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DocsAI Agent Spotlight
Laureo includes 4 AI agents that run automatically to keep your CRM clean, your outreach on track, and your deals moving.
What Are AI Agents?
AI Agents are autonomous assistants that work in the background to handle repetitive CRM tasks.
Unlike the AI Assistant (which responds to your questions), AI Agents run on their own -- triggered by events, schedules, or conditions you define. They propose actions that you can review and approve, or configure to run fully autonomously.
Sales Agent
Pipeline management and deal coaching. Runs daily at 8:00 AM.
The Sales Agent monitors your active pipeline and flags deals that need attention. It runs daily at 8:00 AM.
- Flags deals with no activity in 7+ days
- Identifies past-due opportunities
- Creates follow-up tasks for stale contacts
Outreach Agent
Follow-up scheduling and re-engagement. Runs daily at 7:00 AM.
The Outreach Agent finds contacts that have gone quiet and suggests ways to re-engage them. It runs daily at 7:00 AM.
- Finds contacts with 14+ days of inactivity
- Suggests outreach type by deal context
- Recommends re-engaging dormant accounts
Data Steward Agent
Data quality and deduplication. Runs weekly on Monday at 6:00 AM.
The Data Steward Agent scans your CRM for duplicates, missing information, and orphaned records. It runs weekly on Monday at 6:00 AM.
- Finds duplicate companies by name similarity
- Identifies contacts missing email or phone
- Flags companies with no associated contacts
Customer Success Agent
Customer health monitoring. Runs daily at 8:00 AM.
The Customer Success Agent tracks post-sale engagement and flags accounts that may need attention. It runs daily at 8:00 AM.
- Detects accounts with declining activity
- Flags accounts with rising support load
- Creates proactive check-in tasks