Chat / Actions
Say what needs to happen. It lands in your CRM.
Tell Vega what to do, out loud or in writing, and it builds the task, the note, or the update. You approve it, and it is written to the system it belongs in.
Log a note from the Chen call and set a task to send the updated IPS by Friday.
Chen call: confirmed the 60/40 target, wants to revisit college funding in Q3
Send updated IPS to Sarah Chen (due 03/28)
Describe the work, not where to click
Say it or type it
Dictate the follow-up on the walk back from the conference room, or type it in chat. Either way you describe what you want, not which form to open.
Tasks and notes, already filled in
A task with an owner and a due date, or a note logged to the right client and household, built from what you said rather than from a blank field.
Pushed to the system it belongs in
Vega writes to your CRM and the tools connected to it, so the record updates where your team already looks instead of living in a chat window.
Nothing is written until you approve it
Vega proposes; you confirm in one click. No record changes without you seeing exactly what it says first.
More in Chat
Client research
Instant answers about any client, from all your data.
Learn more →Document analysis
Upload statements and spreadsheets, get precise answers.
Learn more →Push-to-talk
Dictate anywhere in Vega instead of typing.
Learn more →File generation
ProAsk for a finished PowerPoint, PDF, Word, or Excel file.
Learn more →See Vega in action
Experience how Vega automates your daily workflows. Start your free trial or book a personalized demo.