Export Vitally to ChatGPT
Make customer success data accessible to everyone via the Coupler.io Vitally to ChatGPT integration. Team members across functions explore account health, engagement trends, and retention risks by asking questions in plain English, ensuring conversations stay grounded in accurate information as customer situations evolve.
What data you can export from Vitally?
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AccountsThis entity represents the customer accounts that you are managing in Vitally. It contains key information such as account-level health scores, metrics, and custom properties.
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AdminsThis entity represents your team members who are users of the Vitally platform.
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ConversationsThis entity represents the communication history with your customers, which can include emails and other messages synchronized from different platforms.
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NotesThis entity represents internal notes or comments added by your team members on customer accounts or users.
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TasksThis entity represents the to-do items or action steps assigned to your team members related to customer management.
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UsersThis entity represents the end-users of your product or service who are associated with the accounts in Vitally.
All-in-one tool for Vitally data exports and analytics
Connect customer health information from Vitally with business context from across your organization. ChatGPT provides more valuable insights when it can see how success metrics relate to revenue data, product usage patterns, and support histories, revealing connections that single-source analysis misses.
Prepare your customer success data so ChatGPT understands how accounts, users, tasks, and conversations relate to each other. Structured exports enable ChatGPT to answer questions that span multiple aspects of customer relationships, from individual user behavior to portfolio-level health trends.
Keep ChatGPT up to date with customer information via scheduled exports ranging from every 15 minutes to monthly. Your team gets reliable answers based on the latest health scores, engagement activities, and team workflows without wondering whether they're looking at stale data.
ChatGPT democratizes access to customer success intelligence by enabling anyone to ask questions without specialized analytical training. Marketing teams, sales colleagues, and product managers explore customer health patterns alongside success professionals, broadening organizational understanding of what drives retention.
Why export Vitally to ChatGPT - real life cases
Cross-functional customer discussions
Quick account research
Trend exploration for non-analysts
Executive briefing preparation
How to export Vitally to ChatGPT
30 seconds
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10 seconds
Automate data exports with the no-code Vitally ChatGPT integration
Connect similar CRM apps and get data in minutes
Quick start with dashboard templates
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about your case. It doesn't cost you a penny 😉
Talk to AI about your Vitally data
Examples of questions you can ask ChatGPT about Vitally data:
- "Explain our customer health situation in simple terms—what should I know about accounts needing attention right now?"
- "Which customers have we not spoken with in over 30 days, and do any of them have concerning health scores?"
- "What's the typical task load per success manager, and are any team members handling significantly more than average?"
- "Can you describe what successful customer engagement looks like based on our healthiest accounts?"
Keep your data safe
Coupler.io safeguards your shared information and data transfers from breaches, leaks, and unauthorized disclosures.
