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Getting Started
Sign up, run onboarding, start your trial and get your first sequence live.
3 articles
- Onboarding: your first hour in VettaWhat happens when you sign up: Vetta looks up your company, interviews you, builds your agent and sequence, finds first leads, and how the free trial works.9 min read
- Getting started with VettaFrom sign up to your first live sequence: onboarding builds your workspace, agent and first leads, then you connect a sender and publish.8 min read
- Registration & plan selectionHow to register your account, what happens in onboarding, how the 7-day free trial works and which plan levers to adjust.7 min read
Common questions 24
- Do I need a credit card for the free trial?
- My sequence says Draft and nothing is sending. Why?
- Why does my inbox look empty after connecting a mailbox?
- Why don't I see all my LinkedIn conversations?
- How do I import my existing contacts?
- Why won't the import let me continue?
- Where do I set how many messages a sequence sends per day?
- Can someone walk me through Vetta?
- Will I be charged when I enter my card?
- Vetta found the wrong company. What do I do?
- Why isn't my sequence sending after onboarding?
- What happens if I skip connecting my accounts?
- Does finding leads use my credits?
- How many buying signals do I need?
- Can I pick WhatsApp as a channel during onboarding?
- Can I change my answers later?
- I didn't get the verification email. What now?
- Is there more than one plan?
- When is my first payment taken?
- What happens when my credits run out?
- Does my Lead Scout agent stop when I have no credits?
- How much does it cost to add a teammate?
- Where can I see what I'm paying each month?
- Where are my invoices?
Concepts
Find your way around Vetta: the sidebar, what each part is for, and the notifications that keep you posted.
10 articles
The sidebar
- The workspace switcherThe workspace name at the top of the sidebar: switching between workspaces and collapsing the sidebar.2 min read
- Notifications in VettaWhat Vetta notifies you about: messages, pipeline updates, tasks, workflows, and how to choose email or in-app alerts in Settings.5 min read
- Duplicates, Pulse, Inbox and CalendarThe sidebar items you check every day: what Duplicates, Pulse, Inbox and Calendar show and where to learn more.2 min read
- Lead generationThe Lead generation section of the sidebar: Agents, which find and contact prospects, and Leads, the list of everyone not qualified yet.2 min read
- CRM entitiesThe CRM entities section of the sidebar: People, Companies, Opportunities, Tasks, Analytics and any custom entity your workspace adds.2 min read
- AutomationThe Automation section of the sidebar: Workflows, which run work when something happens, and Sequences, which send multi-step outreach.2 min read
- PipelinesThe Pipelines section of the sidebar: every pipeline in your workspace, the entity tag beside it, and the + to create one.2 min read
- Resources and SettingsThe bottom of the sidebar: the Resources menu, Settings, and the Getting started card during your trial.2 min read
Common questions 51
- Where is my inbox?
- Where are the leads my agent found?
- Can I hide the parts of the sidebar I don't use?
- How do I find a record quickly?
- Where are my settings?
- What's the difference between CRM entities and Pipelines?
- Why don't new LinkedIn or WhatsApp messages show in the notification drawer?
- How do I stop getting notification emails?
- How do I clear the unread count?
- A sequence step failed. What do I do?
- What does "Platform Rate Limit Reached" mean?
- Will I be notified when a workflow fails?
- Why did I get a "Contact merge" notification?
- Which notifications should I keep on?
- What's the difference between a workflow and a sequence?
- What can start a workflow?
- Which channels can a sequence send on?
- Where do I create a new sequence?
- What happens when I click People, Companies or Opportunities?
- Where are Notes? I don't see them in the sidebar
- Why is a company missing from the Companies page?
- Can I add my own entity to this section?
- What is Analytics?
- What does the number on Duplicates mean?
- What's in Pulse?
- What's in Inbox?
- Why is my Calendar empty?
- What's the difference between Agents and Leads?
- When does a lead become a person in People?
- Do promoted leads disappear from the Leads list?
- Where do I create a new agent?
- What does the tag next to a pipeline mean?
- What happens when I click a pipeline?
- How do I create a new pipeline?
- Why isn't my pipeline listed when I add records to a pipeline?
- Can a record be in the same pipeline twice?
- How do I run the in-app tour again?
