Velaro Integrations Guide

Available integrations

| Integration | What it does |

|---|---|

| HubSpot | Contacts, companies, deals, tickets, tasks, engagement, quotes, sequences — 29 AI tools |

| Dynamics 365 | Contacts, accounts, leads, opportunities, cases, activities, notes, quotes, appointments, email history, product catalog — 28 AI tools |

| NetSuite | Customer intelligence, order management, invoicing, case management, returns/RMA, inventory, quotes, opportunities, subsidiaries — 29 AI tools |

| BigCommerce | B2B Q&A, product search, cart builder, abandoned cart recovery, order lookup, customer intelligence, product recommendations, discount code creation, refunds, custom fields, gift certificates, price lists, quotes — 33 AI tools |

| Shopify | Policy Q&A, product search, quotes, order tracking, self-service returns, cancel orders, refunds, collections, variants, shipping zones, discount codes, product recommendations, customer intelligence, live store policies, metafields, blog articles, fulfillment, draft orders — 35 AI tools |

| WooCommerce | Product search, order management, refunds, customer lookup, cart builder, create discount coupons, shipping, compare products, product recommendations, customer intelligence — 28 AI tools |

| Magento / Adobe Commerce | Product search, order tracking, cancel orders, invoices, refunds, create refunds, cart builder, coupons, create discount coupons, shipping, wishlists, product recommendations, customer intelligence, B2B quotes, stock check, tier pricing — 29 AI tools |

| Klaviyo | Trigger email/SMS flows after every conversation + 6 in-chat AI tools: look up profiles, subscribe/unsubscribe contacts, fire custom events, update profile properties |

| Uplisting | Vacation rental management — reservations, guests, availability, properties, pricing, analytics — 18 AI tools |

| Guesty | Enterprise vacation rental management — reservations, guests, listings, pricing, guest experience, operations — 20 AI tools |

| Cloudbeds | Hotel & hospitality PMS — reservations, guests, billing, availability, property management — 20 AI tools |

| Accela Civic | Government permit, license, inspection, code enforcement, and 311 citizen service request automation — 30 AI tools |

| Microsoft 365 | Teams notifications, OneDrive attachments, Outlook Calendar |

| Calendly | Send booking links, track appointments |

| Power Automate | Trigger flows from Velaro events |

| Make (Integromat) | Trigger Make scenarios from Velaro |

| Zapier | Connect Velaro to 5,000+ apps via Zapier |

| Slack | Send notifications to Slack channels |

| Google Tag Manager | Deploy Velaro widget, push chat events to GA4/Ads/Meta, pass visitor variables into the bot |

| Migrate from Gorgias | Import Gorgias macros as bot Q&A, connect Shopify, launch bot — switch in 15 minutes |

Setting up an integration

1. Go to Integrations in the sidebar.

2. Select the integration you want to set up.

3. Click Connect and follow the OAuth or API key flow.

4. Click Test Connection after saving to verify your credentials have the right permissions. Green checkmarks confirm each access level. Red items show exactly what needs to be fixed.

5. Use Launch Starter Wizard to create a pre-built workflow for that integration.

HubSpot integration

What you can do: 29 AI tools covering contacts, companies, deals, tickets, tasks, engagement, quotes, and sequences — create/update records, look up pipeline data, create tickets, log notes and calls, send quote links, enroll contacts in email sequences, and surface full CRM context during every chat.

Setup:

1. Go to Integrations > HubSpot.

2. Click Connect HubSpot and authenticate with your HubSpot account.

3. Enable Push Transcripts to auto-send chat transcripts to HubSpot after each conversation.

4. Use Launch Starter Wizard to create a pre-built HubSpot bot workflow.

HubSpot — AI tools (29 tools)

Use these tools in bot workflows or as agent copilot tools. All require an active HubSpot connection.

Contact tools (5): hubspot_search_contact · hubspot_get_contact · hubspot_update_contact · hubspot_create_contact · hubspot_search_contacts

Company tools (3): hubspot_search_companies · hubspot_get_company · hubspot_get_contact_companies

Deal & pipeline tools (7): hubspot_get_deals · hubspot_search_deals · hubspot_get_deal · hubspot_update_deal · hubspot_create_deal · hubspot_get_pipeline_stages · hubspot_create_quote

Ticket tools (5): hubspot_create_ticket · hubspot_get_ticket · hubspot_get_contact_tickets · hubspot_search_tickets · hubspot_update_ticket

Task tools (2): hubspot_get_contact_tasks · hubspot_create_task

Engagement & team tools (7): hubspot_add_note · hubspot_get_contact_timeline · hubspot_get_owners · hubspot_create_engagement · hubspot_enroll_sequence · hubspot_get_form_submissions · hubspot_get_meetings

• hubspot_create_quote — create a HubSpot quote linked to a deal; returns a shareable link the AI can send in chat to close sales without leaving the conversation
• hubspot_enroll_sequence — enroll a contact in a HubSpot email sequence for automated post-chat follow-up
• hubspot_get_form_submissions — view what forms a contact has previously submitted (pricing requests, demo sign-ups, etc.)
• hubspot_get_meetings — list upcoming and past meetings with a contact so the AI can reference prior touchpoints

Full guide: See the HubSpot Bot Knowledge Guide.

Dynamics 365 integration

What you can do: 28 AI tools covering contacts, accounts, leads, opportunities, cases, activities, notes, quotes, appointments, email history, and the product catalog — plus custom Dynamics fields in the agent sidebar.

Setup:

1. Go to Integrations > Dynamics 365.

2. Enter your Tenant ID, Client ID, Client Secret, and Resource URL (Dynamics instance URL), then save.

3. Use Launch Starter Wizard to create a pre-built Dynamics workflow.

4. Go to the Sidebar Fields tab to configure which Dynamics contact fields your agents see during live chat.

Dynamics 365 — AI tools (28 tools)

Use these tools in bot workflows or as agent copilot tools. All require EnableDynamics365 subscription flag.

