What to Ask Leina to Do with Vitally
Copy a prompt, add your details, and send it to Leina in your connected team chat.
List accounts and read selected details.
List Vitally accounts using [status filters], read account [Vitally or external ID], and summarize its returned traits.
Apply specified name, organization, or trait changes.
Read Vitally account [ID], then update these supported fields: [name/organization/traits values].
Get Started with Vitally
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Connect Your Account
Connect with a REST API key and region; US accounts also require their subdomain.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Vitally Capabilities
Vitally connects customer account records, names, organizations, and traits to AI customer-success work.
- Review Customer Accounts
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List accounts and read selected details.
- List Accounts
- Get Account
- Update Account Context
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Apply specified name, organization, or trait changes.
- Get Account
- Update Account
View All 5 Actions
- List Accounts
- Get Account
- Create Account
- Update Account
- Delete Account
Frequently Asked Questions
Can I identify accounts by external ID?
Detail and update actions accept a Vitally ID or external ID.
How does account region affect connection?
US accounts require their REST subdomain; EU uses the EU REST origin and ignores subdomain.
Does deletion cancel a customer’s subscription?
The action deletes a Vitally account record; it does not cancel an external subscription.
Your AI employee for Vitally
Tell Leina what you need in your team chat. Include the source, destination, and expected result.