Ask about a deal, lender, document, or workflow and get an answer grounded in Lev records.
Responses point back to the records and documents behind the answer.
The agent uses the same permissions, deal state, and context as the workspace.
Move from an answer into a draft, checklist, campaign, update, or next step without leaving the workflow.
Users can see what the agent is preparing before it changes anything.
Drafts and recommendations return to the Lev app where the work belongs.
Keep humans in control of sends, updates, and external work while reducing the manual setup.
Outbound communication and workflow changes wait for approval.
Agent runs keep sources, tool calls, and decisions traceable.
Users can inspect the records and files behind the response.
Drafts, sends, and updates can require approval before execution.
Sources, tool calls, and outcomes remain visible for operators.
