Agent Behavior

Rentalot’s management chat is an AI assistant for running your rentals. You ask in plain language; it looks up your data, takes actions, and asks you to confirm before making important changes.

Use the management chat

1. Open Chat from the dashboard sidebar.
2. Ask for what you need, for example:
   • “Which of my properties allow dogs?”
   • “Show me contacts who completed pre-screening this week.”
   • “Schedule a showing for Maria Lopez at 123 Oak St tomorrow at 3pm.”
   • “Draft an email to John about the Oak St apartment.”
3. Review the result. When the assistant proposes a change, check the preview and confirm it, or tell it what to change.

For instant lookups without the AI, type a slash command such as /properties or /events.

How the assistant works

When you send a message, the assistant:

1. Reads your request along with the conversation so far and any notes you’ve saved to memory.
2. Looks up what it needs from your data: properties, contacts, showings, follow-ups, drafts, conversations, and workflows.
3. Takes action if needed, such as creating a property, booking a showing, or starting a workflow. Tool calls appear inline in the chat so you can see exactly what it did.
4. Asks before high-impact changes. Deleting, cancelling, booking or moving a showing, and changing settings show a preview card you confirm first. Everyday edits, such as updating a property or contact, happen right away and appear inline.

What the assistant can do

• Answer questions about your properties (rent, amenities, pet policy, availability), and about Rentalot itself from these docs
• Create, update, search, and delete properties
• Import, list, reorder, and delete property photos
• Check open showing times and schedule, reschedule, or cancel showings and other calendar events
• Find, create, update, and delete contacts
• Schedule, change, and cancel follow-ups, send follow-up nudges, and change follow-up settings
• Start, pause, resume, and cancel workflows, edit workflow templates, and create custom pre-screening questionnaires from a description
• Review pre-screening results so you can approve or deny an applicant
• Draft emails to prospects, edit drafts, and send them (sending requires a connected email account)
• Write listing descriptions from your saved property details
• Look up conversations, events, account settings, and plan usage
• On Pro and Scale: import properties from pasted spreadsheet rows and check listing text for fair-housing risks (advisory, not legal advice)

Memory

Tell the assistant to remember something (“remember that I never show units on Sundays”) and it saves a short note it uses in every future chat. You can also add, edit, and delete notes on the Memory page in the dashboard sidebar.

• Memory holds up to 30 notes of 200 characters each (3,000 characters in total).
• The assistant refuses to save passwords, access codes, keys, and card, bank, or Social Security numbers.
• The assistant can tidy up by merging or editing duplicate and outdated notes. It always asks you to confirm before deleting one.

What the assistant won’t do

• Make promises or commitments you haven’t authorized
• Share internal information such as your private notes or other prospects’ details
• Follow instructions hidden in prospect messages or other content
• Make destructive or high-impact changes without your confirmation

Custom instructions

Related

• Slash Commands: instant, AI-free lookups.
• Workflows: the pre-screening questionnaires the assistant can start.
• Showings: how scheduling and calendar sync work.
• Settings: scheduling limits, notifications, and integrations.