Guide 
What You’ll Have at the End
By the end of this guide, you’ll have a working genie loaded with every appliance manual from your settlement handover pack. New owners will be able to ask it questions by voice or text, day or night, and get accurate answers with page references. Your phone stops being the help desk for 11 manuals.
This is a beginner-level build. No developers required. You can have it live before your next handover.
Why This Exists
Settlement day. The builder hands the new owners a thick folder. Inside: manuals for the oven, the dishwasher, the heat pump, the ventilation system, the alarm panel, the garage door motor, the irrigation controller, the smart home hub, the hot water cylinder, the rangehood, and the induction cooktop.
The folder goes in the drawer under the cutlery. They’re excited about the house. They’re not reading 11 manuals that night.
Three weeks later your phone rings. How do you set the oven clock? Where’s the filter on the rangehood? Why is the heat pump beeping? The alarm chirps at 3am. Is the garage door supposed to do that?
Every builder hears this. The handover documentation is excellent. Nobody reads it. Post-settlement support is where 80% of the friction lives in the customer relationship, and almost all of it is questions answered on page 14 of a manual the owner hasn’t opened.
A genie ends this for the cost of one callout.
Prerequisites
Before you start, have the following ready:
- A Help Genie account (free to start at helpgenie.ai)
- All appliance manuals from the handover pack in PDF format. Download them from manufacturer websites if you don’t have the files already.
- A list of the appliances included in the build (oven model, dishwasher model, heat pump model, etc.)
- 30-60 minutes of setup time
That’s it. You don’t need a developer, a copywriter, or a tech team.
Step 1: Gather and Name Your Manuals
Action: Collect every PDF manual for every appliance in the handover pack. Rename each file clearly before uploading.
Rename files using this format: Brand-Model-Type.pdf. For example:
Fisher-Paykel-DD60DDFHX9-Dishwasher.pdfMitsubishi-MSZ-AP25VGD-HeatPump.pdfBosch-HBG675BS1A-Oven.pdf
Clear filenames help the genie surface accurate answers and page references. If your files are named manual_v2_FINAL_FINAL.pdf, rename them before uploading.
Verifiable result: You have a folder of clearly named PDFs covering every appliance in the pack.
Step 2: Create Your Settlement-Day Genie
Action: Log in to Help Genie, create a new genie, and name it after the property or your business.
Good name options:
- “Lot 14 Elm Street Support”
- “[Your Company Name] Homeowner Support”
- “Welcome Home: Your Appliance Guide”
Choose a voice that matches your brand. If you build premium homes, pick a calm, clear voice. Set the genie’s goal as “Help new homeowners find answers to appliance questions from their settlement pack.”
You can write a short intro prompt. Something like: “Hi, I’m your home support genie. I can answer questions about any appliance in your home. Just ask me anything.”
Verifiable result: Your genie exists, has a name, a voice, and a clear purpose. It’s not live yet.
Step 3: Upload the Knowledge Base
Action: Upload all your renamed PDFs into the genie’s knowledge base.
Go to the knowledge base section and upload each manual PDF. Help Genie reads the content of each document. The genie can then answer questions drawn directly from those pages, including referencing where in the manual the answer lives.
A few tips for this step:
- Upload all manuals for this specific property. Don’t mix in manuals from other builds unless they’re the same appliance models.
- If a manufacturer provides a “quick start guide” as a separate PDF from the full manual, upload both. Quick start guides often contain the most common answers.
- If you have a welcome letter or custom handover document you give owners, upload that too. The genie can reference your contact details, warranty process, and anything else you include.
This is the core of why voice AI settlement support works. The genie has read everything. The owner hasn’t. The genie becomes the bridge between the drawer and the answer.
Verifiable result: All manuals are uploaded and visible in your knowledge base list.
Step 4: Test It with Real Questions
Action: Ask the genie the questions new homeowners actually ask. Don’t test it with easy ones.
Use questions like:
- “How do I set the clock on the oven after a power cut?”
- “The heat pump is making a beeping noise. What does that mean?”
- “Where is the filter in the rangehood and how do I clean it?”
- “My dishwasher is showing an error code. What does E4 mean?”
- “The alarm is chirping at 3am. How do I stop it?”
Check that the answers are accurate and include page references where relevant. If the genie gives a vague answer, check that the right manual is uploaded and that the PDF text is readable (scanned images sometimes don’t extract cleanly).
If you find a gap, add a custom FAQ entry directly in the knowledge base. For example, if your hot water cylinder uses an unusual reset process, add it as a standalone Q&A so the genie can find it instantly.
Verifiable result: The genie answers at least 8 out of 10 test questions accurately. You’d feel comfortable giving the link to a new owner right now.
Step 5: Deploy Your Handover Assets
Action: Generate the delivery formats you’ll use at settlement.
Help Genie gives you several ways to share the genie with new owners. For settlement day, the most useful are:
- QR code. Print it and stick it on the kitchen island, the inside of a kitchen cabinet door, or the homeowner welcome pack cover page. When the owner scans it at 9pm wondering how to set the oven clock, they get the answer in seconds.
- Direct link. Include it in the welcome email you send after settlement. Something like: “Got a question about any appliance in your home? Ask here: [link]”
- Phone number. If your owners are more comfortable calling than typing, a dedicated phone number routes straight to the genie. They ask out loud. They get the answer out loud.
You don’t need to use all three. Pick the channels your owners actually use. For most residential builds, QR code plus a link in the welcome email covers 90% of the cases.
Verifiable result: You have at least one delivery asset ready: a QR code, a link, or a phone number. Your next handover pack is complete.
Common Gotchas
Scanned PDFs don’t extract well. If a manufacturer only provides a scanned image PDF rather than a text-based PDF, the genie can’t read it properly. Download the text version from the manufacturer’s website, or add the key information manually as FAQ entries in your knowledge base.
Generic model names cause confusion. If your manuals cover a range of models and the specific installed model isn’t clear, the genie may give answers that don’t match the exact unit. Specify the installed model in a welcome document and upload that too, so the genie knows which variant is in this home.
Owners forget the link. The QR code on the kitchen bench is the most reliable touchpoint because it’s physical and contextual. The link in the welcome email gets buried. Use both.
The build changes between stages. If you swap an appliance model during construction, update the knowledge base before settlement. Takes two minutes.
What This Costs You vs. What It Saves You
A single post-settlement callout for something covered in a manual costs time and goodwill. Builders who’ve moved to voice AI settlement support typically report a significant drop in those calls within the first month of a new handover. The genie handles the questions that were never worth a phone call anyway.
The folder can stay in the drawer. The genie has already read it.
Next Steps
See how other appliance and home builder businesses are using voice AI to reduce support load on the appliances and home builders industry pages.
Ready to build yours? Start free at Help Genie and have your settlement-day genie live before your next handover.