Best practices with AI agents

An AI agent connected to Wenn Property can help you with quotes, checklists, quantities and analyses. Here's how to get the most out of it.

Good advice

• Work step by step — don't throw the whole task at the agent at once.
• Give good context: price lists, QA documents, old templates and estimates.
• Verify figures the agent finds or calculates.
• Remind the agent of important details (for example location or special requirements) if it loses track.

Examples of use

• Retrieve the area of the windows on the second floor from an inspection.
• Create a quote from a template + price list + inspection note.
• Fill in checklists from a recording or survey report.
• Calculate demolition quantities or skip requirements.

Note: A Microsoft Copilot connection can be challenging due to company IT permissions — feel free to contact your IT manager. If you need help, contact support.