The Assistant

The Assistant sits near the top of the sidebar, above the groups, because it spans everything rather than belonging to one area. Ask it in plain language.

Two kinds of question

"How do I…?" — questions about the software. Where do I charge interest on arrears? How do I send meeting notice? Where does the reserve projection live? It answers with the actual click path, e.g. FinancesCharge interest on arrears.

"What is…?" — questions about your corporation. What's the balance in the reserve fund? Which lots are more than 60 days overdue? What did we decide about the parkade membrane? It answers from your records and your uploaded documents, and cites where each fact came from.

What it can see

The Assistant sees exactly what you can see, and no more.

• A council member asking about arrears gets the corporation-wide picture.
• An owner asking the same question gets their own account, because that is all their login reaches. It will not read them another owner's ledger, and it will not quote the roster's contact details at them. Where the honest answer is "ask your council", it says so rather than inventing one.

The same boundary that governs the pages governs the chat.

Where its answers come from

Every answer is grounded in one of three things: a snapshot of your corporation's current data, excerpts from your uploaded documents (quoted with the page number), or its map of the product for how-to questions.

If a question can't be answered from any of those, it says so rather than guessing. That is deliberate, and it is the behaviour you want from something answering questions about money and statutory obligations.

Questions worth asking

Getting oriented

• What needs my attention this month?
• Where do I record a payment that came in by cheque?
• How do I run an AGM in here?

Money

• What's in the contingency reserve fund?
• Which lots are in arrears, and by how much?
• How much did we spend on landscaping last year?

Documents and governance

• What do the bylaws say about short-term rentals?
• When did we last approve a special levy, and for what?
• What's the notice period for an SGM?

As an owner

• What do I owe and when is it due?
• Am I allowed to install a heat pump?
• When is the next AGM?

How to get better answers

Be specific about the thing. "What did the 2025 AGM decide about the roof?" beats "roof?".

Say which lot. "What does lot 204 owe?" beats "what does this owner owe?".

Follow up in the same conversation. It keeps context, so "and the year before?" works.

Ask for the source. "Which document says that?" — it will give you the file and page.

What it will not do

The Assistant is a reader and a drafter, not an operator. It will not:

• send an email, post an announcement, or issue a notice;
• charge a lot, record a payment, or move money;
• approve minutes, finalize a vote, or close a work order;
• change your settings or your plan.

It will tell you exactly where to go and what to click. The action stays yours. It's the same rule everywhere the AI helps: it prepares, you decide.

Checking its work

Treat it as a well-briefed assistant, not an oracle:

• Follow the citation. Answers from documents name the file and page — open it when the answer matters.
• Cross-check the numbers. A figure quoted in chat should match the ledger or statement. If it doesn't, trust the ledger and tell us.
• It doesn't give legal advice. It can tell you what your bylaws say. Whether that holds up is a question for a lawyer.

Conversations

Past conversations are kept so you can return to one. They are visible only to you, and they follow your corporation's retention settings.