Help & docs
Step-by-step walkthroughs, with real screenshots from the live product.
Type at least 2 characters to search titles, summaries, and full article text.
Getting started
6 articles
- Create your Vela accountSign up, verify your email, and pick a starting plan.
- Tour the dashboardA quick walkthrough of the left nav, the AI activity feed, and where everything lives.
- Connect Microsoft 365Authorise Vela to read your inbox and send mail on your behalf.
- Connect XeroAuthorise Vela to manage AR — invoice reminders, contact lookups, payment status.
- Your first AI actionApprove your first AI-drafted reply or invoice reminder.
- Invite your teamAdd teammates as admins or members, and what each role can do.
Using Vela day-to-day
4 articles
- How Inbox triage worksWhat Vela looks for, how it ranks items, and how to tune the rules.
- Invoice reminders and AR automationHow Vela drafts overdue reminders from Xero data and what you control.
- Bookings and calendar holdsVela proposes meeting times, drafts the invite, and waits for your OK.
- AI guardrails and the confidence scoreWhy some drafts are auto-held, and how to adjust the threshold.
Billing & plans
4 articles
- How the 14-day free trial worksNo card up front. Full access. Cancel any time before day 14.
- Change or cancel your planUpgrade, downgrade, or cancel from the customer billing portal.
- Download invoices / receiptsAll your past Vela invoices, GST-ready, exportable as PDF.
- GST and tax invoicesVela invoices are issued in AUD with GST itemised. ABN: 12 345 678 901.
Security & privacy
5 articles
- Where is my data stored?All Vela data is stored in AWS Sydney (ap-southeast-2). Nothing leaves Australia.
- How Vela encrypts your dataTLS in transit, AWS KMS at rest, isolated per tenant.
- Multi-factor authentication (required)Vela requires a TOTP authenticator app on every account.
- Disconnect M365 / XeroHow to revoke Vela's access on either side.
- Export or delete your dataGet a full archive of your workspace data, or request a complete erase.
For MSP partners
4 articles
- Vela Partner Program overviewHow Australian MSPs resell Vela to their SMB clients.
- How to applyFill the partner application form. We respond within one business day.
- Invite your clientsUse the MSP console to onboard tenants in bulk.
- Margin, payouts, and the partner ledgerHow the 30% margin is calculated and when you get paid.
Can't find what you need?
Our team responds within 4 business hours (AEST).