Ask AI is built into every business, project and deal page. It already knows the record you are looking at, so you can ask a question or run a check without explaining the context. For work across your whole account, use the AI workspace.
Walkthrough
Click through the walkthrough above to see Ask AI on a deal, then read on.
Where you will find it
Business page: a brief on the client, with Review business, Find funding, Share access and Create a funding project.
Project page: where the funding need stands, which deals are stuck and what to do next.
Deal page: Check fit, Spot inconsistencies, Complete application and Check submission readiness.
AI workspace: anything that spans your whole account, opened from the left menu or with Cmd + I.
What you can ask
"Does this deal fit the lender's requirements?"
"What evidence do I need to resolve these inconsistencies?"
"What is still missing before I can submit?"
"Give me talking points for my call with this client."
"Which lenders fund equipment deals under $200,000?"
After each answer, Ask AI suggests follow ups that take you to the next check. Use History to reopen past conversations and New conversation to start fresh.
Tips
Ask on the right page. A question about one deal gets a sharper answer from that deal's Ask AI.
Keep going. It remembers the conversation, so follow ups do not need context.
Review before you share. Answers come from your data in Levr, but check anything before you put it in front of a client. Lender terms change.
Common questions
Q: Where did the Business assistant and Deal assistant go?
A: They are now Ask AI on the business and deal pages, with more built in checks.
Q: Can my clients use AI too?
A: Yes. The client portal home has its own AI assistant that helps clients finish their intake and applications.
Related
Can the AI compare commissions across lenders?. What the assistant will and will not answer about commission.
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