Contact tools (4): dynamics365_search_contacts · dynamics365_get_contact · dynamics365_get_contact_by_email · dynamics365_update_contact

Account & product catalog tools (4): dynamics365_search_accounts · dynamics365_get_account · dynamics365_get_account_contacts · dynamics365_get_products

Lead tools (3): dynamics365_create_lead · dynamics365_search_leads · dynamics365_update_lead

Opportunity & quote tools (6): dynamics365_search_opportunities · dynamics365_get_opportunity · dynamics365_get_contact_opportunities · dynamics365_update_opportunity · dynamics365_create_opportunity · dynamics365_create_quote

Case tools (5): dynamics365_search_cases · dynamics365_get_case · dynamics365_create_case · dynamics365_update_case · dynamics365_get_contact_cases

Activity, Notes & scheduling tools (6): dynamics365_create_note · dynamics365_get_activities · dynamics365_create_activity · dynamics365_get_entity_notes · dynamics365_schedule_appointment · dynamics365_get_email_history

• dynamics365_create_quote — create a Dynamics 365 quote optionally linked to an opportunity; returns the new quote ID for formal B2B quotes in chat
• dynamics365_schedule_appointment — create a Dynamics 365 appointment that syncs to Outlook Calendar; lets the AI book follow-up meetings without leaving the conversation
• dynamics365_get_email_history — get email communication history with a contact; helps the AI reference prior touchpoints during the conversation
• dynamics365_get_products — search the Dynamics 365 product catalog by name or product number; returns pricing and availability for B2B sales bots quoting line items

Dynamics 365 — Sidebar Fields

What Sidebar Fields does: Controls which Dynamics 365 contact fields appear in the agent sidebar panel during live conversations. Standard fields (name, email, job title, company, phone, city, country) are always shown. You can add any additional Dynamics contact property.

How to add a custom field:

1. Go to Integrations → Dynamics 365 → Sidebar Fields tab.

2. Click Discover Dynamics properties — Velaro queries your Dynamics org and lists all available contact attributes.

3. Select a property from the dropdown (e.g. customertypecode, industrycode, or any custom field your org has added).

4. Optionally enter a friendlier label (e.g. "Customer Type" instead of customertypecode).

5. Click + Add field → the field appears in the custom fields list.

6. Click Save sidebar fields — changes take effect immediately.

Why use this: Dynamics 365 supports custom attributes per organization. If your team added fields like contract value, territory, or lead source, you can surface those in the agent sidebar without any code changes — just pick them from the discovered list and save.

NetSuite integration

What you can do: Look up customers by name, email, or phone, retrieve full account profiles, check account balances, view contacts, search and retrieve order history, get order line items and status, cancel orders, add order notes, look up invoices, check open invoices and payment history, pull credit memos, create quotes, look up open opportunities, check subsidiaries/entities, create and update support cases, add case notes, initiate RMAs, retrieve RMA status, search the item catalog, check real-time stock levels, get item pricing, and call custom RESTlet scripts — all from the chat window. 29 AI tools included.

Setup:

1. Go to Integrations → NetSuite

2. Connect via OAuth (Consumer Key, Consumer Secret, Token, Token Secret, Account ID)

3. Enable NetSuite AI skills under Bots → AI Training → Skills

4. Use Launch Starter Wizard to create a NetSuite bot workflow

AI skills available (29 tools):

Customer Intelligence (6):

• netsuite_search_customer — search for a customer by name, email, or phone number
• netsuite_get_customer — retrieve full customer profile including address, status, and account rep
• netsuite_get_customer_contacts — list contacts associated with a customer account
• netsuite_get_customer_balance — get account balance, credit limit, and overdue amounts
• netsuite_update_customer — update a customer record (address, phone, email, status)
• netsuite_get_subsidiaries — list all active subsidiaries/legal entities; essential for multi-entity B2B environments

Order Management (5):

• netsuite_search_orders — find orders by customer name, email, or order number
• netsuite_get_order — retrieve full order details including line items, status, and totals
• netsuite_get_order_history — list all orders for a customer account over time
• netsuite_cancel_order — cancel a sales order in NetSuite (always confirm before acting)
• netsuite_add_order_note — add an internal memo or note to a sales order

Invoicing, Payments & Quotes (6):

• netsuite_get_invoice — retrieve invoice details including line items, due date, and balance
• netsuite_get_open_invoices — list all outstanding unpaid invoices for a customer
• netsuite_get_payment_history — view payment records, amounts, and dates applied to invoices
• netsuite_get_credit_memos — retrieve credit memos issued to a customer account
• netsuite_get_credit_memo — get details on a specific credit memo by ID — amount, applied invoices, and status
• netsuite_create_quote — create a NetSuite estimate (quote) record with line items, pricing, and expiry; lets the AI close B2B sales directly from chat

Case Management (4):

• netsuite_create_case — create a new support case in NetSuite from the chat conversation
• netsuite_get_cases — retrieve open and recent cases for a customer account
• netsuite_update_case — update an existing case (status, priority, assigned rep)
• netsuite_add_case_note — add a note or message to an existing support case

Returns & RMA (2):

• netsuite_get_rma — retrieve RMA (Return Merchandise Authorization) status and details
• netsuite_create_rma — create a new RMA from a chat conversation with reason and line items

Inventory & Products (4):

• netsuite_search_items — search the NetSuite item catalog by name, SKU, or category
• netsuite_check_stock — check real-time inventory levels with urgency messaging when low
• netsuite_get_item_pricing — get pricing for an item including customer-specific price levels
• netsuite_restlet — call a custom NetSuite RESTlet script for any business-specific operation

Sales & Opportunities (2):

• netsuite_get_opportunity — get a specific opportunity by ID — stage, probability, expected amount, close date
• netsuite_search_opportunities — search opportunities by customer, stage, or date range

Full guide: See the NetSuite Bot Knowledge Guide.

Accela Civic integration

What you can do: 30 AI tools covering government permit and license management, inspection scheduling, code enforcement, parcel lookups, contractor verification, and 311 citizen service requests — everything a municipality or government agency needs to serve residents in chat. Replaces the old PublicStuff 311 platform with the same Accela OAuth token.

Setup:

1. Go to Integrations → Accela Civic.

2. Click Connect Accela and authenticate via OAuth (authorize Velaro in your Accela environment).

3. Click Test Connection to verify the token.

4. Use Launch Starter Wizard to create a pre-built workflow: Permit Status Bot, 311 Citizen Services Bot, or Contractor License Verification Bot.

Subscription: Requires EnableAccela feature flag (contact Velaro support to enable).

Accela Civic — AI tools (30 tools)

Records & Permits (5):

• accela_search_records — search permits, licenses, and records by keyword, type, status, or address
• accela_get_record — retrieve full details on a specific permit or record by ID
• accela_create_record — create a new permit application with contact info and address
• accela_update_record — update an existing record's status or description
• accela_get_record_documents — list documents attached to a permit or record

Inspections (3):

• accela_get_record_inspections — list all inspections scheduled for a permit record
• accela_schedule_inspection — schedule an inspection on a permit by type and date
• accela_get_inspection_types — list all inspection types available for the agency

Contacts & Professionals (6):

• accela_search_contacts — search contacts/applicants by name, email, or license number
• accela_get_contact — retrieve full contact details by contact ID
• accela_create_contact — create a new contact record in Accela
• accela_update_contact — update contact email, phone, or address
• accela_get_contact_records — list all permit records associated with a contact
• accela_search_professionals — search licensed professionals (contractors, engineers) by name, license number, or type

Agency & Lookup (7):

