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Everything you need to know about using Laureo

Help Center

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

Chat Settings

Personal, cross-device settings for how Laureo chats behave and personalize — approval mode, send key, density, response style, role lens, and custom instructions

Two ways to open the same settings

Tune your chats from a slide-in panel on the Laureo AI page, or from a full settings page.

Chat Settings control how Laureo behaves while you chat and how it writes for you — the mode new chats start in, which key sends a message, how dense the conversation looks, and how Laureo tailors its answers. You can reach these settings two ways, and they always show the same values:

  • The settings panel— open it from the gear icon on the Laureo AI page. It slides in from the right so you can change a control and keep your conversation in view behind it.
  • The settings page — go to Settings > Laureo AI preferences for the same controls laid out on a full page.
Personal to you, on every device
These settings are personal to you — changing them only affects how your own chats look and behave, never anyone else's. Because they are saved to your account rather than this browser, they follow you to any device you sign in on.
Chat Settings vs. AI Preferences
These are two different things. Chat Settings (this page) control how chats look and behave and the general style Laureo writes in. AI Preferencesare your memory — discrete facts Laureo always honors across every conversation, such as “I cover EMEA accounts only,” added and removed with the /remember and /forget commands. The Custom instructions field below is a single, always-on note about your style; use AI Preferences for specific facts you want remembered.

Chat behavior

How Laureo behaves while you chat.

These four controls shape the mechanics of a conversation — when Laureo asks before acting, how you send a message, how much space messages take, and whether starter prompts appear.

FieldDescriptionDefault
Default approval modeChoose whether new chats start in Ask first (Laureo asks before it makes any change) or Auto (approved actions run without a prompt each time). This only sets the starting mode — you can still switch between Ask first and Auto inside any conversation.Ask first
Send messages withPick which keystroke sends a message: Enter to send, or ⌘/Ctrl+Enter. Choose ⌘/Ctrl+Enter if you would rather use a plain Enter for a line break and send deliberately.Enter to send
Message densitySet the spacing between messages in a conversation. Comfortable gives each message more breathing room; Compact fits more of the conversation on screen at once.Comfortable
Show suggested promptsTurn the starter prompts shown on the empty chat screen on or off. Turn it off if you prefer to open a new chat to a blank composer.On

Personalization

Tune how Laureo answers you.

These three controls tailor Laureo's answers to you. They shape how it writes across every chat — without changing what it is allowed to do or see.

FieldDescriptionDefault
Response styleHow long and detailed answers should be — Concise for short replies, Balanced for a middle ground, or Detailed for fuller explanations.Balanced
Role lensBias answers toward a sales role: My role (auto), SDR, AE, or Manager. My role (auto) follows your CRM role automatically, so pick a specific role only when you want answers framed for a different one.My role (auto)
Custom instructionsFree-text notes on how Laureo should respond to you — tone, format, and what you work on. These apply to every chat. Up to 1,500 characters.Empty

Custom instructions is a free-text field, so it saves a moment after you stop typing and again when you click away — there is no separate save step. A live counter shows how close you are to the 1,500-character limit.

About & appearance

Where the rest of your assistant preferences live.

This section is not a set of chat controls — it points you to two preferences that live elsewhere, and explains a couple of things Laureo handles for you:

  • Appearance / theme — the light, dark, and accent theme for the whole app. Select Manage appearance to open it.
  • Prompt library — pin, hide, and curate your starter and custom prompts. Select Manage prompt library to open it.
How Laureo picks a model and handles your chats
Laureo automatically picks the best model for each message, so there is no model to choose here. Your chats are never used for training and are not retained (zero-data-retention). This is background information, not a setting you can change on this page.

Saving your changes

Changes save themselves and follow you across devices.

There is no save button. Every change autosaves the moment you make it — you will see a brief Saving… indicator followed by a quiet Saved confirmation. Because the panel and the settings page read and write the same preferences, a change in one appears in the other right away, and because they are stored on your account they are ready on any device you sign in on.

Related Articles

AI Preferences— Save facts Laureo should always honor — communication style, territory, workflow rulesUsing the Chat— Ask questions, approve actions, and manage your conversations with LaureoStarter Prompts & Capability Tour— The personalized starter prompts the “Show suggested prompts” toggle controlsVoice & Follow-up Chips— How Laureo ranks, cites, recommends, and picks the right model per questionAI Assistant Data Privacy— Zero Data Retention, tenant isolation, and how your AI data is handled
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