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Veloxy Platform Help

Veloxy平台帮助

Step 1 — Gather context

步骤1 — 收集上下文

If 
references/learnings.md
exists, read it first for accumulated platform knowledge.
Ask the user:
  1. 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
  2. What Salesforce edition are you on?
    • A) Professional
    • B) Enterprise
    • C) Unlimited / Performance
    • D) Not sure
  3. 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.
若
references/learnings.md
文件存在，请先阅读该文件以获取积累的平台知识。
向用户询问以下问题：
  1. 你的核心目标是什么？
    • A) 为外勤销售团队搭建Veloxy
    • B) 修复问题（邮件同步、地理位置、移动应用）
    • C) 对比Veloxy与竞品（Scratchpad、Weflow、Badger Maps）
    • D) 配置邮件追踪或drip campaigns（Veloxy Lite）
    • E) 构建报表或仪表盘
  2. 你使用的是哪个Salesforce版本？
    • A) Professional（专业版）
    • B) Enterprise（企业版）
    • C) Unlimited / Performance（无限版/性能版）
    • D) 不确定
  3. 你的团队工作模式是什么？
    • A) 外勤销售——线下会面、在客户间奔波
    • B) 内勤销售——坐班、电话/视频沟通
    • C) 混合模式——外勤与内勤结合
跳过规则：若用户的提问已包含足够上下文，直接进入步骤2。

Step 2 — Route or answer directly

步骤2 — 转派或直接解答

Problem domainRoute 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.
问题领域转派至
CRM对比或切换CRM
/sales-crm-selection {用户的问题}
通用邮件追踪策略
/sales-email-tracking {用户的问题}
营收预测方法论
/sales-forecast {用户的问题}
会议录制或对话智能
/sales-note-taker {用户的问题}
Salesforce数据质量或去重
/sales-data-hygiene {用户的问题}
通过Zapier/webhooks连接Veloxy与其他工具
/sales-integration {用户的问题}
转派至其他技能时，请提供精确指令："这属于{问题领域}问题，请执行：
/sales-{skill} {用户原始问题}
"
否则，直接在下方解答。

Step 3 — Veloxy platform reference

步骤3 — Veloxy平台参考

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.
**阅读
references/platform-guide.md
**获取完整平台参考——模块、定价、集成、地理位置、邮件追踪、移动应用。
仅使用相关章节解答用户问题，不要输出完整参考内容。

Step 4 — Actionable guidance

步骤4 — 可落地指导

You no longer need the platform guide — focus on the user's specific situation.
Field sales setup priorities:
  1. Connect Salesforce — verify edition compatibility (PE/EE/UE/PP/FE/DE all supported)
  2. Set up email sync — Gmail or Outlook, verify bidirectional sync is working
  3. Configure geolocation — set up route optimization, test nearby lead discovery
  4. Deploy mobile app — install on reps' devices, test lead/contact access
  5. Enable email tracking — if using Veloxy Lite, set up templates and drip campaigns
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
此时无需再参考平台指南——聚焦用户的具体场景。
外勤销售搭建优先级：
  1. 连接Salesforce——验证版本兼容性（PE/EE/UE/PP/FE/DE均支持）
  2. 搭建邮件同步——Gmail或Outlook，验证双向同步正常
  3. 配置地理位置——设置路线优化，测试附近销售线索发现功能
  4. 部署移动应用——在销售代表设备上安装，测试线索/联系人访问权限
  5. 启用邮件追踪——若使用Veloxy Lite，设置模板和drip campaigns
若发现
references/learnings.md
未涵盖的陷阱、解决方法或技巧，请添加至该文件。

Gotchas

注意事项

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.
基于研究的最佳实践——请仔细查看，尤其是关于功能限制和集成陷阱的内容，这些信息可能已过时。
  • 无公开API文档。Veloxy在AppExchange上列出了API，但未发布开发者文档。若需要程序化访问，请直接联系support@veloxy.io。
  • 邮件记录仅针对主要联系人。只有与CRM中已存在的联系人的邮件会被记录——若潜在客户尚未录入Salesforce，其邮件不会自动同步。请先创建联系人。
  • 学习曲线较陡。多位评测者表示他们并未使用所有功能。建议从邮件同步+地理位置功能开始，再逐步添加预测智能和drip campaigns。
  • Veloxy Lite是独立产品。Veloxy（外勤销售，25美元/月）和Veloxy Lite（聚焦邮件，35美元/月）是两款不同产品，定价不同。请确保购买的是正确的产品。
  • Gmail/Outlook发送限制仍适用。Veloxy从你的真实收件箱发送邮件——Gmail个人账户每日上限2000封，Outlook个人账户每日上限300封。Drip campaigns会占用这些限额。
  • 被Core Group以1870万美元收购。所有权变更可能影响路线图、定价或支持服务。请关注相关变化。

