Laureo does three kinds of work for you: it looks things up, it makes a set of common changes, and it drafts. For anything else it gives you one line and a button that opens the page where you do it yourself. This page lists each kind, using the same area names the sidebar uses. The quickest way to find out what it can do with something is still to ask in plain words.

• Customers: searching contacts and companies, one contact or company in detail, contact groups, the activity on a record, and whether a company or contact already exists before you add one.
• Deals: searching deals, the pipeline summary and the forecast, the deals at risk because they have gone quiet or slipped, what is on a deal (line items, stakeholders, team, tags), and your pipeline stages.
• Work: your tasks and a task search, projects with their health and the portfolio view, and project templates.
• Sales and billing: quotes and quote templates, the product catalogue, customer invoices (all, unpaid and overdue), the collections worklist, reminder plans and promises to pay, the aging report, payment disputes, recurring schedules and upcoming renewals.
• Email: your inbox, a search of it, unread email from one person or company, a whole thread and a summary of it, and your labels.
• Marketing: campaigns, their categories and senders, the unsubscribe list, and cold outreach sequences with their replies.
• Service: tickets, one ticket with its thread and a summary of it, and the ticket workload.
• Insights: running a report, your saved reports, dashboard figures, the pipeline summary, the headline numbers and the Today brief.
• Automation: your automations and their runs, whether the rules are firing as they should, the drafts brought over for review, and how your agents are doing.
• Scheduler: your booking links and the bookings made through them.
• Everything around you: your plan and billing status, which integrations are connected, whether enrichment is set up, your own sign-in activity, your team chat conversations and teammates, shared saved views, and the contacts waiting to be imported.

Pending invoices are your customers' invoices. Ask for pending, unpaid or overdue invoices and Laureo reads the invoices you sent to your customers: sent, partly paid and overdue. Your own Laureo subscription is a different question, and it answers that one when you ask about your plan or your billing by name.

A saved view is never a limit on what Laureo can find. If one of your views hides a record, Laureo still finds it, because the view only changes what a list page shows you.

• Customers: creating a contact, updating a company, and creating a contact group.
• Deals: updating a deal, moving it to another stage, marking it won or lost, and turning a deal into a project.
• Work: updating a task or marking it complete, and creating a project.
• Sales and service: creating a quote and creating a ticket.
• Calendar: creating an event on your connected calendar. This one shows a card every time, because an invitation can reach other people.
• Campaigns: creating a campaign draft. A draft needs no sender. The sender is checked when you send a test, schedule the campaign or send it, all in the campaign editor. Once the draft is saved, its card offers Edit campaign, which opens that campaign in the campaign editor.
• Insights: saving a report and creating a dashboard.
• Its memory: saving something you ask it to remember.

A record is never created twice. If one of your own saved views would hide the record Laureo just created, the receipt says which view hides it and offers Show in list, which opens the list with that record shown. Your view itself is not changed.

Laureo drafts emails, replies to tickets, and the follow-ups on your Today brief. An email draft names who it is for and why, such as primary contact or named in your request, with a Change control. When it is not sure who should get it, the line reads Pick a recipient instead of asking you a question. Drafting Emails with AI covers the draft card in full.

Many actions in the app are still done on their own page: for example creating a task, logging an activity, sending an email, deleting a record, changing many records at once, building a booking page, or anything to do with invoices and payments beyond reading them. Ask for one and Laureo says so once, in one line such as "This is done on the Tasks page.", with an Open Tasks button. It does not try again in another way, and it never moves the screen on its own: the page opens when you press the button, and the conversation stays with you in the dock.

When your role, your seat or your plan does not include the action, the line says only that, with no button and no page name: "Your role does not include this.", "Your seat does not include this." or "Your plan does not include this."

Text messages, WhatsApp messages and phone calls are not something Laureo does, on any plan and in any role, even where your organization has connected a telephony provider and you can send them yourself.

Only you, on their own page: connecting an outside account, entering a card, giving consent, completing a two-step sign-in, deleting your account, and entering a secret such as a key or a password. Laureo gives you the button and waits.

Never Laureo: changing its own approval mode or how much it may do on its own, and deciding an approval. Those are always a person's decision.

Ask where do I set up booking pages or take me to the vendor list and Laureo answers with an Open button for that page, from the real list of pages you can open. That list is filtered exactly the way your sidebar and your command palette are filtered, so it never offers a page your role, your plan or your setup does not give you. Opening a page changes nothing and sends nothing, so it needs no card. Your browser's Back button is the whole undo.

A list answer comes as a table built from the records themselves: the first 10 rows, a line such as Showing 10 of 312 companies, Show more for more rows up to 50, and Open in followed by the page name, which opens that list on its own page with the same filters. Each name in the table opens that record.

Ask how does the scheduler work or what is a suppression list and Laureo searches these articles, reads the one that answers you, and replies in the product's own words with a link to the article it used. It can also list the sections of the help centre if you would rather browse. That is the difference between an assistant that describes your product and one that describes a product in general.

One group of guides works differently. The moving from guides under Import and export are assembled from the live import settings at the moment you open them rather than written out in advance, so Laureo can find them and link you to them but cannot quote them back. For those you get the link and a note saying to open it.

Reading and drafting happen straight away. A change produces a card that shows every value it will save and every required field of the page's own form, with Approve, Edit, Request changes and Deny. A missing answer that only you can give produces one question card, which ends Laureo's turn until you answer. Both are covered in Using the Chat.

Some changes show a card every time, in every mode and on every plan: anything that moves money, changes people's access, exports data or creates an export link, emails someone outside your organization, changes many records at once or deletes, and automations.

Which other changes may run without a card is an organization setting, not a personal one. An administrator sets it in Settings, Company, Integrations, AI, where actions are grouped by the part of the product they belong to. Until it is changed, everything asks first. Approval settings covers it in full.