Vitally AI+ Overview
Vitally AI+ unlocks advanced AI-powered features designed to help teams drive efficiency, improve insights, and enhance collaboration. With access to an AI Meeting Recorder, Custom Summaries, and all-time insights across accounts and conversations this is purpose-built for CS teams.
Feature | Vitally AI Copilot (included) | Vitally AI+ (add-on $) |
Ask AI: Get instant answers and insights from your customer data using natural language. | ✅ | ✅ |
AI Actions: Take quick follow-up actions like drafting emails, suggesting tasks, or extracting key details. | ✅ | ✅ |
AI Account Summaries: Instantly generate detailed customer summaries across Accounts and Organizations. | ✅ | ✅ |
AI Historical Context: The available time frame for leverage AI to create summaries and more. | 90 Days | All Time |
AI Meeting Recorder: Automatically record, transcribe, and analyze every customer interaction. | ❌ | ✅ |
Custom AI Summaries: Generate tailored summaries based on your team's workflows and data | ❌ | ✅ |
The AI+ add-on can be managed by Vitally admins in Account Settings.
AI Meeting Recorder
Vitally AI+ gives CS teams access to powerful tools designed for deeper insight, faster execution, and better customer conversations.
Capture every conversation with automatic recording, transcription, and analysis.
Unlock deeper insights using full historical context across all customer data.
Tailor outputs to your team with AI-generated summaries built for your workflows.
Regardless of your seat type (Admin, Leader, Team Member, or Observer) you can have access to Vitally's AI Meeting Recorder! As an added bonus, if you have a AI Meeting Recorder seat as an observer, you can now send emails from Vitally. With AI+, you get 5 meeting recorder seats included, and you can purchase additional seats - just ask your Account Manager!
💡 Learn more about AI Meeting Recorder here
Custom AI Summaries (COMING SOON!)
Custom AI Summaries allow 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.
You can create dedicated sections to extract details and build custom reports that unlock insights into requests, goals, and competitive intel.
💡 Learn more about AI Summaries here