By sharing your company’s unique resources here, you’re teaching BrokerBot to deliver responses that fit your business—not just generic info.
How does it work?
BrokerBot already has strong general intelligence out-of-the-box.
Just a small set of your key documents—like policies, agreements, and procedures—are needed for BrokerBot to give accurate, office-specific answers.
The Knowledge Center acts as the “source of truth” for BrokerBot, helping it reflect your unique guidelines and way of doing business.
What kind of documents should I upload? To get started, we recommend just the basics outlined in our “BrokerBot Knowledge Center Quickstart Guide.” Most teams only need a few foundational docs to empower BrokerBot.
Who manages the uploads? Currently, only account Owners can upload documents to the Knowledge Center, because these materials affect responses account-wide. If you need access or want to delegate upload rights, please contact your Owner or leadership.
Example in Action
Agent: “BrokerBot, what’s our policy regarding wholesale transactions?”
BrokerBot: “According to page 5 of your Independent Contractor Agreement, you are not allowed to engage in wholesale transactions without written permission from your manager or broker.”
Want to enhance this answer?
After checking BrokerBot’s answer, just tell it in the same chat:
“BrokerBot, whenever anyone asks about wholesaling, also tell them to contact our Broker, Jerimiah Taylor, at 123-456-7890 or [email protected].”You’ll see “Training Saved”—leadership can review and approve this in the Training section.
The next time someone asks, BrokerBot will add your custom note!
Only Owners and approved managers can save or edit these training moments.
NEW:
As of October, you can now set up folder scoping and permissioned access! This lets you make certain Knowledge Center documents visible only to specific groups—so you can fine-tune BrokerBot to deliver the most relevant answers to the right teams.
FAQs
Q: What file types are supported?
A: Nearly every file type! The only exception: we don’t recommend uploading full videos, since most AI tools can’t process and summarize entire videos yet.
Q: How much do I need to upload?
A: Start small—just the documents highlighted in the Quickstart Guide and a few targeted Trainings are enough for BrokerBot to be highly effective.
Q: Do I need to upload books like “The Millionaire Real Estate Agent”?
A: No need! BrokerBot already knows generally about industry-standard books and resources, so just ask questions directly.
Q: Can users upload their own documents in chats?
A: Absolutely! Anyone can upload docs for analysis or collaboration within a specific chat. These won’t affect team-wide answers—they’re only used within that conversation.
Q: Why use the Knowledge Center?
A: In real estate, accuracy is everything. The Knowledge Center ensures BrokerBot’s answers are based on your vetted, internal materials—reducing the risk of sourcing info from unreliable external sites.
Q: Any other recommendations for uploads?
A: Totally up to you! Check out our “Comprehensive BrokerBot Knowledge Center Guide” for more ideas. Every business may prioritize different docs based on its workflow.
If you’d like custom recommendations—especially if your operations go beyond traditional real estate—reach out to the BrokerBot support team. We’re happy to consult and help you get the most from your AI assistant.
BrokerBot is being adopted by top brokerages and fast-growing businesses across the real estate ecosystem—and even beyond—because it streamlines workflows with minimal setup and great cost efficiency.
Thank you for building with BrokerBot! If you have any questions, just ask—we’re here to help at [email protected]