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This guide takes you from a new account to your first assessments. It should take about fifteen minutes.

Before You Start

You need an organisation in Velatir and administrator access to it. If you are signing up for the first time, the onboarding wizard walks you through creating your organisation and your first workspaces.
When you create your organisation you can name workspaces yourself, or generate them automatically from your directory with Microsoft Entra. See Microsoft Entra to decide which fits your organisation.

Set Up Monitoring

Choose how you connect

Open Setup in the dashboard. The browser extension covers AI services used in the browser, across thousands of web platforms, and is the best fit for most teams. See Velatir for Browsers.

Generate an API key

On the Setup page, generate an API key. Copy it straight away, as it is shown only once. You can manage keys later under Settings → API keys.

Deploy to your team

Install the browser extension or desktop app for your team and apply the API key. The enterprise guides cover managed rollout across Windows and macOS.

Watch activity arrive

As people use AI, sessions and traces appear under Sessions, and agent verdicts appear under Agents → Assessments.

Tune your agents

Open Agents to set how each one behaves. Start in Observer to learn your usage, then move to Enforcer where it matters. See Configuring agents.
Keep both agents in Observer for the first week or two. You build a clear picture of what people use and what would be flagged, with no disruption.
Check Agents → Assessments to see what each agent caught. This tells you which services to allow or block and which data categories matter most.
Use Gatekeeper to decide which AI services are allowed, and Data Protector to decide which sensitive content to catch.
Add a channel under Settings → Channels so escalations reach the right people in Slack, Microsoft Teams, or by phone.

Core concepts

Understand organisations, agents, traces, and instructions.

Configuring agents

Roll agents out from Observer to Enforcer.