Vega can draft responses to clients and prospects and directly add them to your draft emails folder in Outlook or Gmail.
This powerful feature has been part of Vega for a while, but how does it actually work? Let's address the two questions advisors frequently ask the Vega team:
How/when does Vega decide to draft a response?
How does Vega continuously improve its draft emails?
Vega is not a single-use AI tool; it’s an AI associate advisor that silently handles your tedious tasks, including your email replies.
Vega works seamlessly in the background, requiring no action from you. Well, almost none.
To fully leverage this feature, you just need to connect your email client (Google or Outlook) to the Vega app. Instead of starting from a blank page when responding to client emails, you can now start from Vega’s draft before editing it and sending your response to your contact.
Understand Vega, the email ghostwriter
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.