AI agents that run Customer Success, built on a brain that never forgets.
Bolt an agent onto raw data and it guesses from whatever it grabs in the moment. Velaris agents run on a live model of every account instead. They work in the background to monitor risk, handle customers and automate admin work so that you can manage more accounts with the team you already have.
The platform post-sales teams use to cover more of the book without adding headcount
Outcome-focused agents that act independently and get better over time.
Our agents don’t depend on manual prompts. They problem-solve independently to achieve your desired outcome and support your team across the customer lifecycle. Every signal, action and outcome is recorded so they can learn from what happened and improve over time.
- Gathers customer requirements from sales
- Schedules kick-offs
- Prepares onboarding materials
- Guides customers through the onboarding process
- Monitors your customer data for churn and expansion signals
- Reaches out proactively ahead of renewal
- Tailors outreach depending on health status
- Understands customer goals
- Builds tailored account plans for any customers
- Helps CSMs execute plans
account coverage
saved per CSM
saved from churn
Recognized by analysts for leading the shift toward AI-native post-sales
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Understand what’s happening with your customers instantly.
Our AI assembles an always-evolving, real-time picture of every customer in a knowledge graph. This means Velaris agents can:
Answer any question about what’s happening with customers
Surface risk and opportunity signals most CRMs and humans miss
Analyze data and trends across your portfolio
Create shareable visual dashboards on-demand
Hand-off your longtail to AI so your team can focus on the relationships that matter.
Our agents will monitor your longtail, handle renewals, answer questions and reach out when necessary. All with minimal oversight.
Improve NRR and GRR without adding more work to your plate.
Our agents work alongside your CSMs to prevent churn and drive expansions through
Real-time signal detection and personalized outreach
Tailored recommendations and next steps
Automated account planning
Daily briefings and meeting summaries
One central space for tracking, governing and overseeing AI agents.
Monitor everything your agents are doing in one place.
Build in approvals for sensitive tasks and adjust permissions as required.
Get a forward deployed engineer to set you up.
A Velaris FDE will scope your systems, migrate your data, and configure the integrations and AI for you.
Built to keep your data safe.
Velaris is an AI-native Customer Success Platform built for mid-market and enterprise B2B SaaS teams. From customer health scoring and churn prediction to onboarding automation, renewals, and expansion workflows, Velaris helps recurring revenue teams understand account health, reduce churn, and scale customer success with greater visibility and control.