SPOT CHURN RISK IN VITALLY BEFORE IT LANDS.
Connect Vitally to Menza and ask about accounts, conversations, notes and tasks in plain English — which accounts have gone quiet, what was promised on the last call, whose tasks are slipping. Menza reads it live through the official Vitally API, and when work needs logging, it proposes the task or note and acts once you approve.
- Reads crm & sales data
- Can take action on Vitally, once you approve
- Connects via the official API
What can Menza do with Vitally?
Turn quiet accounts into action
Menza spots accounts with no recent conversations, proposes check-in tasks for the right CSMs, and — once you approve — creates them in Vitally, so risk becomes a to-do rather than a surprise.
Walk into every call prepared
Ask for an account's story and Menza reads its conversations, notes and open tasks in seconds — what was promised, what's outstanding, and what changed since you last spoke.
Keep the team's follow-ups honest
Menza reads tasks across your whole CS team, showing what's overdue, whose queue is heaviest, and which accounts are waiting longest on a promised follow-up.
See these answers on your own Vitally data.
Menza working with Vitally.
Menza doesn't just answer questions about Vitally — it proposes the fix and, once you approve, does the work. You stay in control; nothing changes until you say go.
Menzajust now11 enterprise accounts have had no conversation logged in over 30 days — 4 of them renew this quarter. I'll create a check-in task for each of the four, assigned to their CSM and due this week.
Menza6m agoOpen tasks across your CS team are up 34% this month, and 19 are past due. I'll add a note to each overdue task's account summarising what's blocked, so the backlog review starts with full context.
Connect Vitally in a couple of clicks.
Is my Vitally data secure?
Your credentials are encrypted at rest and never exposed to the AI. Menza reads your data through the provider's official API using the access you grant, and you stay in control of what it can do — read-only by default, with any actions gated behind your approval.
Read our privacy policy- Encrypted in transit and at rest
- Scoped access — you choose what Menza can see
- Read-only by default; any action needs your approval
- Credentials are encrypted and never shown to the AI
- Revoke access at any time
Vitally questions, answered.
How does Menza connect to Vitally?
You connect with your Vitally API key — one paste, done. The key is encrypted at rest, never shown to the AI, and used only to call the official Vitally API on your behalf when you ask a question or approve an action.
What can Menza answer about my Vitally data?
Accounts and organizations, users, conversations, notes and tasks — live. Ask which enterprise accounts have gone quiet, what was agreed in the last conversation with a customer, which tasks are overdue, or how engagement compares across your book.
Is my Vitally data safe with Menza?
Yes. Your API key is encrypted at rest and never exposed to the AI, and Menza only accesses what the key permits. Any write — creating a task, adding a note — always waits for your explicit approval before it lands in Vitally.
Can my whole CS team use it?
Yes. Anyone on the team can ask about their accounts, and answers always come from live Vitally data — so a Monday stand-up question like 'which renewals had no touch in 30 days' gets the same truthful answer for everyone.