Now with voice — Introducing the AI Voice Agent
How it works

From your information
to a working AI Employee

Connect your documents and systems. AI Employee learns how your organization operates, assists people around the clock, and completes routine work.

Four steps to live

How your AI Employee comes together

1

Connect your information

Provide the information your organization already uses:

  • Governing documents, bylaws, rules, and policies
  • Community or member handbooks
  • Websites, FAQs, forms, and announcements
  • Meeting minutes and operational procedures
  • Calendars, reservation systems, and management platforms

Each community or club maintains its own information, policies, and workflows.

2

Configure your AI Employee

We tailor your AI Employee to your organization, including:

  • What it can answer
  • Which tasks it can complete
  • Who can access specific information
  • When human approval is required
  • Where complex requests should be routed
  • Your preferred voice, terminology, and service standards

HOAs can deploy Teri, while private clubs can deploy Max — each configured for the organization it serves.

3

Let people ask naturally

Residents, members, prospects, managers, and employees can ask questions using everyday language — by text or voice. Your AI Employee understands the request, finds the relevant information, and delivers an immediate, easy-to-understand response, 24/7.

4

Turn questions into completed tasks

AI Employee goes beyond providing answers. Depending on your configuration, it can:

  • Capture inquiries and contact information
  • Schedule appointments, tours, and reservations
  • Register guests and vehicles
  • Collect and file requests
  • Draft replies, notices, newsletters, and other communications
  • Retrieve policies and prepare routine documents
  • Route complex matters to the appropriate employee

People complete common tasks within the same conversation — instead of calling, emailing, or searching through a portal.

One AI Employee, everyone it serves

Built for every role

🏠

Residents & members

Get quick answers and complete everyday requests anytime, without waiting for office hours.

Prospective members

Ask questions, share contact information, and schedule a visit — all in one conversation.

🧑‍💼

Managers & staff

Find information, draft communications, prepare documents, and cut repetitive administrative work.

📊

Leadership

Deliver more consistent service, understand common needs, and support more communities or members without adding the same administrative load.

You stay in control

Human help is always available

When a request is sensitive, complex, or requires judgment, AI Employee routes it to the right person with the conversation details attached. Your staff gets the context they need — without making the resident or member start over.

Fits your stack

Works with the tools you already use

  • Management platforms
  • Club management systems
  • Websites and portals
  • Email and calendars
  • Reservation systems
  • CRM platforms
  • Document storage
  • Forms and workflows

Start with your documents and add system connections as your needs grow.

Always current

Review, measure, and improve

Administrators can review conversations, identify unanswered questions, update information, and monitor adoption. As your documents, policies, and operations change, your AI Employee changes with them.

Getting started

Simple to launch

1

Share your approved documents and workflows.

2

Review the configured AI Employee.

3

Test common questions and tasks.

4

Launch to residents, members, or employees.

5

Monitor usage and expand capabilities over time.

Put your AI Employee to work

Give people faster service while giving your staff more time for the work that requires a human touch.