Release Notes

Benefits:

• Every invoice, one place: AP staff can see all invoices across their communities in a single list, organized by workflow stage and filterable by status, payment type, and next action needed.
• Overdue and approaching due dates, highlighted: Due dates within 7 days show in orange; past-due invoices show in red — so nothing slips through unnoticed.
• The complete invoice record, one click away: The detail view shows everything about an invoice in one screen — line items, payment history, workflow progress, approvals, and a full audit log.
• Inline alerts surface what needs attention: Expired vendor insurance, withholding flags, and potential budget overruns are called out directly on the invoice record.
• Navigate without losing context: Prev/next arrows let AP staff move through their queue without returning to the list.

Benefits:

• Pay from the detail view: Process a full or partial payment on any Ready to Pay invoice without leaving the record. The payment modal pre-populates payment details and shows the current bank balance of the payment GL account before you confirm.
• Combined payments, surfaced automatically: When invoices are flagged for combined payment, the payment modal pulls in all other eligible invoices for the same vendor — so the right invoices are grouped into a single payment in one step.
• Void payments without voiding the invoice: A lost or stale check can be reversed on its own, returning the invoice to a payable state for reissuance — without touching the underlying invoice record.
• Void and reissue in one flow: Void/Reissue voids the original payment and triggers a new one in a single action, so correcting a payment issued with wrong details doesn’t require re-entering the invoice.
• Check images on demand: View a COPY-watermarked check image for any check payment directly from the Payment Summary — no need to locate the original document.
• Advance workflow status without entering edit mode: Received, Validated, Post to GL, and On Hold steps can be toggled directly in the detail view and save immediately, with every change captured in the audit log.

Benefits:

• Approve from the detail view: Approval steps in the Workflow Progress sidebar are actionable when it is your turn — no need to hunt for a separate approval queue or return to the list.
• Notifications when action is needed: When an invoice advances to a state requiring approval, everyone with the appropriate permission for that community receives an in-app notification automatically.
• Admin override unblocks the queue: Administrators can approve at any level — AP, Manager, or Board — when the designated approver is unavailable, keeping payment runs from stalling.
• On Hold freezes the workflow: Placing an invoice on hold prevents any other approval state changes until the hold is explicitly released, so nothing advances accidentally while an issue is being resolved.
• Approvals can be removed: If an approval is applied in error, it can be removed directly from the sidebar. The removal is logged, and the invoice returns to the prior state.

Benefits:

• One payment run for the full queue: Select any number of Ready to Pay invoices, review the batch, and submit everything in one action — no need to open and pay each invoice individually.
• Bank balance before you commit: Each account group in the Review Payments modal shows the current balance and the projected balance after the batch, so overdrafts are visible before they happen.
• Adjust the batch before confirming: Uncheck any invoice in the Review Payments modal to remove it from the current run without losing the rest of the selection.
• Combined payments handled automatically: Invoices flagged for combined payment are grouped by vendor within each GL account, so a single net payment is issued per vendor rather than separate transactions.
• Standalone batch check printing is not available in this release. Checks can be generated when processing individual invoice payments.

Manual Invoice Creation

Create, edit, and manage invoices from scratch directly in Manager — with a form that adapts to each community’s workflow settings and flags compliance issues before you save.

Feature Overview:

Manual Invoice Creation lets AP Clerks create invoices for any payee type — vendor, employee, other payee, or owner — using a structured form that adapts to the selected community’s AP workflow settings. The form shows only the fields and approval levels configured for that client. Vendor compliance alerts appear immediately on selection. Documents can be attached with a side-by-side PDF viewer open alongside the form. Invoices can also be edited from the detail view after creation, with all changes logged automatically. Available on web.

