AI Mode
Set Up the WhatsApp AI Assistant
RentFig’s AI assistant runs inside WhatsApp: photograph a receipt and it’s filed, ask for a rent statement and the PDF arrives in the chat, request a letter and it’s drafted for your approval. This guide gets you set up in about two minutes, then walks through the five things worth trying first.
Last updated: July 2026
Before you start
- The WhatsApp assistant is available on the Standard plan and above.
- You’ll register the mobile number you message from, protected by a 4–6 digit PIN. A session lasts 24 hours; after that, the PIN starts a new one.
- Everything the assistant does is draft-first: it stages the action and waits for your confirmation before anything is saved or sent.
Step 1 — Register your number
- Log in to RentFig and go to Settings → WhatsApp Assistant.
- Enter the mobile number you’ll message from.
- Choose a 4–6 digit PIN — this verifies it’s really you.
- Save the RentFig WhatsApp number shown on that page to your phone’s contacts.
- Send any message to it on WhatsApp and enter your PIN when asked. You’re in.
Step 2 — The first five things to try
1. File an expense by photo
Photograph any receipt and send it — no caption needed. The assistant reads the amount, matches it to the corresponding bank transaction, and records the expense.
You: 📷 (photo of a B&Q receipt)
RentFig: Got it — receipt for £42.80 filed against your card transaction and recorded as a repairs expense. ✓
2. Get a rent statement as a PDF
Ask for any tenant’s statement and it arrives in the chat. Want the tenant to have it? Ask the assistant to email it to them instead — it stages the email and sends after you confirm.
You: Send me Sarah's rent statement
RentFig: 📄 Rent statement.pdf — here in the chat.
3. Draft a letter or notice
Ask for a rent increase and the Section 13 form comes back completed as a PDF. Proof of tenancy, tenancy confirmation, reference letters and Section 8 notices are generated on demand too — all delivered for your review.
You: I need a rent increase letter for Flat 2
RentFig: Here's the Section 13 rent-increase form, completed. Reply yes to finalise — nothing is sent without your confirmation.
4. Update compliance by photo
Photograph a new gas safety certificate, EICR or EPC. The dates and issuer are extracted and your compliance tracker updates — reminders then run from the new expiry date automatically.
5. Ask a portfolio question
The assistant answers from your own data: “Which certificates expire next month?”, “Who owes rent?”, “When does the Elm Street tenancy end?”, “What’s my profit and loss this year?”
How confirmations work
The assistant never acts unilaterally. Anything that changes your records or reaches another person — saving a contact, emailing a tenant a statement, sending a tenant a WhatsApp update — is staged as a pending action and described back to you in one line. Reply yesand it happens; ignore it or say no and it doesn’t. Tenant WhatsApp messages additionally require the tenant’s own consent, recorded on their contact page.
Frequently asked questions
Which RentFig plans include the WhatsApp AI assistant?
The WhatsApp assistant is available on the Standard plan and above. AI Mode in the dashboard is included with every paid plan.
Can the assistant message my tenants?
Yes, two ways. It can email a tenant their rent statement on your instruction, and it can send a tenant a WhatsApp text message — for example a maintenance update — provided the tenant has WhatsApp consent recorded in RentFig. Every tenant-facing send is staged first and goes out only after you confirm.
What photos can it read?
Receipts (matched to your bank transactions and recorded as expenses), gas safety certificates, EICRs and EPCs (dates and issuer extracted into the compliance tracker), and utility bills or tariff letters.
What letters and documents can it produce?
Rent statements, completed Section 13 rent-increase forms, proof of tenancy, tenancy confirmation letters, reference letters, Section 8 notices and deposit prescribed information. It can also fetch any document you've stored — a signed tenancy agreement, insurance policy or certificate — as a PDF in the chat.
Does it act without my approval?
No. The assistant drafts and stages; anything that saves data or sends a message to another person requires your explicit confirmation in the chat first.
Is it secure?
Your number is registered to your account and protected by a PIN, sessions expire after 24 hours, and data is hosted in the UK/EU with row-level access controls and full GDPR compliance.