Using the Assistant

Open the sparkle icon in the header. The Assistant can explain workflows, find and analyze organization records, draft material, research public information, and carry out supported operations. You can describe a complete outcome in ordinary language without knowing the individual tools involved.

The simplest way to discover what the Assistant can do is to ask it. It can also coach you on how to word a request or which files to provide. If the Assistant cannot complete a task, ask it why and what you need to change for it to succeed.

Send a message

Press Enter to send and Shift + Enter for a new line. Dictation is available where supported by your browser. The Assistant works on one message at a time, so wait for its answer before sending the next.

Suggested follow-ups may appear after an answer. Selecting one fills the composer; you can edit it before sending. Selecting a suggestion alone does not perform its proposed action.

Credits

The Assistant uses credits for each request, and more for longer or more complex work. Web searches use credits too. If the organization has no credits available, the Assistant cannot run; a Director can add credits.

What it can do

• Find records: search and read Contacts, Leads, Listings, Lettings, Work orders, Inspections, Viewings, Offers, Payments, Reminders, Appointments, Users, Files, Photos, and Forms, and your calendar.
• Analyze your data: count, group, and summarize records, and present comparisons and trends as charts.
• Create and update records: contacts, listings, viewings, offers, lettings, inspections, work orders, payments, reminders, and appointments. See Create and update records.
• Clone listings: start a new listing from an existing one.
• Match contacts and listings: find listings for a contact, or buyers and tenants for a listing.
• Preview letting terms: work out the suggested terms for a letting before creating it.
• Record payments: create payments, update their status, and record partial payments.
• Set up alerts: configure follow-ups on a listing, letting, or work order.
• Complete forms: create, read, update, archive, or restore forms on records.
• Manage files and photos: store, rename, and delete files and photos, and order a listing’s photos.
• Read documents: inspect files saved on records, and analyze new uploads.
• Archive and restore records: with the same permissions and restrictions as the application.
• Make bulk changes: update or archive several contacts, or update or delete several files, in one request.
• Import spreadsheets: validate and import existing data.
• Research and write: search the web, read public web pages, and draft material.
• Send an email: send one email to one recipient when you explicitly ask it to send, after your approval. Asking it to draft an email sends nothing. The email comes from AvaroAI’s sending address with your name as the sender, and replies go to your own email address. Up to 10 files stored against records can be included as download links that expire after seven days. AvaroAI does not keep a copy in a record.
• Explain AvaroAI: describe how a workflow works, how to word a request, or which files to provide.

Check an answer

When an answer refers to a record, select it to open a summary panel. From the panel, Edit opens the record, and View opens its files, forms, alerts, or verifications where it has them.

Charts can clarify comparisons and trends when the underlying data supports them. Ask for the date range, filters, and source records when you need to check an answer. A report and an AI analysis can differ if they use different dates, statuses, purposes, or cached data.

What it cannot do

The Assistant has no access to contact verifications, organization settings, billing, or reports, and it cannot convert leads, publish listings to portals, or manage users.

It works within the current branch and your role at that branch. Available tools may vary by environment. If a task is unsupported, incomplete, or uncertain, use the result as a prompt to investigate rather than assuming it has been completed.

Conversations

Use a new conversation for a new subject, or continue the existing one when the previous context matters. A conversation holds up to 30 of your messages; after that, start a new one.

Each conversation belongs to the branch where it was started, and the Assistant works with that branch’s records. Use Conversation history to find the current branch’s earlier chats by title, rename them, or remove them.

Each conversation is deleted 28 days after it was started, even if you are still using it or a task in it is still running or waiting for your approval, so save important outcomes in the relevant records rather than relying on chat history as a permanent archive.