Industries · Public Sector & Nonprofit
Answer members around the clock, an AI agent that explains membership and routes the dues, and never takes a card, promises a tax deduction, or shares a member’s record.
Someone wants to know what membership includes, how dues work, and how to join or renew. Fred answers the general questions, captures the intent, and routes your team, while card details, tax promises, and member records stay protected and off-limits.
Built for IRS giving rules and state charitable-solicitation law. Every payment stays on your secure page.
Talk to Fred.
Server-side guardrails
Generosity runs on trust. A wrong tax promise, a leaked donor name, or a card taken in chat can cost a nonprofit its standing and its supporters. This is the compliance panel you manage in the admin: the industry pack automation, your own custom rules, and the hard limits Fred holds no matter how it’s asked. All of it is enforced on our servers before a word reaches the visitor. Not a suggestion in a prompt a clever question can talk around.
Pack rules enforced in addition to baseline protections.industry.nonprofit
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| np-emergency | ESCALATE | S4 | input | If you or someone you know is in immediate danger, please call 911 right now. For crisis support, the 988 Suicide & Crisis Lifeline is available 24/7 — call or text 988. Let me also connect you with our team, who may be able to… | contains: someone is in danger, being abused, domestic violence +9 |
| np-no-tax-guarantees | DENY | S3 | output | Whether a donation is tax-deductible depends on your individual tax situation, the type of gift, and IRS rules. I can share general information about our organization's tax-exempt status, but for advice specific to your return,… | contains: your donation is tax deductible, this gift is fully deductible, 100% tax deductible +7 |
| np-no-donation-processing | DENY | S3 | input | I appreciate your generosity, but I can't process donations through this chat — for your security and ours, donations go through our secure giving page. I can send you the link, or connect you with our team if you'd prefer to g… | contains: here is my card number, charge my card, take my payment +7 |
| np-gaming-escalate | ESCALATE | S3 | input | Gaming, raffles, and auctions each have their own regulatory requirements — permits, reporting, prize disclosures, and rules that vary by state. Let me connect you with our team so they can make sure everything is set up properly. | contains: raffle, raffle tickets, lottery +14 |
| np-donor-privacy | DENY | S3 | output | Donor information is confidential. We don't share individual donor names, gift amounts, or giving histories through this channel. If you're looking for ways to be recognized for your giving, our team can discuss acknowledgment… | contains: donor list includes, our donors are, donated +8 |
| np-complaint-escalate | ESCALATE | S2 | input | I take that seriously. Let me connect you with our executive director. If you have concerns about financial practices, you can also review our Form 990 (public record) or contact your state's charity registration office. Transp… | contains: file a complaint, speak to the director, speak to the board +17 |
| np-donation-escalate | ESCALATE | S2 | input | That means a lot — thank you. Let me connect you with our development team. They can walk you through giving options, answer any questions, and help you find the way to support our mission that works best for you. | contains: how do I donate, where do I donate, want to donate +35 |
| np-disclosure | DISCLAIMER | S2 | output | contains: donation, donate, gift +7 |
The boundaries Fred holds, no matter how a visitor asks.
Layered on top of the pack, unique to your organization. No developer required.
The pack is the starting line, not the ceiling. Every deployment can add its own rules in the admin, block, warn, or just log on any phrase you choose, in either phase, with your own response message. They run right alongside the pack.
These industry rules stack on top of the always-on baseline, IRS charitable-giving rules and state charitable-solicitation law, and macro overlays. See how the guardrail layers work
Every conversation lands in your CRM with a lead score, a purchase probability, and a plain-language summary. The prospect ready to join or renew gets routed to your team first, so they convert the warmest member instead of guessing.
Dues and payments go through your secure page, never a chat box. Fred sends the link and routes your team. That boundary is enforced on our servers before Fred ever speaks, not suggested in a prompt a clever question can talk around.
Fred shares general information but won’t promise a deduction, since deductibility depends on your situation and IRS rules. It points you to a tax professional.
Fred captures your intent and routes your team to complete it on your secure page. Direct integration depends on the tools you run. Our training videos show you how, or you can add a paid setup.
No. Member names, records, and histories are confidential. Fred routes those questions to your team.
Go live in about 20 minutes. Or ask Fred a question right now, it is in the corner of this page.
