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Customer success and feedback · Available

Vitally for Claude, ChatGPT and Copilot

Vitally pulls usage, billing and support data into one account view. With mcpbizapps, CSMs ask Claude, ChatGPT or Copilot which accounts have falling health, which projects are behind, what the last meeting note said and which segments head into renewal. CSMs see the accounts they own, and billing figures can be limited. Playbooks emailing more than 40 contacts need the CS operations lead. We start in a guided pilot.

Start a pilot What it can do
Status
Available
Setup
Guided pilot with your team
AI assistants
Claude, ChatGPT, Copilot Studio
Access
By role, view only or with approvals

Ask in a sentence

What can your team ask Vitally?

Questions from CSM, onboarding manager, head of Customer Success and others, answered from live Vitally data and only for the people allowed to see them.

Records it works with

  • Accounts
  • Organizations
  • Health scores
  • Projects
  • Notes
  • Tasks
  • Playbooks
  • Segments
  • CSM

    “Which of my accounts have a health score under 5 and fewer active users than last month?”

  • Onboarding manager

    “Which onboarding projects are past their target date, and which tasks are blocking them?”

  • CSM

    “What did we agree with Lumen Payroll in the notes from the last two meetings?”

  • Head of Customer Success

    “How much MRR sits in the Renewal in 90 Days segment, split by health?”

  • CS operations lead

    “Which playbooks fired most often last month, and what did they do?”

  • Account manager

    “Which accounts under the Halden Group organization are growing seats this quarter?”

Changes, governed

What the assistant can prepare in Vitally

The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.

  1. 1 Prepare The assistant drafts the change from the request.
  2. 2 Preview and confirm The person sees exactly what will change.
  3. 3 Approve Above your limits, a second person decides.
  4. 4 Saved and logged Written to Vitally under a named person.

  • Create a note and follow-up tasks from a call

    Notes and tasks on accounts the CSM owns need no second approver.

  • Start an onboarding project from a template

    Projects for accounts above $50,000 ARR alert the head of CS when they start.

  • Run a playbook that emails contacts in a segment

    Playbooks that email more than 40 contacts need the CS operations lead to approve.

Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.

Why it needs care

Governance built for Vitally

Because Vitally shows billing next to what named users do in your product, not every CSM needs every field. Billing can stay with leaders. Notes and tasks appear as drafts before saving. Projects for accounts above $50,000 ARR alert the head of CS. Playbooks that email a segment are where mistakes spread, so large ones need the CS operations lead.

Security and data handling

  • Sign-in by work email

    Only people you invite, with a one-time code. No shared logins.

  • Roles per tool

    Each role reaches only the Vitally records it needs.

  • View only, if you prefer

    Admins can keep a connection to lookups with one switch.

  • A preview first

    Every change is shown in full before anything is saved.

  • Approval rules

    Above your limits, a second person approves the change.

  • One audit log

    Every request tied to a named person, ready for review.

Setup

How Vitally gets connected

We connect Vitally for your team in a guided pilot, on the same gateway every app uses. No code on your side.

  1. 01

    Agree the questions

    We list the Vitally questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your Vitally administrator creates a dedicated integration user with only that access.

  3. 03

    Test with your people

    A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.

  4. 04

    Roll out with rules

    Roles, approval limits and the audit log are in place before everyone joins.

Then people use it from the assistant they already have

Vitally questions

Can ChatGPT read Vitally notes and Docs?

Yes, for roles you allow. A CSM can ask for the main points from recent notes or a shared Doc on an account. The reply names the note or Doc it drew on, so checking the source takes a click.

Does it understand Vitally organizations and accounts?

Yes. Questions can cover one account or roll up to an organization above it. Answers say which level they come from, so a parent company's total is never confused with one account.

Can the assistant start projects from templates?

It prepares the project with the template's tasks and dates and shows it as a preview. The owner confirms, and projects for large accounts can need a leader to approve first.

Does mcpbizapps keep a copy of our Vitally data?

No. When someone asks a question, mcpbizapps reads the answer live from Vitally through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.

Vitally is a trademark of its owner. mcpbizapps is not affiliated with Vitally; the name describes the connection only.

Related

Often connected alongside Vitally

All Customer success and feedback apps

Part of Sales and customer service: Pipeline, outreach, support, success and field work.

Start

Bring Vitally into your AI assistant

Tell us how your team uses Vitally, and we will plan a guided pilot around your own questions.

  • We agree the tools and approval rules with you
  • Your admin creates the integration user; no code
  • Business data is read live and not stored

Start a Vitally pilot

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