Skip to main content
You don’t need to learn LVLZ. Talk to your agent the way you’d talk to an assistant who just started working for you.

​
Say what you do

Tell your agent your trade and it sets up a ready-made CRM for it on the spot: the tables, fields and statuses a business like yours needs.
  • “I’m a hairdresser, set me up”
  • “I run a cleaning company with 4 employees”
  • “I’m a freelance designer”
Ready-made setups exist for beauty, hair, couriers, cleaning, home services, trainers, photographers, designers, interior designers and tax advisers. For anything else, your agent builds tables to fit. See Trade kits.

​
Tell it what happened

From here on, just tell your agent what’s going on. It works out where things belong.
  • “New client Dana Levi, 054-1234567, wants a kitchen quote”
  • “Remind me to call Dana at 4”
  • “Make a quote for Acme: 3 hours of design at $120”
  • “What’s on my plate today?”
After each change your agent tells you what it added, so you always know what’s in your system.

​
Set your workspace

  • “Set my time zone to New York”
  • “Rename my workspace to Levi Design”
You can also change the name, color and time zone in the web app under Settings.

​
Next

The web app

See everything your agent made.

Talking to your agent

Voice notes, files and calls.