When your organization is set up on a paid plan, Laureo installs a roster of six preset agents and turns them on for you. Each one runs in safe mode: it works on its schedule or trigger, but every action it proposes waits for a person to approve it. Nothing sends an email, changes a record, or moves money on its own. You can watch what they propose on the Agents home from day one.

You are in control of every preset. From the Your agents panel on the Agents home, a manager or admin can pause or resume any preset. To change how a preset behaves, open it and make a copy: that gives you a custom draft with the same instructions and actions, which you can adjust and publish as your own agent.

Runs a risk scan of your open opportunities, flags the ones that have gone quiet or slipped past their close date, and proposes one concrete next step for each. It prioritises high-value and late-stage deals, and skips deals whose quiet period is explained by a future close date.

Looks for people with open deals or prior engagement who have had no activity recently, and dormant accounts that once showed interest. For each, it drafts a short, personalised follow-up that references the last real interaction, never generic filler. You review, edit, and send.

Audits your data quality once a week. It looks for likely duplicates, contacts missing critical fields, companies with no contacts, and people not linked to a company. For each issue it creates a review task describing the problem and the specific recommended fix. It never changes a record itself; a person applies the actual change, unless you have turned on auto-approve for low-risk actions.

Reviews your accounts-receivable aging and open quotes each weekday. It groups overdue invoices by how late they are and drafts an appropriately toned reminder for the billing contact, citing the invoice number, amount, and days overdue. For quotes nearing expiry, it creates a follow-up task for the deal owner. It never sends an email or changes a balance.

Monitors your accounts for renewal and churn risk each day. It surfaces accounts with renewals in the coming window and accounts whose engagement is declining, then creates a check-in task for the account owner with the specific signal and a suggested action. It prioritises by account value and risk.

The Inbox Reviewer is the one preset that runs on an event rather than a schedule. When a new inbound email arrives that is worth a reply, it drafts two distinct reply options instead of one, each taking a different angle or tone, grounded in the linked CRM record where one exists. You compare the two and pick the one you prefer.

Organizations on the Ultra plan see one more preset in the agent hub: the Cold Reply Drafter. It is kept out of the roster of six above on purpose, because only Ultra orgs ever receive it, so it is not one of the presets every paid plan installs. Think of it as the cold-outreach sibling of the Inbox Reviewer: event-triggered, drafts-only, and it never sends.

When a cold-outreach prospect replies with genuine interest or books a meeting, it writes a single ready-to-review reply and drops it straight into your inbox composer, grounded only in the prospect’s reply and the thread. You review, edit, and send it yourself. It holds no send permission at all, so an automatic send from this path is not possible.