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AI AGENTS FOR CUSTOMER SUCCESS POWERED BY A CUSTOMER CONTEXT ENGINE

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.

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4.5 based on +100 reviews
Get answers to any question
Gain visibility over your customers and processes
Build your own agents
Build your own agents
Keep track of your accounts
Keep track of your accounts
Organize your work
Collaborate with your customers
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The platform post-sales teams use to cover more of the book without adding headcount

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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.

Recognized by analysts for leading the shift toward AI-native post-sales

Recognized by analysts for leading the shift toward AI-native post-sales

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

“Velaris has been an excellent partner for our CS operations. The platform is smart, intuitive, and genuinely easy to use and configure.The Copilot functionality is particularly impressive. It gives a clear, comprehensive view of account health by bringing together insights from multiple customer touchpoints, making it much faster for our team and leadership to understand what’s happening in each account.”
Jéssica Lunelli, CS Ops and BI Analyst
"You can't get it anywhere else. It will move the needle on the way people are working."
Matthew Soares, Head of Revenue technology
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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.

Connects with all your tools, including LLMs.

70+ integrations, plus advanced MCP connectors to Claude and ChatGPT.

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.

"The Velaris team are absolutely excellent in the time and attention they have given us as an organisation and have built a lot of custom integrations and automations to allow our team to do much more in the day."
Charlie Edwards, CSM
CAE
“Since using Velaris, we've been able to save hours every week and uncover brand new insights that help us retain and grow.”
Ross Barfield
Hostaway
“Since using Velaris, we've been able to save hours every week and uncover brand new insights that help us retain and grow.”
Taran Hercules
Protex AI
“Since using Velaris, we've been able to save hours every week and uncover brand new insights that help us retain and grow.”
Name Surname
Company
“Since using Velaris, we've been able to save hours every week and uncover brand new insights that help us retain and grow.”
Ross Barfield
Hostaway
“Since using Velaris, we've been able to save hours every week and uncover brand new insights that help us retain and grow.”
Taran Hercules
Protex AI
“Since using Velaris, we've been able to save hours every week and uncover brand new insights that help us retain and grow.”
Name Surname
Company
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Built to keep your data safe.

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