An AI assistant that already knows your clients: their brand, work, emails, analytics, and history. Ask it to summarize, draft, report, or build the next task.
Open a chat with ChatGPT and you start with a blank prompt. Open Lifty and the client is already loaded. That is the difference. Lifty is built into Lifted Work, so it works from the same clients, tasks, emails, and analytics your team does.
Lifty reads the context your agency has already built:
You never paste the client in. It is already there.
You decide what Lifty can do alone and what needs review. Limit which tools it can use per task, keep client-facing work behind approval, and review anything before it reaches a client. Every action it takes is logged.
Lifty lives in a sidebar you can open from anywhere, and it picks up the context of the screen you are on. Open it from any client tab and that client is in context. The Lifty AI Sidebar how-to has more examples. Prefer your own AI tool? Connect Claude or ChatGPT through the MCP integration.
FAQ
An agency AI assistant can work from the client records, tasks, notes, communication, deliverables, and analytics already in the operating system. A general chatbot usually starts without that account context unless someone copies it into each conversation.
It is useful for gathering account history, summarizing recent work, drafting a client email, building a report, creating scoped follow-up tasks, and preparing first drafts. People should still make decisions and review client-facing results.
Lifted Work lets teams limit the tools available to an AI task, choose whether it runs automatically, and place work into a review and approval flow. Actions are tied to the user's agency and recorded in the work history.
Build reusable task blueprints with human instructions, AI prompts, and after-completion chaining.
02
See assigned hours per person per day, spot who is overloaded before deadlines slip, and rebalance work in a few clicks.
03
Lifty is a built-in chat assistant for agency admins and managers. Create tasks, generate milestones, draft emails, and pull analytics from a single sidebar.
04
Sequence AI tasks so each one builds on the last. A draft created in one task carries to the next, where AI revises it, adds images, or reviews it before a client ever sees it.
