Using the Copilot

The Rentametrix Copilot is a chat-based AI assistant that helps you explore your portfolio data, analyze market trends, and generate actionable insights — all through natural language. This guide covers the fundamentals of working with Copilot effectively.

Opening Copilot

Click the Copilot icon in the left sidebar, or use the keyboard shortcut Ctrl+K (Windows) / Cmd+K (Mac) to open the Copilot panel from anywhere in the app.

Asking Questions

Copilot understands natural language questions about your connected data. You do not need to write queries or know specific field names. Just ask in plain English.

Example Questions

Portfolio Performance:

What is my overall occupancy rate across all properties?

Market Comparisons:

How do my rents compare to the competitive set in Austin?

Leasing Pace:

Am I ahead or behind on pre-leasing compared to this time last year?

Unit-Level Detail:

Show me all 4-bedroom units with rents below market average.

Trend Analysis:

What has been the rent growth trend in the Athens, GA market over the last 3 lease seasons?

Tip

Be specific when you can. Instead of “How are we doing?”, try “What is the leasing velocity for Fall 2026 compared to Fall 2025?” — Copilot gives better answers when it knows exactly what you are looking for.

Understanding Responses

Copilot responses can include:

• Text summaries with key takeaways
• Tables showing detailed data breakdowns
• Charts visualizing trends and comparisons
• Source citations showing where the data came from

Every data point includes provenance information. Hover over a citation badge to see the original source — whether it is your PMS data, a market survey, or an enriched data point.

Note

Copilot scopes all queries to your current workspace and the academic lease season (August to July) by default. You can override the season by specifying a date range in your question.

Follow-Up Questions

Copilot maintains context within a conversation. You can ask follow-up questions without repeating yourself:

You: What is the average rent for 2BR units in my Austin properties?
Copilot: The average effective rent for 2-bedroom units across your 5 Austin properties is $1,425/bed...

You: How does that compare to the market?
Copilot: Your Austin 2BR rents are approximately 4.2% above the market average of $1,367/bed...

You: Break that down by property.
Copilot: [Table showing per-property comparison]

Pinning Insights to Dashboards

When Copilot returns a result you want to keep, you can pin it to a Dashboard for ongoing reference.

1. Hover over the Copilot response (table, chart, or metric).
2. Click the Pin icon that appears in the top-right corner.
3. Select an existing dashboard or create a new one.
4. The insight will appear on your dashboard and refresh automatically as new data arrives.

Pinned items are live — they are not static snapshots. As your underlying data updates through PMS syncs, pinned insights reflect the latest numbers.

Opening Results in Canvas

For deeper analysis, click Open in Canvas on any Copilot response. This transfers the data into the Canvas workspace where you can:

• Add or remove columns
• Apply filters and sorts
• Create additional visualizations
• Export to Excel or PDF
• Share with teammates

Tips for Better Results

Do This	Instead of This
”Show me occupancy by property for Fall 2026"	"Show me occupancy"
"Compare my 2BR rents to comps within 1 mile"	"How are my rents?"
"What is the pre-lease percentage as of today vs. same date last year?"	"How is pre-leasing going?"
"List properties with occupancy below 90%"	"Which properties are struggling?”

Keyboard Shortcuts

Shortcut	Action
Ctrl+K / Cmd+K	Open Copilot
Esc	Close Copilot panel
Enter	Send message
Shift+Enter	New line in message
Ctrl+Shift+P	Pin current response

---

Next Steps

• Quick Start Guide — Set up your workspace and connect data sources.
• API Reference — Access Rentametrix data programmatically.
• Integrations — Connect your PMS and configure exports.