Getting Started with Cowork (Lofty AOS)

Introduction

Cowork is your AI workspace in Lofty 4.0 and the first page you see when you log in. It combines a daily briefing built from your CRM data, your production metrics with suggested fixes, and a chat where you can ask Lofty AI to do work for you — from composing messages to building reports.

Opening Cowork

1. In the left menu, click Cowork.
2. The page greets you with today's date and a live briefing. The label under the greeting shows live, meaning the cards below update from your CRM in real time.

Asking Lofty AI

1. Click the message box labeled Ask Lofty AI anything or type / or @.
2. Type a request in plain language, or type / to pick a command, or @ to reference a specific record.
3. Click the send button, or press Enter, to start the conversation.
4. To start over with a clean thread, click + New Chat in the top-right corner.

Using Quick Tools

Shortcut chips under the message box start common jobs with one click:

• Compose Messages — draft emails or texts for your leads.
• Prep Meeting — build a briefing before an appointment.
• Plan My Day — turn your queue into a plan.
• Performance Report — summarize how you're doing.
• Create Skills, Create PPT, Process PDF, Deal Spreadsheet, Generate Doc — produce reusable skills, presentations, and documents.

Reading Your Morning Read

The Your Morning Read row gives you 3 cards updated live from your CRM:

• Where You'll Land — your pace toward a goal. Click Set a Goal to define one.
• What Changed This Week — movements that need attention, such as "11 leads went quiet." Click Re-Engage to act on them.
• Biggest Lever — the one thing with the most impact right now.

Acting on My Production

The My Production section scores how you're doing as an agent and names the fixable cause. Each card pairs a metric with a benchmark and an action:

• Speed-to-lead — your average response time vs the 5-minute window.
• Lead → appt — conversion from conversation to appointment.
• Follow-up — your touches vs the 5+ touches most closings need.
• Source mix — how balanced your lead sources are.

Cards with a fix available show a Run with Cowork button that hands the problem to Lofty AI.

Tracking My Business

The My Business section tracks outcomes: GCI vs Goal, Closings, Pipeline Value, and Speed→Lead. Cards show "No data yet" until your account has enough history.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.