+Vitally answers, with full context
Coworker agents read Vitally next to your call transcripts, email, and Slack, so anyone can ask where a deal stands, spot stale deals, and prep for a meeting without digging through records.
What gets automated
Deal and account questions
Ask where a deal stands or what changed on an account and get an answer from Vitally plus your calls and email.
Stale deal alerts
Scheduled agents flag Vitally deals with no recent activity and post them to Slack with context.
Meeting prep
Before a call, agents pull the Vitally record together with recent emails and past meeting notes.
Pipeline hygiene
Weekly checks surface Vitally records missing close dates, amounts, or owners.
Live in minutes
Connect your account
Authorize Coworker on Vitally via OAuth or API key, using Vitally's official integration path.
Configure what agents should do
Tell agents which data to read, which events to act on, and where to route outputs, Slack, email, CRM, or any other connected tool.
Agents start working immediately
From day one, agents are monitoring Vitally and taking the actions you configured. Adjust behavior anytime.
Enterprise-grade from day one
Coworker is SOC 2 Type II certified, GDPR compliant, and CASA Tier 2 certified. Your Vitally data is processed securely and never used to train AI models.
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FAQ
Frequently asked questions
Coworker authenticates through Vitally's official API using the permissions you grant during setup.
Write support varies by CRM. Salesforce and HubSpot support agent updates with your approval. For Vitally, ask us on a demo what is supported today.
Only the minimum context needed to complete agent tasks. All data handling is SOC 2 Type II compliant and scoped to the permissions you grant.
Connect Vitally in minutes
Connect your Vitally data and watch agents go to work in minutes.