# Vitally Help Center

> Vitally Help Center

## Release Notes

- [August Release Notes](https://docs.vitally.io/en/articles/16602340-august-release-notes.md): Playbook Run Management, Save Prompts & Create Goals in Copilot, and more
- [July Release Notes](https://docs.vitally.io/en/articles/16099147-july-release-notes.md): Vitally MCP, Conditional Survey Questions, Copilot Improvements, and more
- [June Release Notes](https://docs.vitally.io/en/articles/15695179-june-release-notes.md): Task Templates, AI Conversation Summaries, and Outlook Calendar
- [May Release Notes](https://docs.vitally.io/en/articles/15261401-may-release-notes.md): Search in Views, Multiple API Keys, and More Object Descriptions
- [April Release Notes](https://docs.vitally.io/en/articles/14759259-april-release-notes.md): AI Copilot 2.0, AI Memories, and Saved Prompts
- [March Release Notes](https://docs.vitally.io/en/articles/14301456-march-release-notes.md): Cloning in Playbooks, Autosaved Drafts, and Bulk Email Users
- [February Release Notes](https://docs.vitally.io/en/articles/13833884-february-release-notes.md): Better Playbook Analytics, Meeting Reporting, and Improved Search
- [January Release Notes](https://docs.vitally.io/en/articles/13516057-january-release-notes.md): Improved AI Copilot, Shareable Meetings, Trait History and more
- [November Release Notes](https://docs.vitally.io/en/articles/13121188-november-release-notes.md): Fresh out of the oven, check out what's new in Vitally
- [October Release Notes](https://docs.vitally.io/en/articles/12832302-october-release-notes.md): Fresh out of the oven, check out what's new in Vitally
- [September Release Notes](https://docs.vitally.io/en/articles/12578766-september-release-notes.md): Fresh out of the oven, check out what's new in Vitally
- [August Release Notes](https://docs.vitally.io/en/articles/12302747-august-release-notes.md): Fresh out of the oven, check out what's new in Vitally
- [July Release Notes](https://docs.vitally.io/en/articles/12004367-july-release-notes.md): Fresh out of the oven, check out what's new in Vitally
- [June Release Notes](https://docs.vitally.io/en/articles/11817084-june-release-notes.md): Fresh out of the oven, check out what's new in Vitally
- [May Release Notes](https://docs.vitally.io/en/articles/11556889-may-release-notes.md): Fresh out of the oven, check out what's new in Vitally
- [April Release Notes](https://docs.vitally.io/en/articles/11379354-april-release-notes.md): Fresh out of the oven, check out what's new in Vitally
- [March Release Notes](https://docs.vitally.io/en/articles/11083412-march-release-notes.md): Fresh out of the oven, check out what's new in Vitally
- [February 2025 Releases](https://docs.vitally.io/en/articles/10806248-february-2025-releases.md): Fresh out of the oven, check out what's new in Vitally
- [January 2025 Releases](https://docs.vitally.io/en/articles/10502816-january-2025-releases.md): Fresh out of the oven, check out what's new in Vitally
- [November 2024 Releases](https://docs.vitally.io/en/articles/10176627-november-2024-releases.md): Fresh out the oven, check out what's new in Vitally
- [October 2024 Releases](https://docs.vitally.io/en/articles/10055262-october-2024-releases.md): Fresh out of the oven, check out what's new in Vitally
- [September 2024 Releases](https://docs.vitally.io/en/articles/9985407-september-2024-releases.md): Fresh out the oven, check out what's new in Vitally
- [August 2024 Releases](https://docs.vitally.io/en/articles/10007541-august-2024-releases.md): Fresh out the oven, check out what's new in Vitally
- [July 2024 Releases](https://docs.vitally.io/en/articles/9776954-july-2024-releases.md): Fresh out the oven, check out what's new in Vitally
- [June 2024 Releases](https://docs.vitally.io/en/articles/9778167-june-2024-releases.md): Fresh out the oven, check out what's new in Vitally
- [May 2024 Releases](https://docs.vitally.io/en/articles/9778178-may-2024-releases.md): Fresh out the oven, check out what's new in Vitally
- [April 2024 Releases](https://docs.vitally.io/en/articles/9778188-april-2024-releases.md): Fresh out the oven, check out what's new in Vitally
- [March 2024 Releases](https://docs.vitally.io/en/articles/9778283-march-2024-releases.md): Fresh out the oven, check out what's new in Vitally
- [February 2024 Releases](https://docs.vitally.io/en/articles/9778297-february-2024-releases.md): Fresh out the oven, check out what's new in Vitally
- [January 2024 Releases](https://docs.vitally.io/en/articles/9778332-january-2024-releases.md): Fresh out the oven, check out what's new in Vitally
- [December 2023 Releases](https://docs.vitally.io/en/articles/9778356-december-2023-releases.md): Fresh out the oven, check out what's new in Vitally
- [November 2023 Releases](https://docs.vitally.io/en/articles/9778369-november-2023-releases.md): Fresh out the oven, check out what's new in Vitally
- [October 2023 Releases](https://docs.vitally.io/en/articles/9778386-october-2023-releases.md): Fresh out the oven, check out what's new in Vitally
- [September 2023 Releases](https://docs.vitally.io/en/articles/9778523-september-2023-releases.md): Fresh out the oven, check out what's new in Vitally
- [August 2023 Releases](https://docs.vitally.io/en/articles/9778548-august-2023-releases.md): Fresh out the oven, check out what's new in Vitally
- [July 2023 Releases](https://docs.vitally.io/en/articles/9778554-july-2023-releases.md): Fresh out the oven, check out what's new in Vitally
- [June 2023 Releases](https://docs.vitally.io/en/articles/9778616-june-2023-releases.md): Fresh out the oven, check out what's new in Vitally
- [May 2023 Releases](https://docs.vitally.io/en/articles/9778619-may-2023-releases.md): Fresh out the oven, check out what's new in Vitally
- [April 2023 Releases](https://docs.vitally.io/en/articles/9778625-april-2023-releases.md): Fresh out the oven, check out what's new in Vitally
- [March 2023 releases](https://docs.vitally.io/en/articles/9778646-march-2023-releases.md): Fresh out the oven, check out what's new in Vitally
- [February 2023 Releases](https://docs.vitally.io/en/articles/9778659-february-2023-releases.md)
- [January 2023 Releases](https://docs.vitally.io/en/articles/9778670-january-2023-releases.md): Fresh out the oven, check out what's new in Vitally

