Viewing and Managing Responses from Your Website AI Assistant

Once your Levitate Website AI Assistant is live on your site, visitors can chat with it, and their information flows straight into Levitate. This article covers where that information shows up, how to keep track of it, and how to turn it into action — tagging contacts, triggering automations, and getting notified the moment someone comes through.

Note: You'll need admin access on your Levitate account to view Assistant responses. If you're not sure whether you have admin access, reach out to your Levitate contact.

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

Why responses live in a survey, not just "the AI"

Your Website Assistant is built on top of a custom survey. This is intentional — it ensures the information visitors share is collected properly and stored securely in Levitate, rather than just being asked to an AI model where it might not be saved anywhere. Every Assistant has at least one intake survey behind it, typically a general intake survey, and that's where you'll find the responses.

Viewing responses in the Custom Survey Report

To see all of your Assistant's collected responses in one place:

1. Go to Reporting.
2. Choose Custom Survey Report.

Clicking into the report shows you each respondent, when they submitted their information, and the answers they gave. This typically includes their name, phone number, and email address (since that's how contacts are set up), along with responses to whatever questions your Assistant asks.

If you'd like a copy outside of Levitate, click Download Report to export the data as a spreadsheet to your computer.

Note: If you use multiple intake surveys for different kinds of outreach, each one will appear as its own named report here, so you can keep the responses separate.

Viewing full conversations in the AI Conversations report

A second place to review Assistant activity is the AI Conversations report, also found under Reporting. This shows the full conversation log with your Assistant, including visitors who asked questions but didn't complete the full intake survey.

This is especially useful for catching people who started the process but dropped off before finishing — you'll be able to see what they asked and may want to follow up directly. Anyone who does complete the full survey will show up here and in the Custom Survey Report.

Contacts are created automatically

Every time someone submits information through the Assistant's survey, a corresponding contact is automatically created in Levitate. There's no separate import step — as soon as the survey comes in, the contact is ready to work with.

Managing the survey behind your Assistant

Because the Assistant runs on a custom survey, you have full control over how those submissions are handled. To make changes:

1. Go to Surveys.
2. Find the survey connected to your Assistant.
3. Click the three dots menu next to it, then choose Edit.

Completion tags

Add a completion tag to automatically tag every visitor who completes the intake survey through your Assistant. This tag can be used to kick off an automation or simply to group and categorize those contacts for how you'd like to follow up with them.

Confirmation emails

The survey settings also let you configure a confirmation email — a notification sent whenever someone submits the survey. By default, the survey's creator (usually the admin or team member who worked with Levitate to build the Assistant) receives this email, but you can add as many recipients as you'd like.

Recipients don't need to be Levitate users — any email address can be added, and multiple people can receive the notification. Each confirmation email is a full digest of what the visitor submitted, including their name, email, phone number, and every answer they provided.

Quick reference