Vitally Help Center

Vitally.io Vitally Academy Vitally Blueprints

Vitally.io Vitally Academy Vitally Blueprints

👋Welcome
🆕Release Notes
- 📔2024 Releases
  📔August Release Notes
  📔July Release Notes
  📔June Release Notes
  📔May Release Notes
  📔April Release Notes
  📔March Release Notes
  📔February Release Notes
  📔January Release Notes
- 🗒️2023 Releases
  🗒️December Release Notes
  🗒️November Release Notes
  🗒️October Release Notes
  🗒️September Release Notes
  🗒️August Release Notes
  🗒️July Release Notes
  🗒️June Release Notes
  🗒️May Release Notes
  🗒️April Release Notes
  🗒️March Release Notes
  🗒️February Release Notes
  🗒️January Release Notes
📚Use Case Library
🏄Getting Started
➡️Pushing data to Vitally
⬅️Getting data out of Vitally
- How data-out integrations work
- CSV Export
⚡Other integrations
🔁Managing the customer lifecycle
💟Account health scores & metrics
📊Reporting & Segmentation
🔔Automated Playbooks & Alerts
- Automated Playbooks
- Creating opportunity & risk alerts with Indicators
📝Activity items
💯Using Vitally's NPS & Custom surveys
⚙️Administration
🤫Privacy & Security

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