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AI Assistant Rail Guide
Where enabled, the property form shows an Assistant Rail with suggestions you can review and apply to the form before saving.What is the Assistant Rail?
The property form can show a panel for CMA results, document suggestions, image findings, and risk findings. Available results depend on the enabled features, connected sources, and your workspace permissions.
Applying a suggestion updates the form. Review the fields before saving the property.Key Features
🎯 Confidence Scores
Some suggestions include a confidence value. It is an estimate to review, not proof that the proposed value is correct.⚡ One-Click Actions
Apply a suggestion individually, or use Apply All for the displayed document or image findings after reviewing the entire batch.📋 Source Attribution
Review the source label when one is provided, alongside the proposed field value.🔄 Real-time Updates
The panel displays results returned by the property form's supported actions.Common Use Cases
- 1. Property Address EnrichmentPaste an address → AI looks it up, drawing on public records where your market is covered and on a data-provider key if you have connected one → Review and apply
- 2. CMA GenerationClick 'Run CMA' → comparable sales are assembled with their sources → Review the range. Below five qualifying comps the CMA declines rather than estimating a value, unless a data-provider lookup returns a valuation. That lookup runs only where the platform's data-provider key is configured, and it uses your workspace's connected key when that key is valid, otherwise the platform's key when platform access is switched on.
- 3. Document ExtractionWhere document intake is enabled and admitted, review extracted field suggestions before applying them. Do not upload real documents while pilot admission remains restricted.
- 4. Anomaly DetectionReview any returned risk finding and investigate its source before changing the property.
- 5. Photo AnalysisWhere authorized image analysis returns findings, review them before applying a description change. A finding does not verify the property feature.
Reviewing Suggestions
Check the proposed value
Compare the suggestion with the field it would replace. A confidence estimate does not make a source authoritative.Check the source
Look for the source label and resolve missing or conflicting information before applying.Review the entire batch
Apply All applies every displayed finding in that section; it does not filter by confidence.Best Practices
- Always review the proposed fieldsCheck each value and its source before applying, regardless of the confidence estimate.
- Review every finding before using Apply AllApply All updates the form with the full displayed batch, including findings without a confidence value.
- Check source attributionConfirm each suggestion names the record it came from (public record, connected data provider, or an uploaded document)
- Leave incorrect suggestions unappliedThe property rail does not offer a rejection-learning or audit-history guarantee.
- Keep the rail visibleReview the returned results alongside the editable form fields.
Applying Changes
Use the visible Apply or Apply All buttons. The property rail does not provide dedicated apply, dismiss, or suggestion-navigation keyboard shortcuts. Applying changes updates form fields; save the property only after reviewing them.FAQs
Can I hide the Assistant Rail?
The property rail appears when its feature is enabled and the form opens it for available results. A collapse shortcut is not provided by this rail.What happens if I reject a suggestion?
Leave the suggestion unapplied and review the field manually. The rail does not promise to learn from that choice or suppress future suggestions.Can I undo an accepted suggestion?
Review the form and manually edit an incorrect field before saving. The rail does not provide an undo history.Does the rail work on mobile?
The current property rail is a side panel. A mobile bottom sheet and equivalent mobile controls have not been established.Need help with the AI Assistant Rail? Contact Support or visit our demo page