This guide provides a method for accessing community-specific information through the HOAi chat feature. By following the steps, users can quickly find details about a specific community and engage with their association information. It's a quick and efficient way to connect with resources that are housed in Vantaca!
Navigate to HOAi landing page once logged in
2. Click the "Ask anything..." field and enter the question or prompt that you wish the agent to respond to
3. Once the prompt has been entered into the text field, click "Community" to locate and select the association you wish to retrieve the information for. (You may do this before entering the prompt if you choose!)
4. The agent will then review the information in your system to provide the requested information.
The agent can access the Association Additional Information section and will look through documents within the documents folder structure for that association. It can also access individual accounts and balances, reports, and Action Item information.
Governing documents, by-laws, CC&Rs, etc are common items that the agent will search in order to provide current and accurate information.
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