# An AI agent for small business teams

> Invite teammates, share workspaces, set roles and keep control with approvals that run outside the model for new recipients, payments and deletions.

The agent talks with the business owner and acts on the business’s channels. Teammates work in the shared workspace with roles you set, and the rules that need a human yes are enforced by the system, not by the model.

## Invite and assign

Invite teammates, set their roles and assign them work by text or in the app.

## Approvals outside the model

New recipients, payments and deletions wait for approval in code the model cannot skip.

## Shared workspaces, one agent

Be in as many workspaces as you need and invite people by email, phone or a friend’s name. Your agent works in all of them, and private projects stay private. A team vault and an audit log are planned.

## What it does

- **Invite teammates and set roles**. Works in app.lvlz.ai, iMessage. Example: “Invite sarah@acme.com as an admin”.
- **Shared workspaces: invite people in, and one agent across all your workspaces**. Works in app.lvlz.ai, iMessage. Example: “Make a shared workspace for the wedding with Dana”.
- **Approvals outside the model: new recipients, payments, deletions**. Works in app.lvlz.ai, iMessage.
- **Money summary: income, what's owed, cash and tips, daily or weekly by text**. Works in app.lvlz.ai, iMessage. Example: “How much did I make this week?”.
- **Get paid by your clients: a pay page per request, cards through your Stripe or Morning, or bank transfer and Bit**. Works in app.lvlz.ai, iMessage. Example: “Connect my Stripe so clients can pay by card”.
- **Quotes your clients accept online, with a deposit asked right away**. Works in app.lvlz.ai, iMessage. Example: “Quote the Levi kitchen: cabinets $4,800, install $900, 30% deposit”.
- **Invoices and receipts in your client's language, and legal Israeli tax documents through Morning or iCount**. Works in app.lvlz.ai, iMessage. Example: “Make a receipt for the Cohen payment”.
- **Public booking pages: clients book appointments, the agent manages them**. Works in app.lvlz.ai, iMessage. Example: “Make me a page where clients book appointments”.

## Frequently asked questions

### Who can text the agent?

The agent talks only with the account owner. It can act on the business’s connected channels, such as sending email from Google.

### How do approvals work?

Some operations always wait for a yes, and you can turn individual rules on or off in your approval settings.

### Which plan includes teams?

The Business plan at $149 per month.