Getting Started
Setting up Vitally for the first time? Follow this workflow to get started.
By Rachel and 2 others3 authors18 articles
Getting Started with Vitally as an AdminFollow this learning path to get started as a Vitally Admin
Getting Started with Vitally as a CSMFollow this learning path to get started as a CSM in Vitally
Getting Started with Vitally as a CS LeaderFollow this learning path to get started as a CS leader in Vitally
Integrate Data SourcesFirst things first -- Let's get your data into Vitally!
Sync: Organizations, Accounts, UsersOrganizations, Accounts and Users are the core data within Vitally
Sync: Revenue
Sync: Product Events
Sync: Conversations, Notes & Tasks
Sync NPS
How to Navigate VitallyNavigating Vitally with 'Quick Jump' and other Shortcuts
Configure DataConfigure your organization and the data you are syncing to Vitally to see only what you need!
Engage with CustomersBuild out how you will actively work with your customers
Automate Your ProcessTailor Vitally to your organization's processes and workflows!
Visualize Your DataCreate a rich environment with cards and decks and contextualized customer Views such as table views, boards, dashboards, etc.
Vitally GlossaryA quick-reference glossary of all Vitally features and terms—helping you navigate, understand, and use the platform with ease.
BlueprintsReady-to-use templates powered by Customer Success experts
Hierarchy at VitallyA quick guide on understanding how Vitally's hierarchy works.
Learning VitallyResources to help you learn how to configure and use Vitally to support your CS strategies.