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Large Language Models as a Member Engagement Tool

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Though not without challenges, large language models could help associations better leverage content to meet members’ needs.

There’s plenty of hype around artificial intelligence these days, especially large language models. Even as multiplying lawsuits challenge big-name LLMs over copyright and training text usage, and regulators and advocates try to establish guidelines for rapidly advancing technologies, there’s a strong sense among CEOs that their companies should be using AI to transform work.

For associations, there could be something valuable in what LLMs have to offer, especially at a time when we’re asking if there is too much content. Several associations have moved forward with the development of their own LLMs to improve their technology and relieve some administrative burden on staff. Most importantly, they seek to elevate the value of membership by better connecting members to the information they’re looking for and creating customized content syntheses they can’t get anywhere else.

Creating New Value Through Existing Content

When considering what AI can do for your association, it’s good to start with a challenge you have. The Water Environment Federation needed to help members navigate a key benefit—an extensive content collection comprising technical papers, conference proceedings, books, magazine articles, web content, and more. Steve Spicer, WEF’s senior director of user experience and digital content strategy, compared the LLM they’re developing to a “supercharged all-knowing librarian.” He explains, “One of the reasons that we got into AI was that it can ‘know’ all of [that content], so it’s a huge help in unearthing all of the trapped knowledge.”

WEF took a “crawl, walk, run” approach to developing WEF AI. They used what was easy to plug in for LLM training, including the RSS feed content from their Access Water website. Spicer says, “We made the very deliberate decision to avoid anything dealing with personally identifying information, because, for anyone starting, that is complicated. It can be legally fraught.”

The Missouri State Teachers Association started exploring LLM-based technology to replace a rule-based chatbot introduced during the pandemic. But Kara Potter, MSTA’s digital strategist, realized, “[helping people find information] was just scratching the surface of what [an LLM-based assistant] would do on our site. Yes, it would serve as a website concierge, but it can do so much more.” They trained their LLM, called Tillie, on MSTA’s web content, anticipating Tillie would be tasked with queries about everything from starting salaries in certain towns to lesson plan guidance.

Leaders at the Association of Child Life Professionals turned to an AI-based solution to replace poorly performing search functionality on their website. Keri O’Keefe, ACLP’s director of communications and publications, says, “It felt like we were in this repeating pattern of just trying to catch up to what was current five years ago. We had a lot of conversations around AI advances in the last few years. We took a look at the ROI, and we thought [AI] was going to be a better long-term solution for us.”

When it came to identifying content to train their assistant, Scout, ACLP “went with the approach of adding everything that was relevant and what we thought would be worthwhile to our members” to train the LLM, O’Keefe explains. That included the blog, articles from their research journal, and webinar content.

The expectation across all three organizations is that such access will improve member engagement and perception of value. MSTA’s Tillie launched in the spring, and Potter has already been surprised by feedback from members interested in using Tillie in unexpected ways, like developing recommendation letters for students during scholarship cycles. Potter hopes Tillie will change the way some members engage with MSTA. “A lot of our members join for the liability insurance and that’s fine, but if we can provide them with more value on top of that, that’s really our mission,” she says.

ACLP is collecting beta-testing feedback from member volunteers and will be launching Scout at the end of July. O’Keefe will be monitoring two goals: improving member experience on the website and reducing the amount of staff time devoted to frequent inquiries. She’ll use call and email volume to monitor progress over time.

Although WEF AI will launch in July, Spicer has already learned a lot from testing. “It has shown me how differently people think, because when it’s just a blank chat line, the way that you form a question versus the way I form a question completely changes how [the LLM] is going to answer it.” Plus, Spicer notes, the AI provides useful content interest data. “If we get 1,000 people asking questions on a topic that we don’t have any content for, I know what our next is content is going to be.”

Key Decisions To Be Made

The development of LLMs requires the associations to make some business decisions. Who will have access to the LLM? Will there be different tiers of access, and will these be differentiated by included content, a cost or qualification for access, or both? Should for-sale or member-only content be included in an LLM that anyone can use?

When ACLP’s Scout launches, it will be available to every visitor on the website. “We did talk a lot about the pros and cons of having it as a member benefit,” O’Keefe explains, “but at the end of the day, so much of our content is open access, like our research journals.”

O’Keefe is already planning ACLP’s next AI assistant, focused on their certification program and able to field common questions about requirements, qualifications, and related topics.

When it launches, WEF AI will also be openly available on the WEF website, though there are plans to add a member-only version as well. Spicer notes that the member-only version will be trained on deeper, member-only content.

While Tillie is currently open to all MSTA site visitors, the long-term vision includes a tiered approach. “Once we start training [Tillie] on the Missouri learning standards, our professional learning webinars, and any information that is a level up from what is on our website, that would be the members-only tier,” Potter explains. “We’re also going to have a tier for staff, because we will be able to train Tillie on some of our standard operating procedures and best practices. Eventually, we might set up a tier for our volunteer leaders, so they get everything.”

Addressing Hallucinations and Other Content Challenges

All three associations are working with Betty Bot, an AI assistant built for associations, to create a closed-source model using their own, copyrighted content. The query responses from each will cite top sources used to inform the responses and link to the content sources when possible. These steps avoid some of the concerns about well-known LLMs, like ChatGPT, including copyright issues and source invisibility.

But other LLM challenges remain, among them the possibility of inventions or “hallucinations.” Spicer acknowledges that the LLM will not get everything right. During his testing, WEF AI identified a made-up character as a WEF mascot after correctly identifying WEF’s mascot from several years prior. To set user expectations, WEF will include landing page messaging that explains their WEF AI is still learning. Users will see instructions on how to provide feedback if the content seems incorrect and will receive regular prompts to provide additional feedback on the content received from their queries.

In addition to providing tips and examples for interacting with Tillie, MSTA considered the kinds of queries for which Tillie should not be a primary source. Potter says, “We trained Tillie so that if someone asks a question that is anywhere in the legal services realm, it will provide a surface level answer but start with, ‘Please contact legal services.’”

The most challenging aspect might be giving up authority over content written on the spot for external eyes. Says Potter, “It’s hard to release some of that control because Tillie is writing new stuff that lives ethereally on the website. But we haven’t heard from anyone who got bad advice from Tillie, yet.”

Advice for Others

1. Define your AI policy. Spicer advises leaders to define their AI policy first, and you don’t have to start from scratch: “Find other policies and borrow from them heavily,” he suggests. Spicer looked at several sources to put together WEF’s AI policy document. It defines WEF’s principles, ethical guidelines for staff, and reasons WEF would consider using AI, including automating repetitive tasks, improving customer experiences, streamlining operations, conducting research, and enabling new product development.

2. Know the content you will use to train the LLM. O’Keefe found the time she spent evaluating ACLP’s web content to prepare for the update invaluable. She says, “If it hasn’t been done by an association, [an inventory] is critical. Take the time that you need to do it correctly, and make sure it is set up the way that you want it to be.”

3. Consider how robots can support humans, not replace them. For Potter, O’Keefe, and Spicer, the point of using AI is to allow humans to do the things humans do best. Potter says, “Our teachers can use the robots to do those administrative tasks so that they can really focus on their kids, and our Member Service Center can use the robots to cut down on tasks that are repetitive, so that they can help members with the personal touch that they provide.”

 

Jenny Nelson is ASAE’s director of content and knowledge resources.

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