The AI workspace is the fastest way to get work done in Levr. Tell it what you need in plain language and it does the work for you: it reads your deals, businesses and lenders, takes action, and reports back. You can open it from any page and close it to land right back where you were.
Walkthrough
Click through the walkthrough above to see the AI workspace write a pipeline report, then follow the detail below.
How to open it
Click AI workspace at the top of the left menu. Close it any time and you return to the page you were on.
What you can ask it to do
Type a request, or start from one of the suggestions.
Start a deal. Describe the business and what it needs, and the AI sets up the project, runs matchmaking and creates the deals.
Write a pipeline report. Get a summary of what is moving, what is stuck and what needs you next.
Import your clients. Attach a file and bring your existing clients in.
Check a deal. Ask whether a deal fits a lender, what is missing, or whether it is ready to submit.
Quick actions
The left side of the AI workspace has shortcuts for common setup jobs:
Create business and Create deal
Receive leads via a link or via API
Set up my own lender
Add my colleagues
Connections
Your past conversations are listed there too, so you can pick up where you left off.
đĄ Every business, project and deal also has its own Ask AI panel at the top of the page. Use that when your question is about one record. Use the AI workspace for anything that spans your whole book.
Common questions
Q: Does the AI act on its own?
A: It works through the steps you ask for and shows you what it did. Review anything important, like answers it adds to an application, before you submit.
Q: Where does the information come from?
A: Your own data in Levr: your businesses, deals, documents and the lenders on the platform. Lender terms change, so check before you quote anything to a client.
Q: What happened to Ask AI?
A: Ask AI is still on every business, project and deal page. The AI workspace is the bigger version for work across your whole account.
Related
Creating a Deal on the Platform. The full deal flow, start to submit.
Are there training videos and tutorials I can follow?. Every walkthrough in one place.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
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Email us. contact@levr.ai
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