## Use Case Library

- [🏄‍♂️ Building Your Onboarding Process](https://docs.vitally.io/en/articles/9784420-building-your-onboarding-process.md): Operationalize your approach to handling new customer onboarding
- [🚀 Building Your Adoption Process](https://docs.vitally.io/en/articles/9784437-building-your-adoption-process.md): Operationalize your approach to adoption, rollout & change management
- [💸 Building Your Renewal & Forecasting Process](https://docs.vitally.io/en/articles/9784452-building-your-renewal-forecasting-process.md): Understand how to optimize your Account Management motion out of Vitally
- [❤️ Health Framework](https://docs.vitally.io/en/articles/9794141-health-framework.md): Build an accurate and actionable health score
- [🤝 Managing Stakeholder Change](https://docs.vitally.io/en/articles/9794739-managing-stakeholder-change.md): Operationalize a proactive approach to engaging key personas
- [🚨 Manage Customer Escalations](https://docs.vitally.io/en/articles/9798749-manage-customer-escalations.md): Effectively manage, prioritize, and extinguish escalations
- [🫀Tracking CSM Pulse](https://docs.vitally.io/en/articles/9798752-tracking-csm-pulse.md): A better way to track subjective sentiment
- [🏠 Building a Hub for CSM Productivity](https://docs.vitally.io/en/articles/9798757-building-a-hub-for-csm-productivity.md): How to structure the home base for your CSMs to maximize impact
- [⭐ Role-based Hubs](https://docs.vitally.io/en/articles/9798766-role-based-hubs.md): Inspiration for personal and shared CSM & AM Hubs
- [📈 Dashboards 101 & 201](https://docs.vitally.io/en/articles/9798772-dashboards-101-201.md): How to get value out of dashboards in less than 10 minutes
- [🤖 Goals: Operational Use Cases](https://docs.vitally.io/en/articles/9798791-goals-operational-use-cases.md): Get started using Goals to track business outcomes
- [🏄 Onboarding Goals to Track TTV](https://docs.vitally.io/en/articles/9798778-onboarding-goals-to-track-ttv.md): Here are a few ways you can leverage goals to ensure your onboarding operation is driving the desired outcome.
- [🚀 Adoption Goals to Track Usage](https://docs.vitally.io/en/articles/9798780-adoption-goals-to-track-usage.md): Here are a few ways you can leverage goals to ensure your adoption operation is driving the desired outcome.
- [💸 Growth Goals to Mitigate Risk & Realize Opportunities](https://docs.vitally.io/en/articles/9798788-growth-goals-to-mitigate-risk-realize-opportunities.md): Here are a few ways you can leverage goals to ensure your risk & opportunity operation is driving business impact.

## Getting Started

- [Getting Started with Vitally as an Admin](https://docs.vitally.io/en/articles/11048953-getting-started-with-vitally-as-an-admin.md): Follow this learning path to get started as a Vitally Admin
- [Getting Started with Vitally as a CSM](https://docs.vitally.io/en/articles/11049013-getting-started-with-vitally-as-a-csm.md): Follow this learning path to get started as a CSM in Vitally
- [Getting Started with Vitally as a CS Leader](https://docs.vitally.io/en/articles/11049028-getting-started-with-vitally-as-a-cs-leader.md): Follow this learning path to get started as a CS leader in Vitally
- [Integrate Data Sources](https://docs.vitally.io/en/articles/9812231-integrate-data-sources.md): First things first -- Let's get your data into Vitally!
- [Sync: Organizations, Accounts, Users](https://docs.vitally.io/en/articles/9812234-sync-organizations-accounts-users.md): Organizations, Accounts and Users are the core data within Vitally
- [Sync: Revenue](https://docs.vitally.io/en/articles/9812239-sync-revenue.md)
- [Sync: Product Events](https://docs.vitally.io/en/articles/9812242-sync-product-events.md)
- [Sync: Conversations, Notes & Tasks](https://docs.vitally.io/en/articles/9818242-sync-conversations-notes-tasks.md)
- [Sync NPS](https://docs.vitally.io/en/articles/9818247-sync-nps.md)
- [How to Navigate Vitally](https://docs.vitally.io/en/articles/9812194-how-to-navigate-vitally.md): Navigating Vitally with 'Quick Jump' and other Shortcuts
- [Configure Data](https://docs.vitally.io/en/articles/9818249-configure-data.md): Configure your organization and the data you are syncing to Vitally to see only what you need!
- [Engage with Customers](https://docs.vitally.io/en/articles/9818276-engage-with-customers.md): Build out how you will actively work with your customers
- [Automate Your Process](https://docs.vitally.io/en/articles/9818467-automate-your-process.md): Tailor Vitally to your organization's processes and workflows!
- [Visualize Your Data](https://docs.vitally.io/en/articles/9821885-visualize-your-data.md): Create a rich environment with cards and decks and contextualized customer Views such as table views, boards, dashboards, etc.
- [Vitally Glossary](https://docs.vitally.io/en/articles/11564998-vitally-glossary.md): A quick-reference glossary of all Vitally features and terms—helping you navigate, understand, and use the platform with ease.
- [Blueprints](https://docs.vitally.io/en/articles/12610210-blueprints.md): Ready-to-use templates powered by Customer Success experts
- [Hierarchy at Vitally](https://docs.vitally.io/en/articles/12805086-hierarchy-at-vitally.md): A quick guide on understanding how Vitally's hierarchy works.
- [Learning Vitally](https://docs.vitally.io/en/articles/14054169-learning-vitally.md): Resources to help you learn how to configure and use Vitally to support your CS strategies.

