Connector Database / Vitally

Analyze your Vitally data with AI

Build interactive dashboards, generate automated reports, and unlock business intelligence insights from your Vitally data with AI-powered assistant.

_

Vitally logo
01

Start with a question

Generate automated reports and business intelligence insights from your Vitally data—as fast as you can ask them.

Start with a question
Build visualizations and charts
02

Build dashboards and data visualizations

Transform your conversation into dynamic data visualizations on an intuitive data canvas.

03

Integrate all your data

Unify your Vitally data with DuckDB-powered data warehouse including MongoDB, Zendesk, HubSpot and Salesforce.

Integrate all your data

Available Vitally Data

Extracts Customer Success data from Vitally, including accounts with health metrics and revenue (MRR), user/contact profiles and segments, admin users, conversations, notes, and tasks. Enables analysis of customer health and engagement, support and communication activity, CS workflows, renewals, and account performance.

Account

Represents customer organizations with health scores, MRR, and renewal data; enables churn/retention analysis, revenue tracking, segmentation, and NPS trend reporting.

Contact

Represents end users/contacts linked to accounts; supports cohorting, engagement segmentation, lifecycle analysis, and mapping communications to people.

Conversation

Threads of customer communications from sources like Zendesk; used to measure support volume, response/resolution trends, and engagement by account or segment.

Task

Customer success tasks and assignments; enables workflow productivity metrics, SLA adherence, backlog and completion rate analysis by owner or project.

Note

Internal notes attached to accounts; supports qualitative activity tracking, meeting coverage, tagging-based insights, and timeline analyses.

CS Team Member

Customer success/admin users in Vitally; used as a dimension for ownership and performance reporting across tasks, accounts, and communications.

Authentication Required

Authenticates with the Vitally REST API using HTTP Basic Auth with your Secret Token

Getting started with Vitally Analytics & Business Intelligence

01

Connect your Vitally data

Connect to Vitally once and automatically sync data to your centralized data warehouse for real-time reporting and analytics.

02

Build business intelligence models

Create automated reports, dashboards, and data visualizations with customizable business logic and AI-powered insights for consistent analytics across your organization.

03

Generate reports and insights

Create interactive dashboards, automated reports, and data visualizations with AI-powered business intelligence. Share live analytics and scheduled reporting with your team.

Want to see how easy it is to get started?

Vitally usersDefinite

People love Definite because it lets you focus on what matters. Setting up your own data infrastructure doesn't make your beer taste better. Skip the tedium and start at analytics.

I was leading the efforts of setting up a business intelligence function. I was surprised how complex this all was to do even today. It's something that every tech company would need at some point but it hasn't been simplified. You need a whole team focused on building a data warehouse, setting up the right pipelines, and then integrating a BI tool on top.Definite wasn't only the answer to this problem, it tackled the next problem I knew I'd have as soon as the BI tool was ready — how do we get non-technical teams and people to learn and utilise such a tool.

Aditya Sarkar

Co-Founder at Lean

A data platform built for startups

Our analytics before Definite consisted of dozens of Excel sheets that took hours to update. Manual updates led to errors. Everyone questioned the accuracy of the numbers. Many people just stopped looking at the reports.After Definite, everything ran like clockwork.We immediately saved thousands of dollars per month in the time spent updating reports and have built strategies (e.g. improved ROI on ad spend, inventory management, etc.) on the data that will yield millions to our bottom line.

Ryan

CEO at a 9-figure E-comm Company

Immediate ROI

Have questions?

Find answers.

Definite has everything you need to deploy analytics within your company.

Data doesn't need to be so hard

Get the new standard in analytics. Sign up below or get in touch and we'll set you up in under 30 minutes.