Company knowledge

Write it once. Every agent reads it.

Knowledge is your company's memory inside HomieDesk: who you are, what you sell, who you sell to and how you sound. Homie, the agents, every outgoing email and every drafted reply read it.

Settings
Knowledge
What your company knows about itself. All the AI in the CRM reads it before writing.
Learn from my website and my leads
The CRM writes down what it notices in its own note, for you to review.
Teach it something new from the copilot New note
Who we sell to
Updated on October 3, 2026 by Ana
Ideal
  • B2B companies of 20 to 200 people that want more sales meetings.
  • The sales director or the CEO decides.
  • They already have a team that sells, but no system that keeps it in order.
Who not
  • Online stores and anyone who sells only through WhatsApp.

How it works

  1. 01

    It starts from your website

    When you create the account, HomieDesk reads your site and what you tell us at the start, and writes the first notes.

  2. 02

    Fix it anytime

    The notes live in the Knowledge section of your settings. Change whatever doesn't sound right, or ask Homie to.

  3. 03

    Everything starts there

    Every time Homie answers, an agent works or an email is drafted, it starts from what your company knows.

In detail

What it holds

Short notes about your company, written for a person to read and an AI to use.

  • Who you are
  • What you sell
  • Who you sell to
  • How you sound

Who reads it

The same notes for everyone: change something once and everything uses it.

  • Homie, in every conversation
  • The agents, on every run
  • Every prospecting email
  • Every drafted reply

In plain sight, not a black box

They're text notes you can read and fix. What the AI knows about your company is written where you can see it.

What it doesn't do yet

  • ×There's one per account, not one per person. Anything specific to a campaign goes in its agent's instructions.

Frequently asked questions

Questions about Knowledge

What is Knowledge in HomieDesk?

It's your company's notes: who you are, what you sell, to whom and in what tone. Homie, the agents and every email that gets written read them.

How is it created?

When you create your account, HomieDesk reads your website and what you tell us at the start, and writes the first notes. Then you fix them.

Where do I edit it?

In the Knowledge section of your settings. You can also ask Homie to update it.

What is it for?

So what the AI writes sounds like your company. Every draft starts from your offer, your client and your tone, not from a template.