AI Chat: Your Intelligent Portfolio Assistant
Get AI insights into your portfolio, including key metrics and lease data, with the ability to ask questions.
Functionality & Features
Natural Language Interaction
Ask questions such as "Which tenants have leases expiring in the next 90 days?" and receive a formatted table with direct links to the tenant records.
Contextual Memory
The AI remembers previous queries, allowing for follow-up questions like "What is the base rent for each of these?" without needing to repeat the initial list.
Cross-Domain Coordination
For complex queries, the system automatically coordinates data between multiple sources, such as the Lease and Billing genies, to provide a unified output.
Data Validation
You can upload CSV or Excel files (like a rent roll) and ask the assistant to flag discrepancies against live system data, which are then presented as percentage differences for analysis.
Traceability
Users can view "raw results" to see exactly how the system found the data and use feedback buttons to improve the AI's accuracy over time.
Benefits
Executive-Ready Answers
Move beyond manual document searching to get instant, high-level summaries and trend analysis.
Error Detection
Quickly identify data gaps or inconsistencies between your ERP and your actual lease documents.
History Management
Conversation histories are automatically saved and can be renamed or deleted for better organization.
Watch a Demo of AI Chat Feature
See It For Yourself!
Contact us to share your lease data challenges and see how DealSumm can help.