You can now search within any Table, Board, or Calendar View to easily find an object by its name. Start typing in the search bar and Vitally surfaces matching records immediately — no filters or manual scrolling required.

Vitally admins can now add descriptions to these items:

Descriptions can be edited in Settings and appear as contextual tooltips wherever those objects are displayed in Vitally. This gives teams a built-in way to document definitions and gives end users more context without leaving Vitally.

These are also used to help Vitally’s AI features gain context on what these items are and how they should be used in analysis.

You now have more control over which Meetings you remove from Vitally. Now, when you delete a Meeting, you’ll have options to delete the single occurrence, this and all future occurrences, or all Meetings in the series.

When your prompt makes your intent clear, Copilot will now select a Conversation or Note Template (or start from scratch) on your behalf, skipping the manual selection step. You'll only see the template picker if your request is genuinely ambiguous.

Now, you can open a search result from the Global Search bar in a new tab while keeping the search popup open. Use on Mac: ⌘ + Click or on Windows: Ctrl +Click / Shift + Click. This allows you to open multiple results in new tabs without losing your search context.

When editing your profile picture in your My Profile Settings, you can select or drop an image file, making it easier to customize your profile in Vitally.

When you export a Playbook run from Vitally, we now include the account’s MRR and ARR in a separate column (plus the parent organization’s MRR and ARR when orgs are enabled). This makes it easier to measure the revenue impact of your automations.

Tasks exported to CSV now include a description column containing the Task’s description content, giving you more visibility into your data outside Vitally.

When exploring Users, you can now filter by their “Source” to easily see which integration or system created those Users in Vitally. This is especially useful for data cleanup and operational workflows involving Users created by integrations.

All open and past Vitally invoices are now accessible directly from account settings. Each invoice can be clicked to pay or download a receipt, and there's a bulk option to download all at once.

The REST API now supports multiple API keys. Each key has its own editable name, copyable secret and Basic Auth header, and individual actions to regenerate or revoke it independently — without affecting your other keys.

This means you can create separate keys for different use cases (for example, one per integration or environment), revoke individual keys without disrupting others, and meet security and compliance requirements more easily.

You can now disconnect Google Calendar or Gmail — and Outlook Calendar or Outlook Mail — separately from the Email + Calendar Settings page.

We’ve added BCC support across all messaging integrations, including Gmail, Outlook, and Zendesk. Now, if you’ve BCC’d a recipient on an email using one of these integrations, this information is captured in Vitally, ensuring complete visibility into your customer communications.

We now import Intercom bot messages even if they don’t receive a reply, as long as there is at least one human message in the thread, ensuring that your conversation history in Vitally accurately reflects the full context of your customer interactions.

The Vitally Slack integration now supports property-based filters for Accounts and Organizations, so you can have better control over the notifications you receive in Vitally, helping reduce noise and ensure the right teams see the right updates.

We've updated the setup flow for Stripe, Chargebee, and Recurly to give you more control over your revenue configuration. You can now choose whether to apply recommended defaults and revisit that decision later from the relevant settings page.

Salesforce import filters that use picklist fields now display available options directly in Vitally instead of requiring a freeform value. This ensures valid options are selected even when the underlying value differs from the display label, reducing configuration errors.

You can now edit the main description field body when creating or updating a Custom Object via the REST API. Vitally will automatically convert the HTML sent to the REST API into rich-text to preserve your desired formatting. To clear an existing description via the REST API, send "description": null. To leave it unchanged, omit the field entirely.