Skip to main content

Chat threads

See how to use chat threads in Vega to help you organize conversations by client, topic, or workflow

Updated this week

When everything happens inside one large conversation, that conversation gradually accumulates unrelated topics: client questions, market research, workflow setup, document analysis, and product support.

Over time, the conversation history becomes diluted. When the AI generates a response, it must interpret a large amount of mixed context.

Threads solve this problem.

Each thread maintains its own conversation history and focus. This allows Vega to reason within a clearer context, which increases the likelihood of generating more precise and relevant outputs.

In practice, this means you can maintain separate threads for:

  • a specific client

  • a document analysis

  • a research topic

  • a workflow you are building

Each thread becomes a focused workspace for that topic.


Thread in Vega

This Help Center article focuses on threads in the Vega chat, but the same concept also applies to the Vega Outlook plugin and the Vega Gmail assistant.

In those environments, each email conversation you open in your inbox already functions as a thread in Vega. When you interact with Vega in that email conversation, Vega uses the email thread as the context for the discussion.

The Vega chat

The Vega chat in the web platform allows you to create and manage multiple threads.

Each thread represents a focused conversation with Vega. You can return to a thread at any time and continue the discussion with the existing context already available.

This is particularly useful when working through multi-step tasks such as:

  • analyzing client documents

  • preparing a financial analysis

  • researching a planning topic

  • building CRM records from a conversation

Instead of restarting the context each time, the thread keeps the conversation organized.

You can create a new thread by clicking New at the top right of the Vega chat.

Push to Talk (PTT)

Vega also supports Push to Talk (PTT), which allows you to dictate your message instead of typing it.

Simply press and hold the space bar on your keyboard to start dictation.

This feature is designed to make conversations with Vega faster and more natural, especially when you want to ask longer questions or explain context in detail.

And the Push to Talk interface also comes with a pretty cool design!

Anywhere in Vega

You can open the Vega chat from anywhere in the platform.

You can open it in two ways:

1. Click the AI icon in the top right of your screen

This will open the latest thread you were using from the home page of the Vega web platform.

2. Click the (+) icon and select “New chat.”

This will open a new thread. If you are on a page such as a meeting page and clients are linked to that meeting, Vega will automatically link those clients to the thread.

When you open a thread from somewhere outside the dedicated Vega chat (for example from another page in Vega), Vega is aware of the page you are currently on. This context helps Vega interpret your request.

Features of the Vega chat and threads

Threads are not only about organizing conversations. They also allow you to interact with several Vega capabilities directly from the chat.

Link a client to a thread

You can link a client to a thread.

When a client is linked, Vega understands that the conversation relates to that specific person. This helps Vega retrieve the correct information when answering questions or creating records.

AI agents

When you interact with Vega in a thread, different AI agents may be activated depending on the request.

These agents allow Vega to retrieve and reason across different types of information, including:

Contacts

The Contacts agent retrieves client and prospect information from your CRM and past interactions. Vega can search across emails, notes, tasks, contact profiles, meetings, and transcripts.

Economic data

This agent retrieves macroeconomic information such as inflation, interest rates, employment data, GDP, and other indicators that influence financial planning.

Market data

This agent provides insights on markets, including asset class behavior, trends, historical performance, and market structure.

Web

The Web agent retrieves external information such as financial publications, regulatory content, and current news. It also activates specialized sources like IRS data for tax rules and contribution limits.

Firm data

This agent retrieves information stored about your firm, including processes, templates, preferences, and internal knowledge.

Support

The Support agent helps answer questions about Vega and can guide you on features, configuration, and troubleshooting.

For a deeper explanation of how AI agents work in Vega, see this Help Center article.

Analyze documents

You can attach files directly to a thread by clicking the paperclip icon at the bottom right of the Vega chat, next to the send button.

Vega can process and analyze those files as part of the conversation. This includes tasks such as:

  • summarizing documents

  • extracting key information

  • comparing multiple files

  • answering questions about a document

Common examples include tax returns, portfolio reports, and other financial documents.

Instant vs Thinking

At the bottom of the Vega chat, just below the message area, you can choose between Instant and Thinking.

Instant is the default mode. It is designed for speed and works well for most day-to-day questions, retrieval requests, and quick back-and-forth conversations.

You can also switch to Thinking when you want Vega to spend more time reasoning before responding. This mode is better suited for requests that require deeper analysis, more synthesis, or more careful interpretation.

Creation of objects

You can also ask Vega to create objects directly from the chat.

Depending on your setup, Vega can generate and prepare records such as:

  • notes

  • tasks

  • client profiles

  • appointments

  • other system objects

These objects can then be reviewed and synced to your CRM, or stored directly in Vega if you are not using a CRM with Vega.

For example, you could tell Vega:

“Create a note for Ben Lewis that he is traveling to Spain in two weeks, and create a task to reach out to him when he returns during the first week of April.”

Example of using a thread end-to-end

Here is a practical example of how a thread can be used as a complete workflow:

  1. You upload a client’s tax return into a thread and ask Vega to analyze it.

  2. You go back and forth with Vega to retrieve specific information, clarify certain items, and interpret the relevant details.

  3. Once the analysis is complete, the thread now contains a structured discussion about that client’s financial information.

  4. At that point, you can ask Vega to create a note summarizing the key takeaways from the conversation, and Vega can prepare that note for your CRM directly from the chat.

  5. The thread therefore becomes both a working conversation and a source of structured information that can feed into your systems.

Did this answer your question?