Velaris Basic lets you access your customer data directly from ChatGPT, using plain language — no dashboards, no switching tabs.
What you can do:
Look up accounts and organizations — check health scores, churn status, ARR, lifecycle stage, and assigned CSM for any customer.
Search contacts — find individuals by name, account, or role and review their details.
Track risks and opportunities — surface at-risk accounts or open expansion opportunities across your book of business.
Manage notes and tasks — read existing notes, create new ones, and update tasks tied to customer records.
Who it's for:
Customer Success Managers and CS leaders who want a faster way to access and update their Velaris data without leaving their workflow.
Requires a Velaris account. Read and write access is governed by your Velaris role permissions.