Property Portal - Assistimo (AI Chatbot)

This article is part of the Property Portal section.

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Property Portal

This feature is currently in Beta testing.

Assistimo is available as part of the Proptimo Advance package. See our website for more information.

Using Assistimo

1. Click the question mark icon in the top right corner.
   
   
   
   
2. Assistimo will open in the bottom right of the screen.
   
   
   
   
3. Type a question into the box and click the send icon, or hit Enter on your keyboard, to send.
   
   
   
   
4. Assistimo will access a range of data sets to provide a suitable answer.
   
   
5. If Assistimo is unable to respond, it will prompt you to try again.
   
   
   
   
6. You can only ask to view information. You cannot change or delete data using Assistimo.
   
   
7. The output is limited to 15 results. For example, if you ask Assistimo to provide a list of clients and order it by highest outstanding debt, it will only show the top 15.
   
   
8. If you close the chat window but remain in the same Property Portal session, the chat history will still be there when you re-open Assistimo.
   
   
9. Refreshing the site will clear the chat history.
   

What can I ask?

Assistimo has access to the following information:

1. Clients
2. Insurance policies (including excess, policy rates, policy types)
   
3. Proposed Works (including voting percentages)
4. Jobs
5. Properties
6. Client-related apportions/apportionment shares
7. Property-related apportions/apportionment shares
8. Float Transactions
9. Cases
10. Charge Transactions and their shares
11. User Tasks
    

Examples of questions

1. What’s the default insurance policy for development X? 
2. What are the apportionments for block X? 
3. What are the recent jobs at development X?
4. What share of roof repairs does client X have?
5. Does X client have communal insurance? What is the excess?
6. Can you tell me what X client's EAE is?
7. What is the Management Fee for the properties in development X?
   
8. What Cases does X client have open?
   

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