Unlocking AI-Powered Insights on Person Profiles in RockRMS

Dylan Caldwell 8 days ago 3 mins read
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In collaboration with Christ Fellowship and NewSpring Church, we've developed an AI-powered system that generates deep insights on Person Profiles within RockRMS. This innovation helps churches better understand their congregants, enabling more personalized engagement and impactful ministry growth.

The Vision Behind AI Insights

Churches store a vast amount of data in RockRMS, attendance, group participation, volunteer history, and more. However, making sense of this data can be challenging, especially since it resides in multiple places. Our AI Insights block, powered by Helix and AI, consolidates these data points into actionable "Insights" and "Discussion Starters," allowing church leaders to connect with their communities more effectively.

Strategy & Approach

Bringing Together Data from All Parts of Rock

Tracking an individual’s engagement in RockRMS can be difficult, doing it for multiple congregants at once is even harder. AI Insights solves this problem by collecting and processing all relevant data within a single Lava Endpoint, making pastoral care more efficient and comprehensive.

AI-Powered Insights Engine

We refined our AI agent through extensive iterations to develop a system that identifies patterns in engagement, attendance, and ministry impact. Our AI Insights block is designed to:

  1. Provide clear attendance insights
  2. Identify at-risk members who may need pastoral care
  3. Suggest ministry opportunities based on past involvement
  4. Uncover patterns between data points that were previously difficult to detect

User-Friendly Interface

Using AI Insights is as simple as clicking a button. In seconds, church staff receive actionable insights and conversation starters that make ministry more effective.

Selecting the button will generate the insights which will then be displayed.

The ‘Gold Nuggets’

Throughout development and testing, we uncovered key reasons why this tool is a game-changer:

  1. Bringing Hidden Ministry Needs to Light

    AI identifies critical issues requiring immediate pastoral care. Often, important data such as prayer requests and attendance history are not readily available on a person’s profile. This tool surfaces those trends for staff members.

  2. Use AI for What it Does Best

    Structured data like age, marital status, and number of kids should be presented through UX elements like badges and icons, not AI-generated insights. AI excels at identifying patterns humans might miss, especially in large datasets and unstructured data like prayer requests and notes. These are insights we can’t realistically derive with IF statements, but AI can uncover them with ease.

  3. AI Should Complement, Not Replace Human Connection

    Our tool is designed to assist staff by identifying key insights, but decision-making and personal connection remain in the hands of ministry leaders.

  4. AI is Iterative and Continually Improving

    At the start, our AI struggled to provide meaningful insights. Through continuous learning and utilizing prompt engineering best-practices, it has evolved into a powerful tool that serves ministry needs effectively.

One Impactful Example

Throughout the project, there were several moments that surprised us with the power of AI in helping minister to others. One example, in particular, truly highlights its impact. As part of our prompt, we include recent prayer requests for each individual. This summary showcases the ability of large language models to distill large amounts of text into meaningful insights:

With Ted's recent prayer request regarding depression and anger, it's important to check in with him and offer support. This may help him feel more connected and see the church community as a source of strength

Without the insight capabilities of AI, it’s easy to imagine that this ‘gold nugget’ might have been overlooked on a view of Ted's person profile.

We'd Love to Assist You

By leveraging AI to analyze and present key data points, we’re helping churches engage with their congregants more meaningfully. AI Insights is just the beginning for Triumph; this technology has the potential to revolutionize how churches connect, care, and grow.

We would like to extend our appreciation to Christ Fellowship and NewSpring for helping us to bring this project to light!

Would you like a similar project? We’d love to help bring the power of AI Insights to your Rock instance. Contact us to start the conversation.

Written By Technical Solutions Provider at Triumph

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