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How to configure your data model, Memories, and prompts so AI Copilot and the MCP server give you better answers with less guesswork.

Optimizing Vitally for AI Copilot and MCP

Analyze sentiment, identify key concerns, assess customers for churn likelihood, and highlight growth opportunities.

AI Summaries

Your personal AI assistant to surface insights and improve productivity.

AI Copilot

Bring call recordings and transcripts into Vitally!

AI Meeting Recorder

Unlock advanced AI-powered features designed to help teams drive efficiency, improve insights, and enhance collaboration

Vitally AI+

Save persistent context once and let Vitally AI use it automatically — no re-explaining required.

AI Memories

A collection of prompt examples to use in AI Copilot

Vitally AI Copilot Prompt Library

How to connect an MCP-compatible AI tool to your Vitally workspace, what you can ask it to do, and how permissions work.

Vitally MCP Server

Laura Bedoya

Rachel Sheldon

Ethan Patrick

Vitally AI analyzes customer interactions to automatically surface insights that help your team be more productive.

Vitally AI

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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