Vitally Customer 360 View

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