AI Assistant
Answers grounded in exactly where a client is
Instead of a generic FAQ bot, livegoal's assistant knows the client's current phase and plan — so its answers are actually about their onboarding.
Clients get a chat interface inside their portal that's grounded in their account's current phase and tier — the assistant answers using what's actually true for their onboarding, not generic guidance.
Available on Growth and Enterprise plans.
What you get
Grounded in the client's own account
Answers reference the client's current phase and plan, not generic help-center content.
Built into the client portal
No separate tool to open — the assistant lives right where the client is already working.
Handled carefully
Crisis-language and sensitive messages get a safe, supportive response instead of an AI-generated one.
For your team
Compass: the same assistant, for your whole portfolio
Compass is livegoal's AI surface for vendor staff — it doesn't just know one account, it knows every account you manage.
Ask Compass about a specific client by name and it looks up that account's real phase, tasks, and status. Ask it something that spans your whole book of business and it reasons across every account you manage, not just one.
Cross-account context
Compass reasons across your whole portfolio, not one account at a time.
Named-account lookup
Ask about a specific client by name and get an answer grounded in their real status.
On Growth and Enterprise, Compass can also explain why an account's Health Score is flagged.
Frequently asked questions
Which plans include the AI Assistant and Compass?
Both are available on Growth and Enterprise. Starter doesn't include either.
Does the assistant know about a specific client's onboarding?
Yes — for clients, it's grounded in their own account's current phase and plan. For vendor staff, Compass can look up any account by name and reason across your whole portfolio.
How does it handle sensitive messages?
Crisis-language and other sensitive messages get a fixed, supportive response instead of an AI-generated one, before any model call happens.