Vega relies on agents. Agents have domain-specific, expert knowledge. They can be considered as Vega's sources. If a query requires special insights, Vega will activate one or more agents. They may gather information or trigger actions to make Vega's response more valuable. Agents are also leveraged by Vega's meeting and email features.
What' under the hood of the Vega chat?
You can see and access Vega's agents by clicking on the star-shaped icon appearing at the beginning of Vega's responses to your queries (right next to the 'copy text' icon) in the Vega chat of the web app. This feature provides transparency and helps you understand how Vega gathers information or triggers actions to prepare more valuable responses. Each time you send a query, one or more agents will be activated, and you'll be able to expand their card by clicking on the agent name.
Everyone has access to "What's under the hood". When no agents have been activated from the query, the agents will be greyed out.
The various agents at Vega's disposal were created specifically for advisor workflows. We're a hyper-focused AI software. Vega leverages the agents below to improve accuracy:
Vega can retrieve data related to your firm (Firm data agent), access the latest financial publications and news articles (News agent), and provide insights into the market and economy (Market data and Economic data agents).
Additionally, Vega can gather IRS information (IRS data agent) and act as its own user support agent for any questions you might have about how to use Vega (Support agent).
Vega can provide detailed contact information (Contacts agent), meeting information (Meetings agent) or assist with creating marketing content (Marketing content agent).
