Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
Lofty is introducing a new experience called Lofty AOS (Agent Operating System). This article gives you a quick overview of what Lofty AOS is, how it differs from the version you may be used to (Lofty Classic), and what to expect as it rolls out.
What Is Lofty AOS?
Lofty AOS is the next generation of the Lofty platform — a redesigned workspace that brings your CRM, communication, marketing, and AI tools together in one place. The biggest change is that AI is built into your daily workflow rather than living in a separate tool: a dedicated Cowork workspace surfaces a morning read, your production metrics, and AI chat and tools.
A set of AI Copilots — including the Sales Agent, AI Assistant, Social Agent, and Homeowner Agent — help with specific jobs across the product.
How Lofty AOS Is Different from Lofty Classic
At a high level, Lofty AOS keeps your data and core CRM the same, but reorganizes how you work and adds new AI-driven areas.
| Area | Lofty Classic | Lofty AOS |
|---|---|---|
| Home / start of day | Dashboard | Cowork — AI workspace with morning read, production metrics, chat, and tools |
| AI tools | Individual features scattered across the product | AI Copilots grouped in one place, plus AI built into daily tasks |
| Navigation | Classic left menu | Redesigned navigation organized around the way you work |
| Communication | Separate inboxes per channel | Unified Inbox across channels |
| Your data (leads, listings, transactions) | — | Unchanged — the same records carry over |
Note: Your leads, history, and settings carry over to Lofty AOS. You are not starting from scratch.
What to Expect During Rollout
Lofty AOS is being released in stages, so not every account gets every feature at the same time. There is no fixed timeline — Lofty AOS is rolling out to accounts over time. If something in a help article doesn't match what you see in your account, you may be on a different stage of the rollout.
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.
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