Yossi
Your AI secretary
Find community information, capture a note and prepare a form or campaign. Review the result and confirm sensitive actions.
Discover YossiAI, at your community’s side
Yossi & Shlomi.Your AI team.
A secretary to help you act. A coach to help you choose what matters. Two complementary roles, connected to your work in Unisoft.
See both assistants in a demo
Included in Unlimited / Full. No additional AI fee.
Shlomi
Your AI coach
Clarify your mission, choose priorities, prepare projects and revisit the follow-ups you want to keep. Shlomi helps you turn reflection into a practical next step.
Discover ShlomiYossi — your new secretary
Your AI secretary Yossi
From the Unisoft app or backoffice, Yossi helps you work with the community data you are authorised to access to prepare notes, forms and campaigns, or answer your questions. Review the result and confirm sensitive actions before they run.
- Connected to your community data
- Executes real actions in Unisoft
- Speaks your language
Yossi & Shlomi included in Unlimited / Full · App and backoffice for Yossi
// notes everything// creates forms// sends campaigns// answers with your numbers// reminds you in time
What Yossi does
A secretary for your everyday work in Unisoft
Describe what you need. Yossi helps you find information, prepare content and carry out supported actions with the appropriate confirmations.
Keeps your notes
A chat in the street, an idea in the car — send it to Yossi and it lands in the right member file, never in a forgotten notebook.
Creates forms & pages
Describe a registration form or page. Review the prepared content and settings before publishing.
Sends campaigns
Email, WhatsApp or SMS, on the segment you name. He drafts, you approve, he sends.
Answers with your numbers
Donations this month, who came last Shabbat, which pledges are late — ask in plain words, get the real figures.
Reminds you in time
Yahrzeits, follow-up calls, unpaid pledges. Yossi keeps the calendar so nobody slips through.
Executes in the system
Yossi can carry out supported actions in Unisoft and show the result, with confirmation for sensitive changes.
How it works
Three steps, with you in control
01
Tell him
In your words, in your language, from the Unisoft app or backoffice.
02
He files and executes
Yossi works with your authorised data and prepares the requested content or supported action.
03
You stay in control
Anything that goes out to your community — a campaign, a message — waits for your OK first.
Shlomi · Your AI coach
A direction in the morning.Perspective in the evening.
Your shlichus deserves more than a to-do list. Shlomi helps you clarify your mission, choose who to call and prepare the next step. At your check-in, review what moved forward and what should change.
- Priorities grounded in your mission
- People to reconnect with and projects to prepare
- A check-in to continue, adjust or postpone
Included in Unlimited / Full. No additional AI fee.
Shlomi
Your coach, in Unisoft
Morning · Choose your focus
You want to prepare the next shiur and reconnect with two members. With the time you have today, what should come first?
Evening · Take stock
What did you manage to do? What changed? Let’s decide what is still useful to carry into tomorrow.
A coach rooted in your shlichus.
Start with your mission and the context you choose to share. Shlomi helps you prepare decisions, with the information available to him.
Give your objectives a direction
Explain what you want to change in your community. Clarify an objective, its purpose and a useful next step.
Keep personal follow-up in view
Revisit a chosen commitment or a note that deserves attention. Discuss who to call without treating missing records as proof that you have lost touch.
Prepare before committing
Work through an event idea: programme, tasks, estimated budget and open questions. Keep it as a private draft until you decide what happens next.
Reflect and adjust
Review what was done, what changed and what is still useful. Decide what to continue, postpone or leave aside.
You remain in charge.
Yossi helps with operational work in Unisoft. Shlomi helps you clarify priorities and prepare decisions or projects. A prepared suggestion does not mean an action has been executed.
Coaching and private project preparation do not send invitations, make reservations or change an external calendar. You review a proposal; any supported execution has its own confirmation flow.
No. Shlomi works with authorised information available in Unisoft and what you choose to share. You can clarify or correct the context. The examples here illustrate coaching, not automatic push notifications.
Your secretary and your coach, working with you.
Bring a task for Yossi and a project for Shlomi. See how their two roles fit your community.
Included in Unlimited / Full. No additional AI fee.
MCP
Your AI, connected to Unisoft
Already have an AI you like working with?
Keep your familiar AI tool and connect it to Unisoft through MCP. Compatible tools can work with your organisation’s authorised data and supported actions, from the interface you already use.
Your usual AIMCPUnisoft
Available connections and actions depend on your AI tool and the access configured for your organisation.