Vega can automatically draft responses to client and prospect emails and place them directly into your email drafts folder in Outlook (read article: Email replies).

Vega automatically reviews client-facing emails and evaluates them for potential compliance risks (read article: Email compliance review).

With our Vega Outlook plugin, Vega works right by your side, directly on the right side of your screen in Outlook. The Vega Outlook plugin helps you streamline your entire email workflow by drafting personalized responses, updating your CRM, creating tasks, thread summaries and more (read article: Install and launch Vega in Outlook).

When you connect Microsoft to Vega, Microsoft Teams permission scopes are not always included automatically. This can happen because Vega requires additional permissions to support features like transcript retrieval and post-meeting analysis.

Follow these steps to connect Microsoft Teams (for both meetings and phone calls) to Vega:

When creating a new Teams meeting in Teams, turn on Record and transcribe automatically. This ensures Vega will be able to retrieve the transcript and generate post-meeting analysis without any manual steps.

If this option was not enabled in advance, either because:

you can start recording and transcription manually at the beginning of the meeting:

To stop recording: Click Stop recording and Stop transcription, or simply end the meeting.

Microsoft limitation: Microsoft does not expose transcripts for “Meet now” (unscheduled) Teams meetings through its API. As a result, even if you record and transcribe a “Meet now” meeting, Vega cannot automatically retrieve the transcript. For scheduled Teams meetings, Microsoft automatically shares the transcript with Vega once the meeting has ended, provided the meeting was recorded and transcribed.

Vega integrates with Microsoft Teams Phone, in addition to regular Microsoft Teams virtual meetings.

Microsoft released the Teams Phone API in early April 2026, and Vega released support for Teams Phone at the end of April 2026.

This integration works a little differently from RingCentral and Zoom Phone.

Today, Vega relies on the Teams Phone transcript, not the recording itself. Microsoft’s Teams Phone API currently gives third-party apps like Vega access to call transcripts, not call recordings.

That means transcription must be enabled for Vega to automatically retrieve the call content and generate the post-call analysis.

Important note for existing Microsoft users

If you connected Microsoft Teams to Vega before the end of April 2026, your Microsoft connection may only include the scopes for Teams virtual meetings, not Teams Phone.

If that applies to you, you should reconnect Microsoft and enable the updated Teams scopes.

For Teams Phone calls, make sure transcription is started during the call.

If a transcript is generated, Vega can automatically retrieve it after the call and generate the post-call analysis without manual upload steps.

Important Microsoft limitation

Teams virtual meetings and Teams Phone calls do not work exactly the same way.

For Teams virtual meetings, Microsoft allows automatic recording and transcription when the meeting is created directly in Microsoft Teams. If the meeting is created from Outlook, you may still need to start recording and transcription manually during the meeting.

For Teams Phone calls, Microsoft allows automatic recording, but not automatic transcription. This matters because the Microsoft Teams Phone API currently gives Vega access to the transcript, not the call recording.

So even if automatic recording is enabled for Teams Phone, transcription still needs to be started at the beginning of the call for Vega to retrieve the transcript and generate the post-call analysis.

Your Outlook calendar helps Vega gather additional context around past and upcoming meetings, including participants, dates, and meeting topics.

Vega can get disconnected after a password reset. If your Microsoft account is having connection issues with our system, you just need to remove the integration and add it back in Vega.

Steps to resolve this issue: