Client data is only useful if it is structured, complete, and easy to access.
In practice, a lot of friction comes from:
missing contact records
incomplete household structures
information scattered across emails, notes, and memory
Contacts and households are the foundation of everything else in Vega.
They allow you to:
centralize client information
connect meetings, notes, tasks, and emails to the right people
maintain a clear view of relationships across households
ensure that all activity is tied to the correct context
When contacts and households are set up properly, everything downstream becomes more reliable: meeting prep, follow-ups, CRM updates, and collaboration across the team.
Contacts and households in Vega
In Vega, contacts represent individuals. Households represent how those individuals are grouped together.
This structure allows Vega to:
link people who belong together (families, couples, related entities)
aggregate activity across a household
keep both individual-level and household-level context available
For example:
a contact = Tom Everson
a household = Everson, Tom and Debbie
members = Tom, Debbie, children
This distinction becomes important when working with meetings, tasks, and notes, where context may apply to one individual or to the full household.
How to create contacts and households
There are several ways to create contacts and households in Vega, depending on where the information comes from.
Chat threads & Push-to-Talk (PTT)
You can also create contacts (and households soon) directly from a Vega chat thread.
For example, you can type or dictate (by pressing and holding the space bar on your keyboard):
“Create a contact for Tom Everson, born March 17, 1985, married, Senior Product Manager.”
Vega will generate the record with the relevant fields populated for your review.
This is one of the fastest ways to create records because you can describe them naturally instead of filling each field manually.
Manually
You can create a contact or a household manually by clicking the (+) button at the top right of the Vega web platform and selecting:
New contact
New household
This is useful when:
you already know the information
you want full control over the fields
the record is not coming from a meeting or email
Vega sidebar AI assistant
After a meeting, Vega generates post-meeting suggestions such as:
post-meeting summary notes
follow-up email
tasks
contact updates
However, there are situations where you want to create additional records that were not part of those suggestions.
This is where the Vega sidebar AI chat assistant on the meeting page becomes especially useful.
For example:
“Create contact records for Tom’s kids: Julia Everson (DOB: 3/17/2019) and Matt Everson (DOB: 9/6/2022).”
Vega will prepare those records so you can review and sync them to your CRM.
This allows you to turn what was said during a meeting into structured client data immediately, without leaving the meeting page.
Vega AI Email Assistant
Contacts and households can also be created from your inbox using the Vega AI Email Assistant (Vega Outlook plugin or Vega Gmail assistant).
For example, after receiving an email, you can ask Vega to:
create a new contact based on the sender
capture client information directly from the email
This is especially useful when new client relationships or introductions happen over email and you want to structure that information right away.
Managing contacts and households
Contacts and households list view
From the Contacts or Households page, you can filter records by:
name
user linked to the contact or household
team linked to the contact or household
This allows you to quickly find the right records and focus on the clients relevant to you or your team.
Inside a contact or household page
When you open a specific contact or household, Vega organizes the information into several sections.
Activity
This section shows all past interactions and activity related to the client or household.
This includes:
emails
notes
tasks
meetings
chat threads where the client is linked
This becomes the full history of the relationship.
Profile
This is where all structured information about the contact or household lives.
For a contact, this includes:
Personal information: first name, last name, nickname, gender, birth date, marital status
Contact information: email, phone, mailing address
Professional information: job title, occupation, etc.
Household: household name and links to other members
Additional information: background, important notes, personal interests, etc.
Financial information: investment objective, time horizon, risk tolerance, experience, gross annual income
For a household, the profile section is different. It focuses on:
household name and type
additional information
members of the household
Profile section inside a contact page
Notes
All notes linked to the contact or household.
Meetings
All meetings associated with the contact or household.
Emails
All emails associated with the contact or household.
Tasks
All tasks linked to the contact or household.
Access
This section defines which users and teams have access to the record. This is important for collaboration, ensuring that the right people can view and work on the same client data.
For households specifically, these sections (activity, notes, meetings, emails, tasks) reflect the combined activity of all members within that household.