Scout retired on Friday, October 2nd, and its work has been handed off to HOAi Chat. This article answers common questions about the transition and what HOAi Chat means for your team. For the homeowner-facing chat in the Home Portal, see HOAi Chat in Home.
Timeline
When did Scout retire?
Scout’s last day was Friday, October 2nd. Scout is no longer available, and HOAi Chat is its replacement.
Did this happen to everyone, or just some clients?
Scout retired for everyone as of Friday, October 2nd.
Can I still use Scout?
No. Scout is retired and is no longer available. We recommend that you and your team make time to familiarize yourselves with HOAi Chat, your new AI companion.
What Is Changing
What is replacing Scout?
Scout has been replaced by HOAi Chat, Vantaca's most powerful AI assistant. HOAi Chat offers the same conversational chat experience you were familiar with in Scout.
Does HOAi Chat do everything Scout did?
Yes, and then some. For the types of questions Scout helped answer, HOAi Chat outperforms Scout. With access to the latest models and Vantaca APIs, HOAi Chat goes further than Scout could. HOAi Chat can look up live data like open action items, vendors, and invoices, which goes well beyond simple information searches.
Is there anything Scout could do that HOAi Chat cannot?
Scout answered general questions about using Vantaca itself, surfacing how-to's and help from Vantaca’s support library. HOAi Chat does not do this. We recommend the Vantaca Service Agent, our dedicated support chat agent that can help you master Vantaca.
Where do I access HOAi Chat? Is it the same as the Scout button that was inside my Vantaca account?
Unlike Scout, HOAi Chat lives in its own space, a separate tab in your browser from the primary Vantaca interface. Your Vantaca CSM provides the login credentials you need to access HOAi Chat.
There is no button inside Vantaca that takes you directly to HOAi Chat. With distinct tabs, though, you get much more screen space to focus on your chat and if you really want to put information side-by-side, most modern browsers allow for split tab views.
Document Access and Data
Will my team still be able to ask questions about our association documents?
Yes. HOAi Chat pulls from the association documents you already manage in Vantaca, just like Scout did.
With Scout, we could control which folders or documents the assistant could see. Can we do the same with HOAi Chat?
HOAi Chat does not offer the same folder-by-folder access controls. Instead, access to folders are dictated by permissions set in Vantaca. Individual users will see options only for the associations they have access to in Vantaca.
Sensitive document categories, including financial statements, bank statements, monthly and owner statements, invoices, and warranties, are excluded from HOAi Chat by default, regardless of individual configuration.
Users and Setup
How do we get access to HOAi Chat?
Vantaca builds your HOAi Chat experience, loads your association documents, and sets up your initial set of users.
Once everything is set up and verified, your CSM provides your login details and a guide to help you get started.
Who on my team gets access to HOAi Chat?
By default, all Vantaca superusers will receive HOAi Chat logins. If the team member in question is NOT a superuser, just let your CSM know! Your CSM can get them added. They just need the team member's name and email address.
Cost
Does HOAi Chat cost anything?
As a former Scout user, your HOAi Chat account includes access at no additional cost. If you’d like to explore what else HOAi can do, such as answering the phone after hours, completing action item steps automatically, or sending out timely text message broadcasts to entire communities, connect with your Account Manager to learn more.
What if we don’t want HOAi Chat?
Your HOAi Chat functionality is complimentary, but if you’d rather not get set up, that's fine too. Let your CSM know that you’d like to opt out and we will not set up your HOAi Chat account. Scout retired on Friday, October 2nd, and opting out of HOAi Chat does not restore Scout access.
Training and Support
Do we need training to use HOAi Chat?
We don’t believe that you’ll need any dedicated training. HOAi Chat uses a familiar, simple chat space, so most people get comfortable quickly. Your CSM provides a quick-start guide to help everyone on your team get oriented, and if you’d rather go through a live walk-through, your CSM can set up some time with you.
Who do I contact with questions during this transition?
Your Vantaca CSM is your main point of contact for HOAi Chat setup, access, and training.
Comments