The knowledge base gives the AI Agent account-specific information to reference during calls and texts.
Add a knowledge base entry
Open Settings > AI Agent.
Select the Knowledge Base tab.
Select Add Entry.
Enter a clear Title.
Enter the Content the agent should use.
Select Save.
What to add
Leasing FAQs, application requirements, and showing instructions.
Maintenance policies, emergency instructions, and escalation rules.
Owner FAQs, management service details, and intake questions.
Office hours, callback expectations, and preferred wording.
Policies the agent should explain consistently.
Entry status
Draft - saved in LeadSimple but not currently synced to an active voice agent.
Synced - available to active voice agent lines.
Sync failed - the entry could not be synced. Review the error, save again, or contact Support.
AI text replies use knowledge base entries immediately. Voice agent lines sync entries when an active AI Agent phone number exists.
Best practices
Use short, specific entries instead of one long catch-all document.
Write policies in the exact wording you want the agent to follow.
Include escalation instructions for urgent or sensitive requests.
Do not add private credentials, payment details, or sensitive customer information.
Review entries regularly so the agent has current information.