Keep In Touch Agent

The Keep in Touch Agent helps you build stronger relationships by identifying who you should reach out to, and why.

Instead of manually tracking follow-ups, the agent reviews your contacts, activity, and external signals to surface timely, personalized outreach suggestions.

Want to use the Keep in Touch Agent? Reach out directly to your Success Specialist or Support to turn on the feature.

Watch the video below for a quick walkthrough, or read on for the full breakdown.

Where to Find the Keep in Touch Agent

You can access the agent in two places:

Contacts Tab

Navigate to Contacts → Keep in Touch
This is your main workspace for viewing and managing suggestions

Dashboard

A Keep in Touch card highlights top-priority contacts (score of 90+)
Clicking the card takes you directly to your suggestions list

You'll also see Keep in Touch insights in your daily and weekly digests, so you never miss an opportunity to connect.

How It Works

The Keep in Touch Agent runs through jobs that evaluate your contacts and generate suggestions.

What the Agent Looks At

For each contact, the agent reviews:

Timeline activity (emails, notes, interactions)
Whether outreach was personal vs. automated
Data boards (like policy or donation boards)
Career updates or external signals (like job changes)
Events and other engagement history

It then assigns a score and surfaces the highest-priority contacts first.

When a contact's account is connected to Wealthbox or Redtail CRM, the agent can also pull that contact's CRM notes into its research, using them alongside timeline activity, data boards, and external signals to inform its suggestions and score rationale. For Redtail, this means each connected Redtail user's own notes; Levitate's own write-back notes and drafts are excluded, and a failed notes sweep never blocks contact syncing. A note's visibility to the agent follows the CRM's own access model rather than Levitate's contact-visibility rules.

Note: CRM notes research is available for Wealthbox- and Redtail-connected accounts only; other CRM integrations are not yet supported. It requires your account's AI integration data grant and the Notes setting enabled on your CRM connection, in addition to Keep in Touch being enabled on your account. Reach out to your Success Manager to enable this.

Note: The agent uses CRM notes only when Content Generation is turned on for your account. If Content Generation is off, the agent does not use CRM notes, even if the AI integration data grant and the Notes setting are in place. Content Generation is not a setting you turn on yourself; your Success Manager enables it for your account.

Understanding Your Suggestions

In the Keep in Touch tab, you'll see a unified list of suggested contacts, ordered by priority.

For each contact, you'll get:

Why they're being suggested (clear reasoning)
Score rationale (what factors contributed)
Suggested outreach message
Action items (like updating contact details)
Web findings (if relevant)

This helps you quickly understand not just who to reach out to—but how to do it effectively.

Taking Action

Each suggestion is designed for thoughtful, one-to-one outreach.

Send Outreach

Use the suggested message, which can pre-fill your email
Customize as needed before sending

Add Notes

Add a note about the contact (this carries across future suggestions)

Manage Suggestions

You have a few options for handling suggestions:

Snooze:

Temporarily dismiss the suggestion

→ It will be re-evaluated the next time the job runs
Don't Suggest Again:

Permanently hide the contact from suggestions

→ You can still restore them later under Suppressed Contacts

Smart Follow-Up

Once you reach out to a contact, the agent recognizes the activity and will pause suggestions for that person for a period of time.

Creating & Managing Jobs

Jobs control how the Keep in Touch Agent finds and evaluates contacts.

Setting Up a Job

When you click into Keep In Touch, you'll see all of the Keep In Touch jobs you have set up. You can manage existing jobs and create new configurations for keeping in touch.

You can give plain-text instructions, either for your whole account or for you as an individual user.

Configurations can be used to define a subset of contacts you'd like the agent to zoom in on. Here, you can name the configuration, describe the audience (doesn't have to be technical!), and give research instructions so you're provided with information that's important to you.

Here, you'll also set the scope (is this just for me or for everyone using Levitate?) and the ability for it to run nightly. If toggled off, the agent will only run when manually prompted to do so.

When creating a job, you'll define:

1. Audience

Describe your audience in plain language, such as:

"Clients I haven't spoken to in 90 days"
"Contacts in New York with a specific tag"

The system uses AI to translate this into a dynamic contact list.

