# LVLZ

> Your agent: a CRM you run by talking. Guides for every live feature of LVLZ.

- [Welcome to LVLZ](https://docs.lvlz.ai/index.md): Your agent: a CRM you run by talking. Tell it what happened, and it keeps your clients, work and business in order.
- [Sign up](https://docs.lvlz.ai/get-started/sign-up.md): Start with one WhatsApp message. Your phone number is your account.
- [Your first day](https://docs.lvlz.ai/get-started/first-steps.md): What to say to your agent in the first few minutes, and what it sets up for you.
- [The web app](https://docs.lvlz.ai/get-started/web-app.md): app.lvlz.ai shows everything your agent made, and lets you do it all by hand too.
- [Talking to your agent](https://docs.lvlz.ai/agent/talking.md): Text, voice notes, photos, files and phone calls, all on one number with one memory.
- [Memory](https://docs.lvlz.ai/agent/memory.md): Your agent remembers what matters to you, and you can see, edit and export all of it.
- [Approvals and undo](https://docs.lvlz.ai/agent/approvals-and-undo.md): What your agent asks before doing, and how to put anything back.
- [Personalize your agent](https://docs.lvlz.ai/agent/personalize.md): Give your agent a name, a look, a personality and a voice.
- [Reminders and routines](https://docs.lvlz.ai/agent/reminders-and-routines.md): Reminders, scheduled briefs and check-ins your agent sends on its own.
- [Workflows](https://docs.lvlz.ai/agent/workflows.md): Chain steps together into automations that run on a schedule, on demand or when something happens.
- [Browser tasks and vault](https://docs.lvlz.ai/agent/browser-and-vault.md): Your agent can use a browser for you: bookings, forms and shopping, with your details kept in an encrypted vault.
- [Tables and records](https://docs.lvlz.ai/crm/tables.md): A CRM built to your business: your own tables and fields, filled by telling your agent what happened.
- [Trade kits](https://docs.lvlz.ai/crm/trade-kits.md): A ready-made CRM for your trade, plus packages, stock and delivery routes.
- [Live client links](https://docs.lvlz.ai/crm/client-links.md): Send a client a page that follows their delivery, order or project and updates itself.
- [Import your data](https://docs.lvlz.ai/crm/import.md): Bring in spreadsheets, or move everything over from monday.com, Airtable, GoHighLevel or another assistant.
- [Tasks and projects](https://docs.lvlz.ai/work/tasks-and-projects.md): Tasks, subtasks, projects and views, managed from a message or in the web app.
- [Calendar](https://docs.lvlz.ai/work/calendar.md): One calendar for everything: events, tasks, appointments, payments, posts, reminders and routines.
- [Documents and files](https://docs.lvlz.ai/work/documents-and-files.md): Quotes, contracts, Excel, Word and PowerPoint files in your brand, with versions, e-signatures and document requests.
- [Quotes, invoices and payments](https://docs.lvlz.ai/business/payments.md): Get paid by your clients: payment links, quotes with deposits, invoices, receipts and a money summary.
- [Booking and landing pages](https://docs.lvlz.ai/business/booking-and-landing-pages.md): Public pages where clients book appointments or leave their details, connected to your CRM.
- [Unified inbox](https://docs.lvlz.ai/business/inbox.md): Messages from every channel in one place, with team notes, tickets and quick actions.
- [Team, workspaces and friends](https://docs.lvlz.ai/business/team-and-friends.md): Invite teammates, share workspaces and let your agent talk with your friends' agents.
- [Social media](https://docs.lvlz.ai/marketing/social.md): Connect your social accounts, let your agent write and schedule posts, and answer comments with auto-replies.
- [Business WhatsApp](https://docs.lvlz.ai/marketing/business-whatsapp.md): Connect your business's WhatsApp number and let your agent answer your customers.
- [Ads](https://docs.lvlz.ai/marketing/ads.md): Connect your ad accounts, see every campaign in one place and launch ads with your OK.
- [Your website and store](https://docs.lvlz.ai/marketing/websites.md): Connect Wix, Webflow, WordPress, Shopify, WooCommerce or HubSpot: blog posts, ad pixels and store orders.
- [Connected accounts](https://docs.lvlz.ai/connect/connected-accounts.md): Social, ad, website, store and Business WhatsApp accounts: how many your plan includes and how to add more.
- [Tools and MCP servers](https://docs.lvlz.ai/connect/tools.md): Connect Notion, Linear, Stripe, GitHub and other tools, or any MCP server, so your agent can work in them.
- [Use LVLZ from AI apps](https://docs.lvlz.ai/connect/mcp-server.md): Connect LVLZ to Claude, ChatGPT, Codex, Claude Code, Grok or Cursor over MCP.
- [Plans](https://docs.lvlz.ai/billing/plans.md): A 7-day free trial, then Personal, Pro or Business. One subscription covers your system and your agent.
- [Monthly usage](https://docs.lvlz.ai/billing/usage.md): One monthly usage covers messages, calls, browsing and files. No separate message limits.
- [Security and privacy](https://docs.lvlz.ai/security.md): How LVLZ protects your account, your vault and your connected services.
- [FAQ](https://docs.lvlz.ai/faq.md): Short answers to common questions about LVLZ.


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