Add a resident from a form with Ask AI
Read a resident form and add that person to the directory after you approve the card. You need AI Assistant turned on for the building.
- Open AI Assistant from the sidebar.
- Select the building if the page says Select a building.
- Click Attach a file.
- Choose one PDF, JPEG, or PNG. Keep it under about 1 MB.
Tip: A Word document is refused. The message says Attach a PDF, JPEG, or PNG.
- Type a short note if you want one, then press Enter. A file alone is enough to send.
- Read the reply. The card shows the name and unit from the form. Email and phone are filled in when the form has them.
- Click Approve to add the person, or Reject to discard the card.
Result: Nothing is written until you click Approve. If the file has no readable text, the reply says so and does not invent a resident.
Tip: The resident Ask AI page has no Attach a file button.
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