Levered
PLATFORM

The architecture for trusted commercial decisions.

Levered is the operating layer between first-party commercial data and action. The platform connects signals, graph context, causal evidence, goals, permissions, and workflows so teams can move faster without giving up control.

DATA POLICY
1P ONLY
CONTROL
HUMAN + AGENT
OUTPUT
DECISION + AUDIT
MARKET
GLOBAL ALPHA
WHAT THE PLATFORM DOES

It gives the business one place to understand, prove, decide, and control.

Levered is not a replacement for your CRM, ad platforms, warehouse, or commerce stack. It sits above them as a decision layer, reading signals from each system and returning a recommendation your team can inspect.

CONNECT

Bring first-party signals into one operating layer

Website events, CRM updates, campaign data, commerce outcomes, revenue targets, and agent requests can be read together instead of reviewed in separate tools.

CONTEXTUALISE

Resolve signals into the Intent Graph

The platform attaches activity to people, accounts, products, campaigns, regions, evidence, goals, and outcomes.

DECIDE

Move from evidence to recommended action

OpenLift and the Goal Engine turn graph context into actions the team can inspect, approve, dismiss, or route into workflow.

CONTROL

Keep humans and agents inside boundaries

Every sensitive action can be scoped by purpose, principal, permission, evidence, and audit trail before anything moves.

Platform layers

Each layer has a specific job. Together they create the path from raw commercial signal to evidence-backed recommendation, controlled action, and outcome learning.

01 · LAYER
Ingestion

Browser, server, CRM, commerce, campaign, warehouse, and agent request inputs.

02 · LAYER
Resolution

Identity, account, product, campaign, region, and agent-principal resolution.

03 · LAYER
Intent Graph

Relationships between actors, signals, goals, evidence, economics, and outcomes.

04 · LAYER
Evidence

OpenLift incrementality results, confidence tiers, prior outcomes, and experiment history.

05 · LAYER
Goal Engine

Target pacing, constraints, trade-offs, ranked action queue, and outcome learning.

06 · LAYER
Permission Layer

Human approval, agent scope, purpose checks, action policy, and audit log.

07 · LAYER
Workflow

Alerts, reports, exports, CRM routing, budget recommendations, and operator review.

08 · LAYER
Governance

Workspace isolation, credential handling, revocation, data policy, and security review.

DATA FLOW

From signal to action, with control at every step.

The platform keeps a clear chain of reasoning so teams can understand how a recommendation was produced and why it should or should not be actioned.

01

Capture

A signal enters from the website, ad platform, CRM, commerce stack, warehouse, or AI agent request.

02

Resolve

Levered attaches the signal to known entities: person, account, product, campaign, region, goal, or agent.

03

Interpret

The platform classifies the signal as buying intent, research, demand shift, risk, constraint, or action request.

04

Prove

Evidence is attached from OpenLift, historical outcomes, confidence tiers, and experiment records.

05

Prioritise

The Goal Engine compares the action against targets, deadlines, constraints, and expected economics.

06

Permit

If the action touches workflow or automation, permission scope and audit requirements are checked.

07

Act

The team receives a recommendation or a controlled agent action is approved, denied, or narrowed.

08

Learn

Outcomes feed back into the graph so future decisions improve.

AGENT PERMISSIONS · /v1/agent/requestscope=commerce.read+action
INBOUND
REQ IDAgentPrincipalActionScopeDecisionTS
AR-48221shop.gptacme.ukprice.compare(sku=SK-412)read+actionGRANT12:04:11
AR-48220atlas.claudenorthstar-buyercheckout.initiate(sku=SK-190)readREVIEW12:03:58
AR-48219hermes.v2retail-ukstock.check(sku=SK-701)read+actionGRANT12:03:44
AR-48218buyer.arialondon-labsdemo.book(sku=SK-233)read+actionGRANT12:03:22
AR-48217pilot.orionacme.ukreport.generate(entity=A-442)readREJECT12:02:55
AR-48216shop.gptretail-ukprice.compare(sku=SK-101)read+actionGRANT12:02:31
AGENT PERMISSION API/v1/agent/*
POST /v1/agents
POST /v1/agent/request
GET  /v1/goals/:id/agent
GET  /v1/intent/:entity_id
GET  /v1/evidence/:entity_id
GET  /v1/decisions/:entity_id

// scopes
commerce.read
commerce.action
intent.query
evidence.query
decision.query

Agent permissions are not a bolt-on. They are evaluated against the same context as human decisions: purpose, principal, scope, evidence, goal, and risk.

Integrations the platform is built around

Alpha onboarding starts with the sources that matter to the commercial goal. The platform does not need every system on day one; it needs the sources required to prove a decision loop.

Marketing

Meta, Google, TikTok, affiliates, lifecycle, campaign exports, creative performance.

Revenue

CRM, pipeline stages, account ownership, opportunity movement, lead routing, sales capacity.

Commerce

Shopify or commerce tables, orders, products, stock, margin, returns, discount pressure.

Data

Warehouse tables, CSV, server-side event batches, first-party web events, reporting exports.

Agents

Report generation, pricing requests, stock checks, routing requests, checkout or workflow actions.

Security, privacy, and governance

Levered is designed for teams that need to trust the decision path. The platform keeps data policy, credentials, permissions, and evidence visible enough for operators and leadership to inspect.

FIRST-PARTY DATA ONLY

Levered is designed around the customer data you own: events, CRM, commerce, campaign, and operational sources. No cross-site tracking and no data resale.

WORKSPACE ISOLATION

Customer data is scoped to workspaces. Recommendations, goals, credentials, and agent policies are kept within the operating boundary.

CREDENTIAL CONTROL

Connector credentials are scoped, revocable, and inspected as part of onboarding. Sensitive keys are not exposed in product surfaces.

AUDIT TRAILS

Important decisions and agent requests are logged with purpose, evidence, scope, action, status, and outcome.

HUMAN REVIEW

The platform is built for decision support first. High-impact actions can require explicit review before budget, routing, pricing, or agent permissions change.

EVIDENCE THRESHOLDS

Teams can decide what level of evidence is required for different actions, from observation to causal proof.

Ready to connect the systems behind your decisions? Alpha access is open.