November 2024
Key Releases
Alerts for Gong Suggested Tasks
When a new call is available in Gong and shows in Vitally, call participants in Vitally will automatically receive an Alert that they have a new Meeting with suggested Tasks to review. These alerts will also push to Slack if you have the Slack integration enabled. You can then convert these suggestions into Tasks, or delete them.
Apply Doc Branding to All Pages
When using multi-page Docs or Doc Templates, you can now apply branding across all pages within that Doc with a single click. Visit a page with Branding applied and select Apply to all pages.
Additional Releases
Add Descriptions to Widgets
You can now add descriptions to Widgets to display within Dashboards, helping everyone on your team better understand the purpose of each report.
Multi-Select Traits for Rollup Aggregations
Formula Traits now support the ability to build rollup aggregations using multi-select Traits, opening even more powerful use cases for Formulas.
Integration Releases
Gong Fields as Meeting Traits
Fields imported from the Gong integration will now show as Meeting Traits in Vitally, allowing more flexibility to sort and filter through your Meetings. These Traits can be used in Table Views and Dashboards when reporting on Meeting objects.
Gong’s Suggested Next Steps
Gong “Action Items” have been removed from suggested next steps in Vitally Meetings, eliminating any duplicate action items to help reduce clutter in your Vitally instance.
Configure Mixpanel Without Customer Mappings
Users can now configure the Mixpanel integration to not import accounts if their User to Account mappings are imported from another tool.