Vitally launched Quin, its AI assistant (formerly Copilot), in beta, included in current plans for existing customers. Quin answers questions across a whole book of business and can act on them, including updating properties on Customers, Organizations, Tasks, Notes and Projects, suggesting Key Role assignments for approval, and searching the web. Admins can turn off web search and page fetching in Settings > Security.
Quin acts across the whole book of business inside Vitally. Key Role assignments wait on a review card, admins can switch off web access, and Quin is included in current plans during the beta.