Customizable AI agents built for scale

Velaris AI agents automate your tedious workflows so that your team can handle more accounts, drive better relationships and proactively manage your customers,

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The platform helping post-sales teams multiply their impact at:

Velaris custom agents fill the gap that Claude leaves behind

If you’ve used Claude or other agents for CSM you’ve probably run into these issues:

Velaris agents are powerful, trackable and scaleable across your entire org

Every agent:

Works in the background just like a human

Runs automatically on the cloud (no more Claude Routines and manual approvals)

Can be triggered by an event like a health score drop (not just on a schedule)

Can be used by the whole team

Can be observed and tracked

Deeply understands customer context, CS best practices and you own institutional knowledge

Put them to work across customer lifecycle stages

Join the ranks of the AI-native Customer Success teams that are using Velaris to move faster and work smarter

4.5/5

4.7/5

"I love the AI capabilities of Velaris, which really help to leverage a large data set in Salesforce by integrating in a way that allows us to prompt on specific accounts or a variety of accounts to find clarity without manual data analysis. The AI Copilot is fantastic."

Shadi Musa

"The Copilot functionality is particularly impressive. It gives a clear, comprehensive view of account health by bringing together insights from multiple customer touchpoints, making it much faster for our team and leadership to understand what's happening in each account."

Jessica L.

"You can't get it anywhere else. It will move the needle on the way people are working. I can only do this in Velaris."

Matthew Soares

Want to see Velaris in action?

Discover the difference it can make for your team.

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Velaris is an AI-native Customer Success Platform built for mid-market and enterprise B2B SaaS teams. From customer health scoring and churn prediction to onboarding automation, renewals, and expansion workflows, Velaris helps recurring revenue teams understand account health, reduce churn, and scale customer success with greater visibility and control.