Vitally Support

Follow this learning path to get started as a Vitally Admin

Getting Started with Vitally as an Admin

Follow this learning path to get started as a CSM in Vitally

Getting Started with Vitally as a CSM

Follow this learning path to get started as a CS leader in Vitally

Getting Started with Vitally as a CS Leader

First things first -- Let's get your data into Vitally!

Integrate Data Sources

Organizations, Accounts and Users are the core data within Vitally

Sync: Organizations, Accounts, Users

Sync: Revenue

Sync: Product Events

Sync: Conversations, Notes & Tasks

Sync NPS

Navigating Vitally with 'Quick Jump' and other Shortcuts

How to Navigate Vitally

Configure your organization and the data you are syncing to Vitally to see only what you need!

Configure Data

Build out how you will actively work with your customers

Engage with Customers

Tailor Vitally to your organization's processes and workflows!

Automate Your Process

Create a rich environment with cards and decks and contextualized customer Views such as table views, boards, dashboards, etc.

Visualize Your Data

A quick-reference glossary of all Vitally features and terms—helping you navigate, understand, and use the platform with ease.

Vitally Glossary

Ready-to-use templates powered by Customer Success experts

Blueprints

A quick guide on understanding how Vitally's hierarchy works.

Hierarchy at Vitally

Resources to help you learn how to configure and use Vitally to support your CS strategies.

Learning Vitally

Laura Bedoya

Ethan Patrick

Setting up Vitally for the first time? Follow this workflow to get started.

Getting Started

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Volume, creators and topics for your company.

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Customer Portal.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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.

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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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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.