Compare selected deals
Find deals matching [criteria] and review [selected deals]. Compare their values, stages, and owners, and flag missing details.
livespace
Livespace AI Employee
Leina connects to Livespace to help you compare deals and prepare sales reviews. Ask in your team chat. Leina does the work and brings back the result.
Connect Livespace, choose what to share, and hand off your first task.
Leina + Livespace Example Result
You
Review the selected deals [deal IDs]. Compare their stages and owners for our sales meeting.
Leina
I grouped the deals by stage and flagged the one without an assigned owner.
Livespace · Deal review
Sales meeting
Two opportunities at different stages of follow-up.
- Northstar rollout
- Proposal stage · owner: Maya.
- Harbor renewal
- Negotiation stage · no owner recorded.
What Is a Livespace AI Agent?
A Livespace AI agent can organize selected deals by value, stage, and owner so your team can prepare a focused pipeline review.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
Livespace
Livespace is a CRM for managing contacts, sales opportunities, and follow-up work.
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Choose the deals
Provide the sales criteria or deal references.
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Read the records
Compare available stages, values, and owners.
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Prepare the review
Highlight differences and missing details.
What to Ask Leina to Do with Livespace
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Your next Livespace task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in Livespace
Hand off these everyday tasks to your AI employee.
Get Current User
Get information about the current Livespace API user.
List Users
List Livespace users visible to the API credential.
Get Person
Get a Livespace person by ID.
List People
List Livespace people with simple pagination.
Search People
Search Livespace people.
Create Person
Create a Livespace person.
Update Person
Update a Livespace person.
Delete Person
Delete a Livespace person.
Get Company
Get a Livespace company by ID.
List Companies
List Livespace companies with simple pagination.
Search Companies
Search Livespace companies.
Create Company
Create a Livespace company.
Update Company
Update a Livespace company.
Delete Company
Delete a Livespace company.
Get Deal
Get a Livespace deal by ID.
List Deals
List Livespace deals using optional Livespace filters.
Search Deals
Search Livespace deals.
Create Deal
Create a Livespace deal.
Update Deal
Update a Livespace deal.
Delete Deal
Delete a Livespace deal.
Get Task
Get a Livespace todo by ID.
List Tasks
List Livespace todos using optional Livespace filters.
Get Tasks For Object
List Livespace todos assigned to an object.
Create Task
Create a Livespace todo.
Update Task
Update a Livespace todo.
Delete Task
Delete a Livespace todo.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result I grouped the deals by stage and flagged the one without an assigned owner.
Sales meeting
Livespace + Leina: Your Questions, Answered
Can I review only selected opportunities?
Yes. Provide the deal references or criteria so the summary stays focused.
What if a deal has no owner or value?
The summary should leave that information marked as missing instead of inferring it.
Make Leina Your Livespace AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect Livespace, choose what to share, and hand off your first task.