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 my total compliance exposure across the trust right now?”
- “Draft an audit pack for Oakfield Primary.”
How It Works
Each answer is built from typed, audit-logged tools — compliance lookups, lease summaries, portfolio queries, audit-pack drafting — not free-form guessing. That means answers link back to the underlying records, and every action the assistant takes on your behalf is recorded in the audit trail like any other change.Conversations persist. Open the assistant from the sidebar or the topbar, and pick up where you left off — each thread keeps its history.
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.Navigating the app
See where the assistant, search and scope live in the shell.