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How to ask questions, understand tool use indicators, approve actions, and manage conversations
Asking Questions
Type naturally — the AI understands CRM context.
Type your message in the input area and press Enter to send. Use Shift+Enter for a newline without sending.
Example questions:
- "Show me my at-risk deals"
- "What tasks are overdue?"
- "Find companies in the healthcare industry"
- "Summarize my pipeline health"
- "Create a follow-up task for Acme Corp due next Monday"
- "Help me prioritize my deals this week"
- "Draft an email to Sarah about the renewal"
What the AI Will & Won't Discuss
The assistant is focused on CRM operations and sales strategy.
The AI assistant is designed to be a business advisor grounded in your CRM data. It will help with sales strategy, pipeline planning, email composition, and workflow optimization.
If you ask about topics outside its scope (code, medical advice, general trivia), it will redirect you back to CRM-related help. For competitor questions, it will only assist with migrating data from another CRM into Laureo.
Understanding Tool Use
The AI uses tools to read and modify your CRM data. Indicators show you what's happening.
When the AI needs to look up data or perform an action, you'll see an inline progress card in the conversation with a friendly description of what's happening:
- Executing — A spinner with a description (e.g., "Searching companies...")
- Completed — A checkmark with a result summary (e.g., "Found 3 companies")
- Failed — An X icon with an error message
Click on a completed card to expand it and see the data returned.
Approving Actions
Write actions require your approval before executing (in Ask Before Edits mode).
In Ask Before Edits mode (the default), when the AI wants to create or modify a record, an approval card appears in the chat with the proposed changes:
- Approve — Execute the action immediately
- Edit & Approve — Modify the fields before executing
- Deny — Cancel the action; the AI acknowledges and continues
After approval, a result card shows whether the action succeeded, with a link to the created/modified record.
In Auto Edits mode, all actions execute without confirmation. This mode must be enabled by your organization admin.
Streaming & Stop Generation
Responses stream in real-time. You can stop generation at any time.
AI responses appear character by character as they're generated. A blinking cursor indicates the response is still streaming.
To stop a response mid-stream, click the stop button (square icon that replaces the send button) or press Escape. The partial response is preserved.
If the AI is "thinking" before responding, you'll see a pulsing indicator. After 3 seconds, an elapsed timer appears. Once complete, you can expand the thinking block to see the AI's reasoning.
Chat History & Conversations
Conversations are saved automatically and can be continued later.
Every conversation is automatically saved. In the panel, use the conversation dropdown at the top to switch between recent chats. In full-page mode, the sidebar lists all conversations grouped by date.
Conversation titles are auto-generated after your first exchange. You can also:
- Start a new conversation with the "New Chat" button
- Search conversations by title
- Archive or delete old conversations