Linking your Redtail 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 Redtail 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 Redtail. 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 Redtail.
Redtail calendar
Vega syncs calendar activities. Only actual meetings are synced. Vega distinguishes between tasks and meetings based on activity type. Synced meetings appear in Vega’s meeting list and are automatically associated with contacts, used for meeting preparations, and linked to meeting notes. Recurring meetings are excluded.
Vega refreshes Redtail data twice a day automatically, but syncing can also be triggered manually from the Integrations page using the refresh button at the top right of the Redtail card.
Contact page in Vega
Contact information presented on the Contacts page is view-only for contacts imported from Redtail. The same goes for notes and tasks imported from Redtail on the Notes page and on the Tasks page. Data synchronization goes one way in these contexts: from Redtail to Vega. Redtail should be considered as the source of truth.