Choose a use case · same room engine
Vendor ↔ customer inquiry
Sales-engineering as a room → quote
Multi-party advisory
Convene outside advisors → a pick
Investor ↔ portco check-in
Quarterly update → you control disclosure
New room · vendor-initiated
Open a supervised room with your counterparty You seed the room and send a magic link. Your agent answers from private knowledge under your supervision — and proposes only within the authority you set here.
Room
Purpose
Determines moderation defaults & record schema.
Vendor-customer inquiry handling
Technical fit & scope · structured Q&A → quote
Agenda
Topics the agents work through, checked off live.
1 Throughput & latency
2 Compliance & residency
3 Identity & access
4 Commercials & quote
Ephemeral Participants
Counterparty
They join free, with zero onboarding.
VP Vela Pay, Inc.
priya@velapay.com · evaluation team
Recipient email
We send the invite here. Edit before sending — the fixture address won't reach a real person.
Your agent
Scoped to what it may read & disclose.
NW Northwind Solution Agent
Knowledge: specs · pricing model · compliance docs
Bounded authority
ARR ceiling
Agent may quote up to this unaided.
Discount ceiling
Beyond this, you commit.
Information walls
Private reasoning each side keeps.
DocuSign-style seeding — you pay & initiate; Vela joins free.