HOAi October 2026 Release Notes


Important: Some features below are off by default and are turned on per company. Items that say "once enabled" are not active until HOAi enables them for your company.

Contents


Coming Soon

Get an early look at improvements and corrections planned for upcoming releases:

  • Voice: Emergency Escalation: Offices will be able to set their own emergency terms, covered hours and contact chain, and the voice agent will text staff in order until someone replies YES. HOAi staff are setting it up for customers as it rolls out, and management companies will be able to manage it themselves later.

Voice

Updates

Release Date Details Customer Impact Roles Affected
2026-10-20
Voice
Call Memory for the Voice Agent
Once enabled for your company, the voice agent can remember a caller's earlier calls.
Callers do not need to repeat themselves, so calls resolve faster. Property managers, Office admins
2026-10-20
Voice
Hide HOAi Chat when turned Off
Once enabled for your company, HOAi hides the Vantaca Home HOAi Chat launcher in associations where it is turned off.
Residents see HOAi Chat only when enabled. Property managers, Office admins
2026-10-20
Voice
Outbound SMS Billed Per Message
Outbound SMS is recorded per message and uses 0.1 credit each.
Credit usage matches the texts you send. Company admins
2026-10-20
Voice
Transfer Outcome Shown on Calls
Once enabled for your company, transferred calls show whether the office answered, rang out, or was busy.
Staff can see which transfers need a callback. Property managers, Office admins
2026-10-20
Voice
Policy Library and Voice Preview Updates
Three policies now default on, Provide Partial Information has a true off setting, and the voice preview plays the multilingual greeting.
Policies behave as set, and you hear what callers hear. Office admins

 

Fixes

Release Date Details Customer Impact Roles Affected
2026-10-20
Voice
Published Office Settings Now Match the Editor and Calls
Calls follow the settings an office publishes, the editor saves reliably, and new offices can publish and be deleted.
What you set is what callers get. Office admins
2026-10-20
Voice
Ended Calls No Longer Show as Live
Calls that are never marked as ended now close automatically.
The Voice page shows only calls that are actually live. Property managers, Office admins
2026-10-20
Voice
One Record Per Call
A call now gets one record and one set of action items, even if its end-of-call report arrives twice.
No duplicate action items to clean up. Property managers
2026-10-20
Voice
Departed Managers Can Be Removed From Transfers
Transfer contacts for departed property managers can be turned off, so the voice agent stops offering them.
Staff can stop the voice agent from offering former managers. Property managers, Office admins

 


Fleet

Updates

Release Date Details Customer Impact Roles Affected
2026-10-20
Fleet
Association Onboarding Agent Improvements
Fleet agents can propose a new association's setup or a bulk Vantaca load as one card, with a spreadsheet of every record before and after. Additional Info imports now work on new associations, and onboarding warns when a budget repeats the prior year.
Onboarding takes fewer review steps. Property managers, Accounting staff
2026-10-20
Fleet
Financial Production Improvements
Financial Production reaches the all-clear when Vantaca shows a month reconciled with a $0 difference, even with outstanding checks. It also proposes the corrections accountants usually send back, uses the Classic per-report note layout, and puts a closed-month correction on one card that reopens, posts, and closes the month.
Fewer manual adjustments before accountant review. Accounting staff
2026-10-20
Fleet
Agents Can Manage More in Vantaca
With a person's approval, agents can delete a vendor created by mistake, change an action type's workflow steps, and manage action-step email templates (the email template tools are still in draft).
Setup fixes happen in chat, with a review step. Property managers, Company admins
2026-10-20
Fleet
Group Emails Move to the Property Manager Agent
Group email broadcasts move to the Property Manager agent. Emailing one homeowner stays with Customer Service.
The right agent handles each kind of email. Property managers
2026-10-20
Fleet
Duplicate Invoices Can Be Voided
Once enabled, invoices the workflow identifies as duplicates can be voided instead of parked at Possible Duplicate.
Fewer duplicate invoices waiting on manual review. Accounting staff
2026-10-20
Fleet
Fleet Admin Controls
Admins get a Pause Fleet button on the Fleet Usage page and can choose which agents are reachable on Teams and Email. New companies start with three default agents: Fleet Admin, Financial Production, and Association Onboarding.
Admins control which agents are active and where. Company admins
2026-10-20
Fleet
Chat Attachments Up to 100 MB
Once enabled for your company, agent chats can take attachments up to 100 MB.
Large files can be shared with agents directly. Property managers, Accounting staff
2026-10-20
Fleet
Fleet Chat and Review Polish
Opening a change set review lands on its card, approved and discarded change sets keep their full card, and chat uses the full pane width.
Easier to review what an agent changed. Property managers, Accounting staff
2026-10-20
Fleet
V1 Workflows Run on Claude Sonnet 5.5 and Opus 5.5
V1 workflows can run on Claude Sonnet 5.5 and Opus 5.5.
V1 workflows can use the newer models. Workflow users

 

Fixes

Release Date Details Customer Impact Roles Affected
2026-10-20
Fleet
Clearer Messages and Retry for Workflow Schedule Settings
The workflow builder now shows clear messages while schedule settings load or when no agent is chosen, and a Retry button if they fail to load. Saved settings stay as they are.
You always know what to do next, and a temporary error no longer blocks you from editing. Property managers, Company admins
2026-10-20
Fleet
Fleet Access Follows Roles
Users see only the Fleet pages their role allows, Access to AI Agent no longer assigns every agent, and only a manager in your company can delete its workflows.
Each person gets only the access they need. Company admins
2026-10-20
Fleet
Accounts Payable Agent Finds the Right Invoices
The AP agent finds invoices attached to an action item's notes, and invoice lists return only the requested association's invoices.
Fewer missed or mixed-up invoices. Accounting staff
2026-10-20
Fleet
Income Statement Keeps Budget, Variance, and YTD Columns
Income Statement answers now include the Budget, Variance, and Year To Date columns.
Complete reports with no manual checks. Accounting staff
2026-10-20
Fleet
Agent Reports Stay Tied to the Requested Association
Report renders are bound to the requested association, and a document that names another association is refused.
Reports stay tied to the association you asked about. Accounting staff
2026-10-20
Fleet
Service Contracts Keep Their Payment Type
Service contracts an agent creates or updates keep the payment type they were given.
Contracts save as entered. Accounting staff
2026-10-20
Fleet
Portal Logins Meet Vantaca Password Rules
Portal logins the agent creates meet Vantaca's password rules, and a refused login is not sent again unchanged.
Agent-created logins work on the first try. Property managers
2026-10-20
Fleet
Onboarding Setup Runs Without Errors
Setup plans no longer fail on folders Vantaca already copied, settings set right after creating an association no longer duplicate, and accounting skills run on associations created since September.
New associations set up cleanly. Property managers, Accounting staff
2026-10-20
Fleet
Onboarding Agent Steps Run in the Right Order
The agent runs intake before it extracts an upload, opens a new association's books with a fiscal-period close Vantaca accepts, and must name the charge plan or rule it is deleting.
Fewer failed imports and no wrong deletions. Property managers, Accounting staff
2026-10-20
Fleet
Proposal Cards Always Show
A new proposal no longer withdraws a waiting card, cards whose message failed to save still show, proposal lists no longer repeat a proposal, and eval-run proposals stay out of For Review.
Pending work shows up in the chat. Property managers, Accounting staff

 

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