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CRM + Marketing + Automation + AI agents. One platform. Zero grunt work.

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Overview
OverviewUsing the ChatStarter Prompts & TourVoice & ChipsSlash CommandsAI PreferencesChat SettingsAI SetupAgent SpotlightDrafting EmailsBackground RunsAI Data PrivacyOnboarding CopilotBilling Autonomy
Help CenterAI AssistantAI Agent Spotlight

AI Agent Spotlight

Laureo installs six AI agents that run on their own to keep your CRM clean, your outreach on track, and your deals and invoices moving.

Agents versus the assistant

The assistant answers you. Agents work while you are away.

Unlike the assistant, which responds when you talk to it, AI agents run on their own, triggered by a schedule or an event. They propose actions you review and approve. Laureo installs a roster of six preset agents so you have a working set on day one.

They arrive switched on, in safe mode
On a paid plan the presets are turned on for you and run in safe mode: each works on its schedule or trigger, but every action it proposes waits for your approval. Nothing sends or changes a record on its own, unless you have turned on auto-approve for low-risk actions. On the Free plan they are visible but paused until you upgrade.

The roster

Six agents, each with a clear job.

  • Sales Pipeline Agent reviews your pipeline every morning and proposes a next step for each stalled or at-risk deal.
  • Outreach Agent finds contacts that have gone quiet and drafts personalised follow-ups.
  • Data Steward runs a weekly hygiene audit and proposes fixes for duplicates, missing fields, and orphaned records.
  • AR and Quote Chaser chases overdue invoices and expiring quotes on weekdays, drafting reminders for your review.
  • Customer Success Agent watches renewals and churn signals and proposes proactive check-ins.
  • Inbox Reviewer drafts two reply options for each inbound email worth answering, so you pick the one you prefer.
This is the short tour. For what each agent does in detail, how to build your own, and how to approve what they propose, read the AI Agents guide.

Related Articles

AI Agents Overview— The full guide to agentsThe Preset Agents— Each of the six agents in detailRuns and Approvals— Approve what the agents proposeAI Assistant Overview— The assistant you chat with
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