Velaris
Velaris is a web-based AI agent platform for Customer Success teams.
What Velaris is
Velaris is a web-based AI agent platform for Customer Success teams. Its Customer Context Graph connects CRM, product usage, support, calls, email, surveys, and other systems into one customer view. Velaris analyzes structured and unstructured signals to surface declining engagement, negative sentiment, renewal risk, and expansion potential. AI agents can run multi-step workflows for onboarding, renewals, risk management, expansion, and low-touch customer segments. Velaris Copilot answers questions, drafts success plans, and analyzes customer portfolios. The listed license includes accounts, contacts, organizations, Customer 360, three custom objects, AI account summaries, health scores, surveys, dashboards, conversation analysis, sentiment scores, automations, email campaigns, playbooks, success plans, and task management. More than 70 integrations are supported, with additional integrations available by request. Pricing is custom and available on request; there is no free plan.
Good
- Connects customer data into a Customer Context Graph
- AI agents automate multi-step Customer Success workflows
- Includes health scores, surveys, dashboards, and playbooks
- Supports more than 70 integrations
- Lists ISO 27001:2022, SOC 2, and GDPR compliance
Watch out
- Pricing is available only on request
- No free plan is listed
- Web platform only
Who it suits
Velaris suits mid-market and enterprise B2B SaaS companies and other recurring-revenue businesses managing Customer Success at scale. It is intended for teams needing health scoring, onboarding workflows, renewal tracking, and success playbooks.
Verdict
Velaris combines connected customer data, risk detection, AI agents, and Customer Success workflows in one web platform. Its custom pricing and lack of a free plan make it a sales-led option for larger recurring-revenue teams.
Plans and prices
From Velaris's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom pricing | Priced on request | Based on customers managed, users, data complexity, integrations, and capabilities required · Annual platform subscription; contact Velaris for pricing. |
The facts
Each one read from Velaris's own pages, with the date it was checked.
What it does
- AI agents
- AI agents can manage multi-step workflows across onboarding, renewals, risk management, expansion, and low-touch customer segments.checked 5 Oct 2026
- Copilot
- Velaris Copilot can answer questions, draft success plans, and analyze a customer portfolio.checked 5 Oct 2026
- Core features
- The listed license includes accounts, contacts, organizations, Customer 360, three custom objects, AI account summaries, health scores, surveys, reporting dashboards, conversation analysis, sentiment scores, automations, email campaigns, playbooks, success plans, and task management.checked 5 Oct 2026
- Customer context
- Its Customer Context Graph combines customer data from CRM, product usage, support, calls, email, surveys, and other systems into a connected customer view.checked 5 Oct 2026
- Data protection
- Velaris says it uses AWS KMS encryption at rest, SSL encryption in transit, automated AWS backups, and secure data erasure practices.checked 5 Oct 2026
- Examples
- The integrations page lists Salesforce, HubSpot, Google Meet, Zoom, Slack, Zendesk, Jira Cloud, Amplitude, Google Calendar, Snowflake, Stripe, OpenAI, and Google Gemini.checked 5 Oct 2026
- Implementation and support
- Velaris provides hands-on implementation and Customer Success support to connect data and configure workflows.checked 5 Oct 2026
- Integrations
- Velaris says it supports more than 70 integrations and offers to build integrations that customers need but do not see listed.checked 5 Oct 2026
- Intended customers
- Velaris says it is built for mid-market and enterprise B2B SaaS companies and other recurring-revenue businesses that need to manage Customer Success at scale.checked 5 Oct 2026
- Other products
- The pricing page lists a Customer Portal for onboarding with shared projects, shared tasks, and an embedded widget, plus Velaris Support with ticket management, a shared inbox, embedded chat, and an AI support agent.checked 5 Oct 2026
- Product
- Velaris is an AI agent platform for Customer Success teams that automates workflows and helps teams become more proactive.checked 5 Oct 2026
- Risk detection
- Velaris analyzes structured and unstructured customer signals to identify risks and opportunities such as declining engagement, negative sentiment, renewal risk, and expansion potential.checked 5 Oct 2026
- Security
- The security portal lists ISO 27001:2022 certification, SOC 2, and GDPR compliance.checked 5 Oct 2026
The company
- Company
- The company identifies itself as a private B2B SaaS and AI software company founded in 2021 and headquartered in London, United Kingdom.checked 5 Oct 2026
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