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Overview

You will: create an account, connect data, configure properties and units, train AI agents, run a sample workflow, and view results in the dashboard.
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Prerequisites

  • An email account or OAuth provider supported by CasaAI.
  • Data sources: PMS export (CSV), spreadsheet, or cloud storage folder with leases, payments, and maintenance tickets.
  • Optional: API key from https://docs.casaai.dev if you plan to call APIs or webhooks.

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Get started in six steps

1

Create your CasaAI account

Go to casaai.dev and choose Sign up (email or OAuth). Complete MFA if prompted.
Landing in the CasaBoard home screen.
2

Connect data sources

Choose Data sources and connect:
  • Upload CSVs (PMS exports, tenant lists, payment history).
  • Link spreadsheets (Google Sheets or XLSX).
  • Connect cloud storage (Drive, S3) for documents.
    Start with at least tenants, units, payments, and maintenance tickets.
    Data import shows green status and record counts.
3

Configure properties and units

Map ingested data to properties, buildings, and units. Confirm lease associations and rent schedules.
Properties and units display without unmapped records.
4

Train AI agents

  • Pick a template (e.g., Tenant Screening, Maintenance Triage, Rent Reminder).
  • Upload historical examples and label desired outcomes.
  • Name the workflow and set routing rules (assignee, vendor pools, SLAs).
    Agent status shows “Ready”.
5

Run a sample workflow

  • Tenant screening: upload a new applicant CSV or form submission.
  • Maintenance automation: submit a sample ticket with issue text and photos.
  • Rent reminder: simulate a delinquent payment event.
    See actions, notifications, and decisions in the activity log.
6

Review dashboards and export

Open CasaBoard for KPIs (occupancy, delinquency, maintenance SLAs, NOI). Export to CSV/Excel or send to BI tools.
Export completes and file or webhook delivery succeeds.

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Example starter workflows

Tenant screening (10 minutes)

Upload applicants, verify docs, run checks, and generate a decision summary with next steps.

Maintenance automation

Ingest tickets, classify severity, dispatch vendors, and notify tenants automatically.

Finance KPIs to BI tools

Send P&L, occupancy, and delinquency KPIs to Excel/Power BI/Tableau via exports or webhooks.

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Troubleshooting

Ensure column headers match templates (tenant_name, unit_id, rent_amount, status). Re-upload after fixing missing fields.
Reduce training set size to a representative sample, then expand. Check network and retry.
Verify the webhook URL, allow HTTPS only, and confirm the shared secret header matches your configuration.
Need help? Contact support@casaai.dev.