Connect Velaro to your Microsoft 365 tenant via admin consent OAuth. Activate SharePoint transcript storage, Outlook Calendar booking, Microsoft Bookings, Teams notifications, and OneDrive file sharing — each connection scoped to a single site for enterprise-grade access control.
Outlook. Teams. Power Automate. Copilot for Sales. Velaro surfaces where your team already is — not in a separate window they have to remember to open.
See any contact’s full chat history, open Dynamics 365 cases, and active opportunities while reading or composing email. No context switching. The Velaro sidebar opens automatically when you select a message from a known contact — history, cases, and next steps in one pane.
Add Velaro as a native tab in any Teams channel. The Velaro bot posts real-time alerts for new chats, escalations, missed conversations, and CSAT results. Use the messaging extension to search Velaro contacts directly from the Teams compose box without leaving the conversation.
Velaro chat volume, CSAT averages, and open cases surface as a Copilot for Sales card inside Teams and Outlook — right where your sales team already works. No switching to the Velaro admin panel to answer “how is this account engaging with support?”
Connect Velaro to any Microsoft workflow without writing code. Trigger flows when a chat starts, ends, a lead is created, or a case is filed. Execute Velaro actions from any Power Automate flow — 4 certified triggers and 5 actions, submitted for Microsoft certification.
One admin consent flow activates all five core capabilities. No separate credentials or API keys for each service.
Every conversation transcript is automatically exported to your specified SharePoint site. Documents are organized by date and conversation ID, searchable in SharePoint, and available to your compliance and QA teams immediately after the chat closes.
SharePointYour AI bot checks real-time availability and books appointments directly into Outlook Calendar — without leaving the chat. Supports both individual mailboxes and M365 Group shared calendars, so a group email can serve as the calendar organizer for team-based booking.
Outlook CalendarVelaro connects to Microsoft Bookings businesses in your tenant. Your bot can list available services, check staff availability, create appointments, and look up existing bookings — all from a single chat conversation. Works with any Bookings business you create in your M365 tenant.
Microsoft BookingsRoute conversation alerts, escalation events, and CSAT summaries directly to your Microsoft Teams channels. Keep your team informed without switching tools. Uses incoming webhook URLs — no additional OAuth scope needed, just paste the webhook from your Teams channel settings.
Microsoft TeamsAgents and bots can share OneDrive files directly in the chat window. Customers receive a secure share link. No file size limits imposed by Velaro — governed by your OneDrive tenant policies. Works with both personal OneDrive and SharePoint-backed team drives.
OneDriveRun Velaro’s knowledge base scraper and export the results directly to your SharePoint document library. Keep your intranet and SharePoint search in sync with your Velaro KB automatically — no manual downloads or uploads required.
SharePoint ExportMost Microsoft integrations request broad tenant permissions. Velaro is different. When you connect M365, you specify the exact SharePoint site URL you want Velaro to access. Velaro then uses Microsoft’s Sites.Selected permission model to limit the connection cryptographically — the OAuth token Microsoft issues can only reach that one site.
This means a compromised credential, a misconfiguration, or a token exposure cannot reach any other SharePoint site in your tenant. Each customer’s connection is completely isolated from every other customer.
Microsoft’s Sites.Selected permission means the app registration is allowed to access SharePoint — but only the sites that have been explicitly granted. When you connect Velaro and enter a site URL, Velaro calls Microsoft’s Graph API to create a permission grant scoped to that specific site. Subsequent tokens for your tenant are only valid for that site.
Velaro’s Outlook Calendar integration supports the booking pattern your business actually uses.
Your bot checks a specific staff member’s Outlook calendar, finds the next available slot matching the requested duration, and creates the appointment — confirmed in real time during the chat.
For service businesses and team scheduling: use an M365 Group email as the calendar organizer. The bot books into the group’s shared calendar and notifies the relevant team members automatically. No individual mailbox required.
For businesses already using Microsoft Bookings: Velaro reads your Bookings businesses, services, and staff directly. Customers pick a service, see real staff availability, and book — all from the chat widget. No double-entry, no separate booking page.
No configuration required. Connect your tenant and every skill activates automatically.
Save full conversation transcript to your scoped SharePoint site automatically on conversation close
Publish Velaro knowledge base articles to a SharePoint document library for intranet search
Upload agent-provided files or conversation attachments to a specified SharePoint folder
Query free/busy slots for a mailbox or M365 Group calendar for a given date range
Create a calendar event with attendees, subject, and duration — confirmed instantly in chat
Retrieve upcoming bookings for a customer to confirm, reschedule, or cancel
Read all Microsoft Bookings businesses in your tenant
Retrieve service definitions and available staff for a Bookings business
Book a customer appointment into a Bookings business with service, staff, and time slot
Look up an existing Bookings appointment by ID for status checks or cancellations
Generate a secure share link to a OneDrive file and surface it in the chat window
Post conversation summary, escalation alert, or CSAT score to a Teams channel via incoming webhook
Pick a template and go live. Each workflow is wired to the relevant M365 skill automatically.
Collects customer details, checks Outlook Calendar availability for a specified mailbox or group calendar, and books the appointment — all without a human agent.
Reads your Microsoft Bookings catalog, presents available services and staff, checks real-time availability, and creates the appointment directly in Bookings.
On conversation close, exports the full chat transcript to your SharePoint site — organized by date and tagged with agent name and CSAT score.
When a conversation is flagged urgent or transferred to a human agent, posts an alert to your Microsoft Teams channel with customer name, issue summary, and chat link.
Agents share relevant OneDrive files (product guides, contracts, spec sheets) directly in chat. Customers receive a secure link without needing OneDrive access themselves.
Combines booking, document sharing, transcript archiving, and Teams escalation in one workflow — a complete M365-native support experience from first contact to close.
| Capability | Velaro | Generic chat + connector |
|---|---|---|
| SharePoint transcript archiving | Native — automatic on close | Zapier/Power Automate required |
| Outlook Calendar booking from chat | Native AI skill — real-time | 3rd-party scheduling widget |
| Microsoft Bookings integration | Native — reads businesses, books direct | Separate Bookings link only |
| Teams escalation notifications | Native — webhook, no extra auth | Middleware or custom bot required |
| OneDrive file sharing in chat | Native — secure link from agent | Manual share link paste |
| SharePoint access scope | Sites.Selected — single site only | Often tenant-wide |
| Admin consent required | Yes — Global Admin or CA Admin | Varies — often user OAuth |
| Token storage | Never stored — fresh per call | Often stored in connector config |
| Per-customer isolation | Complete — separate tenant ID + site per connection | Shared connector credentials |
| Outlook Add-in (chat history in inbox) | Native — sidebar with D365 cases + opportunities | Not available |
| Teams App (tab + bot + messaging extension) | Native — real-time alerts + contact search in compose | Webhook only |
| Microsoft Copilot for Sales card | Native — CSAT, volume, open cases in Copilot | Not available |
| Power Automate certified connector | 4 triggers + 5 actions — submitted for certification | Zapier or custom HTTP |
One admin consent flow. Five enterprise capabilities. Access scoped to exactly one SharePoint site.