Velaris

What is Velaris AI

Velaris AI is an AI-powered customer success platform that gives Customer Success teams a unified, 360-degree view of every customer. It blends analytics, automated workflows, and collaborative success plans to help teams understand customer health, surface risks early, and drive value at scale. By unifying product usage, CRM, and support data, Velaris delivers actionable insights, standardized playbooks, and task automation that streamline operations, reduce churn, improve adoption, and enable proactive management across the entire customer lifecycle.

Main Features of Velaris AI

• 360-Degree Customer Profiles: Consolidate product usage, CRM, support, and billing data for a single source of truth on each account and user.
• AI-Powered Analytics & Health Scores: Identify churn risks and expansion signals with predictive insights, leading indicators, and configurable health metrics.
• Success Plans & Playbooks: Build structured plans with objectives, milestones, and tasks; trigger standardized playbooks to ensure consistent outcomes.
• Automation & Workflows: Automate alerts, lifecycle touchpoints, renewals, and follow-ups to reduce manual work and increase coverage.
• Collaboration Tools: Centralize notes, comments, and account context; coordinate with sales, product, and support on shared customer goals.
• Reporting & Dashboards: Track adoption, engagement, NRR, renewals, and team performance in real time for data-driven decisions.
• Integrations & Data Unification: Connect to CRM, product analytics, support desks, and data warehouses to keep information accurate and up to date.
• Proactive Account Management: Segment customers, prioritize outreach, and schedule QBRs using insights and automated task queues.

Who Can Use Velaris AI

Velaris AI is designed for Customer Success teams in B2B SaaS and subscription businesses, including CSMs, CS leaders, onboarding and implementation managers, renewals and account managers, and revenue operations. Product managers and support leaders can also leverage shared dashboards to monitor adoption, feedback, and customer health. it's suited for organizations seeking a customer operating system that scales proactive engagement and standardizes CS processes.

How to Use Velaris AI

1. Connect your data sources: Integrate CRM, product analytics, support, and billing systems to build customer 360 profiles.
2. Define segments and health metrics: Configure health scores, risk signals, and customer segments aligned to your lifecycle.
3. Create success plans and playbooks: Set objectives, milestones, and standardized actions for onboarding, adoption, and renewals.
4. Automate workflows: Build rules for alerts, task assignments, and lifecycle communications to reduce manual effort.
5. Collaborate across teams: Share context, notes, and progress with sales, product, and support stakeholders.
6. Monitor and optimize: Use dashboards to track outcomes, iterate on metrics, and refine processes based on insights.

Velaris AI Use Cases

Companies use Velaris AI to streamline onboarding with step-by-step success plans, increase product adoption using usage insights and targeted engagement, and reduce churn with predictive health scoring and automated risk playbooks. Revenue teams track renewals and identify expansion opportunities, while leaders run QBRs with unified account data. Support and product teams analyze feedback and usage trends to prioritize improvements and close the loop with customers.

Pros and Cons of Velaris AI

FAQs about Velaris AI

• What is Velaris AI used for?

  it's a customer success platform that centralizes customer data, provides AI insights, and automates workflows to reduce churn, increase adoption, and drive expansion.

• How does Velaris AI measure customer health?

  It combines configurable metrics such as product usage, engagement, support activity, and lifecycle milestones to generate health scores and risk signals.

• Does Velaris AI integrate with CRM and support tools?

  Yes. It is designed to connect with common CRMs, product analytics, service desks, and data platforms to maintain accurate customer profiles.

• How is it different from a CRM?

  CRMs focus on sales pipelines, while Velaris AI focuses on post‑sale success: adoption, health, renewals, and expansion with CS-specific analytics and automations.

• Who benefits most from Velaris AI?

  B2B SaaS and subscription businesses that want a scalable, proactive customer operating system for their Customer Success teams.