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

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.

The right workflow runs at the right time

Holiday greeting on December 25. Sale-week routing for ten days. Back to normal on the 2nd. Schedule which workflow runs on which dates, set a priority order for the rest, and see the result before a single visitor does.

Switch Workflows by Date
Pick a start and end date, choose the workflow to run, and Velaro switches to it on its own. Repeat it every year for recurring holidays, or let it expire automatically.
Priority Routing
When more than one workflow could run, priority decides which one wins. Same-priority overlaps are caught when you save, so two workflows never fight over the same hour.
Preview Any Date and Time
Ask which workflow will run at 6 PM on December 25 in your time zone, and see why it won. A timeline shows what runs across the coming weeks.
Gap Warnings
If a seasonal workflow ends and nothing is scheduled after it, Velaro tells you in the app before the gap arrives, so visitors never land on silence.
Velaro's real Workflows builder, showing live active workflows for Netsuite leads, IVR support, and Apple Messages

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.