Levitate Universal AI Assistant

Levitate's new Universal AI Assistant brings intelligent, on-demand support to every part of your workflow. Acting as a knowledgeable partner, it can answer client questions, draft personalized messages, surface account-specific insights, and help you work faster without sacrificing the personal touch that defines your relationships. Accessible across the Levitate platform, the assistant adapts to your style and priorities, making it easier than ever to stay connected, organized, and ahead of the curve.

Building on top of the powerful AI Levitate uses to help you write, edit, and customize content to fit your needs, the Universal AI Assistant is available in every piece of Levitate. The Assistant is conversational, moves seamlessly from page to page, and uses Levitate's extensive knowledge base to answer your questions, provide steps to complete a process, and provide personalized insights to your account.

Give it a spin! ✨

Where the Assistant Appears

The AI assistant drawer is accessible throughout Levitate — open it from any page using the assistant icon in the corner. No setup is required. The drawer is now available on these additional pages:

• Recently viewed emails
• Recent meetings
• Keep in touch
• Upcoming key dates
• CSV import
• Team meeting links
• Managed accounts
• User and group management

What You Can Do

The Universal AI Assistant handles a wide range of tasks across your Levitate account. Some highlights:

Attach Files to Your Conversation

You can attach files directly to an AI chat message — the assistant reads the content and uses it to answer your question or help you take action. File attachments are supported in Universal AI, Admin AI, and Meeting Prep AI conversations.

Supported formats: PDF, PNG, JPG, JPEG, WEBP, TXT, MD, and CSV. You can attach up to 5 files per message, with a combined size limit of 20 MB across all attached files.

For example, attach a spreadsheet of prospects and ask the assistant to summarize key trends, or attach a policy document and ask it to pull out renewal dates.

Ask Who Changed What

Wondering who added a tag, removed a contact, or made a recent change to your account? Ask the assistant directly. It can look up tag change history, contact change history, and recent account-level events — so you can get a clear picture of what happened and when, without digging through logs.

Example prompts:

• "Who added the VIP tag to contacts in the last week?"
• "Show me recent changes to the Johnson contact."
• "What happened on our account yesterday?"

Book Team Meetings

The AI Assistant can schedule team meetings on your behalf. Ask it to book a meeting with a contact and it will check availability across your connected calendars, propose times, and send the invite — all without leaving the chat. Team meeting scheduling is fully supported — when you ask the assistant to book a team meeting, it launches the full scheduling flow and walks you through selecting a time, the same as it does for one-on-one meetings. This works with any calendar connected to your Levitate account through the Schedule a Meeting integration.

Example prompts:

• "Schedule a 30-minute call with Sarah Johnson next week."
• "Book a team meeting with the Johnson account for Thursday afternoon."

Manage Household Relationships

The AI assistant can create and manage household (spouse) relationships between contacts directly from chat. You can ask it to link two contacts as a household, view who is already in a contact's household, add more members to an existing household, or disband a household connection entirely.

Example prompts:

• "Create a household linking Jane Smith and John Smith."
• "Who is in the Johnson household?"
• "Add Mary Williams to the Williams household."
• "Disband the household for the Anderson contacts."

Note: Household management through the AI assistant is available only to accounts with the Households feature enabled. Contact your Success Manager if you'd like this turned on.

Generate Images with a Specific Aspect Ratio

When asking the AI assistant to generate an image, you can request a specific aspect ratio to match the format you need. The supported presets are Square (1:1) for profile photos or social feed posts, Portrait (4:5) for Instagram feed images, Landscape (16:9) for wide-format or website banners, and Story (9:16) for Instagram or Facebook Stories. Just mention the ratio or format in your prompt and the assistant will apply it.

Example prompts:

• "Generate a landscape image for a newsletter header."
• "Create a 9:16 story graphic for this week's market update."
• "Make a square profile photo with a professional tone."
• "Generate a portrait-format image for an Instagram post."

Generate Downloadable Documents

Ask Lev can generate downloadable documents from the chat drawer. Ask for a summary, agenda, report, or data export and specify the format — the assistant produces the file and makes it available for download. Three formats are supported:

• PDF — charts are rendered as embedded images in the document
• PowerPoint (PPTX) — charts are native editable objects you can modify after downloading
• Excel (XLSX) — charts are native data-bound objects tied to the spreadsheet data

Example prompts:

• "Create a one-page PDF summary of my top 10 clients."
• "Generate a PowerPoint overview of this account's recent activity."
• "Export this contact list to Excel with a chart showing engagement by month."

