Velaro Help Center

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Velaro Messaging (V20) ↓  |  Velaro Live Chat (V10) ↓

Velaro Messaging (V20)

The current Velaro platform — AI bots, omnichannel inbox, workflows, IVR, SMS, WhatsApp, CRM integrations, and the agent messaging workspace.

You are on V20 if you log in at messaging.velaro.com or a custom messaging URL configured by your team.

Getting Started & Account Setup

• Getting Started with Velaro V20
• Velaro Deployments Guide
• Teams and Routing Management
• Custom Fields Guide
• Inbox Filtering Guide
• Surveys in Velaro
• Content Security Policy (CSP) and Velaro
• Velaro REST API Guide
• Contact Center and CRM

Bots & AI

• Velaro Bots and AI Guide
• Bot Personas Guide
• Bot Design Patterns — Entry Points, Triage & Orchestration
• Bot & IVR Outbound Communication Skills
• AI Auto-Resolution — Setup and ROI Guide
• Conversation Training — AI That Learns From Your Agents
• Variables in Velaro
• Agent-to-Agent Messaging

Workflows & Routing

• Velaro Workflows Guide
• Channel-Aware Workflows Guide
• Velaro Routing and Rules Guide
• Routing & Availability Diagnostics Guide
• MCP (Model Context Protocol) — Velaro Integration Guide
• MCP Servers and AI Tools

Channels & Voice

• Velaro Channels Guide
• SMS & WhatsApp Messaging Setup Guide
• Click-to-Call Guide
• Velaro Video Chat
• IVR Outbound Campaigns Guide
• Setting Up Outbound Email Campaigns
• Velaro Email Campaigns
• Page Widgets
• Microsoft Teams and Slack Notifications

Integrations

Every integration below is V20-only — these connect to your Velaro Messaging workspace and its AI bots, not the classic V10 console.

• Velaro Integrations Guide (V20) — overview of every supported CRM, ERP, and commerce platform
• Integration Troubleshooting Guide
• OneDrive and SharePoint File Sharing
• HubSpot Bot Knowledge Guide
• Dynamics 365 Bot Knowledge Guide
• Salesforce Bot Knowledge Guide
• NetSuite Bot Knowledge Guide
• ServiceNow Integration — Bot & AI Knowledge Guide
• Native CRM Guide
• Velaro CRM Guide
• Shopify Bot Knowledge Guide
• BigCommerce Bot Knowledge Guide
• WooCommerce Integration Guide
• Magento / Adobe Commerce Bot Knowledge Guide
• Square Appointments Integration
• Klaviyo Integration Guide
• Calendar Booking — Outlook Calendar & Calendly
• In-Chat Payments (Stripe)

Knowledge Base & AI Knowledge Indexes

These are two different things — the Knowledge Base is your customer-facing help site (what you're reading right now, for your own account); AI Knowledge Indexes are the separate content collections your AI bot searches to answer questions. A KB you publish can itself feed a Knowledge Index, but they're managed in different places.

• Velaro Knowledge Base — setting up topics, articles, and your public help site
• How Your Bot's Knowledge (Indexes) Work — what an AI index is and how bots search it

Reporting & Analytics

• Velaro Reporting and Analytics
• Velaro Metrics Methodology — How Numbers Are Calculated
• Schedule Adherence & Workforce Scheduling
• Customer Health Score Guide

Billing & Plans

• Billing, Usage, and Plan Management

Support & Migration

• Velaro AI Assistant & Support
• Gorgias to Velaro Migration Guide

Velaro Live Chat (V10)

The legacy Velaro platform — web chat, proactive rules, and the classic operator console.

You are on V10 if you log in at app.velaro.com or the classic Velaro console.

• Velaro Live Chat (V10/V11, LiveFluence) — Getting Help

For direct support: support@velaro.com or use the chat widget on this page.

> Considering an upgrade to V20? Contact your account manager — your configuration can be migrated and V20 includes everything V10 does plus AI, SMS, WhatsApp, IVR, and more.

Not sure which platform you're on? Check your login URL or contact support@velaro.com.