Genius

Genius scheduled reports and the Genius WhatsApp connection live on Account Settings → System → AI / MCP — the same per-user recurring digests you can create from AI Chat, WhatsApp Genius, or Landlord MCP. There is no separate Genius sidebar tab; older /settings/genius bookmarks open AI / MCP. This surface is not the tenant ChatBot.

Rows created in chat appear in the Scheduled reports table on AI / MCP, and Settings changes show up when you ask Genius to list your schedules.

First-time workspace setup

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.

Finding your way in this guide

Skim Who can open this tab, then Scheduled reports (including Finance overview) and Last outcome (including labels and tooltips). Natural-language create/pause flows: Automation & AI — Scheduled reports and FAQ — Genius scheduled reports / Last outcome labels.

Direct access

Open AI / MCP at platform.vivin.app/settings/mcp, then scroll to Genius WhatsApp connection and Scheduled reports. Legacy bookmark platform.vivin.app/settings/genius redirects here. Route reference: Deep Links — Account Settings.

Pair with other Account Settings tabs

Scheduled reports share policy with AI / MCP → Tool permissions (Scheduled reports domain) and the in-app AI Assistant. WhatsApp delivery needs a Phone Number on Users plus a live Genius WhatsApp connection card on AI / MCP (often managed by VIVIN — no QR). The tenant WhatsApp connection on ChatBot → Bot Status is a separate line for Inbox / Communication.

Who can open this tab

Audience	What they see
Admin / Super Admin (the AI / MCP row in Role permissions is on for them by default)	AI / MCP opens on the manager view, including the Genius Assistant subtab with the WhatsApp connection and Scheduled reports; Tools → AI Assistant is available.
Other roles granted the AI / MCP row	AI / MCP opens read-only — their own My permissions and the connection card — and Tools → AI Assistant is available. The Genius cards stay on the manager view, so schedules are set up by an Admin.
Roles without the row	The tab is not offered — /settings/mcp (and the legacy /settings/genius redirect) return to the first available tab. Ask an Admin to switch the AI / MCP row on for your role.

The Scheduled reports table lists your schedules only (per signed-in user). Teammates manage their own rows on the same AI / MCP tab when signed in as themselves.

Layout

Ask AI Chat first

Not sure which settings tab holds your digests? Ask AI Chat “Where do I manage Genius scheduled reports?” — then open AI / MCP and scroll to Scheduled reports (ai-chat-product-context-scheduled-reports-reply.png, ai-chat-product-context-scheduled-reports-flow.mp4). The assistant may still say Settings → IA (or older Settings → System → Genius); follow Settings → System → AI / MCP instead and scroll to Scheduled reports. Tool permissions → Scheduled reports only controls whether assistants may create or pause schedules — the digest list is the Scheduled reports card on the same tab.

Walkthrough: ask AI Assistant where to manage Genius scheduled reports, then open Account Settings → System → AI / MCP and scroll to Scheduled reports (even if the reply says Settings → IA).

Section	Purpose
Scheduled reports	Table of your recurring Genius digests with New scheduled report, pause, edit, and cancel.

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
Finance overview	Current-month Finance → Overview cards: income expected, cash collected, invoiced, pending invoicing, total debt, overdue deposits

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

1. Open Account Settings → System → AI / MCP.
2. Scroll to Scheduled reports, then click New scheduled report.
3. Choose report type, frequency, day/hour, channel, and language. Optionally add a short Note (stored as the original request text). For month-end invoicing and collections, pick Finance overview.
4. Click Create.

Walkthrough: open Genius → New scheduled report → fill Open debt / Monday / Email → Create → review Cancel confirm → Keep.

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.

Finance overview digest

Finance overview is the invoicing-and-collections digest. Each run uses the current calendar month on Finance → Overview (the same cards you scan in the app) and sends plain text over the channel you chose.

Line in the digest	What it is
Income expected	Scheduled + collected + in-debt income for the current month
Cash collected so far	System + manual in-payments so far this month
Invoiced	Amount already invoiced, with how many lines
Pending invoicing	Amount still waiting to be invoiced, with how many lines
Total tenant debt	Outstanding underpayment and how many bookings carry it
Overdue deposits	Security deposits past their refund due date

The email or WhatsApp title looks like Finance overview — Aug 2026. Ask AI Chat (or WhatsApp Genius) “every Tuesday email me the Finance overview” — including invoiced and pending invoicing if you want those lines called out — then confirm the write; or create the row from New scheduled report as above. Distinct from a one-off AI Chat question about this month’s figures — the schedule repeats without you asking again.

Walkthrough: on Scheduled reports, open New scheduled report, choose Finance overview, set Weekly / Tuesday / Email, then Create and read the Active row.

Walkthrough: ask AI Assistant to email the Finance overview every Tuesday, confirm the write, and read the Done / next-delivery reply.

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.

Walkthrough: on Genius Scheduled reports, pause Open debt, open Edit, change a field, Cancel without saving, then Resume.

Expand the italic request quote under the report name to read the original note / chat wording.

Last outcome

The Last outcome column shows the result of the most recent delivery attempt, with the run time in Europe/Lisbon underneath when a run has happened. Before the first delivery, the cell shows an em dash (—).

Label you may see	What it means
Sent / Sent via email / Sent via WhatsApp	The digest left Vivin on that channel.
Skipped (access revoked)	The run was skipped because AI / Genius access for the owner was turned off after the schedule was created — re-enable access or cancel the schedule.
WhatsApp delivery failed	WhatsApp could not deliver — confirm a Phone Number on Users and account WhatsApp health.
Email delivery failed	Email could not deliver — confirm the signed-in user’s email is valid and able to receive mail.
Failed	A generic delivery problem that is not mapped to a WhatsApp- or email-specific label — check channel health, then wait for the next run or contact Vivin support if it repeats.

Outcome labels and tooltips

Every badge always shows a localized label in your interface language (English examples above). Vivin never puts raw internal exception text into the cell or the hover tip.

Hover tip you may see	When it appears
A short safe token (for example email_sent, whatsapp_sent, sent)	Vivin recognizes the outcome as a known delivery result — the tip mirrors that token for operators who want the precise channel code.
The same text as the badge	The outcome is not on the safe-token allowlist (including the generic Failed label) — the tip repeats the friendly label instead of any internal detail.

When the schedule channel is both (WhatsApp and email), a successful run can still show the summary badge Sent while the hover tip lists both per-channel tokens joined by a comma (for example whatsapp_sent,email_sent). That multi-channel tip is only shown when every part is a known safe token.

Walkthrough: Genius Last outcome — Sent via email with the email_sent tip, then a both-channel Sent tip showing whatsapp_sent,email_sent.

See also FAQ — Genius Last outcome labels and tooltips.

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 and a healthy Genius WhatsApp connection on AI / MCP (often managed by VIVIN — no QR) — distinct from the tenant WhatsApp connection on ChatBot → Bot Status.

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 — Connection, API keys, tool permissions, Genius WhatsApp, and Scheduled reports on one System tab
• Landlord MCP — Scheduled reports tools
• FAQ — Genius scheduled reports
• Users — WhatsApp Genius phone linking
• ChatBot — Tenant-facing WhatsApp (WhatsApp connection on Bot Status)