Locari is not just a dashboard in your browser — you can run the assistant entirely from WhatsApp. Send it a message or a voice message, and Locari completes the task for you and writes the result straight into your rental workflow. There is nothing new to learn: you just say, in your own words, what should happen.
As long as WhatsApp is not connected, you reach the same assistant through the web chat. To learn how to connect WhatsApp, see Channel Setup.
What Locari handles for you on WhatsApp: Approve, reserve for or reject applicants, create and reschedule viewing appointments, capture notes, set tasks and reminders, request and send documents, communicate with applicants, and maintain contacts. What you decide: What should happen — you say it, Locari executes it, and asks for confirmation before sensitive steps (email, deletion).
Common Tasks
- How you run Locari on WhatsApp
- What Locari handles for you
- Confirming and choosing by button
- Use voice messages
- Understand proactive prompts
- Security and quiet hours
Locari works across workspaces: no matter which workspace an applicant or listing lives in, you simply talk to Locari and it finds the right case. Data from different workspaces is never mixed.
How you run Locari
- Connect WhatsApp once under Settings → Locari Assistant (see Channel Setup).
- Send a message in your own words — for example "Approve the Miller family for the flat on Example Street".
- Locari executes the action and replies with a short confirmation. The result also appears in the app immediately.
Instead of typing, you can simply send a voice message — handy on the go or right after a viewing. Locari transcribes it and acts the same way. More under Voice Messages.
What Locari handles for you
You don't have to memorise commands — just describe what you need. Here is an overview of what you can trigger via WhatsApp:
- Get an overview: "What's new?" or "What's the status on the flat on Station Road?" — Locari summarises the current state for you.
- Look up what happened: "What did you send me yesterday about the Müller family?" — Locari knows the earlier history of your conversation with the time and a note whether a message came automatically, and can search it, also further back.
- Applicants: reserve, approve or reject, or have a short briefing prepared ("Summarise Ms. Smith's application"). More under Applicant List and Making Decisions.
- Viewings: pause or activate viewings, create, reschedule or cancel appointments, send invitations, complete or reactivate the letting, capture feedback after a viewing. More under Viewings.
- Notes: "Note on Mr. Weber: seemed very interested, wants to move in early July" — the note lands directly on the applicant. More under Notes.
- Tasks and reminders: "Remind me tomorrow morning to check the Klein family's credit report." More under Tasks and Reminders.
- Documents: request a missing document from an applicant, file an incoming document, or send a document. More under Document Verification.
- Applicant communication: tell an applicant something or have a question asked ("Ask Mr. Meier whether 6 pm works for the viewing"). More under Emails to Applicants and Clarifications.
- Contacts: create or update service providers and owners in the Contacts directory.
What Locari does: Understand your message, find the right case in the right workspace, and execute the action — from an applicant approval to a voice note after a viewing. What you decide: What should happen. For emails, rejections and deletions, Locari asks for your explicit confirmation first.
Confirming and choosing by button
When Locari is about to do something that has an effect outside Locari, it sends you a card with buttons:
- Confirm by button only: An approval counts only when you tap “Yes” on the card. A typed “Yes” or “No”, a quoted reply or a reaction does nothing. Locari then sends you the open cards again with their buttons. This also applies to cards about tasks.
- Receipt with type and person: After your tap, Locari reports what happened and for whom, for example “Rejection to the Müller family: on its way.”
- Several ways, you choose: If your instruction about viewings allows several ways with different consequences, Locari changes nothing at first. Instead it presents at most three ways as buttons, each with its consequences for the applicants and fitting the state of your letting, for example Cancel the others' appointments, Pause viewings, Reserve the flat, Approve the flat or Complete letting. Only after your choice does the approval card for the chosen action follow.
Example: You write “Cancel tomorrow’s viewing, the flat is reserved, but don’t reject the applicants.” Locari lays out the ways, for example Pause viewings, where you choose whether booked viewings stay or are cancelled and the applicants stay in the process. You choose by tapping, not by text.
What Locari does: Recognise when an instruction has several ways with different consequences, name the consequences and change nothing until you choose. What you decide: Which way Locari takes, and the approval afterwards with the “Yes” button.
Notes
You don't build listings on WhatsApp
Creating a new listing — adding the property, writing texts, uploading images, defining applicant criteria and exporting to portals — is not done via WhatsApp. That is a guided flow you complete in the web app or through the AI connection (MCP), where an AI assistant walks you through the entire listing step by step.
WhatsApp is for day-to-day operation: applicants, viewings, notes, tasks, documents and communication. For AI-assisted listing creation, see Listings and the AI Connection (MCP).
Everything syncs into the app
Every action you trigger via WhatsApp is stored in Locari exactly like an entry in the browser: notes appear on the case, approvals and rejections in the applicant status, tasks in your task list. You and your team see the same state — whether you are at your desk or on the move.