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 AI Summary from the list of actions in the right sidebar
Here you can preview the prompt for the Default Summary. If you have Custom AI Summaries enabled, you can also choose from your own templates, or ones your team has created.
Choose your timeframe for analysis (upgrade to AI+ to see beyond the last 3 months!)
Click Start Summary
Vitally will analyze recent Conversations, Notes, Docs, Custom Objects, NPS responses, Custom Survey responses, and Meeting transcripts (if using the Gong integration or AI Meeting Recorder)
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 or to make any changes as you see fit
Custom AI Summary (AI+ only)
Custom AI Summaries is part of the Vitally AI+ add-on that allows you to generate tailored summaries based on your team’s workflows and data. Use our prompt editor to easily design the perfect Custom Summary for you! Create private templates or shared ones for your team to use. You can create dedicated sections to extract details and build custom reports that unlock insights into requests, goals, and competitive intel.
Go to any Account or Organization 360 page
Click the AI Copilot button below the action bar
Select AI Summary from the list of actions in the right sidebar
Select a template or create a new one
If creating a new template, you can make it private or shared to others can use it
You can edit, clone, or delete a template by selecting the three dots under "Your Templates"
Choose your timeframe for analysis (Last 3 months, Last 6 months, Past year, All time, or Custom)
Select Start Summary
Once finished, a banner will pop up with Your Custom Summary is ready! Click here to view it now
Then you can save as a Note or a Doc for future reference and visibility across your team or to make any changes as you see fit
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 Summaries?
All Vitally users can use AI Summaries using the Default Summary template. To create Custom AI Summaries using your own custom-built templates, upgrade to Vitally AI+.
What data is analyzed?
AI Summaries use Notes, Conversations, NPS Surveys, Custom Surveys, Docs, Custom Objects, and Meeting 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.