Learn the foundations of the Vitally platform with series of on-demand courses.
Creating Workspaces with Hubs
Discover how to create workspaces for your different teams, customer segments, and beyond with Hubs.
How to Create a Hub
Learn how to create a new Hub in Vitally with this video walkthrough.
Visualizing Data with Views
Learn how to visualize your customer and activity data in Vitally with Views.
How to Create a View
Learn how to create a new View in Vitally with this video walkthrough.
Document Customer Interactions with Notes
Learn how to document your customer interaction in Vitally using Notes.
Keep Work on Track with Tasks
Learn how to manage your day-to-day and keep work on track using Tasks.
Keep Teams on Track with Projects
Learn how to use Projects to keep your team and customers on track towards their goals.
Creating Omnichannel Conversations
Learn how to create omnichannel conversations in Vitally using the Conversations feature.
Collaborating with Your Team & Customers with Docs
Learn how to create collaborative workspaces with your customers and share knowledge using Docs.
What are Playbooks
Discover the power of Playbooks to automate your Customer Success processes in Vitally.
How to Create a Playbook
Learn how to use Vitally’s automation feature, Playbooks.
What are Health Scores?
Learn about Vitally's dynamic Health Scoring feature.
How to Create a Health Score
See how to build Health Scores in Vitally.
What are Success Metrics?
Learn how to measure KPIs and more with custom Success Metrics.
What are Dashboards?
Discover how to create powerful Dashboards for reporting.
Interactive Product Tours
Take a self-guided tour of Vitally's platform
The latest feature releases and enhancements from the Vitally Blog.
Boost Your Customer Success Productivity Now
Sign up for a live demo to see how Vitally can improve your Customer Success organization.Request a Demo