How to Use the Lifty AI Sidebar in Lifted Work

🤖 What Is the Lifty AI Sidebar?

The Lifty AI Sidebar in Lifted Work is a built-in chat assistant designed for agency admins and managers. It lets you use natural language to:

• Create tasks in bulk

• Generate milestones

• Draft personalized emails for clients

• Pull analytics on task volume and time spent

• Automate common workflows

It’s like having a highly contextual operations assistant at your fingertips.

🚀 How to Open Lifty

• Click the Chat icon in the bottom-right corner of Lifted Work

• This opens your most recent Lifty chat session

• Use the plus button (+) or “Switch Chats” to start a new one

• Lifty will ask, “How can I help?” and is ready to receive prompts

Note: Access is limited to Admins and Managers

🛠 What Lifty Can Do

You can ask Lifty to:

• Create single or recurring tasks

• Generate milestones

• Mark items as complete

• Draft client emails

• Pull task insights (e.g., total time spent on a type of task)

You can use mentions (@) to reference:

• Task templates

• Teammates

• Clients

This brings in prebuilt instructions and context automatically.

✅ Example: Create Recurring Tasks

Let’s say you want to create a weekly task:

“Create a task every Monday for the next 4 Mondays for @Negative Keyword Review assigned to @Emily for @Big Bold.”

• Lifty will:

  • Pull in the task template (if mentioned)

  • Use the assignee and client info

  • Create all 4 tasks with correct due dates

You can run this for anything—from ad reviews to blog edits to client check-ins.

🧱 Example: Create a Milestone

Want to create a milestone with natural scheduling?

“Create a milestone for SEO Overhaul for @Big Bold for next Friday.”

Lifty will:

• Schedule the milestone

• Attach it to the correct client

• Add it to their portal

You can then mark the milestone as complete via prompt or manually, and the client will see it reflected immediately.

📊 Example: Ask for Task Insights

You can ask:

“How much time did we spend on Google-related tasks for @Big Bold this month?”

Lifty will:

• Search completed tasks

• Group by keyword

• Show time averages, task counts, and totals

Use this to spot workload trends, justify time spent, or support performance reviews.

💌 Example: Draft a Client Email

Want to draft an outreach email?

“Draft an email for @Rimbaro Streetwear about the benefits of SEO. Make sure to use the client overview.”

Lifty will:

• Pull in the client contact name

• Pull in the user’s name (you) and agency branding

• Reference the client overview for relevant tone and details

• Generate a complete, personalized email

From there, you can:

• Edit or approve the draft

• Click Send Email

• The client will receive it with a magic link to view the update in their portal

Emails stay in draft mode until you choose to send them.

📇 How Does Lifty Know Who to Email?

Lifty pulls the recipient from your Client Contacts under Settings > Contacts.

Make sure:

• A primary contact is listed

• They have a name and email

• You’ve assigned them to the right client

Then, Lifty can route all client-facing emails correctly, with no extra input.

💡 Pro Tips for Power Users

• Use @task templates to reuse SOPs and instructions

• Use relative dates like “next Friday” or “every Monday”

• Add prompts inside task descriptions to run AI actions automatically when marked complete

• Ask Lifty for a summary of milestones due this week, tasks completed today, or anything else you need to stay in control

🧠 Why Use Lifty?

Lifty is more than just a chatbot—it’s an embedded AI assistant that:

• Knows your clients

• Understands your team

• Connects to task templates

• Automates your operations

• Speeds up your planning

And best of all, it works inside your existing workflow—no switching tools or losing context.