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OpenAI Integration

Use AI to create any prompt and embed the output into any part of a property report making your property assessments more informative.

Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Our OpenAI integration allows you to harness the power of AI in your property reports. By using the latest ChatGPT-4o feature, you can create any prompt and embed the output into any part of a property report. This means you can easily add detailed location descriptions, making your reports more comprehensive and informative.

๐Ÿ’กThis is a Premium feature; please contact our Sales Team for more info.

NOTE: To use this option you will need your own paid-for Open AI account. Find out more here: GTP-4o.


How to connect the OpenAI integration option on your account

1. Navigate to your Settings tab on your online dashboard. Click on the Integrations tab and scroll down the page to the OpenAI integration:

  1. Click on the blue Connect OpenAI button:

  2. Paste in your API Key. This will need to be obtained from your OpenAI account. You can find more guidance here: where do I find my OpenAI API key

  3. Now click on the Test Key button to see if the key you have pasted in is valid:

  4. When you see that the API Key is valid, click on the green Connect OpenAI button:
    โ€‹

  5. Once the connection is complete, you will see a Successfully Connected OpenAI banner appear at the bottom left corner of your screen.

๐Ÿ’ก Once you've successfully connected the OpenAI integration, refresh your browser before you proceed.


Managing your AI prompts

1. Once you select OpenAI as your data source, you will then be able to add your prompts. Click on the Manage Prompts tab listed under the OpenAI integration:

2. We have already pre-filled a prompt for you. As we develop this integration, the prompt list for OpenAI will increase.

"Describe the local area for the property"

3. To add your own prompt, click on the Create Prompt box. You will then be able to name and detail your prompt.

โ— It's also important to remember that the OpenAI will generate the response based on the detail of your prompt, so it is important to ensure that you are specific and concise in what you want your integration to deliver.

4. Once you have customised your prompt, click on the Save button.


How to use OpenAI in your inspection reports

1. Navigate to the inspection / template you are working on >> once you click within the Description box of an item, you will see the AI icon appear:

2. Click on the AI icon to open up your prompt list. You can either use a prompt from your list, or write out your own prompt (custom) in the text field:

3. Click on the dropdown arrow on the right to open up the list of your pre-determined prompts:

4. Once you have selected your prompt, click on Generate:

๐Ÿ’ก The detail you add may vary depending on changes to current information available from your OpenAI link. You should always double check the accuracy of the information before completing your report.


How to use OpenAI to generate your image caption

1. Navigate to the image on your report >> click on the image. Thereafter, click on the AI icon at the top left corner of the image box:

2. The prompt will take a few minutes to run and you will then see the caption box will include the AI generated caption of the image itself.


How to link your OpenAI into your property custom field

1. Under the General Settings tab, scroll down the page to the External Data Source For Custom Fields box:

Ensure that this feature is switched On:

2. Navigate to the property you'd like to add your OpenAI prompt(s) to. On the Info page of the property, you will see the Custom Fields tab on the right side panel. Click on Manage:

3. Click on the green Add New Field box:

4. You will need to fill in the custom field with your desired information:

Here are our guidance points:

  • Name - input the name you'd like the Custom Field to have.

  • Show in Filter List - this will list your Custom Field on your property.

  • External Data Source - which source do you want to pull the data from.

Go through the External Data Source list and you will be able to select OpenAI as your source:

Once you select OpenAI as your data source, you will then be able to add your prompts. We have already pre-filled a prompt for you. As we develop this integration, the prompt list for OpenAI will increase.

"Describe the local area for the property"

If you want to add your own prompt, you can type it out in the Customise Prompt box:

๐Ÿ’ก The OpenAI prompt box can only support property merge tags as the custom field can only be listed to a specific property.

  • Full address as {property.fulladdress}

  • Address line 1 as {property.address1}

  • Address line 2 as {property.address2}

  • City as {property.city}

  • County as {property.county}

  • Postcode as {property.postcode}

  • Country as {property.country}

  • Property reference as {property.ref}

  • Property type as {property.type}

  • Property detachment as {property.detachment}

  • Property furnishing as {property.furnishing}

  • Number of bedrooms as {property.beds}

  • Number of bathrooms {property.baths}

  • Additional areas as {property.additionalareas}

  • Property fields as {property.fields.*}

  • Property UPRNs as {property.uprn}

It's also important to remember that the OpenAI will generate the response based on the detail of your prompt, so it is important to ensure that you are specific and concise in what you want your integration to deliver.

5. Once you have customised your prompt, click on the Save button.

6. Click on the Manage button again >> choose the OpenAI data source and click on Fetch. Once you see the Fetching Has Started! banner, refresh your browser tab to update the property:

If you are not happy with the data that your OpenAI link has generated, you will need to go back into the custom field, edit your prompt further, and re-run the fetch of the external data.


๐Ÿ’ก You should always double check the accuracy of the information before completing your report.

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