Benefits:

• A form that matches your community’s workflow: The invoice form shows only the fields, approval tiers, and date options configured for the selected community — no extra fields, no guessing what’s required.
• All payee types in one place: Create invoices for vendors, employees, other payees, and owners, with each payee dropdown filtered to eligible records for the selected community.
• Compliance flags before you save: If the selected vendor has expired insurance or is flagged for withholding, an alert appears immediately — before the invoice reaches the queue.
• Reference the original document while you type: Attach a vendor’s PDF and it opens in a side-by-side viewer, so the source document is visible while filling in the form.
• Two ways to save: Use CREATE INVOICE to save and close, or CREATE & ADD ANOTHER to save and open a fresh form immediately — for AP staff working through a stack of invoices.
• Edit invoices without voiding them: Unpaid invoices can be edited from the detail view, with only eligible fields unlocked based on invoice status and permissions. Every change is logged automatically with a before-and-after record.
• On Hold and Reject, built into the workflow: Place an invoice on hold with a reason to pause processing without losing it, or reject it with a required explanation. Both actions are logged and reversible.
• Recurring (memorized) invoice templates and ALLi-assisted autofill are not available in this release.

Benefits:

• Every invoice, one place: AP staff can see all invoices across their communities in a single list, organized by workflow stage and filterable by status, payment type, and action needed.
• Overdue and approaching due dates, highlighted: Due dates approaching within 7 days are shown in orange; overdue invoices are flagged in red — so nothing slips through unnoticed.
• Complete invoice history, one click away: The detail view surfaces everything about an invoice in one screen — line items, payment history, workflow progress, approvals, and a full audit log.
• Inline alerts surface what needs attention: Vendor insurance issues, withholding flags, and potential budget overruns are flagged directly on the invoice record, so staff can act without hunting for the context.
• Navigate without losing your place: Prev/next arrows let AP staff move through their queue without returning to the list, keeping work moving.

Invoice creation, editing, payment processing, approvals, and void/reject actions are not yet available — those capabilities are coming in subsequent releases through July and early August.

What’s New

Homeowner Ledger View
View a homeowner’s complete transaction history right from the unit record.
The new Ledger tab on the Unit landing page lets staff select any owner account and see every transaction with posting date, description, amount, open amount, and running balance — plus both the selected ledger balance and the total unit balance. Click any transaction to see related payments and GL entries, filter by date, type, and status, and spot entries flagged under an open delinquency. Available on web with a responsive mobile view. Requires AR transaction view and transaction account view permissions.

• Faster account research: answer billing questions and confirm payment history from one screen.
• Clear balance context: selected ledger balance and total unit balance are always labeled.
• Built for scanning: the key amount columns stay pinned on desktop as you scroll.

Data Hierarchy Navigation Panel
Browse your entire portfolio and jump straight to any landing page.
A new Data Hierarchy option in the side navigation opens a panel showing divisions, clients, communities, groups, and units. Drill forward and back through each level, or search directly by homeowner name, address, community, division, or group. Click a community or unit to go straight to its landing page; your current selection stays highlighted. The panel shows only what you have permission to access, and is available on mobile via the hamburger menu as a full-screen view.

• A second path to every record: browse your portfolio instead of searching by name.
• Familiar navigation that lowers the learning curve as teams move more of their day into Manager.
• Search built in across every level of the hierarchy.

Unit & Unit Account Notes
Capture, edit, and manage notes on a unit or account — with the latest note surfaced on the landing page.
The Notes tab now combines unit notes and unit account notes in one log, with unit account notes tagged and labeled with the contact name. A Latest Note section previews the most recent entry on the Unit landing page. Staff can add notes with a note type, category, visibility setting, and attachments; you can edit or delete notes you authored, with a brief undo window after deletion. Note type is set at creation and cannot be changed afterward. Available on web and mobile.

• Shared context for your whole team: account history lives on the record, not in inboxes.
• The latest note front and center on the Unit landing page.
• Author-controlled editing keeps the log trustworthy, with undo to prevent mistakes.

Bulk Print Queue for Letters

Managers and Administrators can now send Architectural Request and Violation letters to a centralized print queue, allowing all correspondence to be processed together in a single scheduled batch instead of sending each letter individually.

