Create a New Survey
Beginning in the User dashboard, click New Survey in the upper right hand corner.
A pop up will invite you to give a title to your survey, upload the Client's logo and nest your survey into a Folder. The logo for your client needs to be a png or a jpg here. {To find out more about Folders, click here}. Click Create Survey once you have completed these steps.
ScoutAI Settings
Settings
A ScoutAI Settings pop-up will appear after you click Create Survey. The first four Settings are as follows:
You have the option to ingest Availabilities or Comparables. By selecting availabilities ScoutAI will distinguish spaces as For Lease or For Sale. By selecting Comparables, ScoutAI will distinguish spaces as Leased or Sold. It will extract the relevant data.
Mark Properties as For Lease or For Sale. ScoutAI will automatically search for Lease or Sale data within your PDF depending on which one you have chosen. Note: If you chose Comparables above, these choices will reflect as Leased or Sold, respectively.
Choose whether the rates in the source PDF are Annual Rates or Monthly rates. The majority of users will choose Annual rates, but monthly rates are recommended for California markets.
After the data is extracted from the source PDF, you have a choice to keep the PDF attached for the client to see or you can remove it. Choose to Keep or Remove the PDF attachment.
Preset Fields
You will be given the option to select the Preset Fields within the pop-up of ScoutAI Settings. Select the Asset Class and Data points for your survey. By checking the boxes you are instructing ScoutAI to search for these data points in the source PDFs you are uploading. ScoutAI can read any PDF, as long as the property data is on individual pages.
Note: Be sure to select the correct data points before uploading your documents to ScoutAI. Confirm you have checked every possible data point you'd like to pull in. Then click Save. Your Preset Fields will be set for your survey. Each data point will create a new column within your survey.
If you'd like to change these settings at any point, navigate to the three dots in the upper right hand corner. Click Scout AI Settings to update them.
Note: If you change/add data points in your Preset Fields after using ScoutAI, it will not apply changes to existing properties, only newly imported properties.
Ingest a Marketing Flyer
To begin using ScoutAI, click Add Properties with ScoutMagic.
When uploading a marketing flyer, building brochure, etc, click One Building per PDF. This will direct ScoutMagic to pull all the data you are uploading into one Property on your survey. Click Browse Files and attach your marketing flyer(s) to ScoutMagic.
You can select the Submarket your building is in for better results. However this is optional. To find out more details on how to add a submarket to your account, click here.
Click Add Building(s) to begin the magic✨
After a few seconds, a Building Summary Card will show on your survey as well as a pin on the digital map marking the building's location.
Ingest a Property Report
To add buildings through ScoutMagic using a property summary report or system-generated report, begin by clicking Add Properties with ScoutMagic. This PDF will have several properties in on report.
When uploading a property summary report with multiple buildings represented in the PDF, click Multiple Properties in one PDF. This will direct ScoutMagic to pull data and create multiple buildings to populate your survey.
Click Browse Files and attach your PDF. Click Import PDF to begin.
Separate PDF into Multiple Buildings
Instruct ScoutMagic which pages of your PDF should be assigned to which building. Check the boxes on the pages with the data for Property #1 and hit Group as Property. Check the boxes on the pages with the data for Building #2 and hit Group as Property. Continue for the remainder of the pages. The key here is to make sure all relevant data belongs to the correct property. If each page of your PDF belongs to a different property, then click Group 1:1.
Click Undo if you need to remove the previous selection. To restart your selections, click Reset All.
Once you have completed this, click Create Properties.
After a few seconds, Property Summary Cards will populate with data from the Summary report and will build your survey. Property pins will populate on the digital map marking the building's location.
To see how to edit your data on a survey, click here to learn more about Edit Properties.