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Getting Started With the OnsiteIQ AI Agent

Updated yesterday
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The AI Agent is your intelligent assistant inside OnsiteIQ. It helps you instantly retrieve insights, generate summaries, and navigate your project using simple prompts.

How to Access the AI Agent

  1. Log in to your OnsiteIQ account.

  2. From the Portfolio Dashboard, open any project where you want to use the AI Agent.

  3. Click on the AI Agent module within the left hand side bar from any page within the project.

How to Use the Prompt Window

  1. Type any question or request into the prompt field.

  2. Press Enter to submit.

  3. The AI Agent will analyze your project data and return a written response, report, or list of insights.

Supported Request Types

You can use the AI Agent for:

  • Progress updates

  • Delay identification

  • Unit-level insights

  • Summaries and lookbacks

  • Visual navigation (floor plans + 360° views)

  • Drafting reports or emails

  • General questions about your project dataset

  • And more!

Tips for Best Results

  • Be specific about dates, units, or floors when possible.

  • Use clear verbs such as generate, summarize, identify, create, or show.

  • If the AI Agent includes clickable links, use them to jump directly into visuals.

Example Prompts

  • “Create a summary of progress over the last 30 days.”

  • “Which units on Level 5 are behind schedule?”

  • “Highlight anything that changed since our last site walk.”

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