Automation
How to Create a Playbook
Learn how to use Vitally’s automation feature, Playbooks.
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Other Videos in This Course
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Automation
What are Playbooks
Discover the power of Playbooks to automate your Customer Success processes in Vitally.
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Increase your CS team's productivity by automating account assignment, customer segmentation, and other day-to-day manual tasks.
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Calculated Traits
Unlock more ways for Customer Success teams to track and analyze customer data with Calculated Traits.
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