Overview
Connect a channel, create a routing rule, add a basic bot tool, and send your first message.
Prerequisites
- Velaxe workspace admin rights
- At least one PulseGate connector credential (e.g., Twilio, WhatsApp)
Permissions required
Steps (4)
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1
Connect a channel
Open Settings → Integrations → PulseGate and connect SMS/WhatsApp or Web Chat (LiveConnect).
Tips
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Validation
- Channel shows status “Connected” and a test message succeeds.
Success criteria
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2
Create a routing rule
Routing Studio → New Rule. If business hours, route to bot; otherwise, queue to LiveConnect.
Tips
- Add a VIP condition for specific phone numbers or emails.
Validation
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Success criteria
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3
Add a basic bot tool
Bots & Tools → Add Tool → “FAQ retrieval”. Select your knowledge base and allow citations.
Tips
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Validation
- Tool test returns at least one cited answer.
Success criteria
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4
Send your first message
From LiveConnect, start a test chat to the connected number/site. Confirm bot reply and trace visibility.
Tips
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Validation
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Success criteria
- Orchestration Trace shows triage → decide → bot.reply in < 2s.
About this guide
Chat Core decides what happens next in any live conversation. It stitches identity across channels, maintains durable sessions, detects intent and sentiment, calls tools and knowledge bases, and chooses between automated replies or human handoff with clear SLAs. Operators get routing/skills rules, cost & safety guardrails, experiments, and an orchestration trace for explainability.
Tightly integrated with PulseGate for transport, LiveConnect for real-time inbox, Agent Desk for tickets, FlowForge for automation, Chronicle for audit-ready timelines, and InsightLake for analytics—so you can ship omnichannel support that scales safely.