Vitally Support

How to avoid a Vitally Email Service sending suspension, and what to do if one happens

Vitally Email Service Best Practices

Document important notes and ongoings for your accounts

Notes

Vitally can be used as a powerful task management system for helping guide day-to-day priorities for your team.

Tasks

View and start conversations with your accounts directly within Vitally

Conversations

Manage your customer projects where you manage your customers.

Projects

A dedicated workspace to gather and share information.

Docs

Categories and Tags help you organize your activity items in Vitally, and give you some power alongside account views & playbook automations

Categories & Tags

Sync Google Calendar or Outlook Calendar events to Vitally as activity objects.

Meetings

This article walks you though filtering and reporting options for conversations that were started via automated Playbook actions.

How Can I Report on Conversations Started from Playbooks?

How does Vitally handle meeting associations, including participant adjustments and external integrations?

Send emails at scale using your own domain

Vitally Email Service

Laura Bedoya

Ethan Patrick

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Notes, Tasks, Conversations, Projects, and Docs.

Activity Items

Measure the effectiveness of OKRs and operational strategies on customer outcomes at scale.

Goals

Get started using Goals to track business outcomes

🎯 Goals Quickstart Guide

Users can not see some Doc templates when creating a doc.

Missing Doc Templates When Creating Docs in Vitally

Troubleshooting steps to tackle Doc errors

Docs Troubleshooting Guides

Troubleshooting steps to resolve your template error

I'm getting a Conversation Template Error

Troubleshooting steps to find out why your conversations display across the wrong accounts.

Conversations displaying on the wrong accounts

Troubleshooting steps to address why your conversation is failing to send

Manually created conversations fail to send

Emails sent through Vitally automatically copy additional team members due to a configured BCC address.

Automatic BCC Including Additional Recipients in Vitally Emails

Learn why emails might not sync to Vitally’s Active Conversations and how to resolve such issues.

There's missing email(s) in Vitally

Ashley

Troubleshooting steps to tackle common Conversation issues

Conversation Troubleshooting Guide

How can I troubleshoot and fix visibility issues with account notes in Vitally?

Note Troubleshooting Guides

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets 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.

{appName} in 60 seconds

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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