Documents and AI vision
Understand what AI reads, how to check a suggestion and where the source document stays.
Read the guide →Help and setup
Get your property records working for you
Start with a familiar document, check what your AI agent finds and take it from there. These guides explain the everyday jobs, from reading an agreement to dealing with a forwarded email.
BBellsophWORKFLOW EXAMPLE
YOUR PROPERTY RECORD
Flat 2, Willow Court
Alex Taylor · monthly rent £950
AgreementDetails reviewed
Rent£350 outstanding
CertificateFollow-up recorded
RepairTap task completed
Your AI agent works with the records behind each answer.
Getting started
A practical place to begin
You can add more information as you go. Start with records you can check easily.
01
Start with a property you know
Add the property and have a familiar agreement or certificate to hand. It gives you something you can check against as you get used to the software.
Explore the tools →02
Let AI read the document
Upload your paperwork and review the details AI vision picks out. Check names, dates and amounts against the original, correct anything that needs attention, then approve the records.
Read about document extraction →03
Give your agent the next job
Send a document or request on WhatsApp, or forward an invoice, receipt, certificate or reminder to your agent’s email address. It reads what you send, matches it to your records and prepares the next step.
See how it works →Find the guide for the job
Each guide includes an illustrated example and answers to practical questions.
Certificates and compliance
Keep the certificate, its dates and any follow-up work connected to the property.
Read the guide →Rent and recorded payments
See how the rent schedule, payments you record and any remaining balance fit together.
Read the guide →Repairs and maintenance
Follow a repair from the first message through the work and its supporting records.
Read the guide →What can I send to my agent’s email address?
Forward property invoices, receipts, certificates and reminders. Your agent reads the email and attachments, identifies the property or tenant and files the document or prepares the relevant action. Check the result and confirm anything the agent cannot match clearly.
Can I work with my agent on WhatsApp?
Yes. You can send property documents and requests on WhatsApp. The agent uses your property records to understand the request and asks for confirmation when the match or next step is unclear.
What should I check after AI reads a document?
Check the property, tenant, dates and amounts against the source. Correct any suggested detail before you approve it. AI vision helps with the reading; your review keeps the records accurate.
Where can I get help with my account or billing?
Use the Contact us page and choose the topic that fits your question. If you already have an account, write from its email address so we can find it. Plan details are on the Pricing page.
Help with your agent, emails and documents
Get in touch for help with your agent’s email address, sending documents on WhatsApp, checking extracted details or matching information to the right property. Tell us whether you used upload, WhatsApp or forwarded email, and what happened.
- Document and AI vision questionsDescribe the detail you were checking and which screen you reached.
- WhatsApp agent questionsTell us the type of request and roughly when you sent it.
- Forwarded email questionsTell us whether it was a receipt, certificate, invoice or reminder, and what action you expected.
Need a hand?
Tell us where you got stuck
Let us know which feature you were using, what you expected and what happened. A short description is enough to start.