# Vitally AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Vitally with a scoped API key and helps you track deals and customer relationships through a sales pipeline, running 3 Vitally actions for you like Create Task, Create Note, and Create Message. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Vitally and reports back. Setup takes about two minutes. - Tool: Vitally - Category: Customer Support - Connection: API key - Actions available: 3 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/vitally ## What can you ask Viktor to do in Vitally? - "Update the Vitally deal I closed today and move it to won." - "Pull this week's pipeline from Vitally and post a summary to #sales every Friday." - "Find contacts in Vitally we haven't touched in 30 days and draft follow-ups." - "Cross-check Vitally against our billing records and flag deals that don't match." ## What can Viktor do in Vitally? (3 actions) - **Create Task** - Create a new task. - **Create Note** - Create a new note. - **Create Message** - Create a new message. ## How does Viktor work with Vitally? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Vitally with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Vitally actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Vitally AI agent? A Vitally AI agent is an AI that connects to your Vitally account and completes work in it - it doesn't just answer questions about Vitally, it takes the actions. Viktor is that agent: an AI employee that works in Vitally on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Vitally actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Vitally Modern #CustomerSuccess for B2B SaaS. 🚀 Unify your data, understand it deeply, and build powerful automation to drive a world-class customer experience. ## Security and permissions - Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time. - Review-first approvals: sensitive Vitally actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Vitally? Yes. Vitally is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Vitally from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Vitally to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Vitally, then paste an API key from your Vitally account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in Vitally? Viktor can run 3 Vitally actions, including Create Task, Create Note, and Create Message - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Vitally? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Vitally actions to take, runs them, and reports back. ### Is my Vitally data secure with Viktor? Yes. Viktor connects to Vitally with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Vitally integration cost? Nothing extra - every integration, including Vitally, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Vitally together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Vitally, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Vitally together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Customer Support integrations - [Freshdesk](https://viktor.com/integrations/freshdesk) - [Trengo](https://viktor.com/integrations/trengo) - [Zoho Desk](https://viktor.com/integrations/zoho-desk) - [Teamwork Desk](https://viktor.com/integrations/teamwork-desk) - [Belco](https://viktor.com/integrations/belco) - [Help Scout](https://viktor.com/integrations/help-scout) - [HelpSpot](https://viktor.com/integrations/helpspot) - [Intercom](https://viktor.com/integrations/intercom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.