Velaris Basic

Publisher description

From the marketplace listing

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.