Velaro AI Assistant & Support

Using the Velaro AI assistant

The Velaro AI assistant is available throughout the admin app — look for the AI button near the top of the page, or in the left navigation. Click it to open the panel, or press Alt+M anywhere. You can ask questions about features, get help with configuration, or troubleshoot issues.

The AI knows about your platform features and gives you clickable links to navigate directly to the right settings page. For example, if it mentions "Settings" or "Reports," you can click the link to go straight there.

AI panel controls

The panel has four modes: docked (attached to the right edge of the screen), floating (a movable, resizable window), minimized (collapsed to a small button), and closed.

• Dock / Float (icon in the header) — switches between a fixed docked panel and a freely movable floating window.
• Minimize (dash icon) — collapses the panel to a small button. Your conversation is preserved when you reopen.
• Close (X icon) — closes the panel and clears the conversation.
• Resize — while docked, drag the left edge; while floating, drag any edge or corner. Your preferred size is remembered.
• Move — while floating, drag the header bar to reposition the panel anywhere on screen. Dragging a docked panel's header detaches it into floating mode.
• Keyboard shortcut — press Alt+M anywhere in the app to open or close the panel.

Contacting Velaro support

If the AI cannot resolve your question, you have two ways to reach a person:

• Click the Talk to a person button (green, below the input) when Velaro support agents are online.
• Click Leave a message (gray) when our team is offline — this creates a support ticket.
• Or simply type phrases like "talk to a person," "leave a message," or "contact support" in the AI chat — it will connect you automatically.

How "Talk to a person" works

When you click the button, the system automatically collects context about your account so you do not have to explain it:

• Your name, email, and role (Agent, Manager, or Administrator)
• Your company and site information
• What page you were on when you clicked
• A summary of your recent AI conversation (if any)

This context is visible only to Velaro support agents — you will not see it in the chat. It helps our team assist you faster without asking repetitive questions.

Live chat vs. ticket

When agents are online — the green dot and "Talk to a person" label appear. Your request is routed through our support team's workflow. An agent will join the chat, and you can message back and forth in real time from the AI panel.

When agents are offline — the label changes to "Leave a message." Your request creates a support ticket with a tracking number (e.g., SUP-00042). Our team will follow up with you via email.

Passing custom data to Velaro (for your own deployments)

If you want your website visitors to have a similar seamless experience — where their identity and context is automatically passed into the chat — you can do this with the embed script.

Add this block before the Velaro embed script on your site:

<script>
  window.VelaroSettings = {
    contact: {
      name: "Jane Smith",
      email: "jane@company.com",
      phone: "+15551234567",
      customFields: {
        accountId: "ACC-9821",
        plan: "Enterprise",
        region: "US-West"
      }
    }
  };
</script>
<!-- paste your Velaro embed script here -->

Values passed this way:

• Appear instantly in the agent's contact panel
• Are available as variables (<<accountId>>, <<plan>>) in workflows and AI bots
• Skip the need for a pre-chat survey to collect basic information
• Persist on the contact record across future conversations

Three ways to pass data

JavaScript (recommended) — set window.VelaroSettings.contact before the embed script loads. Best for dynamic, server-rendered pages.

Meta tags — add <meta name="velaro:fieldName" content="value" /> to your page head. Works on static sites or when you cannot add JavaScript.

Automatic — Velaro automatically captures browser language, page URL, visitor country, and channel without any code.

Where to configure

Go to Deployments in the sidebar, select your deployment, and click the Deployment Code tab to see your embed script and a live code example customized with your actual custom fields.

Admin settings

The "Talk to a person" feature can be toggled on or off globally by a Velaro administrator. When disabled, the button does not appear in the AI panel.