Workflows & Automation

Let automation handle
the repetitive work

Every manual step your agents take after a conversation - tagging, CRM updates, follow-up emails, escalation alerts - is time stolen from the next customer. Velaro workflows do it automatically.

Trigger: Conversation Closed
Condition: CSAT < 4 stars?
Alert Manager
Tag: Low-CSAT
Send Follow-up
0
Lines of Code Required
Any
Event Can Trigger
CRM
+ Email + Webhook Actions
Real-time
Execution
Workflow Capabilities

If this happens, do that - automatically

Any conversation event can be a trigger. Any action in your toolchain can be the response. Connect the dots without a dev ticket or an integration project.

Event-Driven Triggers
Trigger on conversation start, first message, transfer, close, CSAT score, wait time exceeded, keyword matched, or tag applied. Every event is available.
Auto-Tagging & Classification
Automatically tag conversations by topic, sentiment, or outcome. Routing, reporting, and follow-up workflows all become more accurate when tagging is consistent.
CRM Sync
Write conversation outcomes, tags, and CSAT scores back to Salesforce or HubSpot automatically. No copy-paste, no end-of-day data entry, no forgotten updates.
Automated Follow-Ups
Send post-resolution follow-up emails on a schedule. Low CSAT scores can trigger a recovery workflow. Satisfied customers can receive an upsell sequence.
Alert & Escalation Rules
Notify a supervisor by email or Slack when a conversation waits too long, scores poorly, or uses certain keywords. Catch problems before they escalate further.
Webhook Actions
Fire a webhook to any external system - Zapier, custom APIs, your data warehouse - whenever a trigger fires. If your tool has an API, Velaro can talk to it.
Automation Activity - Last Hour LIVE
09:41
TRIGGER
Conversation #4821 closed with CSAT 2★ - alert sent to Sarah (Manager)
09:38
ACTION
Contact James K. updated in Salesforce with tag "billing-resolved"
09:35
ACTION
Follow-up email queued for Lisa R. - resolves in 24h window
09:31
TRIGGER
Wait time exceeded 90s on WhatsApp queue - priority escalated
09:28
ACTION
Webhook fired to Zapier: "returns_completed" event with order ID
09:22
ACTION
Auto-tagged #4809 as "checkout-support" from keyword match
No-Code Builder

Build workflows your team
can maintain themselves

Workflows built by a developer create a developer dependency. Velaro's visual builder is designed for operations and support managers - no code, no IT ticket, no waiting.

  • Drag-and-drop trigger → condition → action builder
  • Test mode to preview workflow execution before going live
  • Activity log shows every automation fired with timestamps
  • Unlimited workflows on all plans - no per-automation fees
  • Template library with 20+ pre-built workflows to start from
"Low CSAT auto-alerts mean my team catches unhappy customers the same day, not in next week's report. Recovery rate from those follow-ups is 68%."
VP of Customer Success - SaaS platform
"Automatic CRM sync removed 30 minutes of daily data entry from every agent's routine. That's over 50 hours of agent time saved per week across our team."
Head of Operations - Financial services
"Auto-tagging our conversations by topic transformed our reporting. We went from anecdotal 'billing is a big issue' to exact percentage breakdowns within a week."
Support Analytics Lead - E-commerce brand

Stop paying agents to do what automation can handle.

Set up your first workflow in under five minutes - no developer required.