Staff Productivity Agents

Give your staff an AI teammate that knows iMIS®

Your staff know what they need to accomplish. They should not have to know which screen to use, how the data is structured or how to build an IQA before they can get it done.

Staff Productivity Agents let your team start with the question or the outcome they want and use AI to help with the work behind it.

With AgentZ, staff can ask for what they need in plain English.

AgentZ works with your live iMIS data to find the right information, prepare the work and help carry it through to completion, while keeping your staff in control.

Spend less time figuring out iMIS and more time getting things done

Association staff spend a surprising amount of time navigating systems, running reports, tracking down information and asking the resident iMIS expert for help. AgentZ changes the starting point. Instead of asking, “Where do I find that?” or “How do I build that report?” staff can ask the question the way they would ask a colleague:

• Who has not renewed yet?
• Which attendees still have an outstanding balance?
• What happened with this member's account?
• Can you build a dashboard for the board?
• Who attended this event but has not registered for the next one?

AgentZ finds the relevant iMIS records and helps staff move from the question to the next step.

Take on the repetitive work that consumes your team's day

AgentZ can help with repetitive iMIS tasks, including:

• Looking up member histories, diagnosing account issues, and supporting joins, renewals and reinstatements
• Creating and managing events, registrations, attendance, capacity and waitlists
• Running existing reports or building new IQA queries, including filters, calculations, grouping and totals
• Preparing emails and working with campaigns
• Finding duplicate records and supporting data cleanup
• Creating RiSE pages, forms, dashboards, navigation and other website content
• Working with payments, balances, donations and other financial information where the user's permissions allow it

Your staff can access information faster with substantially less manual work.

Make more of your team self-sufficient

Most associations have a handful of people who really know iMIS. Everyone else depends on them.
But that creates bottlenecks. A simple reporting question becomes a ticket. A new dashboard has to wait. Someone needs a list and has to find the person who knows how to build the right query.

AgentZ reduces that dependency by letting more staff work with iMIS through natural-language requests instead of requiring everyone to understand the underlying screens, query tools and data structure.

The people who know iMIS best are still valuable, but they can spend more of their time on higher-level work instead of answering routine questions.

Go beyond getting answers

The difference between a chatbot and an AI agent is that a chatbot can tell you something while an agent can help you do something.
AgentZ is designed to carry a task through a larger workflow. It can investigate the situation, find the supporting data, prepare work, make an approved change and then check iMIS to verify the result.
Instead of using AI only to write an email or summarize information, your staff can use it to help complete real association work.

Keep people in control

AgentZ works within the permissions of the person using it. Staff can review the records behind an answer and approve important actions before changes are made. AgentZ also maintains a visible record of its activity and can verify completed work against iMIS.

That gives you the productivity benefits of AI without removing human judgment from the process.