## Integrations

- [Integrations Overview](https://docs.vitally.io/en/articles/9822162-integrations-overview.md)
- [The significance of 'external ID'](https://docs.vitally.io/en/articles/9822155-the-significance-of-external-id.md): Accurately tie customer data from one tool with another.
- [Product Events in Vitally: Timestamped Events vs. Aggregate Traits](https://docs.vitally.io/en/articles/14294879-product-events-in-vitally-timestamped-events-vs-aggregate-traits.md): Understand how customers use your product and turn that insight into smarter CS strategies
- [Segment](https://docs.vitally.io/en/articles/9825898-segment.md): Sync your Segment groups, users, and product events to Vitally in real time with our Segment integration
- [Outlook Calendar \(Meetings\)](https://docs.vitally.io/en/articles/15434363-outlook-calendar-meetings.md): Sync Outlook Calendar events to Vitally as an activity object.
- [Mixpanel](https://docs.vitally.io/en/articles/9831566-mixpanel.md): Sync your Mixpanel users and tracks to Vitally with our Mixpanel integration
- [Salesforce](https://docs.vitally.io/en/articles/9831595-salesforce.md): Sync your Salesforce accounts, contacts, notes, tasks, and custom objects to Vitally in real time with our Salesforce integration
- [Amplitude](https://docs.vitally.io/en/articles/9831582-amplitude.md): Sync your Amplitude users and tracks to Vitally with our Amplitude integration
- [Stripe](https://docs.vitally.io/en/articles/9840858-stripe.md): Sync your Stripe customers and their revenue data to Vitally in real time with our Stripe integration
- [HubSpot](https://docs.vitally.io/en/articles/9831811-hubspot.md): Import & Sync your HubSpot Organizations, Accounts, Contacts into Vitally with our HubSpot integration
- [CSV Upload](https://docs.vitally.io/en/articles/9880878-csv-upload.md): Import Organization, Account, User, and NPS data via CSV Upload
- [Chargebee](https://docs.vitally.io/en/articles/9840874-chargebee.md): Sync your Chargebee customers and their revenue data to Vitally in real time with our Chargebee integration
- [Jira](https://docs.vitally.io/en/articles/9847070-jira.md): Bi-directionally sync your Jira Issues as Custom Objects to seamlessly manage and track issues between Vitally and Jira.
- [Zendesk](https://docs.vitally.io/en/articles/9847077-zendesk.md): Sync your Zendesk organizations, end users, and tickets to Vitally with our Zendesk integration
- [Intercom \(Fin\)](https://docs.vitally.io/en/articles/9847084-intercom-fin.md): Sync your Intercom companies, users, conversations, and product events to Vitally in real time with our Intercom integration
- [Gmail](https://docs.vitally.io/en/articles/9847095-gmail.md): Sync your customer conversations to Vitally in near real-time, and also start conversations from Vitally, with our Gmail integration
- [Recurly](https://docs.vitally.io/en/articles/9847055-recurly.md): Sync your Recurly customers and their revenue data to Vitally in real time with our Recurly integration
- [Sendgrid](https://docs.vitally.io/en/articles/9847101-sendgrid.md): Send bulk emails to your users in Vitally with Sendgrid without preset limitations of your email client.
- [Clearbit](https://docs.vitally.io/en/articles/9847103-clearbit.md): Enrich your Vitally account profiles with dozens of extra traits provided by Clearbit
- [Looker](https://docs.vitally.io/en/articles/9847104-looker.md): Embed Looker dashboards and graphs in a Vitally dashboard.
- [S3](https://docs.vitally.io/en/articles/9847107-s3.md): Connect Vitally to S3 to sync account and user data from CSV files in an S3 bucket.
- [Outlook](https://docs.vitally.io/en/articles/9847098-outlook.md): Sync your customer conversations to Vitally in near real-time and also start conversations from Vitally, with our Outlook integration
- [Rudderstack](https://docs.vitally.io/en/articles/9847122-rudderstack.md): Sync your Rudderstack groups, users, and product events to Vitally in real time with our Rudderstack integration.
- [Google Calendar \(Meetings\)](https://docs.vitally.io/en/articles/9971467-google-calendar-meetings.md): Sync Google Calendar events to Vitally as an activity object.
- [Gong](https://docs.vitally.io/en/articles/9971509-gong.md): Sync call recordings, call briefs, and suggested next steps directly into Vitally.
- [Pendo](https://docs.vitally.io/en/articles/9847117-pendo.md): Instructions for syncing data into Vitally via Pendo
- [PostgreSQL](https://docs.vitally.io/en/articles/9847301-postgresql.md): Instructions for syncing data into Vitally via PostgreSQL
- [Redshift](https://docs.vitally.io/en/articles/9847303-redshift.md): Instructions for setting up Redshift for synchronization of data into Vitally
- [BigQuery](https://docs.vitally.io/en/articles/9847306-bigquery.md): Instructions for syncing data into Vitally via Google BigQuery
