Meet the first true AI Copilot for Customer Success
Velaris AI Copilot doesn’t just summarize individual emails or meetings. It’s a chat-based teammate that brings actionable insights on your entire book of business.
The platform helping post-sales teams multiply their impact at:
Get any question answered by your always-on digital teammate
Velaris Copilot 1.0 can tell you anything you need to know. Here’s how it works:
Copilot accesses all the customer data that lives in Velaris in real time
This means its knowledge gets updated automatically with every new account, meeting, email, ticket and note that’s synced in Velaris.
It pulls data from multiple sources and combines it to create deep insights (not just summaries)
Copilot goes beyond just “what happened in this meeting?” or “why did this account churn?”. It can give you answers to questions that apply to your entire portfolio like
Which customers will churn this quarter
Which segment has the highest NPS
What are the biggest blockers during customer onboardings
Soon, you’ll even be able to upload extra documents to Copilot for even deeper context (coming in 2026)
It packages the information you need succinctly and delivers it with clear rationale
No more navigating rows of data or fiddling with filters.
Copilot gives you precise answers and transparent reasoning, all in clear, concise language.
Whatever you need, Copilot has you covered
Complete every task faster with your AI teammate.
Which customers show strong expansion potential?
Draft a QBR for Acme Inc.
Which customers are overdue for a check-in?
Suggest ways to increase feature adoption for Acme Inc.
Create a success plan for Marriot.
What features are most requested by customers?
What product issues come up most often in tickets?
What’s the health status of accounts owned by John Smith?
What does Acme Inc care about most based on past conversations?
Who are my top-performing CSMs?
This is just the beginning
With Velaris Copilot 2.0, you can look forward to working with an AI agent that can:
Join the ranks of the AI-native Customer Success teams that are using Velaris to move faster and work smarter
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“The platform's ease of use, combined with straightforward integration, allowed us to automate critical processes quickly.
Customer support from Velaris has also been exceptionally responsive and helpful (kudos to the shared Slack channel!).”
“Not just the product, but the quality of service offered by Velaris is amazing!
The platform has helped us get visibility on customers, be able to measure health and streamline our processes with automations.
The AI features also feel like a natural extension of the platform, they don’t feel like they’re bolted-on after the fact.”
“The Velaris team goes above and beyond to make sure their customer needs are not just met, but exceeded. It’s rare to find a company that values it’s customers as much as Velaris does. Using Velaris has transformed our client operations - they have set a new standard in this space."
