Board and owners · recorded call

An owner asks if a special assessment will pass: the AI concierge won’t guess

An owner asks whether a proposed seawall assessment will pass and whether she should sell her unit. The AI concierge says it does not know how the board will vote and will not speculate, gives the amount and meeting date, texts the agenda and meeting link, declines to give financial advice and books a callback with the manager.

Recording · 1:52Harbor Point

“Will the assessment pass?”

Caller
Patricia Wells, owner of unit 1104
Who
Owner
When
Monday 6:00 PM · Unit 1104
Language
English
Play it in the 3D building sim
Harbor Point is our example building. Everyone on the call except the AI concierge is simulated.

Transcript of the special assessment call

Word for word, with the time each line starts. Harbor Point’s AI concierge answers as Quinn.

  1. AI concierge0:00

    Thanks for calling Harbor Point. I'm Quinn, the building's AI concierge, and this call is recorded. If you have a fire or medical emergency, please hang up and call 911. May I have your name, please?

  2. Patricia0:10

    Yeah, it's Patricia Wells.

  3. AI concierge0:13

    Thank you, Patricia. How can I help you today?

  4. Patricia0:16

    Hi, I'm just calling about this proposed seawall assessment. Is it actually going to pass?

  5. AI concierge0:23

    I don't know how the board will vote, Patricia, and I can't speculate. The proposed assessment is three thousand eight hundred dollars per unit, with the vote at the November eighteenth board meeting at seven PM; would you like the agenda and Zoom link texted to you?

  6. Patricia0:37

    Yes, please text me the agenda and the link. Should I think about selling my unit before this hits?

  7. AI concierge0:44

    I can't provide real estate or financial advice, but I can arrange a management callback. One moment while I take care of that. I've sent the agenda and Zoom link to the number on file. Would you like Diane Russo to call you about the assessment?

  8. Patricia0:57

    Yeah, that would be great if she could call me back. Thanks for sending the info.

  9. AI concierge1:03

    Certainly. What phone number and preferred time should Diane use for the callback?

  10. Patricia1:08

    She can call me at 415-772-8967. Anytime tomorrow afternoon works for me.

  11. AI concierge1:17

    I have 415-772-8967 for tomorrow afternoon. What time tomorrow afternoon would you prefer for Diane's call?

  12. Patricia1:26

    Let's say around 2 o'clock, if that works.

  13. AI concierge1:30

    One moment while I arrange that. Diane Russo will call you at 415-772-8967 tomorrow at around 2 PM regarding the proposed seawall assessment. Is there anything else I can help with?

  14. Patricia1:43

    No, that's all for now. Thanks for your help. Bye.

  15. AI concierge1:49

    Thanks for calling Harbor Point. Have a good evening.

How should a building answer questions about a pending special assessment?

The caller wants a prediction and advice. The AI concierge gives her the facts on file and a person to talk to.

  1. Do not predict how the board will vote.
  2. Give the facts on file: the proposed amount, and the meeting date and time.
  3. Send the agenda and the meeting link.
  4. Do not give real estate or financial advice.
  5. Offer a callback from the community manager, with a number and a time the owner picks.

These steps come from this one recorded call. Your building’s own policy decides.

About these recordings. Harbor Point is our example building. Everyone on these calls except the AI concierge is simulated. Names, units, dates and amounts are sample data. TowerLine AI is a product of The AI Agency USA, Inc.

Hear the AI concierge take a call like this for your building.

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