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UK SupplierRegistered SME - Company No. 07706238
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Third Sector / Non-Profit

Charity Knowledge Assistant: Transforming Non-Profit Operational Efficiency

ClientCharity Alliance UK
SectorThird Sector / Non-Profit
Published
Tech DeliveredAstro & Angular

Challenge: A leading UK charity alliance was struggling with operational bottlenecking. Staff and volunteers spent up to 10 hours a week searching through unstructured documents, Gift Aid rules, funding guidelines, and CRM manuals. They needed a secure, reliable way to find answers and compile reports quickly without exposing donor data.

Solution: Developed 'Charitee Assist', a white-label retrieval-augmented generation (RAG) assistant integrated directly into their existing CRM. Built with Angular and Google Cloud Firebase, the platform uses a private vector database and Gemini API. It processes and indexes policy docs, donor criteria, and operational handbooks. The system is designed as a single-tenant white-label application for individual client security.

Outcome: Reduced internal information retrieval times by 85%. Support volunteers are onboarded in half the time, and the compliance officer saves an estimated 6 hours per week on Gift Aid audits. Zero security incidents reported, and 100% compliance with GDPR standards.

Project Overview

The client needed to address operational silos across several regional branches. Volunteers handling donor queries and grant applications spent significant time cross-referencing internal handbooks and government regulations.

Core Architecture

Telali Ltd designed a secure, single-tenant retrieval-augmented generation (RAG) tool. The key design goal was to guarantee strict data privacy, ensuring that no donor PII (Personally Identifiable Information) could leak into public LLM training sets.

  1. Secure Ingestion Pipeline: Document parsing of PDFs and Word documents, generating embeddings stored in a secure vector database.
  2. Context-Aware Retrieval: Semantic search queries the document embeddings first, feeding only the relevant excerpts to the LLM to generate the final response.
  3. Role-Based Authorization: Permissions linked with the organization’s existing identity management system, ensuring volunteers only query files they are authorized to see.

Deliverables & Impact

Within six weeks of deployment, the assistant answered over 2,500 operational queries with a 98% accuracy rating. The system is hosted in a cost-effective serverless architecture, keeping operational costs below £30/month.