Answers your customers only from what you verified
An embeddable AI that replies from your published, verified articles, shows where each answer came from, and hands off to a person the moment it is unsure. It does not guess, and a human is always one tap away.
Replaces a standalone support bot that lives outside your CRM. A paid add-on available on Ultra plans.
It answers from your articles, and shows the source
The agent reads only your published, verified articles, so it speaks in your policies, not the internet’s. Every answer cites the article it came from, and when a question falls outside what you have verified, it does not guess. It opens a ticket for your team.
- Verified articles onlyIt grounds on published, verified content, so it never quotes a draft or an unchecked answer.
- Cites its sourceThe customer sees which article the answer came from, so the reply is checkable, not a black box.
- It does not make things upBelow its confidence threshold, it escalates instead of inventing a policy you never wrote.
- Delivery windows and cutoffs
- Track your order status
- Delivery windows and cutoffs
- Track your order status
You decide how far it goes, per queue
Autonomy is a setting you raise on your terms, not a switch that ships on. New workspaces start with the AI drafting and a human approving every reply. When you trust it on a queue, you let it auto-resolve the safe, in-policy questions, and the sensitive ones still pause for a person.
- Starts safeDraft-and-approve is the default, so nothing reaches a customer on its own until you allow it.
- Four stops, per queueCo-pilot, draft-and-approve, auto-resolve low risk, or full auto, set queue by queue.
- Sensitive answers always pauseOut-of-policy or high-risk replies stop for a person no matter how high you set the dial.
- Create your first pipeline
- Add stages that match your process
- Move deals with drag and drop
- Automate stage follow-ups
- Owner
- Ana Ruiz
- Reviewer
- Leo Marsh
- Next review
- Oct 1, 2026
- Verification
- Verified· Jul 2, 2026
- Create your first pipeline
- Add stages that match your process
- Move deals with drag and drop
- Automate stage follow-ups
A person is always one tap away
The agent is there to help, not to trap. The moment a customer asks for a person, the AI steps back for good on that conversation, the ticket reaches your team with the whole thread, and the agent does not try to deflect again. No loop, no dead end.
- Pinned, always availableA "talk to a human" control sits in the widget the whole time, never buried behind another AI turn.
- It stops deflectingOnce anyone asks for a person, the AI hands off and does not re-engage on that conversation.
- Warm handoff with contextYour team picks up the full thread and the customer record, so nothing has to be re-explained.
Every autonomous move is recorded and auditable
When the AI resolves something on its own, it writes the move to a signed resolution log with the rationale, so you can review exactly what it did and why. A resolution it cannot verify against what was promised is refused and sent to a person, never quietly closed.
- A signed, tamper-evident logEach autonomous resolution is recorded so the trail cannot be edited after the fact.
- Verified before it closesIf the promised action did not actually happen, the AI refuses to mark it resolved.
- Auditable any timeReview what the AI handled, with the reasoning, from one place in the service settings.
Customer conversations and records are isolated to your workspace, and the AI never trains on or keeps your data.
Ask, ground, then resolve or hand off
The same rhythm runs every conversation. The agent answers when it can stand behind the answer, and reaches for a person when it cannot.
- 1Customer asksA question comes in on your embedded widget or help center.
- 2It grounds and citesThe AI answers from a verified article and shows the source.
- 3Resolve or hand offConfident and in policy, it resolves. Unsure, it opens a ticket for your team.
An escalation opens a real ticket, not a silo
A standalone bot escalates into a separate system your agents have to go find. In Laureo, when the AI hands off, it opens a ticket on the same record your team already works from, so the contact, the company, the open deal, and the history are right there.
- Escalates into your CRMThe handoff creates a real ticket on the customer record, not a message in a separate tool.
- Agents start with contextThe whole thread and the customer history come with the ticket, so nobody starts from zero.
- One support toolkitThe agent, the queue, the knowledge base, and feedback all run on the same record. Nothing to sync.
See the help desk the escalation lands in: the queue, routing, and SLA targets.
An add-on you buy per agent, on Ultra
$59.99/month per agent, or $599.90 a year. Available on Ultra plans. Each agent includes 500 conversations a month. A conversation is counted the first time the agent answers, and the included allowance resets at the start of each month. Ultra from $249.99/mo billed annually ($299.99 month-to-month).
- What a conversation isOne is counted the first time the agent answers a customer. Browsing and searching your articles are not counted.
- Extra conversation creditsAdd 1,000 for $80 or 2,000 for $160. Credits stay on your account for 12 calendar months, on their own balance.
- If an agent runs outIt stops answering and falls back to article search, so customers still find help and can still reach a person.
The autonomous resolution agent, the separate AI that drafts and resolves tickets for your team, is included on Ultra with fair-use limits. The manual support suite, the ticket queue and the knowledge base the agent answers from, is on Business and Ultra.
Try one agent for 14 days for $1.99, credited to your first month. One agent trial per workspace. Every plan starts with a 14-day trial for $2.99, credited to your first month. Cancel anytime before it ends and you are never charged the subscription.
Related Resources
- FeatureKnowledge BaseThe verified articles the agent grounds on, with the public help center it answers from.
- FeatureHelp DeskThe ticket queue an escalation lands in, with SLA targets, routing, and macros.
- FeatureAI AgentsThe co-pilot and agents that draft across the CRM, the same approve-before-it-ships model.
Frequently Asked Questions
Let AI answer the easy questions, safely
An AI Customer Support Agent grounded in your verified articles, citing its sources, escalating when unsure, with a human always one tap away. A paid add-on available on Ultra plans.
14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.