# Lifty AI

> 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.

Source: https://www.liftedwork.com/features/lifty-ai-assistant
Published: 2026-06-14
Updated: 2026-09-15

## AI That Already Has the Context

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.

## What Lifty Knows

Lifty reads the context your agency has already built:

- Each client's brand, website, services, and description
- Tasks, deliverables, and the full history of work delivered
- Emails and correspondence synced from Gmail or Zapier
- Client notes your team has left
- Google Analytics, Search Console, Google Ads, Meta, and Business Profile data, when connected
- SOPs and task templates

You never paste the client in. It is already there.

## What Lifty Does

- Summarize incoming emails for a client, or the work completed this week
- Draft client emails to the right contact
- Research a website, audit SEO, and extract brand colors, fonts, and logos
- Render branded PDF or HTML reports from your templates
- Create deliverables that move through your normal revision and approval flow
- Schedule tasks, post to a client's feed, browse the web, and generate images

## You Stay in Control

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.

## Where to Find It

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](https://www.liftedwork.com/how-tos/lifty-ai-sidebar) has more examples. Prefer your own AI tool? Connect Claude or ChatGPT through the [MCP integration](https://www.liftedwork.com/features/mcp-integration-claude-chatgpt).

## Frequently asked questions

### How is an agency AI assistant different from a general chatbot?

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.

### What agency work is a built-in AI assistant good at?

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.

### How do agencies control what Lifty can do?

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.