What’s in this guide
VeloConnect is one place to manage every customer conversation — WhatsApp, SMS, Viber, Telegram, Email, Facebook Messenger, Instagram, and voice — tied to a single Contact. This guide walks through what each part of the portal does and how to use it day to day.
The guide is split into six sections. If you’re new, start with Getting started. If you’re looking up a specific task, jump straight to the section you need.
Sections
Getting started
The first hour in VeloConnect: signing in, setting up your company, learning the dashboard, and adding teammates.
| Page | What it covers |
|---|---|
| What is VeloConnect | Channels, contacts, voice, and the dashboard — in one read |
| Sign in to your account | Logging in, two-factor, and recovering a lost password |
| First-time setup | Naming your company, picking a timezone, enabling channels |
| Your dashboard at a glance | What every widget on the home view means |
| Inviting teammates | Roles, permissions, and how seats are counted |
| Topping up your wallet | How billing works and how to add funds |
Contacts
Everything about the people you talk to — fields, imports, companies, and timelines.
| Page | What it covers |
|---|---|
| Manage contacts | Find, filter, tag, and assign contacts |
| Custom contact fields | Adding the fields your business needs |
| Import and export contacts | CSV upload, field mapping, exports |
| Companies | Linking contacts to organizations |
Conversations
The Unified Inbox, channel history, and notes.
| Page | What it covers |
|---|---|
| Using the Unified Inbox | One thread per contact, across every channel |
| Channel history | What each channel icon means; how threads merge |
| Notes and the activity timeline | Agent notes alongside every message and call |
Campaigns and senders
Outbound messaging — campaigns, WhatsApp templates, sender IDs, and tracking links.
| Page | What it covers |
|---|---|
| Campaigns overview | Campaign list, statuses, and KPIs |
| Creating a campaign | Pick a channel, audience, message, and schedule |
| WhatsApp templates | Submitting templates and using variables |
| Sender IDs | Alphanumeric vs numeric, per-country registration |
| Tracking links | Short URLs and click-through stats per contact |
Voice
Browser calling through PortSIP, queues, presence, and phone numbers.
| Page | What it covers |
|---|---|
| Making and receiving calls | Click-to-call, answering, and the in-browser dialer |
| Call handling | Hold, mute, blind and warm transfer |
| Agent presence and queues | Status modes, inbound queue, voicemail |
| Phone numbers (DIDs) | Requesting a number, KYC, assigning it to a user |
Account and compliance
Your profile, notifications, pricing, invoices, and data rights.
| Page | What it covers |
|---|---|
| Your profile | Name, password, language, photo |
| Notification preferences | What you get pinged about, and where |
| Pricing and your rate card | Tiers, usage charges, and how rates appear in-app |
| Transactions and invoices | Wallet history, monthly invoice download |
| Compliance: export or delete a contact’s data | Right to Erasure and Right to Portability |
| Audit log | What’s logged, where admins find it |
Admin extras
A short index for tasks only admins handle.
| Page | What it covers |
|---|---|
| Admin tasks at a glance | Approvals, billing margins, audit-log access |
Need help?
- Email: [email protected]
- Phone: +374 60 443310
- API reference: docs.veloconnect.me
Last updated: 2026-05-12