> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.plexflow.ca/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Plexflow AI – Setting your preferences

✨ **Note**: Turning on Plexflow AI lets you automate several repetitive tasks (communications, reminders, follow-ups, documents).

### Step 1 – Choose the main account

1. Sign in to your Plexflow space.
2. Select the **main account** (or the subaccount in question).
3. Click the **Plexflow AI** tab.

### Step 2 – Select the gear ⚙️

At the top left of the Plexflow AI screen, click the **gear** icon to access the **configuration settings**.

![Plexflow AI settings gear](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_1ixubxx.png)

### Step 3 – Set your preferences in Plexflow AI

In this section, you can change the settings according to your needs.

The main categories are:

### 1. Communication and notifications

- Choice of the default channel: SMS, Email, or both.
- Definition of the hours allowed for sending (min./max. time range, default time).

### 2. **Collect payment**

- Reminders before and on the day of payment.
- Automatic sending of receipts.
- Settings related to collections and follow-ups.

### 3. Late payment management

- Delays before sending notices (1, 3, 5 days).
- Options for formal notice and payment plan.
- Administrative and legal follow-up tasks.

### 4. **New tenants**

- Welcome message before the start of the lease.
- Organization/handover of keys.
- Satisfaction follow-up and inspection after move-in.

### 5. **Service requests**

- Reminders to the tenant before a repair appointment (48h, 24h, 2h).
- Follow-up after the work.
- Documentation and archiving of the interventions.

### 6. **Relevé 31**

- Generation of the slips.
- Transmission to the government.
- Sending to tenants.

![Plexflow AI preference categories](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-3_1ouy5ow.png)

### Understanding the different choices in Plexflow AI

When setting up a task, you can adjust three main settings:

### 🔹 **Enabled** column

- **Enabled**: the task will be handled (by you or Plexflow AI).
- **Disabled**: the task is ignored; it will not be carried out.

### 🔹 **Assignee** column

- **Manual**: you or your team will have to carry out the action yourselves.
- **Plexflow AI**: the AI takes care of carrying out the task automatically, according to your preferences.

### 🔹 Communication column

- This column determines **the template that will be sent to the tenant**.
- **Plexflow AI template**: you can use the standard text provided by Plexflow AI, including the dynamic fields (e.g. tenant’s name, address, date, amount).