Levi in 15 Minutes: Your First Automation

Welcome to Levi.ai — your autonomous sales assistant designed to book appointments, follow up with leads, and grow your revenue while you focus on running your business.

In this quick guide, you'll set up your first automation in just 15 minutes — no coding or complex setup required.

⚡️ What You’ll Learn

By the end of this guide, you’ll know how to:

• Connect Levi to your calendar and inbox

• Train Levi on your brand voice and services

• Create your first automation flow

• Go live and start generating results

🧩 Step 1 — Create Your Levi Account

1. Go to app.levi.ai.

2. Sign up with your business email.

3. Choose your business type — for example, Fitness Studio, Salon, or Agency.

4. Levi will personalize your workspace automatically.

💡 Tip: You can invite your team later from Settings → Team Access.

🔗 Step 2 — Connect Your Tools

Levi integrates with over 1,000 platforms out of the box — from Google Calendar to CRMs and booking systems.

1. Open Integrations in your dashboard.

2. Choose the tools you already use (for example, Calendly, Google Workspace, ActiveCampaign).

3. Follow the on-screen prompts to connect them.

✅ Once connected, Levi will automatically sync your schedules, leads, and communication channels.

🧠 Step 3 — Teach Levi About Your Business

This is where Levi starts to sound like you.

1. Go to Brand Setup → Knowledge.

2. Add your:

   • Services or pricing information

   • FAQs (for example, “Do you offer trial sessions?”)

   • Brand tone (friendly, professional, confident, etc.)

3. Upload your logo and select your brand color. Levi uses it across chat and email responses.

💬 Pro Tip: The more you teach Levi about your business, the more natural and accurate its responses become.

🤖 Step 4 — Build Your First Automation

Let’s create your first workflow: a Lead Nurture Automation that books appointments for new inquiries.

1. Go to Automations → Create New.

2. Choose Template: Appointment Booking.

3. Customize:

   • Greeting message

   • Follow-up timing (for example, “2 hours after inquiry”)

   • Booking link or calendar source

4. Click Preview to test Levi’s conversation flow.

When satisfied, toggle ON to make it live.

🚀 Step 5 — Test and Go Live

Before fully launching:

1. Send yourself a test message or email to see how Levi responds.

2. Adjust tone, timing, or triggers under Automation Settings.

3. Enable Live Mode — Levi will now handle real customers.

🎉 That’s it — your first automation is live!

📈 What’s Next

• Create follow-up flows for no-shows or expired leads.

• Explore AI Skills to let Levi handle reminders, feedback, or surveys.

• Check Analytics to track Levi’s performance and conversion rates.

👉 See next: Customizing Levi’s Voice and Tone

🧭 Summary

Total: 15 minutes to your first automation.