Veylo CRM · Docs

Last updated: 2026-10-12

AI agent and automation flows

Flows are built by dragging blocks on a canvas. The AI Agent block can take over the conversation at any point and reply naturally, using only the information you provide.

Blocks

Triggers

A flow can start on a new conversation, when the lead writes a keyword, when a card enters a pipeline stage, when a tag is added, or only when someone triggers it manually. Each flow has business hours and can be limited to specific channels.

The AI agent

The agent reads the flow's texts and the information you add for the product or service, keeps the conversation's context, answers questions and can book appointments in the Veylo calendar. It never invents prices or terms: anything it doesn't know is passed to the team. You can choose to reply with text only, or with voice using the Voices module.

Frequently asked questions

Which AI models are used?

The platform works with OpenAI and Groq models, chosen by the platform; accounts can also use their own key.

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