General

Webinars

• Monthly Product Update 11/2025
• Monthly Product Update 10/2025
• Monthly Product Update 09/2025
• Monthly Product Updated 08/2025
• Monthly Product Updates 07/2025
• Webinar: AR Agent

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Getting Started

• Adding a New User in HOAi
• How to View Proposals in HOAi
• Using the Knowledge Assistant in HOAi
• HOAi Assistant (Chat) Guide
• Workflow Modification - Best Practice
• Guide: How to Draft a Budget with HOAi

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Manager

• Work Order Follow Up
• Service Request Workflow
• ARC Review for Completed Application Workflow

Customer Service

• Orphan Email Workflow
• Triage and Response Workflow

AR

• Bank Return Automation
• Billing Question
• Payment Plan Follow Up
• Add Charge Request Processing
• Approved Fee Waiver Processing
• Fee Waiver Processing

Accountant

• Financial Review

AP

• Board Invoice Approver Notifications
• Categorize Invoice