Julie keeps one living knowledge base â the facts about your business she is allowed to use when she answers a lead. You put things in it by pasting them in plain language. She reads what you paste, pulls out the individual facts, and proposes them to you. Nothing reaches her knowledge base until you approve it.
That approval step is the point. Julie answers from facts you have signed off, so she can tell a lead your price, your open house time, or your policy on rentals without inventing anything.
Who this is for
The knowledge base is part of the AI Concierge, which is available on accounts that have Conversations (the Julie add-on, or the standalone Conversations plan). If your account doesn't include Conversations, you won't see it.
If you've renamed your assistant, you'll see your own name in place of "Julie" throughout the page.
Where to find it
Go to Settings â Conversations, and scroll to the AI Concierge section. It has five tabs across the top â Goal, Calendar, Knowledge, Brand and Learning. Open Knowledge.
The page can take a few seconds to become interactive after it loads. If a click doesn't seem to register, give it a moment and try again.
Teaching her something new
At the top you'll find Teach Julie Something New with a large box. Paste anything in, you don't need to format it or write it as a list:
A new listing, with the details you'd want her to quote.
A price change or a status change.
Answers to questions you get asked constantly.
Notes from a call, or an email thread you want her to know about.
A rule about how you work â for example, that you don't take rental enquiries and who you refer them to.
Then click Teach Julie. She reads it and pulls out the separate facts it contains. One paste often produces more than one â a listing plus an open house time, or a price plus a policy.
Approving what she proposes
Everything she finds appears under Proposed updates, one card per fact, with the topic she filed it under. Nothing here is active yet.
Approve: the fact moves into her knowledge base and she can use it from that moment on.
Dismiss: the fact is discarded and she never sees it.
Work through them one at a time. When the list is empty you'll see "All caught up, nothing waiting for review."
It's worth reading each one properly rather than approving in a rush. A fact you approve is a thing Julie may say to a lead, word for word.
When something contradicts what she already knows
Prices change. Listings sell. When you teach Julie something that makes an existing fact false, she doesn't quietly file both, she flags it.
A conflict appears as an amber card marked CONFLICT, showing the new fact alongside the one it contradicts, with the old one struck through. Your two choices are:
Keep New â the new fact replaces the old one. The old price is gone, so she can't quote it by accident.
Keep Current â nothing changes. Use this when the new information is the one that's wrong.
This only happens when the two facts genuinely can't both be true. Information that simply adds to what she knows arrives as a normal proposal.
Reviewing what she knows
Further down, What Julie knows is the full picture â every approved fact, grouped by topic, with a running count at the top right. This is her source of truth, and it's the first place to look if she ever says something you didn't expect.
Click a topic to open it. To remove a fact, use the â on its row. It stops being available to her straight away.
Removing is worth doing regularly. A sold listing or last season's pricing is worse than no fact at all.
What she does with it
When a lead texts, Julie writes her reply using four things together:
The facts you have approved here.
Your brand voice, from the Brand tab.
Your booking link, from the Calendar tab.
The full history of that lead's conversation.
She is instructed to state only what's in her approved facts. If a lead asks something she has no fact for, she won't invent an answer, she'll keep the conversation moving and leave it to you.
You can try this before a real lead does. On the Brand tab there's a live preview, type a message as if you were a lead, and she'll answer using your real facts, telling you how many she drew on.
Good to know
Your facts belong to your account. They are never shared with other accounts or mixed with anyone else's.
A fact starts being used the moment you approve it, there's nothing to publish or re-save.
Approving and dismissing are both reversible in practice: dismiss something by mistake and you can paste it in again.
Short, specific facts work better than long paragraphs. "24 Oak Lane is listed at $749,000" is easier for her to use correctly than three sentences about the property.
If she gives a lead an answer you don't like, check What Julie knows first. Nine times out of ten the fix is removing or correcting one fact.