- [Snowflake](https://docs.vitally.io/en/articles/9847309-snowflake.md): Instructions for syncing data into Vitally via Snowflake
- [MySQL](https://docs.vitally.io/en/articles/9874098-mysql.md): Instructions for syncing data into Vitally via MySQL
- [Enabling Sync](https://docs.vitally.io/en/articles/9874122-enabling-sync.md): Configuring how often to import data from your warehouse
- [Syncing Accounts & Organizations](https://docs.vitally.io/en/articles/9874104-syncing-accounts-organizations.md): Configuring which data to import from your warehouse
- [Syncing Users](https://docs.vitally.io/en/articles/9874109-syncing-users.md)
- [Syncing Custom Objects](https://docs.vitally.io/en/articles/9874114-syncing-custom-objects.md): Sync Custom Object types into Vitally from your PostgreSQL, BigQuery, or Snowflake warehouse tables
- [Syncing NPS Responses](https://docs.vitally.io/en/articles/9874117-syncing-nps-responses.md)
- [Syncing Events](https://docs.vitally.io/en/articles/9874118-syncing-events.md)
- [Vitally's Javascript SDK \(Vitally.js\)](https://docs.vitally.io/en/articles/9874128-vitally-s-javascript-sdk-vitally-js.md): Vitally.js is a small Javascript library that allows you to directly send us data about your users and their product usage.
- [Vitally's HTTPS Analytics API Authentication](https://docs.vitally.io/en/articles/9874131-vitally-s-https-analytics-api-authentication.md): Learn how to authenticate with the Vitally Analytics API
- [Vitally's HTTPS Analytics API - Organization](https://docs.vitally.io/en/articles/9874134-vitally-s-https-analytics-api-organization.md)
- [Vitally's HTTPS Analytics API - Account](https://docs.vitally.io/en/articles/9874144-vitally-s-https-analytics-api-account.md): Create/update your Accounts in Vitally using the /account API endpoint
- [Vitally's HTTPS Analytics API - User](https://docs.vitally.io/en/articles/9874145-vitally-s-https-analytics-api-user.md): Create/update your Users in Vitally using the /user API endpoint
- [Vitally's HTTPS Analytics API - Track](https://docs.vitally.io/en/articles/9874149-vitally-s-https-analytics-api-track.md): Track your account or users' product activity with the /track endpoint
- [Vitally's HTTPS Analytics API - Batch](https://docs.vitally.io/en/articles/9874151-vitally-s-https-analytics-api-batch.md): Analytics API - Batch
- [Vitally's HTTPS Analytics API - Unlink](https://docs.vitally.io/en/articles/9874157-vitally-s-https-analytics-api-unlink.md): Unlink a user from an account using the /unlink API endpoint
- [Vitally's HTTPS Analytics API Best Practices](https://docs.vitally.io/en/articles/9874165-vitally-s-https-analytics-api-best-practices.md): Some recommended best practices to follow when sending Vitally your customer data.
- [Vitally's HTTPS Analytics API - Custom Object Instances](https://docs.vitally.io/en/articles/14117172-vitally-s-https-analytics-api-custom-object-instances.md): Create or update your Custom Object Instances in Vitally using the /customobjectinstance API endpoint
- [REST API Overview](https://docs.vitally.io/en/articles/9880649-rest-api-overview.md)
- [REST API: Organizations](https://docs.vitally.io/en/articles/9880652-rest-api-organizations.md)
- [REST API: Accounts](https://docs.vitally.io/en/articles/9880654-rest-api-accounts.md)
- [REST API: Users](https://docs.vitally.io/en/articles/9880661-rest-api-users.md)
- [REST API: Admins](https://docs.vitally.io/en/articles/9880663-rest-api-admins.md)
- [REST API: Meetings](https://docs.vitally.io/en/articles/14501660-rest-api-meetings.md)
- [REST API: Conversations](https://docs.vitally.io/en/articles/9880665-rest-api-conversations.md)
- [REST API: Messages](https://docs.vitally.io/en/articles/9880671-rest-api-messages.md)
- [REST API: Notes](https://docs.vitally.io/en/articles/9880672-rest-api-notes.md)
- [REST API: Projects](https://docs.vitally.io/en/articles/9880676-rest-api-projects.md)
- [REST API: Tasks](https://docs.vitally.io/en/articles/9880855-rest-api-tasks.md)
- [REST API: NPS Responses](https://docs.vitally.io/en/articles/9880861-rest-api-nps-responses.md)
- [REST API: Custom Traits](https://docs.vitally.io/en/articles/9880864-rest-api-custom-traits.md)
- [REST API: Project Templates](https://docs.vitally.io/en/articles/9880869-rest-api-project-templates.md)
- [REST API: Custom Objects](https://docs.vitally.io/en/articles/9880872-rest-api-custom-objects.md)
- [REST API: Custom Surveys](https://docs.vitally.io/en/articles/10287375-rest-api-custom-surveys.md)
- [REST API: Bulk POST Requests through Postman](https://docs.vitally.io/en/articles/13146095-rest-api-bulk-post-requests-through-postman.md): This documentation will guide you through the process of creating new Custom Objects in bulk.
