August 2026 Releases
Table of Contents
August 28
Image Library
You can now store images in a shared library and reuse them across emails, signatures, newsletters, social posts, and blogs without re-uploading from your computer each time. Images you upload to any content surface are automatically saved to the library, and a My Images tab in the image picker lets you find and reuse them anywhere.
Audience Per Campaign
When scheduling a set of AI-suggested campaigns, you can now assign a different audience to each email instead of sending every message to the same list. Each campaign shows its audience as tags you can adjust inline, and a per-campaign filter editor gives you the full set of targeting options scoped to that one send.
Ask Lev Conversation History
Ask Lev now keeps a history of your conversations, available from the drawer. You can browse previous chats, resume any of them, and rename conversations to keep track of what each one covers. New conversations are created when you send your first message, so abandoned sessions no longer leave empty entries in your history.
Browse All Tags
A Browse All Tags link in the Select Recipients sidebar opens a searchable drawer listing every tag on your account in alphabetical order with infinite scroll. You can find and add tags to your recipient filter without needing to know their exact name ahead of time.
Blog Reporting
A new Blogs page in Reporting lists every scheduled and published post with its status, dates, and author. You can filter the list, click through to edit any post directly, and access a link to your XML feed from the same view.
Email Exec Assistant Dashboard Card
The dashboard now includes a card for Email Exec Assistant showing its current state. If Email Exec Assistant is not configured yet, the card walks you through getting started; once it is live, the card reflects its active state.
Social Post Mentions
The mention picker in the social post composer now shows options for each platform separately, with a preview of how each mention will appear in the published post. Instagram and LinkedIn now support mentions in the composer alongside the platforms that already had them.
Template Customization Safeguard
Templates that include a required-customization notice now block sending or posting until you remove the notice. When you try to send, a prompt explains what to update, so the reminder stays as instructions rather than going out as part of your message.
Agent Builder Confirmation Cards
When the Agent Builder needs your approval before completing a setup step, it now shows a card listing what it plans to do with Approve and Decline buttons. Your answer is saved to the conversation, so the card will not prompt you again after a page refresh.
Google Business Connected Locations
The Google Business integration page now lists all connected locations and shows a warning if any location has stopped syncing. If a connected location is not actively importing, you will see a flag so you can investigate and resolve it.
Blog Authoring via MCP
The Levitate MCP server now includes tools for blog authoring. You can search posts, create drafts, update content, schedule, and cancel blogs through any MCP-compatible AI assistant. Previously only blog settings were available over MCP.
Custom Key Date Import Mapping
CSV contact imports now support mapping columns directly to custom key date cards on your databoard. Previously only built-in key date types were available as mapping targets; now any custom card you have configured appears as an option when setting up your column mapping.
Policy Board Export Contact Details
The policy board export now includes Email and Phone columns for each contact, appearing after the Company column. You can reach contacts directly from the downloaded file without needing to look up their details separately.
Compliance Action Links
When a compliance review rejects work, the action-needed notification now shows a link specific to the type of content that was rejected. The link takes you directly to the relevant place to review and address the rejection.
Delete Key Facts by Tag
You can now scope a bulk key fact deletion to specific tags rather than clearing that fact from every contact in your account. Select the tags you want to target and only contacts carrying those tags are affected — the rest of your account is left untouched.
August 21
AI Email Campaigns
You can now build an email campaign by describing what you want to send. Levitate walks you through four steps — your prompt, the audience, the schedule, and a review grid where you can edit or remove individual emails before anything goes out. Each account gets a monthly allowance of AI-generated campaigns, and web search is off by default. You can build a campaign for individually selected contacts as well as a filter-based audience, and a scheduling lead time makes sure the AI has long enough to prepare each send. Contact us to have AI Email Campaigns enabled for your account.
Anonymous Donations on Donation Surveys
Donors can now give without sharing their name. Enable Allow anonymous donations on a donation survey and donors will see a "Make my donation anonymous" checkbox — when checked, only an email address is collected for the tax receipt. Anonymous gifts appear as "Anonymous" in donation reports and on the Donation Board and are never stored in a way that turns up in search.
