Items tagged
AI & Automation
How Should Customer Success Teams Use AI Tools?
AI & Automation

How Should Customer Success Teams Use AI Tools?

Let’s look at the most exciting AI use-cases we’ve seen for Customer Success, plus two instances where you should *never* deploy this technology. 

Faith Uzuegbu
January 9, 2024
Personalize Automation to Your Business Needs with Custom Objects
AI & Automation

Personalize Automation to Your Business Needs with Custom Objects

With Custom Objects, teams personalize and enhance their Vitally experience with information that is important to them. Today, we're excited to share an update that enables automated, real-time activities using Custom Object data in Vitally's Playbook automation tool.

Mary Lim
January 24, 2023
Using ChatGPT for Improving Customer Success Productivity
AI & Automation

Using ChatGPT for Improving Customer Success Productivity

Explore how AI language models can help Customer Success teams become more productive with their work.

Jeff Chase
January 9, 2023
Create an Engaging & Successful Trial Experience with Automation
AI & Automation

Create an Engaging & Successful Trial Experience with Automation

When it comes to your trial users, don't leave anything to chance. Learn how you can automate your trial process and engage prospects for the win.

Mary Lim
November 11, 2022
Using Technology to Automate Customer Engagement ft. Tips from CS Leaders
AI & Automation

Using Technology to Automate Customer Engagement ft. Tips from CS Leaders

Here we share some best practices for engaging this customer type, particularly when they become unresponsive.

Vitally Team
May 19, 2022
The Most Time-Consuming & Repetitive CSM Responsibilities (and How to Minimize Them with Automation)
AI & Automation

The Most Time-Consuming & Repetitive CSM Responsibilities (and How to Minimize Them with Automation)

The key to success is identifying what tasks consume the majority of your time and which of these tasks can be automated so you can be more efficient.

Enrique Roth
November 3, 2021
How to Send Automated Customer Success Emails That Don’t Suck
AI & Automation

How to Send Automated Customer Success Emails That Don’t Suck

Here are three things people hate about email and three ways you can improve the chances that your inbox communications will delight, not annoy.

Kevin Fu
May 28, 2020

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