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Getting Started with Velaro V20

Welcome to Velaro V20

Velaro V20 is a unified customer engagement platform combining live chat, AI chatbots, voice, messaging channels, and CRM integrations in a single workspace. This guide walks you through the essentials so you can go live quickly.

Step 1 — Access Your Admin Panel

Log in at admin.velaro.com using your company email. On first login, you'll complete a short setup wizard that configures your site name, timezone, and primary channel.

Step 2 — Deploy Your Chat Widget

Go to Channels → Web Messaging → Deployments and click New Deployment. Copy the generated JavaScript snippet and paste it before the closing </body> tag on your website. The widget appears automatically on all pages.

Step 3 — Invite Your Team

Navigate to Administration → Agents and click Invite Agent. Agents receive an email link and can log in at messaging.velaro.com. Organize agents into teams for routing purposes.

Step 4 — Enable Your First AI Bot

Go to Bots & AI → New Bot and choose a template (e.g. Customer Support, E-commerce, Appointments). The bot is live on your widget immediately — no coding required.

Step 5 — Connect a CRM or Integration

Under Integrations, browse 20+ platforms including HubSpot, Salesforce, Shopify, and BigCommerce. Click Connect and follow the OAuth flow. Your AI bot gains instant access to live customer data.

Quick Reference

TaskWhere to go
Deploy chat widgetChannels → Web Messaging → Deployments
Invite agentsAdministration → Agents
Create AI botBots & AI → New Bot
Add integrationIntegrations
View reportsReports
Configure routingAdministration → Routing Rules

Need Help?

Start a chat on any Velaro page to reach our support team, or search this Knowledge Base for detailed guides on any feature.

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