- [REST API: Bulk PUT Requests through Postman](https://docs.vitally.io/en/articles/13172502-rest-api-bulk-put-requests-through-postman.md): This documentation will guide you through the process of updating Notes in bulk.
- [REST API: Bulk DELETE Requests through Postman](https://docs.vitally.io/en/articles/13172803-rest-api-bulk-delete-requests-through-postman.md): This documentation will guide you through the process of deleting Custom Object instances in bulk.
- [How Data-Out Integrations Work](https://docs.vitally.io/en/articles/9890197-how-data-out-integrations-work.md): Access Vitally's unique customer insights in your other tools with our data-out integrations
- [Data Out: Segment](https://docs.vitally.io/en/articles/9890203-data-out-segment.md): Learn how to configure Vitally to send data back to Segment for distribution to your other destinations.
- [Data Out: Salesforce](https://docs.vitally.io/en/articles/9890207-data-out-salesforce.md): Vitally can push its unique customer insights back to your Salesforce records, as well as notes and tasks created in Vitally
- [Data Out: Intercom](https://docs.vitally.io/en/articles/9890209-data-out-intercom.md): Learn how to configure Vitally to send its unique customer insights back to your Intercom companies
- [Data Out: Hubspot](https://docs.vitally.io/en/articles/9890212-data-out-hubspot.md): Vitally can push its unique customer insights back to your Hubspot companies.
- [Data Out: REST API](https://docs.vitally.io/en/articles/9890214-data-out-rest-api.md)
- [CSV Export](https://docs.vitally.io/en/articles/9890217-csv-export.md): Your data is yours, so you can always export this data at any time!
- [Not Receiving CSV Export](https://docs.vitally.io/en/articles/10375273-not-receiving-csv-export.md): A guide on why you may not be receiving a CSV export
- [Slack](https://docs.vitally.io/en/articles/9890222-slack.md): Learn to use the Slack integration to align your entire organization around customer information and keep your team focused on what matters.
- [Zapier](https://docs.vitally.io/en/articles/9890239-zapier.md): Integrate Vitally with over 1,000 apps using our Zapier integration
- [Mailgun](https://docs.vitally.io/en/articles/9890248-mailgun.md): Send bulk emails to your users in Vitally with Mailgun without preset limitations of your email client.
- [User is associated with parent Account in HubSpot but is not associated in Vitally](https://docs.vitally.io/en/articles/9982185-user-is-associated-with-parent-account-in-hubspot-but-is-not-associated-in-vitally.md): Troubleshooting steps to address why some User to Account associations from HubSpot do not sync to Vitally
- [Account is associated with Organization in HubSpot but is not associated in Vitally](https://docs.vitally.io/en/articles/9982204-account-is-associated-with-organization-in-hubspot-but-is-not-associated-in-vitally.md): Troubleshooting steps for when an Account and its corresponding Organization are not linked in Vitally though they are associated in HubSpot
- [Account, Organization, or User exists in Salesforce but is not being created in Vitally](https://docs.vitally.io/en/articles/9982239-account-organization-or-user-exists-in-salesforce-but-is-not-being-created-in-vitally.md): Troubleshooting steps for when an Account, Organization, or User exists in Salesforce but is not being created in Vitally
- ["Analytics Not Initialized" error when editing Segment traits in Vitally](https://docs.vitally.io/en/articles/10175529-analytics-not-initialized-error-when-editing-segment-traits-in-vitally.md)
- [New Salesforce Field Doesn't Appear on the Vitally Integration Page](https://docs.vitally.io/en/articles/10226966-new-salesforce-field-doesn-t-appear-on-the-vitally-integration-page.md): Newly created Salesforce fields \(traits\) may not appear immediately on Vitally's Salesforce Integration page.
- [Resyncing Traits \(properties\) in Vitally](https://docs.vitally.io/en/articles/10753756-resyncing-traits-properties-in-vitally.md): Manually resync Customer traits with Salesforce or HubSpot to update or push data instantly.
- [Data Warehouse Event Sync Issues in Vitally](https://docs.vitally.io/en/articles/10741604-data-warehouse-event-sync-issues-in-vitally.md): Issues with syncing event data from Snowflake to Vitally due to timestamp filtering, missing required fields, or duplicate account ID columns.
- [How can I handle errors and configure the HubSpot Integration in Vitally?](https://docs.vitally.io/en/articles/11842854-how-can-i-handle-errors-and-configure-the-hubspot-integration-in-vitally.md)
- [What are the common troubleshooting steps for resolving issues with Vitally's trait updates and integrations?](https://docs.vitally.io/en/articles/11833316-what-are-the-common-troubleshooting-steps-for-resolving-issues-with-vitally-s-trait-updates-and-integrations.md)

