Using AI in Screens

Purpose

Beyond the AI Assistant, several REOS screens delegate a specific task to the AI in order to draft listing texts, analyse a dictated viewing report, read an invoice or an application document, compare two condition reports, prepare general meeting minutes, comment on a report or explain a valuation.

The result is always presented in the original screen so that you can review and correct it before use, in order to maintain responsibility for the content within the agency.

Where to find it

1. Operations
2. AI

AI tasks are launched from the relevant screens, and their usage is visible in “Subscription”, under the “AI usage” tab.

Steps

1. In the Agenda, use “Dictate the report” on a viewing in order to obtain an opinion, an interest note and proposed tasks.
2. In “Work orders”, use “Read the invoice” in order to extract the amount and VAT from the supplier invoice.
3. In “Valuations”, use “Write the analysis” in order to obtain a text explaining the valuation.
4. In “Reports”, use “Write with AI” in order to prepare the report commentary, and then review it before sending.
5. Consult the “AI usage” tab of the subscription in order to track each call, its duration and its result.

Good to know

• The AI is included in the subscription, so no calls are billed.
• An identical request concerning the same data and files is re-served for 24 hours, and it then appears as “Reused” in the “AI usage” tab.
• If the AI does not respond, the screen indicates this and no data is modified.

Related guides

• OperationsQuerying the AI assistantAsk questions about your portfolio, such as expiring mandates or available units, in order to benefit from the AI functionality included in your subscription.
• OperationsDictating a visit reportRecord the report of a visit orally, so that the AI extracts the opinion, the level of interest, and the tasks that you validate before saving.
• OperationsRead and book the invoiceThe AI reads the invoice uploaded by the supplier to extract the amount, after which the expense is allocated to the unit with a single click.
• SalesEstimating a propertyCalculate an estimate based on your agency's sales and listings, including a range, a median per m², and a list of comparables.
• Asset managementProducing the owner reportGenerate a PDF report with indicators, a rent chart, a comment, and a rental status, then send it by e-mail to the owner.