Skip to main contentHigh-level flow
Components
- Ingestion: CSV uploads, REST API, and cloud storage (S3/Drive). Normalizes properties, units, tenants, payments, documents, and tickets.
- AI agents: Screening, maintenance, rent reminders, finance KPIs, and document generation/parsing.
- Orchestration: Workflows route tasks, apply rules, and call vendors/webhooks.
- Outputs: Notifications, vendor dispatches, documents, KPI dashboards, and exports to BI.
Data ingestion
- CSV/Spreadsheet: Upload PMS exports; map columns to CasaAI entities.
- API:
POST /api/v1/properties, /api/v1/tenants, /api/v1/maintenance, /api/v1/financial/exports.
- Cloud storage: Watch folders for documents (leases/receipts) and tickets with attachments.
Security
- Auth: Bearer tokens on all API calls.
- Webhooks:
X-CasaAI-Signature HMAC-SHA256 verification.
- Data: Encryption in transit (TLS). At-rest encryption on storage.
Observability
- Activity log for workflow runs, notifications, and dispatches.
- CasaBoard for SLA, delinquency, occupancy, and agent performance.
- Webhook retries with exponential backoff and status codes.