- Where are the video tutorials?
- Where do I connect my email, LinkedIn or WhatsApp?
- Where do I add teammates and set their roles?
- What is the Getting started card, and why is it counting down?
- What is the name at the top of the sidebar?
- How do I switch to another workspace?
- Are records shared between my workspaces?
- How do I rename my workspace?
- How do I create a second workspace?
- My sidebar disappeared. How do I get it back?
- How do I search for a record?
- What's the number in the top bar?
- How do I open a page without losing the one I'm on?
- What can I ask Ask Vetta?
Data Model
Entities, fields and relations, the difference between leads and people, and keeping records free of duplicates.
4 articles
- Understanding the Vetta data modelHow Vetta structures your sales data: People and Leads, Companies, Opportunities, Tasks, Notes and pipelines, and how they relate to each other.8 min read
- Managing entitiesUnderstand entities and records in Vetta, find them in Settings, and create a custom entity with its own fields and relations.6 min read
- Managing fieldsConfigure standard and custom fields on People, Companies, Opportunities, pipelines and custom entities, and tag records without a tags field.6 min read
- Managing duplicates and merging recordsHow Vetta avoids duplicates at import, finds them with a nightly scan, and lets you merge, dismiss or restore duplicate groups safely.6 min read
Common questions 32
- Can I undo a merge?
- Why won't my import continue?
- Why did my import create a duplicate instead of updating the record?
- How often does Vetta look for duplicates?
- What do High, Medium and Low confidence mean?
- Which record survives a merge?
- What happens to the other records' emails, notes and deals?
- What if two records aren't really the same person?
- What's the difference between an entity and a record?
- Where can I see every entity in my workspace?
- How do I create a custom entity?
- Should I create a custom entity or a pipeline?
- How do I link my custom entity's records to a company?
- What's the difference between "Belongs to one" and "Has many"?
- Where are Notes? They're not under CRM entities
- Can a custom entity have views, workflows and API access?
- Can I delete a standard field like Job Title or City?
- Does hiding a field delete its data?
- How do I add a custom field?
- How do I add a field to a pipeline?
- Select, Multi-select or Status: which one do I need?
- Why can't I create a Kanban board on my entity?
- How do I tag records?
- Why does my filter for "partner" also show "partners"?
- Why is someone on the Leads page not in People?
- Do promoted leads disappear from Leads?
- Why is a company missing from the Companies page?
- Why are my LinkedIn contacts on neither list?
- How do I promote a lead to People?
- Can I undo a promotion?
- Should I use an opportunity or a pipeline?
- Is there a limit on how many leads I can have?
Communications
The Unified Inbox, and the email, calendar, LinkedIn and WhatsApp accounts that feed it.
9 articles
Inbox
- Understanding the Vetta Unified InboxOne list for your email, WhatsApp and LinkedIn conversations, connected to your CRM records, and what to check when a conversation is missing.11 min read
- Managing conversationsReply to email, WhatsApp and LinkedIn messages, review and send AI drafts, and keep every thread organised with favourites, archive and bulk actions.6 min read
- Linking conversations to CRM recordsAdd contacts to People from any conversation, match threads to existing records, update stages from the inbox, and turn messages into CRM data.5 min read
- Managing LinkedIn conversations and engagement in VettaReply to LinkedIn and Sales Navigator messages, send InMails, run LinkedIn steps in sequences, and push profiles into Vetta with the Chrome extension.6 min read
- Managing personal or unsynced conversationsKeep personal threads out of your CRM, and know the difference between Unsync, Archive and deleting a person in the Vetta inbox.5 min read
- Using inbox filters, views, and collaboration in VettaFilter conversations by channel, section, sequence and date, find any thread with search, and share accounts and conversations with your team.8 min read
Channels and calendars
- Integrate your email & calendarConnect Gmail, Outlook or any IMAP mailbox to Vetta, choose who becomes a contact and what your team can read, and fix a mailbox that stops syncing.7 min read
- LinkedIn CRM integrationConnect your LinkedIn account to Vetta, choose which conversations come in and what teammates can read, and reconnect an account safely.8 min read
- WhatsApp CRM integrationLink your WhatsApp number to Vetta, choose which chats come in and what teammates can read, and turn real conversations into CRM records.6 min read
Common questions 73
- Why is my inbox empty after I connected my mailbox?
