Create Property
Step-by-step guide to adding a property to your inventory with all available fields.
Create Property
This guide shows you how to add a new property to your inventory in Trochai. The form is organized into sections that cover all the information needed for the property to work correctly with the WhatsApp bot, public pages, and internal management.
Accessing the form
Navigate to Properties in the sidebar menu.
Click the Add property button in the top right corner.
The property creation form will open.
Form sections
1. Property type
When creating a property, the first step is choosing whether it is part of a project or an independent property:
- Part of a project: Select an existing project. The location is automatically inherited from the project and location fields are locked. Project amenities are shown as read-only and you can add extra amenities on top.
- Independent property: Fill in all location information manually.
If your plan does not include projects (Solo plan), this option will not be available and all properties are created as independent.
2. Basic information
| Field | Required | Description |
|---|---|---|
| Title | No | Descriptive name for the property (max 200 characters). |
| Listing type | Yes | Select Sale, Rent, or both. You must check at least one. |
| Category | Yes | Choose from: Apartment, House, Land, or Commercial. |
3. Location
| Field | Required | Description |
|---|---|---|
| State / Province | Yes | The province or state where the property is located (e.g., San Jose, Heredia, Guanacaste). |
| City | Yes | The city or canton (e.g., Escazu, Santa Ana, Liberia). |
| Neighborhood | No | The specific neighborhood or district (e.g., San Rafael, Pozos). |
| Landmarks | No | Nearby landmarks (e.g., "Near Multiplaza", "In front of the park"). |
| Map | No | For independent properties, click the interactive map to mark the exact location. You can also search for an address using the search field. The marker can be dragged to adjust the position. |
State / Province and City are required fields. The WhatsApp bot uses the location to answer queries like "I'm looking for something in Escazu", so it's important to fill them in correctly.
If the property is linked to a project, the location fields are automatically filled with the project's location and cannot be edited. The map is not shown in this case.
4. Pricing
| Field | Required | Description |
|---|---|---|
| Price | Yes | The property price. Must be greater than 0. |
| Currency | Yes | USD (dollars) or CRC (colones). Default: USD. |
| Deposit | No | Security deposit amount (applies to rentals). |
| HOA fee | No | Monthly condominium or maintenance fee. |
5. Features
| Field | Required | Description |
|---|---|---|
| Bedrooms | Yes | Number of bedrooms (0 for studios). |
| Bathrooms | Yes | Number of bathrooms. |
| Parking spots | No | Number of parking spaces. Default: 0. |
| Built area (m2) | No | Built area in square meters. |
| Land area (m2) | No | Total land area in square meters. |
| Pet friendly | No | Toggle on if pets are allowed. |
| Furnished | No | Toggle on if the property includes furniture. |
6. Amenities
Select property amenities from 32 predefined options organized in 4 categories, or add custom amenities. See Amenities for the full list.
7. Media
Upload photos, add video links, and 3D virtual tours. See Photos & media for full details on formats, limits, and best practices.
| Field | Required | Description |
|---|---|---|
| Photos | No | Up to 20 photos, 5 MB each. Formats: JPEG, PNG, WebP, HEIC. |
| Video URL | No | Link to a property video (YouTube, Vimeo, etc.). |
| 3D tour URL | No | Link to a virtual tour (Matterport, etc.). Displayed as an iframe. |
8. Description
| Field | Required | Description |
|---|---|---|
| Short description | No | Free text describing the property. Shown on the public page and used by the bot for semantic search. |
The description is one of the most important fields for the bot. Include relevant details such as views, finishes, nearby locations, and any information a potential client would ask about. The bot uses this text for intelligent searches.
9. Status and availability
| Field | Required | Description |
|---|---|---|
| Status | Yes | Active, Paused, Sold, or Rented. Default: Active. |
| Availability | No | Toggle indicating whether the property is currently available. |
| Available date | No | Date from which the property will be available (useful for future rentals). |
10. Listing agent
| Field | Required | Description |
|---|---|---|
| Listing agent | No | Select the agent responsible for this property. Only users with admin or agent roles are shown. |
The assigned agent is displayed on the property's public page with their photo, name, and a link to their agent profile.
Saving the property
After completing the form, click Create property. The property will be saved and you will be redirected to the properties list.
If there are validation errors, the form will display error messages next to the corresponding fields. Fix the errors and try again.
When you save a property, Trochai automatically generates the embedding for bot search. This process happens in the background and does not affect save time.
Editing an existing property
To edit a property:
In the properties table, click the pencil icon on the row of the property you want to edit.
The same form will open with the property's current data.
Make the necessary changes and click Update property.
When you update a property, the embedding is automatically regenerated to reflect changes in bot searches.
Recommended fields for the bot
While many fields are optional, the following are especially important for optimal bot performance:
| Field | Importance for the bot |
|---|---|
| Category | Allows filtering by property type |
| State/Province and City | Answers location-based queries |
| Price and currency | Answers price range queries |
| Bedrooms and bathrooms | Answers size-based queries |
| Amenities | Enables semantic search (e.g., "with pool") |
| Description | Feeds semantic search with rich context |
| Photos | Displayed on the public page the bot shares |