Note: Document generation is not available for HIPAA accounts.

Ask Lev on the Dashboard

When your account has AI turned on, an Ask Lev bar sits at the top of the dashboard, above the agents card. The bar's placeholder text reads Ask Lev about your clients, tasks or emails.

1. Type your question in the bar.
2. Press Enter, or click the send button. Press Shift+Enter to start a new line instead of sending.
3. The Ask Lev assistant drawer opens in a new conversation with your question already sent.

Starter Buttons

Starter buttons below the bar give you a way to begin without typing from scratch. Clicking one fills the bar with the starter text but does not send it, so you can edit it first. The starters include:

• What is on my plate
• Catch me up on a contact
• Draft a follow-up email
• How do I...

A starter that contains a [placeholder], such as Catch me up on [contact name]: summarize their recent timeline., selects the placeholder when you click it. The send button stays disabled until you replace the placeholder with your own text.

Agents Card on the Dashboard

The dashboard's Your agents are working card is a single compact row of tiles, one for each agent you have set up: Email Exec, Meeting Prep, and Keep in Touch. An agent you have not set up does not get a tile.

All tiles are closed when the dashboard loads. Click a tile to open that agent's panel below the row. Opening a tile closes any other open tile, and clicking an open tile again closes it.

Email Exec

The Email Exec panel shows up to 3 items from your latest brief. Each item is labeled with its type: Draft ready, Awaiting reply, At risk or Negative, or Action item. The panel also has a View brief link to the full brief and a Run it again button.

Meeting Prep

The Meeting Prep panel lists the briefs for the day of your next meeting, or for today if you have no upcoming meetings, along with the length of each brief. Meetings that have already started are greyed out. Click Open brief to open a brief, All briefs to see every brief, or Settings to change your Meeting Prep settings.

Keep in Touch

The Keep in Touch panel shows your top 3 suggestions, which are contacts with a score of 90 or higher. Each suggestion shows the contact's name and the time since you last contacted them. Click See all followed by the number of suggestions to open the full list.

Your Writing Style

You can keep a personal writing style guide that AI agents read when they draft in your voice. The guide is short text, up to 4,000 characters, describing how you write: tone, greetings and sign-offs, sentence length, phrases you like or avoid. There is no settings screen for it. You manage it by asking Lev, or through the Levitate MCP tools.

Where Your Style Is Used

These agents use your writing style guide when they draft for you:

• Lev
• The contact agent
• Keep in Touch
• Email Exec, including its brief chat
• AI teammates

Brand content, such as social posts, blogs, newsletters and campaigns, keeps your account's tone instead. The admin, coaching, content, website, review-reply, image and custom agents do not use your writing style guide.

View, Set or Clear Your Style

Ask Lev to show, save or remove your writing style guide. Example prompts:

• "Show me my writing style."
• "Save this as my writing style: short sentences, friendly, no exclamation points, sign off with 'Best'."
• "Clear my writing style."

If you use the Levitate MCP server, the same actions are available through the users_writing_style_get, users_writing_style_set and users_writing_style_clear tools.

Learn Your Style from Sent Mail

Lev offers once to learn your style from the email you have sent. By default it looks at the last 90 days of sent mail, and you can ask for up to 365 days. Forwards, mass sends to more than 5 recipients, one-line replies and mail that Levitate sent on your behalf are left out.

Note: Learning from sent mail requires your account's AI email data source to be enabled.

Good to Know

• When an admin drafts on behalf of another user, the admin's own writing style is used, not the other user's.
• A writing style guide saved in the middle of a conversation applies starting with your next conversation.
• One-shot suggested replies do not use your writing style guide.

Conversation History

Ask Lev keeps a browsable history of your past conversations, accessible from the header of the Ask Lev drawer. You can pick up where you left off, start a fresh chat, or tidy up older threads — all without losing context.

• Browse past conversations — Open the conversation list in the drawer header to see all your previous chats, ordered by recency.
• Resume a conversation — Select any past conversation from the list to reopen it and continue the thread.
• Rename a conversation — Click the conversation name to edit it inline, so you can label chats in a way that makes sense to you.

Note: A new conversation is only created when you send your first message — opening the drawer does not start one automatically. You can run multiple conversations at the same time; each streams responses independently.