How to use the AI assistant

The AI assistant understands your portfolio and can help with day-to-day landlord tasks — from answering questions to drafting documents.

Step 1: Open the assistant

Go to Assistant from the sidebar, or use the search bar in the dashboard header to open the command menu and start a conversation.

Step 2: Ask a question

Type a question in natural language. For example:

• "Which properties have compliance deadlines this month?"
• "Draft a notice to quit for 123 Main Street"
• "What is the deposit protection deadline for the tenancy at Oak House?"

Step 3: Review the response

The assistant pulls context from your portfolio — properties, tenancies, compliance items, and documents — to give relevant answers. Always review AI-generated content before sending or acting on it.

Step 4: Take action

From the assistant, you can follow suggested next steps — such as opening a property page, creating a document, or checking a compliance item.

Tips

• The assistant works best when your portfolio data is up to date.
• Use it to draft notices and letters, but review carefully before sending to tenants.
• You can also search for pages and actions using the command menu in the header.