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Setup guides 6 min read

Quick start: your first AI conversation in 15 minutes

This walkthrough takes you from a brand-new account to a working AI assistant that can answer questions about your listings and capture a lead. Nothing here requires developer help.

Before you begin

  • An active Lytle.ai plan (a 7-day free trial is included on every plan).
  • One or two live listings with address, price, beds/baths, and availability.
  • Your standard qualifying questions — budget, timeline, financing or income, and must-haves.

Step by step

  1. 1Sign in and open Properties. Add at least one listing with accurate price and availability so the AI has something real to talk about.
  2. 2Open Knowledge Base and add your office hours, viewing policy, pet policy, application process, and fees. Short factual entries work better than long marketing copy.
  3. 3Open AI Assistant and send a few test messages the way a real enquiry would arrive: "Is the 2-bed still available?", "Can I see it Saturday?", "What's the deposit?".
  4. 4Correct anything wrong by editing the matching knowledge entry, then re-test. The assistant answers from your knowledge base, so fixing the source fixes every future reply.
  5. 5Open Automations and confirm the follow-up cadence you want for new leads that go quiet.

What good looks like

After setup, a cold enquiry should get an accurate answer in seconds, be asked your qualifying questions in a natural order, and end with either a booked viewing or a clear next step recorded in the pipeline.

Frequently asked

Do I need a developer to set up Lytle.ai?

No. Listings, knowledge base entries, automations, and the website widget are all configured from the app. The only optional technical step is pasting one script tag into your website, which most site builders support.

How long before the AI is accurate?

Most teams get reliable answers after 20-30 knowledge base entries covering availability, fees, viewing policy, and application steps. Accuracy improves further as the AI learns from real conversations.

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