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! ✨

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 now 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. 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.”