Related skills

相关技能

  • /sales-scratchpad
    — Scratchpad platform help (Salesforce-native AI workspace — different approach: CRM overlay with AI field updates, pipeline sheets)
  • /sales-laserfocus
    — Laserfocus platform help (Salesforce overlay — Stacks, table views, simpler/lighter than Scratchpad or Veloxy)
  • /sales-weflow
    — Weflow platform help (Salesforce-native Revenue AI with conversation intelligence — has CI, Veloxy doesn't)
  • /sales-email-tracking
    — Email tracking strategy across platforms
  • /sales-forecast
    — Revenue forecasting and pipeline analysis
  • /sales-crm-selection
    — CRM comparison and selection
  • /sales-data-hygiene
    — CRM data quality and activity logging
  • /sales-do
    — 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
  • /sales-scratchpad
    — Scratchpad平台帮助（基于Salesforce的AI工作区——不同定位：带AI字段更新的CRM覆盖层、管道表格）
  • /sales-laserfocus
    — Laserfocus平台帮助（Salesforce覆盖层——堆叠视图、表格视图，比Scratchpad或Veloxy更简洁轻便）
  • /sales-weflow
    — Weflow平台帮助（基于Salesforce的营收AI工具，具备对话智能——拥有CI功能，Veloxy无此功能）
  • /sales-email-tracking
    — 跨平台邮件追踪策略
  • /sales-forecast
    — 营收预测与管道分析
  • /sales-crm-selection
    — CRM对比与选型
  • /sales-data-hygiene
    — CRM数据质量与活动记录
  • /sales-do
    — 不确定使用哪个技能？该路由工具可将任何销售目标匹配到合适的技能。安装方式：
    npx skills add sales-skills/sales --skill sales-do

Examples

示例

Example 1: Setting up Veloxy for a field sales team

示例1：为外勤销售团队搭建Veloxy

User says: "I manage 8 outside reps selling industrial equipment. They use Salesforce but hate the mobile app. Would Veloxy help?" Skill does:
  1. Reads platform guide — confirms Veloxy is built for exactly this: field reps on Salesforce
  2. Highlights geolocation intelligence for route optimization between prospect sites
  3. Notes mobile app (iOS/Android) provides Salesforce data access without the native Salesforce mobile experience
  4. Recommends starting with Basic ($25/user/mo) and adding Lite ($35/user/mo) only if reps need drip campaigns
  5. Warns about steep learning curve — suggests phased rollout starting with email sync + maps Result: Clear recommendation with rollout strategy and cost estimate.
用户提问："我管理8名销售工业设备的外勤代表。他们使用Salesforce但讨厌其移动应用。Veloxy能帮到我们吗？" 技能操作：
  1. 阅读平台指南——确认Veloxy正是为此场景打造：服务Salesforce上的外勤代表
  2. 强调用于客户站点间路线优化的地理位置智能功能
  3. 说明移动应用（iOS/Android）无需原生Salesforce移动体验即可访问Salesforce数据
  4. 建议从基础版（25美元/用户/月）开始，仅当代表需要drip campaigns时再添加Lite版（35美元/用户/月）
  5. 提醒学习曲线较陡——建议分阶段推出，先从邮件同步+地图功能开始 结果：提供清晰的推荐方案、推出策略和成本估算。

