CiviCRM Doc Bot
Want some quick help with CiviCRM but don’t feel like poring over the documentation?
The CiviCRM Doc Bot is an AI assistant that’s been trained on the official CiviCRM documentation. It’s not too shabby, as AI bots go.
Give it a try at its live page here, or install the extension in your own CiviCRM instance (as usual: Administer > System Settings > Extensions >> Add New >> “Doc Bot”) for easy access via a dashlet in your CiviCRM dashboard.
I asked the CiviCRM Doc Bot: “Should I designate an in-house expert for CiviCRM?”, and it said:
Based on the information provided in the CiviCRM documentation, it can be beneficial to designate an in-house CiviCRM expert for your organization. Here are some key points:
• Familiarity with CiviCRM: The documentation states that "a coworker or consultant might be a place to start" if you are not already familiar with using CiviCRM. Having someone in-house who is experienced with the system can help onboard and train other staff.
• Configuration and Customization: The documentation mentions that after installing CiviCRM, you should review the initial configuration tasks to customize it for your organization. An in-house expert can take the lead on this setup and ongoing maintenance.
• Troubleshooting and Support: The documentation suggests talking to a CiviCRM consultant if you run into issues. Having someone internally who can provide first-line support and troubleshoot problems can be very helpful.
• Community Engagement: The documentation encourages users to be active in the CiviCRM community, such as on the CiviCRM StackExchange. An in-house expert can help facilitate this engagement.
The documentation states that "many organizations employ the services of a CiviCRM expert service provider" for tasks like upgrades. However, having someone internally who is the designated CiviCRM expert can complement this and provide ongoing support.
So in summary, the CiviCRM documentation suggests that designating an in-house CiviCRM expert is a good practice that can benefit your organization. This person can help with configuration, training, troubleshooting, and community engagement.
Like I said, not too shabby.
All the best,
A.