Ask Rehabfolio about saved records
Ask a read-only question about saved deals, budgets, tasks, and rentals, then open the records the answer cites.
Who it is for
This is for a Solo, Team, or Business user who wants an answer from saved workspace records, not from the public web. Free can open the panel, and it stops at an upgrade notice.
Ask Rehabfolio does not create projects, edit budgets, or move pipeline cards. The panel is marked Read only. A setting changes only after you open the linked control and save it yourself.
Before you start
- Solo ($69 a month), Team ($179 a month), or Business ($349 a month). Free is $0 and does not include answers.
- Saved records to ask about: projects, tasks, budgets, leases, notes, or uploaded documents.
- You are signed in to the workspace that holds those records.
Steps
Open Ask Rehabfolio
On any workspace page, click Ask Rehabfolio at the bottom right. The button name for screen readers is Open workspace assistant.
Read the panel header
The panel title is Ask Rehabfolio. The kicker says Workspace aware. On a project page the subtitle is Using saved data for that project name. Elsewhere it is Using saved data across the workspace name. Close with the × control or the Escape key.
See the free-plan notice, or the question box
On Free, the panel shows Workspace assistant is a paid feature, the line Upgrade to Solo or above for questions grounded in your projects, tasks, budgets, risks, and rental operations, and a View plans link to billing. On a paid plan you see Entire workspace or the project name, the count of active projects, and Read only.
Ask from a starter or your own words
The welcome heading is What should we look at? Starter buttons are What needs my attention first?, Which contractors are assigned to which properties?, and Which deals are over budget and also have overdue tasks? You can also type in Ask about this workspace. The placeholder is Ask anything about your workspace's saved data, or Ask anything about the project name when a project is open. Click Send.
Read the answer and the sources
Your line is labeled You. The reply is labeled Rehabfolio plus a source such as Verified workspace result, AI-planned workspace result, or Safe fallback. Status text moves through Understanding your question, Selecting the right saved records, and Running and checking the result, with a seconds counter. Cancel stops the request. Open Sources used and click a source. Saved facts used lists the facts. Limitations and assumptions lists the gaps. Exactly what was executed shows the query when one was run.
Retry or ask a follow-up
If the request fails, the question stays in the box and Retry sends it again. A new question uses the recent conversation as context. Jump to latest appears if you scroll away from the newest reply.
What the fields mean
Read only means the assistant can filter, total, compare, and search saved notes or documents. It cannot apply an ARV, accept a scope, or match a receipt. Sources used are saved workspace records, with a type, a title, a project name, and a short excerpt. Saved facts used are the figures the answer relied on. Limitations and assumptions are the gaps. A Verified workspace result means the plan ran against saved data. AI-planned means the model chose the plan and the product ran it. Safe fallback means it could not finish a full check. The footer says answers use only this workspace's saved data and may be incomplete when records are missing.
Tips and troubleshooting
- On Free, use View plans. See start a paid plan. A rejected plan in this panel says The workspace assistant is available on Solo, Team, and Business plans. Other tools use That AI feature needs a higher plan. Upgrade to unlock it.
- A used allowance here says This workspace has reached its current AI allowance. The shared free-quota line is This month's free AI quota is used up (2 property research reports / 2 photo repair lists). Upgrade to Solo for more.
- The spend message in this panel is Monthly AI budget limit reached. Upgrade plan or wait until next billing cycle. The catalog line is This workspace hit its monthly AI spend limit. Upgrade for a higher budget, or wait until next month.
- Too many requests says The assistant is receiving too many requests. Wait a moment and try again. If every AI service fails, the message is Ask Rehabfolio is temporarily unavailable because every configured AI service failed. No answer was guessed from generic rules. Try again once a service recovers.
- How-to questions belong in this help center, or send a support request. If new notes never appear as sources, an owner can reindex in read the AI operations panel.
What to do next
Use the answer to open the deal that needs work, then compare budget and actuals in understand budget versus actuals. The same priority order appears on Home in read Home and Do next.
Next step
Continue with Invite a teammate and set a role.