What we've shipped

New — Product Lines — guided setup for multi-product teams

Selling more than one product? Product Lines splits health, ARR, renewals and CSM coverage per line on every account — so a multi-product account is no longer one blurred score.

• A guided setup wizard proposes one line per product in your catalog, maps products and usage features, and bootstraps per-account coverage from your real contract line items

• Find it under Admin Console → Coverage Model → Product Lines

• When your catalog reaches two products, we'll suggest it right on your dashboard

• Available on the Enterprise plan (and free to explore during your trial)

Announcement — Meet your Agentic AI

Velsano is now an AI-first Customer Success platform — a team of AI agents working alongside your CSMs, not a dashboard you have to drive.

The idea is simple: your agents watch every account, assemble the evidence when something changes, and propose the play. Your team reviews and approves it. Nothing goes out on its own until you've decided it should.

• Agents watch, gather context, and draft the next move

• Your team stays in control — every proposal is yours to approve, edit, or dismiss

• Autonomy is earned and OFF by default, so trust is built gradually

Everything below is part of that shift. Explore it from the sidebar — Agents, the Agent Inbox, and the AI Copilot in the corner.

New — AI Copilot — ask anything, right where you work

The AI Copilot lives in the corner of the app and knows your data. Ask it a question in plain language and it answers inline — no report to build, no page to hunt for.

• "Which of my accounts are at risk this quarter?" → a grounded answer with the accounts and the why

• Ask for a chart and it renders one in the conversation

• Ask it to draft an email and it writes one you can review and send

The Copilot reads your real portfolio — health, renewals, activity, and each account's own history — so its answers are specific to you, not generic.

New — Autonomous agents & earned autonomy

Meet the agent roster. Each one owns a motion and works it end to end — then hands you the decision.

• Renewal agent — reviews upcoming renewals, drafts the outreach, flags the ones that need a save play

• Expansion agent — spots accounts ready to grow and proposes the next step

• Churn-triage agent — watches for risk, assembles the evidence, and proposes the save

• Stakeholder Monitor — notices when a champion goes quiet

• Voice of Customer agent — turns survey and conversation signals into action

Everything an agent proposes lands in the Agent Inbox for your team to approve. As you approve an agent's work over time, it can earn a higher autonomy tier and handle routine work touch-free — but only when you've set it that way. Autonomy is OFF by default.

New — "Today" — your AI-prioritized home

Your day now opens on Today — a home that puts attention where it matters instead of a wall of everything.

• Focus — the handful of accounts and moments that need you now, chosen by your agents

• Actions — your work queue, prioritized, with AI-proposed next steps you can accept or dismiss

• Pulse — the state of your portfolio at a glance

Start at the top and work down. When the queue is clear, you're genuinely caught up.

Improved — Evidence-based churn narratives & account briefs

When an account is flagged at risk, you no longer get just a score — you get the story.

• Churn narratives explain WHY an account is at risk, in plain language, citing the specific signals

• Account briefs summarize where things stand before a call, grounded in the account's own past conversations and activity

• A recommended next move comes with each, so you can act instead of investigate

The AI reads the real history behind each account, so the reasoning is specific and defensible — not a generic template.

New — AI-built dashboards & reports

Describe the report you want in plain language and the AI builds it — the right data source, the right chart, wired to live data.

• "Show me NRR by segment for the last four quarters" → a real, saved report

• Refine it in words; adjust it by hand whenever you like

• Everything renders on live data, so it stays current

Reporting stops being a build exercise and becomes a conversation.