Release Notes
Fresh out the oven, check out what's new in Vitally
Use Case Library
A collection of Vitally use cases and processes
Getting Started
Setting up Vitally for the first time? Follow this workflow to get started.
Integrations
Getting data in and out of Vitally
Customer Lifecycle
Manage custom objects, hierarchies, and lifecycles.
Health Scores & Metrics
Tracking customer health & key metrics.
Reporting & Segmentation
Building reports & segmenting accounts.
Automated Playbooks & Alerts
Automate workflows with Playbooks.
Activity Items
Notes, Tasks, Conversations, Projects, and Docs.
NPS & Custom surveys
Collect & analyze customer insights.
Administration
Manage admin tasks in Vitally.
Privacy & Security
GDPR, SSO, 2FA, & Deactivation.
Vitally AI
Vitally AI analyzes customer interactions to automatically surface insights that help your team be more productive.