The Assistant

The assistant is a first-class surface in Proprietas, not a chat box stuck in the corner. Ask a question about your estate in plain English and it answers from your live data — drawing real charts and cards into the conversation, linking you to the records behind the answer, and (with your confirmation) doing the work for you.

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What You Can Ask

The assistant is grounded in your own portfolio, so the questions that matter are the operational ones:

• “Which sites have an overdue EICR?”
• “When does the lease on the Maple Street site break?”
• “Show me every gas safety certificate expiring in the next 60 days.”
• “What’s our maintenance spend trend this year?”
• “Rent money in vs out over the last 6 months.”
• “What does the @Brentmoor lease say about break clauses?”

Type @ to reference a specific property, lease or document and the assistant scopes its answer to it.

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Charts and Cards, Inline

Answers aren’t just text. When you ask something visual or financial, the assistant renders the real component straight into the conversation:

• Rent · Money In vs Out and Maintenance Spend charts — the same visualisations as your dashboard.
• Record cards for a site, contractor or obligation.
• Compact tables with an Open in grid link that jumps to the matching, pre-filtered view.

Try “show me rent money in vs out over the last 6 months” or “what’s our maintenance spend trend?”.

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What Needs My Attention?

Ask “what needs my attention today?” and the assistant composes a briefing — overdue compliance, lease breaks and term-ends in the next 90 days, urgent issues, and rent overdue — into one card, with each item deep-linked to its record. It’s the fastest way to start the day.

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Ask About a Document

Ask what a lease or certificate says — “what’s the rent review mechanism on @Caldon Academy?” — and the assistant answers from the extracted clauses, quotes the relevant text, and cites the page. Click the citation to open the source PDF at that exact page.

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Let It Do the Work

The assistant can take action, not just report. Ask it to:

• Raise a work order from an issue,
• Assign an issue to a teammate, or
• Log a payment against a work order.

It proposes the action as a confirmation card showing exactly what it will do. Nothing happens until you press Confirm — then it performs the change through the same audited path as the rest of the app.

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Keep Going

Each answer is followed by tappable follow-up suggestions — one tap to drill in (“break it down by site”, “show the last 12 months”, “draft the chase email”). Entity mentions throughout an answer are clickable, and conversations persist: open the assistant from the sidebar or topbar and pick up any thread where you left off.

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Where to Find It

The assistant has its own sidebar entry and its own pages, and it’s reachable from the topbar on every screen. It respects your active property scope — focus on one site and the assistant answers about that site.