Connect Velaro to your
entire tech stack

Every conversation shows a live sidebar panel with the customer's CRM record — contacts, open cases, deals — pulled automatically by email or phone. No copy-paste, no tab-switching. Salesforce shows open Service Cloud cases. HubSpot shows Service Hub tickets. Dynamics surfaces Customer Service cases. SAP shows service calls and open orders. Pipedrive shows open deals and recent activities — all as the conversation starts.

Built-in CRM for teams that live in the conversation window. Deals, contacts, and companies without the Salesforce bill. Custom fields for contacts, deals, and companies — define any field type your business needs. AI Deal Health Score puts a 0–100 score on every deal, computed from activity, sentiment, and buying signals — updated nightly. See what's included →

Pull order data, track history, and trigger chat at key moments in the purchase journey.

Escalate chats to tickets, sync notes, and keep your ticketing system in sync automatically. ServiceNow incidents appear in the agent sidebar with direct "View in ServiceNow →" links — agents open the record in one click without leaving Velaro.

Manage social DMs alongside chat conversations in a single inbox with unified history.

Stream Velaro events into your data warehouse or BI tool for custom reporting and attribution.

REST API, webhooks, and SDKs in JS, Python, PHP, Ruby, and .NET. Build anything your workflow demands.

Trigger any automation from inside a bot conversation and pipe results back as attributes for downstream branching. No code required.

One admin consent OAuth flow unlocks SharePoint transcript storage, Outlook Calendar booking, Microsoft Bookings AI, Teams notifications, and OneDrive file sharing — each connection scoped to a single SharePoint site for enterprise-grade access control. See the Microsoft 365 integration →

Check availability, book appointments, and look up jobs without leaving the chat. Works for wellness studios, field crews, and service teams.

Connect your own Microsoft Copilot Studio agent or Azure AI Agent Service agent as a live data source behind Velaro's bot. Velaro stays the chat surface — brand, channels, routing — while your agent answers questions that need your internal systems. Velaro's bot can call your agent as a tool when relevant, or pass messages straight through. It's a live query, never an import. Enterprise plan. See the Copilot Studio integration →

Every inbound call gets an instant screen pop — customer name, open tickets, and account history appear in the agent sidebar before they answer. Works with Microsoft Teams Phone (Direct Routing & Calling Plans), SkySwitch UCaaS resellers, and Nextiva. IVR hand-off passes full conversation transcript to the answering agent. Teams Phone details →  SkySwitch details →

Turn every inbound email into a tracked conversation ticket — with full thread history, AI-suggested replies, and SLA timers. Gmail delivers via Google Pub/Sub; Outlook delivers via Microsoft Graph change notifications. Both are real-time with no polling delay.

Create and update items on your project boards directly from AI conversations. Agents can log issues, update task status, and search boards without leaving Velaro.

Handle guest questions, reservation lookups, check-in instructions, and maintenance requests from chat or IVR — 24/7. Works for hotels, short-term rentals, and property management companies.

Let guests book tables by phone, chat, or SMS — check availability, confirm party size, and send instant confirmation. No hold music, no missed calls.

Deploy Velaro on any website without touching code. Trigger Klaviyo email/SMS flows after conversations resolve. Push chat events to GA4, Google Ads, and Meta Pixel via Google Tag Manager.

Archive every conversation transcript automatically for HIPAA compliance, legal hold, or BI pipelines. SecureForms collects sensitive data in a HIPAA-compliant iframe — SSNs, DOBs, and payment info never enter the chat window.

Citizen self-service for permits, inspections, and 311 requests via Accela Civic. Automotive screen pop for VAST Retail dealers. AI recruiting bot that surfaces open roles and qualifies candidates 24/7.