All Services Services

Unified inbox

Keep supported connected channels and customer context in one inbox.

Unified inbox

When you subscribe to Veliora, you receive keep supported connected channels and customer context in one inbox. Your team will have a clear system to use from one connected workspace.

Your team follows the customer instead of searching across apps.

Unified inbox
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What will you receive with this service?

Configured around a practical business outcome

We configure this part of your Veliora workspace around your operation and team. You can use it in daily work while keeping customer context and the next action close to the responsible person.

Instead of completing the step in a disconnected tool, it can remain connected to the customer record, conversations, tasks, and reporting included in your subscribed scope.

Connected to the customer record and next step

We configure this part of your Veliora workspace around your operation and team. You can use it in daily work while keeping customer context and the next action close to the responsible person.

Instead of completing the step in a disconnected tool, it can remain connected to the customer record, conversations, tasks, and reporting included in your subscribed scope.

Connected to the customer record and next step
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Scoped with eligibility, limits, and responsibilities stated clearly

We configure this part of your Veliora workspace around your operation and team. You can use it in daily work while keeping customer context and the next action close to the responsible person.

Instead of completing the step in a disconnected tool, it can remain connected to the customer record, conversations, tasks, and reporting included in your subscribed scope.

How do you use it step by step?

1

A customer or team event starts the flow

Veliora records this stage in the customer journey so your team knows what happened, who owns it, and which action should follow. Agreed tasks or messages can run when the stage conditions are met.

2

The connected service records and routes it

Veliora records this stage in the customer journey so your team knows what happened, who owns it, and which action should follow. Agreed tasks or messages can run when the stage conditions are met.

3

The responsible person or automation takes the next action

Veliora records this stage in the customer journey so your team knows what happened, who owns it, and which action should follow. Agreed tasks or messages can run when the stage conditions are met.

4

The outcome remains visible for follow-up

Veliora records this stage in the customer journey so your team knows what happened, who owns it, and which action should follow. Agreed tasks or messages can run when the stage conditions are met.

Using the service inside Veliora
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How does it connect with the rest of Veliora?

This service does not operate as an isolated island. It can connect with the customer record, inbox, calendars, pipeline, automation, and reporting included in the agreed setup. Your team can move from inquiry to follow-up and then booking or sale without repeatedly entering the same information.

What does Veliora configure for you?

  • Review your customer journey and team workflow
  • Configure agreed fields, stages, and rules
  • Connect eligible channels and integrations
  • Test the journey and train the team for daily use
Availability and scope: Availability, provider rules, usage, and implementation scope are confirmed in your proposal.

Frequently asked questions

Is this enabled automatically for every subscriber?

Channels, integrations, and usage volumes are agreed in the proposal before setup.

Is usage unlimited?

No. Allowances, operating limits, and channel-provider policies are set out in your proposal.

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