Onboarding Dashboard | Carrick Solutions

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HOA

Community Name

AI Assistant

24/7

Hello! I'm your HOA Virtual Assistant. I can help you with:

IdentityEditing

Tenant Type

Business Name

Slug / ID Lowercase, hyphens only · becomes /?community=slug

Avatar Initials 2–3 chars shown in chatbot header

Custom Domain (optional) Residents visit this domain instead of /?community=slug · CNAME to cname.vercel-dns.com, then add in Vercel Settings → Domains

Logo (optional)

PNG · transparent background · 88px tall (renders at 44px) × any width · max 200KB Logo use permitted (written consent obtained)

Brand Colors

Primary

Accent

Light

Pale / Bubble

Background

Contact Information

Business Address

Email

Phone

Management Company

Manager Name(optional)

Resident Portal URL

ARC Application URL(optional)

Violation Report URL(optional)

Website URL(optional)

Booking / Scheduling URL(optional)

Lead Notification Email When a visitor submits contact info, an email is sent here

Allowed Embed Domains (optional) Comma-separated domains allowed to embed the widget. Leave blank to allow all origins (or if using a dedicated subdomain).

Welcome Configuration

Welcome Message

Welcome Item 1

Welcome Item 2

Welcome Item 3

Welcome Item 4(optional)

Chat Input Placeholder

Footer Disclaimer

Disclaimer Banner Text (optional) HOA default: "Unofficial Resident Tool — Always verify information with your HOA management company before taking action." Business default: hidden. Override by entering custom text here.

Proactive Nudge Text (optional) If set, a small dismissible callout appears near the chat bubble ~4.5s after page load (only if the chat hasn't been opened or dismissed this session). Leave blank to disable.

Advanced Settings

Anthropic API Key — env var NAME (not the key itself) Enter the name of a Vercel environment variable that holds the key — e.g. ANTHROPIC_API_KEY to reuse the shared key, or ANTHROPIC_API_KEY_PERKS for a dedicated key (then set that variable's value in Vercel → Settings → Environment Variables). Leave blank to use ANTHROPIC_API_KEY.

Rate Limit (msgs / hr per IP) Set to 0 to disable

Max Response Tokens Higher = longer answers, higher cost

Knowledge Base Documents

Drop PDFs here or click to browse

CC&Rs, bylaws, rules & regs — multiple files supported

On extract: Replace Append

Extracted / Pasted Knowledge Text

Review extracted text before saving — remove anything unrelated to this HOA.

Save