AI Features in the Email Plugin

The Levitate Email Plugin includes AI-powered features that help you capture follow-up actions and draft replies without leaving your inbox. These features are available in the plugin's Note editor when you're viewing an email from a contact.

Note: AI features in the Email Plugin require the Content Generation feature to be enabled on your account. Reach out to your Success Manager to confirm access.

Extract Action Items

After reading an email thread, you can ask the AI to identify any commitments, tasks, or follow-ups mentioned in the conversation and add them directly to the contact's note in Levitate.

How to use it

1. Open the Levitate Email Plugin while viewing an email from a contact.
2. In the Notes tab, click Extract Action Items.
3. The AI reads the email thread and proposes a list of action items found in the conversation.
4. Review the proposed items. Remove any that don't apply, or edit the text as needed.
5. Click Add to Note to insert the action items into the contact's note.

Generate Replies

The AI can draft a reply to an email based on the thread context and any notes you've taken on the contact. The draft appears in the plugin for you to review and edit before sending.

How to use it

1. Open the Levitate Email Plugin while viewing an email you want to reply to.
2. In the Notes tab, click Generate Reply.
3. Optionally, type a brief instruction or tone guidance in the prompt field (for example, "Keep it short and friendly" or "Confirm the meeting and ask about their budget").
4. Click Generate. The AI drafts a reply using the email thread and your contact notes as context.
5. Review the draft. Edit it as needed, then copy it into your email client's reply composer.

Ask Lev in the Outlook Add-in

Ask Lev is an AI assistant dock built directly into the Levitate Outlook add-in. You can ask questions, get help drafting emails, and pull up contact details — all without leaving your inbox. Answers stream in as they are generated, and the assistant can reach into your Levitate data to surface contact information or compose an email on your behalf.

Note: Ask Lev in the Outlook add-in is gated on the Content Generation feature flag and is not enabled by default. Contact your Success Manager to enable it for your account.

Streaming answers

Ask Lev responds in real time — the answer appears word by word as it is generated, so you can start reading before the full response finishes.

Email and contact tool blocks

When Ask Lev looks up a contact or retrieves email details, the results appear as structured tool blocks — distinct cards with the relevant information inline in the conversation. From a tool block you can start a new email compose directly in Outlook, pre-populated with the contact's address and any subject or body text the assistant drafted.

Voice dictation

Instead of typing, you can dictate your question or instruction using your microphone. Click the microphone icon in the Ask Lev input field, speak your prompt, and the transcription appears in the text box for you to review before sending.

File attachments

You can attach files to your Ask Lev conversation. The assistant reads the attached content and incorporates it into its response — useful for referencing a document, proposal, or report while asking a follow-up question.

FAQs

Q: Does the AI send the reply automatically?

A: No. The AI generates a draft that appears in the plugin. You copy it into your email client's reply composer and send it yourself. Nothing is sent without your review and action.

Q: What context does the AI use when generating a reply?

A: The AI uses the current email thread visible in your inbox and any notes recorded on the contact in Levitate. It does not access your full email history or other unrelated contacts.

Q: Can I use these features in both Gmail and Outlook?

A: Yes. AI features are available in both the Gmail and Outlook versions of the Levitate Email Plugin (v2), provided the Content Generation feature is enabled on your account.

Q: The Extract Action Items button is not visible in my plugin. Why?

A: The AI features require the Content Generation feature flag. If the button is missing, contact your Success Manager to confirm whether the feature is enabled on your account and that you are using plugin version 2.

Action Items on the Contact Timeline

Action items created through Extract Action Items are saved to the contact's timeline in Levitate and persist across page reloads. Each action item appears as a timeline entry showing the text of the action, the date it was extracted, and the email thread it came from. You can review all captured action items on the contact's profile without reopening the email plugin.

Contact History Tab

The Email Plugin now includes a Contact History tab alongside the Notes tab. The Contact History tab shows the full communication timeline for the contact you are currently viewing — emails sent, notes recorded, and action items captured — grouped by day. Use it to get context on your relationship with the contact without leaving your inbox.