New in Levitate: AI Tools Built Around the Work You Already Do

Levitate has introduced four new AI-powered features designed to streamline workflow and reduce administrative burden for professionals.

Meeting Prep

This feature integrates with your calendar to deliver pre-meeting briefings containing client details and relationship context already stored in Levitate. Users receive relevant information before calls without extensive manual preparation.

Setup instructions are available in the Meeting Prep Help Center article.

Keep in Touch Agent

The agent identifies priority contacts worth reconnecting with based on user-defined criteria. It explains why each contact appears on the list and suggests message openings, eliminating manual contact list review.

Full setup details can be found in the Keep in Touch Agent Help Center article.

Email Exec Assistant

This tool filters incoming emails against user-set priorities and surfaces important messages in a single brief. The assistant provides context and drafts potential replies for review and editing.

Guidance is available via the Email Exec Assistant Help Center article.

Levitate MCP Server

The MCP server connects Levitate to Claude and ChatGPT, enabling users to query contacts, notes, and timelines without switching applications. Supported actions include drafting emails and social posts.

Connection instructions for both Claude and ChatGPT are provided in the help documentation.

Call to Action: Users can book a demo or contact support for feature access and setup assistance.