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 Connect under Microsoft to connect it.
Once connected, click Manage scopes under Microsoft.
A new card will open. Click Enable Microsoft 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).
Teams Phone
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.
How to enable Teams Phone for Vega
Go to the Integrations page in Vega.
Click Remove under Microsoft.
Click Connect to add Microsoft back (Wait until the Microsoft integration moves from Processing to Connected. This may take up to a minute.)
Click Manage scopes.
Click Enable Microsoft Teams.
Approve the new Teams-related scopes.
If your firm uses an IT team or Microsoft administrator, this may send an approval request to that person. Once approved, Vega will have access to both Teams virtual meeting scopes and Teams Phone scopes, allowing Vega to process both types of conversations.
How to use Teams Phone with Vega
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.