Platform Overview

Everything You Need to Manage Communities

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

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

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.

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.

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 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.

Budget Assist

Premium — Launching March/April 2026

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.

M365 Integration

Coming H1 2026

Deep Microsoft 365 connectivity across the platform. M365 SSO is live today. Coming first half 2026: 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.

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