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How-to guide

AI assistant

Ask it something and it goes and looks, live, through your own sections and members, or the actual Policy, Organisation and Rules, rather than guessing.

Watch this on its own page
  1. Ask about your own group

    Open Assistant and ask a plain question, "How many young people are in my Cubs section right now?", and it queries your group's live sections and members to answer, not a cached summary or a guess from training data.

    Press Enter to send. For a longer message, Shift+Enter starts a new line, and the box grows as you type. On a phone, the keyboard's return key starts a new line and the send button sends.

    It sees what you see. Someone who leads one section gets answers about the young people and events in their own sections, not the whole group's.

  2. Ask a Scout policy question

    It's just as happy with a policy question: ratios, permits, the rules that actually govern what you can run, pulled from the real Policy, Organisation and Rules (POR), not a generalisation. Each rule it quotes links straight to that part of POR on the Scouts website, so you can check the wording yourself, and if POR doesn't actually cover something, it says so rather than stretching a rule to fit.

    A policy answer takes a little longer than a question about your own group, usually 10 to 15 seconds, because it reads POR before it answers. While it does, it shows Checking the POR… instead of Thinking…, so you can see it's working.

    Answers about POR are a guide only, and the assistant can get things wrong, so the note under the message box says so. Check the linked POR before you rely on an answer, especially for ratios and permits.

    Answers about your own group reflect what's in Scout Suite at the moment you ask, add a young person and ask again, and the answer changes with it.

  3. Ask your next question while it's still answering

    You don't have to wait. Send another message while it's still working on a reply and it shows Waiting for the current reply to finish under what you sent. Once the reply lands, everything you sent in the meantime is answered together, as one follow-up, so a quick "and the Scouts?" gets one answer rather than a pile of them.

  4. Keep separate conversations

    Start a New conversation for each thing you're working on, so a camp plan and a badge question don't get mixed up. Each one keeps its own history and is named from the first thing you asked; open one from the list beside the chat (on a phone, Conversations at the top).

    Each conversation's menu has Rename, Archive (tucks it away under Archived, where you can bring it back) and Delete, which removes it and its messages for good. Messages you send the assistant on WhatsApp are in a conversation marked WhatsApp.

    The list sits beside the chat and scrolls on its own, with the conversation you used most recently at the top. Switching conversation, or starting a new one, happens in place without reloading the page.

    Each conversation is also kept as a signed vCon you can download, see Conversation records. What the assistant can and can't do is summed up on AI assistant.

    Your conversations are private to you. Nobody else in your group or unit can see them, though what's in them is still data you've asked about.

Setup

More in this topic

Districts, WordPress, importing from your old system, SSO, the API, privacy mode, and the assistant.