AI Agents & Automation
What each AI agent does, the signals it reads, what it produces, and the human-in-the-loop controls you have over it.
How Velsano AI agents work
The three kinds of AI in the app — scheduled agents, on-signal agents, and on-request Copilot — and the human-in-the-loop model that keeps you in control.
Portfolio Intelligence Agent
Synthesizes many signals across your book and reasons about which accounts truly need intervention — not just threshold alerts.
Account Strategy Agent
Proactively builds 90-day account plans for accounts that have gone too long without a strategic review.
Predictive Intelligence (churn prediction)
Explainable churn prediction with transparent risk drivers and cross-account similarity — it can flag risk before health visibly drops.
Conversation Intelligence
Reads call transcripts and email threads to extract summaries, sentiment, action items, risk flags, and competitor mentions.
QBR Prep
Auto-drafts QBR sections about two weeks before each scheduled review, then hands them to you to finish.
Milestone Intelligence
Infers when AI-tracked milestones have likely been reached and queues them for your confirmation.
Predictive Risk Signal (legacy)
A narrower signal that flags accounts where the churn score is high but the visible health score still looks fine.
The full agent roster
Every governable AI agent at a glance, including the renewal, stakeholder, expansion, and VoC agents.
Autonomy & work styles
How much an agent does unattended — set by the account coverage model and CSM work style.