Velaxe
LiveConnect — Omnichannel Inbox for Web Chat, Social DMs, SMS/WhatsApp & Email | Velaxe

LiveConnect

Enable AI reply drafts & auto-summaries

Turn on Chat Core assist, set tone & guardrails, and verify summaries flow to tickets.

16 min Intermediate Supervisor, Knowledge Manager Updated Sep 1, 2025
View App All Guides

Overview

Turn on Chat Core assist, set tone & guardrails, and verify summaries flow to tickets.

Prerequisites

  • At least one model provider enabled

Permissions required

ai:configure routing:configure

Steps (3)

Estimated: 16 min
  1. 1

    Enable assist & tone controls

    Supervisor 6 min Back to top

    Settings → AI Assist. Choose tone presets and enable KB retrieval with citations.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Safety & tools

    Knowledge Manager 5 min Back to top

    Set allowed tools and redaction rules via Guardrails. Require citations for policy answers.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Auto-summary to Agent Desk

    Supervisor 5 min Back to top

    Enable handoff summary injection to tickets and Chronicle timeline.

    Tips

    —

    Validation

    —

    Success criteria

    • Tickets include concise TL;DR with cited facts.

About this guide

LiveConnect brings every customer conversation into one queue—web chat, Instagram/Facebook DMs, WhatsApp/SMS, Telegram, and email handoff—so teams never miss a moment. Agents work faster with AI reply drafts, KB suggestions, and one-click ticket creation in Agent Desk. Supervisors manage skills routing, concurrency, SLAs, and wallboards. All messages, files, and actions are logged to Chronicle; attachments are virus-scanned via SecureStore. Built on Chat Core orchestration for reliable routing, triage, and guardrails.