← PAM — Property AI ManagerCONTENT HISTORY
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Update to PAM — Property AI Manager
Snapshot Nov 10, 2026 · 07:28 UTC · version 1.0.1
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{
"description": "Run a new tenant onboarding in PAM from \"I have a new tenant\" to keys handed over — collecting terms and applicants, approving terms, referencing decisions, deposit protection and handover. Use when the landlord mentions a new tenant, a tenancy starting, referencing, a deposit scheme, or moving someone in.",
"included_files": [],
"name": "onboard-a-tenant",
"skill_md_contents": "---\nname: onboard-a-tenant\ndescription: Run a new tenant onboarding in PAM from \"I have a new tenant\" to keys handed over — collecting terms and applicants, approving terms, referencing decisions, deposit protection and handover. Use when the landlord mentions a new tenant, a tenancy starting, referencing, a deposit scheme, or moving someone in.\n---\n\nUse the `pam` connector's tools. One onboarding per property; `list_onboarding_cases` shows what is open and what PAM is waiting for.\n\n1. **Start**: on \"I have a new tenant for 12 Example Road\", call `start_onboarding` with the property and everything already said (applicant names and mobiles, start date, rent, deposit, guarantor, pets, furnishing, bills). It returns what is still missing — ask for at most two things per message. Nothing is sent to anyone at this stage.\n2. **Fill in**: add or correct details with `update_onboarding` (case id from the start result). Dates are YYYY-MM-DD; rent and deposit are pounds; the deposit legal cap is five weeks' rent and PAM rejects more.\n3. **Gate A — approve terms**: when the result says `ready_for_approval`, read the summary back and ask for a clear yes. Only then call `approve_onboarding_terms` with `confirmed: true`. PAM creates the pending tenancy and texts the applicants their application link.\n4. **Referencing**: after the checks, relay the landlord's decision with `approve_onboarding_applicant`, `flag_onboarding_needs_guarantor` or `decline_onboarding_applicant` (approve and decline need a yes, then `confirmed: true`).\n5. **Money and deposit**: `record_onboarding_money_received` when the first rent and deposit arrive (starts the 30-day deposit clock); add the scheme, custodial/insured and reference with `update_onboarding`, then `record_onboarding_deposit_protected`.\n6. **Handover**: `record_onboarding_handover_done` once keys are handed over. PAM makes the tenancy live and welcomes the tenant.\n\n`withdraw_onboarding` stops an onboarding (needs a yes); `change_onboarding_terms` reopens the terms; `resume_onboarding` continues a parked one; `recheck_onboarding` re-runs the compliance gate after certificates are renewed.\n\nKeep replies short: what PAM recorded, and the next thing it needs.\n"
}SHA-256 of public snapshot: 48135bd53c17cd356205cf816ef134615171eff81c4314b56d12eb01ca1be7c3