Quickstart

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Overview

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Step 1: Create a Project

1. Log in to your Velatir dashboard
2. Click Create Project
3. Give your project a name and description
4. Click Create

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Step 2: Enable Policies

1. Go to Policies in the dashboard
2. Browse the available pre-built policies
3. Enable the policies relevant to your use case
4. Optionally create custom policies for your specific requirements

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Step 3: Create a Workflow

1. Go to Workflows in the dashboard
2. Click Create Workflow
3. Add nodes to your workflow:
   • Policy Trigger - Triggers when a policy matches
   • Human Intervention - Creates a review task for approval
   • Notification - Sends alerts to your team
   • Rejection - Rejects the trace
4. Connect the nodes to define your approval flow
5. Save and activate your workflow

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Step 4: Connect a Channel

1. Go to Channels in the dashboard
2. Connect your preferred channel:
   • Slack - Approve directly in Slack
   • Microsoft Teams - Use adaptive cards
   • Email - Reply-to-approve workflow
3. Human intervention nodes will now send approval requests to your connected channels

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Step 5: Integrate Your AI System

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What’s Next?