# Vitally Customer 360 View

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

Source: https://cotera.co/solutions/support/vitally-customer-360-view

---

- **Team:** Support
- **Tools:** Vitally
- **Difficulty:** easy
- **Setup time:** 5 min
- **Time saved:** 10 min/lookup

## How it works
1. **Pull Account Info** — Get account tier, ARR, health score, renewal date, and all custom traits
2. **List All Users** — See every user at the account with roles, emails, and last activity
3. **Get Recent Activity** — Pull the latest notes, conversations, and engagement history
4. **View Open Work** — List all tasks and projects to see what is in flight or overdue

## Example requests
- 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

## Prompt

```markdown
## Task

Pull a complete 360-degree view of a customer account. Use @Vitally/Get Account to get account details and traits, @Vitally/List Users to see all users at the account, @Vitally/List Notes to pull recent CSM notes, @Vitally/List Conversations to see engagement history, @Vitally/List Tasks to show open work items, and @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 Account to pull name, ID, tier, ARR, health score, renewal date, and all traits
2. List all users at the account with @Vitally/List Users to see who the key contacts are
3. Pull recent notes using @Vitally/List Notes to see CSM activity and context
4. Get conversation history with @Vitally/List Conversations to see engagement patterns
5. List open tasks with @Vitally/List Tasks to see outstanding work items
6. Pull active projects 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
```

## Related reading
- [How to Build a Customer 360 View with AI](https://cotera.co/articles/customer-360-view-ai.md)
- [Best Customer Success Platforms for SaaS](https://cotera.co/articles/best-customer-success-platform-saas.md)