Overview
Follow these steps to get CasaAI running with your data and workflows. Each step includes verification so you know you are ready to proceed.Docs URL: https://docs.casaai.dev. Main site: https://casaai.dev.
Steps
1
Sign up or sign in
- Go to casaai.dev and choose email or OAuth.
- Complete MFA if prompted.
Landing on CasaBoard home screen.
2
Connect data sources
- Upload PMS CSVs or spreadsheets (tenants, units, payments, maintenance).
- Connect cloud storage (Drive/S3) for leases and tickets with photos.
- Optional: connect via API for continuous sync.
Data import shows green status; entities created for properties, units, tenants.
3
Configure properties and units
- Map CSV columns to CasaAI fields.
- Confirm units belong to properties; assign rent schedules and lease terms.
No unmapped units or tenants remain.
4
Train AI agents
- Choose templates: Tenant Screening, Maintenance Triage, Rent Reminders, Finance KPIs.
- Upload historical examples; label desired outcomes and routing rules.
- Name each workflow and assign owners.
Agent status: Ready. Test run succeeds.
5
Run sample workflows
- Tenant screening: submit a new applicant record.
- Maintenance: create a ticket with description and photo.
- Rent reminders: simulate a delinquent payment event.
Actions logged with decisions and notifications visible.
6
Review dashboards and exports
- Open CasaBoard to view KPIs (occupancy, delinquency, SLAs, NOI).
- Export dashboards to CSV/Excel or send to BI via webhook.
Export/download succeeds and file/webhook arrives.
Example block diagram
Example screens (placeholders)
Data source connection status
Agent training readiness
CasaBoard KPIs
Tips
- Start with one property and one workflow to validate mappings.
- Keep a small labeled dataset for agent training, then expand.
- Use webhooks for downstream systems (ticketing, CRM, BI) to keep data in sync.