Getting Started

This guide will help you configure Asset Intelligence correctly from the start.

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Prerequisites

• Home Assistant installed and running
• Areas configured (rooms)
• Sensors available (temperature, humidity, etc.)

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Step 1: Understand the System (Required)

Before configuring, review:

Concepts → Assets, Labels, and Device Model

Key ideas:

• Assets are devices
• Rooms are Home Assistant Areas
• Labels are managed globally in Home Assistant

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Step 2: Configure Default Labels

Asset Intelligence allows you to define default labels used when creating assets. If defaults are set, they are automatically attached to every new asset you create. A label I use is 'Asset' so that when I look at my device listing, I can filter out my assets from my devices if needed.

These may include:

• Asset types (e.g., tv, artwork, wine)
• Categories (e.g., sensitive, high_value)

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Why This Matters

• Ensures consistency across assets
• Improves filtering and organization
• Enables future automation and advisory scenarios

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Where to Configure

Settings → Devices & Services → Asset Intelligence → The Gear Icon (configure)

Set:

• Default labels for new assets
• Preferred label suggestions

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Step 3: Configure Document Storage (Required for Documents)

Asset Intelligence supports attaching documents to assets
(e.g., manuals, receipts, photos)

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Requirement

You must configure a connected storage location, such as:

• NAS (recommended)
• Network share (SMB)
• Mounted storage path

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Why External Storage?

• Documents can be large
• Keeps Home Assistant lightweight
• Ensures long-term persistence

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What You Configure

In integration options:

• Storage path
• Access permissions
• Folder structure (if applicable)

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Important

If storage is not configured:

• Document upload features are not available
• No fallback storage is used

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Step 4: Verify Areas

Ensure your rooms exist:

Settings → Areas, Labels & Zones

Asset Intelligence will automatically use them.

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Step 5: Add Your First Asset

Go to Asset Intelligence (you find it in the sidebar)

select your room (area) and find the 'Add Asset' button in the bottom right corner - click Add Asset

Provide:

• Name
• Area
• Labels (defaults will appear if you have them set)

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Step 6: Configure a Room Environment

Select a room and in the upper right corner click on the Gear icon to assign sensors:

You will be taken to the Room Environment setup screen. If you hadn't previously set these, then you are taken here directly when clicking on the room.

• Temperature sensor
• Humidity sensor
• (Optional) additional sensors

The dropdowns default to existing sensors already assigned to that room. If you have a sensor in a larger area, check the box to 'see all sensors' and you are able to select a sensor that may not be in that room, but is in the area. For example, I have one large open area that embodies the Kitchen, Dining Room and Living room. I have an air sensor in the Kitchen but is available to all three of these areas.

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Step 7: Save and Begin Monitoring the room

Once configured:

• Assets are created as devices
• Rooms begin evaluating conditions
• System starts building awareness

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Step 8: Set the sensor limits on each of your devices (low and high)

Inside your asset you are able to set additional asset information, Financial information, Attach images and documents (which are stored in external storage) and Environmental Limits. These are the important values to set. These are what are compared against the room environment information to generate risk and advisory information.

There is a save button at the very bottom of that tile to save the low and high values for that asset.

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What Happens Behind the Scenes

• Assets are created as Home Assistant devices
• Area and label assignments are written directly to HA
• Asset Intelligence stores only:
  • Environment configuration
  • Advisory data
  • Document references

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You're now ready to build an intelligent understanding of your home.