Audette Onboarding

Audette Onboarding

End-to-end workflow: read the footprint data and documents → confirm all fields → create buildings → link property → patch the Soapbox asset → submit utility or equipment data.

Required: Audette MCP
Soapbox API: PATCH /api/assets/{asset_id} to record the Audette property link

Context format

The thread will contain a section like this (injected by the Soapbox platform):

## Audette Onboarding Context
asset_id: {uuid}
asset_name: {name}
audette_account_uid: {uid}
address: {full address}
property_type: {multifamily/office/etc}
year_built: {year}

Buildings to create:
1. {name or "Building 1"} — {floors} floors, {height_m}m, {area_m2}m², class: {class}, overture_id: {id}
2. ...

Uploaded documents: {list of OM/PCA files}
ESPM property id: {id or null}
ESPM data: {summary or null}

If this section is missing, ask the user for the asset_id, account UID, address, and any documents before continuing.

Step 1 — Switch Account

Call audette__switch_customer_account with the audette_account_uid from the Audette Onboarding Context.

This is required before any Audette write operations — omitting it causes an HTTP 401 and every subsequent call fails.

Step 2 — Extract from Documents

Read any OM, PCA, or other documents listed in Uploaded documents. Look for:

Decrypting password-protected PDFs

If a PDF fails to open, try:

pip install pikepdf --break-system-packages
python3 -c "
import pikepdf, sys
src = sys.argv[1]
dst = src.replace('.pdf', '_decrypted.pdf')
pdf = pikepdf.open(src, password='')
pdf.save(dst)
print(f'Decrypted → {dst}')
" "<path_to_locked.pdf>"

Then read the _decrypted.pdf copy.

Mapping property type to building_class

When uncertain, choose the dominant use by floor area.

Estimating missing fields

Some fields can be reasonably estimated if not in the documents:

• height_m — if not stated: num_floors × 3.5
• construction_type for post-2000 multifamily (1–6 stories): wood_frame or light_gauge_steel (both are standard; wood_frame is more common in western US/Canada, light_gauge_steel in urban markets)
• primary_fuel for all-electric buildings: look for absence of gas meters or "100% electric" language

Always label estimated values clearly in the confirmation table (Step 3).

Step 3 — Confirm with User

Before creating anything, present a confirmation table showing every building and its attributes. This is the last human checkpoint — take care to surface anything uncertain.

Ready to create [N] building(s) in Audette for **[asset_name]**:

| # | Name | Floors | Height | GFA (m²) | Class | Year Built | Fuel | Construction |
|---|------|--------|--------|----------|-------|-----------|------|--------------|
| 1 | Prose Frontier — Bldg 1 | 5 | 17.5m *(assumed)* | 4,820 *(from Overture)* | residential *(from OM)* | 2018 *(from OM)* | natural_gas *(from OM)* | wood_frame *(assumed — please confirm)* |
| 2 | ... | | | | | | | |

**Legend:** *(from OM)* = extracted from document · *(from Overture)* = footprint data · *(assumed — please confirm)* = estimated

Any corrections before I proceed?

Wait for explicit confirmation ("looks good", "yes", corrections, etc.) before moving to Step 4. If any required field is still unknown after extraction, ask for it here — don't proceed with a gap.

Required fields for create_building

• name
• address (full street address)
• building_class — commercial, residential, industrial, or mixed_use
• year_built
• gross_floor_area_m2
• num_floors
• primary_fuel — electric, natural_gas, dual_fuel, district_steam, or other
• construction_type — wood_frame, light_gauge_steel, heavy_timber, masonry, concrete, steel_frame, or other

Optional but valuable if available: height_m, num_units, overture_id

Step 4 — Create Buildings (MANDATORY PARALLEL — ALL IN ONE TURN)

Once the user confirms, you MUST call audette__create_building for every building in a single turn — emit all tool calls simultaneously before waiting for any result. Do NOT create one building, wait for the result, then create the next. That is the wrong approach and will be slow.

Correct pattern (11 buildings → 11 simultaneous tool calls in one turn):

Turn N: [create_building(bldg1), create_building(bldg2), ..., create_building(bldg11)]  ← all at once
Turn N+1: receive all results, note each building_uid

Wrong pattern (do NOT do this):

Turn N:   create_building(bldg1)  → wait
Turn N+1: create_building(bldg2)  → wait   ← sequential, too slow
...

For each building, capture the returned building_uid. Label them clearly (e.g., "Bldg 1 UID", "Bldg 2 UID") — you need them for Steps 5 and beyond.

