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Evonne Dao
Community Manager
May 21, 2026

Understanding Bonterra Que in Apricot

  • May 21, 2026
  • 10 replies
  • 1079 views

Overview

Bonterra Que is an AI platform built directly into Apricot to help your team spend less time on administrative work and more time creating impact with the people you serve.

Que works through a growing library of skills — each one designed to assist with a specific part of the case management workflow and embedded in the places you already work in Apricot.

 

Que skills in Apricot

Que is always improving, and more skills will be arriving in Apricot soon. This section will be updated as new Que skills become available.

Currently available:

Participant Snapshot — Generates a quick AI summary of a participant’s recent activity so staff can get up to speed before any interaction, handoff, or coverage situation.

Coming soon:

Note Capture — Converts spoken or written field notes into structured text mapped directly into the right fields in your form, so documentation happens in the moment. Will be available in Apricot Mobile, a dedicated mobile app for iPhone and Android.

Early Intervention Signals — Monitors patterns across program-defined risk and protective indicators and surfaces nudges to frontline staff when a participant may need follow-up, so case managers know who needs attention without manually reviewing every record.

 

Is Bonterra Que safe and secure?

Bonterra is committed to responsible AI. Here’s what that means for your organization:

  • Your data is never used to train LLMs. Data is used only in the moment a skill is activated and is not retained or reused.

  • PII fields are removed before data moves through the model. Personally identifiable information is stripped before being processed.

  • Que respects your existing Apricot permissions. Users only see outputs generated from data they already have access to.

  • Que always requires human approval before acting. No action is taken on your behalf without your explicit input.

  • Que is managed at the organizational level. Admins can disable Que skills at any time through A La Carte Features.

You can read more about our approach to AI in our AI Responsibility Statement and our Ethical AI Values.

 

Is Bonterra Que free?

During the beta, full access to available Que skills is free for all users in organizations that have the skill enabled.

Once the beta period ends on October 15, 2026, a free tier will remain available with a monthly usage limit for each skill. You can upgrade to a paid tier for unlimited use.

 

For admins: managing Que in your organization

Que skills are managed through the A La Carte Features page. You can disable individual skills for your organization at any time.

To manage Que skills:

  1. Navigate to Administrator > A La Carte Features.

  2. Locate the skill you want to manage under New Feature Opt-ins.

  3. Uncheck the setting as desired. You can re-enable the skill at any time by re-checking the box.

Changes apply organization-wide and take effect immediately. You can adjust this setting at any time.

 

 

Use of Bonterra Que in Apricot is subject to our AI MSA Addendum.

 

What do you need help with?

10 replies

Betty Alonso
Explorer
May 22, 2026

Willl this also work with HOusehold folders when working with families?  

AnnieNovacek
Community Manager
May 22, 2026

Hi ​@Betty Alonso !

We’re glad you’re exploring the new functionality.

While we envisioned the main use case being Participants, this snapshot summary should be available for any Tier 1 record. Since it’s based on Tier 2 records and other associated data points within one Document Folder, the amount of detail will depend on what’s filled out under the Tier 1 you are interested in. 

Betty Alonso
Explorer
June 3, 2026

I already reported the error was wondering if it was just us or a systems limitation.  ☹️

AnnieNovacek
Community Manager
June 3, 2026

@Betty Alonso  Thank you for reporting. It should work for any Tier 1 form once enabled, so sounds like something our Support team needs to address!

Bethany Balady
Explorer
August 26, 2026

How is the free “monthly usage limit for each skill” calculated? And what will be the cost associated with Bonterra Que? Is each feature al-a-cart, or will there be a package with all features?

Rebekah Eslao
Community Manager
August 28, 2026

Hi ​@Bethany Balady!  Here's what we have so far - The Apricot Que Intelligence bundle is $25/user/month and includes access to all available skills. We don't have specifics on the free tier's monthly usage limits yet, but we'll share more details as more Que skills launch.

If you have specific questions about the bundle or want to discuss pricing options, feel free to reach out to your Account Manager. Thank you!! 

Rebekah at Bonterra
Alyssa Rietveld
Explorer
September 1, 2026

Will Note Capture be available as part of Que’s beta features set to expire on October 15? We would love to test it before committing to purchase.

Rebekah Eslao
Community Manager
September 1, 2026

Hi Alyssa, thanks for your interest! Note Capture is coming soon, and once it launches, we'll share when the beta closes. Just to clarify though—October 15 isn't a set closing date for the Note Capture beta for now. We'll have more details as the release gets closer.

If you'd like to stay in the loop on the exact release and beta timeline, feel free to reach out to your Account Manager or CSM. We’ll also share updates with you in the Community.

Rebekah at Bonterra
Alyssa Rietveld
Explorer
September 1, 2026

Thank you! I got a message in Apricot today about the Que beta period ending on October 15th. Is this just Participant Snapshot, or are there other Que capabilities already released in Apricot?