About Velaris
Velaris is an AI agent platform that helps Customer Success teams automate low-value workflows, become more proactive, and grow NRR.
Instead of relying on CSMs to manually monitor every account, piece together customer context, and decide what needs to happen next, Velaris gives Customer Success teams AI agents that can understand what is happening across their customer base and take action. The platform remembers decisions: what signal fired, what you or the agent did, what happened next, and what to do differently next time.
What Velaris does
Centralized customer intelligence and context
Risk and opportunity detection
Automating Customer Success
What makes Velaris different
AI agents built specifically for Customer Success
General-purpose AI tools can summarize a meeting, draft an email, or answer a question when prompted. Velaris is built around the ongoing work of managing customers.
Its agents understand Customer Success concepts such as health, lifecycle stage, onboarding, renewal, risk, expansion, customer goals, commitments, and account relationships. That means they can operate within Customer Success workflows rather than treating every request as an isolated AI task. The agents have been trained on different CS models such as high-touch, low/tech-touch and hybrid.
A Customer Context Graph gives agents the full picture
A structured, evolving model of every customer. Customer Success decisions rarely depend on one piece of information.
A drop in usage might not mean much on its own. Combined with several support issues, negative sentiment, an upcoming renewal, and the loss of a key champion, it can signal a serious risk.
Without a model of the customer, agents have to rebuild that picture from raw data every time they're asked. Velaris's Customer Context Graph keeps it continuously up to date:
- State: what matters now. Current stage, live signals, and whether the account is improving, stalling or deteriorating.
- Relationships: how everything connects. Org structure, stakeholder map, and which products and teams are involved.
Agents can learn from previous signals, actions, and outcomes
Velaris records the signals agents detect, the actions that follow, and the outcomes those actions produce.
This creates a growing history of what has happened across the customer base, giving agents more context from previous customer situations rather than treating every interaction as completely new.
Over time, that shared history can help both people and agents make better-informed decisions about customers.
Full observability and control over deployed agents
Velaris records the signals agents detect, the actions that follow, and the outcomes those actions produce.
This creates a growing history of what has happened across the customer base, giving agents more context from previous customer situations rather than treating every interaction as completely new.
Over time, that shared history can help both people and agents make better-informed decisions about customers.
Who uses Velaris
Velaris gives everyone who works with your customers a shared view of what's happening, what matters and what to do next.
Customer Success Leaders
CSMs
Executives
Account Managers
Product teams
The team behind Velaris
Founders with experience scaling unicorns, combined with Fortune 500 engineering expertise.
Co-founder & CEO
Former COO Exponea (Acquired by Bloomreach)
Former VP at Mews
10+ years of experience in post-sales
Co-founder and CRO
Repeat Founder
Former Director of Operations at Mews
Founding team and SVP, Engineering
20 years of experience in software development
Former Senior Software Architect at Sysco LABS
Senior Technical Lead at Pearson
How Velaris works
Connect your customer data
Configure it around your lifecycle
Deploy AI agents
Work alongside your agents
Get hands-on implementation and support
Key Facts
Frequently Asked Questions
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No. Velaris is designed specifically for the post-sales customer lifecycle rather than primarily managing sales pipelines.
It can connect with CRM systems such as Salesforce and HubSpot and use CRM data alongside product usage, support activity, conversations, health information, surveys, and other customer signals.
Velaris uses AI across customer understanding, analysis, automation, and execution.
Its AI capabilities include Expert Agents, Copilot, conversation intelligence, risk detection, customer summaries, sentiment and topic analysis, natural-language dashboards, and other tools designed specifically around Customer Success workflows.
General-purpose AI tools such as Claude and ChatGPT can be useful for tasks including writing, summarization, analysis, and answering questions.
Velaris is purpose-built for Customer Success. It provides persistent customer context, Customer Success entities and workflows, portfolio-wide information, shared team context, proactive agents, and direct connections to the systems where customer data lives.
Velaris is designed to help teams improve the underlying drivers of NRR, including retention, customer adoption, proactive risk management, and expansion identification.
The platform helps teams identify risks and opportunities earlier and gives both humans and agents the context required to act on them.
Yes. Velaris can be used to manage low-touch and digital customer segments where it may not be economical for a CSM to manually monitor every account.
AI agents can continuously watch these customers, respond to routine needs, identify potential churn or expansion signals, and escalate situations that require human attention.
Velaris connects to 70+ systems commonly used across the customer lifecycle, including CRM, support, communication, product, survey, and data platforms.
This allows teams to bring together information that would otherwise remain spread across separate tools and use it as shared context for both CSMs and AI agents.
Implementation depends on the complexity of a company's data, integrations, and Customer Success processes.
Velaris' implementation model is designed to get teams to value in weeks rather than quarters, with hands-on support from the Velaris team throughout setup and rollout.
Velaris uses custom pricing. Prospective customers can contact Velaris for pricing based on their team size, customer portfolio, required capabilities, and implementation needs.
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.