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

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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. You can also map Entra security groups so people who sign in with Microsoft join with the right role. See Microsoft Entra to decide which fits your organisation.

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Set Up Monitoring

Choose how you connect

Open Setup in the dashboard. Most teams install Velatir for Desktop, one installer that covers AI use in the browser and in desktop apps. If you only need browser coverage, deploy the browser extension on its own.

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

Roll Velatir for Desktop out to your fleet with your ingest key. Enterprise deployment covers silent installation via Microsoft Intune, Jamf Pro, and other MDM platforms 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 Gatekeeper and Data Protector in Observer to learn your usage, then move to Enforcer where it matters. Turn Coach on when you want people to see guidance in the moment. See Configuring agents.
Keep Gatekeeper and Data Protector 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. Coach has no Observer role — enable its messages when you are ready.
Check Agents → Assessments to see what each security 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 high-criticality findings reach the right people in Slack, Microsoft Teams, or by text message.

Core concepts

Understand organisations, agents, traces, and instructions.

Configuring agents

Roll agents out from Observer to Enforcer.