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Automation Builder

Create flexible automations on an intuitive drag-and-drop interface.

actions

Put any action on autopilot

Anything you can do manually in Velaris, you can automate in Scenarios.

Create automatic expansion opportunities or risk alerts
Assign Playbooks and Contacts to team members
Create tasks
Populate or change data fields
Send personalized emails

…and more.

triggers

Choose any trigger to activate your Scenario

Scenarios can be scheduled, or be activated by a trigger event.

Create triggers based on:

Events in Velaris such as changes in health, NPS, lifecycle stage, or any other data point
Events in your own product
Events in any third-party system we connect to

Set conditions and filters to adapt Scenarios to your specific needs.

canvas

Get a flowchart overview of your entire Scenario sequence

Drag and drop building blocks onto our automation canvas to create your Scenario.

Easily understand even the most complex sequences at a glance.

The Customer Success Platform recommended by high-growth CS teams

“With Velaris’ automation features, it’s like having an extra set of hands, always keeping us one step ahead.”

Stephanie Hanakova

“Flexible platform and perfect for day-to-day operations in CS.”

Emma Rosendahl

“A must-needed tool for your success team!”

Jose Carlos Vazquez

Discover more features that our customers love

Data and Analytics

Find any type of customer data in seconds.

Measure and understand the health of your customer portfolio.

Visualise your data on clean, beautiful dashboards.

Sentiment Analysis

Find any type of customer data in seconds.

A place to store customer data that doesn’t fit anywhere else.

Productivity and Automation

Automation Builder

Create flexible automations on an intuitive drag-and-drop interface.

Task Management

Create, schedule and manage all your tasks in one space.

Standardize and speed up your processes.

Manage account plans and prove ROI.

Get automatically generated action items from customer communications.

Customer Collaboration

Streamline your email communications.

Customer Portal

Collaborate externally with your customers.

Create, distribute and automate customer surveys.

Writing Assistant

Leverage the power of AI to become a proactive CS org.

Want to see Velaris in action?

Discover the difference it can make for your team.

Schedule your personalized demo