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Velaris

Velaris: The AI Customer Success Platform

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43.2K
Added
Jul 26 2024

About Velaris

Velaris is an AI-native platform that helps post-sales teams manage more accounts with the team they already have. It uses agents that run on a live model of every account to monitor risk, handle customers, and automate administrative work, reducing the need to add headcount. The system records signals, actions, and outcomes so agents can learn and improve over time, providing oversight and continual improvement within the customer success lifecycle.

Velaris assembles a real-time picture of each customer in a knowledge graph, enabling agents to answer questions, surface risk and opportunity signals, analyze data across a portfolio, and create shareable dashboards. It hands long-tail tasks to AI so humans can focus on relationships, with minimal oversight required.

Velaris offers an AI-native approach to customer success, combining health scoring, churn prediction, onboarding automation, renewals, and expansion workflows.

It emphasizes real-time monitoring, data integration, and actionable insights across customer journeys.

Use cases

  • Understand account health and reduce churn for mid-market and enterprise B2B SaaS teams

Key features

  • AI agents monitor risk, handle customers and automate admin work
  • Central space to monitor and govern AI agents
  • 70+ integrations and MCP connectors to Claude and ChatGPT
  • Real-time signal detection and personalized outreach
  • Knowledge graph-based customer understanding
  • Custom health score builder and sentiment analysis
  • Automated account planning and daily briefings
  • Self-improving memory for agents

Pros and cons

Pros

Integrates AI agents with a centralized governance space
Real-time, comprehensive view of customers via knowledge graph

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