Vitally Support

It all starts with Hubs! Hubs are dedicated workspaces tailored specifically to the work you care about.

Hubs

Dashboards

Auto-organize your accounts into any number of segments, using any data points.

Segmentation (Segments)

Views help you and your team to easily revisit specific data points about your objects (Accounts, Users, Conversations, Custom Objects, etc)

Table Views

Kanban-style boards used to visualize data in a workflow structure

Board Views

Visualize objects with calendar views in Vitally's Customer 360s and Hubs.

Calendar View

Analyze the historical events sent by your users and accounts

Product Event History

Allows users to customize all information about their customers while surfacing the most critical and important information for each viewer.

Customer 360

Laura Bedoya

Ethan Patrick

Reporting & Segmentation

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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.

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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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.

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