Velsano documentation

Everything you need to use Velsano — grouped by topic. Each section links to its full guides.

• Getting Started

  8 articles

• AI Agents & Automation

  10 articles

• AI Copilot (on-request)

  11 articles

• Health Scoring

  10 articles

• Account Management

  10 articles

• Success Plans & QBRs

  9 articles

• Actions & Daily Work

  9 articles

• Journeys, Signals & Email

  10 articles

• Reporting & Analytics

  8 articles

• Admin & Security

  13 articles

• Customer Portal

  3 articles

Velsano Academy — guided learning paths

• CSM Fundamentals (CSM): first-day-in-velsano → portfolio-view → account-360-overview → cta-work-model → ai-inbox-my-actions → creating-a-success-plan → how-health-scores-are-calculated
• Manager Essentials (Manager): user-hierarchy → configuring-scorecard-weights → portfolio-dashboard → csm-performance → signal-rules → overdue-digest
• Admin Setup (Admin): permission-groups → custom-fields → import-data → data-platforms → data-visibility-policy → connect-usage-webhook