Email responses and compliance reviews: Outlook
Connect your Outlook account to give Vega access to your conversations with clients and prospects.
It takes only 4 steps for Vega, the email writer, to upload your email response directly in your drafts folder:
Receive an email (under 1 millisecond): This is the easy part.
Contact identification (1 to 3 seconds): Vega will check if the sender is one of your contacts. This includes clients or prospects you manually added to Vega, those in your connected CRM, or identified through Vega’s intelligent detection based on email content.
Draft creation (10 to 90 seconds): If the email sender is recognized as a contact, Vega will use the current email conversation and your personal Centralized Knowledge™* to create a response draft and add it to your drafts folder.
Review (our job is done, the onus is on you now!): Vega will notify you via email once the email reply is in your drafts folder and ready for your review.
*Reminder: Centralized Knowledge™ is your private database that comprehensively understands your needs by integrating advisor, client, firm, and third-party intelligence, including your past interactions, meeting notes, tasks, and advising style.
No email is sent by Vega to your contacts. You are responsible for reviewing Vega's draft.
Add your custom signature to Vega's drafts
Follow the instructions below to insert your custom signature in Outlook 2019 (default version in Office 365):
If you’re reviewing Vega’s draft from your Home page: open the "Message" tab in the Outlook Ribbon, and then look for the "Signature" icon .
If you’ve opened Vega’s draft in a separate window after clicking "Pop Out" or by double clicking it from your drafts folders: open the "Insert" tab and then look for the "Signature" icon.
Online meetings with Teams
Here are the steps to give Vega access to your Microsoft Teams:
1. Go to the Integrations page in Vega.
2. Click Remove under Microsoft.
3. Re-add Microsoft and select Add with Teams.
To enable recording and transcription firmwide, the Teams account Admin should navigate to the Admin page within the Teams app or via a web browser. From there, go to Settings > Meetings, and then turn on the features Allow cloud recording and Allow transcription. Alternatively, you can follow these same steps directly in the Microsoft Teams admin center.
Make sure you turn on Record and transcribe automatically when creating a new meeting in Teams.
If you have a Teams meeting created without “Recording and transcribe automatically”, you can turn on the feature by doing the following at the beginning of your Teams meeting:
Start your meeting.
Click on the three-dot More icon situated next to the "Camera" icon at the top of your screen.
Click on Record and transcribe and then Start recording and Start transcript.
To stop recording, click Stop Recording and Stop transcription or End Meeting to stop the recording.
Other attendees in your meeting must agree to be recorded and transcribed. To agree, they must unmute, turn on their camera, or share their screen.
Caveat: When creating a Teams meetings in Outlook, you don’t have the option to turn on the "Record and transcribe automatically" feature. Therefore, you will have to turn the feature manually at the beginning of your Teams meeting.
Outlook Calendar
Your calendar helps Vega gather additional intelligence around your past and upcoming meetings (participants, dates, topics).