Your first day with Summit

Summit is built for self-serve onboarding. You don't need a kickoff call. Here's the realistic timeline most operators follow.

First hour: get the agent online

1. Sign up, then watch the dashboard auto-create a default property for you (we know PM operators think in properties, not units).
2. Add your first real property + tenant + lease. The forms are intentionally short — extra fields like screening data go on a separate flow once you have it.
3. Open Settings → Channels & integrations, copy your unique forwarding address (looks like summit-inbox@yourname.summit.app).
4. In your existing tenant inbox (Gmail / Outlook / iCloud / etc), create one forwarding rule that sends a copy of every email to your Summit address. Step-by-step for each provider.

First afternoon: bulk import + tune the AI

• Export a tenants CSV from your current PM software (AppFolio, Buildium, DoorLoop, etc.) and drop it into the Import CSV button on the Tenants view. Column names get auto-mapped.
• Open Settings → AI agent. Set your tone, signature, and emergency phone. The agent uses these in every reply.
• Drop your lease addendum, building rules, and any property-specific policies into Settings → Knowledge base. The AI consults these before drafting replies.
• Test it. Forward yourself a fake tenant email and watch what happens.

First week: confidence build

The agent will hold drafts for review when it sees something risky (legal threats, emergencies, habitability claims, rent-withholding signals). For the first week, check the Escalations panel daily — even on auto-handled replies, scan them for tone. Most operators tune the signature + emergency phone in week one and never look back.

If something feels off, email summitautomationsslc@gmail.com. Real person, replies within an hour during business hours.