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Managing Your Knowledge Base

Upload and organize property data, FAQs, and business documents to power your AI agent.

Updated Jan 18, 2024
7 min read

Knowledge Base Overview

Your knowledge base contains all the information your AI agent uses to respond to inquiries. The AI references this content to provide accurate, personalized answers about your listings and services.

Adding Knowledge

Upload content through the Knowledge Base section in your dashboard:

  • Navigate to Knowledge Base in the sidebar
  • Click "Add" to create new knowledge items
  • Paste or type content directly
  • Add titles and descriptions for organization
  • Save to make available to your AI agent

What to Include

Add these types of information to your knowledge base:

  • Property Listings - Current listings with details, photos, features
  • Business Information - Your services, areas covered, experience
  • FAQs - Common questions about buying, selling, process
  • Neighborhood Data - Schools, amenities, market trends
  • Policies - Commission structure, showing procedures

Storage Limits

Knowledge base limits vary by plan:

  • Individual Agent - 100MB total storage (~128,000 tokens)
  • Team / Brokerage - 500MB total storage (~128,000 tokens)

The system tracks token usage automatically. You'll see current usage in the Knowledge Base dashboard.

Best Practices

  • Keep information current - update listings when status changes
  • Write in clear, natural language (not agent jargon)
  • Break large topics into separate knowledge items
  • Use descriptive titles for easy management
  • Remove old listings to stay within limits
  • Test your agent after adding new knowledge

How the AI Uses Knowledge

When prospects ask questions, your AI agent:

  • Searches the knowledge base for relevant information
  • Combines multiple sources if needed
  • Provides natural, conversational responses
  • Cites specific listings when appropriate