Account Attention Router

Assess company changes and route important accounts into Vitally.

Freshdesk
Claude
Vitally [Beta]

How this workflow works

Step 1

Freshdesk

Step 2

Claude

Step 3

Vitally [Beta]

Freshdesk

Freshdesk

Claude

Claude

Vitally [Beta]

Vitally [Beta]

When a Freshdesk company is updated, have Claude judge whether the change indicates expansion, churn risk, billing friction, or a simple profile edit. If the account looks important, create the organization in Vitally and include the AI summary in the handoff context. This gives customer success a fast, opinionated path from support changes to account action.

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Freshdesk Company Routing Agent | Konnectify