> ## Documentation Index
> Fetch the complete documentation index at: https://docs.casaai.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Set up CasaAI, connect data, and run your first automation in minutes.

## 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.

<Note>
  Use the canonical docs URL: <a href="https://docs.casaai.dev">[https://docs.casaai.dev](https://docs.casaai.dev)</a>. Main site: <a href="https://casaai.dev">[https://casaai.dev](https://casaai.dev)</a>.
</Note>

## 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.

## Get started in six steps

<Steps>
  <Step title="Create your CasaAI account">
    Go to [casaai.dev](https://casaai.dev) and choose **Sign up** (email or OAuth). Complete MFA if prompted.
    <Check>Landing in the CasaBoard home screen.</Check>
  </Step>

  <Step title="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.
      <Tip>Start with at least tenants, units, payments, and maintenance tickets.</Tip>
      <Check>Data import shows green status and record counts.</Check>
  </Step>

  <Step title="Configure properties and units">
    Map ingested data to properties, buildings, and units. Confirm lease associations and rent schedules.
    <Check>Properties and units display without unmapped records.</Check>
  </Step>

  <Step title="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).
      <Check>Agent status shows “Ready”.</Check>
  </Step>

  <Step title="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.
      <Check>See actions, notifications, and decisions in the activity log.</Check>
  </Step>

  <Step title="Review dashboards and export">
    Open CasaBoard for KPIs (occupancy, delinquency, maintenance SLAs, NOI). Export to CSV/Excel or send to BI tools.
    <Check>Export completes and file or webhook delivery succeeds.</Check>
  </Step>
</Steps>

## Example starter workflows

<CardGroup cols={3}>
  <Card title="Tenant screening (10 minutes)" icon="id-card" href="/tutorials/tenant-screening">
    Upload applicants, verify docs, run checks, and generate a decision summary with next steps.
  </Card>

  <Card title="Maintenance automation" icon="screwdriver-wrench" href="/tutorials/maintenance-workflow">
    Ingest tickets, classify severity, dispatch vendors, and notify tenants automatically.
  </Card>

  <Card title="Finance KPIs to BI tools" icon="chart-line" href="/tutorials/export-kpis">
    Send P\&L, occupancy, and delinquency KPIs to Excel/Power BI/Tableau via exports or webhooks.
  </Card>
</CardGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Data import warnings">
    Ensure column headers match templates (tenant\_name, unit\_id, rent\_amount, status). Re-upload after fixing missing fields.
  </Accordion>

  <Accordion title="Agent training slow">
    Reduce training set size to a representative sample, then expand. Check network and retry.
  </Accordion>

  <Accordion title="Webhooks not firing">
    Verify the webhook URL, allow HTTPS only, and confirm the shared secret header matches your configuration.
  </Accordion>
</AccordionGroup>

Need help? Contact `support@casaai.dev`.