• accela_get_record_status — get current workflow task status for a permit or record
• accela_get_record_conditions — list conditions of approval attached to a record
• accela_get_record_workflow — retrieve workflow task timeline and status for a record
• accela_get_record_contacts — list all contacts linked to a specific permit record
• accela_search_by_address — find all permits and records associated with a property address
• accela_get_parcel_info — look up parcel information by address or APN
• accela_get_agency_info — retrieve agency name, contact info, and configuration

311 Citizen Service Requests (6):

• accela_create_service_request — submit a 311 citizen service request (pothole, streetlight outage, graffiti, abandoned vehicle, noise complaint, etc.) — the AI collects issue type, address, description, and optional contact info, then submits directly to the agency
• accela_get_service_request_status — check the current status of a submitted 311 request by record number so citizens can track their report
• accela_search_service_requests_by_address — find all 311 service requests near an address to avoid duplicate submissions and show resolution history
• accela_get_service_request_types — list all available 311 issue categories configured for the agency (pothole, graffiti, etc.) — use before accela_create_service_request if the citizen isn't sure what category to pick
• accela_get_fees — get the fee schedule for a permit or record — total due, amount paid, and balance outstanding
• accela_add_record_comment — add a comment or status update to any existing record or 311 request

Record Type Lookup (3):

• accela_get_record_types — list all permit and record types available for the agency
• accela_get_record_contacts — list contacts attached to a specific record
• accela_get_contact_licenses — list professional licenses held by a contact

Full guide: See the Accela Civic Bot Knowledge Guide.

BigCommerce integration

What you can do: Answer B2B policy questions, search products, check real-time stock levels, browse by brand and category, check product variants (colors/sizes), look up customer-group pricing, get product reviews, create and update carts, recover abandoned carts, apply coupons, look up orders and customers, cancel orders, view invoices and refunds, check shipping methods, manage wishlists, get shipment tracking, compare products side by side, get product recommendations, analyze customer lifetime value and VIP status, look up custom fields, gift certificates, price lists, and create quotes — all from the chat window. 33 AI tools included.

⚠️ Required API permissions — set ALL of these or specific AI skills will silently fail:

When creating your BigCommerce V2/V3 API token (Settings → API → Store-level API accounts → Create V2/V3 API token), enable every scope below:

• Store Information: Read-only
• Products: Read-only — catalog, categories, brands, variants, inventory, reviews
• Customers: Modify — read, create, and update customer records (Read-only breaks create/update skills)
• Orders: Read-only — order status, history, items, fulfillment
• Order Transactions: Read-only — payment history and invoice details
• Checkouts: Modify — cart creation, abandonment recovery, checkout management
• Coupons: Read-only — discount and coupon lookup
• Marketing: Read-only — promotions and banners
• Fulfillments: Read-only — shipment tracking
• Content: Modify — required for chat widget install

Setup:

1. Go to BigCommerce Admin → Settings → API → Store-level API accounts → Create API account → Create V2/V3 API token

2. Enable all scopes listed above (10 scopes total)

3. Copy your Store Hash and Access Token (token is shown only once)

4. Go to Integrations → BigCommerce and paste your credentials — click Test & Continue to verify

5. Go to Bot Knowledge tab → fill in B2B Q&A templates

6. Enable BigCommerce AI skills under Bots → AI Training → Skills

7. Use Launch Starter Wizard to create a BigCommerce bot workflow

If your token expires or needs to be regenerated: Go to Integrations → BigCommerce → Accounts, click Update Token next to your store, and paste the new token. Your bot configuration and workflows are preserved — no need to reconnect from scratch.

Troubleshooting setup errors: A 403 on the connection test means the token is valid but missing scopes — add all 10 scopes above. A 401 means the token is wrong or was regenerated — use "Update Token" to fix it without disconnecting.

AI skills available:

• bigcommerce_search_products — search the catalog by keyword, returns price, SKU, and availability
• bigcommerce_check_stock — check real-time inventory by product name with urgency messaging when low
• bigcommerce_get_order — retrieve full order details including line items and shipping address
• bigcommerce_search_orders — find all recent orders for a customer email address
• bigcommerce_get_tracking — get carrier, tracking number, and direct tracking link for an order
• bigcommerce_create_cart — build a cart with selected products and return a checkout link
• bigcommerce_get_abandoned_carts — find abandoned carts by customer email for recovery workflows
• bigcommerce_apply_coupon — apply a discount coupon to the visitor's cart during conversation
• bigcommerce_get_customer — fetch customer profile including order count and group membership
• bigcommerce_get_cart — retrieve the active cart for a customer by email
• bigcommerce_add_order_note — add an internal staff note to an order
• bigcommerce_get_reviews — fetch approved star ratings and review highlights from BigCommerce's native review system
• bigcommerce_get_variants — get all product variants (colors, sizes, styles) with per-variant price and stock level
• bigcommerce_check_pricing — look up customer-group-specific pricing for a product (wholesale/tiered B2B pricing)
• bigcommerce_get_brand_products — filter the catalog by brand name, returns matching products with stock and pricing
• bigcommerce_cancel_order — cancel a pending or processing order before shipment
• bigcommerce_get_refunds — check refund status and details for an order
• bigcommerce_get_invoices — retrieve invoice details for an order (for accounting/tax purposes)
• bigcommerce_update_cart — change item quantities or remove items from a cart
• bigcommerce_get_wishlist — view items saved to a customer's wishlist for purchase suggestions
• bigcommerce_get_shipping_methods — get available shipping options and rates for checkout
• bigcommerce_get_store_config — get store info (currency, locale, timezone) for context-aware responses
• bigcommerce_get_categories — browse the category tree to help customers navigate the catalog
• bigcommerce_compare_products — compare two products side by side (price, stock, variants, availability) — triggered by "what's the difference between X and Y?"
• bigcommerce_customer_insights — calculate LTV, VIP status (VIP/Loyal/Returning/New), purchase frequency, and top products for any customer — gives AI an engagement strategy before the first reply
• bigcommerce_get_recommendations — returns up to 5 products from the same category as a source product; triggers on "what else goes with X?", "show me similar products", or proactive upselling after showing an item
• bigcommerce_create_discount — creates a real-time BigCommerce promotion + coupon code (percentage, fixed amount, or free shipping) with configurable usage limit and expiry; use for cart recovery, VIP rewards, or price-match situations
• bigcommerce_create_refund — issues a manual refund on a BigCommerce order via the v3 payment_actions API; supports partial refunds by amount; optionally notifies the customer
• bigcommerce_get_custom_fields — retrieve custom field values on a product (e.g. warranty info, materials, certifications) — useful for B2B bots that need product specs not in standard fields
• bigcommerce_get_gift_certificates — look up gift certificates by code — balance, status, and expiry; lets the AI answer "how much is left on my gift card?"
• bigcommerce_get_orders — list all recent orders for a customer email (bulk view); complements get_order which fetches one specific order by ID
• bigcommerce_get_price_lists — retrieve customer-group price lists for B2B pricing tiers; used with check_pricing to look up contract or wholesale prices
• bigcommerce_create_quote — create a draft order (quote) in BigCommerce and return a shareable checkout link; use for B2B price quotes and custom order requests

Full guide: See the BigCommerce Bot Knowledge Guide.

