What are Playbooks

Discover the power of Playbooks to automate your Customer Success processes in Vitally.

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How to Create a Playbook

How to Create a Playbook

Learn how to use Vitally’s automation feature, Playbooks.

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Increase your CS team's productivity by automating account assignment, customer segmentation, and other day-to-day manual tasks.

Calculated Traits

Unlock more ways for Customer Success teams to track and analyze customer data with Calculated Traits.

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