We've collected prompts from our team, our customers, and across the web to bring you a complete "prompt cookbook" to help automate some of your work in Vitally and surface insights faster.

They’re broken out by category so you can quickly scan through based on your situation:

Copy and paste any of these prompts in your AI Copilot in Vitally. AI is all about experimentation — through some trial and error, you'll discover the best prompts that work for you.

Vitally's native AI Copilot is available on Accounts, Organizations, Conversations, Meetings, Notes, and other objects to surface critical insights, ask the right questions at the right time, and take action faster from key customer interactions.

AI Copilot pulls from Conversations, Notes, Tasks, Projects, Docs, Custom Objects, NPS responses, Custom Survey responses, Traits, and Meeting transcripts

You can ask AI Copilot to take any of these actions individually, or chain them together to take multiple actions within the same chat session.

Review conversations and meetings with this account from the last 90 days. Please identify any escalation risks you see. What would you recommend as the next steps? If available, include the specific stakeholder with whom the next step should be taken, and why.

Identify recurring concerns or issues raised by the client over the past six months based on their interactions, including meetings, emails, and notes. Provide concise and impactful bullet points with numbers. Highlight any concerns that have not been adequately addressed or resolved.

Review this customer's product usage data from the past 90 days. Identify if they may be at risk of churning due to usage drops, reduced login frequency, or support interactions.

Review all available account data — Notes, Conversations, Tasks, health score — and tell me: what are the top three churn signals on this account, what's driving them, and what's the recommended next action?

Assess churn risk for this account and give me a detailed save plan with owners and timelines.

Give me a brief on any integration issues for this customer:

Write a churn analysis for this account and draft an exit interview email — one CTA, a 20-minute call, genuine tone, from [Name] as Manager of Account Management

What are the primary reasons this account decided not to renew? Pull from logged risks, churn fields, emails, and meeting transcripts.

Is there a realistic path to saving this account? Flag any open items, recent product updates, or unresolved commitments that could be relevant.

Review the call transcript and define the immediate next steps that I should take. Draft a follow-up email to the customer using the [Conversation Template Name] template. Then, create tasks for each next step defined and assign them to me. If there were any product requests discussed on the call, create them as [Product Request] objects.

Review the following draft for a follow-up email to a customer from this meeting. Tighten/revise my email as needed to align with the next steps discussed on the call.

Summarize the most recent call. Include: topics covered, decisions made, and action items with owners. Create a Note summarizing this information. Keep it under 200 words.

What should I know before my next meeting with this account? Summarize recent activity from the last 90 days — key conversations, meeting outcomes, open tasks, unresolved issues, and 3-5 talking points I should cover. Use this information to create a meeting agenda.

Please highlight any small talk we discussed with this customer (hobbies, interests, vacations, etc.). Pull any standout quotes from meetings in the past 6 months and provide ways to weave them into a conversation.

I have a call with a customer today to review our latest product updates so they can educate their team. Give me a quick summary of what this customer is using most in our product based on usage data, and if they have any open Feature Requests or bug tickets.

Summarize this account's product usage — seat utilization, feature engagement, health scores, sentiment, and highest priority product requests. What are the papercuts hurting adoption and preventing users from getting value?

Create a customer meeting deck brief for this account using all relevant context in Vitally. The output should be optimised for conversion into Google Slides. Use actual data points to reinforce the message you are trying to make.

Output in this exact structure: EXECUTIVE SUMMARY:[bullets] VALUE DELIVERED TODAY:[bullets] TOP OPPORTUNITIES TO UNLOCK MORE VALUE:[bullets] CURRENT BLOCKERS OR CHALLENGES:[bullets] KEY STAKEHOLDERS FOR THIS DISCUSSION:[bullets] PROPOSED NEXT STEPS:[bullets]”

I have an upcoming Quarterly Business Review (QBR) with this client. On the call will be [list the roles]. Here are the usage, support, and renewal dates. Identify five specific risks and five expansion hypotheses. Tie each to a stakeholder persona and suggest one slide idea per point.

Generate a list of three creative ideas to enhance our upcoming Quarterly Business Review (QBR) with this client. Please provide ideas that are engaging, reflect our innovative approach, and are likely to encourage a deeper discussion on strategy and future collaboration.

Summarize the top wins, risks, and product usage highlights for this customer ahead of our Quarterly Business Review (QBR). Use their latest health score, usage trends, and conversation/meeting history. Format as a bulleted prep doc for internal review.

Draft a re-engagement email based on the last 60 days of account context — prioritize brevity and make it personable.

The customer's spending trend suggests they won't hit their minimum contract value. Draft an email asking about their plans — make it sound human, not like an automated alert.

Create a renewal call prep checklist for this customer. Include contract terms, current usage, known risks, and upsell potential. Output as a bulleted checklist.

Review the Renewal Sentiment Survey results and 3 most recent NPS scores from this customer and identify talking points for our upcoming meeting.

Please find every direct business opportunity discussed with the customer in the past year for its own use (upsell, upgrade, additional seats, cross-sell, contract renewal, budget forecasts, or internal budget request). You have to rely solely on conversations, meeting transcripts, and notes.

Return a list of upsell opportunities for the customer. This should be a list of products or services that the customer has expressed interest in during our calls or emails. Highlight whether this customer has ever asked about adding seats or shared plans to scale their team.

Give me a full renewal readiness assessment — likelihood of renewal, top risks, expansion signals, key contacts and their sentiment, and recommended talking points.

Check how we forecast renewals in Vitally and tell me how likely this deal is to renew based on what factors — then tell me what I can do today to increase likelihood.

Build an upsell narrative for this account based on all the information available in Vitally. Identify the blockers to an upsell and what needs to be true before that conversation can happen.

Assess expansion readiness for this account — is it Ready, Not Ready, or Needs Nurturing? Include best expansion path, timing, and risks.

Map cross-sell and expansion opportunities for this account — include the customer problem each solves, trigger signals observed, stakeholders to engage, and a single concrete next step.

Please prepare a handover plan for a new CSM. Provide an account snapshot (who they are, products, outcomes, health), their top 3 priorities, any identified risks categorized by High/Medium/Low and their source, and a list of key stakeholders.

I'm going on PTO. Create a handover for this account — coverage risks, open requests, an if/then playbook, key contacts, escalation path, and a draft customer message

You are a Customer Success Operations Analyst. Analyze this account’s email and call transcripts, account data, product usage, and engagement patterns, and generate a CSM profile recommendation following this format:

You are writing a weekly internal account update for leadership visibility. Use only the data provided. Do not infer or reference anything outside of it. Ignore the custom object "Weekly Accounts Updates" and any notes associated.

Output: One concise paragraph, 3–5 sentences, under 80 words. Direct, factual tone.

Cover in this order:

If nothing meaningful happened, write: "No material changes this week. Next touchpoint: [date/type].