Shopify integration

What you can do: Answer policy questions instantly, search products live, compare variants side-by-side, create quotes with checkout links, track orders, initiate returns, validate coupons, recover abandoned carts, view active carts, check stock levels, show product reviews, get product recommendations, create real-time discount codes, cancel orders, process refunds, browse collections, check shipping zones, look up discount codes, view order notes, search orders, get deep customer intelligence, get store info, read product metafields, serve blog articles, create fulfillments, look up draft orders, and update order tags — all in the chat window. 35 AI tools included.

⚠️ Required Shopify permissions — the OAuth flow requests all of these automatically. If you installed before a newer version of Velaro, disconnect and reconnect to grant the full set.

Velaro requests the following Shopify API scopes during OAuth:

• read_products, write_products — catalog, variants, metafields, collections, reviews
• read_inventory — real-time stock levels
• read_orders, write_orders — order status, history, cancellation, notes, tags
• read_customers, write_customers — customer lookup, create, update
• read_discounts, write_discounts — coupon validation and discount code creation
• read_draft_orders, write_draft_orders — quote and draft order management
• read_fulfillments, write_fulfillments — shipment tracking and fulfillment creation
• read_returns — return initiation and status
• read_shipping — shipping zones and rates
• read_checkouts — abandoned cart recovery
• write_script_tags — chat widget embed on storefront

Setup:

1. Go to Integrations → Shopify

2. Click Connect — you'll be redirected to Shopify to approve all permissions above

3. Click Install app to grant permissions and return to Velaro

4. Go to Bot Knowledge tab → fill in your 7 Q&A templates → click Save to bot

5. Click Scan my store to index your product pages and policies

6. Go to Bots → AI Training → Skills → enable Shopify Commerce skills

7. Use Launch Starter Wizard to create your first Shopify bot workflow

If specific skills fail after connecting: Disconnect and reconnect the integration — your store may have been connected before all required permissions were added. Reconnecting grants the full permission set. Bot Knowledge and workflows are not affected.

AI skills available (35 tools):

• shopify_search_products — search the catalog by keyword, returns price, availability, and URLs
• shopify_get_order — fetch a specific order by ID — line items, totals, fulfillment status, tracking
• shopify_get_recent_orders — last 5 orders for a customer email
• shopify_get_customer — find a customer by email — account details, lifetime value, order count
• shopify_get_tracking — live tracking info and carrier link for any order
• shopify_initiate_return — submit a return request directly in Shopify
• shopify_create_quote — create a draft order and send a direct checkout link
• shopify_get_abandoned_cart — find incomplete checkouts and send a recovery link
• shopify_apply_coupon — validate a discount code in real time
• shopify_check_stock — real-time inventory with urgency messaging when low
• shopify_get_reviews — product reviews and star ratings from Judge.me
• shopify_get_cart — active cart contents, quantities, and subtotal
• shopify_get_product_details — full product details by ID — variants, images, pricing, inventory
• shopify_get_shop_info — store name, domain, currency, plan, timezone, and country
• shopify_cancel_order — cancel a Shopify order (always confirm with customer first)
• shopify_get_refunds — list all refunds for an order with amounts and notes
• shopify_create_refund — process a partial or full refund on an order
• shopify_get_collections — product collections with handle, description, and product count
• shopify_get_product_variants — all sizes, colors, and options with per-variant pricing and stock
• shopify_search_orders — search orders by customer name, email, or order number
• shopify_add_order_note — add an internal note to an order for tracking
• shopify_get_order_notes — order communication history and timeline events
• shopify_get_shipping_zones — shipping zones with countries and rate names/prices
• shopify_get_discount_codes — active discount codes with type, value, and expiry
• shopify_recover_cart — in-chat abandoned cart recovery: when a visitor is already in a conversation and has an open checkout, sends a personalized recovery message with direct link and optional discount code
• shopify_get_customer_insights — customer LTV, VIP status, purchase frequency, and recommended approach
• shopify_get_recommendations — returns up to 5 products from the same Shopify collection as a source product; triggers on "what else goes with X?" or proactive upselling
• shopify_create_discount — creates a real-time promo code (percentage, fixed, or free shipping) with usage limit and expiry; use for cart recovery offers or VIP rewards
• shopify_get_store_policies — fetches live return/refund, shipping, privacy, and terms of service policies directly from Shopify; use when a customer asks about return windows, shipping terms, or privacy rights
• shopify_compare_products — compare two Shopify products side by side on price, stock, variants, and availability; triggers on "what's the difference between X and Y?"
• shopify_get_metafields — retrieve product or variant metafields (custom data like materials, certifications, warranty, or care instructions) not available in standard fields
• shopify_get_blog_articles — search and return Shopify blog articles by keyword; use when customers ask for how-to guides, buying guides, or product tutorials
• shopify_create_fulfillment — create a fulfillment record for an order line item; use when agents need to mark items as shipped and provide a tracking number
• shopify_get_draft_orders — list draft orders (saved quotes/estimates) for a customer; useful for following up on incomplete quotes
• shopify_update_order_tags — add or update tags on a Shopify order for workflow automation and internal classification

Full guide: See the Shopify Bot Knowledge Guide for detailed setup.

WooCommerce integration

What you can do: Answer policy questions, search products, check live stock levels, look up and manage orders, process refunds, look up customers, validate coupons, create real-time discount coupons, build cart links, check shipping and tax rates, view payment gateways, pull sales reports, compare products side by side, get product recommendations, and analyze customer lifetime value and VIP status — all from the chat window. 28 AI tools included.

