Vitally Support

An overview of the out-of-the-box metrics Vitally provides for your Customers

Default Metrics

Vitally's health scores strike the perfect balance between simplicity & power 💪

Health scores

Success Metrics are custom KPIs defined using the data you feed into Vitally and calculated for each of your accounts.

Success Metrics

Elements help you understand how customers have configured your product, so you can ensure each implementation is setup for success.

Elements

Traits are pieces of information about a customer, like their plan, number of licenses, name, etc.

Traits

Build custom formulas on various objects.

Formula Traits

Laura Bedoya

Ethan Patrick

Health Scores & Metrics

A guide on troubleshooting a Formula trait displaying 0 rather than null.

Displaying 0 Instead of Null in Formula Traits in Vitally

Troubleshooting guides for commonly asked questions on Formula traits

Formula Traits Troubleshooting Guides

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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

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

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

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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.

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

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

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

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