HOAi Chat in Home

HOAi Chat is an AI tool built into Vantaca Home that allows homeowners to submit requests and questions directly through the Home portal. Management company staff can use it to help homeowners and retrieve information. This article explains what HOAi Chat is, how it works, and how to interpret action items created through this tool.

Important: You must have HOAi Voice enabled to use HOAi Chat in Vantaca Home.

Contents

• What is HOAi Chat in Vantaca Home?
• How Action Items Are Created
• FAQ

What is HOAi Chat in Vantaca Home?

HOAi Chat is an AI-powered chat tool available to homeowners through the Vantaca Home Portal. It allows homeowners to ask questions, request information, and submit action item requests without contacting staff directly. HOAi Chat processes these requests and can automatically create action items in the system when needed.

How Action Items Are Created

When a homeowner submits a request that requires follow-up or action, the system automatically creates an action item (XN) in the system.

These action items will display as "created through HOAi" in the system description field and include:

• The original request or question from the homeowner
• The homeowner's account information
• Relevant context from the chat conversation
• Clear instructions on what action is needed

You can review all this information by opening the action item in your system. It requires staff attention just like any other action item.

FAQ

Q: Why does the action item say "created through HOAi" instead of having a staff member's name?

A: HOAi Chat is automated. When a homeowner's request requires an action item, the system creates it automatically. The "created through HOAi" label indicates this automation, not that something went wrong.

Q: Should I be concerned if I see an action item created through HOAi?

A: No. These are normal, legitimate action items that require the same attention and follow-up as action items created manually by staff.

Q: Can I edit or delete action items created through HOAi?

A: Yes. Once created, you can manage these action items like any other action item in the system—edit details, reassign, close, etc.

Q: How do I know what the homeowner was asking about?

A: Open the action item and review the description and notes. The original request from the homeowner will be documented in the action item details.

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