Add "Meet Elise" as a Leasing Agent

Add the Meet Elise agent to create seamless communication between EliseAI and Yardi Voyager. 

This setup allows your AI Assistant to perform essential tasks, such as lead management, leasing document requests, and other property-related functions.

Setup Instructions

In Yardi Voyager, add a new leasing agent for each property you are launching on EliseAI.

1. Navigate to Setup > Property > Review  Property.
2. Select the desired property and go to Functions > Agents.
3. Find the Meet Elise Agent and add a Start Date if not populated
4. If the Meet Elise Agent is not on the list:
   1. Select the paper icon.
   2. Select Employee to find and add the Meet Elise user as a leasing agent.
   3. Enter the start date for the Meet Elise user.
   4. Click Submit
5. Check “User can bypass Leasing Week security” to ensure EliseAI can import guest cards outside of the leasing week date range.

6. Save your settings

    

Additional Setup for CRMIQ Users Only

If your organization is using CRMIQ, you must also add the House user as a Leasing Agent.

1. Navigate to Setup > Property > Review  Property.
2. Select the desired property and go to Functions > Agents.
3. Find the House Agent and add a Start Date if not populated
4. If the House Agent is not on the list:
   1. Select the paper icon.
   2. Select Employee to find and add the House user as a leasing agent.
   3. Enter the start date for the House user.
   4. Click Submit.

This ensures the CRMIQ environment can correctly assign and manage lead routing via the House agent.