Velaris

Velaris is an AI-native platform designed for Customer Success (CS) and post-sales teams, focusing on helping them monitor, analyze, and act on customer data without manual overhead. The platform provides a centralized interface where teams can track every customer account and associated process, surfacing real-time visibility into health scores, usage patterns, and support interactions. Its core capability is AI-enriched intelligence that ingests historical and live data to predict churn risks and expansion opportunities—essentially flagging accounts that may need proactive attention or are ready for upsell before human analysts would notice. Users can build custom AI agents that autonomously perform routine monitoring tasks, such as scanning for emerging risk signals across hundreds of accounts and sending alerts when predefined thresholds are breached. These agents are configurable to answer specific questions about customer behavior, like “Which accounts have not logged in for 30 days?” or “Which customers are likely to downgrade next quarter?” Velaris also enables teams to orchestrate personalized customer journeys by setting up automated workflows that trigger based on account events—for example, sending a tailored onboarding email when a user completes a key milestone or scheduling a check-in call when product usage drops below a certain level. The platform integrates with common business tools (e.g., CRM, billing systems, product analytics) to pull data into a unified view. It allows post-sales professionals to organize their work around accounts, set tasks, and collaborate within the same environment. By reducing administrative burdens—such as manually generating reports or sifting through scattered data—Velaris aims to free up CS teams to focus on high-impact,