Integrations Directory 
Vitally
Vitally is a customer engagement platform that helps businesses manage and optimize their customer relationships.
- Users
- Projects
- Tasks
- Chats
- Files
- Notifications
AI Operation Agent
Company Data
Company Knowledge
→
AI Decision Framework
→
AI Operation Tools
Your Business Process
Use Vitally for your operation
Invoice
Issue billing documents to customers for goods or services provided.
Module:Finance & Accounting
Entity:Invoice
Read more
Performance Review
Record and evaluate employee performance; can be linked to goals and review cycles.
Module:Human Resources
Entity:Employee
Read more
Sales Order Request
Initiate the purchase process based on a finalized quote or customer intent.
Module:Sales
Entity:Sales Order Request
Read more
Incident / Accident Report
Record safety incidents, near-misses, or workplace accidents for compliance and analysis.
Module:Operations
Entity:Incident
Read more