Optional AI

AI that serves the mission — and answers to your team.

Simply Foundations is a complete system with AI off. Turned on, Ask Simply gives your small team the answers a data analyst would — grounded in your own records — and your website starts helping supporters give, volunteer, and register without waiting for office hours. Every AI feature is opt-in, visible, and priced in the open.

The ground rules

Four things that stay true, whatever you switch on.

AI in Simply Foundations was built the way we would want it used on our own team: opt-in, supervised, explainable, and priced in the open.

Optional

Off until you say otherwise

Simply Foundations is a complete product with AI turned off. Every AI feature is opt-in for your team — turn on what helps, skip what does not, and change your mind anytime. Nothing on this page is required.

Human

People decide; people answer

Ask Simply proposes — a person approves before anything changes. The website assistant answers — and hands the conversation to your team the moment someone asks for a person. AI here extends your people; it never replaces them.

Transparent

Answers show their work

Ask Simply cites the records behind every answer and previews every change before it happens. Website conversations land in your inbox with a per-answer trace for admins. Usage is metered visibly, spending caps are on by default, and every AI price is public on the pricing page.

Secure

Your permissions are the AI’s permissions

Ask Simply can only see what the signed-in person is allowed to see — enforced by the platform, not by the AI’s good manners. The website assistant knows only the information you connect. It all runs on the same AWS infrastructure as the rest of Simply Foundations, and your data is never used to train AI models.

Flavor one — for your team

Ask Simply: the colleague who read everything.

Ask Simply runs with the permissions of whoever is asking — a program volunteer sees volunteer things, your development director sees development things. Answers cite the records they came from, and any change it proposes waits for a human yes.

The executive director

“How does giving this quarter compare to last year?”

The number, the trend, and the donors behind it — in plain language with the live report linked, ready for the board packet.

The development director

“Which major donors haven’t heard from us in 90 days?”

Stewardship gaps become a question instead of a spreadsheet audit — with a drafted, personal check-in note for each name if you ask for one.

The volunteer coordinator

“Who signed up for Saturday but hasn’t confirmed?”

The list, the contact details, and a drafted reminder — the nitty gritty of event week, handled in one exchange.

The program manager

“Create a view of participants who completed intake this month.”

Ask Simply proposes the view, shows exactly what it will include, and shares it with your workspace when you approve.

The grants lead

“How many families did the housing program serve in Q2?”

Outcome numbers for the grant report come from your live program records — cited, current, and just as easy to pull again next quarter.

The board treasurer

“What did the gala actually net?”

Revenue, costs, and registrations in one answer — from the same records your team already keeps, not a reconstruction the week before the meeting.

From the big numbers to the missing-form chase to drafting the next page — if it lives in Simply Foundations, you can ask about it in plain language. See Ask Simply live in a demo

On the go

Your whole system, in a back pocket.

Walking into a donor lunch, ask your phone “when did the Riveras last give, and to what?” — Ask Simply is built into the Simply Anywhere mobile app, so the context arrives before the appetizers.

Chat turns out to be the perfect mobile interface for a system like this: no menus to hunt through, no laptop to open — just the question, the cited answer, and the approval, wherever the work is happening.

The full Ask Simply, inside the Simply Anywhere appSame permissions, sources, and approvals as your deskAsk for the number on the way into the meetingReview and approve proposed changes from anywhereYour records, messages, and notifications ride along

Flavor two — for the people you serve

A website that answers back — honestly.

Supporters show up with intent — to give, to help, to ask — and often outside office hours. A conversation widget on your website meets that intent instantly: honest answers from what you publish, real forms for real actions, and a warm handoff to your team when it matters.

A donor

“Where does my donation actually go?”

The assistant answers from your published program and impact information, honestly and specifically — then offers your real donation form when they are ready.

A would-be volunteer

“How can I help on weekends?”

It matches the question to your actual volunteer roles and signs them up through your form — a real record your coordinator sees, not an email to forward.

An event guest

“Can I still get tickets to the gala?”

Availability, times, and registration come from your live event pages — answered at 10 pm, which is when people actually decide.

Someone who needs help

“I need support from your program.”

Requests for help route directly to your staff with context attached. The assistant is clear about what it is, and it never plays caseworker.

Guidance and voice settings keep it sounding like your organization — mission-warm, plain about money, and quick to bring a person in for anything sensitive.

The assistant is always honest about being an assistant, and a human is always one ask away — because the fastest way to lose someone’s trust is to fake a person.

Your assistant, your rules

Customization, control, and a paper trail.

A public assistant speaks for you, so you hold the controls — what it knows, how it sounds, and what it is never allowed to do.

Voice

It sounds like you

Guidance and voice settings — tone, words to use, words to avoid, example answers — teach the assistant your way of speaking. Each widget can also choose a deeper or faster AI model.

Knowledge

It knows what you connect — nothing else

You choose the pages, knowledge articles, and workflows behind each widget. It answers from those, says so when it does not know, and cannot wander into data you did not connect.

Actions

Real actions, same safeguards

When a visitor registers, signs up, or pays, the assistant walks them through the same verified forms and payment flows as the rest of your site. It cannot write to your data any other way.

Handoff

People, one ask away

Visitors can reach your team at any point, and the assistant escalates on its own when it is unsure or the topic is sensitive. Conversations land in your inbox with full context — and offline hours are handled honestly.

Oversight

Every conversation, visible

Your team can read every conversation, see what the assistant consulted for each answer, test changes before publishing, and measure satisfaction — including the questions it could not answer, so you know what to publish next.

Budget

Costs with a ceiling

AI usage is metered transparently with spending caps on by default. Plans include monthly AI credit, and live website assistants carry a flat monthly price — all published on the pricing page.

Honest answers

If you never turn AI on, Simply Foundations is still Simply Foundations.

Donor relationships, program care, and every conversation that needs a heart stay with your people. The AI answers logistics and fetches numbers so your team gets more evenings back for the mission.

And if you do turn it on, it stays optional forever — feature by feature, widget by widget, with visible usage, spending caps, and public prices.

Bring us the annual appeal. We will make it feel simple.

Show us the donor spreadsheet, the acknowledgment backlog, and the report the board keeps asking for. We will map them to Simply Foundations and show you the calmer version.