Where to start
Admin Area → Property Management Flow → AI Manager
Before you begin
Use AI Manager for operational questions within your authorised property scope and verify the answer against source records.
Follow these steps
- Choose Entire authorised portfolio or a specific property.
- Select a suggested question or enter a concise question about risk, compliance, maintenance, arrears or performance.
- Choose Ask and read the answer and reported engine.
- Open the relevant property or native register to check the result.
- Use Morning briefing to prioritise visible critical cases, credentials, ending tenancies and high-risk properties.
Check the result
The answer identifies an operational next step that you can verify in an accessible source record.
If something does not look right
If no provider is configured or it is unavailable, Flow can use deterministic local intelligence. Reword overly broad questions and check whether the relevant domain is visible to your role.
Fields, rules and limits
- Questions are limited to 2,000 characters. Custom connected AI hooks can have their own integration behaviour and require a separate configuration review.
Questions and answers
What data goes to the native AI provider?
The built-in provider path uses minimised context excluding raw contact details, full addresses, document bodies, communication bodies and individual ledger rows. Your typed prompt is still input, so do not paste sensitive evidence unnecessarily.
Are questions retained?
The AI audit stores prompt, response, engine, staff/property references and a minimised context hash.
Does AI carry out the recommended action?
The question-and-answer screen provides guidance; use the relevant governed workflow to make changes. It does not certify legal compliance.
Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.
Useful next steps
- Start with Property Management Flow
- Set up Flow access and resolve missing tabs
- Use the Control Room and refresh intelligence
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.