Example 2: Email tracking not working

示例2：邮件追踪无法正常工作

User says: "Veloxy stopped sending my scheduled emails last week. Support just keeps emailing me back and forth." Skill does:
  1. Checks common causes: Gmail/Outlook auth token expired, sending limit hit, template issues
  2. Suggests re-authenticating email connection in Veloxy settings
  3. Recommends testing with a manual send (no template) to isolate whether it's a template or connection issue
  4. Notes the known "app glitches when sending without template" issue — if that's the case, create a minimal template as a workaround
  5. Suggests escalating via phone support (510-402-6913) if email support isn't resolving it Result: Structured debugging checklist with escalation path.
用户提问："Veloxy上周开始停止发送我预定的邮件。客服只是来回发邮件，问题没解决。" 技能操作：
  1. 检查常见原因：Gmail/Outlook授权令牌过期、达到发送限额、模板问题
  2. 建议在Veloxy设置中重新验证邮件连接
  3. 推荐通过手动发送（不使用模板）进行测试，以排查是模板问题还是连接问题
  4. 提及已知的"无模板发送时应用故障"问题——若出现此情况，可创建最简模板作为临时解决方法
  5. 建议若邮件客服无法解决问题，通过电话支持（510-402-6913）升级工单 结果：提供结构化的调试清单和升级路径。

Example 3: Comparing Veloxy to Scratchpad

示例3：对比Veloxy与Scratchpad

User says: "My team is on Salesforce Enterprise. Should we use Veloxy or Scratchpad?" Skill does:
  1. Clarifies: Veloxy = field/outside sales (geolocation, route planning, mobile); Scratchpad = inside sales (pipeline views, AI field updates, call recording with Gong)
  2. If the team is mostly in the field → Veloxy for geolocation and mobile CRM
  3. If the team is desk-based → Scratchpad for pipeline management and CRM hygiene
  4. If hybrid → could use both, but notes cost ($25/user/mo Veloxy + $29-49/user/mo Scratchpad)
  5. Notes Veloxy has no conversation intelligence; Scratchpad integrates with Gong for CI Result: Clear decision framework based on team's work style.
用户提问："我的团队使用Salesforce企业版。我们应该用Veloxy还是Scratchpad？" 技能操作：
  1. 明确区别：Veloxy = 外勤销售（地理位置、路线规划、移动应用）；Scratchpad = 内勤销售（管道视图、AI字段更新、与Gong集成的通话录制）
  2. 若团队以外勤为主 → 选择Veloxy以获得地理位置和移动CRM功能
  3. 若团队以坐班为主 → 选择Scratchpad以进行管道管理和CRM维护
  4. 若为混合模式 → 可同时使用两者，但需注意成本（Veloxy 25美元/用户/月 + Scratchpad 29-49美元/用户/月）
  5. 说明Veloxy无对话智能功能；Scratchpad与Gong集成具备CI功能 结果：基于团队工作模式提供清晰的决策框架。

Troubleshooting

故障排查

Veloxy emails stopped sending

Veloxy邮件停止发送

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).
症状：预定邮件或drip campaigns停止发送，应用内无错误提示 原因：Gmail/Outlook OAuth令牌过期、达到收件箱发送限额，或账户级别的拦截 解决方法：在Veloxy设置中重新验证邮件连接。检查Gmail/Outlook已发送文件夹，确认邮件是否真的已发出。若使用drip campaigns，检查是否达到Gmail每日2000封或Outlook每日300封的限额。若重新验证无效，请联系电话支持（510-402-6913），电话支持通常比邮件支持解决速度更快。

Mobile app can't update lead status

移动应用无法更新销售线索状态

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.
症状：在Veloxy移动应用中点击更改销售线索状态无反应，或应用崩溃 原因：用户反馈的已知应用稳定性问题。可能与Salesforce字段级安全或页面布局限制有关。 解决方法：验证你的Salesforce配置文件是否拥有Lead Status字段的写入权限。尝试强制关闭并重新打开应用。若问题持续，更新至应用最新版本并清除应用缓存。临时解决方法：通过Salesforce移动应用或桌面端更新状态。

Geolocation not showing nearby leads

地理位置无法显示附近销售线索

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.
症状：地图视图未显示当前位置附近的销售线索或联系人 原因：未授予位置权限，或Salesforce地址字段为空/格式错误 解决方法：验证Veloxy已获得位置权限（iOS设备：设置 > 隐私 > 位置服务）。检查你的Salesforce销售线索/联系人是否在标准邮寄/账单地址字段中填写了有效地址数据。Veloxy从Salesforce地址字段进行地理编码——若这些字段为空，地图上将不会显示任何内容。