Setup:

1. Go to Integrations → WooCommerce → Connect Store

2. Generate a REST API key in your WordPress admin (WooCommerce → Settings → Advanced → REST API → Add key → Read/Write)

3. Enter your site URL, Consumer Key, and Consumer Secret → click Save and Test Connection

4. Go to Bot Knowledge tab to fill in your store's Q&A policies

5. Use Launch Starter Wizard to choose from 6 ready-made workflow templates: Support Bot, Cart Recovery, Order Management, Product Specialist, Store Concierge, and Shipping & Payments

6. Enable WooCommerce Commerce skills under Bots → AI Training → Skills

AI skills available (28 tools):

• woocommerce_search_products — search catalog by keyword, SKU, or price range
• woocommerce_get_product_by_sku — look up a product by exact SKU
• woocommerce_get_product_variations — get sizes, colors, and other variant options
• woocommerce_get_product_reviews — fetch customer reviews and star ratings
• woocommerce_get_categories — browse the product category tree
• woocommerce_get_top_sellers — best-selling products report
• woocommerce_check_stock — check real-time stock levels with urgency messaging when inventory is low
• woocommerce_get_order — fetch order details, status, and tracking by order ID
• woocommerce_get_customer_orders — find all recent orders for a customer email
• woocommerce_search_orders — search orders by keyword, date, or status
• woocommerce_cancel_order — cancel a pending or processing order
• woocommerce_get_order_notes — view notes and updates on an order
• woocommerce_create_order_note — add a note to an order
• woocommerce_update_order_status — change an order's status
• woocommerce_get_refunds — list refunds for an order
• woocommerce_create_refund — process a refund
• woocommerce_get_customer — customer lookup by email — order count, spend, address
• woocommerce_build_cart_link — build a direct checkout URL with items pre-loaded
• woocommerce_validate_coupon — validate a coupon code in real time, show discount and expiry
• woocommerce_get_shipping_methods — shipping zones and methods
• woocommerce_get_store_settings — store configuration (currency, locale, timezone)
• woocommerce_get_tax_rates — configured tax rates
• woocommerce_get_payment_gateways — available payment methods
• woocommerce_get_sales_report — sales summary for a date range
• woocommerce_compare_products — compare two products side by side (price, stock, variants) — triggered by "what's the difference between X and Y?"
• woocommerce_customer_insights — calculate LTV, VIP status (VIP/Loyal/Returning/New), purchase frequency, and top products for any customer
• woocommerce_get_recommendations — returns up to 5 products from the same category; triggers on "what else goes with X?" or proactive upselling
• woocommerce_create_coupon — creates a real-time WooCommerce coupon (percentage, fixed, or free shipping) with usage limit and expiry; use for cart recovery offers or VIP rewards

Full guide: See the WooCommerce Integration Guide.

Magento / Adobe Commerce integration

What you can do: Answer policy questions, search products, check real-time stock levels, get configurable product options, look up tier pricing, browse categories, read reviews, get product recommendations, create and update carts, apply coupon codes, check shipping options, track orders, cancel orders, view invoices and refunds, manage customer lookups, check wishlists, add order comments, and access B2B features (company accounts, requisition lists, negotiable quotes) — all from the chat window. 25 AI tools included.

Setup:

1. Go to Integrations → Magento

2. Enter your Store URL and Access Token (from Magento Admin → System → Integrations)

3. Go to Bot Knowledge tab → fill in Q&A templates

4. Enable Magento AI skills under Bots → AI Training → Skills

5. Use Launch Starter Wizard to create a Magento bot workflow

AI skills available:

• magento_search_customers — find customer accounts by email, name, or phone
• magento_search_orders — find all recent orders for a customer email address
• magento_get_order — retrieve full order details including line items, shipping, and payment
• magento_get_tracking — get carrier, tracking number, and tracking link for a shipped order
• magento_cancel_order — cancel a pending or processing order before shipment
• magento_get_invoice — retrieve invoice details for an order (for accounting/tax purposes)
• magento_get_credit_memos — check refund/credit memo status for an order
• magento_search_products — search catalog by keyword, SKU, or category
• magento_check_stock — check real-time inventory with urgency messaging when low
• magento_get_configurable_options — get all variant options (size, color) with per-variant pricing and stock
• magento_get_tier_pricing — look up quantity-based tier pricing for bulk purchases
• magento_get_categories — browse the category tree to help customers navigate
• magento_get_reviews — fetch approved star ratings and review highlights
• magento_add_order_comment — add an internal or customer-visible comment to an order
• magento_create_cart — build a cart with selected products and return a checkout link
• magento_get_cart — retrieve the active cart for a customer with items and totals
• magento_update_cart — change item quantities or remove items from a cart
• magento_get_shipping_methods — get available shipping options and rates for a cart
• magento_apply_coupon — apply a promo/coupon code to a cart for a discount
• magento_get_wishlist — view items saved to a customer's wishlist
• magento_get_recommendations — returns up to 5 products from the same category; use for "what else goes with X?" or proactive upselling
• magento_get_store_config — get store info (currency, locale, timezone) for context
• magento_get_company — look up B2B company account, credit limit, and status (Adobe Commerce)
• magento_get_requisition_lists — retrieve saved requisition lists for recurring orders (Adobe Commerce)
• magento_get_negotiable_quotes — find open negotiable quotes with pricing and expiry (Adobe Commerce)
• magento_customer_insights — calculate LTV, VIP status (VIP/Loyal/Returning/New), customer group, purchase frequency, and top products from Magento order history; gives AI an engagement strategy for each customer
• magento_create_coupon — creates a real-time Magento cart price rule + coupon code (percentage, fixed amount, or free shipping) with configurable usage limit and expiry; use for cart recovery, VIP rewards, or price-match situations
• magento_get_refunds — list credit memos for an order; resolves the increment_id to entity_id automatically; returns amounts, state, and dates
• magento_create_refund — issue a credit memo (refund) against a Magento order; supports partial refunds via adjustment_positive; optionally notifies the customer

Full guide: See the Magento Bot Knowledge Guide.

Klaviyo integration

What you can do: Trigger Klaviyo email and SMS flows after every chat conversation resolves, and use 3 in-chat AI tools to subscribe customers to lists and fire custom events in real time.

Setup:

1. Go to Integrations → Klaviyo

2. Enter your Klaviyo Private API Key

3. Enable the events you want to trigger (post-chat follow-up, CSAT survey, etc.)

4. Paste your Klaviyo Flow ID for each active event

Klaviyo — AI tools (6 tools)

Use these tools in bot workflows or as agent copilot tools. All require an active Klaviyo connection (EnableKlaviyo subscription flag).

• klaviyo_get_lists — retrieve all Klaviyo lists with names and IDs; call this first when you don't know the list_id or the customer asks "which newsletters can I join?"
• klaviyo_add_to_list — subscribe a customer email to a specific Klaviyo list by list ID; creates or upserts the profile automatically; use after confirming with the customer
• klaviyo_remove_from_list — unsubscribe a customer from a specific list by list_id; use for compliance requests or preference management
• klaviyo_track_event — fire a custom Klaviyo event for a customer email (e.g. "High Purchase Intent", "VIP Offer Accepted", "Cart Recovery Started"); the event appears in Klaviyo flows and analytics within seconds
• klaviyo_get_profile — look up a subscriber's full Klaviyo profile by email; returns id, name, phone, custom properties, and created date; useful before calling add_to_list to check if already subscribed
• klaviyo_update_profile — set custom attributes mid-chat (vip_tier, product_interest, chat_source, etc.) on a subscriber's Klaviyo profile; resolves profile by email first

Full guide: See the Klaviyo Integration Guide.

