Every property workspace has an AI chat panel pinned to the right side. It's an analyst grounded in the property's data and uploaded documents. You ask questions in plain language; it answers with citations.
What it can answer
A non-exhaustive list:
- Income & rents — "what's the in-place vacancy?", "what's the median 1-bed rent?", "show me the lease expiration distribution."
- Expenses — "what was payroll in March in the T-12?", "is the management fee in the OM consistent with our model?"
- Comps — "summarize the three most relevant comps", "what's the cap-rate range across the comps?"
- Market — "what's the supply pipeline within 1 mile?", "is this submarket growing?"
- Risk & opportunity — "what are the three biggest risks?", "what value-add levers does the AI Summary identify?"
- Document-grounded — "what does the OM say about parking ratio?", "find the section in the lease about pet fees."
What it won't do
- Won't fabricate. If a fact isn't grounded in the property's data or documents, the chat says so rather than inventing one.
- Won't editorialize. It won't recommend "buy" or "pass" — that's your call. It can summarize the facts that bear on the decision.
- Won't reach out beyond the property's data. Asking it about an unrelated property in your portfolio won't work in this scope.
For broader, multi-property analysis, the chat panel scope can be expanded in the future — today, it's per-property.
Per-section context
The chat is contextually scoped:
- On the overview, it answers about the property as a whole.
- On a section subpage (e.g. Financial), it's tuned to that section first, with full property context as fallback.
- Each section keeps its own conversation history, so flipping between sections doesn't clutter unrelated threads.
Citations
Every factual answer cites sources — typically a document page (Acme_OM_2026.pdf p.14), a section card (Comps section), or a citation chip on a specific value. Click any citation to jump to the underlying source.
See Citations in chat.
When chat is disabled
The chat panel is disabled in a few states:
- During an active research run for sections that depend on data still in flight. Already-completed sections remain queryable.
- During a save in progress — momentary, while the save bar commits.
- During document indexing for queries that explicitly target a still-indexing document.
Conversation history
Each property's chat history is preserved. You can search past conversations, revisit a thread, or share a thread URL with a teammate (chat is private to your org).
Privacy
Chat conversations are scoped to your organization, encrypted at rest, and never used to train models. See AI in Relm for the full data-handling rundown.