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Velaro Channels Guide

Velaro Channels Guide

What channels does Velaro support?

Velaro supports messaging across multiple channels from a single admin. Agents handle all channels in one unified inbox.

| Channel | What it is |

|---|---|

| Web Chat | Embeddable chat widget on your website |

| SMS | Two-way text messaging via phone number |

| WhatsApp | WhatsApp Business API messaging |

| Facebook Messenger | Facebook page messaging |

| Instagram DM | Instagram direct messages |

| TikTok DM | TikTok direct messages |

| Email | Inbound and outbound email |

Enabling a channel

Channel access depends on your subscription. To check which channels are enabled for your account, go to Settings > Channels. If a channel shows as disabled, contact your account manager at support@velaro.com to add it to your plan.

Web Chat setup

1. Go to Deployments in the sidebar.

2. Click New Deployment and choose Web Chat.

3. Customize the widget appearance (colors, position, greeting).

4. Copy the embed code and paste it into your website's <head> or just before </body>.

5. The chat widget will appear on your site within minutes.

SMS setup

1. Go to Settings > SMS.

2. Provision a phone number (US/Canada/international available).

3. Customers can text that number and it routes to your agent inbox.

4. Outbound SMS is available via workflows and campaigns.

WhatsApp setup

1. Go to Integrations > WhatsApp.

2. Connect your WhatsApp Business Account via Facebook Business Manager.

3. A phone number must be approved by Meta before going live.

4. Response templates must be pre-approved for outbound messages.

Facebook Messenger setup

1. Go to Integrations > Facebook.

2. Click Connect Facebook Page and authenticate with your Facebook admin account.

3. Select which page(s) to connect.

4. Messages sent to your page's Messenger will appear in the agent inbox.

Instagram DM setup

1. Go to Integrations > Instagram.

2. Connect via the Facebook Business account linked to your Instagram Professional account.

3. Instagram requires the account to be a Business or Creator account (not personal).

Channel routing

Use Rules to route conversations from different channels to different teams. Example:

  • SMS conversations → SMS Support Team
  • WhatsApp → WhatsApp Team
  • Web Chat (after hours) → Bot workflow

Deployments

A Deployment is a specific instance of a channel with its own settings. You can have multiple web chat deployments for different pages or brands. Your subscription controls how many deployments are allowed.

Testing a channel

  • Web Chat: open the deployment preview link or install the widget on a test page.
  • SMS: text the provisioned number from your phone.
  • WhatsApp/Facebook/Instagram: send a test message from a personal account.

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