# Meet Lexi: what to delegate on day one

> How to open Lexi, how much freedom to give it, and the first jobs worth handing over once your mailbox is connected.

Source: https://www.leadlex.com/help/getting-started/meet-lexi
Last updated: 2026-10-21

Lexi is the AI co-worker inside your workspace. It reads your CRM, your email and meetings, and does work in them: looking things up, drafting, creating tasks, updating records. Think of it as a colleague you brief in plain language.

Lexi works best once your mailbox is connected, because that is where most of your client history lives. See [Connect Gmail or Outlook, and Google Calendar](/help/getting-started/connect-email-and-calendar) first if you have not.

## Open Lexi

There are three ways in.

- Choose **Lexi** at the top of the left rail for the full-page chat, with your past conversations on the left.
- Press **⌘/** on a Mac or **Ctrl+/** on Windows to open Lexi as a panel over whatever you are doing. Press **Esc** to tuck it away.
- On a contact, company, deal, meeting or task, choose **Ask Lexi** or use the quick questions in Lexi's panel. They already know which record you are on.

Press **⌘K** (or **Ctrl+K**) for the command palette, which is separate from Lexi.

![Lexi open as a panel next to a contact](/help/meet-lexi/lexi-panel.webp "Lexi as a panel, with suggestions for the contact you are viewing.")

## Choose how active Lexi should be

The first time Lexi opens for your workspace it introduces itself with **Hi, I'm Lexi** and asks **How active should I be?**

| Setting | What Lexi does |
|---|---|
| **Minimal** | Only when you ask. Morning briefings still arrive. |
| **Balanced** | Adds smart automations for follow-ups and stale deals. |
| **Proactive** | Qualifies new contacts, researches, follows up and re-engages without being asked. |

Balanced is selected by default. You can change your mind later; nothing here is permanent.

A second setting controls whether Lexi checks with you before it changes data: **Ask first** confirms before changing any data, **Balanced** acts freely and confirms risky changes, **Autopilot** works without asking. Lexi shows the current one in its sidebar, and you change it under **Autonomy** in the **Tasks** tab of Lexi. Only workspace admins can change it.

To pause Lexi for the whole workspace, a workspace admin can choose **Disable Lexi** under **Settings → Lexi AI**.

## First jobs to hand over

Start with things you can check in a minute.

1. **Ask for a pipeline check.** Type "Run a pipeline health check". Lexi lists stale deals and what to do about each.
2. **Prepare for tomorrow's meeting.** On the Meetings page, choose **Prep for next meeting**. For a conference, open the event and choose **Event prep brief**.
3. **Draft a follow-up.** After a call, open the contact and ask Lexi to draft a follow-up email. Lexi writes the draft from your history with that person.
4. **Research a person.** On a contact, choose **Research this person** for recent news and background.
5. **Log a meeting by email.** Forward the email to your Lexi address (see the **Email Lexi** card in **Settings → Email & Calendar**) and Lexi creates the contacts, deal and tasks it finds.

Lexi can make mistakes, so check names, dates and amounts before you rely on them.

## What happens next

If you chose Balanced or Proactive, Lexi starts to suggest follow-ups on its own. Lexi also sends a daily briefing, starting the morning after your first setup. Once you trust it, move on to [Lexi skills](/help/lexi-and-channels/lexi-skills) for patent search and prospecting, or [message Lexi from Teams, Slack, WhatsApp or Telegram](/help/lexi-and-channels/lexi-on-teams-slack-whatsapp-telegram).