How do I ask Kai a question?
ForLandlordsProperty managers
Who can do this
Users who can use Kai.
Where to find it
Open AI Assistant.
Steps
- The welcome screen reads "How can I help you today?" with four suggestions: "How much money am I expected to make this year?", "What is my biggest expense?", "Create a new property for me" and "Add a new transaction".
- Click a suggestion or type in "Ask Kai anything..." and send.
- Click a record name in the answer to open it.
What happens next
Kai shows its answer, often with record cards or lists. The chat gets a name automatically and is saved in your history.
Good to know
From search (⌘K), type a question and pick Ask Kai about "…" or press ⌘ Enter.
Limits
Kai can read properties, units, leases, tenants, vendors, tasks, maintenance requests, transactions, invoices, bills, announcements, tenant groups and applications, and can give financial summaries (income received, expenses paid, net), AP and AR aging, trial balance, GST/HST summary and account ledgers. Kai can't read inspections or notices in detail, and its answers about documents may fail; open Documents directly.
Troubleshooting
"I couldn't process that request. Please try again." Rephrase, or find the record in its list page.