How do I get Kai to create or change something?
ForLandlordsProperty managers
Who can do this
Users with the matching AI permission and the normal permission for the action. Some actions need an active Kera plan.
Where to find it
A Kai chat.
Steps
- Ask in plain words, for example "Create a task 'Check smoke alarms' due Friday for 12 Main St".
- Kai may ask for missing details. Answer them.
- Kai shows a confirmation panel listing what it will do. Review it.
- Click Confirm to go ahead, or Cancel to stop.
What happens next
After Confirm, a result panel shows "Created:" (or the update) with a link to the record. After Cancel, nothing is saved. Old panels can't be confirmed twice; only the newest unanswered panel is active.
Good to know
Kai can: create, update or archive properties, leases, tenants, vendors, tasks and maintenance requests (with a status-change panel and Update Status for maintenance); invite a tenant while creating a lease; create, update and archive tenant groups; preview an announcement's audience and send it; create and send invoices, create and approve bills, record invoice and bill payments, write off invoices and bills, create recurring invoices and bills, record income and expense transactions, journal entries and record-only owner disbursements, link bank transactions, and open or close accounting periods. It may show a multi-select panel (Select All, Confirm Selection) or Yes/No buttons when it needs a choice.
Limits
Kai never saves without your Confirm. Kai can't send a bank transfer, take a tenant payment, serve a notice, sign a document, start an inspection, upload a document or change settings. Sending an invoice through Kai needs approval permission.
Troubleshooting
If you aren't sure whether an action happened, open the record before asking again, so you don't create a duplicate.