Agents see the full Salesforce record the moment a chat starts. Moshky AI creates leads, logs cases, and looks up account history without being asked.
Before Velaro, the workflow looked like this: chat starts, agent opens Salesforce in a new tab, searches for the contact, pulls up the account, copies the case number back into the chat window. Then at the end of the conversation, the agent has to manually type everything back into Salesforce — the issue, the resolution, the follow-up tasks. That context switch costs 90 seconds minimum, every single time.
Multiply that across a support team of 20 agents handling 80 chats per day. You lose 40 person-hours daily to tab switching and manual data entry. Your Salesforce data quality suffers because agents skip the copy-paste when they're busy. Leads go uncreated. Cases get wrong status. Account notes are never written.
Velaro eliminates all of it. The moment a visitor starts a chat, Velaro queries Salesforce by email or phone and surfaces the full record — contact details, open cases, account history, recent activity — directly in the agent's sidebar. When the chat ends, Moshky AI writes the transcript back to Salesforce automatically. No agent action required.
Velaro auto-queries Salesforce by email or phone as soon as a chat initiates. Agents see the full record before they type a single word.
Create a lead, log a case, update a contact field — Moshky does it during the conversation, not after. Zero agent clicks required for routine updates.
Every chat transcript is written to the Salesforce record as an activity log. Automatic, complete, no copy-paste.
Before creating a new contact or lead, Velaro searches Salesforce first. Existing records get updated. New records are only created when truly new.
Every capability is active the moment you connect your Salesforce account via OAuth. No configuration, no custom development.
The entire Salesforce integration happens automatically. Agents and AI work from real CRM data without leaving the chat window.
The moment a visitor opens a chat, Velaro queries Salesforce by email address or phone number. If a matching contact or lead exists, the full record is loaded instantly into the agent sidebar.
Open cases, account details, contact properties, recent activity history — all of it appears in a sidebar panel within the Velaro agent desktop. The Salesforce tab stays closed.
When the conversation ends, Moshky AI writes the chat transcript back to the Salesforce record, creates any outstanding tasks, and updates fields based on what was discussed. No agent action required.
"Before Velaro, agents had to manually copy every chat detail into Salesforce. Now it's automatic. Our data quality went from 60% complete to 98%."
— Enterprise Sales Operations Director
Velaro connects to all major Salesforce products via the standard REST API. One OAuth connection covers everything.
Contacts, leads, opportunities, accounts, and activities.
Cases, entitlements, escalation rules, and service queues.
Communities, portals, and partner sites with authenticated users.
AI surfaces relevant KB articles directly in the chat conversation.
The integration is built to the same security standards as your Salesforce org. No passwords stored, no shadow databases.
Velaro connects to Salesforce using standard OAuth 2.0 — no passwords or API keys stored. Tokens are encrypted at rest and rotated automatically.
All records are created and updated directly in your Salesforce org. Velaro does not maintain a copy or shadow database of your CRM data.
Customer data flows through Velaro to Salesforce and is not retained. Data subject requests are handled entirely within your Salesforce org.
Velaro does not transmit or store payment card data. Chat sessions involving payment are handled via secure tokenized forms that never touch Velaro servers.
No setup required beyond the initial OAuth connection. Every capability below is active immediately.
Find a Salesforce contact by email address on chat start
Find a Salesforce contact by phone number on chat start
Create a new Salesforce contact — checks for duplicates first
Update any contact property directly from the chat conversation
Capture and create a new Salesforce lead from chat context
Convert a lead to a contact and account record from chat
Surface the Einstein or custom lead score for prioritization
Open a Service Cloud case from the chat conversation
Change case status or priority from the chat interface
Retrieve all open cases for a contact on chat start
Add an internal or public comment to any case
Escalate a case to the next tier based on chat conversation
Create an activity record or note on any Salesforce object
Create a follow-up task assigned to the contact owner
Book a calendar event or meeting from the chat conversation
Write the full chat transcript to the Salesforce contact or case record
Retrieve full account information including industry, revenue, and owner
List all contacts associated with an account
Full-text search across contacts, leads, cases, and accounts
Pull the last N activities on a contact or account record
Retrieve relevant Salesforce Knowledge articles based on chat topic
No custom dev required · Works with any Salesforce edition · 26 years enterprise experience
One OAuth connection. Every tool active immediately. Your agents stop switching tabs starting today.