Blueprints Overview
Vitally Blueprints are ready‑to‑use templates for Customer Success operations — preconfigured assets (Playbooks, Views, Projects, Notes, Dashboards, etc.) that you can apply in one click. They capture expert-recommended frameworks so you don’t have to build every process from scratch.
With Blueprints you can:
Rapidly activate core CS workflows (onboarding, renewals, etc.)
Explore vetted best practices contributed by top CS teams
Customize everything after applying — you retain full control
Save time configuring and get to driving outcomes faster
You’ll find two types of Blueprints:
Use-case Blueprints: Full, end-to-end processes (e.g. onboarding, renewal, NPS follow-up)
Standalone feature Blueprints: Single templates for a specific asset (e.g. a Dashboard, View, or Project)
How to Access Blueprints
There are several entry points to open and apply Blueprints:
Navigate to Settings
Under Operations, select Blueprints
Select your Blueprint, whether it's a use case or a standalone feature Blueprint
Select Add Blueprint
Additionally, as you're building Playbooks, Views, etc., you can access Blueprints directly. Below are some ways to access Blueprints from one of our features:
Within Playbook Builder: “Apply a Blueprint”
In creating or editing a View: Option to start from a Blueprint
In Activity Templates, Project Templates, or other asset creation flows
During Hub / Workspace setup screens (if relevant)
How Blueprint Configuration Works
Every Blueprint includes a quick configuration flow (typically under 1 minute) to:
Prevent duplication by identifying existing values (like Properties or Views)
Ensure the Blueprint is applied in the right place
Prompt any required setup (e.g., fallback senders for Conversation actions)
We’ll clearly call out any data prerequisites, such as needing a connected email inbox to apply a Playbook that sends Conversations.
FAQ
Can I apply the same Blueprint more than once?
Yes. You’ll see a notice if it’s been applied before, along with who applied it, when, and links to the previous assets.
Who in Vitally can apply Blueprints?
Any Vitally admin, leader, or team member can access the Blueprint library. Some Blueprints are only available to admins or leaders, since they include features that require a higher level of access. We do offer several Blueprints that are available for anyone to use!
Can I delete a Blueprint after applying it?
There’s no “bulk delete” today however you can delete individual assets manually.
Will Blueprints change anything automatically?
No - you’re in complete control. Any Blueprint that includes automation (like sending Conversations via Playbook) will be created in Draft mode. This gives you time to review and make customizations before turning anything live.
Are more Blueprints coming?
Yes! We’re actively adding more, including advanced use cases. If you don’t see what you need, let us know—we’d love to help or prioritize your request. Use the feedback form inside the Blueprint library to submit your feedback.