Credia Advise is a Credia Plus feature
This feature is only available for Credia Plus users. If you would like to learn more about Credia Plus or start your free trial, you can contact your Account Manager or leave a contact request here.
In this article
Enabling Lease Chat in Credia Advise
Initiating a Chat with your Tenancy
Interacting with Credia Advise
Best Practices for Asking Questions
What is Credia Advise?
Credia Advise lets you ask questions about a tenancy or a lease and get clear answers with citations. It shows the source clause, previews the document, and helps you take follow-up actions. Use it to find key terms, responsibilities, dates, and obligations without reading through long documents.
When you chat with a tenancy, answers use the tenancy profile plus all enabled lease documents. When you chat with a single document, answers come from that document only.
Enabling Lease Chat in Credia Advise
Before you can chat with a lease, enable the feature for the document:
- Go to the lease in the Documents list or Tenancy > Documents.
- Open the contextual menu […] next to the document.
- Click Enable for Credia.
- You can multi-select and enable in bulk.
For best results, attach leases to the correct tenancies, archive old versions, and enable new leases and lease amendments for Credia Plus.
Initiating a Chat with Your Tenancy
You can start a chat from the Credia Action Panel or from an enabled document.
From the Action Panel:
- Click Add Context in the prompt window.
- Search for and add your document or tenancy.
- Ask your question.
From the enabled document:
- Open the document.
- Click Chat with Lease.
- Ask your question.
Interacting with Credia Advise
Using Credia Advise, you gain access to a variety of tools to help answer your lease-related questions:
- Citations: See the document and clause that support the answer.
- Supporting Facts: View key details extracted from the lease.
- Document Preview: Preview, zoom, and scroll the lease without leaving the chat.
- Reference Links: Jump straight to the relevant clause with one click.
- Correct Source Selection: If a tenancy has a main lease and variations, answers use the valid document.
- Follow-up Actions: Take next steps from the chat (e.g. update tenancy details).
Giving Credia Context
Credia Advise works with Credia Action (included in Core and Pro packages) to suggest next steps to maintain a seamless workflow. Some actions, like creating a maintenance task, require tenancy context.
If you start using Credia from within a tenancy, that context is applied automatically. If you open it elsewhere, add context by selecting + Add context in the compose area.
You can add a tenancy in Re-Leased or a tenancy documents to provide context. Note: It doesn't work with a lease document alone.
If you include tenancy details in your prompt, Credia Advise may detect and apply the context for you - but it’s still good practice to double-check.
Best Practices for Asking Questions
- Be specific with amounts, dates, areas, or clause names if you know them.
- Use the language your lease uses (or synonyms like repairs, maintenance, make good, accidental damage).
- Advise remembers context within a thread - start a new chat when you change tenancy or topic to avoid unrelated context.
- Ask for sources with “Cite the clause” or “Show the source.”
Things to Avoid
Asking about multiple tenancies:
Credia Advise reads one tenancy at a time and cannot answer portfolio-wide or property-wide questions.
Vague questions:
Whilst AI is good at understanding context, you’ll get the best results when you’re specific.
Different terminology:
Your leases may use different terms. If you’re having trouble, try variations of wording or phrases.
FAQs
Why didn’t Credia Advise answer my portfolio-wide question?
It focuses on a single tenancy or a single document. Ask per tenancy.
Where do the answers come from?
Credia Advise uses the enabled lease documents plus the tenancy profile.
The answer looks outdated - what should I check?
Enable the latest lease and variations and archive older versions, then ask again.