Veloxy Platform Help
Step 1 — Gather context
If
exists, read it first for accumulated platform knowledge.
Ask the user:
-
What's your primary goal?
- A) Set up Veloxy for a field sales team
- B) Fix an issue (email sync, geolocation, mobile app)
- C) Compare Veloxy to alternatives (Scratchpad, Weflow, Badger Maps)
- D) Configure email tracking or drip campaigns (Veloxy Lite)
- E) Build reports or dashboards
-
What Salesforce edition are you on?
- A) Professional
- B) Enterprise
- C) Unlimited / Performance
- D) Not sure
-
How does your team work?
- A) Field/outside sales — in-person meetings, driving between prospects
- B) Inside sales — desk-based, phone/video calls
- C) Hybrid — mix of field and inside
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
Step 2 — Route or answer directly
| Problem domain | Route to |
|---|
| CRM comparison or switching CRMs | /sales-crm-selection {user's question}
|
| General email tracking strategy | /sales-email-tracking {user's question}
|
| Revenue forecasting methodology | /sales-forecast {user's question}
|
| Meeting recording or conversation intelligence | /sales-note-taker {user's question}
|
| Salesforce data quality or deduplication | /sales-data-hygiene {user's question}
|
| Connecting Veloxy to other tools via Zapier/webhooks | /sales-integration {user's question}
|
When routing to another skill, provide the exact command: "This is a {problem domain} question — run:
/sales-{skill} {user's original question}
"
Otherwise, answer directly below.
Step 3 — Veloxy platform reference
Read references/platform-guide.md
for the full platform reference — modules, pricing, integrations, geolocation, email tracking, mobile app.
Answer the user's question using only the relevant section. Don't dump the full reference.
Step 4 — Actionable guidance
You no longer need the platform guide — focus on the user's specific situation.
Field sales setup priorities:
- Connect Salesforce — verify edition compatibility (PE/EE/UE/PP/FE/DE all supported)
- Set up email sync — Gmail or Outlook, verify bidirectional sync is working
- Configure geolocation — set up route optimization, test nearby lead discovery
- Deploy mobile app — install on reps' devices, test lead/contact access
- Enable email tracking — if using Veloxy Lite, set up templates and drip campaigns
If you discover a gotcha, workaround, or tip not covered in
, append it there.
Gotchas
Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
- No public API documentation. Veloxy lists an API on AppExchange but has no published developer docs. If you need programmatic access, contact support@veloxy.io directly.
- Email logging is limited to primary contacts. Only emails with contacts already in your CRM get logged — if a prospect isn't in Salesforce yet, their emails won't sync automatically. Create the contact first.
- Steep learning curve reported. Multiple reviewers note they don't use all features. Start with email sync + geolocation, then layer in predictive intelligence and drip campaigns.
- Veloxy Lite is a separate product. Veloxy (field sales, $25/mo) and Veloxy Lite (email-focused, $35/mo) are different products with different pricing. Make sure you're buying the right one.
- Gmail/Outlook sending limits still apply. Veloxy sends from your real inbox — Gmail caps at 2,000/day, Outlook at 300/day for individual accounts. Drip campaigns count against these limits.
- Acquired by Core Group ($18.7M). Ownership change may affect roadmap, pricing, or support. Monitor for changes.
Related skills
- — Scratchpad platform help (Salesforce-native AI workspace — different approach: CRM overlay with AI field updates, pipeline sheets)
- — Laserfocus platform help (Salesforce overlay — Stacks, table views, simpler/lighter than Scratchpad or Veloxy)
- — Weflow platform help (Salesforce-native Revenue AI with conversation intelligence — has CI, Veloxy doesn't)
- — Email tracking strategy across platforms
- — Revenue forecasting and pipeline analysis
- — CRM comparison and selection
- — CRM data quality and activity logging
- — Not sure which skill to use? The router matches any sales objective to the right skill. Install:
npx skills add sales-skills/sales --skill sales-do
Examples
Example 1: Setting up Veloxy for a field sales team
User says: "I manage 8 outside reps selling industrial equipment. They use Salesforce but hate the mobile app. Would Veloxy help?"
Skill does:
- Reads platform guide — confirms Veloxy is built for exactly this: field reps on Salesforce
- Highlights geolocation intelligence for route optimization between prospect sites
- Notes mobile app (iOS/Android) provides Salesforce data access without the native Salesforce mobile experience
- Recommends starting with Basic ($25/user/mo) and adding Lite ($35/user/mo) only if reps need drip campaigns
- Warns about steep learning curve — suggests phased rollout starting with email sync + maps
Result: Clear recommendation with rollout strategy and cost estimate.
Example 2: Email tracking not working
User says: "Veloxy stopped sending my scheduled emails last week. Support just keeps emailing me back and forth."
Skill does:
- Checks common causes: Gmail/Outlook auth token expired, sending limit hit, template issues
- Suggests re-authenticating email connection in Veloxy settings
- Recommends testing with a manual send (no template) to isolate whether it's a template or connection issue
- Notes the known "app glitches when sending without template" issue — if that's the case, create a minimal template as a workaround
- Suggests escalating via phone support (510-402-6913) if email support isn't resolving it
Result: Structured debugging checklist with escalation path.
Example 3: Comparing Veloxy to Scratchpad
User says: "My team is on Salesforce Enterprise. Should we use Veloxy or Scratchpad?"
Skill does:
- Clarifies: Veloxy = field/outside sales (geolocation, route planning, mobile); Scratchpad = inside sales (pipeline views, AI field updates, call recording with Gong)
- If the team is mostly in the field → Veloxy for geolocation and mobile CRM
- If the team is desk-based → Scratchpad for pipeline management and CRM hygiene
- If hybrid → could use both, but notes cost ($25/user/mo Veloxy + $29-49/user/mo Scratchpad)
- Notes Veloxy has no conversation intelligence; Scratchpad integrates with Gong for CI
Result: Clear decision framework based on team's work style.
Troubleshooting
Veloxy emails stopped sending
Symptom: Scheduled emails or drip campaigns stop going out, no error message in the app
Cause: Gmail/Outlook OAuth token expired, inbox sending limit reached, or account-level block
Solution: Re-authenticate your email connection in Veloxy settings. Check your Gmail/Outlook sent folder to verify whether emails are actually leaving. If using drip campaigns, check if you hit Gmail's 2,000/day or Outlook's 300/day limit. If re-auth doesn't fix it, contact support at 510-402-6913 (phone tends to resolve faster than email).
Mobile app can't update lead status
Symptom: Tapping to change a lead's status in the Veloxy mobile app does nothing or the app crashes
Cause: Known app stability issue reported by users. May be related to Salesforce field-level security or page layout restrictions.
Solution: Verify your Salesforce profile has write access to the Lead Status field. Try force-closing and reopening the app. If it persists, update to the latest app version and clear the app cache. As a workaround, update the status via Salesforce's mobile app or desktop.
Geolocation not showing nearby leads
Symptom: The map view shows no leads or contacts near your current location
Cause: Location permissions not granted, or Salesforce address fields are empty/malformed
Solution: Verify Veloxy has location permissions (Settings > Privacy > Location Services on iOS). Check that your Salesforce leads/contacts have valid address data in the standard Mailing/Billing Address fields. Veloxy geocodes from Salesforce address fields — if those are empty, nothing will appear on the map.