Vega

Live

Customer success

Mon–Fri9:00 AM – 5:00 PMToneCalmEnglish

Checks in with existing accounts and books onboarding sessions, renewal calls and quarterly reviews before they slip.

Held, last 30 days

No-shows, last 30 days

Show rate

100%

Upcoming

0 on today's calendar

Identity

How the agent introduces itself and what it is responsible for.

Name

Role

What it doesOptional

Tone of voice

Language

Phone lineOptional

The number callers dial to reach this agent.

Channels and meetings

Where the agent listens and what it is allowed to put on the calendar.

Channels it answers

Meetings it can book

Onboarding sessionQuarterly reviewRenewal call

Availability

When the agent may schedule meetings, in your workspace time zone.

Working days

From

Until

Default length

Buffer between

Daily limit

Safeguards

Rules the agent follows before it shares details or confirms anything.

Ask for approval before bookingNew bookings wait in your queue until someone on your team approves them.Verify identityThe agent confirms the contact owns the email or phone number before sharing appointment details.Hide personal data in transcriptsPhone numbers, emails and card details are masked in every transcript and summary.

Coming up

The next bookings this agent owns.

All

Recent activity

All

Sent onboarding prep notes to Crescent Media ahead of Monday
AgentYesterday
Booked a quarterly review with Ethan Brooks from Copperleaf Studio
AgentYesterday
Renewal call with Priya Raman marked as held
SystemYesterday
Booked an onboarding session with Victor Huang from Ironclad Security
Agent2 days ago
Booked an onboarding session with Amara Nwosu from Bloom Pediatrics
Agent2 days ago
Onboarding session with Victor Huang marked as held
System2 days ago
Verified the account owner at Ironclad Security before onboarding
Agent2 days ago
Booked an onboarding session with Fatima Zahra from Crescent Media
Agent2 days ago