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Vetta Brain on a record
Getting a call-ready brief on a contact in thirty seconds. Open the record's Vetta AI tab: Vetta Brain reads recent conversations, notes and meeting notes to give an overview, what they asked for and what to do next, plus Sentiment on how things are trending and Watchpoints for risks. Each suggestion becomes a task or note in one click, and History keeps every run. Start a new run with a window from a week to two months; longer uses a few more credits.
Transcript
Before a call, you want the whole story in thirty seconds. Open the record's Vetta AI tab. Vetta Brain reads recent conversations, notes and meeting notes, and gives you an overview, what they've asked for, and what to do next. Sentiment shows how things are trending, and where they could slip. Watchpoints flag the risks. And each suggestion turns into a task or a note with one click. History keeps every run, so you can look back at an earlier one. For a fresh read, start a new run and pick how far back it should look, from a week to two months. A longer window uses a few more credits. Then generate, and the new brief is ready in moments. Before each call, Alex asks Claude for a brief. Claude reads Sofia's history, saves a brief and a task. Claude, ChatGPT or any assistant you connect to Vetta works on your real workspace, so ask before every call, then give it bigger jobs. In Vetta, read the note on her record, then call.
Read the article: Vetta Brain: AI insights on every record