AI compliance tracking

Let AI read the certificate and help with the follow-up

Send your agent a property certificate and it reads the dates and findings, matches the document to the right property or unit, and prepares the next steps. You can see the evidence behind the record and decide what needs doing.

Add your first property free See the walkthrough

Start free. AI with your property records to hand.

BBellsophWORKFLOW EXAMPLE

CERTIFICATE HISTORY

Keep the evidence together

Flat 2, Willow Court

1
AI reads the certificate
Key dates and reported findings brought together for review.
2
Agent prepares follow-up
A task keeps the next action visible.
3
Replacement awaiting review
Check the new document; the earlier certificate remains in the history.

A certificate and the work around itIllustrative workflow · fictional sample data

Keep the certificate with the right flat

Upload a certificate, send it on WhatsApp or forward the email containing it to your agent’s own address. AI vision reads the document and identifies the property or unit it relates to. Review the suggested dates and findings before approving the record; an unclear address needs your confirmation.

Turn a finding into follow-up work

Example: Flat 2, Willow Court has an existing certificate record, and the document reports an issue needing attention. Your agent reads the finding and prepares a property-linked follow-up task. You review the issue, arrange the appropriate action and approve any outgoing message, booking or spending before it goes ahead.

Check the replacement and retain the history

When a new certificate arrives, send it to the agent rather than starting a separate trail of paperwork. It identifies the relevant unit and reads the new document for your review. After you check it and approve the update, the replacement joins the record while the previous certificate remains in the history. Follow-up work stays visible until its completion is recorded.

Your agent, where you work

Send the certificate from your phone

Message the document to your Bellsoph agent on WhatsApp. It reads what you send, matches it to the relevant records and brings the details together for review. You can ask about the next action in the same conversation, with the source evidence still attached.

See how the agent works

BBellsophWORKFLOW EXAMPLE

Bellsoph agentWhatsApp conversation

Here’s the new certificate for Flat 2, Willow Court.

certificate.pdf

I’ve read the certificate and matched it to Flat 2. The dates and findings are ready for you to check.

Certificate reviewFlat 2 · source file attached

What rent is still outstanding?

£350, based on £950 due and the £600 payment recorded. I can prepare a reminder for you to review.

Work with your Bellsoph agent on WhatsAppIllustrative workflow · fictional sample data

Before you start

A few practical answers

Ask us a question

Does a certificate record prove my property is compliant?

No. The agent helps you organise evidence and follow-up work. It doesn’t certify legal compliance or replace inspections, and requirements depend on the property and where it is.

What if the certificate only shows the building address?

The agent asks you to confirm the correct property or unit when the match is unclear. Your confirmation places the certificate with the right records.

Can I deal with the follow-up on WhatsApp?

Yes. Send a replacement document, ask about the record or give your agent an update on the work. It connects that information to the property’s follow-up.

Put your AI agent to work

Start with the certificate already in your files

Let your agent read it, check the suggested details and keep the next job connected to the evidence.

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