Platform Overview

Everything You Need to Manage Communities

A workforce automation platform with AI-powered tools, deep PMS integrations, and enterprise-grade security.

Platform features

Purpose-built AI modules that understand your governing documents, live PMS data, and community knowledge — answering questions, drafting content, and giving your team tools to work faster.

Manager chat connects a question to a community recordCommunity AFind the maintenance request.Work orderView original record

Manager Chat

Your team's internal AI assistant. Look up policies, check community details, pull real-time PMS data — balances, violations, work orders, architectural requests — without digging through folders or waiting for answers. Supports private and business modes.

Search internal knowledge with its source attachedTeam libraryHandbooksTrainingProceduresAnswerSource linkedKnowledge that stays traceable

Knowledge Assist

Transform internal knowledge into an AI-searchable resource. Upload employee handbooks, training materials, phone system manuals — and let AI instantly surface answers for company-wide questions and new employee onboarding.

Community context becomes a draft for reviewContextCommunityToneLengthDraft messageReview first

Writing Assist

AI-powered content creation with community context. Five built-in templates for announcements, email responses, document summaries, draft rewrites, and board communications. Full tone, reading level, and length controls. Attach documents for context. Association-aware — pulls from the selected community's governing documents automatically.

Resident questions connect to community guidanceResidentCommunity chatWhere are the rules?Open source

Resident Chat

24/7 AI answers for residents on your website. Residents ask questions in natural language and get instant, accurate responses from their community's CCRs, bylaws, and policies. Authenticated access for account-specific data like balances and compliance status. No app required.

Compare budget scenarios before a board reviewBudget planningIllustrative comparisonCurrent planScenario

Budget Assist

Premium — Confirm availability

AI-powered budget forecasting and analysis. Analyze association budgets, compare year-over-year trends, and generate forecasts for board presentations. Helps your team prepare for budget season with data-driven recommendations.

Microsoft sign-in with additional email tools subject to availabilityMicrosoft 365Use your existing sign-inEmail & document toolsConfirm availability

M365 Integration

Confirm availability

Deep Microsoft 365 connectivity across the platform. M365 SSO is live today. Confirm availability: direct access to manager Outlook emails, AI-drafted responses placed into draft folders for review, and document integration across modules.

Knowledge Engine

Three Types of Knowledge Sources

Documents, Q&A entries, and web links feed into all chat modules — ensuring consistent, accurate responses across the platform.

Documents

Upload PDFs, Word docs, or pull from PMS document libraries. AI-powered embedding (RAG) for fast, accurate retrieval.

  • Upload directly or pull from PMS
  • Permission levels: Public, Resident, Board, Community Manager
  • Company-wide or per-association scoping
  • Processed through AI-powered RAG for instant retrieval

Q&A Entries

Manually enter question-and-answer pairs for FAQs, community-specific answers, or corrections.

  • Company-level (e.g., "What are your office hours?")
  • Association-level (e.g., "When is trash day at Oakwood?")
  • Precise control over specific answers
  • No need to upload a full document

Web Links

Specify a URL and SmartAssist auto-parses content into its knowledge store with configurable refresh.

  • Auto-refresh on configurable frequency
  • Ideal for community websites and HOA portals
  • Eliminates manual document updates
  • Company-wide or per-association scoping

Automatic Source Scoping

Company-wide sources are shared across all associations. Association-specific sources apply only to that community. When a user selects an association, the AI automatically combines both for context-aware responses.

Trust & Accuracy

No Hallucination — Answers Only From Your Documents

SmartAssist uses Retrieval Augmented Generation (RAG) to deliver near 100% accuracy with built-in quality safeguards.

Near 100% Accuracy

AI answers only from embedded documents — no hallucination. Every response is grounded in your actual community data and governing documents.

Missing Info Detection

When the AI can't find an answer, it explicitly says so — no guessing. The interaction is flagged for staff review, creating a feedback loop that identifies documentation gaps.

Onboarding Intelligence

AI scans your document library folders and filenames, suggests which documents to include, auto-recommends permission levels, and matches common document types (CC&Rs, bylaws, architectural guidelines).

Security

Roles & Permissions

Pre-configured roles with sensible defaults. Access is scoped by association — managers only see their assigned communities.

Billing Admin

Manages subscription and billing settings with limited access to platform configuration.

Company Admin

Full access to all features, company-wide settings, employee management, role assignment, and all associations.

Community Manager

Access to assigned associations only. Full use of operational modules — Chat, Writing Assist, Knowledge Assist — but cannot modify company settings.

Setup

Configuration at Three Levels

Company-wide settings, per-module configuration, and per-association customization.

Company Configuration

  • Company profile and branding
  • Employee management and role assignment
  • PMS integration credentials and sync
  • Global preferences across all associations

Manager Chat Config

  • Module enable/disable per association
  • Document source selection and permissions
  • Knowledge base management
  • AI behavior and response settings

Resident Chat Config

  • Chat widget customization and branding
  • Authentication settings per question type
  • Document access permissions by role
  • Escalation settings and welcome messages
Onboarding

Up and Running in Hours, Not Months

Fast onboarding with AI-assisted setup that gets smarter over time.

PMC Onboarding

Under 1 hour
  • Telebria team adds customer record
  • Configure API credentials to PMS
  • One-time setup — ready to go

Association Onboarding

Under 1 hour each
  • Enable/disable features per community
  • Configure document access & permissions
  • AI-assisted setup for faster onboarding
Take the next step

See the Full Platform in Action

Book a personalized demo and discover how SmartAssist can streamline your operations.

No Setup FeesMonth-to-Month14-Day Trial with Your Data