Onboarding

Onboarding

• EliseAI Post-Launch Guide
• Launch Status Overview
• Inviting Your Initial Team
• Onboarding: Recommended Settings
• Setting Up Knowledge
• Calendar and Tours Settings

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SSO

• SSO: Getting Started
• EliseAI SSO & Pre-Launch User Login
• Okta SAML Setup
• Azure Entra SAML Setup
• Azure Entra OpenID Setup
• Setting Up Role Mapping in SSO

Product Testing

• LeasingAI Product Testing
• MaintenanceAI Product Testing
• DelinquencyAI Product Testing
• RenewalsAI Product Testing

Introduction Templates

• LeasingAI Introduction Email for Agents and Teams
• ResidentAI + DelinquencyAI Introduction Email for Residents
• MaintenanceAI Introduction Email for Residents
• DelinquencyAI Introduction Email for Residents
• RenewalsAI Introduction Email for Residents

AppFolio

• AppFolio Integration Setup
• AppFolio: Set up a Scheduled Export
• Route your Lead Traffic From Appfolio to the AI Portal

Anyone Home

• Anyone Home MeetElise Leasing Agent Setup

Entrata

• Entrata Setup for EliseAI
• ResidentAI Set-up: Entrata
• Final Launch Steps: Entrata CRM
• Agent Workflow for ResidentAI: Entrata

Knock

• Knock Integration Setup
• Final Launch Steps: Knock CRM

Real Page

• RealPage EliseAI Setup
• RealPage MeetElise Leasing Agent Setup
• RealPage MaintenanceAI Setup
• Setting up EliseAI and On-Site Pricing Integration

Resman

• ResMan Integration Setup
• Lease Audit Tool Resman API Access

Yardi

• EliseAI Yardi Integration Setup Guide
• Set Yardi Voyager Permissions
• Add "Meet Elise" as a Leasing Agent
• RentCafe Step 1: API Token and Company Code
• RentCafe Step 2: Confirm RentCafe Pricing and Calendar
• RentCafe Step 3: Create a Marketing Source Campaign

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