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.

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.

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).

Updated on: 13/11/2026