Vitally is a customer success platform for B2B SaaS teams. The product is organized as Productivity (hubs, projects, notes and automation), Visibility (health scores, dashboards and goals), Collaboration (customer-facing Docs with shared goals and projects) and Vitally AI, with Blueprints as a library of ready-made templates for playbooks, dashboards, docs and projects. AI Copilot works inside accounts, organizations, meetings, conversations and notes. It writes account summaries with citations back to the source records, answers natural-language questions about a customer, and takes AI Actions on request: drafting follow-up emails, creating and assigning tasks and notes, and extracting custom objects such as product requests from meeting transcripts. Copilot 2.0, released in April 2026, can run several actions from one request in parallel, and Vitally names Claude Sonnet 4.6 as the base model of Vitally AI. Rule-based playbooks assign accounts, create projects and tasks, send conversations and trigger webhooks on conditions a team sets.
Vitally lists more than 30 native integrations. Salesforce and HubSpot sync bidirectionally. Other connectors cover billing (Stripe, Chargebee, Recurly), support (Intercom, Zendesk, Jira, Thena), calls and calendars (Gong, Google Calendar, Outlook Calendar), product analytics (Mixpanel, Amplitude, Pendo), warehouses and data pipelines (Snowflake, BigQuery, Amazon Redshift, Amazon S3, MySQL, PostgreSQL, Census, Hightouch, Rudderstack, Twilio Segment), email (Gmail, Outlook, Mailgun, SendGrid), Slack, Looker, Clearbit, Simplesat and Zapier, plus a REST API and an analytics API. The Vitally MCP Server, launched in August 2026, is a hosted server listed in the connector directories of Claude and ChatGPT, and other MCP clients such as Cursor can add it by URL. It reads accounts, users, meetings, conversations, notes, tasks, projects, goals, NPS responses and custom objects, and it can create notes, tasks and custom object records. A separate read-only endpoint is available, the server follows the existing Vitally permissions of each user, and the default limit is 100 requests per minute per user.
Vitally does not publish prices. Its pricing page lists three plans, each marked Request Pricing: Tech-Touch (one-to-many and product-led customer success), Hybrid-Touch (any customer success model) and High-Touch (one-to-one customer success, with unlimited full seats). Every plan includes all core features, unlimited automations, unlimited observer seats, single sign-on, the full integration library and unlimited Docs. Evaluation runs through a demo and a trial sandbox loaded with the customer data of the buyer, and there is no self-serve sign-up.
The AI Meeting Recorder and Custom AI Summaries are part of Vitally AI+, a paid add-on. Without AI+, AI Copilot covers AI Summaries, AI Actions and Ask AI over 90 days of historical context. AI+ extends that to the full account history and includes five meeting recorder seats, with more available through an account manager. The recorder joins Zoom, Google Meet and Microsoft Teams calls with external participants, and since September 2026 it writes meeting briefs and action items in the language the meeting was held in.
Vitally suits B2B SaaS customer success teams that want account data, AI assistance and customer-facing collaboration in one workspace, and that want to reach that data from Claude or ChatGPT as well as inside the product. Teams that want a library of prebuilt CS agents should look at ChurnZero, which offers 20 of them. Teams that want a live account context graph assembled from their existing tools should look at Noded. Revenue teams that want sales and CS agents on one platform should look at Oliv AI.
Current state Q4 2026: Vitally hosts data on AWS in the United States (us-east-1, us-east-2) and the EU (eu-north-1), encrypts data at rest with AES-256 and in transit with TLS, and makes its SOC 2 Type 2 report available on request. It states that customer data processed by Vitally AI is not used to train AI models, and that its AI features run on Amazon Bedrock with models from providers including Anthropic, Meta and Cohere. Vitally reports an average time to go live of 1.9 months, citing G2 user data. The company was founded in 2017 as a Techstars company, raised a $30M Series B led by Next47 in February 2023, and describes itself as remote-first with staff in the US and London.
