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Overview

This guide walks you through setting up Velatir from scratch. By the end, you will have agents evaluating AI interactions and a notification channel connected for review tasks.
1

Create Your Organisation

Sign up at app.velatir.com and create your organisation. Your organisation is the top-level container for all workspaces, members, and configuration.Give your organisation a name that matches your company or team. You automatically become an Administrator with full access to all settings.
2

Create a Workspace

From your organisation overview, click Create Workspace. Workspaces let you separate AI monitoring by team, department, or project.Each workspace has its own members, agent configuration, and sessions. Start with one workspace for your pilot team. You can add more later.
3

Set Up a Data Source

Connect a data source so Velatir can start capturing AI interactions.The fastest option is the browser extension. It monitors interactions across 4000+ AI platforms with no code changes required.

Browser Extension

Install the Chrome or Edge extension and start capturing traces immediately.

TypeScript SDK

Integrate directly into your application for programmatic trace capture.
4

View Agent Evaluations

Once traces start flowing in, navigate to Sessions in your workspace. You will see each interaction grouped into sessions with its status.Click on any session to see its traces, and click a trace to see the agent evaluations. Your active agents, such as Data Protection and Gatekeeper, evaluate each trace independently.
5

Configure Agent Behaviour

Go to Agents in your workspace settings. Each agent can operate in one of two roles:
RoleBehaviour
ObserverWatches and reports only. No action taken on traces.
EnforcerCan block traces or require approval before they proceed.
Start with agents in the Observer role to understand your AI usage patterns. Move agents to Enforcer as you gain confidence.
6

Connect a Notification Channel

Go to Channels and connect where your team already works. When an agent escalates a trace, reviewers receive a notification and can respond directly.

Slack

Approve and reject directly in Slack.

Microsoft Teams

Use adaptive cards for quick decisions.

Email

Review and respond via email.

Next Steps

Core Concepts

Understand how traces, agents, review tasks, and channels work together.

Trace Lifecycle

Learn what happens to a trace from capture to final state.

Review Tasks

See how escalated traces are reviewed and resolved.

Channels

Explore all notification and decision channels.