- What does Contact auto-creation do?
- Why wasn't a contact created for someone I emailed?
- Who can read my emails?
- Does an IMAP/SMTP mailbox sync my calendar?
- How do I reconnect a mailbox that shows Sync failed?
- Will I lose my emails if I remove the account and add it again?
- I deleted a person and they came back. Why?
- Why are conversations missing after I connected LinkedIn?
- What's the difference between Everything and Selected?
- Does Everything mode put everyone I talk to into People?
- Who can read my LinkedIn messages?
- How do I reconnect a LinkedIn account that shows Sync failed?
- Can I reconnect with a different LinkedIn account?
- Do I need a separate connection for Sales Navigator?
- Can LinkedIn restrict my account because of Vetta?
- How do I add a contact from a conversation to my CRM?
- The person is already in my CRM, so why isn't the conversation on their record?
- Will Add to people create a duplicate if the person already exists?
- Can I change the lead's stage without opening the record?
- Can I add the contact to a new deal or pipeline from the inbox?
- Why did the lead's stage change by itself?
- What happens to the conversation if I remove the person from People?
- Where does the conversation show once the person is tracked?
- How do I know which account my reply goes out from?
- Will Vetta send an AI draft without me?
- How do I find every conversation with a draft waiting for me?
- Can I change the sentiment tag on a thread?
- Why doesn't a reply have a sentiment tag?
- Where did my archived conversation go?
- What does Un Sync do to a conversation?
- Can I share several conversations at once?
- Why aren't all my LinkedIn conversations in Vetta?
- Do I need to connect Sales Navigator separately?
- Why does the composer say InMail not available?
- Does an InMail cost credits?
- Where do I set daily LinkedIn limits?
- Can LinkedIn restrict my account because of Vetta?
- Do messages I send by hand on LinkedIn count toward Vetta's limits?
- Does Vetta sync my Sales Navigator lists automatically?
- How do I keep personal chats out of my CRM?
- What's the difference between Un Sync and Archive?
- If I remove someone from People, do I lose the conversation?
- I deleted a person and they came back. Why?
- Can I restore a person I deleted by mistake?
- Can I track a contact again after unsyncing them?
- Can I unsync several threads at once?
- Why is my inbox empty after I connected an account?
- How long does the first import take after I connect an account?
- Why is one conversation missing when the others show?
- Who can see my messages?
- What's the difference between Everything and Selected?
- What does Contact auto-creation do?
- How do I reconnect an account that shows Sync failed?
- Can I change a lead's stage without leaving the inbox?
- Does Vetta send AI replies on its own?
- Why does my inbox look emptier than I expect?
- What does Hide in-progress outbounds do?
- Why don't I see Synced (Not in People) in the Email tab?
- Who can see my conversations?
- How do I let a teammate reply from my mailbox without giving them my password?
- Can an admin share my account with someone else?
- When a teammate replies from my shared account, who does the contact see as the sender?
- How do I ask for access to a conversation I can't open?
- Why don't all my WhatsApp chats show in Vetta?
- What's the difference between Everything and Selected?
- Will my personal chats end up in the CRM?
- Who can read my WhatsApp messages?
- Can I connect a WhatsApp Business number?
- The QR code expired before I could scan it. What now?
- How do I reconnect a number that shows Sync failed?
- Can a teammate answer from my WhatsApp number?
- Is this the same as Vetta AI on WhatsApp?
Lead Generation
Lead Scout agents that find and qualify your ideal buyers, and the leads they bring in.