2. Research Instructions

Guide the agent on what to prioritize, for example:

"Focus on cross-sell opportunities"
"Prioritize contacts with only one policy line"

3. Scope

Private (User-level): Only visible to you
Account-level: Can apply across users (admin-managed)

4. Schedule

Run nightly (recommended), or
Run manually when needed

AI Instructions & Personalization

You can improve suggestion quality by giving the agent more context.

Account-Level Instructions

General information about your organization

Personal Instructions

Who you are
Your role or preferences
Any guidance that helps the AI tailor outreach

This ensures suggestions feel relevant and avoids awkward messaging.

Help Me Write This

The research instructions box and the notes boxes in Keep in Touch have a Help me write this toolbar above the text box. Use it to start from a ready-made example or one of your own saved prompts, and to save instructions you want to reuse.

In the Keep in Touch configuration dialog, the Research Instructions toolbar has three options:

Levitate Samples — ten curated research instructions you can start from. Pick one to fill the box, then edit it to fit your business.
My prompts — research instructions you have saved before. Pick one to fill the box.
Save as a prompt — saves the current text so you can pick it again later.

In the AI Instructions panel, the account-level and personal instruction boxes each have a toolbar with two options:

My prompts — notes you have saved before.
Save as a prompt — saves the current text for reuse.

The notes boxes do not offer Levitate Samples, because these notes are specific to your account or to you.

Saved Prompt Lists

Each box keeps its own list of saved prompts. A prompt you save from the research instructions box appears only under that box's My prompts, and a prompt saved from a notes box appears only in the notes boxes' lists.

Samples with Blanks

If a prompt you pick contains a [placeholder] in square brackets, replace it with your own details before you save. A prompt with an unfilled [placeholder] cannot be saved.

The same Help me write this toolbar, as used in AI email campaigns, appears above the Audience and Research Instructions fields in the configuration dialog. It also appears above the account notes and personal notes in the AI Instructions panel. Admins edit the account notes. The toolbar offers:

Samples — examples written by Levitate. Each field has its own set of samples.
My prompts — prompts you have saved, listed under Yours, followed by prompts your teammates have shared, listed under Shared with the team.
Browse all prompts — opens a side panel where you can search and pick a prompt.
Save as a prompt — saves the current text as a prompt. You can keep it private or share it with your team.

No samples are available yet for the account notes and personal notes fields. Samples shows an empty state there, and My prompts and Save as a prompt work as usual.

If a prompt you pick still contains an unfilled [placeholder], you can't save or create until you replace it with your own details.

The Audience field is limited to 5,000 characters, and a counter shows how much of the limit you have used. If a saved prompt is longer than a field's character limit, it is trimmed to fit when you pick it.

Job Visibility

Admins can see:
- Account-level jobs
- Their own jobs
- Jobs created by other users
Users can see:
- Jobs they created
- Account-level jobs where they own the contact

Additional Details

Each job shows:
- Last run date
- Who created it
Suggestions are re-scored each time the job runs
There is no bulk outreach option at this time

(Suggestions are designed for personalized, individual communication)

Why Use the Keep in Touch Agent?

Stay on top of important relationships without manual tracking
Reach out at the right time with meaningful context
Get AI-powered insights tailored to your contacts and business

FAQs

Q: How does the agent detect job changes or career updates if there is no LinkedIn field on the contact profile?

A: The Keep in Touch Agent does not rely on a LinkedIn URL or any social media field on the contact record. Instead, it uses the contact's name and company (already stored in Levitate) to search the web for recent news about that person — including job changes, promotions, company announcements, and other publicly available signals. If the agent finds evidence that a contact has moved to a new company, it flags this as a high-priority outreach trigger and suggests updating the contact record. No social media account linking is required.

Q: What external sources does the agent search?

A: The agent performs general web searches using the contact's name and employer. It looks for publicly available information such as news articles, press releases, and professional announcements. It is not limited to a single platform — any publicly indexed source may surface relevant findings, including professional network profiles, company websites, and news outlets.