Microsoft Teams notifications

Send automatic notifications to Teams channels when:

• A new conversation arrives
• A conversation is resolved
• A conversation is missed
• An SLA threshold is breached

Setup: Go to Integrations > Microsoft 365 > Teams Notifications. Create an incoming webhook in your Teams channel and paste the URL into Velaro.

Outlook Calendar booking

Let visitors book appointments directly in chat.

Setup: Go to Integrations > Outlook Calendar. Connect your Microsoft 365 account. Use the Book Appointment workflow node to offer available slots.

Calendly

Send Calendly booking links in chat via the Send Calendly Link workflow node. Completed bookings are tracked in the Booking History tab.

Power Automate / Make / Zapier

Use the Webhook trigger in these tools to connect Velaro events to any other system. Velaro can POST conversation data to a webhook URL when conversations are created, resolved, or updated.

MCP (Model Context Protocol) — for custom and unsupported tools

MCP lets your AI bots call any external API during a conversation using the open Model Context Protocol standard. Use it for custom internal systems or tools that don't have a dedicated Velaro integration.

MCP is NOT needed for: HubSpot, Shopify, BigCommerce, WooCommerce, Magento, Dynamics 365, NetSuite, Salesforce, Zoho, Pipedrive, Square, QuickBooks, Klaviyo, or any other platform with a dedicated integration page. Those use purpose-built native skills that are more powerful, require no API key management, and include extra features like transcript push and sidebar fields.

MCP is the right choice for: custom internal APIs, GitHub, Notion, Linear, Exa Search, Tavily Search, or any tool Velaro doesn't natively support.

Setup: Go to Integrations → MCP Servers. Add the server URL, API key, and Velaro will auto-discover the available tools.

Data mapping

Each integration page has a Data Mapping tab showing which Velaro fields map to which integration fields. Review this before going live to ensure contact data syncs correctly.

Troubleshooting integrations

OAuth expired: go to the integration page and click Reconnect. OAuth tokens expire periodically.

Data not syncing: check the Data Mapping tab — unmapped fields are silently skipped.

Webhook not firing: verify the webhook URL is reachable from Velaro's servers. Check for firewalls blocking inbound requests.

Contact not found in CRM: ensure the email field is mapped — most CRMs use email as the primary lookup key.

Google Tag Manager integration

Deploy Velaro without touching your website code, and push chat events to GA4, Google Ads, and Meta Pixel.

Using Google Analytics 4? You don't need a separate GA4 integration. Install GA4 via GTM using Google's official Google Tag, then add the Velaro event listener in the same container. All Velaro events flow into GA4 automatically — one container handles both.

Install via the GTM Template Gallery (one-click):

1. In GTM, go to Templates → Search Gallery and search for "Velaro"

2. Click the Velaro Live Chat template → Add to workspace → create a new tag → enter Site ID → publish

3. If the gallery template isn't available yet, use the manual Custom HTML method (see Template Gallery tab in the integration page)

Manual install: Go to Integrations → Google Tag Manager and follow the Events Reference + Variable Passing tabs.

10 events fired by Velaro (all available in GA4 automatically):

| Event | When | Recommended action |

|---|---|---|

| velaro_widget_opened | Visitor clicks bubble | Engagement metric |

| velaro_chat_started | First message sent | Mark as GA4 conversion |

| velaro_lead_captured | Email/phone collected | GA4 conversion + Ads import |

| velaro_appointment_booked | Booking confirmed | Primary Ads conversion |

| velaro_bot_escalated | Bot hands off | Bot quality metric |

| velaro_conversation_resolved | Chat closed | Support efficiency |

| velaro_survey_submitted | CSAT/NPS completed | Satisfaction tracking |

| velaro_proactive_chat_triggered | Proactive invite shown | Acceptance rate analysis |

| velaro_offline_form_submitted | After-hours form | Off-hours lead conversion |

| velaro_widget_closed | Widget closed without chat | Drop-off analysis |

Passing visitor data to the bot:

Set window.__velaro.visitor before the Velaro widget loads. Fields: name, email, phone, plan, customerId, orderId, cartTotal. The bot uses these to greet by name, skip re-asking for email, and look up orders automatically.

Setting up GA4 Event tags in GTM for Velaro events

After installing the Velaro event listener tag (which pushes events to dataLayer), follow these steps to send them to GA4:

Step 1 — Add event listener tag (one-time)

In GTM → Tags → New → Custom HTML. Paste the listener code from the Events Reference tab. Trigger: All Pages. This pushes all Velaro events to window.dataLayer.

Step 2 — Create a GA4 Event tag (repeat per event)

1. GTM → Tags → New → Google Analytics: GA4 Event

2. Select your GA4 Configuration tag

3. Set Event Name to the Velaro event (e.g. velaro_chat_started)

4. Under Event Parameters, add: velaro_site_id, velaro_session_id, velaro_page_url → map to matching Data Layer Variables

5. Create a Custom Event trigger: Trigger type = Custom Event, Event Name = velaro_chat_started

6. Attach the trigger and publish

Step 3 — Mark key events as conversions in GA4

In GA4 → Admin → Events → toggle "Mark as conversion" for: velaro_lead_captured, velaro_appointment_booked. Then import into Google Ads: Ads → Conversions → Import from GA4.

Shortcut — one tag for all events:

Use a single GA4 Event tag with trigger regex velaro_.* and set Event Name to {{Event}} (GTM built-in variable). This sends all 10 events to GA4 instantly — add individual tags later for custom parameters.

Verify in GA4 DebugView:

GA4 → Admin → DebugView. Start a chat on your site. Events appear in realtime — confirm velaro_chat_started appears with velaro_session_id populated.

Migrating from Gorgias

Switch from Gorgias to Velaro in about 15 minutes using the migration wizard.

What happens:

1. You enter your Gorgias account name and API key

2. Velaro fetches all your Gorgias macros (canned responses)

3. Each macro with a "Send message" action becomes a bot Q&A pair in Velaro's vector index

4. The bot can now answer these questions automatically — no human needed

5. Connect your Shopify store and launch the Starter Workflow to go fully live

How to start: Go to Integrations → Migrate from Gorgias.

Pricing comparison: Gorgias starts at $300+/mo. Velaro starts at $129/mo and includes AI that answers questions automatically — reducing the volume of human-handled conversations.

Click-to-Call Integration

Click-to-Call is a built-in Velaro feature (not a third-party integration). It connects website visitors to live agents via phone in seconds. See the Click-to-Call Guide for setup instructions.

AI Skills available for Click-to-Call:

• initiate_click_to_call — Bot or IVR can trigger an immediate outbound call to a known phone number
• schedule_callback — Bot can book a future-time callback when no agents are available

Both skills are available in AI workflow nodes and IVR flows when Click-to-Call is enabled.

Klaviyo integration

Velaro connects directly to Klaviyo so your AI bot can act on email/SMS marketing data during chat — and fire events that trigger Klaviyo flows automatically after a conversation.

