Getting started
Onboarding, permissions, billing.
5 articles
Integrations
Email, videoconferencing, phone, calendar, CRM, financial planning, and portfolio management.
18 articles
Email assistant
Pre-populated email drafts, Outlook and Gmail plugins, seamless CRM updates.
7 articles
Chat assistant
Chat assistant that knows your context and client data.
3 articles
Meeting assistant
Meeting prep, meeting notes, follow-up email draft and action items.
8 articles
Preferences and customization
Customize your Vega.
7 articles
Privacy and security
Best practices that align with regulatory requirements.
3 articles
Mobile app
Vega on your mobile.
2 articles