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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. It draws real charts and cards into the conversation, links you to the records behind the answer, and, with your confirmation, does the work for you.
The Proprietas assistant answering from live portfolio data

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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 site, 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 in one card: overdue compliance, lease breaks and term-ends in the next 90 days, urgent issues, and rent overdue. Each item links 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, such as “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.
Actions are propose → confirm → execute: the assistant never writes to your data without an explicit confirmation. Every action it performs is recorded in the audit trail and requires an Editor seat.

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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, so you can pick up any chat where you left off.

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Managing Chats

Click Chat at the top of the sidebar to see your recent chats. New Chat at the bottom of the list starts a fresh one. Hover a chat and click its ⋮ menu to:
  • Open in New Tab
  • Rename it (R). Type the new title and press Enter, or Esc to cancel.
  • Delete it (D)

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Where to Find It

Open the assistant from Chat in the sidebar, or press g then a. It respects your active site scope: focus on one site and the assistant answers about that site.

Navigating the app

See where the assistant, search and scope live in the shell.