## Customer Lifecycle

- [Custom Objects](https://docs.vitally.io/en/articles/9901263-custom-objects.md): Custom objects allow you to store additional data in a scalable manner and link that to an account and organization.
- [Lifecycle Tracking Overview](https://docs.vitally.io/en/articles/9890272-lifecycle-tracking-overview.md): Track where users are in their journey—trial, paying, churned, or inactive \(e.g., lost access or test accounts\).
- [Categorizing Subscribed Customers](https://docs.vitally.io/en/articles/9890463-categorizing-subscribed-customers.md): Auto-categorize your paying customers and track their recurring revenue, renewal date, and more
- [Currencies supported](https://docs.vitally.io/en/articles/9890469-currencies-supported.md): Vitally can automatically convert your revenue across 65+ currencies for accurate revenue reporting
- [Categorizing Trials](https://docs.vitally.io/en/articles/9890476-categorizing-trials.md): Auto-categorize your trials and track when their trial ends with your product
- [Categorizing Churn](https://docs.vitally.io/en/articles/9901057-categorizing-churn.md): Churned Accounts/Organizations are ones that had access to your product but have canceled their subscription or failed to convert a trial.
- [Viewing Churned Data](https://docs.vitally.io/en/articles/9901061-viewing-churned-data.md): Viewing churned data with a simple toggle in all your Table Views
- [Categorizing Ignored Accounts](https://docs.vitally.io/en/articles/9901064-categorizing-ignored-accounts.md): Track rules help you control your cost \(or noise\) in Vitally by auto-ignoring specific accounts
- [Deactivated Users \(User Churn\)](https://docs.vitally.io/en/articles/9901068-deactivated-users-user-churn.md): Auto-identify users that have an active login to your product vs those that have a deactivated one \(and can no longer access your product\).
- [Using Vitally's 'Organization' Object](https://docs.vitally.io/en/articles/9901074-using-vitally-s-organization-object.md): The Organization object helps teams create a hierarchy within their customers. It is above the Account in Vitally and can own many Accounts.
- [Best Practices for Transitioning to the Org-Account Structure in Vitally](https://docs.vitally.io/en/articles/11186563-best-practices-for-transitioning-to-the-org-account-structure-in-vitally.md): This guide outlines the key steps and considerations when moving from an account-only structure to Vitally’s organization-account hierarchy
- [Organization Object: Supported Integrations & Creating Hierarchy](https://docs.vitally.io/en/articles/9901079-organization-object-supported-integrations-creating-hierarchy.md)
- [Organization Object: Configuring and Working with Orgs](https://docs.vitally.io/en/articles/9901257-organization-object-configuring-and-working-with-orgs.md)
- [Organization Object: How to 'Move' an Account to the Organization Level](https://docs.vitally.io/en/articles/9901258-organization-object-how-to-move-an-account-to-the-organization-level.md)
- [Configuring Hierarchy Labels](https://docs.vitally.io/en/articles/9901259-configuring-hierarchy-labels.md): You can rename Organizations and Accounts, calling them anything you like. Let's see how!
- [Accounts are unexpectedly Churned when they should be Subscribed](https://docs.vitally.io/en/articles/10375362-accounts-are-unexpectedly-churned-when-they-should-be-subscribed.md): Learn how to investigate and resolve issues where subscribed accounts are incorrectly marked as churned in Vitally.

## Health Scores & Metrics

- [Default Metrics](https://docs.vitally.io/en/articles/9901274-default-metrics.md): An overview of the out-of-the-box metrics Vitally provides for your Customers
- [Health scores](https://docs.vitally.io/en/articles/9901284-health-scores.md): Vitally's health scores strike the perfect balance between simplicity & power 💪
- [Success Metrics](https://docs.vitally.io/en/articles/9907816-success-metrics.md): Success Metrics are custom KPIs defined using the data you feed into Vitally and calculated for each of your accounts.
- [Elements](https://docs.vitally.io/en/articles/9913994-elements.md): Elements help you understand how customers have configured your product, so you can ensure each implementation is setup for success.
- [Traits](https://docs.vitally.io/en/articles/9913997-traits.md): Traits are pieces of information about a customer, like their plan, number of licenses, name, etc.
- [Formula Traits](https://docs.vitally.io/en/articles/9976608-formula-traits.md): Build custom formulas on various objects.
- [Displaying 0 Instead of Null in Formula Traits in Vitally](https://docs.vitally.io/en/articles/10167282-displaying-0-instead-of-null-in-formula-traits-in-vitally.md): A guide on troubleshooting a Formula trait displaying 0 rather than null.

## Reporting & Segmentation

- [Hubs](https://docs.vitally.io/en/articles/9822090-hubs.md): It all starts with Hubs! Hubs are dedicated workspaces tailored specifically to the work you care about.
- [Dashboards](https://docs.vitally.io/en/articles/9914004-dashboards.md)
- [Segmentation \(Segments\)](https://docs.vitally.io/en/articles/9914219-segmentation-segments.md): Auto-organize your accounts into any number of segments, using any data points.
- [Table Views](https://docs.vitally.io/en/articles/9914244-table-views.md): Views help you and your team to easily revisit specific data points about your objects \(Accounts, Users, Conversations, Custom Objects, etc\)
- [Board Views](https://docs.vitally.io/en/articles/9914252-board-views.md): Kanban-style boards used to visualize data in a workflow structure
- [Calendar View](https://docs.vitally.io/en/articles/10478762-calendar-view.md): Visualize objects with calendar views in Vitally's Customer 360s and Hubs.
- [Product Event History](https://docs.vitally.io/en/articles/9914261-product-event-history.md): Analyze the historical events sent by your users and accounts
- [Customer 360](https://docs.vitally.io/en/articles/9967873-customer-360.md): Allows users to customize all information about their customers while surfacing the most critical and important information for each viewer.

