Create Custom Content

At the organization level, you can customize the content within a hub. Before editing this section, you should understand playbooks and their limitations.

Tasks and Task Lists

This section is not customizable at this time, please skip.

Knowledge Bases

Knowledge articles and videos are used to educate your clients.

To start, copy the pre-existing (Default) List. This will give you a good base to start from when you're adding or deleting articles or videos.

Add a new asset to your custom knowledge base

You can add your own articles or videos (assets) to your custom knowledge base:

• Articles appear as single-page websites that contain text and images
• Videos will be embedded in a single-page website

To add a new article, follow these steps:

1. Click the New Article button.
2. Complete the following fields in the “Add Article” window that opens.
   
   1. Title: This will appear in large bold font at the top of your article
   2. Active: Articles must be set to “active” in order for collaborators to see them
   3. Publication Date: Viewers will see how current your articles are
   4. Summary: Add a quick overview of your article (optional)
   5. Header Photo: Upload an image file with a format of jpeg, .jpg, .jpe, .png, .bmp, and a size less than 5MB
   6. Body: Type or copy and paste your main body text, using the built-in content editor to format your article to your liking.
   7. Disclaimer: Add a disclaimer to display above the Summary (optional)
   8. Tags: Add one or more tags to the article (optional)
   9. Hub Type: Indicate which hub types (Home Purchase, Sale, and/or Ownership) and stages this article supports
3. Click Save.

To add a new video, follow these steps:

1. Click the New Video button.
2. Complete the following fields in the “Add Video” window that opens.
   1. Drag & Drop: Follow the prompts to upload your video in any of the following formats: .mp4, .mov, .wmv, .flv, .avi, .mts files with a size less than 100MB
   2. Title: This will appear in large bold font at the top of your video
   3. Active: Videos must be set to “active” in order for collaborators to see them
   4. Publication Date: Viewers will see how current your videos are
   5. Language: Select the language from the dropdown menu
   6. Description: Briefly describe the video (optional)
   7. Tags: Add one or more tags to the video (optional)
3. Click Save.

TIP  Contact support@homeowner.ai to get more information about the best way to use this feature.