Vitally
#510 most-usedAI-driven customer success, powered by Vitally
Vitally is a customer success platform built for high-growth B2B SaaS teams — combining health scoring, project management, NPS tracking, and segment-based playbooks into a single workspace. Connect it to Actionist and your agents can create onboarding projects when deals close, fire recovery playbooks when health scores drop, sync billing and CRM data to customer traits, log escalation notes from support, and react to NPS responses within about a minute — so your customer success motion runs continuously without relying on manual handoffs or weekly reviews.
Eliminates manual work. Agents eliminate manual deal handoffs, escalation communication, billing trait updates, and weekly data quality audits — the highest-frequency operational overhead for CS teams running on Vitally.
What your Vitally agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Vitally × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Deal close triggers onboarding project in Vitally
When a HubSpot deal reaches Closed Won, the agent finds or creates the Vitally customer record, creates an onboarding project from the standard template, syncs ARR and plan data to customer traits, and posts a handoff message to the CS Slack channel — all within about a minute of the deal closing.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales30 min / weekManual CS handoff after deal close
AEs copy deal details into a handoff email, the CSM searches Vitally for the account, and manually creates the onboarding project and fills in the traits — a 30-minute task per deal, often done at the end of the week.
Sales Agent0 minAgent creates onboarding project and syncs traits at deal closeWhen a deal closes in the CRM, the agent creates a Vitally project from template and syncs ARR and plan tier traits within about a minute — the CSM has full context before the welcome email is written.
- Marketing45 min / weekManual campaign tracking in Vitally
The marketing team exports campaign engagement data, searches for matching accounts in Vitally, and manually updates traits and segments — taking 45 minutes per campaign for an accurate record.
Marketing Agent0 minAgent logs campaign touches and segments advocacy accounts automaticallyCampaign participation is written to Vitally customer traits as it happens, and promoter NPS responses automatically add accounts to the advocacy segment for review-site outreach.
- Customer Support60 min / weekManual escalation communication to CS
Support leads manually send escalation emails to CSMs, who then search Vitally, open the account, add a note, and create a task themselves — a 20-minute process that sometimes happens the next day.
Customer Support Agent0 minAgent creates escalation notes and CSM tasks within about a minute of the ticket firingWhen a support ticket escalates, the agent creates a Vitally note and CSM task automatically — the CS team is briefed before the customer needs to call a second time.
- Human Resources30 min / weekManual CS team onboarding in Vitally
The CS ops manager manually creates the teammate record, sets up the onboarding project, and assigns the first-week tasks — typically completed in the second week when the manager has bandwidth.
Human Resources Agent0 minAgent sets up new CSM in Vitally and creates onboarding project on day oneWhen a new CSM joins, the agent creates their teammate record in Vitally and launches the standard CSM onboarding project from template — ramp tracking starts on day one.
- Finance120 min / weekManual ARR trait updates in Vitally
Finance exports a renewal report weekly, the CS ops team matches records to Vitally customers and updates traits row by row — a two-hour process that leaves Vitally data one week stale on average.
Finance Agent0 minAgent syncs ARR and contract traits from billing to Vitally on every changeWhen a renewal or upgrade processes in the billing system, the agent updates Vitally customer traits within about a minute — health scores always reflect current ARR, not last month's data.
- Operations90 min / weekManual Vitally data quality checks
CS ops manually audits Vitally each Monday for stale or missing account traits, cross-referencing the CRM and billing system to find discrepancies — a 90-minute task that is often skipped when the team is busy.
Operations Agent0 minAgent runs data quality sweeps and segment movement digests automaticallyEvery Monday the agent identifies stale traits and creates tasks to fix them; every Tuesday it posts a segment movement digest — without a single person manually auditing the Vitally database.
- Legal40 min / weekManual legal note creation in Vitally
The legal team emails CSMs with contract updates, CSMs manually open each Vitally account and add a note — a 10-minute process per contract that is often skipped when deal volume is high.
Legal Agent0 minAgent logs contract and compliance notes on accounts at the moment they occurWhen a contract is signed or a compliance event occurs, the agent creates the corresponding Vitally note and task within about a minute — the CS team always has current legal context on every account.
Calculate what your team saves
Based on Vitally's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.
How to plug Vitally into Actionist
Pick the connection method that suits your environment.
Connect Vitally to Actionist using a Vitally API key. Generate the key in Vitally Settings, paste it here, and your agents gain access to create and update customers, projects, tasks, notes, NPS responses, segments, and custom objects.
Log in to Vitally and go to Settings → Integrations → API Keys. Click Generate new API key and give it a descriptive name such as 'Actionist integration'.
Copy the API key immediately — Vitally only shows the full key once. Store it securely before leaving the settings page.
Paste the API key into the Actionist connection field and click Test connection. Actionist runs a read-only call to confirm access before any agent tasks begin.
19 actions your agent can call
Read and write operations available to your Actionist agent.
8 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.