After you finish checkout, Laureo walks you through the five things every new CRM needs: business context, your contacts, a sales pipeline, teammates, and a finish that recaps what you set up and offers a few things to try first. Most teams finish in about ten minutes, and you can skip any part of it.

Setup opens automatically the first time you land in the app, and again whenever you go to /onboarding. Once you finish it (or dismiss it) it stops appearing. Answers save as you give them, so leaving in the middle never loses your progress.

A setup conversation. If you hold an owner or power seat, setup runs as a guided interview. Laureo asks one question at a time, and each question comes with the control that fits it: a dropdown for industry, a row of chips for team size, an approval card for your pipeline. Almost everything is answered by tapping rather than typing.

A form. Collaborator and view-only seats get the same five steps as a plain form, and so does anyone who cannot use Laureo. Both versions ask for the same things and write to the same place, so an answer given in one shows up in the other.

Questions arrive one at a time in a single continuous thread. Nothing is a wall of fields, and nothing waits on Laureo to think: every scripted question is answered by its own inline control, so the answer lands the moment you tap.

If you ask something while a question is still open, whether you tap a suggested question or type your own, your message and the answer join the thread and the open question moves down underneath them. The thread stays in the order things happened, and the question you have not answered yet is always the last thing in it.

Nearly every question carries a quiet skip link under its own controls, and the link says exactly what it skips. It reads Skip this question normally. It reads Set up later when the question is the last one that step will ask you and you have not answered anything else in it, because skipping there does record the whole step as skipped. On the contact review it reads Skip, keep none, because that one throws away the contacts staged on screen. Those three are the only wordings you will see.

Below the question, on most turns before the last step, there is also a small Set up later button. That one leaves the whole step, whatever the question in front of you is asking, and it is there even on the turns where the question itself offers no skip. You can also just type set up later in the message box, which leaves the step on every step but the last whether that button is showing or not. When the question’s own skip would already end the step, you get one control rather than two. The one exception is the contact review while contacts are staged on screen: there the skip throws those contacts away, so the button that leaves the whole step stays beside it. The step stays on your setup checklist either way, and you can reopen it from there whenever you want.

Step navigation is not in the conversation. A slim row sits between the progress header and the thread holding Back (from the second step on) and Prefer a form?, so they stay in place while the thread scrolls. Leaving a step is not in that row: it lives in the thread, on the Set up later button described above. The header above the row shows Step 1 of 5 with progress dots you can click to jump back to a step you already passed.

A message box is pinned at the bottom of the thread. On most questions it reads Ask about this step, and that is where you ask Laureo something in your own words. It is the only part of setup that draws on your workspace AI budget. Answering the questions themselves costs nothing, however many of them you answer.

The opening question about what your team does is the exception. There the box reads Type what your team does, and what you send is taken as your answer rather than sent to Laureo, so it costs nothing either. It takes the same 280 characters the card above it does, with a counter beside the box.

An inbox scan finds far more addresses than you want in a CRM: auto-replies, newsletters, internal threads, one-off senders. So the review does not default to all of them. Laureo pre-selects the contacts that look like real business relationships and proposes that set, with a count, before anything is written.

You have four ways out of it. Approve takes the suggested set as it stands. The Review all link beside it, which names the staged count, opens every staged row in the full review table, where you can widen or narrow the selection yourself. Not these puts the suggestion away without writing anything, and the staged contacts are still there if you want them. The quiet skip link under the card reads Skip, keep none, and that is the one that throws the staged contacts away. If a scan staged contacts but nothing looked like a clear match, Laureo says so and sends you straight to the full list rather than offering you an empty approval.

Skip a question. Nearly every question in the conversation carries its own skip link, so you can pass on your industry and still answer team size. A branch that only asks you to acknowledge something offers Continue instead of a skip: a pipeline your team already set up, and the invite step when no seats are free or you are not an admin. A skip is also briefly unavailable while a request is still running. The last step has none at all, since there is nothing after it to advance to.

