Help Center
DocsAI Assistant Overview
A durable CRM operator for reviewed Laureo capabilities, grounded in your access
Laureo works in your CRM with your own permissions, and answers how-to questions from this help centre.
The assistant, Laureo, is a CRM operator available in the side panel, in full-page chat at /ai, on the home dashboard, and inside supported record editors. It reads your data, prepares work, asks before it changes anything, and hands finished drafts to the editor they belong in.
What it does falls into five kinds of work:
- Looking things up: contacts, companies, deals, tasks, projects, quotes, customer invoices and collections, your email, tickets, reports, automations, bookings, campaigns and sequences
- Common changes: creating a contact, updating a company or a deal, moving a deal to another stage or marking it won or lost, updating or completing a task, and creating a project, a quote, a ticket, a calendar event, a campaign draft or a report
- Drafts: emails and ticket replies, saved to your drafts for you to read and send
- A button for everything else: a change it cannot make from the chat gets one line and an Open button for the page where you make it. It never moves the screen on its own
- How-to answers: it searches these help articles and answers from them, with a link to the article it used
What Laureo Can Do walks through each of those areas in detail.
When it cannot do something, it says so once, in one line, and does not try again. If the action is done on a page you can open, the line names the page, such as "This is done on the Tasks page.", and an Open Tasks button takes you there when you press it. When your role, your seat or your plan does not include the action, the line says only that, in general words, with no button.
The AI can help with:
- CRM data lookups, searches, and analysis
- The common record changes listed above, each shown on a card first
- Sales strategy and pipeline planning grounded in your data
- Email composition and reply suggestions
- Task prioritization and workflow improvement
- Quote drafts and campaign drafts
- Understanding Laureo features and giving you a button to the right page
- Advice on migrating data from other CRMs into Laureo
The AI will not:
- Generate code or technical scripts
- Provide medical, legal, or financial advice
- Answer general knowledge questions unrelated to your CRM
- Connect an outside account, enter a card, give consent, complete a two-step sign-in, delete your account or enter a secret for you
- Change its own approval mode or how much it may do on its own, or decide an approval for you
Access the assistant from the homepage panel, the sidebar, or with a keyboard shortcut.
Homepage Panel
On the homepage, a collapsed rail appears on the right side of the screen. Click the sparkle icon to expand the AI panel. The panel opens inline alongside your dashboard widgets.
Sidebar Link
Click Laureo AI in the sidebar under Workspace to open the full-page chat view with conversation history.
Keyboard Shortcut
Press Cmd+. (or Ctrl+. on Windows/Linux) to toggle the AI panel open or closed from any page.
The full page, the side panel and the home widget all carry the same header controls, left to right. Each is icon only and names itself on hover and to a screen reader.
- Conversation history: opens your conversation list. A rail on a wide screen, a drawer or a bottom sheet on a narrow one.
- New chat: starts a fresh conversation. Nothing is deleted, and a run already going keeps going.
- Permission mode: the mode button described below.
- Help: opens this article. It is the one route to the help centre from the assistant.
- Preferences: on the full page, opens the chat settings drawer.
- Expand: on the panel and the home widget, carries the conversation you are reading to the full page.
- Close: hides the panel. Whatever it was doing keeps running.
Every assistant surface carries the same permission control in its header. The button shows the mode you are in and opens a two-option menu. On a phone the menu opens as a bottom sheet.
Ask before changes (the default, shown on the button as "Ask first")
Looking things up happens straight away. Changing anything asks you first, with a card in the conversation showing every value it will save and every required field of the page's own form, with Approve, Edit, Request changes and Deny.
Make changes automatically (shown on the button as "Automatic")
Changes are made without asking you first. Picking it asks you to confirm once, and while it is on, a short line beside the button reads "Changes apply without asking." so the mode is never silent.
Automatic has to be switched on for your organization first. Until an administrator turns it on, the permission menu offers only Ask before changes, so it never lets you pick a mode the server would quietly downgrade. Administrators turn it on in Settings > Company > Integrations > AI, under Automatic changes, with the checkbox "Let people turn on automatic changes".
Mode is per conversation. The mode a new chat starts in is a personal setting, covered in Chat Settings.
Below the chat input you'll see the notice: "Laureo can make mistakes. Always verify important information."
While the AI uses your actual CRM data for all responses, it may occasionally misinterpret context or suggest suboptimal actions. Always review proposed changes before approving them.
Use the panel for quick questions, or expand to full page for longer conversations.
Panel mode is a floating conversation available alongside supported app pages. On a phone it fills the screen. Closing it stops nothing: accepted work carries on and you can come back to it.
Full-page mode is available at /ai. It includes conversation history, content search, pinning, rename, archive, export, delete, and the Assistant work index.
Click the expand icon to switch views. Opening an artifact, or pressing an Open button in an answer, carries the same conversation and exact run cursor into the desktop dock or mobile sheet.
Embedded mode: On the homepage, the AI panel is embedded directly in the dashboard layout. On detail pages (companies, contacts, deals), the panel picks up the page context automatically and offers relevant suggestion chips.