Rentto includes an AI-powered assistant and a report generation system to help you get insights, draft communications, and create custom reports using natural language.
AI Assistant
Navigate to Assistant from the sidebar to open the AI chat interface.
Welcome Screen
When you first open the assistant, you'll see a welcome screen with:
- A greeting: "How can I help you today?"
- A description of what the assistant can do
- 3 quick action cards for common tasks
- 3 conversation starters for quick prompts
Quick Action Cards
| Card | What it does | Prompt sent |
|---|---|---|
| Portfolio Overview | Analyzes occupancy, revenue, and property performance | "Give me an overview of my portfolio's current performance" |
| Draft Communications | Helps write lease renewals, notices, and tenant emails | "Help me draft a lease renewal reminder for expiring leases" |
| Maintenance Insights | Summarizes open requests sorted by priority | "Show me all open maintenance requests sorted by priority" |
Click any card to instantly start a conversation with that prompt.
Conversation Starters
Three suggestion pills appear below the welcome screen:
- "Compare occupancy rates year over year"
- "Generate a late payment notice"
- "Analyze my expense trends this quarter"
Click any suggestion to use it as your prompt.
Using the Chat
Type your question or request in the input field (up to 256 characters) and press Enter or click the send button (paper plane icon).
The assistant responds with formatted text including headings, tables, lists, and code blocks rendered as Markdown. Your messages appear on the right, and AI responses appear on the left with a sparkle icon.
Examples of what you can ask:
- "What is my current occupancy rate?"
- "Which properties have vacant units?"
- "Draft a late payment notice for tenant John Smith"
- "What are my top-performing properties by revenue?"
- "Help me draft an email to tenants about upcoming maintenance"
- "Analyze my expense trends this quarter"
Copying Responses
Hover over any AI response to reveal a copy button (clipboard icon). Click it to copy the response text to your clipboard. A checkmark appears for 2 seconds to confirm the copy.
Error Handling
If the assistant encounters an error, a banner appears: "An error occurred while processing your request. Please try again." Click Try again to reset the conversation.
Chat History
If you have previous conversations, a Chat History button appears at the top. Click it to open a sidebar showing all your past sessions.
History Organization
Sessions are grouped by time:
- Last 7 Days — Recent conversations
- Previous 30 Days — Older conversations
- By Month — Archived conversations grouped by month (e.g., "January 2025")
Each session shows:
- A preview of your first message (first 60 characters)
- Relative time — e.g., "5m ago", "2h ago", "3d ago"
- Message count — e.g., "5 messages"
Searching History
Use the search field at the top of the history sidebar to filter conversations by message content. The search is case-insensitive and has a 300ms debounce for smooth filtering.
Loading a Previous Conversation
Click any session in the history list to reload that conversation. The chat restores all previous messages so you can continue where you left off.
Deleting a Conversation
Hover over a session and click the delete icon to permanently remove it. The session and all its messages are deleted.
Starting a New Chat
Click New Chat in the history sidebar (or use the header action) to clear the current conversation and start fresh.
Note: Conversations are automatically saved after a minimum of 3 messages (your question + the AI response).
Reports
Navigate to Reports from the sidebar to access the report generation system.
Pre-Built Report Suggestions
Five quick-start cards let you generate common reports with one click:
| Report | What it generates |
|---|---|
| Rent Collection by Property | Total rent collected per property for the last 6 months, broken down by month |
| Vacancy Report | Occupancy rates for each property and unit, including days vacant |
| Expense Breakdown | Detailed expenses by category for all properties in the last quarter |
| Lease Expirations | All leases expiring in the next 90 days with tenant, property, unit, and end date |
| Maintenance Summary | All tasks grouped by property with status, category, and days open |
Click any card to generate that report instantly.
Generating a Custom Report
- Type a description of the report you want (minimum 5 characters)
- Click Generate Report or press Enter
- Wait for the AI to analyze your data (you'll see a loading spinner with "Generating your report...")
- View the results in a dynamic table
Example prompts:
- "Show me all tenants whose leases expire in the next 60 days"
- "Break down my income by property for the last 12 months"
- "Which units have been vacant the longest?"
- "Show me monthly rent vs. expenses for each property"
Report Results
Generated reports display as a sortable data table with:
- Dynamic columns — Generated based on your prompt (e.g., Property, Amount, Date)
- Data type formatting — Currency values show as $X,XXX, dates as "Jan 15, 2025", percentages as 45.6%
- Sorting — Click any column header to sort ascending/descending
- Pagination — Navigate through results with 10, 25, 50, or 100 rows per page (default: 25)
Adjusting Parameters
After a report is generated, a parameters bar may appear at the top allowing you to refine the results. Parameter types include:
- Date Range — Adjust the time period with start/end date pickers
- Select — Choose from dropdown options (includes an "All" option)
- Multi-Select — Pick multiple values from a dropdown
Click Re-run to regenerate the report with updated parameters. A small loading overlay appears while the data refreshes.
Saving and Managing Reports
Save a Report
Click Save (bookmark icon) in the report actions toolbar to save the current report configuration. Saved reports appear on the Reports landing page.
Load a Saved Report
Click any saved report card on the landing page to re-generate it with fresh data. The original prompt and parameters are preserved.
Delete a Saved Report
Click the delete icon on a saved report card to permanently remove it.
Exporting Reports
Two export formats are available from the report actions toolbar:
Export to Excel
Click Excel (download icon) to download the report as an .xlsx file. The export includes:
- Column headers matching the displayed table
- All data rows with proper formatting (currency, dates, percentages)
- Column widths auto-sized for readability
Export to PDF
Click PDF (document icon) to open your browser's print dialog. From there you can:
- Print the report directly
- Save as PDF using your browser's "Save as PDF" option
The print view hides navigation elements and shows only the report header and data table.
Report Actions Toolbar
When viewing a generated report, a toolbar appears with:
| Button | What it does |
|---|---|
| New | Clears current report and returns to the landing page |
| Save | Saves the report configuration for future use |
| Excel | Downloads the report as an Excel spreadsheet |
| Opens print dialog for PDF export |
On mobile devices, only icons are shown. Full labels appear on larger screens.
Plan Availability
| Feature | Basic | Standard | Premium |
|---|---|---|---|
| AI Assistant | — | Basic tasks | Full access |
| Reports | — | Basic reports | Full access + higher limits |
| AI Message Limits | — | Standard | 10–20x higher |
Upgrade your plan from Account & Settings to unlock AI features.