levelpartner.ai
Help centre

The levelpartner.ai help centre

Practical guides for running a 10 to 250 person company on one platform: setting features up, using them well, and the operating questions that come with growth. 499 guides across 19 sections.

New on the platform

Latest & Greatest

The 50 most recent features added to the platform, newest first, from 25 July 2026 to 17 October 2026.

  1. Conversations

    Internal comments added by a workflow

    A workflow step can now drop an internal comment into a conversation. The contact never sees it, and anyone you @mention becomes a follower.

  2. WhatsApp

    A new WhatsApp template builder with live preview

    Write WhatsApp templates beside a live preview, with AI help in the tone you choose. Media URLs can now change for each contact.

  3. AI Studio

    Chat widgets built into AI Studio apps

    AI Studio, the platform's vibe coder, builds a native chat widget styled to match your site, with nothing extra to set up. A leads view lists who came in and how many were opened and handled.

  4. AI Studio

    Connect GitHub to AI Studio

    Link a personal or organisation GitHub account to keep AI Studio projects in sync, work alongside coding agents and preview every change automatically.

  5. Reporting

    Drill into the lead source report

    See which channels bring in revenue, then click any number to open the opportunities behind it. View value by status and filter for leads with no source, shown as N/A.

  6. AI Studio

    Analytics for AI Studio sites

    Every published AI Studio site now tracks page views, opt-ins and lead journeys on its own. There is no setup and no tracking code to add.

  7. AI Studio

    Take payments in AI Studio apps

    Connect your product catalogue and ask the agent to add payments. Your AI Studio app then accepts secure hosted payments.

  8. Conversation AI

    Audit logs for agent pauses and takeovers

    When someone pauses an AI agent or takes over its conversation, the audit log records what changed, who did it and why.

  9. Mobile app

    Internal comments from your phone

    Leave an internal note inside a conversation from the mobile app: tap the comment icon, @mention a teammate and post.

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  1. AI agents

    A public API for managed agents

    List, fetch and run your published managed agents through a public API, so agent conversations can live in your own apps, websites, backends and integrations.

  2. AI Studio

    Move existing projects to server rendering

    Upgrade an existing React project to server-side rendering from AI Studio to get server functions and secrets. It makes a separate upgraded copy, so the live site and its domains stay as they are.

  3. AI Studio

    AI Studio on every account, with access controls

    AI Studio, the platform's vibe coder, is now on every account. Permission controls let you choose exactly which users can open it.

  4. Calendars

    Ask the calendar assistant why a slot is blocked

    The calendar setup assistant now tells you why a slot, a day or a team member shows as unavailable, in a plain answer.

  5. Workflows

    Build workflows by asking Ask AI

    Describe a workflow to the built-in AI assistant and it builds or edits the whole thing, even when you ask from WhatsApp.

  6. Workflows

    Run a managed agent from a workflow

    A workflow action now hands a task to a managed agent, so dependable automation and AI reasoning run in one flow. Pass the agent a message and attachments.

  7. CRM

    Companies matched by email domain

    Contacts are linked to the right company automatically, using the domain of their business email.

  8. Phone

    Smarter local presence dialling

    For outbound calls, local presence dialling picks the best local caller ID, aiming for more answered calls, wider coverage and more control.

  9. Voice AI

    Speech-to-speech agents can now call out

    Speech-to-speech voice agents can place outbound calls from a workflow, for faster calls and smoother conversations at a lower cost at scale.

  10. Phone

    Transfer calls to teammates without a personal number

    Send a call to the right team member through the app, even when that person has no personal phone number.

  11. Voice AI

    A live speech model for voice agents

    Voice agents can run on a live speech-to-speech model. Callers can interrupt naturally, the agent listens in real time and the awkward pauses go.

  12. Ask AI

    Run several Ask AI chats at once

    The built-in AI assistant can work on several chats in the background, so you carry on while it finishes each task.

  13. Chat widget

    Spam protection on chat widget forms

    Chat widget forms now block spam on their own, without adding steps for the real visitors you want to hear from.

  14. Workflows

    Workflow action: analyse an image with AI

    A workflow action looks at an image with AI and turns what it sees into text the next steps can use.

  15. AI Studio

    Full-stack apps in AI Studio

    Build and ship full-stack web apps from a prompt, with server-side rendering, server functions and stored secrets.

  16. Workflows

    Workflow action: generate an AI image

    A workflow action creates custom AI images automatically, ready to use across your campaigns.

  17. Ask AI

    Video with voiceover from Ask AI

    Give the AI assistant a prompt and it produces a video with synced audio and a natural voiceover, right in the chat.

  18. Reporting

    Decide whether up is good on dashboard widgets

    Set for each metric whether an increase is good or bad, so trend indicators turn green or red the right way round.

