Linking your Wealthbox with Vega dramatically enhances results for client-related queries in the chat or for background outputs (meeting notes or email response drafts for example). Vega will access details in your Wealthbox as well as tasks and notes.
Vega can also create or modify entities. For example, after a meeting, Vega can create notes, and suggest contact changes and new tasks that you will be able to push to your Wealthbox. As another example, as your conversation with a client progresses by email, Vega can identify tasks and status and suggest updates to be pushed to Wealthbox.
Contact information presented on the Contacts page is view-only for contacts imported from Wealthbox. The same goes for notes and tasks imported from Wealthbox on the Notes page and on the Tasks page. Data synchronization goes one way in these contexts: from Wealthbox to Vega. Wealthbox should be considered as the source of truth.
Re-authenticate your Wealthbox integration
After 90 days of connecting your Wealthbox with Vega, our access to Wealthbox expires, and manual action is required. To fix it, simply remove and add your Wealthbox account back in the Integrations page.