Vee
Vee is Vertiqa's assistant — tell it what happened in plain words and it prepares the record changes for you to review and confirm.
Vee is the assistant built into Vertiqa. Instead of finding the right page and filling in a form, you tell Vee what happened — "Called Dana, she wants pricing, remind me to send it Monday" — and Vee prepares the changes: a logged call, a follow-up task, a moved deal. You look them over and tap Confirm. Nothing is saved until you confirm.
Want a hands-on tour? Open Help on your Home page and launch Getting started with Vee.
Where to find Vee
- Home — Vee is your Home page (Home in the Full-mode sidebar, Today in Simple mode). It opens on your day: how many things need you, a short Needs you today list, and your recent conversations with Vee.
- On any other page (Full mode) — the Vee panel on the right edge. Press ⌘J (Ctrl+J on Windows) or click Ask Vee on the rail to open it, and Esc to close it. When you're on a record — an account, contact, deal, task, meeting, or invoice — Vee knows which one, so "move this to Proposal" or "add a note here" just works.
The Vee & Agents item in the sidebar is something different: it opens the Agent Library, where background agents live.
What Vee can do
- Keep your CRM up to date — notes, calls, follow-up tasks, deal stages, won and lost, contact and account details, and new leads.
- Handle meetings — book, move, or cancel them, with the invitation or notice sent for you.
- Tidy invoices — change a draft invoice's due date, terms, or notes, or void one that was raised by mistake.
- Move project work along — mark tasks done, push due dates, put a project on hold.
- Update service requests — start, resolve, reopen, close, or change priority.
- Decide time off — approve, decline, or cancel requests you're allowed to decide.
- Answer "show me my open deals".
See Tell Vee to do things for everything you can say, and Vee workflows for step-by-step examples.
How a request works
- You say it — type it, or talk (see Talk to Vee). One message can cover several changes.
- Vee works it out — you'll see what it's doing (Looking up your records, Understanding the request, Choosing the changes). If something is ambiguous — two Danas — it asks which one.
- You review the plan — one card per change, showing exactly what will change (for example Move stage · Reyes renewal · Qualified → Proposal). Remove a card you don't want, or reply to fix one ("no, make it Thursday").
- You confirm — tap Confirm. The plan turns into a receipt with a link to every record it saved.
Cards that send something (a meeting invitation, a cancellation) say who will receive it. Cards that can't be undone say so in bold.
Your conversations
Every conversation is saved and titled from your first request. Use Conversation history (top left) to reopen one, + to start a new one, and the ⋯ menu to rename, pin, or archive the current one. Archived conversations are read-only until you restore them.
Home styles
Pick how Home looks with Home style (top right). The choice is remembered on this device.
| Style | Best for |
|---|---|
| Halo | Talking. A large orb starts a voice conversation; the plan appears below as numbered cards. Default in Full mode. |
| Studio | Desk work. Vee on the left, your day (Needs you today, Recently with Vee) on the right. |
| Simple | Field work and phones. One big talk button, big buttons for everything else, and Leave out on each card. Default in Simple mode. |
Who can use Vee
Everyone in your workspace can talk to Vee, but Vee can only change what you are allowed to change. If your role can't edit deals, Vee won't offer to move a deal; if you can't change records at all, Vee says "Your role can't change records through Vee." Your admin controls this through role permissions.
If you see "Vee conversations are not enabled for this organization," ask your workspace admin.
Experience Mode
- Full mode — Vee Home on Home, plus the right-rail panel and ⌘J on other pages. Live voice offers Standard or Premium quality.
- Simple mode — Vee Home on Today, defaulting to the Simple style. There's no right-rail panel; go to Today to talk to Vee. Live voice uses Standard quality.