Do you want to make sure that your sales process in Livespace is set up correctly? Compare the work of your salespeople, prepare for a client meeting without digging through sources, or write a follow-up in a few seconds?
Livespace gives you a set of AI tools that do exactly that. Check your process configuration and receive recommendations for changes, see which stages are worth your attention, turn notes into tasks and summaries, get a ready-made briefing on any company, and draft emails directly in the deal. Below you will find out what each tool does, how to enable it and what the usage limits are.
In this article:
How to activate AI Agents
To enable AI Agents, go to Account Settings → AI Agents.
Use the toggles to choose which analyses should be available on your account (only account Admin can manage these settings):
Email Writer (AI Email Writer)
An experimental feature (Labs). It creates emails tailored to the recipient’s communication style and language — directly in the email sending form on a deal.
Launching the assistant
Open a deal and go to the Send email tab.
Click the AI Email Writer icon in the bottom left corner of the form (the pen-with-a-star icon, next to the paperclip).
A prompt field with an example hint appears above the toolbar.
Generation settings (optional)
Click the sliders icon on the right side of the prompt field to open the Settings panel:
Language — Detect automatically by default; available options: English, Spanish, Polish, German, French, Romanian.
Tone — Automatic (default), Formal, Neutral, Informal.
Length — Short, Standard (default), Detailed.
At the bottom of the panel you can see the counter of analyses available in the current month.
After a message has been generated, the panel shows the settings that were actually used (e.g. the detected language and tone).
Generating a message
In the prompt field, describe the message you want to write, for example: “Write a follow-up after yesterday’s phone call, propose an online meeting next week and highlight the benefits of a well-organized sales process.”
Click the ↑ arrow to send the prompt.
While the message is being generated the button changes into ■ — click it to stop.
The assistant fills in:
the subject of the message,
the body in the editor (you can keep editing it manually),
a note below the message — hints about what is missing (e.g. the name of the contact person) and a reminder: “The AI Assistant can make mistakes. Check the content of the message before sending it.”
Refining the message
After the first generation the prompt field stays active — type another instruction, for example “Shorten the message and add a clear call to action at the end.” The assistant will rewrite the message (including the subject).
Next to the prompt field you will find:
↺ Undo — restores the previous version of the message,
↻ Redo — returns to the newer version,
sliders — the settings panel,
↑ — sends the next instruction.
Undo and redo do not consume the analysis limit.
When the message is ready, fill in the recipient (To:) and click Send email — sending works as usual, the assistant does not send anything by itself.
Usage limits
Every account has a monthly pool of analyses (200 analyses per month).
Every generation and every refinement uses 1 analysis. Undo/Redo are free.
You can check the state of the pool in the assistant’s Settings panel: “X of 200 analyses available this month.”
The pool is renewed every month.
Good practices and limitations
Give context and a goal in the prompt (what you are writing about, what the recipient should do) — the more specific you are, the better the first draft.
Always read the message before sending it. The assistant flags gaps itself (e.g. an unknown contact name), but responsibility for the content stays with the sender.
Company Researcher
The agent analyzes a company and delivers key information that helps you make faster and better decisions, without manually searching through sources before a conversation with a client.
The Company Researcher collects publicly available information about a company and presents it as a ready-made briefing: a description of its business plus 8 thematic sections:
customers,
competitors,
business partners,
company profile,
business reports,
products and services,
culture and values,
regulations and certificates.
Each section comes with the sources the data was taken from, so you can quickly verify it before talking to the client.
To run the Company Researcher:
Open the company profile.
Click the agent icon next to the company’s basic details.
The result appears in a window where you can refresh the analysis or publish it as a regular or pinned note.
Usage limits (per user/month)
Base — 50
Automation — 50
Growth — 50
Note Insight - AI suggestions and summaries in notes
Discover AI in the Livespace notes system. Thanks to AI-powered features you gain new ways to improve your work with notes. We present two key innovations: AI suggestions and AI summaries.
AI suggestions
The AI suggestions feature automates task creation based on the content of a note. Simply click the Suggest actions button and the system will generate proposed tasks.
Important: the AI suggestions feature covers notes and calls. It is not available for emails. It is available on the dashboard as well as from contacts and deals.
How does it work?
When you click a suggestion, the system opens the standard task creation form with pre-filled fields such as the task title or the date.
You can rate each suggestion with a thumbs up or thumbs down, which lets you assess the value of the proposals on an ongoing basis.
Keep in mind that if a note lacks sufficient content (for example very short entries limited to a single letter or word), the AI button will not be displayed.
AI summary
This feature automatically summarizes longer notes into concise key points. Ideal for anyone who wants to quickly grasp the most important information without reading the entire note.
Important: the feature works only for notes longer than 200 characters.
Data security
Livespace takes care of the security of your data.
The content of notes is sent via API to an external company (OpenAI) solely for the purpose of generating suggestions or summaries.
The data sent is not used to train AI models.
Before you use the feature for the first time, the system displays a warning message and asks you to confirm your consent.
If your company’s security policy does not allow the use of such tools, you can disable the availability of the feature for users.
Usage limits (per user/month)
Base — 50
Automation — 100
Growth — 2000
Process Steps Analysis
The analysis checks how your team uses the steps in the sales process, points out the elements worth a manager’s attention and suggests changes to their configuration.
To run the Process Steps Analysis:
Go to Statistics → Performance → Activity analysis → Conversion to the next stage.
Click the Create activity analysis button in the top right corner.
After about 60 seconds a window with the activity analysis appears, in which the AI agent points out the actions worth checking and presents suggested changes in the Summary section.
Usage limits (per user/month)
Base — 10
Automation — 10
Growth — 10
AI features are a step forward towards more effective sales management. Improve the way you work with Livespace.