Credia Advise lets you ask questions about a tenancy or lease document and receive cited answers — showing the source clause and letting you preview the document without leaving the chat. This is the complete guide to getting the most from Credia Advise.
This feature requires a Credia Plus subscription. To learn more, contact your Account Manager.
How Credia Advise Works
When you chat with a tenancy, Credia uses the tenancy profile plus all enabled lease documents to answer. When you chat with a single document, answers come from that document only.
Step 1: Enable Documents for Credia
Navigate to the lease in the Documents list or Tenancy > Documents.
Click the Contextual Menu [...] next to the document.
Select Enable for Credia.
You can multi-select and enable in bulk. For best results, enable all lease amendments and archive outdated versions.
Step 2: Start a Chat
From the Action Panel
Click Add Context in the prompt window.
Search for and add your document or tenancy.
Ask your question.
From an Enabled Document
Open the document.
Click Chat with Lease.
Ask your question.
What You Get in the Chat
Citations — the document and clause that support the answer.
Supporting Facts — key details extracted from the lease.
Document Preview — preview, zoom, and scroll without leaving the chat.
Reference Links — jump to the relevant clause with one click.
Correct source selection — if a tenancy has multiple documents, Credia uses the valid one.
Follow-up Actions — take next steps from the chat (e.g. update tenancy details).
Adding Context
Some actions, like creating a maintenance task, require tenancy context. If you open Credia from within a tenancy, context is applied automatically. Otherwise, click + Add context in the compose area and add the tenancy or tenancy documents.
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Best Practices
Be specific — include amounts, dates, areas, or clause names where known.
Use the language your lease uses, or synonyms (e.g. repairs, maintenance, make good).
Start a new chat when switching tenancy or topic to avoid stale context carrying over.
Ask Credia to cite its answer: "Cite the clause" or "Show the source."
Things to Avoid
Portfolio-wide questions — Credia Advise reads one tenancy at a time.
Vague questions — the more specific you are, the better the answer.
Assuming terminology matches — your lease may use different terms. Try variations if you don't get the expected result.
Frequently Asked Questions
Why didn't Credia answer my portfolio-wide question?
Credia Advise works on a single tenancy or document at a time. Ask per tenancy.
Where do the answers come from?
Credia uses the enabled lease documents plus the tenancy profile.
The answer looks outdated — what should I check?
Enable the latest lease and amendments, archive older versions, then ask again.
For Asia-Pacific and European customers, "Tenancies" is the standard term. North American customers will see "Leases". For more information on regional terminology, see our Glossary of Regional Terminology.