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Help Center

Docs

Everything you need to know about using Laureo

Help Center

Overview
Service Hub OverviewPreferencesTriaging TicketsLive ChatSLA Targets & QueuesKB Authoring & VerificationYour Public Help CenterCustomer Ticket PortalFeedback & CSAT ProgramsEmbedding a SurveyAI Autonomy ControlsConversation QualitySet up your AI Customer Support AgentAI Customer Support Agent Add-on
Help CenterServiceSet up your AI Customer Support Agent

Set up your AI Customer Support Agent

Publish your help center, configure the agent, and start it answering, end to end

What the agent is

A customer-facing agent that answers from your published articles and hands off when it cannot.

The AI Customer Support Agentanswers your customers' questions on your public help center, in a conversation, without them waiting for a person. It answers only from the knowledge base articles you have published to that help center, and it shows the customer which article the answer came from. When it cannot answer confidently, or when the question crosses one of your guardrails, it stops and hands the conversation to your team as a ticket with the whole exchange attached.

Setting it up is three steps: publish the help center it sits on, configure how it should behave, then start the trial or add an agent. This article walks all three in order. It is worth doing them in that order, because each step is what makes the next one possible: the agent has nothing to answer from until your help center is live, and nothing to answer on until it is configured.

An Ultra plan feature
The AI Customer Support Agent is available on the Ultra plan, as a paid add-on bought per agent. Publishing the help center underneath it is available on Business and above, so a Business workspace can complete step 1 and see the value of a public help center before moving up.

Before you start

Three things to have ready.

  • A few articles worth answering from. The agent is only as good as your knowledge base. Five or ten solid articles covering the questions you answer every week beat fifty thin ones.
  • Permission to change Service settings. Publishing the help center and configuring the agent both live in the Service hub and are gated on service admin rights.
  • Someone who can buy. Starting the trial or adding an agent is a billing action, so it needs a billing admin.

Step 1: Publish your help center

The public surface the agent answers on, and the article set it answers from.

Your help center is the branded, customer-facing view of your knowledge base. It is also where the agent lives, so this step comes first. If your help center is already published, skim the article gates below and move on to step 2.

1

Open Help Center settings

Go to Service, open the settings gear, and choose Help Center. The help center is off by default, so nothing is public until you turn it on here.

2

Choose your public address

Pick the subdomainthat forms your help center's address. It is how the public portal resolves your organization, so choose something your customers will recognize. Add your logo, brand color, theme, and default language while you are here.

3

Turn it on

Flip Enable help center and save. Your public address starts resolving straight away, with whatever articles already clear the three gates below.

4

Get the right articles onto it

In Service → Knowledge, make sure the articles you want the agent to use are published, set to visibility: public, and verified. See Your Public Help Center and Authoring & Verifying KB Articles for the full walkthrough of each gate.

The three gates decide what the agent can say
An article is in the agent's source universe only when it is published, visibility: public, AND verified. That is deliberate: the agent can only tell a customer something the customer could already have read for themselves. A draft, an internal-only article, or an article whose verification has gone stale is invisible to it, so if the agent will not answer a question you know you have documented, check those three flags first.

Step 2: Configure the agent

Instructions, tone, guardrails, handoff, and which articles it may use.

Open the AI Agent tab in the Service hub. Everything about how the agent behaves is set there, and every change applies to the next conversation, so you can adjust it while it is live. The defaults are deliberately cautious, so an agent you configure lightly errs toward handing off rather than guessing.

