Connect your Magento 2 or Adobe Commerce store to Velaro and your bot and your agents can work with live store data inside a chat. Customers ask about an order, a product, stock or a discount, and the answer comes straight from your store. No copy and paste, no switching tabs.

Both open source Magento 2 and Adobe Commerce are supported, including the B2B features on Adobe Commerce.

What You Need Before You Start

• A Magento 2 or Adobe Commerce store reachable over HTTPS
• A Magento admin login that can create integrations
• A Velaro admin login

Connect Your Store

Step 1: Create an integration in Magento

1. In Magento Admin, go to System, then Extensions, then Integrations.
2. Click Add New Integration and name it Velaro.
3. On the API tab, grant access to Sales, Catalog, Customers and Inventory. Add Carts and Marketing if you want the bot to build carts and create coupons. Add the B2B resources if you use Adobe Commerce company accounts.
4. Save, then click Activate and Allow.
5. Copy the Access Token.

Step 2: Add the store in Velaro

1. In Velaro, go to Integrations and open Magento.
2. Enter your Store URL (for example https://mystore.com) and paste the Access Token.
3. Click Test Connection. You should see your store name and version.
4. Click Save.

Step 3: Turn on the skills

1. Go to Bots, open your bot, then AI Training and Skills.
2. Switch on the Magento skills you want the bot to use.
3. Or click Launch Starter Wizard to build a ready made Magento workflow in about a minute.

Your store shows up as a Magento tab beside every conversation, so agents see the customer, their recent orders and a product search without leaving the chat.

What Your Bot Can Do

Orders and shipping

• Find a customer by email, name or phone
• Look up recent orders and full order details
• Get carrier, tracking number and tracking link
• View invoices and credit memos
• Add a comment to an order

Products and stock

• Search the catalog by keyword, SKU or category
• Check live stock, with low stock messaging
• Show size, color and other options with price and stock for each
• Look up tier pricing for bulk buyers
• Browse categories and read customer reviews
• Recommend related products
• Compare two products side by side

Carts, coupons and shipping

• Build a cart and send a checkout link
• Read a cart and change quantities
• Apply a coupon code
• Show available shipping methods and rates
• Create a new coupon for cart recovery, a VIP reward or a price match
• View a customer's wishlist

Cancellations and refunds

• Cancel an order that has not shipped
• List refunds on an order
• Issue a full or partial refund

Customer insight

• Lifetime value, VIP or loyal status, purchase frequency and top products, so the bot can adjust how it talks to each customer

Adobe Commerce B2B

• Company account, credit limit and status
• Requisition lists for repeat orders
• Open negotiable quotes with pricing and expiry

Plans and Permissions

Skills come in three groups so you decide how much the bot is allowed to do.

If a group is not on your plan, you will see it locked in Velaro with an option to upgrade. Your Velaro account team or an admin with billing access can turn it on.

Use Magento With Velaro Workflows

Add the Magento AI step to any workflow. Pick your store and the skills that step is allowed to use. Combine it with the rest of Velaro to do things like:

• Answer "where is my order" on chat, SMS, WhatsApp or Apple Messages and hand off to an agent if the order is stuck
• Offer a coupon to a visitor who abandons a cart during a chat
• Route a VIP customer straight to a senior agent
• Collect a satisfaction survey after a refund
• Send order updates by email or text with Velaro campaigns

Bot Knowledge for Store Policies

Open the Bot Knowledge tab on the Magento integration and fill in your return, shipping and warranty answers once. The bot uses them for every customer. See the Magento and Adobe Commerce Bot Knowledge Guide for the full list.

Troubleshooting

Errors from your store are recorded in the integration Activity Log, so your team can see exactly what Magento returned.