## Automated Playbooks & Alerts

- [Viewing Related Objects in Slide-outs](https://docs.vitally.io/en/articles/16202805-viewing-related-objects-in-slide-outs.md): See and navigate between objects that are connected through Playbook or AI Copilot automation, using the Related tab in activity and custom object slide-outs.
- [Automated Playbooks](https://docs.vitally.io/en/articles/9918977-automated-playbooks.md): Playbook automation help you automate internal customer management, fire alerts for in-need accounts, and engage customers.
- [Creating Opportunity & Risk Indicators](https://docs.vitally.io/en/articles/9919032-creating-opportunity-risk-indicators.md): Automated alerts that detect significant opportunity or risk states customers may transition in to during their lifetime with your product.
- [Automated Playbook Use Cases, Tips, & Tricks](https://docs.vitally.io/en/articles/10087796-automated-playbook-use-cases-tips-tricks.md): Find common playbook use cases, tips, and tricks!
- [Triggering Intercom Campaigns & Pre-saved Emails from Vitally](https://docs.vitally.io/en/articles/9847090-triggering-intercom-campaigns-pre-saved-emails-from-vitally.md)
- [Segment was not removed after exiting a Playbook](https://docs.vitally.io/en/articles/10389625-segment-was-not-removed-after-exiting-a-playbook.md): An object is no longer enrolled in a Playbook, but the Segment was not automatically removed
- [Playbook Conversation has the wrong sender information](https://docs.vitally.io/en/articles/10389645-playbook-conversation-has-the-wrong-sender-information.md): A conversation sent by a Playbook has the wrong sender's email and signature
- [Conversation did not get sent from a Playbook](https://docs.vitally.io/en/articles/9985952-conversation-did-not-get-sent-from-a-playbook.md): Find steps to troubleshoot why a conversation from a Playbook has not or is not sending.
- [Using Playbooks to Follow Up on Conversations \(drip campaigns\)](https://docs.vitally.io/en/articles/10227636-using-playbooks-to-follow-up-on-conversations-drip-campaigns.md): Learn how to configure the behavior of playbook delays, ensuring follow-up messages are sent as intended.
- [How to Track Accounts \(Orgs or Users\) Entering and Exiting a Segment](https://docs.vitally.io/en/articles/10167506-how-to-track-accounts-orgs-or-users-entering-and-exiting-a-segment.md): A guide on how to track when a Segment is applied or removed from an Account, Organization, or User.

## Activity Items

- [Vitally Email Service Best Practices](https://docs.vitally.io/en/articles/16597354-vitally-email-service-best-practices.md): How to avoid a Vitally Email Service sending suspension, and what to do if one happens
- [Notes](https://docs.vitally.io/en/articles/9919048-notes.md): Document important notes and ongoings for your accounts
- [Tasks](https://docs.vitally.io/en/articles/9919241-tasks.md): Vitally can be used as a powerful task management system for helping guide day-to-day priorities for your team.
- [Conversations](https://docs.vitally.io/en/articles/9919275-conversations.md): View and start conversations with your accounts directly within Vitally
- [Projects](https://docs.vitally.io/en/articles/9922942-projects.md): Manage your customer projects where you manage your customers.
- [Docs](https://docs.vitally.io/en/articles/9922959-docs.md): A dedicated workspace to gather and share information.
- [Categories & Tags](https://docs.vitally.io/en/articles/9924217-categories-tags.md): Categories and Tags help you organize your activity items in Vitally, and give you some power alongside account views & playbook automations
- [Meetings](https://docs.vitally.io/en/articles/10006959-meetings.md): Sync Google Calendar or Outlook Calendar events to Vitally as activity objects.
- [How Can I Report on Conversations Started from Playbooks?](https://docs.vitally.io/en/articles/11833006-how-can-i-report-on-conversations-started-from-playbooks.md): This article walks you though filtering and reporting options for conversations that were started via automated Playbook actions.
- [How does Vitally handle meeting associations, including participant adjustments and external integrations?](https://docs.vitally.io/en/articles/11842915-how-does-vitally-handle-meeting-associations-including-participant-adjustments-and-external-integrations.md)
- [Vitally Email Service](https://docs.vitally.io/en/articles/12020635-vitally-email-service.md): Send emails at scale using your own domain
- [Goals](https://docs.vitally.io/en/articles/9928863-goals.md): Measure the effectiveness of OKRs and operational strategies on customer outcomes at scale.
- [🎯 Goals Quickstart Guide](https://docs.vitally.io/en/articles/9928860-goals-quickstart-guide.md): Get started using Goals to track business outcomes
- [Missing Doc Templates When Creating Docs in Vitally](https://docs.vitally.io/en/articles/10223704-missing-doc-templates-when-creating-docs-in-vitally.md): Users can not see some Doc templates when creating a doc.
- [I'm getting a Conversation Template Error](https://docs.vitally.io/en/articles/9979580-i-m-getting-a-conversation-template-error.md): Troubleshooting steps to resolve your template error
- [Conversations displaying on the wrong accounts](https://docs.vitally.io/en/articles/9980051-conversations-displaying-on-the-wrong-accounts.md): Troubleshooting steps to find out why your conversations display across the wrong accounts.
- [Manually created conversations fail to send](https://docs.vitally.io/en/articles/9980486-manually-created-conversations-fail-to-send.md): Troubleshooting steps to address why your conversation is failing to send
- [Automatic BCC Including Additional Recipients in Vitally Emails](https://docs.vitally.io/en/articles/10223673-automatic-bcc-including-additional-recipients-in-vitally-emails.md): Emails sent through Vitally automatically copy additional team members due to a configured BCC address.
- [There's missing email\(s\) in Vitally](https://docs.vitally.io/en/articles/10375471-there-s-missing-email-s-in-vitally.md): Learn why emails might not sync to Vitally’s Active Conversations and how to resolve such issues.
- [How can I troubleshoot and fix visibility issues with account notes in Vitally?](https://docs.vitally.io/en/articles/11739048-how-can-i-troubleshoot-and-fix-visibility-issues-with-account-notes-in-vitally.md)

## NPS & Custom surveys

- [Vitally's NPS Surveys & Analytics](https://docs.vitally.io/en/articles/9836607-vitally-s-nps-surveys-analytics.md): An overview of the capabilities and analytics Vitally's NPS add-on provides
- [Installing & configuring NPS](https://docs.vitally.io/en/articles/9836612-installing-configuring-nps.md): An overview of how to install Vitally's NPS and ensure the right users are polled at the right time
- [Custom Surveys](https://docs.vitally.io/en/articles/9836628-custom-surveys.md): Design and create surveys with customizable questions and question types.