Donation Merge Fields and Roll-Ups
Two new merge fields — {{last donation amount}} and {{last donation date}} — are now available in the Donations section of the merge field dropdown. Donation totals also roll up to the household on the contact profile and to the company on the company profile, covering donations you've already imported with no re-import required.
Automatic Event Check-In Tags
When you check a registrant in to an event, Levitate now applies an Event Check-In tag automatically — so following up with attendees who actually showed up is a single filter away. Undo a check-in and the tag is removed. Applies to primary registrants going forward; past check-ins are not backfilled.
Team Meeting Booking in the Assistant
The Levitate assistant can now book team meetings using the same in-chat scheduling flow it uses for one-on-one meetings, so you can set one up without leaving the conversation.
Email Templates in the Outlook Plugin
The Outlook compose pane now includes a Templates card. Browse your Levitate email templates, preview one with merge fields filled in from your draft's recipient, and insert it directly into the draft. Requires a current version of Outlook.
Bulk Delete on Opportunity Boards
Select cards in table view and use Delete in the action bar, or empty a whole column with Delete all cards. Deletion is permanent — you'll be asked to confirm before anything is removed.
Filter Contacts by Job Title
You can now filter contacts by job title in advanced search. The filter matches from the beginning of the title and is available in the People page filter drawer and when choosing campaign recipients.
Shareable Email Report Links
Email report filter selections are now reflected in the page URL, so you can bookmark a filtered view or share it with a colleague. A shared link always opens on the filters you had applied, not the recipient's own saved filters.
Household Details in Recipient Lists
Hovering the info icon on a household row in a campaign recipient list now shows each member's name and the email address the campaign will send to — an easy way to confirm who's included before sending.
Engagement Rates on Contact Profiles
The History tab on a contact profile now shows that person's engagement at a glance — Opened, Clicked, and Replied percentages, with the underlying counts on hover.
File Deletion Permissions and Protected Files
Deleting a shared file is now governed by a Files.Delete permission — on by default and configurable per User Group. Files that an active template or automation depends on are protected and cannot be deleted, so a live campaign won't lose its attachment.
File Request Improvements
Contacts can now submit files to a file request link more than once — each new submission is added alongside the files you already received rather than replacing them. Once a contact has submitted a file, they can no longer delete it, so nothing you have been sent disappears. File requests can also be sent through a texting campaign now, not just by email.
New Newsletter Fonts
Playfair Display and Raleway are now available in the HTML newsletter font picker. Both fonts include fallbacks for Outlook on Windows, so your message renders cleanly across email clients without falling back to unexpected defaults.
Typeable Date Range Fields
You can now type dates directly into date range pickers instead of clicking through months one at a time. This makes it much faster to filter reports and boards by a date range that is more than a few months back.
5-Minute Meeting Buffer
A 5-minute option is now available in the meeting buffer setting under Personal Settings. If you need just a short gap between back-to-back meetings, you no longer have to settle for a 10-minute minimum.
AI Assistant Memory
Your AI assistants now remember key facts across conversations. After a session, the assistant notes what it learned from what you typed and applies it silently in future conversations, so you do not have to re-explain your context each time.
Google Local Services Ads Reporting
You can now connect your Google Ads account to Levitate and report on your Local Services Ads performance. Spend, impressions, clicks, leads, and cost-per-lead are all surfaced once you connect, following the same self-service connection flow as Meta Ads reporting.
Levitate Websites
Levitate Websites now track visitor activity on your published site. Visit counts, unique visitors, bounce rate, exit rate, and Core Web Vitals are recorded automatically. You can also connect your own Google Analytics 4 property to send the same visitor data through to GA4. And a visitor who lands on a URL that does not exist now sees your site's own header, footer, and navigation with a link back to the homepage, instead of a bare error message.
Improved Social Mentions
When composing a social post, typing @ now returns up to ten ranked Facebook Page options so you can choose the right one when multiple Pages share a handle. Instagram and LinkedIn posts now also support @mentions, where they had none before.