  19. Email

    Restore an earlier template from the email AI chat

    Ask the email AI chat to bring back a previous version of a template. It comes with a faster, clearer email builder.

  20. Forms

    Zero-value checkout on forms

    Forms and surveys that sell products can complete an order with nothing to pay without asking for a card, so checkout is quicker.

  21. Voice AI

    Voice agents end spam calls on their own

    Voice agents spot spam, end unwanted calls and block repeat offenders, which saves call minutes. A hang-up prompt sets what the agent says before it ends a call.

  22. Workflows

    More AI models in the AI agent action

    The AI agent workflow action can use models from several AI providers, with more control over the model and its reasoning level.

  23. CRM

    Tag categories and colours

    Group contact tags into categories and give each a colour, so tags are quicker to find and recognise across the account.

  24. Email

    Email AI inside Ask AI

    Create, edit and preview email templates with the email AI without leaving the built-in AI assistant.

  25. QR codes

    Save QR codes to a phone wallet

    Add a QR code to Apple Wallet or Google Wallet, so it is always a tap away.

  26. Client portal

    Appointments in the client portal

    Your customers can view, book, reschedule, cancel and rebook their own appointments from the client portal.

  27. Voice AI

    Speech-to-speech voice agents in the chat widget

    The chat widget now supports speech-to-speech voice agents, for more natural voice conversations straight from your website.

  28. CRM

    A guided importer for moving from another CRM

    Bring contacts, companies, deals and notes over from another CRM together with their relationships, then check the import status report for each object.

  29. Ask AI

    Skills and connectors in Ask AI

    Connect apps to the AI assistant with connectors, and shape how it works with skills, all inside the chat.

  30. Funnels & websites

    YouTube Shorts links in the video element

    Paste a YouTube Shorts link into the video element and it plays in the builder, the preview and the published page, with no URL conversion.

  31. Funnels & websites

    Unpublish one page, keep the rest live

    Take a single page offline without unpublishing the whole funnel or website, for example to hide outdated content or pause a promotion.

  32. WhatsApp

    New contacts from WhatsApp usernames

    When someone messages you by WhatsApp username, they are added as a new contact automatically. The conversation keeps working and their number stays private.

  33. Phone

    Choose audio devices for the web dialler

    Pick which devices the web dialler uses for audio, and ring a headset and the computer speaker together on incoming calls.

  34. Mobile app

    Manage your conversation AI agent on mobile

    Switch the conversation AI agent on or off for each conversation and edit its settings from the thread, in the mobile app.

  35. AI Studio

    Workflow trigger: AI Studio form submitted

    A workflow trigger fires every time a connected AI Studio form is submitted, so follow-up starts straight away.

  36. Voice AI

    Voice agents send WhatsApp messages mid-call

    During a live call a voice agent can send a WhatsApp message, such as a booking or payment link.

  37. AI agents

    Three new connectors for agents

    Agents can now work with project management, scheduling and AI content tools through three new connectors.

  38. Conversation AI

    A prompt optimiser for conversation agents

    Run simulated customer chats against a conversation agent to find its weak spots, then let it improve the prompt. Scored versions sit side by side.

  39. Workflows

    Workflow action: associate records

    A workflow action links contacts, companies, opportunities and custom objects to each other by your rules, with no manual work.

  40. Ask AI

    Ask AI can work in your browser

    The AI assistant can control your browser, clicking, typing and navigating to finish a task you give it by chat or by voice.

Read the full platform changelog

All help centre sections

79 guides

Reporting and attribution

Setting up reporting and attribution and using it well.

77 guides

AI agents and AI for business

Setting up AI agents and chat and using it well.

62 guides

Email marketing

Setting up email marketing and using it well.

47 guides

SMS, WhatsApp and calls

Setting up sms and whatsapp and using it well.

35 guides

Funnels and websites

Setting up funnels and websites and using it well.

31 guides

Sales and pipeline

Setting up pipelines and using it well.

24 guides

Social media

Setting up social planner and using it well.

24 guides

Payments and invoicing

Setting up payments and invoicing and using it well.

20 guides

Automation and workflows

Setting up workflows and using it well.

18 guides

Scaling and operations

Setting up workflows and using it well.

17 guides

Real estate

Setting up CRM and using it well.

13 guides

Forms and surveys

Setting up forms and surveys and using it well.

12 guides

Calendars and booking

Setting up calendars and booking and using it well.

11 guides

CRM and CRM migration

Setting up CRM and using it well.

7 guides

Unified inbox

Setting up unified inbox and using it well.

6 guides

Affiliate management

Setting up affiliate manager and using it well.

6 guides

Mortgage brokers

Setting up CRM and using it well.

6 guides

Reputation and reviews

Setting up reputation and using it well.

4 guides

Memberships, courses and communities

Setting up memberships and courses and using it well.