Alterra IQ

Planned assistant experience

A future assistant could help you find permitted records, understand next steps and prepare questions or drafts for review.

1. Select the account, project or document you are authorized to access.
2. Ask a question or request a summary of approved information.
3. Review the answer alongside its supporting records and dates.
4. Confirm any follow-up with the responsible team; the assistant would not independently approve investments, send messages, sign agreements or move money.

Investors would see their own account information; ownership and management partners their assigned properties; staff only records permitted by their role.

AI is disabled. No OpenAI integration or token-based usage is active. This description does not activate AI; future implementation requires a separate decision.