Meta Lead Form Answers Captured
Answers to custom questions on your Meta instant forms are now saved to the opportunity when a lead comes in through Meta lead ads. Previously only standard fields like name, email, and phone were captured; now your custom question answers appear in the opportunity's Details so nothing from the form is lost.
Email Exec Brief Conversations
You can now ask follow-up questions about a delivered Email Exec brief directly from the brief view. A conversation scoped to that brief lets you go deeper on its content without starting a fresh AI session from scratch.
August 14
Refreshed Company Profile Page
We've updated the company profile page to match the look and feel of the contact profile. You'll now see the same tab structure (with icons and a sticky header), a scrollable detail column, and consistent inputs throughout — including a redesigned country picker that also appears on donation and custom survey forms. Donation rows in the Data Boards tab are now clickable, opening the full donation record directly.
Evening Delivery for Meeting Prep Briefs
A new Deliver control in Meeting Prep settings lets you choose "Evening before" to receive your prep brief the night before your meetings, in addition to the existing "Morning of meeting day" option. The send-time picker, weekend settings, and Last Delivered line all adapt automatically to the mode you select.
Donation History on Company Profiles
Company profiles now include a Data Boards tab showing rolled-up donation history from all contacts linked to that company. You can also add a new donation directly from the company view — the donor picker is scoped to contacts at that company.
AI Assistant Available on More Pages
The Levitate AI assistant drawer is now accessible on 11 additional pages, including recently viewed emails, recent meetings, keep in touch, upcoming key dates, CSV import, team meeting links, managed accounts, and user and group management. No setup required.
August 7
Attaching Files to Emails
Files can now be attached to emails in the Levitate composer via drag-and-drop or the attachment button. Attachments appear as color-coded file chips, and Send is disabled automatically when the size limit is exceeded.
Multiple Shared Mailboxes
Users can now connect more than one shared mailbox to their account. The Send from dropdown in the campaign composer lists all configured shared mailboxes. Note: the default send-from address is always your primary address — a shared mailbox must be explicitly selected each time.
File Attachments in Text Messages
Files — documents, PDFs, and images — can now be attached directly to individual text messages. Files exchanged via text are automatically saved to the contact's Files tab.
File Activity on the Contact Timeline
The contact timeline now records file send and delete events. Shared files can be permanently deleted (applies across all contacts the file was shared with). Send Files links can now be scoped to a household so all household members share one download link.
AI Content Refinement in Campaign Suggestions
After Levitate generates a Campaign Suggestion, you can now fine-tune the wording using the Edit with AI refinement panel — type plain-language instructions, preview in real time, and accept or discard. Requires AI Content Calendar.
Blog Post Preview
A Preview button in the blog composer shows how a draft will look on the live hosted blog page. Available on Levitate-hosted blog accounts.
External Calendar Overlay on My Calendar
Users with a connected Google or Microsoft calendar can now overlay those external events on the My Calendar view. External events appear as grey blocks. When viewing a teammate's calendar, their events show as Busy blocks only to preserve privacy.
Renewal Automation Enhancements
Three improvements to renewal automations: each email step can now send from the Policy Owner, CSR, or Producer; a new exit condition automatically stops outreach when a policy is canceled; and dashboard card filtering now covers a broader set of policy fields.
Schedule a Meeting — Add Teammates at Booking Time
When booking a meeting, signed-in users can now add up to three colleagues on the spot without needing a separate pre-configured meeting link.
NPS Category Auto-Tagging from Surveys
Surveys with an NPS question now automatically apply one of three category tags to respondents: NPS: Promoter (9–10), NPS: Passive (7–8), or NPS: Detractor (0–6). Tags update automatically on resubmission.
Personal API Keys
Any user can now generate personal API keys scoped to their individual account, regardless of admin status. Managed separately from org-level keys under Settings → API Keys → Personal.
Meeting Prep — Downloadable Documents
The Meeting Prep agent can now generate PDF, PowerPoint, and Excel document artifacts attached to the morning brief — up to 3 per run. Not available for HIPAA accounts.
Salesforce Integration — Account Field Tags
Fields from the Salesforce Account object can now populate tags (and date fields as Key Facts) on all contacts linked to that account. Contact record type only — contact your Success Specialist to enable.