Email responses and compliance reviews: Gmail
Connect your Gmail 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 Google Meet
Google Meet is a web application and all recordings are saved in Google Drive. To record and capture a transcript:
Click the three-dot menu icon next to the End call button
Click Manage recording
Check the Also start a transcript box
Click Start recording
Google Calendar
Your calendar helps Vega gather additional intelligence around your past and upcoming meetings (participants, dates, topics).
Broken Google integration
Vega can get disconnected after a password reset. If your Google 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:
Go to the Integrations page
Click Remove to delete your Google integration
Add it back