What you can do: 6 in-chat AI tools plus automatic post-conversation event firing.

AI Skills available:

• klaviyo_get_profile — Look up a contact's Klaviyo profile by email; surfaces list membership and custom properties
• klaviyo_get_lists — List all Klaviyo lists in your account
• klaviyo_add_to_list — Subscribe a contact to any Klaviyo list directly from chat
• klaviyo_remove_from_list — Unsubscribe a contact on request
• klaviyo_track_event — Fire a custom Klaviyo event (e.g., "quote_requested", "support_resolved") to trigger Klaviyo flows and segmentation
• klaviyo_update_profile — Update any Klaviyo profile property from chat (preferences, tier, custom fields)

Setup:

1. Go to Integrations → Klaviyo.

2. Paste your Klaviyo Private API Key (found in Klaviyo → Settings → API Keys → Create Private Key).

3. Click Test Connection to verify.

4. Use Launch Starter Wizard to create a pre-built Klaviyo bot workflow.

Subscription: Professional tier and above. Gate: EnableKlaviyo.

Uplisting integration (Vacation Rental Management)

Connect Velaro to Uplisting to let your AI bot handle guest inquiries, check availability, and manage bookings — without human agents.

18 AI tools across: reservations, guests, availability, properties, pricing rules, guest services, and analytics.

AI Skills include: check_availability, get_reservation, create_reservation, modify_reservation, cancel_reservation, get_guest, update_guest, get_property, list_properties, get_pricing, get_calendar, send_guest_message, get_reviews, get_check_in_instructions, get_amenities, get_cleaning_status, get_revenue_report, get_occupancy_report.

Setup:

1. Go to Integrations → Uplisting.

2. Paste your Uplisting API key and property IDs.

3. Click Test Connection.

4. Use Launch Starter Wizard for pre-built templates: Guest Concierge, Booking Bot, Maintenance Bot, Check-Out Assistant.

Subscription: Professional tier and above. Gate: EnableUplisting.

Guesty integration (Enterprise Vacation Rentals)

Connect Velaro to Guesty for enterprise-grade vacation rental management with 20 AI tools.

20 AI tools across: reservations, guests, availability, listings, pricing, guest experience, and operations. Full reservation lifecycle, owner reporting, and multi-property management.

Setup:

1. Go to Integrations → Guesty.

2. Enter your Guesty Client ID and Client Secret (from Guesty → Connect → Integrations & Automation → API).

3. Click Test Connection.

4. Use Launch Starter Wizard for pre-built templates: Guest Services, Booking Agent, Owner Reporting, Operations Bot.

Subscription: Professional tier and above. Gate: EnableGuesty.

Cloudbeds integration (Hotel & Hospitality PMS)

Connect Velaro to Cloudbeds to power hotel front desk automation with 20 AI tools.

20 AI tools across: reservations, guests, billing, availability, room management, housekeeping, and property operations. Handles check-in/out, folios, special requests, and room status.

Setup:

1. Go to Integrations → Cloudbeds.

2. Click Connect Cloudbeds and authenticate via OAuth.

3. Click Test Connection.

4. Use Launch Starter Wizard for pre-built templates: Front Desk Bot, Reservations Assistant, Housekeeping Coordinator, Billing Support.

Subscription: Professional tier and above. Gate: EnableCloudbeds.

Bot agent availability check

Before escalating to a human agent, the AI bot can check real-time availability — queue depth, estimated wait time, and team routing — so it makes smart handoff decisions.

Skill: get_agent_availability

• Returns: status (available / busy / unavailable), agents online, active conversations, pending handoffs, estimated wait minutes, and a routing recommendation
• Optional team_id parameter to check a specific team's queue
• If unavailable: bot can offer callback scheduling instead of a failed transfer

Skill: generate_handoff_summary

• When transferring to a human agent, the AI generates a structured summary: contact name, issue category, key facts, customer sentiment, and suggested next action
• Human agent arrives briefed — no re-reading the chat log
• Configurable message count (default 30, max 50)

Both skills are available on all tiers — no subscription gate.

Bot Outbound SMS and Email (Pro+)

Bots and IVR workflows can send transactional text messages and emails directly to visitors during a conversation — no human agent required.

AI Skills available:

• send_sms — Bot sends a text message to any phone number (max 3/conversation, up to plan limit/hour)
• send_email — Bot sends a transactional email (max 2/conversation, up to plan limit/hour)

Common use cases: Order confirmation links, case numbers, CSAT surveys, appointment reminders, call follow-up texts.

Available on Pro and Enterprise plans. See Account → AI Settings to check status. Add the skills to any AI node in the Workflows editor (Communications category).

Zapier integration

There are three distinct ways to use Zapier with Velaro — they are NOT interchangeable.

Zapier — Pattern A: Workflow node (Velaro controls when it fires)

Use this when you want to fire a Zap at a specific step inside a conversation workflow.

Setup:

1. In Zapier: create a Zap using Webhooks by Zapier → Catch Hook as the trigger. Copy the URL.

2. In Velaro: go to Integrations → Zapier → Outbound tab, paste the Catch Hook URL, save.

3. In the workflow editor: drag a Zapier node to the exact step where you want the Zap to fire.

4. The node sends conversation data + any workflow variables collected so far.

Best for: Survey responses, CSAT scores, mid-workflow CRM pushes, conditional triggers.

Zapier — Pattern B: Velaro as a Zapier trigger (automatic, no workflow needed)

Use this when you want every event of a type to trigger a Zap — no workflow node required.

Setup:

1. In Zapier: create a new Zap and search for "Velaro" as the trigger app.

2. Pick an event: Conversation Started, Conversation Resolved, Contact Created, or Bot Escalated.

3. Authenticate with your Site ID and API Key (generate the key in Integrations → Zapier → Inbound tab).

4. Zapier handles registration automatically — every matching event fires the Zap instantly.

Best for: "Every resolved conversation → create Salesforce record." Runs site-wide, always on.

Zapier — Pattern C: Zapier pushes data INTO Velaro (inbound actions)

Use this when an external event should update Velaro — enrich a contact or inject a message.

Setup:

1. In Zapier: create a Zap where something external is the trigger (e.g., Shopify Order Fulfilled).

2. Add a Velaro action step: "Enrich Contact" or "Inject Message into Conversation."

3. Authenticate with your Site ID + API Key. Map the fields. Turn the Zap on.

Best for: "Order ships → push tracking message into customer's active chat." Nothing in Velaro needs to be configured — Zapier calls Velaro.

To generate your API key (needed for Patterns B and C):

Go to Integrations → Zapier → Inbound tab → Generate API Key. Copy it immediately — it's only shown once.

