The AI teammate for Customer Success that listens to all your customers, learns over time and acts on your behalf.
Velaris Copilot can answer your questions, update your documents, build your account plans and create shareable reports in seconds.
The platform helping post-sales teams multiply their impact at:
Most “AI Assistants” can only do two things: generate content and summarize it. Not Velaris Copilot.
Copilot listens to every call, monitors every metric and tracks every action for your entire portfolio. That means its output is deeper, more reliable and more efficient than any other tool on the market.
Your team can take back the hours they spend on admin work like:
Pulling together reports manually
Updating docs with customer info
Answering questions from leadership
Creating account plans
Figuring out what their tasks are for the day
Meeting prep
The only AI assistant that constantly monitors everything that’s going on with customers and remembers it over time.
Copilot listens to every call, monitors every metric and tracks every action for your entire portfolio. That means its output is deeper, more reliable and more efficient than any other tool on the market.
Join the ranks of the AI-native Customer Success teams that are using Velaris to move faster and work smarter
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"I love the AI capabilities of Velaris, which really help to leverage a large data set in Salesforce by integrating in a way that allows us to prompt on specific accounts or a variety of accounts to find clarity without manual data analysis. The AI Copilot is fantastic."
"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."
"You can't get it anywhere else. It will move the needle on the way people are working. I can only do this in Velaris."
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.