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AI Search

The AI Search feature lets you search your church directory using plain, natural language questions instead of traditional search fields and filters. Rather than building a query with specific filter criteria, you can simply describe what you are looking for in everyday language -- making it fast to answer complex questions about your congregation.

Before You Begin

  • You need an active B1 Admin account with permission to view people. See Roles & Permissions if you're unsure about your access level.
  • Familiarity with the standard Searching People tools is helpful but not required.

How It Works​

AI Search uses artificial intelligence to interpret your question and return the matching results from your people database. You can ask questions the way you would ask a colleague.

  1. Navigate to the People page in B1 Admin.
  2. Look for the AI Search option under the search controls.
  3. Type your question in plain language.
  4. Press Enter or click Search to run your query.
  5. The results table will update to show the matching people.

Example Queries​

Here are some examples of the kinds of questions you can ask:

  • "Who hasn't attended in the last 3 months?"
  • "Show me all members under 30"
  • "List families with children in the youth group"
  • "Who joined the church this year?"
  • "Show me everyone without an email address"
  • "Which members live in the 75001 zip code?"
tip

Be as specific as you can in your question. The more detail you provide, the more accurate your results will be.

AI Search is especially helpful when:

  • You need to combine multiple criteria that would be difficult to set up with traditional filters.
  • You are not sure exactly which fields to search by.
  • You want a quick answer to a question about your congregation without building a report.
info

AI Search works alongside the standard quick search and column filters. Use whichever approach fits your needs best. For simple name lookups, the quick search is the fastest option. For more nuanced questions, AI Search shines.

For other search options, see Searching People.