Online Assistant · Web and phone access

It read your CC&Rs so nobody else has to. Again.

The Online Assistant is an AI assistant trained on your community's governing documents — CC&Rs, rules and regulations, architectural guidelines, meeting minutes, reserve studies. Homeowners ask questions on your website or over the phone, any hour, in any of 50+ languages, and get answers with the exact source cited.

Live in under a week for most communities — you just send us the documents.

Answered · Sun 7:15 AM
Phone call · SpanishNo. 0412

"¿Puedo rentar mi casa por menos de un año?"

No. Your community requires a minimum lease term of 12 months, and leases must be submitted to management within 10 days of signing. Short-term rentals (under 30 days) are prohibited.

Source: CC&Rs §7.1 — Leasing Restrictions
§1How it works

From a stack of PDFs to a working assistant.

Send us your documents

CC&Rs, bylaws, rules and regulations, architectural guidelines, recent meeting minutes — whatever governs your community. PDFs are fine, even scanned ones. That's the whole setup on your end.

We build it, your board tests it

We train the assistant on your documents and hand your board a private test link. Ask it the hard questions — the parking edge cases, the pet rules, the fence-height disputes. Nothing goes live until you're satisfied with the answers.

It goes live on your site and phone line

Homeowners reach it through a widget on your community website or a dedicated phone number. It answers around the clock, cites its sources, and speaks the homeowner's language — literally.

It stays current

Board passed a new rule? Updated the architectural guidelines? Send the new document and the assistant's answers update with it. Old answers don't linger.

§2Scope

What it handles — and what it hands off.

An assistant that knows its limits is the only kind worth having. Online Assistant answers questions of fact from your documents. Decisions, disputes, and exceptions belong to people.

It answers

  • Rules questions — parking, pets, rentals, noise, trash schedules, pool hours
  • Process questions — how to submit an ARC application, pay dues, reserve the clubhouse
  • Document lookups — "what does section 7 actually say?"
  • General community info — amenities, contacts, meeting schedules

It hands off to your manager

  • Requests and disputes — fee waivers, violation appeals, neighbor conflicts
  • Account-specific matters — balances, payment plans, personal records
  • Legal questions — it quotes your documents; it never plays lawyer
  • Anything it isn't sure about — uncertain means escalate, not guess
§3Common questions

The questions boards actually ask us.

What happens when it doesn't know the answer?

It says so, and forwards the question to your manager or board contact with the homeowner's information. It's built to escalate rather than improvise — a wrong answer about your community's rules is worse than no answer.

Can homeowners really call it on the phone?

Yes. Communities can add a dedicated phone line so residents who don't use the web — and every community has them — get the same answers by voice, in their own language.

What if the board changes a rule?

Send us the updated document. The assistant's knowledge is refreshed from your current documents, so a rule change in March doesn't produce January's answers in April.

Do we have to change our management software or website?

No. The assistant is a widget that drops into your existing community website, and the phone line is a number you publish. Nothing about how your community is managed has to change.

Can the board see what homeowners are asking?

Yes — and this turns out to be one of the most useful parts. A monthly view of what residents actually ask tells a board exactly which rules are confusing, which documents need rewriting, and what to address at the next meeting.

What does it cost?

Membership is $99 per month with a three month minimum to cover setup. There is no setup fee and no annual plan.

Give your board its evenings back.

Send us your documents this week; your homeowners could be getting cited, accurate answers by next week.

Test Drive (949) 881-7071