Conversational Insights

Pulse AI understands questions about your chapter's membership, events, attendance, revenue, and volunteer data. Here are some examples to get you started:

• "How many active members do we have?"
• "What was our attendance for events this quarter?"
• "Show me renewal rates by month for the last 2 years"
• "Which companies have the most members in our chapter?"

The AI generates a SQL query behind the scenes, runs it against your chapter's data, and returns the results as charts, tables, or both. You can always see the underlying query by expanding the details view.

Responses include an explanation in plain language, followed by a visualization when appropriate. The AI picks the best chart type (bar, line, or pie) based on your question.

Each response also shows the assumptions the AI made. Read these carefully: if the AI interpreted "this year" as calendar year but your chapter runs on a fiscal year, you can clarify and ask again.

After each answer, you will see suggested follow-up questions. Click one to dig deeper, or type your own. The AI remembers the context of your conversation, so you can say things like "break that down by month" or "exclude lapsed members" without restating the full question.

If you run a query you want to revisit, save it from the conversation. Saved queries appear in the sidebar so your whole team can re-run them without retyping. This is especially useful for recurring board report questions.

• Be specific about time periods. "This fiscal year" is better than "recently."
• Name what you want to compare. "Attendance by event type" gives a clearer chart than "how are events doing."
• Ask about trends, not just totals. "How has membership changed over the last 3 years?" produces a useful line chart.
• Check the assumptions block. If something looks wrong, the assumptions will tell you why.