Skip a step. Most turns before the last step carry a Set up later button under the question, and typing set up later in the message box does the same thing on every step but the last, whether that button is showing or not. You also reach the same outcome by taking the skip on a step’s last remaining question, since there is nothing behind it. Except on the contact review, where it reads Skip, keep none, that link reads Set up later when you have answered nothing else in the step and Skip this question when you have, so the wording matches what it records. Leaving a step is a decision Laureo records rather than something it treats as forgotten, and the setup checklist reads your progress as a plain count like “3 of 5 done, 1 skipped.” On the first step anything you already answered counts, so leaving after an answer records that step as done rather than skipped. Either way the step stays on the checklist and you can reopen it from there whenever you want.

The form version has the same exit under the same words. It sits at the foot of the step, beside Back, and it always reads Set up later, while in the conversation a skip link takes those words only when you have answered nothing else in the step. There is no message box on the form, so the typed wording is a conversation thing only.

Throw away what a step staged. One control does more than pass on a question, so it is worded for it: on the contact review, Skip, keep none discards the contacts the scan staged rather than saving them. Nothing already in your CRM is touched.

Skip all of it. Inside setup, open the avatar menu in the top-right and choose Skip onboarding. It asks you to confirm first, then ends setup and takes you to your workspace. Outside setup, the same thing happens when you dismiss the Setup checklist card on your dashboard with the X in its top-right corner. Either way the nudges stop and nothing you already set up is undone. The steps you had not finished are not marked skipped either: they stay open, so you can pick them up any time from /setup.

The slim row above the conversation carries a control reading Prefer a form?. It moves you to the form version of the same step, with everything you have already saved carried over.

It is there on every step of the conversation except the last, and it never disappears on you. If you are partway through a step with an answer you have given but not yet committed, pressing it asks you to confirm first: Switch to the form? tells you those answers are not saved yet and lets you switch anyway or stay put. Between questions it just switches. The last step is the same summary in both versions, so the row is not rendered there at all.

When you switch yourself, a Back to Laureo control appears in the same row on the form to bring you back, and it behaves the same way in reverse: if the form step holds edits you have not saved, it asks before it moves you. Like the control out, it is absent on the last step.

One case is one-way. If setup moved you to the form itself, because Laureo became unavailable rather than because you asked, setup stays on the form for the rest of the run and no return link appears.

Setup opens as the form, not the conversation, when:

• You hold a collaborator or view-only seat. Those seats do not include Laureo.
• Laureo is switched off for your workspace.

It can also change over mid-setup. If your AI budget runs out, your trial ends, or billing pauses AI access while you are in the conversation, Laureo finishes the question you are on, then moves you to the form at the next step boundary and stays there. Everything you answered is already saved, so nothing is asked twice. Short-lived problems (a rate limit, a burst of requests) do not move you: you get one line in the thread and can try again.

The form version is complete on its own. Every step works with its normal controls, so you are never blocked from finishing setup.

You can leave setup at any time without losing progress. The avatar in the top-right opens a menu with Ask Laureo (in the conversation only, since the form has no assistant to open), Help Center, Contact Support, Save & exit, Skip onboarding, and Sign out. “Save & exit” marks your current step as in progress and takes you back to the app, so you can pick up later from any device.

“Skip onboarding” is the other way out, and it is the only control anywhere in the flow with setup-wide scope. It asks you to confirm, then ends setup and takes you to your workspace; the steps you have not finished stay open rather than being marked skipped. Neither row is offered on the last step, where setup is already done.

Progress saves automatically as you go. The header shows All changes saved when you are caught up, Saving… while a change is in flight, or Could not save · Retry if the network drops. You can reopen any step later from the setup checklist at /setup, including steps you already finished.

Until setup is complete, you'll see Finish setup in the left sidebar (above the divider), the account menu, and the dashboard's setup card.

Once setup is complete or dismissed, that Finish setup entry goes away in the sidebar, account menu, and mobile navigation, so it never clutters your workspace. You can still reopen the setup checklist any time from Settings → Account → Setup checklist, or from the setup card on your dashboard. Both open the in-app /setup page, and your sidebar and top bar stay put.

Enter advances the focused step (when the primary button is enabled and you're not typing in an input). ? jumps to the message box, in the conversation only. Alt+← goes back. Esc closes the account menu.