Meet Your AI Copilot for Customer Success

Every single day, Customer Success teams are spending countless hours digging through piles of customer data to find crucial details, leading indicators for churn, and historical insights. However, that data is often dispersed across call transcripts, emails, notes, and so much more. Without AI, not only can it take days to find what you need, more often than not, what you desperately need can easily be missed.

With AI, Customer Success teams can focus less on searching for what they need and instead spend more time on executing strategies towards customer retention and growth.

Vitally AI is built to give Customer Success teams exactly what they need in the context of their customer. From detailed summaries and instant answers to questions to generative actions that create new tasks and notes, Customer Success teams can spend less time wondering and more time doing what they do best: drive positive impact for their customers and business.

Vitally AI is a purpose-built AI Copilot embedded directly into the Vitally Customer Success Platform. It leverages natural language processing and deep analysis of unstructured data—including meeting transcripts, notes, conversations, survey responses, and more—to deliver real-time insights and intelligent automation across the customer journey.

Designed specifically for Customer Success teams, Vitally AI eliminates time-consuming manual tasks like summarizing calls, writing follow-ups, or digging through scattered data to understand an account. It automatically identifies key signals—such as feature requests, risks, and expansion opportunities—and turns them into structured data objects that power workflows, success plans, and cross-functional collaboration.

With tools like the AI Meeting Recorder, Ask AI, AI Summaries, and AI Actions, teams can instantly surface critical context, automate routine outputs, and respond proactively—all without leaving Vitally. The result is smarter execution, stronger visibility, and scalable CS that doesn’t sacrifice personalization.

Yes—Vitally AI is built with your data privacy and security at its core.

We use Amazon Bedrock to power our AI features, giving us access to best-in-class language models from providers like Anthropic, Meta, and Cohere — all without exposing your data or compromising your security.

Here’s what you should know:

You get all the benefits of powerful AI, with none of the risk to your customer data.

Call recordings give Vitally AI direct access to the full context of your customer conversations — capturing tone, nuance, and exact phrasing that written notes often miss. With high-quality audio and transcripts, AI can deliver more accurate summaries, surface deeper insights, and provide better recommendations.

Here’s why it matters:

Using a call recorder isn’t just about documentation — it’s about unlocking smarter, more reliable AI.