Less admin.
More understanding.

HOAhx Copilot answers questions from your community’s approved documents and the records each person is allowed to see, cites its sources, and points to the next step. People make every decision.

Sample view
  • Sources, every time

    Each answer cites the document it came from.

  • Only what you can see

    Answers follow each person’s permissions.

  • People decide

    No payments, fines, votes, or approvals by AI.

Answers you can check.
Sources you can open.

Copilot answers from approved community documents and authorized records, quotes its source, and links the right workflow, whether that’s a payment, a request, or an application.

  • Answers grounded in approved community documents
  • Citations to the exact source
  • Links to the right workflow
  • Clear next steps
Sample view

It knows what
you’re allowed to see.

Copilot follows the same permissions as everything else in HOAhx. When the information isn’t there, or isn’t yours to see, it says so and hands the question to a person.

  • Answers that follow each person’s permissions
  • A hand-off to a person when information is missing
  • No answers drawn from records you can’t open
Sample view

Helpful.
Never in charge.

Copilot never makes payments, issues fines, changes access, casts votes, or decides architectural requests. It helps people understand, and people decide.

  • No autonomous payments or fines
  • No access changes and no votes
  • No architectural decisions
  • A clear path to the right person
Sample view

The right help.
The first time.

Residents choose between contacting their HOA and contacting HOAhx technical support, so questions reach the right people. Technical issues get an owner and a status anyone can follow.

  • Separate “Contact my HOA” and “Contact HOAhx technical support” paths
  • Issue ownership, technical-issue reporting, and status tracking
  • Help in context, where it’s needed
  • Emergency and after-hours contacts
Sample view

A head start
on the busywork.

When a community moves to HOAhx, AI-assisted mapping matches spreadsheet columns to HOAhx fields and flags anything that doesn’t look right. Nothing is imported until an admin reviews and approves it.

  • AI-assisted column mapping for spreadsheet imports
  • Flags for duplicates, missing data, and mismatched balances
  • Admin review and approval before anything is imported
Sample view

The right view
for every role.

Everyone sees what their role allows, and your community decides who can do what.

  • Residents

    Ask about rules, schedules, and their own home, and get answers with sources and next steps.

  • Boards and committees

    Point residents to the right document, and get guidance on applications grounded in your own guidelines.

  • Admins

    Get a head start on imports, with every match reviewed before it counts.

Copilot questions.
Clear answers.

Something else on your mind? Visit the help center or book a demo.

Where do Copilot’s answers come from?
From your community’s approved documents and the records the person asking is authorized to see. Each answer cites its source.
Can Copilot make decisions for our board?
No. It can’t make payments, issue fines, change access, cast votes, or approve or deny architectural requests. People make every decision.
What happens when Copilot doesn’t know?
It says so and hands the question to a person, instead of guessing.

Answers,
with sources.