The Vega email assistant helps you streamline your entire email workflow by drafting personalized responses, updating your CRM, creating tasks, thread summaries and more.
Here is what you can do with the Vega email assistant in Outlook:
Thread summary
Vega automatically generates summaries of email threads, highlighting key points from the conversation. This allows you to review important details without scrolling through lengthy exchanges. Summaries provide a concise overview, making it easier to catch up on past discussions or draft a response efficiently.
Draft creation
Vega generates email drafts based on your communication style, past interactions, and contact history. Drafts can be reviewed, edited, and refined with Vega before sending to ensure they align with your needs.
CRM notes
Vega allows you to capture key details from emails and save them as structured CRM notes. You can:
Extract key information from email conversations and store it as a CRM note.
Review and edit the note before submitting it to your CRM, including the subject, description, assignee, due date, linked contacts, and households.
Link notes to relevant contacts and accounts to maintain organized and accurate CRM records.
CRM tasks
Vega detects action items in emails and converts them into CRM tasks. You can:
Automatically create tasks from email conversations without manual data entry.
Review and edit task details before submission, including the subject, description, due date, status, priority, assignee, linked contacts, and households.
Ensure task synchronization by keeping CRM tasks updated as changes are made.
And more...
Beyond drafting emails and managing CRM updates, Vega helps you:
Query CRM data: Instantly retrieve client information and chat with it directly from your inbox.
Ensure compliance: Vega drafts emails, notes, and tasks using SEC-approved terms and compliant language.
Get started with Vega in Outlook
To start using Vega in Outlook:
Install the Vega email assistant (see our step-by-step guide).
Pin Vega in Outlook for quick access (see our easy tutorial)
Start using Vega to draft emails, log CRM notes, create tasks, and more!