Feature Overview

The Bulk Print Queue introduces a streamlined way to manage letter generation across Architectural Requests and Violations. Wherever a letter can currently be generated, users will now see two options: Print Now and Send to Bulk Print. Choosing the latter stores a fully generated, print-ready letter in a centralized queue tied to the management company.

The Violations and Architectural Requests list views now include a Bulk Print mode that filters all items with letters queued for processing, allowing users to:

• Select one or multiple queued items and process them as a single batch.
• Monitor progress via background tasks and download the results once the job is complete. Background tasks have been updated to surface Bulk Print jobs alongside other async processes, with type filtering available to quickly locate items.

Bulk print jobs run asynchronously, so users can continue working while files are generated. The way each letter is delivered depends on how email delivery is configured for Architectural Requests and Violations for each homeowner — physical, electronic, or both. Letters sent physically include the generation of printable mailing labels. Letters sent electronically are delivered via email. Once the batch is complete, a results report is generated summarizing the outcome of the process. All generated files are stored in the history of the corresponding item (Architectural Request, Violation, etc.).

This feature is available on web and mobile.

• Chronological list view with timestamps, author details, and file attachments.

Community Contacts:

• Client Contacts: Displays contact name, title, membership, email, phone, and date range. Expired contacts are indicated with a count badge.
• Vendor Contacts: Lists vendor name, contact name, email, and phone number.

Benefits:

• Centralized Visibility: All critical info in one place.
• Reduced Navigation: Fewer clicks to access what matters.
• Operational Efficiency: Quick access to support daily community management tasks.

Benefits

• Scheduled Mail Processing: Managers and Administrators can batch all outgoing physical letters and print them on a dedicated day, eliminating the need to print each letter as it is generated.
• Centralized Queue Management: A single queue view consolidates all pending letters across Architectural Requests and Violations, giving users full visibility into what is waiting to be printed.
• Non-Blocking Workflow: Because print jobs run as background tasks, users are free to continue their work without waiting for files to generate. A results report is generated automatically once the batch is complete.
• Flexible Delivery: Each letter is processed according to the homeowner’s configured delivery preference — physical mail, electronic, or both — ensuring correspondence is sent through the right channel every time.
• Mailing Labels Included: For letters sent physically, printable mailing labels are generated as part of the batch, streamlining the entire physical mail preparation process.
• Full Audit Trail: All generated and printed files are saved to the history of each corresponding item, ensuring a complete and traceable record of all correspondence.

What’s New:

Expanded Community Landing Page Information Modules
We’ve added new read-only modules to the Community Landing and Detail Pages, designed to centralize key community information and enhance visibility.

Overview Tab:

• Fact Sheet: Displays structured community data using field codes and values for quick reference.
• Billing Records: Lists all active billing items, including name, start/end dates, amount, frequency, type, and posting day.

Records Tab:

• CC&Rs: Provides a read-only view of Covenants, Conditions, and Restrictions.
• Documents: Shows uploaded community files with metadata like name, upload time, file size, and download option (read-only view).

Community Notes

• Chronological list view with timestamps, author details, and file attachments.

Community Contacts:

• Client Contacts: Displays contact name, title, membership, email, phone, and date range. Expired contacts are indicated with a count badge.
• Vendor Contacts: Lists vendor name, contact name, email, and phone number.

Benefits:

• Centralized Visibility: All critical info in one place.
• Reduced Navigation: Fewer clicks to access what matters.
• Operational Efficiency: Quick access to support daily community management tasks.

• Single Experience: Payments tasks can be completed without leaving Manager.
• Less Context Switching: Eliminates the extra step of opening the standalone Payments product.

• Richer Community View: More information and tools surfaced directly on the landing/detail pages.
• Better Navigation: Modules bring frequently used community context closer to the user.

Step Projects Enhancements: Search + Related Links

Improvements related to Step Projects were introduced. From now on, the search bar allows users to search for Step Projects, and it is now possible to add Related Links to Step Projects, just as it already works for regular Steps.

