In the ever-evolving landscape of B2B SaaS, efficiently managing customer interactions is more critical than ever. Our latest integration between Thena and Vitally is designed to streamline this process, ensuring that no customer request goes unnoticed.

With Thena, Customer Success and Support teams can effortlessly manage customer requests in Slack. By connecting Thena to Vitally, you can turn those customer touchpoints into valuable data points, achieve greater visibility into customer interactions, and take action all within your Customer Success Platform.

How the Thena and Vitally Integration Works

"Unlocking Thena within Vitally has been game-changing. I communicate almost exclusively via Slack with my customers. It's crucial for me to bring their request information and analytics into Vitally."

- Steph Townes, Senior Customer Success Manager at Vitally

With this integration, you can now gain visibility into customer requests from various platforms like Slack, Email, Web, and Microsoft Teams directly within Vitally. All of your customer interactions will be centralized, making it easier to gain all of the context you need when communicating with your customers.

By syncing Thena to Vitally, you can:

• Automatically create a Custom Object called 'Thena Requests' in Vitally, allowing you to view and understand customer interactions occurring across your book of business.
• Build Dashboards and Reports in Vitally to identify different trends and categories of Thena requests coming through (e.g., the # of Feature Requests vs. General Questions).‍
  • Take a tour of Steph Townes’ ‘Thena Tracking’ Dashboard in Vitally
• Use sentiment data from Slack interactions to power your Health Score calculations in Vitally.

Follow the steps below to get started with this integration:

1. Generate API URL and Basic auth header on Vitally documentation.
2. Set up Vitally credentials on the Thena web app.
3. Once connected, enable ‘Sync Requests’ and ‘Update Requests’ in the Vitally configuration.

For more detailed step-by-step instructions, visit Thena's help center.

Ready to Learn More?

The Thena -> Vitally integration is available to all customers to connect!

If you’re new to Vitally, schedule a demo to see how we help teams like Apollo, Culture Amp, and Navattic enhance their Customer Success.