Vitally integration
Arkeo agents for Vitally
Arkeo agents work in your Vitally alongside your team. They flag accounts at risk, prep renewal notes, keep the numbers behind your health scores current, run new customer setup, and follow up on low survey scores.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Vitally
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Checks health scores, logins and open ticketsevery night
- ✓Finds accounts slipping, and whyper account
- ✓Adds a note and a task for the account ownersame day
Your team calls before the customer decides to leave.
Vitally
Intercom
Slack- ✓Finds accounts that renew soonevery Monday
- ✓Pulls use, health, tickets and open tasksper account
- ✓Writes the renewal note in Vitally60 days out
Walk into each renewal call ready.
Vitally
Stripe
HubSpot- ✓Pulls plan, revenue and renewal dates from billingevery day
- ✓Updates the account in Vitallysame day
- ✓Flags accounts with missing or wrong detailsevery Monday
Health scores built on today's numbers.
VitallyStripe
Chargebee- ✓Adds the setup tasks for each new customerper customer
- ✓Chases anything past its promised dateevery day
- ✓Sends each customer a Monday updateweekly
Onboarding moves without anyone chasing it.
VitallySlack
Gmail- ✓Reads new survey scoresas they land
- ✓Finds unhappy customers and what they saidper answer
- ✓Adds a task for the account owner, with the reasonsame day
Unhappy customers hear from you fast.
VitallySlackWorks with the rest of your software
Agents carry the work from Vitally into the other software your team uses, so nothing waits for someone to copy it over.
Salesforce
Zendesk
MixpanelBusinesses that run on Vitally
How it connects
You make the key in your own Vitally account. Nothing to install on your computers, and nothing to wait for.
Where
In Vitally settings, under Integrations. You turn on the Vitally REST API there and create a key. Each key can be renamed, rolled or revoked.
Who can do it
A Vitally Admin. Leaders and Team Members can't manage integrations.
Plan
Your current Vitally plan. Vitally allows up to 1,000 requests a minute, so agents work in batches.
Agents can see
- Accounts, health scores and what makes them up
- Users and when they last logged in
- Notes, tasks and conversations
- Survey answers and scores
Agents can change
- Account details like revenue and renewal date
- Notes and tasks
- Custom details on accounts and users
Agents can't
- Set a health score by hand. Vitally works it out.
- Change segments or key roles. Those stay in Vitally.
- Get back in after you revoke the key.
What this looks like at your business
Accounts at riskSlipping accounts sent to the owner with the reason and a task.
Designed for software companies on VitallyRenewal notesUse, health and tickets pulled into one note per renewal.
Designed for software companies on VitallyAccount detailsPlan and revenue kept current so health scores stay right.
Designed for software companies on VitallyIs this you?
- You run customer success in Vitally
- Your team preps renewals and checks accounts by hand
- You want to keep more customers without more staff
✕A few customers that one person knows well: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Vitally?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Vitally
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Customer accounts never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Who needs to set it up?
A Vitally Admin. They turn on the REST API in settings and create the key.
Will the agents change my health scores?
No. Vitally works out the score. Agents keep the details it uses current, like revenue and renewal date.
Can I turn it off?
Yes. Revoke the key in Vitally settings and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.