## Administration

- [Managing Your Organization](https://docs.vitally.io/en/articles/9831836-managing-your-organization.md): Manage your payment, seats, and more.
- [How to Effectively Set Up and Manage Your Vitally Sandbox Environment](https://docs.vitally.io/en/articles/16498695-how-to-effectively-set-up-and-manage-your-vitally-sandbox-environment.md): How to request a sandbox, set it up with data from production, reset it, and keep it properly separated from your live environment.
- [Updating Email Domains for Internal Users](https://docs.vitally.io/en/articles/10698817-updating-email-domains-for-internal-users.md): The process of managing team members and updating email domains in Vitally, whether you use Single Sign-On \(SSO\) or not.
- [User Roles & Permissions](https://docs.vitally.io/en/articles/9831842-user-roles-permissions.md): A breakdown of the permissions for each of the Vitally User Roles: Admin, Leader, Team Member, and Observer
- [Assigning \(user\) Owners to Accounts](https://docs.vitally.io/en/articles/9836585-assigning-user-owners-to-accounts.md): Learn how to identify which user at the account owns the buying decision
- [Assigning Key Roles](https://docs.vitally.io/en/articles/9836588-assigning-key-roles.md): Assign a CSM, AE, Implementation Specialist, and any additional roles that need to be tracked, to be responsible for an account.
- [Changing the currency for your revenue \(your 'home currency'\)](https://docs.vitally.io/en/articles/9836590-changing-the-currency-for-your-revenue-your-home-currency.md): Ensure currency is reported in the unit you use
- [Removing Hierarchy Associations](https://docs.vitally.io/en/articles/9836601-removing-hierarchy-associations.md): Manually remove Users from Accounts or Accounts from Organizations.
- [Data Access](https://docs.vitally.io/en/articles/9977216-data-access.md): Restrict or grant access to specific Organizations or Accounts for certain team members

## Privacy & Security

- [Security Questions](https://docs.vitally.io/en/articles/9715111-security-questions.md)
- [Two-Factor Authentication \(2FA\)](https://docs.vitally.io/en/articles/9825682-two-factor-authentication-2fa.md): Add a second layer of security to your Vitally profile by setting up Two-Factor Authentication
- [GDPR Compliance](https://docs.vitally.io/en/articles/9825718-gdpr-compliance.md)
- [Deactivating your Vitally Profile or Account](https://docs.vitally.io/en/articles/9825896-deactivating-your-vitally-profile-or-account.md): How to cancel Vitally or deactivate a specific internal user in Settings.
- [Setting up SAML v2 SSO](https://docs.vitally.io/en/articles/9825686-setting-up-saml-v2-sso.md)
- [SSO via Google](https://docs.vitally.io/en/articles/9825692-sso-via-google.md)
- [SSO via Okta](https://docs.vitally.io/en/articles/9825696-sso-via-okta.md)
- [SSO via OneLogin](https://docs.vitally.io/en/articles/9825707-sso-via-onelogin.md)
- [SSO via other IdP's](https://docs.vitally.io/en/articles/9825710-sso-via-other-idp-s.md): FAQ when setting up SSO other than via Google or Okta
- [How to resolve the "SAML Unsupported" error when logging into Vitally Using Google SSO](https://docs.vitally.io/en/articles/10007561-how-to-resolve-the-saml-unsupported-error-when-logging-into-vitally-using-google-sso.md): A guide outlining the causes and troubleshooting steps to resolve the "SAML Unsupported" error when a user logs in using Google SSO.
- [Resolving Unexpected Role Permission Changes in Vitally](https://docs.vitally.io/en/articles/10166727-resolving-unexpected-role-permission-changes-in-vitally.md): A guide to understand why a team member may be switching from Admin to Team Member or any other permission changes.
- [How can I resolve SSO certificate issues effectively?](https://docs.vitally.io/en/articles/11738780-how-can-i-resolve-sso-certificate-issues-effectively.md)

## Vitally AI

- [Optimizing Vitally for AI Copilot and MCP](https://docs.vitally.io/en/articles/16071434-optimizing-vitally-for-ai-copilot-and-mcp.md): How to configure your data model, Memories, and prompts so AI Copilot and the MCP server give you better answers with less guesswork.
- [AI Summaries](https://docs.vitally.io/en/articles/11404214-ai-summaries.md): Analyze sentiment, identify key concerns, assess customers for churn likelihood, and highlight growth opportunities.
- [AI Copilot](https://docs.vitally.io/en/articles/11655139-ai-copilot.md): Your personal AI assistant to surface insights and improve productivity.
- [AI Meeting Recorder](https://docs.vitally.io/en/articles/12089240-ai-meeting-recorder.md): Bring call recordings and transcripts into Vitally!
- [Vitally AI+](https://docs.vitally.io/en/articles/12333843-vitally-ai.md): Unlock advanced AI-powered features designed to help teams drive efficiency, improve insights, and enhance collaboration
- [AI Memories](https://docs.vitally.io/en/articles/14289728-ai-memories.md): Save persistent context once and let Vitally AI use it automatically — no re-explaining required.
- [Vitally AI Copilot Prompt Library](https://docs.vitally.io/en/articles/15182429-vitally-ai-copilot-prompt-library.md): A collection of prompt examples to use in AI Copilot
- [Vitally MCP Server](https://docs.vitally.io/en/articles/15862100-vitally-mcp-server.md): How to connect an MCP-compatible AI tool to your Vitally workspace, what you can ask it to do, and how permissions work.