Naming convention: If multiple buildings, use {asset_name} — Bldg {N} (e.g., "Prose Frontier — Bldg 1"). For a single building, just use the asset name.

If any individual building creation fails, note the failure, report it clearly after all calls complete, and offer to retry just the failed one. Don't abort the remaining buildings.

Step 5 — Create and Link Property

Primary building

Call audette__create_property_for_building on the first (primary) building. You MUST pass a property_name — use the asset name from the Audette Onboarding Context (e.g., "Prose Frontier"). Without a property name, the property will not appear in any dropdown and cannot be found by the AI assistant. Store the returned property_uid — you need it for the asset patch and for linking non-primary buildings.

Non-primary buildings (if more than one)

For each additional building, call audette__assign_property_to_building(building_uid, property_uid). These can also be called in parallel.

Fund assignment (if provided)

If a fund_uid was provided in the Audette Onboarding Context, call audette__assign_fund_to_property(property_uid, fund_uid).

Step 6 — Patch the Soapbox Asset

Call PATCH /api/assets/{asset_id} with:

{ "audette_property_id": "<property_uid>" }

Use the asset_id from the Audette Onboarding Context and the property_uid from Step 5.

This links the Soapbox asset record to the Audette property so the platform knows onboarding is complete and can surface the Audette data.

Step 7 — Utility Data (ESPM path)

Only follow this step if ESPM data was provided in context (not null).

Call audette__add_building_utility_data for each building using the ESPM energy data from context. If monthly consumption data is available per-building, map it directly. If only portfolio-level ESPM data is available, distribute it proportionally by GFA.

After submitting, move to Step 9 (skip Step 8).

Step 8 — Equipment Survey (No-ESPM path)

Follow this step only if no ESPM data was available.

The equipment survey gives Audette enough information to model the building even without utility bills. Extract what you can from the OM/PCA documents (HVAC type, water heater type, appliances, lighting), then for anything not found, use vintage-and-type assumptions.

Present the full equipment picture to the user before calling the API:

Equipment survey for [building_name]:
- Heating system: gas boiler (central) ← from OM
- Cooling: package terminal AC (PTAC) ← from OM
- Water heater: gas central ← from OM
- Lighting: mix LED/fluorescent ← assumed for 2003 vintage — please confirm
- Appliances: in-suite electric ← assumed for multifamily — please confirm

For missing fields, state the assumption clearly:

"New [year_built] construction in [climate_zone / city] — assuming [standard equipment for that vintage and type]"

Wait for the user to confirm or correct the assumptions, then call audette__submit_equipment_survey for each building. These can be submitted in parallel.

Step 9 — Completion Summary

Report the results:

Audette onboarding complete for **[asset_name]**

Buildings created:
  Bldg 1: [name] — UID: [building_uid]
  Bldg 2: [name] — UID: [building_uid]

Property: [property_name] — UID: [property_uid]
Asset patched: audette_property_id = [property_uid]

Data submitted: [ESPM utility data / equipment survey]

[If any step failed:]
⚠ Failed: [describe what failed and offer to retry]

Next steps:
  - View building in Audette dashboard
  - Run full decarbonization report → report skill
  - Add utility bills → audette-energy-data skill

Error Handling

Building creation failure

"Building [N] ([name]) failed to create: [error]. The other buildings were created successfully. Retry Bldg [N]?"

Property creation failure

"Created [N] buildings but failed to create the property: [error]. Buildings are unlinked. Retry property creation?"

Asset patch failure

"Property created (UID: [uid]) but the asset patch failed: [error]. You can manually set audette_property_id on the asset, or I can retry."

Missing required field (not in documents, not in context)

"I couldn't find [field] in the documents. Please provide it before I continue."

Audette MCP not connected

"The Audette MCP is required for this workflow. Please reconnect it and try again."

Rules

• Always call audette__switch_customer_account before any other Audette tool call
• Never create buildings without explicit user confirmation of the attribute table (Step 3)
• Always label extracted vs. assumed values in the confirmation table
• Always capture and report each building_uid immediately after creation — don't rely on re-fetching
• Create all buildings in parallel (single turn); link property in parallel for non-primary buildings
• Always patch the Soapbox asset (PATCH /api/assets/{asset_id}) after the property is created
• If ESPM data is present, use it (Step 7); only fall back to equipment survey (Step 8) if no ESPM
• A failure on one building should not abort the rest — continue and report at the end