Overview
Vitally AI is a powerful suite of tools designed to help teams make sense of customer data instantly and take meaningful action. AI Summaries analyze sentiment, identify key concerns, assess customers for churn likelihood, and highlight growth opportunities. Customer-facing teams often spend hours digging through notes, calls, and feedback to understand the current state of a customer and what action needs to be taken. With Vitally AI, you can skip straight to the insights and confidently act on them.
How To Use Vitally AI Summaries
Generate an AI Summary
Go to any Account or Organization 360 page.
Click the AI Copilot button below the action bar.
Select Create Account Summary.
Choose your timeframe for analysis (Last 3 months, Last 6 months, Past year, All time, or Custom).
Vitally will analyze recent Conversations, Notes, Docs, Custom Objects, NPS responses, Custom Survey responses, and Gong Meeting transcripts (if using the Gong integration).
A notification will appear in the top right corner once your summary is ready—click it to open and review.
You can save the AI summary as a Doc or Note for future reference and visibility across your team otherwise, it will not be saved for future reference.
Managing AI
🧠 AI Summaries
Automatically generate detailed account overviews from unstructured data (Notes, Conversations, Gong). Each includes:
Sentiment analysis
Churn risk assessment
Key concerns
Growth opportunities
By creating a Note or a Doc, you can keep this AI summary handy for future reference. If you'd like to use this summary in a Doc, you can share it with customers to quickly create content for upcoming events such a QBR or Renewals.
FAQs
How do I get access to Vitally AI?
All Vitally users can use AI Summaries.
What data is analyzed?
AI Summaries use Notes, Conversations, NPS Surveys, Custom Surveys, Docs, Custom Objects, and Gong Transcripts. Up to 500 Conversations are reviewed per summary.
How long does it take to generate a summary?
Depending on the timeframe you selected for analysis, your AI summary can take anywhere from a few seconds to a few minutes to generate. Longer timeframes with more data to analyze will take longer to generate.
What models does Vitally use?
At Vitally, we use Amazon Bedrock to bring powerful AI features to our platform. Bedrock gives us access to best-in-class large language models from trusted providers like Anthropic, Meta, Cohere, and others—without compromising on security or privacy. Not all models are created equal, and we use different models for different parts of our AI feature set. Most importantly, your data stays private. None of your information is used to train these models, and it never leaves our secure environment. Everything runs safely behind the scenes, so you get smart, reliable AI-driven tools—without giving up control of your data.