Feature Overview:

Users can now:

• Search for Projects directly within Suite Manager.
• Add Related Links to Projects (previously only supported for Steps).

This makes it easier to connect supporting content and cross-reference work.

Benefits:

• Faster Project Discovery: Find projects quickly via search.
• Stronger Context Linking: Related links extend knowledge and references beyond Steps into Projects.

• Faster Financial Decisions: Eliminates back-and-forth emails by allowing decisions directly in the system.
• Improved Accountability: Approval and rejection actions are logged for transparency and auditing.
• Streamlined Operations: Reduces processing time for invoices and improves workflow efficiency for management teams.

• Universal Availability: Ensures every Suite Manager customer has access to essential search capabilities.
• Predictable Results: Offers clean, consistent keyword matching without AI interpretation.
• Improved Navigation: Helps users move more quickly through common records and workflows.

Community Landing Page

A redesigned, read-only Community Landing Page centralizes vital community information in a modern, structured layout.

Feature Overview

The new Community Landing Page introduces a modular, intuitive design built around four read-only components:

• Fact Sheet: Core details such as name, address, identifiers, and community attributes.
• Client Contacts: Key representatives and their roles for operational coordination.
• Documents: Access to relevant governing and operational documents.
• CC&Rs: Quick visibility into Covenants, Conditions & Restrictions associated with the community.

This redesign improves clarity and supports upcoming enhancements such as editing, deeper navigation, and integrated community insights.

Benefits:

• Centralized Information Hub: Gives users a single, unified location to review community details.
• Improved Clarity & Layout: Modernizes the experience, reducing the need to navigate multiple modules.
• Future-Ready: Establishes the structural foundation for enhancements planned for early 2026.

What’s Improved

More Accurate Violation Dates

Violation created dates now display consistently across the interface, ensuring more reliable compliance reviews.

Improved Unit Selection Behavior

Checkboxes on unit selection screens behave more predictably, ensuring that selections stay in sync with user actions.

Cleaner Dropdown Behavior

Dropdown menus now properly reset when navigating between records, preventing incorrect or lingering values.

Clearer Assess-Now Feedback

Assess-Now actions in Violations now provide consistent visual feedback, reducing confusion when managing fines or compliance events.

More Reliable Violation Processing

Updates to backend logic improve the accuracy and stability of Violation actions, including assessing violations and generating letters in complex scenarios.

• Greater Control: Take immediate action on violation letters without waiting for automated triggers.
• Efficiency Gains: Quickly correct or resend correspondence directly from the violation record.
• Improved Clarity: Updated labels and design elements make managing violation stages easier and faster.

• Faster Data Entry: Streamlines the violation logging process by eliminating extra steps.
• Improved Accuracy: Automatically links violations to the correct property and homeowner.
• Better Recordkeeping: Allows users to include photos and detailed descriptions up front.

• Edit the description and corrective measure (Required Action) fields.
• Add or remove photos and captions.
• Manage appeal dates, inspection data, and inspector assignments.
• Track letters, fines, and notes in separate tabs for clarity.

• Transparency: Every update is tracked for full accountability.
• Efficiency: Makes it easy to modify details without switching screens.
• Comprehensive View: Combines letters, fines, and notes into one unified interface.

• Selecting and sending letter templates.
• Editing or reprinting letters as needed.
• Applying, waiving, or locking fines.
• Updating Follow-Up By dates with validation.
• Adding or updating the Corrective Measure (Required Action).

• Add or edit violation descriptions
• Change status, inspector, violation date/time, and appeal date
• Upload single or multiple photos
• Add/edit photo captions, update, delete, and download photos
• View fines associated with a violation

• Time Savings: Manage all aspects of a violation in a single location.
• Flexibility: Update details and supporting photos as a case progresses.
• Transparency: Provide clear documentation of violations and related fines.

