AI Assistant Rail Guide
The Assistant Rail is your AI-powered sidekick for property intake, enrichment, and data management. It proposes changes—you approve with one click.What is the Assistant Rail?
The Assistant Rail is a dedicated panel that appears whenever AI detects opportunities to enrich, update, or improve your data. Instead of forcing changes, AI proposes them with confidence scores—you approve or reject with a single click.
This "human-in-the-loop" design ensures you stay in control while saving massive amounts of time on data entry.Key Features
🎯 Confidence Scores
Every suggestion includes a confidence percentage (e.g., 95%) showing AI's certainty⚡ One-Click Actions
Apply individual changes or bulk-apply all high-confidence suggestions📋 Source Attribution
See exactly where data came from: "Source: Public Record" or "Source: Document AI"🔄 Real-time Updates
Rail updates as you work, suggesting improvements contextuallyCommon Use Cases
- 1. Property Address EnrichmentPaste an address → AI looks it up, drawing on public records where your market is covered and on a data-provider key if you have connected one → Review and apply
- 2. CMA GenerationClick 'Run CMA' → comparable sales are assembled with their sources → Review the range. Below five qualifying comps the CMA declines rather than estimating a value.
- 3. Document ExtractionUpload MLS sheet or contract → AI extracts fields → Approve extracted data with confidence scores
- 4. Anomaly DetectionAI flags issues like 'Price 20% above median' → Accept suggested fix or investigate
- 5. Photo AnalysisUpload property photos → AI detects features (pool, renovations) → Add to listing
Understanding Confidence Levels
95%+ High Confidence
Data from source-attributed records, such as a public record or a document you uploaded. Still yours to review before bulk-applying.75-94% Medium Confidence
Good quality but worth a quick review. AI shows reasoning for transparency.<75% Low Confidence
Uncertain extraction or conflicting data. Review carefully before accepting.Best Practices
- Always review confidence scores95%+ suggestions are usually safe to accept immediately
- Use 'Apply All' for high-confidence batchesSave time by bulk-accepting 90%+ suggestions after a quick scan
- Check source attributionConfirm each suggestion names the record it came from (public record, connected data provider, or an uploaded document)
- Reject incorrect suggestionsYour accept/reject choice is recorded with the suggestion's audit trail
- Keep the rail visibleIt updates in real-time as you work, suggesting improvements contextually
Keyboard Shortcuts
- Cmd/Ctrl + Enter - Accept highlighted suggestion
- Cmd/Ctrl + Shift + Enter - Apply all high-confidence suggestions
- Esc - Dismiss current suggestion
- ↑/↓ - Navigate between suggestions
FAQs
Can I hide the Assistant Rail?
Yes, click the collapse icon or use Cmd/Ctrl + B. It will reappear when AI has new suggestions.What happens if I reject a suggestion?
The AI learns from your rejection and won't suggest similar changes in the future. This improves accuracy over time.Can I undo an accepted suggestion?
Yes, use Cmd/Ctrl + Z immediately after, or manually edit the field. Undo history is maintained.Does the rail work on mobile?
Yes, it adapts to a bottom sheet on mobile devices with the same functionality.Need help with the AI Assistant Rail? Contact Support or watch our video tutorial