Starter Wizard: Go to Integrations → Zapier → Launch Starter Wizard for pre-built templates:

• Lead capture → push to any CRM (Pattern A)
• Resolved conversation → create ticket (Pattern B)
• Low CSAT → Slack alert + HubSpot task (Pattern A)

Pipedrive CRM integration

Connect Pipedrive to let your bot look up contacts, deals, and organizations — and log every conversation as a Pipedrive activity automatically.

Setup: Go to Integrations → Pipedrive, enter your Pipedrive API token, and save. The bot can access Pipedrive data immediately.

AI tools available (8 tools, Pro+):

• pipedrive_search_person — find a contact by email, name, or phone number
• pipedrive_get_person — fetch full contact details by Pipedrive person ID
• pipedrive_get_person_deals — list all deals linked to a contact
• pipedrive_search_deals — search deals by title, status, or stage
• pipedrive_create_person — create a new Pipedrive contact from the conversation
• pipedrive_create_deal — open a new deal in any pipeline stage
• pipedrive_add_note — add a note to a contact or deal
• pipedrive_add_activity — log a call, meeting, or task against a contact or deal

Starter Wizard: Go to Integrations → Pipedrive → Launch Starter Wizard for templates including lead qualification, deal creation, and conversation activity logging.

QuickBooks Online integration

Connect QuickBooks Online so your bot can answer customer questions about invoices, payments, and account balances in real time.

Setup: Go to Integrations → QuickBooks, click Connect QuickBooks Online, and complete the OAuth flow. No API key entry required — the connection is managed automatically.

AI tools available (8 tools, Pro+):

• qbo_search_customer — find a customer by name or email
• qbo_get_customer — retrieve full customer profile and contact details
• qbo_get_invoices — list open or paid invoices for a customer
• qbo_get_payments — show recent payment history for a customer
• qbo_get_balance — get current account balance (total open AR)
• qbo_get_estimates — list pending quotes/estimates for a customer
• qbo_get_invoice_detail — fetch full line-item detail for a specific invoice
• qbo_create_customer — create a new QuickBooks customer record from the conversation

Common use cases: "Can you send me my invoice?", "What is my balance?", "Did my last payment go through?"

Zoho CRM integration

Connect Zoho CRM to let your bot search contacts, leads, accounts, and deals — and create new leads directly from chat.

Setup: Go to Integrations → Zoho CRM, click Connect Zoho CRM, and authorize access. Select your Zoho data center region (US, EU, IN, AU, JP).

AI tools available (10 tools, Pro+):

• zoho_search_contact — find a contact by email or name
• zoho_get_contact — retrieve full contact details by Zoho contact ID
• zoho_get_contact_deals — list deals associated with a contact
• zoho_search_leads — search leads by name, email, or company
• zoho_create_lead — create a new lead from the conversation
• zoho_create_contact — convert a visitor to a Zoho contact
• zoho_add_note — add a note to a contact or lead
• zoho_search_accounts — find company/organization accounts
• zoho_update_lead — update lead status, stage, or fields
• zoho_get_deal — fetch full deal details and stage information

Starter Wizard: Go to Integrations → Zoho CRM → Launch Starter Wizard for lead capture, qualification, and deal creation templates.

Toast POS integration

Connect Toast to let your bot answer guest questions about the menu, hours, and orders — without involving front-of-house staff.

Setup: Go to Integrations → Toast POS, enter your Toast Client ID, Client Secret, and Restaurant GUID. The bot authenticates automatically and refreshes its access token as needed.

AI tools available (8 tools, Pro+):

• toast_get_restaurant_info — restaurant name, address, phone, and general info
• toast_get_hours — current operating hours and holiday schedule
• toast_get_menu_groups — list all menu categories (Appetizers, Entrees, Desserts, etc.)
• toast_search_menu — search menu items by keyword or ingredient
• toast_get_order — look up a specific order by order ID
• toast_get_specials — find daily specials, featured, and seasonal items
• toast_get_allergen_info — find menu items that match or exclude allergen keywords
• toast_get_menu_item — get full detail (price, description, modifiers) for a specific item

Common use cases: "What are tonight's specials?", "Do you have anything gluten-free?", "What time do you close?"

Mindbody integration

Connect Mindbody so your bot can show class schedules, check availability, and book or cancel classes for members — 24/7 without front desk involvement.

Setup: Go to Integrations → Mindbody, enter your Mindbody API key and Mindbody Site ID (the numeric ID for your studio). Save to activate.

AI tools available (8 tools, Pro+):

• mindbody_get_classes — list upcoming classes for the next 7 days
• mindbody_search_classes — find classes by name or class type
• mindbody_get_client — look up a member account by email address
• mindbody_get_staff — list instructors and their bios
• mindbody_get_services — show available memberships, class packs, and pricing
• mindbody_get_client_bookings — list a member's upcoming booked classes
• mindbody_book_class — book a member into a class
• mindbody_cancel_booking — cancel an existing class booking

Common use cases: "What yoga classes do you have this week?", "Can you book me into the 6pm spin class?", "Cancel my Thursday Pilates."

Note: Booking and cancellation require the visitor to provide their Mindbody email address so the bot can look up their account.

Monday.com integration

Connect Monday.com so your bot can search boards, create items, capture leads, post updates, and assign team members — directly from chat without manual board entry.

Setup: Go to Integrations → Monday.com, enter your Personal API Token (from Monday.com profile → Developers → My Access Tokens), optionally set a Default Board ID for lead capture, and click Test Connection.

AI tools available (12 tools, Growth+):

• monday_search_items — search across all boards by name or keyword
• monday_get_item — retrieve a specific item with all column values
• monday_create_item — create a new item on any board with name, columns, and group
• monday_update_item — update a column value on an existing item
• monday_get_column_values — get all column values for an item
• monday_move_item — move an item to a different group on the same board
• monday_archive_item — archive a completed or closed item
• monday_get_board — get board structure including columns and groups
• monday_create_update — post a note or comment to an item's activity feed
• monday_get_updates — retrieve the update history for an item
• monday_get_users — list workspace members by name, email, and title for assignment
• monday_push_lead — capture visitor contact info and create a lead item on the configured default board

Common use cases: "Create a lead for this visitor", "What's the status of the Johnson project?", "Update the deal to Proposal Sent", "Who can I assign this task to?"

Lead capture: Set a Default Board ID in your Monday.com settings to enable automatic lead creation. The bot captures the visitor's name, email, phone, and message and creates a new item on that board instantly.

Controlling What Your AI Can Do With Integrations

Every integration's AI skills have three levels of control. Your subscription plan determines which skill categories are available (read-only on all plans, write actions on Pro, destructive operations on Enterprise). Within your plan, you can go to any integration's AI Tools tab and use the Skill Controls panel to set each skill to Enabled, Ask First (requires visitor confirmation), or Disabled. For even finer control, each AI workflow node has a Permitted Skills setting where you can restrict a specific bot to only a subset of skills — useful for concierge setups where different bots handle different tasks.