AI Modules Built for Community Management
Purpose-built AI modules that understand your governing documents, knowledge bases, and community data — with more on the way.
How SmartAssist AI Works
Your community documents feed into a central AI engine that understands context and delivers accurate answers.
A Growing Suite of AI Modules
Purpose-built modules for every aspect of community management.
Manager Chat
Your team's internal AI assistant. Ask about any community and get precise, sourced answers from your knowledge base, PMS data, and community-specific documents.
- Multi-mode context switching (private and business)
- Real-time PMS queries for balances, violations, work orders
- Source citations on every response
- Auto-generated follow-up suggestions
Knowledge Assist
Create an AI-searchable internal knowledge base — employee handbooks, training guides, phone system manuals, company policies — and let AI provide instant answers for staff.
- Upload documents directly
- Manage at company or association level
- New hires get answers on day one
- Favorite and organize knowledge areas
Writing Assist
AI-powered content creation with community context. Five built-in templates for announcements, email responses, document summaries, draft rewrites, and board communications.
- Attach files for context
- Post-generation controls for tone, reading level, length, and translation
- Association-aware — pulls from governing documents automatically
- Copy drafts to your email client; ask us about direct Microsoft 365 email integration
Resident Chat
24/7 AI answers for residents on your community websites. Residents ask questions in natural language and get instant, sourced answers from their community's CCRs, bylaws, and policies.
- No app required — runs as an embedded web widget
- Public questions need no login; account-specific queries use cell/email verification
- Escalation to human staff when needed
- SMS/text channel availability on request
Budget Assist
AI-powered budget forecasting with deep analysis and guidance. Analyze association budgets, compare year-over-year trends, and generate forecasts for board presentations.
- Year-over-year trend comparison
- Data-driven recommendations for budget season
- Forecasts for board presentations
- Replaces spreadsheet gymnastics with AI-powered analysis
M365 Integration
Deep Microsoft 365 connectivity across the platform. M365 SSO is live today — your team logs in with existing Microsoft credentials.
- M365 SSO live today
- Direct Outlook email access (Confirm availability)
- AI-drafted responses placed into draft folders
More Intelligence on the Way
Our AI module suite is growing. Here's what's coming next.
Resident Voice
Confirm availabilityAI phone answering for inbound resident calls. Residents call in and get the same accurate, document-grounded answers they get from chat — by voice.
Resident Email
Confirm availabilityAI-powered email handling and response for resident inquiries. Inbound resident emails are read, understood, and responded to automatically from your community's knowledge base.
SMS/Text Channel
Confirm availabilityText messaging interface for Resident Chat. Residents can text their questions and get AI-powered answers via SMS — same accuracy, same document grounding, new channel.
Vendor Assist
Confirm availabilityContract management, comparison of past and current agreements, and vendor analysis. Helps managers evaluate vendor proposals and track agreement terms.
M365 Deep Integration
Confirm availabilityDirect access to manager Outlook emails, AI-drafted responses in draft folders, calendar integration, and document access across all modules.
Custom Prompt Templates
FutureManagers build their own reusable Writing Assist templates with preset tone, reading level, and length options plus custom instructions — standardizing frequently used content workflows.
Built Different, By Design
The foundations that make SmartAssist AI trustworthy and accurate.
Document-Grounded AI
Every answer comes from your actual documents — CCRs, bylaws, policies, knowledge base entries. No hallucination, no internet scraping. Near 100% accuracy with source citations on every response.
Purpose-Built AI Modules
Each module (Manager Chat, Resident Chat, Writing Assist, Knowledge Assist, Budget Assist) is optimized for its specific task with its own context and tools — not a single generic AI trying to do everything.
Real-Time PMS Integration
Live API queries to Vantaca and FrontSteps for balances, work orders, compliance items, and architectural requests. Daily sync keeps association, unit, and contact data current. No duplicate data entry.
Per-Company Data Isolation
Every management company's data is fully separated — documents, chat history, knowledge bases, and AI context never cross organizational boundaries.
Purpose Built for CMCs
Designed specifically for community management companies — not a repurposed rental PM tool or generic AI bolted onto an existing platform.
Continuous Improvement
The missing information mechanism flags unanswered questions and identifies documentation gaps. Over time, your knowledge base gets smarter as you fill the gaps — a feedback loop that continuously improves coverage and accuracy.
Experience AI That Understands Your Communities
See how our AI assistants can transform your team's productivity. Book a demo to try it with your actual documents.