Written By William Bowen
Last updated 15 days ago
Intro
This AI agent for churches engages new sign-ups in conversation, understands their goals and challenges, and encourages them to attend the next Sunday service.
For example, if Naiyma, a newcomer, expresses interest in community outreach but struggles with time, the AI highlights relevant church programs and nudges her to attend a volunteer event, while updating her preferences in the church's CRM.
Use cases
Use Case: Welcoming New Members
Description: The AI personally welcomes new sign-ups, learns about their interests, and provides relevant church information.
Example: When John registers his interest in joining, the AI welcomes him, asks about his faith journey, and shares details about upcoming Bible study sessions that match his interest.Use Case: Encouraging Sunday Service Attendance
Description: The AI nudges new sign-ups to attend their first Sunday service by addressing concerns and highlighting relevant aspects.
Example: If Lisa worries about not knowing anyone, the AI informs her about the church’s welcome team and introduces her to a group for first-time visitors.Use Case: Answering Common Questions
Description: The AI provides instant responses to FAQs about service times, locations, programs, and church leadership.
Example: Mark texts asking about parking, and the AI immediately provides a map with directions to the church’s designated parking areas.Use Case: Connecting Newcomers to Small Groups
Description: The AI identifies a person’s interests and suggests suitable small groups within the church.
Example: When Emma mentions she’s a young professional looking for community, the AI recommends a young adults' Bible study group and shares the leader’s contact details.Use Case: Volunteer & Ministry Engagement
Description: The AI learns about new members’ skills and interests, then suggests volunteer opportunities.
Example: James, a musician, expresses a passion for worship music, and the AI invites him to an upcoming worship team meeting.Use Case: Prayer Requests & Spiritual Support
Description: The AI collects prayer requests and forwards them to the church’s pastoral team or prayer group.
Example: Maria shares that she’s struggling with a job loss, and the AI offers to connect her with the church’s prayer support team.Use Case: Event Reminders & Invitations
Description: The AI keeps new members informed about upcoming events and nudges them to attend.
Example: Before the church’s annual picnic, the AI messages new members like Jake, reminding them of the event and encouraging them to bring family and friends.Use Case: Youth & Family Ministry Engagement
Description: The AI helps parents connect their children with youth programs and Sunday school.
Example: When Sarah asks about children’s activities, the AI provides a list of Sunday school classes and introduces her to the children’s ministry leader.Use Case: Collecting Feedback from New Members
Description: The AI follows up with new sign-ups after their first visit to gather feedback.
Example: After attending a Sunday service, David receives a message asking about his experience, and he shares that he’d love more opportunities to meet people, prompting a connection to a church mentor.Use Case: Seamless CRM Integration & Follow-Up
Description: The AI extracts key details from conversations and updates the church’s CRM for better follow-ups.
Example: When Rachel expresses an interest in mission trips, the AI logs this in the CRM, ensuring the church team reaches out when the next trip is planned.
Screenshots
Template
Example{
"$schema": "https://web-api.clerk.chat/pipeline-schema",
"name": "Churches - new sign up agent",
"nodes": [
{
"type": "tool_runner",
"name": "Knowledge base search",
"triggeredBy": [
"unreadMessage.fromAny"
],
"responseType": "json",
"nodeConfig": {
"type": "knowledge_base",
"config": {},
"enabledTools": [
"search"
],
"tools": {
"search": {
"paramValues": {
"query": {
"path": "content",
"type": "pipeline-variable"
}
}
}
}
}
},
{
"type": "ai_bot",
"name": "Converse",
"triggeredBy": [
"unreadMessage.fromAny"
],
"responseType": "user_message",
"nodeConfig": {
"modelProvider": "openai",
"modelVersion": null,
"maxTokens": null,
"temperature": null,
"variables": {},
"prompt": "You are working for a Church and conversing with a new sign up/interested person\n\nYour job is converse with the user. You should ask questions to understand their goals and challenges related to Church. Only ask one question at a time (e.g. either about goals OR challenges, not at the same time). \n\nStart by understanding the user's goals. \n\nThen ask *if* they have any current challenges are in relation to achieving these goals. \n\nThe final step is to conclude the conversation. \n\nYou should try nudge them to sign up and show how the Church can help them overcome their challenges and achieve their goals. \n\nWhen relevant, there may be some information from the knowledge base you can use to improve your answer. If there is any knowledge, it will be below: \n\nExtra knowledge: {{content}}\n\nYour message should be maximum 40 words long.",
"promptSections": [],
"sectionTemplates": {},
"responseSchema": {
"type": "object",
"required": [],
"properties": {}
},
"opts": {
"sendStructuredConvo": true
}
}
},
{
"type": "tool_runner",
"name": "Update goals",
"triggeredBy": [
"unreadMessage.fromAny"
],
"responseType": "json",
"nodeConfig": {
"type": "contact_tools",
"config": {},
"enabledTools": [
"set_attribute"
],
"tools": {
"set_attribute": {
"paramValues": {
"attributeName": {
"type": "fixed",
"value": "Goals"
},
"attributeValue": {
"path": "goals",
"type": "pipeline-variable"
}
}
}
}
}
},
{
"type": "tool_runner",
"name": "Update challenges",
"triggeredBy": [
"unreadMessage.fromAny"
],
"responseType": "json",
"nodeConfig": {
"type": "contact_tools",
"config": {},
"enabledTools": [
"set_attribute"
],
"tools": {
"set_attribute": {
"paramValues": {
"attributeName": {
"type": "fixed",
"value": "Challenges"
},
"attributeValue": {
"path": "challenges",
"type": "pipeline-variable"
}
}
}
}
}
},
{
"type": "ai_bot",
"name": "Extract goals + challenges",
"triggeredBy": [
"unreadMessage.fromAny"
],
"responseType": "json",
"nodeConfig": {
"modelProvider": "openai",
"modelVersion": null,
"maxTokens": null,
"temperature": null,
"variables": {},
"prompt": "You are working for a Church and conversing with a new sign up/interested person. \n\nYour job is to read the conversation history and extract the user's goals and challenges for Church. \n\nExtract as much information as possible about each. \n\nOutput goals under \"goals\". \nOutput challenges under \"challenges\"",
"promptSections": [],
"sectionTemplates": {},
"responseSchema": {
"type": "object",
"required": [
"goals",
"challenges"
],
"properties": {
"goals": {
"type": "string"
},
"challenges": {
"type": "string"
}
}
},
"opts": {
"sendStructuredConvo": true
}
}
},
{
"type": "trigger",
"name": "Start",
"triggeredBy": [
"userMessage"
],
"responseType": "json"
}
],
"edges": [
{
"name": null,
"sourceNode": "Knowledge base search",
"destinationNode": "Converse",
"sourceVariables": null,
"filters": []
},
{
"name": null,
"sourceNode": "Update goals",
"destinationNode": "Knowledge base search",
"sourceVariables": null,
"filters": []
},
{
"name": null,
"sourceNode": "Update challenges",
"destinationNode": "Update goals",
"sourceVariables": null,
"filters": []
},
{
"name": null,
"sourceNode": "Extract goals + challenges",
"destinationNode": "Update challenges",
"sourceVariables": null,
"filters": []
},
{
"name": null,
"sourceNode": "Start",
"destinationNode": "Extract goals + challenges",
"sourceVariables": null,
"filters": []
}
]
}