Today we’re excited to share the launch of Vitally AI — the purpose-built AI for delivering scaled Customer Success. Learn more about the benefits of our suite of AI Customer Success features including Vitally’s AI Meeting Recorder.
Customer Success shouldn’t feel like detective work. But the reality is that most CS teams are drowning in data: information is scattered across fragmented notes, email threads, and meeting transcripts, and CS professionals are left to piece it all together. They spend hours a week digging through data to figure out what’s going on with a customer, all while managing a growing book of business and delivering a white-glove experience.
Vitally AI takes the guesswork out of Customer Success with a purpose-built solution. It’s your personal AI Copilot that creates clarity from complexity and serves up the insights you need, when you need them. By transforming scattered data into strategic action, Vitally AI helps you better understand your customers to reduce churn, unlock growth, and always stay a step ahead.
Turn Unstructured Data into Actionable Data
Surface powerful insights from every customer interaction to unlock a new level of CS productivity, visibility, and collaboration. Vitally AI unifies and analyzes all your unstructured customer data — including Notes, Conversations, Meeting transcripts, Docs, Survey responses, and Custom Objects — to turn your scattered customer data into strategic, actionable insights.
With the Vitally AI Copilot, you can:
- Analyze months of customer data in seconds, giving you back hours in the day and helping you understand any account faster than ever before.
- Boost team productivity with intelligent, AI-generated Tasks, Conversation drafts, Meeting summaries, and Notes that eliminate repetitive busywork and make it easier to take the right next step.
- Ask natural language questions about your customers and their interactions with you to instantly surface hidden patterns, opportunities, and risks.
- Proactively detect customer risk through deep unstructured data analysis that helps you stay one step ahead of churn.
Take the Call — Vitally AI Handles the Rest
Vitally’s AI Meeting Recorder is purpose-built for Customer Success teams, capturing every customer moment to unlock real-time insights, drive smarter follow-ups, and build stronger relationships. Fully integrated with the Vitally platform, recordings automatically enrich your customer data and feed directly into the Vitally AI suite.
By recording and transcribing each customer call, the AI Meeting Recorder ensures no detail is lost.
Immediately after your customer call, your meeting data is analyzed by Vitally AI to power richer summaries, smarter follow-ups, and more accurate insights across the customer journey.
Because it’s natively built into Vitally, the AI Meeting Recorder automatically links insights to the right account, reducing the need for manual data entry. The result? More precise, complete, and actionable data, with zero extra lift from your team.
With the AI Meeting Recorder in Vitally, you can:
- Automatically record and transcribe customer meetings created from Google Calendar
- Use AI Copilot for Meetings to answer questions, automate notes, draft follow-ups, and more
- Instantly receive AI-generated summaries and insights via Vitally, email, and Slack
- Share meeting recordings and transcripts directly with customers in a Doc
Summarize Every Customer Interaction
Say goodbye to hours spent sifting through call notes, meeting recordings, and endless email threads, and say hello to the clarity and efficiency of AI Summaries. Vitally AI automatically analyzes your historical unstructured customer data to generate rich, detailed summaries that help you instantly understand each account at a glance.
Kick off your analysis with pre-built AI prompts designed to surface the insights that matter most, like early indicators of churn risk, upsell or expansion opportunities, and customer sentiment trends. Each AI Summary includes interactive citations, so you can trace every insight back to the original customer interaction, ensuring full transparency and trust in the results.
Break down information silos by saving your AI Summaries as Notes or Docs and sharing them across your team to streamline handoffs and ensure everyone has access to the same customer context. Whether you're prepping for a QBR, onboarding a new CSM, or building a success plan, AI Summaries give you the insight you need — no digging required.
Coming Soon: AI Summaries, Your Way
Build your own custom AI prompts to create customer summaries around what drives impact for your role, business, and customers. Use our built-in prompt editor to easily design the perfect Custom Summary tailored to your needs. Create dedicated sections to extract details and build custom reports that unlock insights into product requests, shared goals, competitive intel, and more.
Turn Signals into AI-Generated Actions
With AI Actions, create relevant, contextual content with a single click, so you can speed up manual processes and focus on the strategic work that drives customer outcomes and value.
By automating time-consuming processes, Vitally AI gives you the freedom to be more proactive, more responsive, and more effective in every customer interaction.
Instead of scrambling to take notes during back-to-back calls, let Vitally AI automatically generate detailed meeting summaries and action items from your call transcripts. These summaries capture key discussion points, decisions, and next steps — so nothing falls through the cracks.
Need to respond to a customer or assign follow-up work? Vitally AI can draft personalized Conversation replies and Task recommendations based on the context of your customer interactions, helping you stay one step ahead without starting from scratch each time.
Leverage Vitally AI to identify Custom Objects — such as product requests or opportunities — within your unstructured data and turn them into reality with just a few clicks. For example, when a customer mentions a feature request on a call, Vitally AI auto-extracts it from the transcript and turns it into a detailed product request Custom Object — no digging, no manual entry. Just faster insights.
By handling the operational lift behind the scenes, AI Actions free you up to spend less time on busywork and more time driving long-term customer success.
Get Instant Answers to Your Questions
Finding quick, accurate answers to your questions about a customer can be surprisingly time-consuming. When juggling multiple customer interactions in a day, this time can quickly add up. Now, you can offload that manual research to Vitally AI and instantly get the answers you need. With Ask AI, prompt questions about a customer, Meeting, or Conversation and it can scan your unstructured data, analyze it, and deliver a clear, context-rich answer in seconds.
Choose from a set of predefined questions tailored to common CS needs, or input your own freeform questions based on what you need to know in the moment. Vitally AI will search through your data and present a focused, accurate response, complete with citations so you can trace insights back to the original source.
Need a refresher on a recent customer call? Asik Vitally AI to summarize the meeting, highlight sentiment shifts, or surface follow-up actions. Want to know what your customer has mentioned in the past? Ask about feature requests, goals, NPS responses, and more to get answers you can trust, right when you need them.
With Vitally AI, the answers you need are always just a question away — no searching, no guesswork.
Ready to Learn More?
If you’re new to Vitally, schedule a demo to learn how AI Copilot, AI Meeting Recorder, and all the other powerful features of Vitally can boost your Customer Success productivity.
Not ready to schedule a demo just yet? Take an interactive tour of Vitally’s AI capabilities today!
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