How to Use the Lifty AI Sidebar

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.

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

FAQ

Frequently asked questions

Who can use the Lifty AI sidebar?

Lifty is available to agency Admins and Managers. Employees and Workers do not see the AI sidebar, which keeps broader client and agency actions limited to roles that need them.

How does Lifty know which client I mean?

Open the sidebar from a client area or @mention the client in your message. Lifty can then use that client's profile and the records available to its tools, rather than relying on an ambiguous name in the prompt.

Can Lifty send a client email automatically?

Lifty can draft an email using the client's contacts and account context. Review the recipient, facts, tone, and links before sending so an automated draft does not become an unreviewed client communication.