• Run multiple reports simultaneously as a group.
• View a list of recently run report groups for quick reference.
• Continue running individual client reports on a dedicated tab.

• Efficiency: Run and review multiple reports in a single action.
• Organization: Clear separation between group and individual reports.
• Convenience: Quickly access recently generated report groups.

• ARC Committee members (reviewers/board)
• Homeowners linked to the request

• Improved Communication: Homeowners and board members receive timely updates on ARC notes.
• Accountability: Notifications are logged for transparency and recordkeeping.
• Flexibility: Managers choose who sees notes and who gets notified.

Benefits:

• No more blocked jobs: Communities with time-sensitive automated tasks — such as lockbox processing or AP
  payments — will see those jobs execute reliably on their configured schedules, even if another community’s job
  is running simultaneously.
• Improved reliability: Scheduled jobs that previously appeared to be silently skipped or missed will now fire as
  expected, reducing the need for manual intervention and support escalations.
• Predictable performance: Advanced Automation will provide consistent, on-time execution across all customers
  and job types

This release introduces explicit handling for closed-period submissions:

• Invoices submitted to a closed period: When an invoice is posted via the API to a closed accounting period
  and the client is on accrual accounting, Caliber will place the invoice on HOLD, record the original posting
  intent in the invoice log (including the attempted GL date). This preserves the invoice for review without
  corrupting the accounting period.
• New alert — Invoice Posted to Closed Period: Users can subscribe to a new system alert to be notified
  when this occurs. The alert includes the invoice number and the attempted posting date, and clicking the alert
  navigates directly to the invoice for quick resolution.
• Payments submitted to a closed period: When a payment is posted via the API to a closed period, Caliber
  will now return a clear error response — “Cannot post the payment to a closed period” — to the payment
  partner and generate a separate alert advising staff to address the transaction in Caliber or coordinate with
  their AP provider to avoid an out-of-balance condition.

 

Benefits:

• Clear visibility into posting exceptions
• Accounting integrity: Invoices are held rather than silently posted to closed periods, keeping financial records
  clean and auditable.
• Faster resolution: Direct links from alerts to the affected invoice reduce the time it takes to identify and resolve
  closed-period posting exceptions

• Payments in Manager
  The FS Pay Dashboard is now integrated into Manager, giving CAMs and authorized teams direct access
  to homeowner payment and balance details. Answer payment questions in real time, reduce system
  switching, and support homeowners faster during peak payment season.
• Unit Detail Page
  Search for any unit and open the Unit Detail Page to view a summary of unit health, open violations,
  architectural requests, work orders, delinquencies, contact info, and notes, all designed to surface
  actionable insights at a glance.
• Community Detail Page
  Search for any community and open the Community Detail Page to view fact sheets, billing items,
  CC&Rs, documents, and contact lists. See a clear snapshot of community health and address
  outstanding or time-sensitive needs with fewer clicks.

• Faster recovery without extra labor
• Predictive insights on which accounts will pay and when
• Fewer legal referrals and lower legal costs

• New Date filters when running from the Client Reporting Toolbox
• Option to choose to ignore date ranges when running the reports as part of a report group.
• Option to sort reports by date in ascending or descending order.

• High priority bug fixes
• Improvements to AP Automation
• For customers in our Corporate Accounting Beta program: We’ve added the ability to enter charges directly within Caliber. Keep track of copies, mailings, and other miscellaneous charges in Caliber. Review and post charges directly to your customer’s AP!

• Notifications can be configured at the Master or Client level
• Custom messages will support architectural fields codes and enhanced formatting
• If a custom message is not specified, the current notification text will be used instead.
• For all notifications, we’ve appended critical information for the item at the end of the message, including application number, request type, community name, unit address, and a link to the architectural item in FRONTSTEPS Community.

