Asking Questions About Your Portfolio

Asking Questions About Your Portfolio

The AI Agent can answer a wide range of questions about your property portfolio using your live data.

Property Questions

• "How many properties do I have?"
• "What is the total portfolio value?"
• "Which properties have vacant units?"
• "Show me the details for 10 High Street."
• "What is the occupancy rate across my portfolio?"

Tenant Questions

• "Who are my current tenants?"
• "Which tenant is in Flat 3 at Oak Street?"
• "When does Sarah Jones's lease expire?"
• "How many tenants do I have?"

Payment Questions

• "How much rent did I collect last month?"
• "Which tenants are in arrears?"
• "What is my total rental income this year?"
• "Has John Smith paid his January rent?"

Expense Questions

• "What are my total expenses this quarter?"
• "How much have I spent on repairs at 10 High Street?"
• "What was my biggest expense last month?"

Tips for Better Answers

• Be specific — mention property names, tenant names, or date ranges.
• Use @mentions to reference specific entities (see Using Mentions article).
• Ask follow-up questions to drill deeper into any answer.

Tip: Start with broad questions like "Give me an overview of my portfolio" and then drill into specific areas of interest.