Employment support
Two programs may serve different age groups.
Non-Profit & Membership Organizations / Program navigation
Help people find a program without learning your org chart first.
People often know the help they need, but not which service provides it. An AI agent can start with their words, check the organization’s program structure, and guide them toward a relevant service or next step.
NEED TO RELEVANT SUPPORTILLUSTRATIVE WORKFLOW
PERSON’S WORDS
“I’m looking for employment help.”
SEARCH THE ORGANIZATION’S PROGRAMSUse service information, not internal program names alone.
Program descriptions · Eligibility · Locations · Application steps
DATA SEARCH + DOC SEARCH
RELEVANT OPTIONProgram, eligibility route, and next step
WHY IT FITSIS IT AVAILABLE?WHAT HAPPENS NEXT?
Start with the person’s need, then translate it into the organization’s program structure.
First, identify the need
Find the right path before starting a full application.
A short conversation can establish the details that help narrow the program options. If several structured details are required, AI Form can collect them in a compact step.
01
What help they need
02
Who the service is for
03
Location
04
Age or household type
05
Timing and urgency
06
Relevant eligibility factors
07
Whether they have already applied
Collect only what helps identify a relevant service and eligibility path.
Eligibility narrows the options
Similar programs can have different rules.
Data Search and Doc Search can provide program descriptions and eligibility requirements. The agent can compare the distinctions in plain language.
Grant programs
Application windows may differ.
Family support
Programs may operate in different counties.
PROGRAMS MAY DEPEND ON
Geography · Age · Income · Family size · Membership status · Employment · Veteran status · School enrollment · Organization type · Program capacity
A strong fit still needs an open path
Check current availability before sending someone forward.
A program can match the need and still be unavailable. When status or capacity is connected, surface it and suggest another internal option if one is available.
01Enrollment closed
Check for another open option.
02Waitlist active
Explain the waitlist status and relevant next step.
03Application window ended
Show the next available window when known.
04No local chapter capacity
Look for another internal route if available.
05Funding exhausted
Do not direct someone to an unavailable program.
06Next cohort not open
Clarify the current status before applying.
When the need crosses programs
Connect related resources under one organization.
A person seeking employment help may also need transportation, childcare, digital access, language support, interview clothing, or benefits guidance. Surface related services when they are relevant instead of treating each program as isolated.
PRIMARY NEEDEmployment help
TransportationChildcareDigital accessLanguage supportInterview clothingBenefits guidance
Related services appear when the organization’s program information supports the connection.
OUTSIDE THE CATALOG
When the organization cannot provide it
Keep external options clearly labeled.
When appropriate, AI Answer with Live Web Search enabled can search a supplied website or specific URL for current public resources, such as government programs, local service providers, community resources, emergency assistance, or public application portals. Keep these separate from the organization’s own services.
EXTERNAL RESOURCE TYPES
Government programs
Local service providers
Community resources
Emergency assistance
Public application portals
Some situations need a person
Bring in the right team with the context already captured.
When program information alone cannot resolve the situation, Human Handoff can route the conversation to the correct team with the person’s need and relevant details.
REVIEW OR CASE-MANAGEMENT PATH
Unusual eligibilityUrgent needsIncomplete documentationAppealsOverlapping programsSafety-related situationsCase-management needs
NEED + PROGRAM CONTEXTCorrect program team
Configured from AskHandle building blocks
What supports program navigation
01Data Search
Retrieve structured program information, eligibility, location, application windows, capacity, and status when connected.
02Doc Search
Find program descriptions, requirements, instructions, and organization policies in approved documents.
03AI Form
Collect several relevant details in one compact step without making someone complete a full application first.
04AI Answer with Live Web Search enabled
Search a website or specific URL for current public resources, and distinguish external options from the organization’s own services.
05Human Handoff
Route urgent, overlapping, exception-based, or case-management situations to the correct team with context attached.
The outcome
Help people reach the right form of support faster.
Start with the need, clarify eligibility and availability, explain why a program fits, connect related resources, and route complex cases with context attached.
Common questions
Program navigation, explained
Can the AI agent recommend a program based on someone’s situation?
Yes. It can use Data Search and Doc Search to compare the person’s needs with available programs and eligibility rules.
Can it explain why one program fits better than another?
Yes. The agent can compare eligibility, location, timing, service type, and other distinctions in plain language.
Can it collect eligibility information?
Yes. The AI Form node can gather structured details before the program options are narrowed.
Can it tell whether a program is currently open?
Yes, when current program status or capacity is connected.
Can it recommend outside resources?
Yes. AI Answer with Live Web Search enabled can be used when current external resources are appropriate, while clearly separating them from the organization’s own services.
What happens when the case is complex?
The conversation can move to Human Handoff with the person’s needs and relevant context already captured.