agent · ai-customer-success-agents
Planhat vs Velaris
55 fields both were evaluated on, 23 of them different — including where one discloses something the other does not. Every value links to the document it came from. 32 further fields are disclosed by neither and are listed at the end rather than tabled.
Assurance
| Field | Planhat | Velaris |
|---|---|---|
| Audit trail· | “Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.”www.planhat.com · checked Aug 3, 2026 | no public information www.velaris.io · checked Aug 1, 2026 |
| Explainability· | “Use analytics along with input from humans and AI to deploy adaptable scoring that gauges whether customers are truly thriving or failing.”www.planhat.com · checked Aug 3, 2026 | “Velaris tracks customer health by maintaining a living memory of every account in its proprietary context graph. This context graph maps customer data, product usage, engagement, conversations, support activity, tasks, and other account signals, giving teams a continuously updated view of each customer. Velaris AI is trained to identify signals that may indicate churn risk, sentiment changes, expansion potential, or shifts in account health.”www.velaris.io · checked Aug 1, 2026 |
| Runtime governance· | “Deploy agents with confidence Delegate processes to governed agents which execute with greater speed and precision than humanly possible.”www.planhat.com · checked Aug 3, 2026 Not in our latest capture. We captured this page again on Sep 16, 2026 and this quote was not there. How we re-check citations | no public information www.velaris.io · checked Aug 1, 2026 |
| Compliance certifications· | “Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.”www.planhat.com · checked Aug 3, 2026 | |
| Regulatory alignment· | no public information www.planhat.com · checked Aug 3, 2026 | |
| Outcome-based pricing· | no public information www.velaris.io · checked Aug 1, 2026 |
Agency
| Field | Planhat | Velaris |
|---|---|---|
| Human oversight· | “Give your team the capability to leverage, supervise and enhance agentic outputs at scale.”www.planhat.com · checked Aug 3, 2026 Not in our latest capture. We captured this page again on Sep 16, 2026 and this quote was not there. How we re-check citations | no public information www.velaris.io · checked Aug 1, 2026 |
| Goal complexity· | “Planhat is a system of action that empowers you to define and track customer objectives, identify value opportunities, run collaborative cross-functional workflows, and report on ROI.”www.planhat.com · checked Aug 3, 2026 | no public information www.velaris.io · checked Aug 1, 2026 |
| Action space· | “Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.”www.planhat.com · checked Aug 3, 2026 | no public information www.velaris.io · checked Aug 1, 2026 |
| Operating environment· | “Planhat constructs a comprehensive living model of your customers and commercial operations spanning traditional CRM data, rich time series data, SOPs and external telemetry.”www.planhat.com · checked Aug 3, 2026 | no public information www.velaris.io · checked Aug 1, 2026 |
| Initiative· | “Deploy agents with confidence Delegate processes to governed agents which execute with greater speed and precision than humanly possible.”www.planhat.com · checked Aug 3, 2026 Not in our latest capture. We captured this page again on Sep 16, 2026 and this quote was not there. How we re-check citations | no public information www.velaris.io · checked Aug 1, 2026 |
Safety
| Field | Planhat | Velaris |
|---|---|---|
| Safety policy· | “Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.”www.planhat.com · checked Aug 3, 2026 | |
| Data handling· | “Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.”www.planhat.com · checked Aug 3, 2026 |
Practicality
| Field | Planhat | Velaris |
|---|---|---|
| Integrations· | “Sync seamlessly with Sales Use Planhat together with all major CRMs to ensure you get the full picture and move in sync with your entire organization.”www.planhat.com · checked Aug 3, 2026 | CRMs, support tools, communication platforms, product analytics tools, calendars, project management tools, file storage systems, forms, databases, and spreadsheets. Examples include Salesforce, HubSpot, Pipedrive, Zendesk, Intercom, Slack, Notion, Gong, Gmail, Outlook, Google Calendar, Jira, Pendo, Mixpanel, Amplitude, Snowflake, PostgreSQL, MySQL, Google Sheets, and Microsoft Excel. “Velaris supports integrations across CRMs, support tools, communication platforms, product analytics tools, calendars, project management tools, file storage systems, forms, databases, and spreadsheets. Examples include Salesforce, HubSpot, Pipedrive, Zendesk, Intercom, Slack, Notion, Gong, Gmail, Outlook, Google Calendar, Jira, Pendo, Mixpanel, Amplitude, Snowflake, PostgreSQL, MySQL, Google Sheets, and Microsoft Excel.”www.velaris.io · checked Aug 1, 2026 |
