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.
How to use
- 1Add it in ChatGPT
Open Velaris Basic in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Velaris Basic, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.