Client Case Study · Nonprofit AI

Lupita: The bilingual AI assistant 2,000+ non-profit employees can actually use to make a difference.

AZ Technology Solutions built Lupita for Chicanos Por La Causa — an AI assistant that lives inside Microsoft Teams, giving every employee instant, trustworthy answers to their HR & IT questions in English and Spanish, with a cited source every time.

See Lupita in action

Watch her field three real questions — bilingual, with cited sources.

While this was deployed inside Microsoft Teams, the exact same pattern runs in Slack, too.

See how I build for Slack:

Office Hours · Custom Slack Apps

A live demo: Lupita answering three employee questions inside Microsoft Teams.

Chicanos Por La Causa

Who is Chicanos Por La Causa?

Founded in 1969, Chicanos Por La Causa is one of the largest Hispanic-serving nonprofit community development corporations in the United States. From its Phoenix headquarters, CPLC drives economic and political empowerment for hundreds of thousands of people across the Southwest each year. More than 2,000 employees carry that mission across shelters, charter schools, clinics, and workforce centers — organized into five Areas of Impact.

The Five Areas of Impact

Health & Human Services

Housing

Education

Economic Development

Advocacy

CPLC’s Impact in Numbers

1M+
Lives impacted every year
6
States across the Southwest
4,000+
Families housed
1,000+
Head Start families served
$45M+
Lent to small businesses last year

The opportunity: empower every employee

With more than 2,000 employees across dozens of programs, CPLC’s HR and IT teams answer the same questions every day — How much PTO do I have? How do I enroll in benefits? How do I get a loaner laptop? CPLC had already invested in self-service tools to lighten that load, and the goal was to build on that foundation: put fast, trustworthy answers directly in every employee’s hands — in their own language, right where they already work — while giving leadership clear visibility into what their people need most.

Lupita

Meet Lupita

An AI HR & IT assistant that meets employees where they already work.

Zero-friction access

No portal to hunt for. Employees open Microsoft Teams — the app they already use all day — and chat with Lupita like a knowledgeable coworker.

Bilingual by default

CPLC’s workforce is largely Spanish-speaking. Lupita detects the language automatically and answers fluently in English or Spanish.

Every answer is sourced

Each response cites the exact document and section it came from, so employees can trust — and verify — what Lupita tells them.

Secure by design

Lupita runs entirely inside CPLC’s own Microsoft 365 and Azure environment. No employee data ever leaves the organization.

Understands the documents

A retrieval-augmented AI reads across hundreds of HR and IT policy passages to assemble one direct, accurate answer.

Always current

When HR or IT updates a policy in SharePoint, Lupita’s knowledge refreshes automatically — no one has to remember to update the bot.

INSIDE THE PLATFORM

Live dashboards

Beyond the chat, Lupita ships with dashboards that make the work visible — usage and safety auditing, a document indexer, and announcement reach. Click any dashboard to enlarge. (High-level views; sample data only.)

Lupita usage and audit dashboard (illustrative sample data)

Usage & safety audit

Every interaction auto-classified and logged — bilingual (EN/ES), with completion rates and safety flags at a glance.

Illustrative dashboard — sample data shown to protect client confidentiality.

Lupita document indexer dashboard (illustrative sample data)

Document indexer

Policy documents from SharePoint vectorized and searchable per department — HR, IMTS, Finance, and more.

Illustrative dashboard — sample data shown to protect client confidentiality.

Lupita announcements / reach dashboard (illustrative sample data)

Announcements & reach

Proactive announcements pushed to staff, with delivery tracked across the roster.

Illustrative dashboard — sample data shown to protect client confidentiality.

What Lupita delivers

Live in Microsoft Teams with no training required — employees just open the app and start asking.

2,000+

Employees served

700+

Policy passages indexed

<15s

Typical response

100%

Processed in-tenant

Secure by design

Enterprise-grade AI that runs entirely within the organization’s own Microsoft environment.

High-level secure architecture inside CPLC's Microsoft environment

Passwordless identity, every document and conversation kept inside CPLC’s own tenant.

Where it goes next

Lupita is the first step in a broader AI transformation — built on an architecture that’s reusable across the organization.

Assistants for every department

HR, IT, and finance assistants on the same proven foundation — each with its own knowledge base.

Leadership analytics

Real-time visibility into what employees ask, where the documentation gaps are, and what to fix.

Human-in-the-loop automation

Routing and approvals for routine work — staff always make the final call. Accountability comes down to a single click.

About AZ Technology Solutions

AZ Technology Solutions deploys secure, working AI for organizations that need results, not experiments — Microsoft Teams assistants, workflow automation, and enterprise AI made accessible to nonprofits and mid-market teams. We don’t sell demos. We deploy working systems.

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Angel Menendez

Written by

Angel Menendez

Founder & Principal AI Systems Architect