An assistant that reads your CRM.
Confirms before it acts.
Ask about contacts, deals, tasks, and conversations in plain English. UltraLevel checks your real data, chooses from a limited set of CRM actions, and asks before every write.
Where the copilot lives.
In-line insight banners on Home / Contact / Deal detail. A dedicated chat window with full session history. And plain-English search from the app’s top bar.
On-device
Runs privately on your Mac. There is no usage meter, and your CRM data is not sent to an outside AI service.
Uses your real CRM
The assistant checks your current contacts, deals, conversations, and tasks before answering instead of guessing.
You approve every write
The AI proposes tasks, notes, and message drafts. You review or edit them before anything is written to your CRM.
Choose the best fit for your Mac.
UltraLevel includes two on-device AI sizes for everyone. Switch between them any time.
Everyday AI
Fast and responsive for daily CRM work. The best choice for most Apple Silicon Macs.
High-Capacity AI
More room for complex requests on Macs with enough memory.
Trained to choose the right CRM action.
UltraLevel includes a small, purpose-trained action router for every user. It chooses among nine clearly defined tools for finding CRM records, searching, reading messages and tasks, creating tasks, adding notes, and preparing message drafts.
Its tool definitions and training examples were checked against the HighLevel v3 API contracts used by the app—not invented from generic CRM examples.
Exact expected result in an internal held-out evaluation of unseen routing scenarios.
False action calls across 120 no-action and safety scenarios in that evaluation.
Guardrails stay in the app.
UltraLevel checks identifiers against known CRM context, blocks repeated calls, limits tool-call loops, and routes every write through a confirmation screen.
Answers real questions from real data.
The assistant checks contacts, deals, message threads, and tasks in your CRM when you ask. Its answers come from your current information instead of guesswork.
- “What’s the status of Sarah Chen’s deal?” → pulls the deal, activity, last message
- “Which deals stalled in Discovery this month?” → filters and lists
- “Draft a reply to Miguel’s last message” → reads the thread, drafts in your voice
- Asks for missing identifiers instead of executing with made-up record IDs
Miguel Álvarez — $12.5K, 18 days
Alex Turner — $6.2K, 21 days
Priya Nair — $9.4K, 16 days
Want me to draft a check-in message for each?
Remembers your contacts.
Not just today’s data.
Every note, deal update, conversation, and tag quietly builds a private, on-device profile for each contact — so the next insight isn’t starting from zero.
- Ingests conversations, notes, deals, tasks, appointments, invoices, and workflow history — automatically, in the background
- One contact at a time, only when your Mac isn't already busy generating a reply — never competes with the assistant you're actively using
- Insight banners get sharper every session instead of re-reading the same snapshot
- Nothing about a contact leaves your Mac — the memory lives in the same private, on-device store as the rest of the AI
Builds up over your first few days of use — a brand-new contact needs one background pass before there’s anything to remember.
Long-time client. Prefers email over SMS. Mentioned budget concerns on his last two calls. Deal has been stalled at Discovery for 18 days — worth a personal check-in before it goes cold.
Plain English → structured filter.
Ask about your book of business the way you’d ask a colleague. UltraLevel turns your request into a precise search of the information stored on your Mac.
Fails honestly. If a query doesn’t map to a clear filter, the copilot says so instead of guessing.
The AI proposes. You confirm.
Every write action stops at a confirmation card. Draft a task, a note, a message — review, edit, and approve it before UltraLevel continues.
Create tasks
AI drafts, you approve. Task lands in the contact's task list with full attribution.
Add notes
AI summarizes a call or thread; you review the note before it lands on the contact.
Draft messages
SMS or email drafts are queued for review. You open the composer, make any changes, and decide whether to send.
Explicitly out of scope for v1: destructive actions (delete) and status changes with side effects (Won/Lost). Reads + creates only.
Ready for AI that stays on your Mac?
Private AI and trained CRM action routing are included.