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The Lift AI assistant is a portfolio assistant: it answers questions about your LiftAI data and about how to use the platform. This article explains the kinds of questions it’s built for and where its limits are. It’s a consultant feature.
If you don’t see Ask Lift AI in the top bar, the assistant isn’t enabled for your account. See Ask the Lift AI assistant a question and Get help.

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What it can help with

The assistant works across your portfolio data, including:
  • Tickets and callbacks — for example, which elevators missed maintenance last month, or callback-rate trends for a property over the past 12 months.
  • Invoices — questions about what’s been billed, including line items, charges, and dispute history. It can also tell you which contract and service provider covers a given elevator, but it can’t explain a contract’s terms or coverage.
  • Spending — how money breaks down by category, with invoice and proposal spend shown side by side.
  • Properties — how a property is doing this quarter.
  • Compliance — for example, which certificates are expiring in the next 90 days.
It can also explain how to use LiftAI itself. Ask follow-up questions in the same conversation to dig deeper — the assistant keeps the context of what you’ve already discussed.

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What it can’t do

  • It stays on topic. The assistant is scoped to LiftAI and your portfolio data. Ask it something unrelated to elevators, your portfolio, or the platform, and it will decline rather than answer off-topic.
  • It only sees data you have access to. The assistant can’t surface portfolios, properties, or records that your role and account don’t already give you.
  • It doesn’t take actions for you. Use it to find and understand information; to approve an invoice, edit a contract, or change a ticket, use the relevant page in LiftAI.
Answers are generated and can occasionally be incomplete or wrong. For decisions that matter, confirm against the underlying record in LiftAI.

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Next steps