Lease terms
Contractual requirements
Property Management / Lease & resident policy guidance
Make building rules easier to understand before they become problems.
Residents often know there is a rule, but not how it applies to their situation. The AI agent identifies the relevant policy area, finds the rule, and explains it in context. The goal is not to replace the lease. It is to make the relevant rule easier to find and easier to understand.
RESIDENT QUESTION / ILLUSTRATIVE EXAMPLEPOLICY LOOKUP
“Am I allowed to have a dog?”
WHAT THE AGENT CHECKS
The applicable pet policy and the conditions that matter for this resident and property.
Doc SearchRelevant lease or policy language
NOT JUST YES OR NO
Whether pets are allowedNumber of pets permittedBreed or size restrictionsRegistration requirementsDeposits or feesVaccination recordsLeash rulesRestricted common areasCleanup responsibilities
The AI agent can explain the full set of requirements that applies instead of answering only “pets are allowed.”
Separate lease terms from building rules
Show residents what kind of rule they are reading.
Not every requirement comes from the same source. A resident should know whether a rule is contractual, operational, or specific to one part of the property.
Building rules
Operational policies and shared-space rules
Property-specific material
Amenity policies, parking agreements, pet addenda, move-in or move-out procedures, community guidelines, local regulations, and property-specific notices
Most policy questions are situational
Find the detail that changes the answer.
Guests
“Can my partner stay with me for a month?”
RELEVANT DETAILS
Stay duration, repeated stays, registration, overnight parking, guest amenity access, and when management approval is needed.
Amenities
“How late can I use the rooftop?”
RELEVANT DETAILS
The specific facility’s hours, reservations, capacity, age restrictions, deposits, cancellation rules, and food or alcohol restrictions.
Parking
“Can I park a second car?”
RELEVANT DETAILS
Assigned or unassigned spaces, guest parking, overnight restrictions, EV charging, vehicle types, permits, towing rules, and temporary access.
Resident responsibilities
“Who replaces the smoke detector battery?”
RELEVANT DETAILS
The lease and property policy for batteries, leak reporting, cleanliness, frozen pipes, filters, waste, pests, and damage caused by misuse.
A gym, pool, rooftop, coworking room, lounge, storage area, and parking garage may all have different rules. Data Search or Doc Search can provide current facility rules.
Modification requests need approval logic
Explain what is allowed, what needs approval, and what happens later.
The answer may depend on whether a change is temporary, structural, visible from outside, or affects building systems.
- Whether approval is required
- What documentation may be needed
- Whether restoration is required at move-out
- Whether approved vendors must be used
EXAMPLE REQUEST TYPESAI FORM · IF SUBMISSION IS NEEDED
Mount a televisionPaint a wallInstall shelvingReplace fixturesAdd smart-home devicesChange locksInstall window treatments
Structured request details
Collect the details when a formal modification request needs to be submitted.
Renewal and move-out questions need dates
Pair the notice period with the resident’s actual timeline.
When lease dates are connected, the AI agent can calculate the relevant timeline and explain exactly when something must happen.
NOTICE DEADLINEDATES + POLICY
LEASE RULE60 days’ notice
+CONNECTED INFORMATIONLease dates
EXPLAINED TO RESIDENTActual date notice must be submitted
“Your lease requires 60 days’ notice” is more useful when paired with the actual date.
Notice periodMove-out dateInspection timingKey-return deadlineFinal utility requirementsCleaning obligations
Some requests are exceptions, not policy questions
Explain the standard rule, then route requests that need discretion.
Pet outside standard rulesExtended guest approvalSpecial parking accessAmenity exceptionLease change or early terminationUnusual modification
HUMAN HANDOFFProperty team review
Resident context is already captured.
AskHandle building blocks
Ground policy answers. Collect requests. Route exceptions.
01Doc Search
Retrieve the relevant lease, building rule, amenity policy, parking agreement, pet addendum, or property notice.
02Data Search
Look up structured, property-specific facility details and resident information when connected.
03AI Form
Collect structured details when a modification, parking change, or other approval request needs to be submitted.
04AI Answer with Calculations enabled
Calculate an actual notice deadline when the lease dates and notice rules are available.
05Human Handoff
Route exceptions or requests that need staff review with the resident’s context already captured.
Common questions
Lease and resident policy guidance.
Can the AI agent answer questions from the lease?
Yes. Doc Search can retrieve the relevant lease or policy language so the agent can explain the rule in context.
Can it handle different rules for different buildings?
Yes. Property-specific documents and data can be used so the answer reflects the correct building rather than one generic policy.
Can it explain pet or guest restrictions?
Yes. The agent can use the applicable policy to explain limits, fees, registration requirements, and approval conditions.
Can it help residents submit approval requests?
Yes. The AI Form node can collect structured details for requests such as modifications, parking changes, or other approvals.
Can it calculate notice deadlines?
Yes, when the relevant lease dates and notice rules are available. The agent can explain the actual deadline rather than only quoting the notice period.
What happens when the resident wants an exception?
The agent can explain the standard rule and use Human Handoff when the request requires staff review or discretion.