Automation

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
Automation

How to Create a Playbook

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

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Automation

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

Formula Traits

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

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