Velaris

Velaris is built around a customer context engine: a continuously updated knowledge graph that pulls in signals from across the post-sales stack so that AI agents work from a real model of each account instead of guessing. That grounding lets the platform answer questions about customer status, flag risk and opportunity signals that traditional record systems miss, and produce dashboards and analyses on request.

On top of that foundation, Velaris layers agentic automation. Agents monitor the long tail of accounts, handle routine renewals, respond to questions and reach out when something changes, with approvals and permission controls for sensitive actions. Human customer success managers keep the relationships that matter while the platform covers the rest, which is how the vendor frames the value: manage more of the book without adding headcount.

The product also covers the day-to-day mechanics of customer success, including health scores, surveys, conversation and sentiment analysis, reporting dashboards, playbooks, success plans, a task manager and email campaigns. It is positioned for mid-market and enterprise B2B SaaS teams, with onboarding and support modules sold as complementary products, a forward-deployed engineer available to set up systems and data, and compliance credentials such as ISO certification, SOC 2 and GDPR.