How it works · Methodology

Why the agents work this way.

The architectural choices behind the fleet. Published openly because methodology should not be a trade secret — and because exposing the reasoning is the only way to invite the corrections that make the system better.

Principle 01 · Standards-anchored

Every claim cites a standard.

An agent does not assert a quantitative or technical claim without anchoring it to a published standard. ASHRAE, IPMVP, CORENET X, IBC/IECC, NEC/NFPA, ASTM, AACE TCM, ILFI — whichever is the canonical reference for the domain. If no standard exists for the claim, the agent says so and downgrades confidence accordingly.

The principle

Why: Commercial real estate is full of "industry says" assertions that fall apart on inspection. Anchoring to a public standard forces the assertion to be defensible.

Principle 02 · 5-signal classifier

Five gates per cited source.

Before an agent admits a source into a reply, the source must clear five gates:

01Source authority02Standards anchor03Numeric specificity04Corroboration05Contradiction check

The same classifier runs on every reply. Source authority weights publishers by editorial accountability. Standards anchor confirms the citation maps to a real section of a real standard. Numeric specificity rejects vague magnitude claims. Corroboration looks for at least one independent confirmation. Contradiction check actively searches for sources that disagree and weighs them.

Principle 03 · Confidence disclosed

Below 0.80 is flagged.

Every reply ships with a confidence score. Above 0.80, the agent presents the answer normally. Between 0.50 and 0.80, the answer is marked ADVISORY with the uncertainty explained. Below 0.50, the agent declines to answer and explains why — usually because the domain is thin, the sources contradict, or the question hits a regulatory edge case that needs a licensed professional.

The hard rule

The hard rule: agents never assert certainty they do not have. A confident-sounding reply on a thin-evidence question is the most dangerous failure mode in advisory AI. We instrument against it directly.

Principle 04 · Stillness gate

Suppress when the uncertainty is too high.

Some questions deserve no answer. If a question is structurally ambiguous, or hits a regulatory boundary the agent does not have authority to opine on, or the confidence floor cannot be cleared — the agent suppresses the reply and tells you why.

This is unusual in the advisory-AI space. Most systems are tuned to produce something on every prompt. We tune against that pressure because a useless or wrong reply costs the asker more than a clean "we cannot answer this — here is who should."

The tools · Each runs from a single question

What the agents detect.

CRE-TS · Energy M&V

Verify M&V claims against IPMVP

Vendor claims 18% energy savings? The agent runs your case against IPMVP Option A/B/C/D and ASHRAE Guideline 14 to verify or flag.

Example: "Our retro-cx vendor claims 18% — verify against Option C"
CRE-AD · Code Keeper

Catch code-triggered upgrades

Touch a mechanical system in a retrofit and a chain of code triggers fires. The agent walks IBC / IECC / CORENET X / NCC against your scope.

Example: "Fit-out is replacing 3 AHUs — what triggers?"
CRE-PM · EVM Theater

Catch fake-looks-done EVM reports

Owner reports 80% EV but procurement is at 15%? The agent cross-checks earned value against Last Planner PPC and procurement velocity to flag EVM theater.

Example: "EV 80%, procurement 15% — is this real?"
CRE-SP · Hybrid Calibrator

Policy vs. floor-plate mismatch

Policy says four days a week, headcount is 310, floor plate is 240 desks. The agent computes the peak-simultaneous demand and tells you what breaks.

Example: "Policy 4 days/week, 310 headcount, 240 desks"
CRE-CON · Claims Sentinel

Pattern-detect claims early

RFI volume doubles in three weeks alongside daily-report sentiment shifts — the agent maps the pattern against historical claim leading-indicators 30-60 days out.

Example: "RFI volume up 2x in 3 weeks — claim risk?"
CRE-SS · Tenant Experience

Catch vendor-KPI vs. occupant-NPS divergence

Vendor scorecard 95%, tenant NPS down 12 points — the agent reads both data planes and explains the divergence.

Example: "All vendor SLAs green, NPS dropped 12 pts"
CRE-EN · Privacy Broker

Fuse occupancy data within privacy floor

Badge data + calendar data fused for utilization analysis — but privacy can break under GDPR/PDPA/BIPA. The agent computes the safe fusion envelope.

Example: "Can we fuse badge + calendar safely?"
DIS · Deal Intelligence

Scan OM for what sellers hide

Send the offering memorandum. The agent runs against a library of common omissions (deferred maintenance, near-term capex, lease tail risk, environmental).

Example: "Scan this OM for typical hidden risks"
CRE-KE · 5-Signal Classifier

Rank conflicting sources

Six sources, three contradict. The agent ranks them by source authority + standards anchor + numeric specificity + corroboration + contradiction check.

Example: "Six sources disagree on chiller efficiency"
How a tool runs

From your question to a cited reply.

01

You write the question

One paragraph with context: asset type, jurisdiction, timeline, the specific constraint or claim you want checked.

02

Routing picks the squad

A routing layer maps your question to the best-fit detection squad. Multi-domain questions get fanned out to multiple squads in parallel.

03

Agent does the research

Pulls from the squad's standards library, runs the methodology, produces a reply with the math shown, the citations linked, and the confidence floor disclosed.

04

You get the reply in 48h

By email. Citations included. Confidence scored. No follow-up sales call. If something is wrong, mail "correction" and we fix it publicly.

Principle 05 · Advisory only

The agents do not commit you to anything.

No transactions

Agents do not place trades, sign contracts, transfer money, or commit your firm to any external action. The agents are advisory at every step.

No PII without permission

Names, companies, and identifiers in your question stay anonymised in the reply unless you explicitly authorise otherwise.

No data resale

Your question, the working file, and the reply stay on our infrastructure. Never sold, never shared with third parties for marketing.

No silent updates

If we change a methodology that affects how a class of questions gets answered, we say so in Mix Weekly with the rationale.

Why publish all this

Invite the corrections.

Open methodology

Methodology that nobody can audit is methodology nobody can challenge — and methodology nobody can challenge degrades over time. We publish so that you can email hello@ai-smart-buildings.com with "correction" in the subject when we have something wrong. Those corrections go to the top of the queue.

Test the methodology. Ask.

Bring a question and watch the principles run. Free, 48-hour reply, every citation linked, every confidence score disclosed.