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.
Online meetings with Teams
Make sure Vega has Teams access
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.
To grant Vega access to Microsoft Teams, follow these steps:
Go to the Integrations page in Vega.
Make sure Microsoft is already connected with a green dot. If not, click Add under Microsoft to connect it.
Once connected, click More under Microsoft.
A new card will open. Click Connect Teams.
After completing these steps, Vega will have the required Teams permissions to support meeting transcripts and analysis.
Record and transcribe your Teams meetings
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 didn't to turn it on in Teams, or
you created the meeting in Outlook (where this option is not available),
you can start recording and transcription manually at the beginning of the meeting:
Click the three-dot More icon near the camera controls
Click Record and transcribe
Click Start recording and Start transcript
To stop recording: Click Stop recording and Stop transcription, or simply end the meeting.
Outlook Calendar
Your calendar helps Vega gather additional intelligence around your past and upcoming meetings (participants, dates, topics).