For sales enablement
Content platforms live and die on review cycles: brand, legal, and client approval on every asset. Velt puts that loop inside your platform: comments on decks and emails, approval chains with quorum, AI first-pass brand and compliance checks, and an audit trail for regulated clients.
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The review reality
Every one of these is the review loop living outside your product. Below is what it looks like inside.
Client feedback on the deck arrives as annotated screenshots and reply-all email, because threads, mentions, and anchoring in your own platform is a two-quarter build that keeps slipping.
An enterprise prospect asks whether their legal team can sign off on every email before it sends, and the honest answer is a workflow engine you would have to build to close the deal.
A bank or pharma client asks who approved last quarter's campaign, and the proof is a forwarded email, a screenshot, and a Slack thread someone deleted.
Your AI already drafts emails and checks brand guidelines, but enterprise buyers will not turn it on while nothing sits between the AI and the client's content.
The loop
Velt runs a campaign email through the full review loop inside your platform: comment threads on the draft, an AI first pass against the client's brand guidelines, a staged approval chain that ends with the client, and an audit record of every decision. Both humans and agents act through the same primitives; nothing changes without a human accepting it.
// one email, five steps, one record. Brand, legal, and the client never leave your product.
A marketer finishes a promo email for a bank client in your email builder and @mentions the brand lead on the subject line: “Too close to the competitor's tagline?” The thread anchors to the subject line itself, not to a screenshot of it.
Subject line too close to the competitor’s tagline? @Maya
A review agent checks the draft against the client's brand guidelines and disclosure rules and leaves three findings as comments anchored to the exact elements: the CTA button is off the client's palette, the APR claim is missing its required disclaimer, the footer carries an outdated logo. Each finding has a suggested fix with Approve and Reject.
APR claim is missing its required disclaimer.
The marketer accepts the disclaimer fix and the text change applies as a suggestion; she rejects the logo finding because the client signed off on that version last week. Nothing reached the email that a human did not accept. With Memory, the agent reads that rejection and stops re-flagging the logo.
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The email enters the chain the agency defined in your UI on Velt's approval APIs: brand review, then legal, then the client's approver. Each reviewer is notified in-app, by email, or in Slack, and the chain does not advance while comments on the draft stay unresolved.
The client clicks Approve and the email is cleared to send, with a timestamped record of who was asked, who approved, what the agent flagged, and what changed. The next audit question is answered before it is asked.
Feature map
Each card links its feature page. Preview the UI, or read the code that renders it.
Anchored to the subject line: not a screenshot of it. @Maya
<VeltComments />Threads on the deck, the email, the landing page, anchored to the slide, the subject line, the hero image. Brand, legal, and the client comment on the asset, not on a screenshot of it.
Explore Comments<VeltApprovalFlow
stages={["brand", "legal", "client"]}
/>Your users define the chain in your UI on Velt's APIs: brand, then legal, then the client, with quorum and reject paths. Campaign sign-off becomes a feature, not an email ritual.
Explore Approval flowsvelt.addReviewAgent({
instructions: "flag off-brand colors",
});An AI first pass on every campaign asset: off-brand colors, missing disclaimers, outdated logos, claims that need legal. Findings land as comments a human accepts or rejects.
Explore Review agentsSuggested fixSave 30% → Save up to 30% (see rate card)
<VeltSuggestions />Copy edits proposed inline on the email draft, accepted or rejected like a diff. The consent step between an agent's rewrite and the client's brand.
Explore SuggestionsPOST /v2/activities/get
{ "data": { "documentId": "promo-email" } }An exportable record of who approved every deck, email, and landing page, what changed, and when. The answer for bank and pharma clients who audit their agencies.
Explore Audit trailLegal review · campaign email
<VeltNotificationsTool />Approval requests reach reviewers in-app, by email, or in Slack before the launch date slips. Batching, routing, and per-user preferences for reviewers who live in their inbox.
Explore NotificationsAgent action layer
In sales enablement, the stake is the client's brand. An email that reaches a bank's customers with the wrong disclaimer, or a deck that misquotes the client's pricing, is not a bug ticket; it is a fired agency. So every agent action in Velt arrives as a proposal: the generated subject line variant, the brand fix, the rewritten claim, each one a comment or suggestion with Approve and Reject attached. On approve, the change applies through your webhook with a permanent record of who allowed what; on reject, nothing touches the asset and the rejection is logged. The agent never holds write access to client content. With Memory, agents also read what this team already settled, so the tagline the client approved in March stops getting re-flagged in June.
Proposes · add the required APR disclaimer to the footer
Audit entry
Approved · Maya · Tue 14:21 · disclaimer applied · agent never held write access
on reject, nothing touches the asset and the rejection is logged
In production
Customers in this space include email creation and sales enablement platforms running brand, legal, and client review on decks, emails, and landing pages inside their own products. They embed comments, approval chains, and the audit export their regulated clients ask for, instead of routing campaign sign-off through forwarded email.
See it running in platforms like yours.
30 minutes, with an engineer, not a sales deck.
Compliance
Your customers' campaigns are their clients' unannounced launches. The strip leads with isolation.
Comment visibility scopes per thread: only me, my team, or specific people. The agency's debate about the client's feedback never renders for the client.
Per-feature data providers keep decks, emails, comment content, and user PII on your infrastructure; Velt stores minimal identifiers.
Self-hostingThe exportable approval record per asset is what regulated clients' vendor reviews ask for.
GovernanceCertifications and qualifiers beyond SOC 2 Type II are verified before they render.
FAQ
Client approvers act inside your product: the approval request reaches them by email or Slack with a link to the asset, and approve or reject happens on the asset itself, recorded.
Yes. Comment visibility is scoped per thread: only me, my team, or specific people. Internal debate about the client's brand feedback stays invisible to the client reviewing the same asset.
Yes. Review agents take plain English instructions, for example “flag off-brand colors, missing disclaimers, and outdated logos,” and leave findings as comments with suggested fixes a human accepts or rejects.
An exportable record per asset: who was asked, who approved, what the AI flagged, what changed, and when. Records are queryable by document, user, workflow, or time range.
Yes. Comments, suggestions, and approvals anchor to elements, not to editors, so they work in custom builders and canvases, with prebuilt setups for Tiptap, CodeMirror, and 10 other editor libraries.
Usage-based on monthly active documents: you pay for the decks, emails, and pages that had review activity in a month, not per seat and not per asset stored. There is a free tier for development and early production.
Free tier. No credit card. First comment in 5 minutes.
30 minutes, with an engineer, not a sales deck.