• Clarity – Approvals and actions belong on their own tab and in a deliberate context for

greater user clarity

• Better Management of the Process – Board Members can see in a specific place the

invoices that need their attention

• Reduced Questions – Expectations and Requirements are now clear

Previous Behavior:

• Managers could only upload 5MB files with a total file size of 20MB
• Owners could only upload 20MB files on the web portal with a total size of 25MB

Rsolution:

• Managers can upload 50MB files without a total file size restriction on the web portal

• Owners can upload 50MB files without a total file size restriction on the web portal

Payments Call-to-Action Updated

We have updated the call-to-action on the payments button for greater clarity for owner users managing their finances

Previous Behavior:

• Questions would impede owners from clicking ‘pay now’ to start the payment process

Resolution:

• Button has been updated to “Review & Make Payment” so owners understand clicking that button doesn’t immediately start a payment

Architectural Notifications

We have updated the architectural request notifications on the web portal to correctly reach the reviewers (if that option is selected) and homeowners (if that option is selected) when the note is visible to reviewers and homeowners

Previous Behavior:

• Notifications wouldn’t reach homeowners as expected

Resolution:

• Notifications are reaching homeowners and reviewers on Architectural Request notes add to the Community Portal when those notes are set to be viewed by homeowners

• Ease of user: Managers can publish to both the web portal and mobile app for greater

• Flexible Communication – Control who sees comments based on sensitivity and relevance
• Faster Reviews – Email notifications with direct links speed up response times
• Protected Discussions – Enable candid internal feedback without exposing all stakeholders
• Reduced Noise – Conditional notifications prevent unnecessary alerts

• Enhanced Personalization: Showcase your unique branding across the platform, reinforcing ownership and community identity.
• Flexibility: Differentiate specific communities by assigning unique logos tailored to their identity.
• Consistency: Maintain a professional, branded appearance across all pages where logos are displayed.

• Improved Usability: Board Members can now perform their duties by accessing and managing existing Work Orders, even if the creation feature is disabled.
• Aligned Expectations: The functionality now behaves consistently with role-based permissions, eliminating the need for manual intervention to restore Work Order visibility.

• All account numbers associated with the user
• A “Pay Now” button next to each property
• A direct payment link for each account

• Reduces support call volume, especially during high-traffic periods like the Superbowl of Payments
• Improves user experience and self-service capabilities

What’s New:

Intelligent Budget Generation

Intelligent Budget Generation guides Community Managers through the complete annual budgeting process in one connected experience.

Managers begin by selecting the community and budget year, entering expense-growth assumptions, choosing an insurance projection method, uploading a Reserve Study, selecting a reserve-funding approach, and providing any known issues or additional community context. Each step is validated as the Manager progresses, and a final review screen summarizes the assumptions before the budget is generated.

Using Caliber general-ledger data and the Manager’s inputs, the budgeting engine then creates a proposed annual operating budget using a transparent calculation hierarchy:

Manual Override → Schedule Override → Annualized YTD with Growth → Prior-Year Budget → Prior Actual → CPI → Placeholder

Every budget line identifies how its value was calculated, making the resulting budget fully traceable and easier to audit. Account mapping also helps apply a consistent budgeting structure across communities.

The generated budget includes the supporting schedules Managers expect, including bad debt, insurance-renewal blending, reserve funding, planned projects, Balance Sheet statements, and Income and Expense statements.

Once the baseline budget is ready, ALLi evaluates each general-ledger account individually and recommends potential adjustments. These recommendations are grounded in the community’s historical Caliber data, shared community context, uploaded documents, Manager-provided notes, and relevant market or inflation information.

Each ALLi recommendation includes:

• The recommended percentage and dollar adjustment
• An explanation of the recommendation
• An option to apply or dismiss the recommendation

Recommendations appear in the Budget Viewer alongside the baseline budget. Managers can apply, review, undo, or dismiss recommendations while totals update automatically. Lines modified using an ALLi recommendation are visually identified, and the reasoning remains available for review.

When the budget is complete, the Manager can generate a final FRONTSTEPS Excel workbook with live formulas. The workbook reflects the final values shown in the Viewer and includes an automatically populated Caliber Import tab to help streamline loading the approved budget back into Caliber.

