Vero's tools & capabilities

Vero (the dVersum AI assistant) has over 70 tools at its disposal — from creating invoices to drawing whiteboards. Here's what Vero can do and how to call it.

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Vero's tools & capabilities

Vero is the AI assistant inside dVersum. It doesn't just reply — it can act. Over 70 tools are at its disposal, each with clearly defined permissions and auditing.

What Vero can do

Invoices, quotes, reminders

ToolExample prompt
Create invoice"Create an invoice for Müller GmbH for 5 hours of UX consulting at 120 EUR"
Duplicate quote"Duplicate quote AN-2026-0042 and adapt it for Schmidt AG"
Convert quote to invoice"Convert the accepted Müller quote into an invoice"
Create + send reminder"Send a reminder for all invoices overdue from last week"
Generate Stripe pay link"Generate a pay link for invoice RE-2026-0123"
Set per-document text slot"Write a friendly intro for the Müller invoice"
Change price input mode"Set the next invoice to gross prices"

Finance

ToolExample
Create / approve received invoices"Upload receipt.pdf and assign it to supplier OTTO"
Calculate VAT pre-return"What's my VAT pre-return for Q2/2026?"
Build ZM summary statement"Build the ZM for Q1"
Maintain suppliers"Add OTTO Versand as a new supplier, VAT-ID DE12345…"
Query revenue / expenses / profit"How much revenue did we have in May?"

Projects, tasks, time

ToolExample
Create project + columns + tasks"Create a new project 'Website Relaunch' with default columns"
Task + subtasks + tags"Create a task 'Wireframes' in project X, priority high, tag UX"
Log time"Log 2.5 hours on yesterday's task"
Read activity feed"What did the team do today?"
Generate Gantt data"Show me dependencies in project Y"

Whiteboards, pages, files

ToolExample
Create whiteboard + draw"Make a whiteboard with a column chart of 2026 monthly revenue"
Create page"Create a page 'Q3 planning' with a heading for each month"
Upload file / generate share link"Share the 'Briefings' folder with password 'abc' for 7 days"

Communication

ToolExample
Send invoice by email"Send the open invoice to the client's stored address"
Read notifications"What's new since yesterday?"
Create calendar event"Schedule a meeting with Müller tomorrow at 10am (Google Meet)"

How to talk to Vero

In the web app

  • Cmd+J opens the floating Vero chat from anywhere.
  • Directly: Sidebar → Vero.
  • On Pages: type @vero mid-text — Vero answers inline.

Via Telegram

Pair your Telegram account once (Settings → Telegram → 6-digit pairing code). After that you can reach Vero straight from a Telegram chat.

Via MCP (Claude Desktop, Cursor, etc.)

dVersum offers an MCP server (Settings → MCP). Once you connect it in your AI client, Claude or Cursor can also use every Vero tool.

Security & permissions

  • Vero acts on your behalf with your permissions. A member cannot have admin actions executed.
  • Every action ends up in the audit log and the org's activity feed.
  • For destructive actions (delete, archive, send reminder) Vero asks for confirmation.

BYOK & model choice

In Settings → AI you configure:

  • API key (Bring Your Own Key): OpenAI or Anthropic Claude — your own key, stored AES-256-GCM-encrypted.
  • Model: e.g. gpt-4o, gpt-4-turbo, claude-opus-4.
  • Personality: custom name, 5 response styles, free-text instructions.
  • Core principles: rules Vero follows in every conversation.

Without BYOK, Vero falls back to the system key (request count capped per plan).

dVersum tip

Feel free to give Vero multi-step instructions — e.g.:

"Look at the team's activity this week, summarise the key points, and add a new heading on the 'Weekly Report' page with today's date and the points as a list."

Vero chains the tools itself and returns the summary at the end.

Last updated: 7/9/2026