A CRM assistant that can read your data, execute actions, advise on sales strategy, and answer questions through natural conversation
The AI Assistant is a conversational agent built into your CRM that can search, analyze, and modify your data.
The AI Assistant — Laureo— is your CRM copilot. You'll see it named "Laureo" across the panel, the composer ("Message Laureo…"), and triggers like "Ask Laureo", and it introduces itself as Laureo in chat. It understands your data and can help with day-to-day CRM operations and sales strategy:
The assistant is focused on your CRM and sales workflows.
Access the assistant from the homepage panel, the sidebar, or with a keyboard shortcut.
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.
Click AI Assistant in the sidebar under Workspace to open the full-page chat view with conversation history.
Press Cmd+. (or Ctrl+. on Windows/Linux) to toggle the AI panel open or closed from any page.
Control how much autonomy the AI has when modifying your data.
The AI Assistant has two permission modes, configurable from the panel header:
Read operations (searching, viewing) happen automatically. Write operations (creating, updating) show an approval card where you can approve, edit, or deny each action.
All actions execute without confirmation. This mode must be enabled by your organization admin in the admin settings.
AI responses should always be verified.
Below the chat input you'll see the notice: "AI 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 — A floating panel that appears on any page (except the home page and AI page). Best for quick lookups and simple actions while keeping your current page visible. On mobile, the panel opens full-screen. You can minimize it to a small bar at the bottom of the screen.
Full-page mode — Available at /ai. Includes a conversation history sidebar for managing past chats with search, rename, archive, export, and delete. Best for complex multi-step tasks.
Click the expand icon in the panel header to switch to full-page mode. Your current conversation carries over.
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.