Credia Plus Custom Rules - Best Practices

Overview

Credia's Custom Rules allow you to personalize AI-generated content in Re-Leased by defining specific instructions and examples. This feature helps ensure AI-generated text matches your preferred style, tone, and format for different types of generated copy. 

See Credia Custom Rules for more details on setting these up. 

The Basics

• One active rule per type - Only one rule can be active for each category at a time

• Two parts - Custom Instructions (required) + Examples (optional but powerful)

• Instant application - Once activated, Credia automatically uses your rule

The Two Components

1. Custom Instructions (Required)

Clear directions telling AI what to do or avoid.

Good Examples:

• ✅ "Always mention the property address at the start"

• ✅ "Use Australian English spelling (e.g., organisation, not organization)"

• ✅ "Keep tone professional but friendly"

• ✅ "Include urgency level (Low/Medium/High) in the first sentence"

Avoid:

• ❌ "Make it good" (too vague)

• ❌ Writing a full example instead of instructions

• ❌ Contradictory requirements

2. Writing Style Examples (Optional)

Real examples of how you want things written. AI learns your writing style from these.

When to Add Examples:

• ✅ You have a specific writing style or format

• ✅ Your descriptions follow a template

• ✅ You have 3-5 good examples to share

When to Skip Examples:

• If you just need simple rules ("be brief", "mention property address")

• If your style varies by situation

• If you don't have consistent examples yet

Prompts & Examples

Insurance notes:

AI Has Access To:

Start with policy number and insurer. List coverage types and amounts. Mention exclusions. Include dates.

Example:

Policy ABC-12345, ACME Insurance Co. Public Liability $20M, Building Insurance $5M, Contents $500K. Flood damage excluded. Natural disaster excess $10K. Policy period: 1 Jan 2024 - 31 Dec 2024. Premium $8,450 annually, paid in full.

Maintenance notes:

AI Has Access To:

Prompt: Urgency-First Format

Start with urgency level [Low/Medium/High], then describe issue, location, and safety concerns. Keep under 100 words.

Example:

High. Broken hot water system at 123 Main St, Unit 4. Tenant reports no hot water for 48 hours. System appears to be leaking from pressure valve. Immediate attention required to prevent water damage to carpet.

Prompt: Property-First Format

Start with property address, then unit number if applicable. Describe the problem clearly for contractors.

Example:

78 Pine Road, Unit 12 - Ceiling fan in master bedroom making loud grinding noise. Tenant reports sound started 3 days ago and is progressively worsening. Tenant works from home, available any weekday.

Draft email:

AI Has Access To:

Use formal Australian English. Start with "Dear [Name]," and end with "Kind regards,". Use "organisation" not "organization", "centre" not "center".

Example:

Dear Ms Johnson,

Thank you for your enquiry regarding the property at 15 Beach Road.

We have reviewed your maintenance request and have scheduled a contractor to inspect the air conditioning system on Thursday, 14 March at 2:00pm. Please ensure someone is available to provide access.

If this time is not suitable, please contact our office to arrange an alternative appointment.

Kind regards,
[Name]
Property Manager

Prompt: Friendly Conversational Style

Keep tone warm and approachable. Use contractions (we'll, you're) and start with "Hi [Name]". End with "Thanks," or "Cheers,".

Example:

Hi Sarah,

Thanks for reaching out! We've received your maintenance request about the leaking tap in the ensuite.

I've booked our plumber to come by this Friday morning between 9-11am. They'll give you a call 30 minutes before arriving. The repair should only take about an hour.

Let me know if Friday doesn't work for you and we'll find another time.

Thanks,
Michael

Document Description:

AI Has Access To:

Identify document type first. Summarize key information: dates, parties, amounts, or findings.

Example:

Plumbing Invoice - Anderson Plumbing Services, dated 15 Jan 2024. Emergency repair of burst pipe at 78 High St. Labour $450, parts $180, total $630 inc GST. Marked as paid via EFT 18 Jan 2024.

Compliance description:

AI Has Access To:

State compliance type and property address. Include certificate number, dates, and pass/fail status.

Example:

Smoke Alarm Compliance Certificate - 156 Valley Rd, Cert #SA-9921. Inspected 5 Mar 2024 by SafeCheck Australia. Status: Pass. All 10 smoke alarms tested and compliant with AS3786. Certificate valid until 5 Mar 2025. Next inspection due Feb 2025.

Notes:

AI Has Access To:

Write in third person. Start with main point or action required. Include dates and deadlines. 3-4 sentences maximum.

Example:

Tenant reported heating system malfunction on 12 Jan 2024. Property manager scheduled emergency repair for 13 Jan with Anderson HVAC. Tenant confirmed available for access 8am-12pm. Follow-up required after repair to confirm system working correctly.

Reminders:

AI Has Access To:

Start with the timeframe (Today/Tomorrow/This Week). State what needs to be done and why. Include reference numbers.

Example:

Tomorrow - Lease renewal documents due for 45 Smith St, Unit 3 (Lease #8821). Tenant has indicated intention to renew. Send renewal paperwork before current lease expires on 31 March.