Vitally + Querri
Querri reads Vitally accounts with their health score, MRR, NPS counts and renewal dates, plus users, admins, notes, tasks and conversations. Put customer success data beside billing, support and product usage.
Querri only reads from Vitally and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Vitally holds each account's health score and next renewal date, but the support load and billing history behind the risk sit elsewhere. Querri lines them up and flags low-health accounts each night as their renewal date gets close.
Nightly insights & monitorsTasks come over with assignee, due date and completion date, so overdue work by CSM is a single question. Querri can track it as a KPI so the trend is visible week to week.
KPIsVitally conversations and health scores are useful alone; next to support tickets they tell you more. Connect your help desk and Querri compares the two by account.
IntercomWhat comes over
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.
Querri reads from Vitally and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Say "connect Vitally" or pick it from the connector catalog.
Add your Vitally secret token in the secure form, plus your custom subdomain if your workspace has one, then choose active accounts, churned accounts or both. The token stays out of the Connector Agent's view.
Pick the data you want and how often it refreshes, then approve the first load.
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
Ask the Connector Agent to connect Vitally. In the secure form, add your Vitally secret token, your custom subdomain if your workspace uses one, and the account status to sync: active, churned, or both. The agent never sees the token.
Accounts with health score, MRR, NPS promoter, passive and detractor counts, segments, traits and next renewal date, plus users, admins, notes, tasks and conversations. Each lands as a table in your Library.
Querri reloads your Vitally data in full on each sync, on a daily, weekly or monthly schedule, or when you run it by hand. Answers use the copy from the latest sync.
Yes. The status setting decides which accounts sync: active, churned, or both. Choose both if you want to compare churned customers' health scores and notes with the accounts that stayed.
No. Querri only reads from Vitally. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
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Connect Vitally, add the rest of your systems, and get answers your whole team can check.