May brought several helpful updates across Levitate, from upgraded AI tools to better support for nonprofits and improved contact management. Whether you're drafting content, organizing policies, or engaging with donors, these updates were designed to make your workflow easier and more effective. Let’s take a look at what’s new:

💬 AI Chat Assistant Just Got Smarter

Levitate’s AI assistant has been upgraded to feel more like the ChatGPT experience you’re already familiar with. Now, it’s more conversational, iterative, and user-friendly, allowing for better collaboration and easier editing.

You can now:

• See a running history of your prompts, responses, and edits
• Interact in a more intuitive chat format when creating or refining content
• Use smarter, more flexible AI suggestions to write and refine email templates, social posts, blogs, and Google review replies
• Preview the original and edited versions before applying changes

Whether you're creating from scratch or refining your drafts, the new design makes AI a more powerful part of your daily workflow.

📋 Policy Board Enhancements

We’ve added three new fields to the Policy Board to give you more flexibility and control:

• Commissions: Track commission amounts per policy
• Policy CSR: Assign the person managing general outreach
• Policy Producer: Tag the producer responsible for renewals or upsells

These fields can be added manually or via spreadsheet import.
Additionally, you can now tag policies with the carrier (e.g., Erie, State Farm) on the contact profile, making it easier to segment and personalize your messaging.

👥 Support for Contacts with the Same Email Address

Clients asked for more control when managing contacts that share an email address and we listened.

Now, you can:

• Create multiple contacts with the same email manually
• Avoid auto-merging by assigning each one a unique internal ID
• Choose whether to send emails to both contacts or just one

This is especially useful for couples, shared inboxes, or financial accounts that require individual tracking and communication.

💸 New Donation Summary Merge Field

For nonprofits and donation-based organizations, we’ve introduced a new merge field: {{Donations}}. This allows you to send personalized summaries of selected donations directly from the Donation Board, perfect for:

• End-of-year tax letters
• Campaign updates
• Personalized donor acknowledgments

The merge field displays a summary table with donation dates, amounts, and totals. Just note: it only pulls from the donations you manually select, not the full donation history.

📱 Text Registration: A Quick Reminder

If you're submitting your website for text registration through Levitate, Twilio has tightened up its approval process. Make sure your opt-in language and privacy policy meet their latest standards. For best results, follow the approved wording in our updated Help Article. It can help avoid delays and get your registration approved more quickly.

That’s a Wrap!

Each of these updates was built with our customers’ feedback in mind. Whether it’s streamlining donor outreach, personalizing policies, or creating content more efficiently with AI, these new features are designed to help teams get even more value from Levitate.

Need help with any of the above? Reach out to your Success Specialist, our support team, or visit the help center for guides, demos, and support.

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