Disciple.Tools - AI

This plugin integrates AI capabilities into Disciple.Tools to help disciple makers in their work by providing intelligent search, filtering, summarization, and mapping features.

Features

AI-Powered Search and Filtering

• Smart List Filtering: Use natural language prompts to filter contacts, groups, and other records
• Intelligent Field Recognition: AI automatically identifies relevant fields from your search queries
• Multiple Option Resolution: When AI finds multiple matches for locations, users, or posts, it prompts for clarification
• (in progress) PII Protection: Automatically detects and obfuscates personally identifiable information before sending to AI models

Magic Link Applications

• AI List App: A standalone magic link application with AI-powered search and filtering capabilities
• User Apps: Pre-configured user applications for field workers and team members
• Login Apps: Secure access applications with AI functionality

Data Visualization

• Dynamic AI Maps: AI-generated maps in the metrics section that can visualize filtered data geographically
• Custom Charts: Integration with the metrics system for AI-enhanced data visualization

Future features:

Content Summarization

• Record Summaries: AI-powered summarization of contact records, activities, and comments
• Activity Analysis: Intelligent analysis of user interactions and record updates
• Custom Tiles: AI summary tiles integrated into contact and record detail pages
• (in progress) PII Protection: Automatically detects and obfuscates personally identifiable information before sending to AI models

Magic link Voice instructions to update records

• Voice-to-Text Transcription: Record voice commands that are automatically transcribed using AI speech recognition
• Natural Language Processing: Speak naturally about meetings and contact updates (e.g., "I met with John yesterday and we discussed his baptism")
• Intelligent Contact Matching: AI identifies which contact you're referring to from voice commands
• Automatic Field Updates: Voice commands automatically update relevant contact fields like faith status, milestones, and communication details
• Meeting Notes Integration: Spoken meeting details are automatically added as comments to contact records
• Hands-Free Operation: Perfect for field workers who need to update records while traveling or in situations where typing is difficult

REST API Integration

• Endpoints for AI summarization (/dt-ai-summarize)
• Endpoints for creating AI-powered filters (/dt-ai-create-filter)
• Secure permission-based access to AI features

Requirements

• Disciple.Tools Theme installed on a WordPress Server
• Compatible LLM API endpoint (OpenAI-compatible)
• Valid API key for your chosen LLM provider

Configuration

LLM Settings

After installation, configure your AI provider in the admin settings:

1. LLM Endpoint: Your AI provider's API endpoint URL
2. API Key: Your authentication key for the AI service
3. Model: The specific AI model to use (e.g., gpt-4, claude-3, etc.)

Module Settings

The plugin includes several configurable modules:

• List Search and Filter: Enable AI search and filter for lists
• List User App (Magic Link): A user app with AI search and filter integrated
• Metrics Dynamic Maps: AI-powered maps in the metrics section

Installing

• Install as a standard Disciple.Tools/WordPress plugin in the system Admin/Plugins area
• Requires the user role of Administrator for initial configuration
• Configure LLM settings in Extensions (D.T) > Disciple Tools AI

Usage Examples

Natural Language Filtering

• "Show me all contacts in Kenya who are baptized"
• "Find active groups started this year"
• "List contacts assigned to John with recent activity"

Geographic Queries

• "Contacts in Nairobi with faith milestone of baptized"
• "Groups meeting in urban areas"

Status and Timeline Queries

• "New contacts from last month"
• "Inactive groups that need follow-up"
• "Contacts baptized this year"

Privacy and Security (in progress)

• PII Detection: Automatically identifies and protects personal information
• Data Obfuscation: Sensitive data is masked before being sent to AI providers
• Permission Controls: Fine-grained access controls for AI features
• Secure API: All endpoints require proper authentication and permissions

Contribution

Contributions welcome. You can report issues and bugs in the Issues section of the repo. You can present ideas in the Discussions section of the repo. And code contributions are welcome using the Pull Request system for git. For more details on contribution see the contribution guidelines.