Vitally Support

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Laura Bedoya

Fresh out the oven, check out what's new in Vitally

Release Notes

A collection of Vitally use cases and processes

Use Case Library

Ethan Patrick

Setting up Vitally for the first time? Follow this workflow to get started.

Getting Started

Amelia Losciale

Integrations

Manage custom objects, hierarchies, and lifecycles.

Customer Lifecycle

Health Scores & Metrics

Reporting & Segmentation

Sharon

Automated Playbooks & Alerts

Notes, Tasks, Conversations, Projects, and Docs.

Activity Items

NPS & Custom surveys

Administration

Privacy & Security

Vitally AI analyzes customer interactions to automatically surface insights that help your team be more productive.

Vitally AI

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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🏄‍♂️ Building Your Onboarding Process

🚀 Building Your Adoption Process

💸 Building Your Renewal & Forecasting Process

Building Your Customer Journey

❤️ Health Framework

🤝 Managing Stakeholder Change

🚨 Manage Customer Escalations

🫀Tracking CSM Pulse

Core Processes

🏠 Building a Hub for CSM Productivity

⭐ Role-based Hubs

📈 Dashboards 101 & 201

Hubs & Dashboards

🤖 Goals: Operational Use Cases

🏄 Onboarding Goals to Track TTV

🚀 Adoption Goals to Track Usage

💸 Growth Goals to Mitigate Risk & Realize Opportunities

Goals: Operational Use Cases

Getting Started with Vitally as an Admin

Getting Started with Vitally as a CSM

Getting Started with Vitally as a CS Leader

Integrate Data Sources

Sync: Organizations, Accounts, Users

Sync: Revenue

Sync: Product Events

Sync: Conversations, Notes & Tasks

Sync NPS

How to Navigate Vitally

Configure Data

Engage with Customers

Automate Your Process

Visualize Your Data

Vitally Glossary

Blueprints

Hierarchy at Vitally

Learning Vitally

Integrations Overview

The significance of 'external ID'

Product Events in Vitally: Timestamped Events vs. Aggregate Traits

Segment

Outlook Calendar (Meetings)

Mixpanel

Salesforce

Amplitude

Stripe

HubSpot

CSV Upload

Chargebee

Jira

Zendesk

Intercom (Fin)

Gmail

Recurly

Sendgrid

Clearbit

Looker

Outlook

Rudderstack

Google Calendar (Meetings)

Gong

Pendo

Pushing Data to Vitally

Vitally Help Center

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