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DocsAI Agent Spotlight
Laureo installs six AI agents that start on their own: one checks for quiet deals every weekday morning, and the rest start when their work arrives, from new form leads, new companies, opened quotes and email from your contacts to, on Ultra, new support tickets.
Unlike the assistant, which responds when you talk to it, AI agents run on their own, triggered by a schedule or an event. They look things up and prepare drafts on their own, and propose the changes you review and approve. Laureo installs a roster of six default agents so you have a working set on day one.
The preset agents arrive switched on, in safe mode
On a paid plan the preset agents on the Agents page are turned on for you and set to ask before acting: each works on its schedule or its trigger, looks things up and prepares drafts, and asks before it changes, sends or deletes anything. Ticket Triage works inside Service, comes with the Ultra plan and sets the priority of each new ticket itself, without asking.
- Lead Router reads each new form lead, drafts a first reply for you to send, and proposes an owner and a follow-up task.
- Deal Follow-Up finds deals that have gone quiet and drafts the next follow-up for you to send.
- Duplicate Guard checks each new company against your records and proposes the merge when it finds a duplicate.
- Quote Follow-Up drafts a follow-up when a client opens a quote without accepting it.
- Inbox Clerk turns each email from a contact into the CRM work it implies: the deal it belongs to, a task, a ticket or a new contact.
- Ticket Triage sorts each new customer ticket and finds the matching help article, inside Service on the Ultra plan.
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.