cotera

Vitally Customer 360 View

Pull a complete customer profile in one query. Account details, users, notes, conversations, tasks, and projects.

Customer lookupAccount overviewSupport contextFull profile

The Challenge

A customer submits a support ticket. Before you respond, you need context. You open Vitally and click through six different sections: account details to see their tier and renewal date, users to find their primary contact, notes to see what their CSM has logged, conversations to understand recent engagement, tasks to check outstanding work, and projects to see if they are mid-onboarding. By the time you piece it all together, ten minutes have passed and the customer is still waiting.

What This Prompt Does

Pull Account Info

Get account tier, ARR, health score, renewal date, and all custom traits

List All Users

See every user at the account with roles, emails, and last activity

Get Recent Activity

Pull the latest notes, conversations, and engagement history

View Open Work

List all tasks and projects to see what is in flight or overdue

The Prompt

The Prompt

Task

Pull a complete 360-degree view of a customer account. Use @Vitally/Get AccountName it "Vitally/Get Account" and call it with @Vitally/Get Account to get account details and traits, @Vitally/List UsersName it "Vitally/List Users" and call it with @Vitally/List Users to see all users at the account, @Vitally/List NotesName it "Vitally/List Notes" and call it with @Vitally/List Notes to pull recent CSM notes, @Vitally/List ConversationsName it "Vitally/List Conversations" and call it with @Vitally/List Conversations to see engagement history, @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks to show open work items, and @Vitally/List ProjectsName it "Vitally/List Projects" and call it with @Vitally/List Projects to list active projects.

Example: "Give me a full profile on Acme Corp" or "Pull everything about account abc-123"

Input

The user will provide:

  1. Account name or account ID
  2. Optional: Time range for activity (defaults to last 90 days)

Context

360 View Workflow

Steps to follow:

  1. Get the account using @Vitally/Get AccountName it "Vitally/Get Account" and call it with @Vitally/Get Account to pull name, ID, tier, ARR, health score, renewal date, and all traits
  2. List all users at the account with @Vitally/List UsersName it "Vitally/List Users" and call it with @Vitally/List Users to see who the key contacts are
  3. Pull recent notes using @Vitally/List NotesName it "Vitally/List Notes" and call it with @Vitally/List Notes to see CSM activity and context
  4. Get conversation history with @Vitally/List ConversationsName it "Vitally/List Conversations" and call it with @Vitally/List Conversations to see engagement patterns
  5. List open tasks with @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks to see outstanding work items
  6. Pull active projects with @Vitally/List ProjectsName it "Vitally/List Projects" and call it with @Vitally/List Projects to see onboarding or renewal status
  7. Organize all data into a structured, readable summary

Profile Structure

Organize the output into clear sections:

Account Overview:

  • Account name, ID, and external ID
  • Tier, ARR, and health score
  • Renewal date and contract details
  • Assigned CSM
  • Key traits (industry, employee count, etc.)

Users:

  • List all users with name, email, role, and last activity date
  • Flag the primary contact or champion

Recent Activity:

  • Last 5 notes with date, author, and summary
  • Last 5 conversations with date, participants, and topic
  • Note any gaps in activity (e.g., no notes in 30+ days)

Open Work:

  • List all open tasks with title, due date, assignee, and priority
  • Flag any overdue tasks
  • List active projects with status and progress

Summary:

  • Quick health assessment based on activity, tasks, and engagement
  • Any red flags or areas needing attention

Output

Customer 360 profile:

  • Account name, ID, tier, ARR, health score, renewal date
  • Full list of users with contact details and roles
  • Recent notes (last 5) with dates and authors
  • Recent conversations (last 5) with dates and topics
  • Open tasks with due dates and assignees, highlighting overdue items
  • Active projects with status and progress
  • Health summary with any flags or recommended actions

Example Usage

Try asking:

  • →"Give me a full profile on Acme Corp"
  • →"Pull everything about account abc-123"
  • →"Show me the complete 360 view for TechStart Inc including all users and recent activity"