The full agent roster
Every governable AI agent at a glance, including the renewal, stakeholder, expansion, and VoC agents.
The agent roster
Beyond the agents with their own articles, several more run across your book. All are enabled, disabled, and tuned in Admin Console → AI Copilot & Agents → Agents.
- Portfolio Intelligence — reasons across the whole book and recommends which accounts need you this week.
- Account Strategy — drafts a 90-day plan for accounts overdue a strategic review.
- Predictive Intelligence — explainable churn prediction with ranked drivers.
- Conversation Intelligence — turns transcripts and emails into summaries, action items, and risk flags.
- QBR Prep — pre-fills QBR drafts ahead of the review.
- Milestone Intelligence — infers completed milestones for you to confirm.
- Renewal — stages renewal-risk Actions as T-90/T-60/T-30 approach with no QBR or exec engagement.
- Renewal Motion (opt-in) — runs a touch-free renewal motion over a chosen segment; does nothing until you set a target segment.
- Stakeholder Monitor — watches for coverage risk: stale champions, single-threading, departed sponsors, new execs.
- Expansion — surfaces expansion Actions on healthy, well-adopted accounts nearing plan ceilings.
- Voice of Customer — evaluates NPS, sentiment, and portal engagement and queues follow-ups.
Tip
Each agent respects a cooldown so it won't re-recommend the same account repeatedly, and every recommendation lands in the AI Agent Inbox unless the account's coverage model allows auto-execution.
Related: *How Velsano AI agents work* · *Autonomy & work styles* · *The AI Agent Inbox*