Linking your Practifi 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 Practifi 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 Practifi. 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 Practifi.
Contact information presented on the Contacts page is view-only for contacts imported from Practifi. The same goes for notes and tasks imported from Practifi on the Notes page and on the Tasks page. Data synchronization goes one way in these contexts: from Practifi to Vega. Practifi should be considered as the source of truth.