 

Benefits:

One guided budgeting workflow
Managers are guided from initial assumptions through final export without needing to understand the underlying mechanics of workbook construction.

• Formula-accurate and traceable
  Every number comes from Caliber data, an explicit assumption, a supporting schedule, or a Manager override. Each budget line explains how it was calculated.
• Account-level intelligence
  ALLi evaluates individual accounts instead of applying a single growth percentage across the entire budget.
• Managers remain in control
  ALLi provides recommendations, but nothing is changed without the Manager choosing to apply it. Recommendations can also be reversed at any time.
• Consistent across a portfolio
  Account mapping and standardized calculation logic make it easier to produce consistent budgets across multiple communities.
• Board-ready Excel output
  The final workbook contains live formulas, reflects the reviewed budget, and includes the information needed for board and accounting review.
• Ready for Caliber
  The automatically populated Caliber Import tab reduces the manual work required to enter an approved budget back into the accounting system.

What’s Improved:

• Replaces the chat-based Budget Draft Agent with a structured, validated experience designed around the way Community Managers build budgets.
• Eliminates the need to export data, rebuild formulas, repair workbook errors, and repeat the same spreadsheet process for every community.
• Replaces blanket percentage increases with account-specific recommendations grounded in historical and community-specific information.
• Gives Managers a clear record of what changed, why it changed, and which values were influenced by ALLi.
• Brings budgeting intake, generation, analysis, review, and export together in FRONTSTEPS Manager.

Why It Matters:

Budget preparation has traditionally required Community Managers to export general-ledger information, gather prior budgets, review financial statements, rebuild formulas, validate assumptions, and repeat the process for every community they manage.

Intelligent Budget Generation brings that process into one guided workflow.

Budgets that previously took days of spreadsheet work can now be created through a faster, more consistent, and fully traceable process. ALLi performs the account-level analysis while the Community Manager retains final control over every change.

Primary users: Community Managers, accountants, finance teams
Secondary users: Board members and other members reviewing the completed budget

• Hybrid Automation, On Your Terms: Seamlessly blend AI and human steps so routine work is automated while key decisions stay with people.
• Clear Ownership & Accountability: @mentions assign every item to either ALLi or a teammate, eliminating ambiguity and handoff delays.
• Consistency at Scale: Markdown prompts standardize instructions, ensuring ALLi delivers predictable, repeatable results across communities.
• Faster Cycle Times: Scheduling and recurrence reduce lag between steps and keep recurring work moving without manual kicks.
• Richer, Traceable Audit Trail: ALLi’s comment posts and auto‑attached outputs create a complete record of what ran, when, and by whom.
• Fewer Reworks Through Context: By reading prior comments, ALLi tailors follow‑up actions to the latest information rather than starting from scratch.
• Flexible Orchestration: Reorderable checklists make it easy to adapt processes as requirements change—no heavy reconfiguration needed.

The updated Step creation experience now functions as a lightweight workflow engine tailored to HOA operations. When creating a Step, managers can:

• Assign ALLi as an Assignee: Choose ALLi as the task owner for any checklist item to have it executed automatically in the background.
• Build Reorderable Checklists: Break a Step into clear, movable checklist items to mirror the exact process you follow.
• Embed Structured Prompts (Markdown): Add rich, markdown-based instructions to guide ALLi—include data points, links, and formatting to standardize outcomes.
• Use Inline @Mentions for Routing: Assign items with @mentions (e.g., @alli for AI execution or @alex for a teammate). Mentions drive automatic assignment and clarify ownership.
• Automated Comment Responses: As ALLi completes her items, she posts results directly into the Step’s comments—creating a running, auditable transcript.
• Context-Aware Follow‑Ups: ALLi automatically uses prior comments and outcomes as context for subsequent items, improving relevance and continuity.
• Auto‑Attach Outputs: Files or reports generated by ALLi are attached to the Step automatically for easy review and sharing.
• Hybrid Execution Rules: ALLi executes only the checklist items addressed to @alli and pauses when the workflow reaches items assigned to people. Once the human completes their item, processing continues with subsequent AI-assigned tasks—no manual restarts required.

