Cephai Chat Overview
Cephai Chat Overview
Cephai (See-fee-eye) is CINC’s generative AI tool available in the Homeowner & Board Portal and the Homeowner & Board app. Cephai is free for all CINC Systems clients using the custom-branded Homeowner & Board app
Homeowners can ask Cephai questions in conversational format. It will respond using homeowner information and, if the information is available, Cephai will provide the answer including the specific document and page the answer came from. For example:
What is my balance history?
What are the pool hours?
What color roof can I have?
Cephai can use the following data sources when responding to homeowner questions:
FAQs configured in CINC Accounting.
Global and association-specific document categories configured in WebAxis Admin Portal.
Homeowner facts that exist within the system (see Automatically Enabled Homeowner Factsfor the list of homeowner data used).
Note: CINC uses an automated, overnight process that updates Cephai with all new FAQs and documents. If you upload during the day, the new information will be accessible to Cephai AI within 24 hours.
Automatically Enabled Homeowner Facts
Cephai will utilize the following homeowner information from the association database in CINC Accounting. This data is always enabled and cannot be disabled:
Homeowner Name
Account Number
Homeowner Association Name
Homeowner Address
Homeowner Email
Homeowner Home Phone
Homeowner Mobile Phone
Homeowner Work Phone
Current Balance
Future Balance
Last Payment
Next Payment
Total Open Violations
Total Open Work Orders
Total Open Architectural/ACC Requests
NOTE: Cephai might limit information based on user access permissions. For example, a homeowner in a block payment status will not be able to ask Cephai any payment or account balance related questions.
CINC Accounting: Configuring FAQs for Cephai AI
Cephai will use FAQs as a data source if they meet the following conditions:
Cephai can utilize common (global) and association-specific FAQs.
Cephai can only utilize public FAQs.
Cephai cannot utilize any FAQs using homeowner-specific merge tags (this includes any property specific merge tags and homeowner misc. info field merge tags).
Cephai can only use FAQs when the FAQ module is added to the association template in WebAxis Admin Portal.
WebAxis: Configuring Global Document Categories for Cephai AI
Click Manage Content > Global Document Category. If you are using universal navigation, click Associations > Documents > Global Folders.
Click Edit for the document category.
Select Enable AI in WebAxis/HO App to read all files within this folder. Cephai will only utilize Public or Private documents within Public or Private folders, as opposed to any Board or Committee only folder.
Click Update.
WebAxis: Configuring Association Documents for Cephai AI
Click Manage Content > Documents. If you are using universal navigation, click Associations > Documents > Association Documents.
Select a document category.
Select Enable AI in WebAxis/HO App to read all files within this folder. Cephai will only utilize Public or Private documents within Public or Private folders, as opposed to any Board or Committee only folder.