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  4. /How to Add Knowledge from a Case

How to Add Knowledge from a Case

Save questions and answers directly from the case drawer to Arthur's knowledge base via KB Quick-Add.

Last updated September 15, 2026

HERO and Arthur
  • Choose Arthur's voice and delivery style
    • Ask HERO what happened at your property
    • HERO Data Questions: Overview
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    • How to Read the "What I Checked" Panel
    • How to Save and Reuse a HERO Query
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    • HERO Inbox Assist on Mobile and Troubleshooting
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    • Arthur Forwarded-Email Parsing: Overview
    • How to Add Knowledge from a Case
    • How to Configure Trusted Forwarding Addresses
    • How to Take Over a Case
    • Troubleshooting: Arthur Forwarded-Email Parsing
    • Turning Chief of Staff On
    • Your AI Chief of Staff Daily Briefing: Board Member Guide
    • Your AI Chief of Staff Daily Briefing: Concierge Guide
    • Your AI Chief of Staff Daily Briefing: On Site Staff Guide
    • Your AI Chief of Staff Daily Briefing: Property Manager Guide
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When a case reveals a question Arthur should know how to handle in the future, you can save the question and answer directly from the case drawer. This is called KB Quick-Add. The entry goes into Arthur's knowledge base immediately.

Steps

  1. Open Communication in the sidebar, click HERO Arthur, then click the Follow-ups tab. Click a case to open it.

  2. Click KB Quick-Add in the controls panel. The Add to Knowledge Base form opens.

  3. The Problem Pattern and Resolution Steps fields are pre-filled from the case context. Review them and edit as needed — write the answer the way you'd want Arthur to explain it to a resident.

  4. Check the Available for all properties toggle. By default this is on (enabled), meaning Arthur will use this knowledge base entry across all properties you manage.

  • Leave it on if the answer applies everywhere (e.g., a general policy question).

  • Toggle it off if the answer is specific to just this property (e.g., a building-specific maintenance contact).

  1. Click Save to Knowledge Base. Arthur's knowledge base is updated immediately.

Tip: If the service ticket for this case is already marked resolved, the Problem Pattern and Resolution Steps fields will auto-fill from the resolution details — just review and save.

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