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AI Assistant

The AI Assistant is your central hub for AI-powered help in PorchQ. It's the default landing page when you access your property, putting powerful AI tools at your fingertips.

What You Can Do​

Ask Questions About Documents​

Get instant answers about your CC&Rs, bylaws, and community rules.

Examples:

  • "Can I install a fence in my backyard?"
  • "What are the pool hours?"
  • "Are short-term rentals allowed?"

Learn more about Document Q&A →

Review Images​

Attach a JPEG, PNG, or GIF image and ask the assistant to summarize what is visible, review a screenshot, or answer a question about the image. Image review works directly from the attached file and is separate from indexed document search.

Process Meeting Notes​

Upload board meeting notes and get AI-generated policy update suggestions.

Learn more about Meeting Notes →

Draft Communications​

Ask the AI to draft emails, announcements, or policy documents.

You can also use AI helper from Communications when starting a resident conversation or replying to a thread. It can draft, soften, shorten, or firm up the message body, then inserts the result into the composer so a manager can review before sending.

Quick Start​

  1. The AI Assistant opens automatically when you access your property
  2. Type your question or draft request in the composer
  3. Use the toolbar below the composer to adjust mode, audience, tone, answer details, document context, or prompts before you send
  4. Use Prompts for common tasks:
    • Draft a notice - Create resident communications
    • Meeting recap - Summarize meeting minutes into action items
    • Document question - Ask about governing documents
    • Vendor help - Evaluate vendor options and draft questions
  5. Press Enter or click Send

Composer Toolbar​

The composer stays focused on writing. Controls live in the toolbar below the box so the AI can still produce a more useful answer on the first try:

  • Mode: Ask, Draft, Summarize, or Plan
  • Audience: Board, residents, manager, or vendor
  • Tone: Clear, friendly, formal, or firm
  • Answer details: Include next steps, citations, risks, or related guidance
  • Context: Review indexed document status and start from a recent document
  • Prompts: Start from quick prompts or reusable board workflows

The + button in the composer lets board members and managers attach PDFs, Word files, spreadsheets, text files, JPEGs, PNGs, or GIFs. Documents are searched through Document Q&A after indexing; images are reviewed directly by the assistant.

Attachments can be removed before sending. Each file can be up to 25 MB.

Suggested Next Actions​

After an answer, the assistant suggests practical follow-ups such as drafting a resident reply, creating an action checklist, or searching for related exceptions. Select a suggestion to load it into the composer, then edit it before sending.

Conversation History​

Your AI conversations are saved automatically so you can pick up where you left off.

Viewing Past Conversations​

  1. Click the History button in the top right
  2. Browse your previous conversations
  3. Click any conversation to continue it

Managing Conversations​

  • Rename: Click the three-dot menu (⋮) on any conversation → Rename
  • Delete: Click the three-dot menu (⋮) → Delete (this cannot be undone)
  • New chat: Click New chat to start a fresh conversation

AI Settings​

Board members can configure AI behavior for the property.

AI Memory​

When enabled, the AI remembers context from your previous conversations to provide more relevant answers. Toggle this setting based on your preference:

  • Enabled: AI uses conversation history for better context
  • Disabled: Each conversation starts fresh without prior context
Board Members Only

Only owners and managers can access AI settings. Residents cannot modify these options.

Providing Feedback​

Help improve the AI by providing feedback on responses:

  • Thumbs up 👍 - The response was helpful and accurate
  • Thumbs down 👎 - The response was unhelpful or incorrect

Your feedback helps us improve the AI's accuracy over time.

Learn More​

For comprehensive guides on using AI in PorchQ: