> ## Documentation Index
> Fetch the complete documentation index at: https://docs.crefi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Chat

> Your conversational CRE analyst that knows every detail of your deals

CREFI's AI chat is a conversational analyst that sits on top of all your deal data. It reads your uploaded documents, understands your underwriting assumptions, and can run calculations, research markets, and generate reports -- all through natural conversation.

## How It Works

When you open a chat within a deal, the AI automatically has access to:

* All uploaded documents (rent rolls, T-12s, offering memos, Excel models)
* Property details and geographic data
* Entities and transaction history
* Prior conversations and saved insights
* Market data from integrated data sources

You simply ask a question or make a request in plain English, and CREFI handles the rest.

## What You Can Ask

<AccordionGroup>
  <Accordion title="Deal analysis" icon="magnifying-glass-chart">
    * *"What's the current occupancy rate based on the rent roll?"*
    * *"Summarize the key terms from the offering memo"*
    * *"What are the top 3 risks for this deal?"*
    * *"Compare the asking price to the trailing 12-month NOI"*
  </Accordion>

  <Accordion title="Financial calculations" icon="calculator">
    * *"Calculate the cap rate using a \$12M purchase price"*
    * *"What's the IRR assuming a 5-year hold and 5.5% exit cap?"*
    * *"Run a DSCR analysis at current debt terms"*
    * *"What NOI do we need to hit a 1.25x DSCR?"*

    All calculations come with full audit trails showing every input, formula, and step.
  </Accordion>

  <Accordion title="Market research" icon="chart-mixed">
    * *"Tell me about the supply pipeline in this submarket"*
    * *"Refresh rent comps for comparable properties"*
    * *"What are the demographic trends within a 3-mile radius?"*
    * *"How does this property's rent per unit compare to the submarket average?"*
  </Accordion>

  <Accordion title="Document generation" icon="file-pen">
    * *"Generate a memo for this deal"*
    * *"Draft an executive summary of the investment thesis"*
    * *"Create a spreadsheet comparing the top 5 comps"*
    * *"Build a sensitivity table for cap rate vs. rent growth"*
  </Accordion>

  <Accordion title="Model adjustments" icon="sliders">
    * *"Update the vacancy rate to 5.00%"*
    * *"Adjust rents to portfolio average for Miami"*
    * *"Adjust the cap rate to 5.75%"*
    * *"What happens to returns if we increase CapEx reserves by 10%?"*
  </Accordion>
</AccordionGroup>

## Multi-Model Intelligence

CREFI uses different AI models depending on the task at hand, automatically selecting the best one for each situation:

| Task                 | What Happens                             |
| -------------------- | ---------------------------------------- |
| General conversation | Fast, conversational responses           |
| Complex analysis     | Deeper reasoning for financial models    |
| Document generation  | Specialized model for long-form content  |
| Image generation     | AI-generated property visuals and charts |

You don't need to configure anything -- CREFI routes to the right model automatically.

## Artifacts

When CREFI generates content, it appears as **artifacts** in a side panel next to the chat. Artifacts can be:

* **Text documents** -- memos, summaries, reports (editable in a rich text editor)
* **Spreadsheets** -- financial tables, comp grids, sensitivity analyses
* **Code** -- Python scripts for custom analyses (runs in a secure sandbox)
* **Images** -- AI-generated property visuals or charts

Artifacts are saved and can be referenced in future conversations.

## Follow-Up Suggestions

After each response, CREFI suggests relevant follow-up questions based on what you just discussed. These help you dig deeper into your analysis without having to think of the next question yourself.

## Tips for Best Results

<Tip>
  **Be specific about what you want.** Instead of "tell me about this deal," try "what is the trailing 12-month NOI from the T-12, broken down by revenue and expense category?"
</Tip>

<Tip>
  **Reference your documents.** CREFI works best when you point it at specific uploaded files. "Based on the rent roll, what's the average rent per unit by unit type?"
</Tip>

<Tip>
  **Ask for audit trails.** When CREFI runs calculations, ask it to show its work. Every metric comes with the formula, inputs, and intermediate steps so you can verify the math.
</Tip>