How to Build Your AI Knowledge Base in LeadTruffle

📝 Learn how to configure the AI knowledge base so LeadTruffle knows your business, services, pricing, and service area.

Table of contents

• Overview
• Scrape your website
• Company description
• Products and services
• Pricing
• Service area

Overview

The AI knowledge base is the brain behind LeadTruffle's AI — it's what the AI knows about your business when it talks to your leads. If the AI ever says something inaccurate, the fix is almost always here. Getting this section dialed in means the AI can confidently represent your business, handle common questions, and move leads toward booking.

To get started, go to AI Lead Capture → AI Knowledge Base in the left sidebar.

Scrape your website

The fastest way to populate your knowledge base is to scrape your website. LeadTruffle will pull in your business info automatically.

1. In the AI Knowledge Base section, click Scrape Website
2. Enter your website URL and run the scrape
3. Review the results and click Save

Depending on how thorough your website is, this may be enough to get started — or you may want to add to it. Go through each section below to fill in any gaps.

1. Company description

Tell the AI what your business does in plain language.

• Who you are and what you do
• What areas you serve
• Any standout details — years in business, specialties, certifications, etc.

2. Products and services

List out everything you do — and just as importantly, what you don't do.

Services you offer:

List your core services so the AI knows what it can book leads for.

Services you do not offer:

This is just as important. If you regularly get calls asking about something you don't do, put it here. For example:

We do not offer roof replacements, electrical panel upgrades, or HVAC installation.

You can also instruct the AI on how to handle those questions:

If someone asks about services we don't offer, politely let them know we don't provide that service.

3. Pricing

For most businesses, the goal is to get leads on the calendar — not give quotes over the phone. Here's what's most useful to include:

• Service or trip fee — if you charge one, put it here (e.g. "We have a $150 service fee for coming out, which is applied toward any work performed.")
• Free estimates — if you offer them, say so
• No phone estimates — if this applies, include it (e.g. "We do not give estimates over the phone. We schedule an in-person visit first.")
• Ballpark guidance — if you're open to it after multiple asks, you can add a note like "If a customer asks more than twice, you may give a rough range of $X–$Y."

Service area

LeadTruffle's service area is zip code-based. The AI uses this to determine whether an incoming lead is inside or outside your coverage area.

Adding zip codes

1. In the Include box, paste your zip codes — comma-separated or one per line
2. Click Add Zip Code

To edit your list later, click Edit and make any changes.

Exclude zip codes (Optional)

You typically don't need this. The only case where it helps is if you service an entire city except for a small handful of specific zip codes — you can add those to the Exclude box to make it crystal clear.

Using a radius instead (Optional)

If you don't have a full zip code list, you can enter a zip code and a mile radius:

1. Enter your central zip code
2. Set the radius (e.g. 10 or 20 miles)
3. Give it a label and save

Zip code checker

Use the Check a Zip Code tool to verify the AI has your service area right before you go live.

Telling leads they're outside your area

By default, the AI checks the zip code internally and flags it in your inbox — but doesn't tell the lead directly.

If you want the AI to proactively tell out-of-area leads you don't service them, check the Use service area in conversation box. No prompt changes needed — just check the box.

Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.

Updated on: 09/06/2026