What you can set

  • Handling. How far the agent goes on its own: send everything to your team, answer first and then hand off, or let the agent handle the conversation.
  • Sources. Which of your public, verified articles the agent may answer from. Every eligible article is in by default; exclude individual ones here when an article is accurate but not something you want quoted back conversationally.
  • Identity and tone. The voice it writes in, how long its answers run, and the language it replies in.
  • Instructions. Free text describing your product, your support hours, and anything you want the agent to mention or avoid.
  • Guardrails. Switches for never quote prices and never promise refunds, plus your own phrases to withhold. A safety floor is always on underneath them.
  • Handoff. The message the customer sees when the agent stops and passes the conversation to a person.
Instructions steer. The output check is what stops a reply.
Treat written instructions as guidance, not a guarantee: they shape how the model writes, but they cannot by themselves make a topic impossible to raise. What actually stops a reply is the output check that runs on every answer before it reaches a customer. It reads the drafted answer and hands the conversation to a person instead of sending it when the answer would quote a price, promise a refund, or accept liability, and whenever the subject falls inside the safety floor. That floor always hands off and cannot be turned off or lowered by an instruction.
Write the instructions your team would give a new hire
The instructions that work are the ones you would give a person on their first day: what you sell, who your customers are, when you are open, and the two or three things you never want said. Vague instructions produce vague answers. Reading a week of transcripts, then tightening the instructions, is the single highest-value thing you can do after launch.

Step 3: Start the trial or add an agent

A 14-day trial for a deposit, or buy an agent outright.

With the help center published and the agent configured, the last step is to turn it on. You have two ways in, and both start from the same place in your billing settings.

1

Try it for 14 days

Start the trial for a one-time $1.99 deposit. The agent runs for 14 days, and if you keep it, the deposit is credited to your first month, so the trial costs you nothing extra. The trial is limited to one per organization. This deposit is separate from the deposit on a Laureo plan trial, and paying one does not pay the other.

2

Or add an agent outright

Add an agent for $59.99 per month, each. An annual price is available, and you can run more than one agent, each billed separately. See AI Customer Support Agent Add-on for the full price list.

3

Know what is included

Every agent includes 500 conversations a month. The allowance resets at the start of each month and unused conversations do not carry over. A conversation is counted the first time the agent answers, so a customer browsing your help center or a question the agent hands straight off never counts.

4

Add conversation credits if you need more

If a month runs long, buy an extra conversation credit pack. Purchased credits do not reset with the month and are drawn only after the month's included allowance is used. If you run out entirely, the agent stops answering and your help center falls back to article search, so customers can still find answers and still open a ticket.

Conversation credits are their own balance
Conversation credits are separate from Extra AI Creditsand from your organization's monthly AI budget. Buying one never adds to the other, and agent conversations never draw down your AI budget. Each balance is shown on its own.

Check that it is live

Two minutes to confirm the whole chain works.

1

Open your public address as a customer would

Visit your help center address in a private browser window, signed out. You should see your branding, your public articles, and the agent ready to take a question.

2

Ask something you know an article answers

A good first test is a question whose answer sits in one specific published article. You are checking two things: that the agent answers, and that it cites the article you expected.

3

Ask something it should refuse

Then ask about pricing, or for a refund, with those guardrails on. The agent should stop and offer to pass you to a person, using the handoff message you wrote. A handoff here is the system working, not failing.

Where transcripts live
Every conversation is stored with its full transcript: what the customer asked, what the agent answered, which articles it cited, and whether it handed off. Read them from the AI Agent tab in the Service hub. The handed-off ones are the most useful reading you have, because each one is a question your knowledge base does not answer yet. Turning those gaps into articles is what makes the agent better month over month.

Plan availability

Ultra for the agent, Business and above for the help center it sits on.

  • AI Customer Support Agent: Ultra plan, as a paid add-on bought per agent.
  • Public help center and help widget: Business and above.
  • Knowledge base authoring and verification: included with the ticketing suite.

Related Articles

Your Public Help Center· Publish the branded surface the agent answers onAuthoring & Verifying KB Articles· Write and verify the articles the agent is allowed to answer fromAI Customer Support Agent Add-on· What the agent costs, what counts as a conversation, and what happens at the limitAI Autonomy Controls· The separate agent-side AI that drafts and resolves tickets for your own teamTriaging Tickets in the Inbox· Where a handed-off conversation lands for your team to pick up
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