Querying the AI assistant

Purpose

The "AI assistant" answers questions about your portfolio in natural language, based on a snapshot of organisation data, including units by status and available units, mandates expiring within 90 days, active leases and open tickets.

The assistant answers in a factual manner and does not modify any data, meaning that while it can suggest an entry, the application of that entry always remains your responsibility.

Where to find it

1. Operations
2. AI

The screen is entitled "AI assistant".

Steps

1. Open "AI" in order to display the "AI assistant" screen.
2. Enter your request in the "Your question" field, such as expiring mandates or available units.
3. Click on "Ask" or press Enter to send it, noting that Shift and Enter insert a line break.
4. Ask follow-up questions within the same conversation, which preserves the context of previous exchanges.

Good to know

• AI is included in the subscription, and the "AI usage" tab of the subscription displays the questions asked for information purposes only, without any billing.
• If the service does not respond, the message "The AI service did not answer. Try again in a moment." appears and your question remains in the field.
• The assistant answers in the interface language and does not invent any figures that are absent from the organisation data.

Related guides

• OperationsUsing AI in ScreensSeveral screens use AI to draft, read or compare information, such as a dictated report, invoice reading, valuation analysis or report.
• Getting startedReading the overviewKey portfolio metrics, twelve-month rents, and items to handle, gathered on the portal home screen.
• PortfolioManaging mandatesRecord your sales, letting, management or co-ownership mandates, numbered in the register, and track them until they end.
• Account and subscriptionChoosing and changing your planConsult your current plan, your usage of units and accounts, and upgrade or downgrade your subscription.