Vitally

Bring Vitally customer success data into Glean

The Glean Vitally connector indexes customer success records, account context, and customer conversations so teams can search this information alongside the rest of their company knowledge.

AccountsOrganizationsNotes and tasksProjects and conversationsPermission-aware

Set up the connectorSee what gets indexed

At a glance

Authentication

Workspace-level Secret Token with HTTP Basic authentication

What it indexes

Accounts, organizations, notes, tasks, projects, and conversations

Permissions

Vitally user roles and ownership-based access

Crawling

Full and incremental polling crawls

Setup

Secret Token and Vitally API base URL

General information

Overview

What the Vitally connector indexes, how it handles permissions and crawling, and which content is outside the current connector scope.

Setup and configuration

Default

Setup

Create a Vitally Secret Token, choose the correct API base URL, and enter the credentials in the Glean Admin console.

Requirements

The Vitally access and connection details you need before you begin.

Support

Troubleshooting

Resolve common Secret Token, regional URL, permission, missing-content, and sync-freshness issues.