Genius
The Genius tab under Account Settings → System is where operators manage landlord-side Genius automation that is not the tenant ChatBot:
- Proactive alerts — optional morning digest when Genius flags portfolio issues you care about.
- Scheduled reports — the same per-user recurring digests you can create from AI Chat / WhatsApp Genius / MCP, managed in a table with create / pause / edit / cancel.
REST GET / POST / PUT /genius-scheduled-reports remains the shared source of truth — rows created in chat appear here, and Settings changes show up when you ask Genius to list your schedules.
Optional after core Getting Started — Recommended Setup Sequence steps 1–15. Pair with AI / MCP → Tool permissions (Scheduled reports domain) and Users — WhatsApp Genius phone linking when you want WhatsApp delivery. Hub tab map: Recommended setup order.
Skim Who can open this tab, then Proactive alerts and Scheduled reports. Natural-language create/pause flows stay on Automation & AI — Scheduled reports and FAQ — Genius scheduled reports.
Open Genius at platform.vivin.app/settings/genius. Route reference: Deep Links — Account Settings.
Scheduled reports share policy with AI / MCP tool permissions and the in-app AI Assistant. WhatsApp delivery needs a Phone Number on Users. Tenant WhatsApp pairing stays on ChatBot → Bot Status (separate UAZAPI path). Hub matrix: Account Settings — Tab cross-reference.
Who can open this tab
| Audience | What they see |
|---|---|
Vivin internal (email ends with @vivin.app) | Genius tab is enabled in the Account Settings sidebar (same rollout allowlist as AI / MCP and Tools → AI Assistant). |
| Other management users | Tab appears greyed out until Vivin widens rollout — /settings/genius does not open the configuration surface yet. |
The screen is per signed-in user for scheduled reports (your rows only). Proactive alerts are account-level settings on this tab.
Layout
| Section | Purpose |
|---|---|
| Proactive alerts | Master switch, delivery channels, and alert rules (price outlier, SLA breach, check-in health). |
| Scheduled reports | Table of your recurring Genius digests with New scheduled report, pause, edit, and cancel. |
Proactive alerts
Proactive alerts let Genius watch the portfolio and send a single morning digest (about 08:13 Europe/Lisbon) covering only the rules you enable. Nothing is sent while the master Enable proactive alerts switch is off.
| Control | Notes |
|---|---|
| Enable proactive alerts | Master switch — off means no digest even if channels/rules look enabled. |
| Email digest | Account email channel for the morning digest. |
| In-app notification | Bell / in-app notification channel. |
| Optional; set a digits-only international WhatsApp number, or leave empty to use the account phone. | |
| Rent price outlier threshold | EUR/month — alerts when unit rent falls below this amount; leave empty to keep the rule off. |
| Maintenance SLA breaches | Open maintenance tickets past their SLA deadline. |
| Check-in health | Today’s check-ins with unpaid move-in requirements. |
Use Send test alert to verify channels (save dirty changes first). Save changes / Discard appear when the form is dirty.
This surface lives on Account Settings → Genius (not Preferences). Concept overview: Automation & AI.
Scheduled reports
Scheduled reports are your personal Genius secretary digests — the same catalogue as natural-language scheduling:
| Report type | What you get |
|---|---|
| Vacancy summary | Units free to rent in the next 30 days |
| Open debt summary | Outstanding tenant debt total and how many bookings carry it |
| Upcoming check-ins | Move-ins / check-ins expected in the next 7 days |
| Setting | Options |
|---|---|
| Frequency | Daily, weekly, or monthly (minimum daily) |
| When | Weekly day of week; monthly day 1–28; hour in Europe/Lisbon (default 9) |
| Channel | WhatsApp, email, or both |
| Language | English or Portuguese |
| Cap | Up to 10 active schedules per user |
Create a schedule from Settings
- Open Account Settings → Genius.
- In Scheduled reports, click New scheduled report.
- Choose report type, frequency, day/hour, channel, and language. Optionally add a short Note (stored as the original request text).
- Click Create.
You can still create the same rows by asking AI Chat or WhatsApp Genius — see Automation & AI — Scheduled reports. Chat writes use the two-turn confirm; the Settings form creates immediately via REST.
Pause, edit, or cancel
| Action | How |
|---|---|
| Pause | Pause icon on an Active row — keeps the row inactive (same as Genius “pause”). |
| Resume | Play icon on a Paused row. |
| Edit | Pencil opens the modal to change cadence, channel, or language (report type is fixed after create). |
| Cancel | Trash opens Cancel scheduled report — confirm Cancel report to remove it permanently, or Keep. |
Last outcome shows the latest delivery token (for example Sent via email) with the run timestamp. Expand the italic request quote under the report name to read the original note / chat wording.
Permissions and delivery
- Enable Scheduled reports (Edit) on AI / MCP → Tool permissions when operators also manage schedules from AI Chat / MCP (
settings-ai-mcp-scheduled-reports-domain.png). - WhatsApp channel needs a linked Phone Number on Users — distinct from tenant ChatBot Status Bot UAZAPI pairing.
Related
- Automation & AI — Scheduled reports (Genius secretary) — Natural-language create / pause / resume / cancel / cadence / channel / language teaching media
- AI Chat — In-app assistant that shares the same schedule rows
- AI / MCP — Tool permissions for
create_scheduled_report/list_scheduled_reports/update_scheduled_report - Landlord MCP — Scheduled reports tools
- FAQ — Genius scheduled reports
- Users — WhatsApp Genius phone linking
- ChatBot — Tenant-facing WhatsApp (not this tab)