When your organization is set up on a paid plan, Laureo installs a roster of preset agents and turns them on for you. Each one arrives on Ask before acting: it works on its schedule or its trigger, and every action it wants to take waits for a person. Looking things up and drafting. Nothing is saved, sent or changed. You can watch what they propose on the Agents home from day one.

You are in control of every one of them. From the Agents section of the Agents home, an admin or the marketing role can pause or resume any of them. To change how one behaves, open it and edit it in place: the Build tab shows the published version read only until you choose Edit as draft, and nothing you change runs until you publish it.

Runs a risk scan of your open deals each weekday morning, flags the ones that have gone quiet or slipped past their expected close date, and logs one concrete next step on each flagged deal. It then drafts a short follow-up to the deal contact that refers to the last real interaction. It prioritises high-value and late-stage deals, includes dormant accounts that once showed interest, and skips deals whose quiet period is explained by a future close date.

Audits your data quality once a week. It looks for companies and people that look like duplicates, contacts missing a critical field, companies with no contacts, and people not linked to a company. Each issue becomes a review task naming the problem and the specific fix, and a duplicate pair becomes a proposed merge held for a person. It never changes a record on its own.

Reviews your receivables aging and your open quotes each weekday. It groups overdue invoices by how late they are and drafts a reminder to the billing contact in a tone that matches, citing the invoice number, the amount and the days overdue. For quotes nearing expiry it opens a follow-up task for the deal owner. It never sends an email and never changes a balance.

The Inbox Assistant is the one preset agent that runs when something happens rather than on a schedule. When mail arrives in your primary inbox, it decides which messages deserve a reply and prepares one draft for each, grounded in the message itself and in the linked record where there is one. Newsletters, no-reply senders and automated mail are filtered out before a run even starts.

This agent prepares a draft for the mail you pick here. It never sends anything. Its Which emails this agent reads setting, on the agent’s own Settings tab, has four positions.

Reads your pipeline summary, your open tasks and your progress against goals, and writes one short brief on the last working day. It is the only preset agent set to Act on routine work, and it earns that by writing nothing: it changes no record and proposes no action, so it never puts anything in your approvals queue. Work you would approve every time anyway.

A preset agent is a starting point, not a fixed product. Open one, choose Edit as draft, and change its brief, its schedule, what it is allowed to do, or how much it may do on its own. The agent you edit is the one that was installed for you, so there is no copy to keep in step; the live agent keeps running the published version until you publish your changes, and every publish is a version you can restore. See Building Your Own Agent.