Vitally Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask the user:

1. What area of Vitally do you need help with?
   • A) Health Scores — building, weighting, or debugging composite scores
   • B) Playbooks & Automation — triggers, actions, conditions, not firing
   • C) Projects — onboarding templates, milestones, tracking progress
   • D) Integrations — Salesforce, HubSpot, Stripe, Segment, data not syncing
   • E) REST API — creating/updating accounts, users, tasks, custom objects
   • F) Dashboards & Reporting — building views, segments, metrics
   • G) Vitally AI — call summaries, transcripts, copilot features
   • H) NPS/Surveys — sending surveys, response collection, scoring
   • I) Notes, Tasks, Conversations — managing customer interactions
   • J) Custom Objects & Traits — extending the data model
   • K) Admin — team setup, roles, SSO, billing