• Hybrid Automation, On Your Terms: Seamlessly blend AI and human steps so routine work is automated while key decisions stay with people.
• Clear Ownership & Accountability: @mentions assign every item to either ALLi or a teammate, eliminating ambiguity and handoff delays.
• Consistency at Scale: Markdown prompts standardize instructions, ensuring ALLi delivers predictable, repeatable results across communities.
• Faster Cycle Times: Scheduling and recurrence reduce lag between steps and keep recurring work moving without manual kicks.
• Richer, Traceable Audit Trail: ALLi’s comment posts and auto‑attached outputs create a complete record of what ran, when, and by whom.
• Fewer Reworks Through Context: By reading prior comments, ALLi tailors follow‑up actions to the latest information rather than starting from scratch.
• Flexible Orchestration: Reorderable checklists make it easy to adapt processes as requirements change—no heavy reconfiguration needed.

• Centralizes communication for easier follow-up and collaboration.
• Improves task context and reduces time spent switching between tools.

• Securely connects Outlook to ALLi for email integration.
• Lets you link emails to tasks, agents, or packets directly.

Feature Overview:

• Automatically links report groups to packet fields using predefined rules.
• Applies preset grouping criteria to minimize manual adjustments.

Benefits:

• Saves time preparing board packets.
• Reduces errors from manual group assignments.

Feature Overview:

• Supports agent-specific parameters for precise routing.
• Delivers focused processing in complex workflows.

Benefits:

• Gives admins greater control over automation behavior.
• Optimizes multi-agent workflows with targeted responses.

Feature Overview:

• Fetches fact sheet data from Caliber systems into ALLi.
• Displays that information within ALLi’s reporting views.

Benefits:

• Centralizes key property facts for board and manager use.
• Improves visibility into community metrics and reporting.

Feature Overview:

• Store rich descriptions and metadata with agent profiles.
• Improves discoverability and understanding in support tools.

Benefits:

• Speeds up onboarding and troubleshooting for support staff.
• Reduces miscommunication with better documentation.

Feature Overview:

• UI to visually link report groups during packet setup.
• Includes inline validation and proactive guidance.

Benefits:

• Streamlines setup and reduces configuration mistakes.
• Minimizes need for support assistance on packet setup.

Feature Overview:

• Corrected logic for automated task assignments.
• Ensures tasks go to the right Suite Manager every time.

Benefits:

• Improves accountability through accurate task ownership.
• Reduces time spent fixing assignment errors.

Feature Overview:

• One-click PDF export for full chatbot transcripts.
• Ideal for archiving or compliance reviews.

Benefits:

• Easy to store and share conversation records.
• Supports compliance, training, and reporting needs.

• Hands-free productivity: Ideal for managers in the field or while multitasking.
• Accessible by design: Reduces friction for users who prefer speaking to typing.
• Platform for growth: Establishes the base for future “do this by voice” actions.

• Consistent documentation: Clear, comparable agent profiles across your library.
• Better discovery: Easier for teams to find the right agent for the job.
• Integration-ready: Cleaner downstream use by hubs, training content, and APIs.

• Faster first win: Shortens time-to-value for new and returning users.
• Higher engagement: Prompts reflect what users actually do most. Evolves with usage: Room to rotate or A/B test by role over time.
• Evolves with usage: Room to rotate or A/B test by role over time.

• Speed to action: Find what you need faster with fewer page hops.
• Designed to scale: A framework that accommodates new features gracefully.
• Higher adoption: Clearer wayfinding increases feature discovery.
• Workflow Consistency: Matches Caliber’s compliance standards while streamlining steps in Suite Manager.
• Fewer Handoffs: Allows CAMs to progress violations independently.