Agent training

Train your agent like you train your team

Workflows, process docs, FAQ, guidelines, property and company information, the way your best closers actually sell. Everything you would hand a new hire, handed to an agent that never forgets it.

Training material

Kirkstone Leasing Agent

Workflows

Follow-up cadence, reminders, drop-off

Process docs

SOPs, handbooks, lease addenda

FAQ

The questions you answer every day

Guidelines

Tone, limits, what never to say

Property information

Amenities, policies, availability

Company information

Brand, hours, who to reach

Selling techniques

Incentives, objections, upsells

Your agent

Briefed once, then it holds, at every property, every hour

Trained on7 sources

Everything your team knows, in one place. Wherever it happens to live right now.

Policies and SOPsLeases and addendaAppliance manualsYardi and ResManUnit and rent dataListing feedsProspect threadsResident requestsCalls and voicemailEscalation answersApproved suggestionsEntries you write

It tells you what it didn't know

When a prospect asks something the knowledge base can't answer, the agent escalates instead of guessing. Your answer comes back as a suggested entry with the question that prompted it, so approving it once teaches every agent at every property.

Topic

Laundry

The Kirkstone

Laundry is available on every floor, open 6am–11pm.

Asked: “Is there laundry in the building or in-unit?

EV charging

Sunset Property Group

Four Level 2 EV chargers in the garage, free for residents.

Asked: “Do you have EV charging?

Large dogs

Harbor Point

Dogs are welcome. Missing: whether dogs over 50 lbs are allowed

Asked: “Can I bring my 70 lb golden retriever?

Answer

Hand it a document, get a knowledge base

Upload the resident handbook, the pet addendum, or the parking policy. The agent reads it, pulls out the facts worth keeping, proposes updates to your property details, and tells you what it deliberately left out. You review it before a single line goes live.

Drop a document

PDF, text, or markdown

kirkstone_handbook.pdfReading

Nothing is written to your knowledge base until you say so. Edit any line before it lands.

Review what your AI will learn

The Kirkstone

Property detail updates

Knowledge blocks

The handbook says quiet hours start at 10pm. Your current entry says 11pm.

Left out on purpose

Suite rents — pricing comes from your unit records, not a document

Staff phone list — not something an agent should ever repeat

6 of 6 selectedAdd to knowledge base

One agent per market, not one for everything

A downtown lease-up and a suburban walk-up don't run the same playbook, and a Montréal building doesn't answer in the same language as a Vancouver one. Create as many agents as you have ways of operating, each with its own properties, hours, channels, tone, rules, and workflows, all reading from the same knowledge base.

Sunset Property Group

3 agents13 propertiesOne knowledge base, shared by all three

Vancouver Leasing

Leasing · 6 properties

English

24/7

Warm

Lead with the parking incentive on anything above $2,400

Montréal Leasing

Leasing · 4 properties

French, English

24/7

Professional

Answer in the language the prospect wrote in, every time

Calgary Buildings

Building manager · 3 properties

English

After hours

Neutral

Escalate anything that commits spend over $500

The details

Configured to your operation, not a template

Every setting here is per agent, so the way you lease a downtown tower and a suburban walk-up don't have to be the same thing.

Scoped to the right level

An entry can cover the whole portfolio, one building, one floorplan, or a single unit, and the narrowest one wins

Personality you set

Warm, neutral, or professional, so the agent reads like your team rather than a support bot

Prequalification questions

The things you need to know before a tour is worth booking, asked in the flow of the conversation

Prospect tagging

Students, pet owners, relocations, and your own tags applied as the conversation reveals them

Escalation rules

Frustration, a question it can't answer, or a prospect standing at the door all reach a human

Operational hours

Run it 24/7, or only outside the hours your team is actually at their desks

Every language you lease in

The agent answers in the language the prospect wrote in, across every channel

FAQ and guidelines

Set answers for the questions you get every day, and the tone and limits around everything else

Test before it goes live

Run the agent in a sandbox, see how it handles a real thread, and change what you don't like