How to Use the Lifty AI Sidebar

1 What Is Lifty?

Lifty is a built-in AI chat assistant available to agency admins and managers. You can use it to:

• Create single or recurring tasks
• Create milestones for client projects
• Draft emails to client contacts
• Pull analytics on task volume and time spent
• Mark tasks and milestones complete

2 How to Open Lifty

In the bottom-left corner of any page, you’ll see three floating buttons:

• @ icon: mentions and notifications
• People icon: team chat conversations
• AI icon: Lifty AI assistant (only visible to Admins and Managers)

Click the AI icon to open the Lifty panel. It slides up with your most recent AI chat session, or starts a new one. The panel header shows “Lifty AI” at the top.

3 Using @Mentions

Type @ in your prompt to reference:

• Task templates: Lifty applies the template’s time estimate, instructions, and settings
• Teammates: assigns work to the right person
• Clients: associates tasks with the correct client

4 Example: Create Recurring Tasks

Create @Weekly Client Check-In every Monday next month for @ClientName assigned to @TeamMember

5 Example: Create a Milestone

Create a milestone called “Website Launch” for next Friday for @ClientName

6 Example: Ask for Task Insights

How many hours were spent on SEO tasks for @ClientName last month?

7 Example: Draft a Client Email

Draft an email to @ClientName about the monthly report

Lifty pulls recipient info from Client Contacts (set up in the client’s overview). You’ll choose the recipient from the contact list when sending.

8 Tips

• Use task templates with @mentions for consistent output across clients
• Use relative dates like “next Monday” or “last day of the month” instead of specific dates
• Ask for milestone summaries to get a quick status overview for client updates
• For recurring scheduling patterns, see the AI Task Scheduling guide
• To connect Claude or ChatGPT to Lifted Work for a similar AI experience outside the app, see MCP Integration