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Review Customer Accounts
List accounts and read selected details.
/oo Vitally: List Vitally accounts using [status filters], read account [Vitally or external ID], and summarize its returned traits.
Connect Vitally to Your AI Agent
Ask your AI assistant to work with Vitally: review and update customer accounts.
5 tools API key
Try a Vitally Task
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
oo Skill Vitally
Update Account Context
Apply specified name, organization, or trait changes.
/oo Vitally: Read Vitally account [ID], then update these supported fields: [name/organization/traits values].
Start Working with Vitally
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Install OOMOL
Set up oo CLI and the oo Skill in your agent.
Install OOMOL → -
Connect Vitally
Connect with a REST API key and region; US accounts also require their subdomain.
Connect Vitally → -
Give Your Agent a Task
Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →
Choose Your Agent
- An account with access to the Vitally resources used in your task.
Vitally Tools
Vitally connects customer account records, names, organizations, and traits to AI customer-success work.
Review Customer Accounts
List accounts and read selected details.
Update Account Context
Apply specified name, organization, or trait changes.
5 tools
List Accounts
List Vitally accounts with optional status and cursor pagination filters.
vitally.list_accounts Get Account
Get a Vitally account by its Vitally ID or external ID.
vitally.get_account Create Account
Create a Vitally account with an external ID, name, optional organization, and traits.
vitally.create_account Update Account
Update a Vitally account name, organization relationship, or traits by Vitally ID or external ID.
vitally.update_account Delete Account
Delete a Vitally account by its Vitally ID or external ID.
vitally.delete_account No matching tools.
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.