Stop recreating the same Tasks across your Projects and Playbooks, and start using Task Templates for all your most common to-do’s. Admins and Leaders can create reusable team-wide templates, while Team Members can build private templates for their own workflows.

Task Templates can include a pre-set assignee, status, due date, and custom property defaults. Templates are available anywhere you create a Task — Task Table Views, the 360 action bar, quick create, Docs, Meetings, Project Templates, and Playbooks. With this, we’ve also released the ability to clone a Task directly from the Task slideout.

Conversations with three or more messages now include a summary generated by AI Copilot at the top, so you can catch up on long email threads at a glance instead of scrolling through every message. This summary surfaces the key context, blockers, and next steps, so you can get up to speed in seconds.

AI Copilot can now assign Tasks to specific team members when you ask it to, so you can easily delegate work or collaborate with your team.

AI Copilot can now set both internal and external recipients on Conversation drafts, saving you a step when you're drafting outbound messages.

Vitally now displays banners that guide you to reconnect an integration when one needs attention. For user-level integrations like Google and Outlook, the banner appears for the affected user. For all other integrations, the banner appears for admins only, so the right person sees the message.

Formula Traits now support NPS Responses as an aggregation source. You can calculate the average score, response counts, or the latest rolled-up score, then surface those as Account and Organization traits for reporting, segmentation, and workflows.

Revenue properties (MRR, ARR, Renews At, and Last Renewed At) now include an info tooltip identifying the source each value is pulled from, so you can pinpoint which integration or user is setting your revenue numbers.

Admins can now update their team members’ names and emails directly in Settings, no support ticket required. This is useful for SSO domain migrations or fixing invalid emails that prevent a user from logging in.

You can now filter Table Views of Users by “Tracked Accounts” and “Tracked Organizations,” making it easy to identify which Users are associated with multiple Accounts/Orgs.

Vitally users with large Goal Template libraries can now search for the template they need by name instead of scrolling the full list in Settings.

Column headers for Playbooks, Segments, Custom Objects, and Collab Doc Templates now show a description icon when a description is set. Hover over it to read the full description without leaving the table.

For large email batches, Vitally now sends an initial subset and briefly pauses to process bounces before sending the rest, then auto-pauses if bounce rates are high. This protects your sending reputation and improves deliverability on high-volume campaigns.

Outlook users can now sync their meetings into Vitally with the native Outlook Calendar integration, so you can see every customer touchpoint in a single place and use AI Copilot to generate actionable takeaways and quick follow-ups.

Cut down alert fatigue by filtering Slack notifications by Account or Organization, so you only see the updates that matter to you. You can also add more object-specific filters (e.g. Task filters when a Task is created) to build precise notification rules instead of catch-alls.

Admins can now choose which Intercom company field Vitally uses as the customer external ID, including custom attributes. This gives you more control to avoid duplicates and match existing records.

HubSpot Lifecycle Stage options now surface directly within import filters, so the correct underlying values are stored automatically and your display and API values stay in sync.

Two new endpoint pairs for the REST API are now available: POST and DELETE to add or remove Account and Organization parent associations on a Custom Object Instance, and POST and DELETE to attach a Task to a Project (optionally on a named milestone) or remove it.