The Vega chat has access to the Vega’s Centralized Knowledge™—encompassing advisor, client and firm knowledge, and third-party insights—making it a powerful tool for retrieving precise information and generating meaningful insights. To make the most of Vega’s capabilities, here are some best practices for crafting effective queries:
Be clear and specific: Frame your questions with precise details. For example, instead of asking, “What’s going on with the market?” try, “What are the recent trends in technology stocks?” Specifics help Vega pull the most relevant data.
Use contextual keywords: Include key details like client names, account types, or relevant dates when asking for information. A query like “Show recent interactions with Sarah Walters” gives Vega the context needed to quickly retrieve data from past email conversations, meeting notes and CRM profile.
Ask follow-up questions: Vega retains context within a conversation, so you can ask follow-up questions without rephrasing details. For instance, after asking about a client’s recent investment activities, you could follow up with, “What recommendations can I make based on their current strategy?”
Use action-oriented prompts: If you need Vega to perform a task, use action words to guide the response. For instance, “Draft a follow-up email to [client name] about their recent investment update” or “List key takeaways from the last meeting with [client name].”
By following these best practices, you’ll harness the full potential of Vega, the chat assistant, to enhance your workflow and deliver personalized, insightful client interactions.