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Everything you need to know about using Laureo

AI Setup

AI features work out of the box. Every plan includes a monthly AI budget, with Extra AI Credits available.

Built-in AI

AI features work immediately with no setup required.

Every organization gets AI access as part of its plan. No API key, no configuration needed. AI features like the assistant, email drafting, and meeting summaries work out of the box.

AI runs against a monthly AI budget per organization, a dollar pool shown as a percentage, not a token count. You can check your current usage in Settings > Usage (see Usage Tracking) and the breakdown in the Usage Limits section below.

AI uses automatic 5-tier model routing (micro, simple, draft, medium, complex). Each request is classified and routed to the most efficient model that can reliably handle it, optimizing both cost and quality.

Enabling Auto Edits Mode (Admin)

Organization admins can enable the Auto Edits permission mode for their team.

By default, the AI assistant operates in Ask Before Edits mode, where write actions require user approval. Admins can enable the Auto Edits mode, which allows the AI to execute all actions without confirmation.

To enable Auto Edits for your organization:

Go to Admin > Organization Settings
Find the AI Auto Edits toggle
Enable it to allow team members to select Auto Edits mode

When Auto Edits is enabled and a user selects it, the AI will create and modify records without any confirmation step. Consider your team's comfort level with AI autonomy before enabling this.

If Auto Edits is not enabled by the admin, users who select it will automatically fall back to Ask Before Edits mode.

Usage Limits

Monitor and manage your organization's AI cost budget.

AI uses a dollar-denominated monthly budget (see Settings > Usage > AI usage this cycle). The panel shows your percentage used, a category breakdown, and (for admins) a dollar view via the Show $ toggle.

The budget bar stays cobalt under normal usage, turns amber as you approach the budget (around 80%), and red as you near it — with a status label (“Approaching budget” / “Budget reached”) so the state never relies on color alone.
When the budget is reached, AI calls return an error. Upgrade to a higher tier for a larger monthly budget, or turn on opt-in Extra AI Credits to keep going.
The budget resets on your subscription's cycle anchor (not necessarily the 1st of the calendar month).
Background AI features count too.Page-context opener chips on CRM detail pages and AI-generated conversation titles are counted against your monthly budget on cache miss. Each call is small (typically < $0.005), but high-volume browsing of detail pages or rapid new-chat creation can add up. Cache hits are free.

Extra AI Credits

Keep AI running past your monthly budget with opt-in Extra AI Credits.

If your team reaches the monthly AI budget before the cycle resets, you can turn on Extra AI Credits. They are opt-in, so AI never keeps spending past your budget unless you have enabled it.

Extra AI Credits are discounted on higher plans: Business plans get 10% off and Ultra plans get 20% off. A pack always adds its full face value in credits; the discount comes off what you pay.

You can manage Extra AI Credits from Settings > Usage. Upgrading to a higher tier also raises your included monthly budget, which is often the better fit for teams that consistently run out.