| Support model· | “Implementation isn’t DIY. Get a dedicated team to help you get up and running. Our team will scope your systems, map your data, and configure the integrations for you.”www.velaris.io · checked Aug 1, 2026 |
Foundation models
| Field | Planhat | Velaris |
|---|---|---|
| Base models· | “MCP Server Planhat + Anthropic Harness Planhat's full capabilities in natural language with Claude Code.”www.planhat.com · checked Aug 3, 2026 | no public information www.velaris.io · checked Aug 1, 2026 |
| Model provider· | “MCP Server Planhat + Anthropic Harness Planhat's full capabilities in natural language with Claude Code.”www.planhat.com · checked Aug 3, 2026 | no public information www.velaris.io · checked Aug 1, 2026 |
Ecosystem
| Field | Planhat | Velaris |
|---|---|---|
| Protocols supported· | “MCP Server Planhat + Anthropic Harness Planhat's full capabilities in natural language with Claude Code.”www.planhat.com · checked Aug 3, 2026 | MCP “Velaris also supports MCP, allowing LLMs and AI agents to securely access Velaris account data, customer context, health signals, tasks, notes, and other Customer Success information.”www.velaris.io · checked Aug 1, 2026 |
| Tool use· | “Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.”www.planhat.com · checked Aug 3, 2026 | no public information www.velaris.io · checked Aug 1, 2026 |
| Multi-agent· | “Planhat is the open platform where agents and people work as one to drive revenue growth across the entire customer lifecycle.”www.planhat.com · checked Aug 3, 2026 Not in our latest capture. We captured this page again on Sep 16, 2026 and this quote was not there. How we re-check citations | Multiple purpose-built agents (account risk monitoring, meeting follow-ups/task creation, sales handovers) plus custom agents built via natural language. “Agents that can: Monitor every customer account for emerging risks before humans manually spot them Listen to your meetings, create tasks and send follow-ups Handle handovers from sales Plus custom agents that give you full control Plus, create custom agents using natural language”www.velaris.io · checked Aug 18, 2026 |
Impact
| Field | Planhat | Velaris |
|---|---|---|
| User base· | “We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”www.planhat.com · checked Aug 3, 2026 | no public information www.velaris.io · checked Aug 1, 2026 |
| Deployment scale· | no public information www.velaris.io · checked Aug 1, 2026 | |
| Target sectors· | Service-Intensive Software, Security, IT Services, Healthcare & Life Sciences, Connected Businesses, Business Services “[ Service-Intensive Software ] [ Security ] [ IT Services ] [ Healthcare & Life Sciences ] [ Connected Businesses ] [ Business Services ]”www.planhat.com · checked Aug 3, 2026 | mid-market and enterprise B2B SaaS companies, as well as other recurring revenue businesses “Velaris is built for mid-market and enterprise B2B SaaS companies, as well as other recurring revenue businesses”www.velaris.io · checked Aug 1, 2026 |
Disclosed by neither
Both Planhat and Velaris publish nothing on these 32 fields. That is a finding about the category rather than a difference between them, so it is recorded here instead of as 32 identical table rows. Each is shown with its source check on the individual profiles.
- Autonomy level
- High-risk domains
- Documented incidents
- Pricing model
- Price point
- Availability
- Deployment options
- Supported regions
- Model swappable
- Open weights
- Fine-tuning
- Context window
- API access
- Open source
- Marketplace presence
- Safety evaluations
- Red teaming
- Usage restrictions
- Model or system card
- Incident reporting
- Third-party evaluations
- Insurance available
- Insurance carriers
- Coverage limits
- Indemnification
- Liability cap
- Tamper-evident log
- Permission scopes
- Settlement mechanism
- Dispute process
- SLA terms
- Evaluation coverage
Questions
- How do Planhat and Velaris compare on target sectors?
- Planhat: Service-Intensive Software, Security, IT Services, Healthcare & Life Sciences, Connected Businesses, Business Services. Velaris: mid-market and enterprise B2B SaaS companies, as well as other recurring revenue businesses.