Ask Vera. Get To The Right Next Step Faster.
Vera is the AI assistant built into LeanSite. Describe what you're trying to do in plain language, Vera asks the right questions and points you to the workflow, record, or answer you need.

Your Team Shouldn't Need A Manual To Get The Work Done.
New users don't know where things live.
Find the right screen without trial and error.
Every process has its own rules.
NTEs, service requests, and work orders each follow a different path.
Questions land on one busy person.
Stop pulling experienced people off the work.
Help lives somewhere else.
Get guidance beside the page you're on.
Mistakes happen in the details.
Vera asks for the property, trade, or reference before it answers.
Context gets lost between conversations.
Reopen past threads in History.
Describe The Task. Vera Takes It From There.
Vera lives in the FM Portal, so help is one click away from the work.
Open Ask Vera
Select Ask Vera at the top of the FM Portal.
Describe the task
Start with the outcome you need.
Answer a quick question
Property, record type, trade, or reference.
Vera guides. Your team decides.
Vera's answers are advisory. Live amounts, statuses, and approvals stay in the LeanSite record and go through the controls your team already uses.

Help that knows facilities and knows LeanSite.
What Vera helps with
Find your way around
Get pointed to the right page for requests, work orders, properties, and reports.
Work through a workflow
Step-by-step guidance for work orders, service requests, and NTE reviews.
Facilities know-how
Ask general facilities-management questions in plain language.
Asks before it answers
Vera asks for missing details instead of guessing.
Right beside your work
Vera opens next to the page you're on.
Conversation history
Reopen past threads by title, message count, and date.
One assistant for everyone who touches the work.
Facilities Directors & VPs
Help new team members follow the standard process from day one.
Explore Facilities Directors & VPsOperations Leaders
Understand facilities workflows without becoming a facilities expert.
Explore Operations LeadersProperty & Location Managers
Find the right way to report an issue and what happens next.
Explore Property & Location Managers
See how Vera fits the way your team works.
We'll walk through Vera inside the FM Portal using your team's real workflows.