8 articles
Agents
- Understanding Vetta agentsHow a Lead Scout agent finds leads from LinkedIn signals, checks them against your ICP, and runs them through its own sequence, with AI variables writing every message.7 min read
- Setting up a Lead Scout agentCreate an agent in Vetta: give it a name, a goal and business context, pick where it finds leads, choose its signals, define your ICP, then switch it on.8 min read
- Working with the agent's sequenceEvery Lead Scout agent runs its own sequence in Vetta: how its flow is laid out, from the ICP check and lead insights to the AI-written messages, and how to edit a step safely.8 min read
- Tuning AI messages with skill filesSkill files are the business context documents your AI variables follow in Vetta. How to edit them, what to put in them (voice, proofs, case studies) and how to draft them with ChatGPT or Claude.6 min read
- Previewing and regenerating messagesCheck what an agent will send before it sends it: generate a live preview of a lead's messages in Vetta, review each step, and regenerate after changing a skill file or prompt.6 min read
- Agent sequence view or sequence canvasHow the simple sequence view inside a Lead Scout agent and the sequence canvas relate: one sequence, two ways to work with it, and when to use each.3 min read
Leads
- Reviewing your agent's leadsJudge the leads a Lead Scout agent finds in Vetta: the leads table and Kanban, the dual score for ICP fit and signal (each out of 5), the last signal that surfaced each lead, and its stage.7 min read
- Data enrichmentFill missing emails, phones and LinkedIn data in bulk, inside sequences and in workflows, with the credit cost shown before every run.9 min read
Common questions 63
- Is an agent's sequence a different thing from a sequence on the canvas?
- Which one should I start with?
- Can I edit an agent's sequence on the canvas?
- Do I need an agent to use sequences?
- What do credits pay for?
- Will I be charged again for data a record already has?
- What happens when I run out of credits?
- Do top-up credits expire?
- Can a sequence find an email right before it sends?
- What happens if enrichment finds nothing before a step?
- Can I use my own data provider?
- Where do I see what a run will cost before it starts?
- How many credits does each enrichment option cost?
- Does previewing cost credits?
- Are the preview drafts what the lead will actually receive?
- Can I change one message for one lead by hand?
- Why does the preview say "This lead did not qualify"?
- I changed the prompt. Why does the preview still show the old text?
- Does Regenerate use credits?
- Can I preview a sequence I built myself, not an agent?
- What does "Add Missing Details" mean on a lead?
- Where do I see the leads from all my agents in one place?
- What do the F and S scores mean?
- I changed my ICP. Why didn't the scores change?
- Can I change a lead's ICP or signal score by hand?
- Why did the agent skip someone I know is in my market?
- When does a lead move to People?
- Does removing a lead from an agent delete them?
- Why doesn't a lead's message mention anything they said?
- Can I export the leads?
- How many signals should an agent have?
- How often does an agent scan its signals?
- Why isn't my agent finding any leads?
- Are the leads in the preview kept, and do they cost anything?
- Is a second signal-based agent included in my plan?
- Can I change the signals or the ICP after the agent is running?
- I removed a signal by mistake. Can I get it back?
- Why do the "People engaging with you" signals need a connected LinkedIn account?
- Does clicking Activate start sending messages right away?
- Where do I edit a skill file?
- I changed the skill file. Why do the messages look the same?
- Will editing one skill file change my other sequences too?
- How do I find which skill file a variable uses?
- What goes in the skill file and what goes in the prompt?
- Can I use ChatGPT or Claude to write the skill file?
- Should I pause the agent while I edit the skill file?
- Can I change a message that has already been sent?
- Does a Lead Scout agent use credits to find leads?
- What happens to the leads if I delete an agent?
- Does an agent stop on its own?
- Can I pause the outreach without stopping the lead search?
- When does an agent's lead show up in People?
- Do I need LinkedIn signals to use an agent?
- Where do I change the messages an agent sends?
- What do the Scout and Sequence dots under an agent's name mean?
- Why can't I edit the steps of my agent's sequence?
- Why can't I delete or reorder a step?
- What happens to leads already in the sequence when I edit a step?
- Where are the daily limits for my agent set?
- Why does a lead show "ICP filtered out"?
- I set the cutoff to 2 and nobody was dropped. Why?
- Does changing a prompt or skill file update messages that are already written?
- What happens when a lead replies?
Outreach
Multi-step sequences across email, LinkedIn and WhatsApp, personalisation and deliverability.
10 articles
Sequences
- Understanding multi-channel sequencesVetta Sequences automate coordinated outreach across Email, LinkedIn, and WhatsApp using steps, conditions, and AI: all in a visual flow builder.6 min read
- Creating your first sequenceA step-by-step guide to naming, designing, configuring, publishing, and enrolling contacts in your first Vetta sequence.8 min read
- Designing flow with conditionsConditions are decision points that evaluate contact data and engagement, creating intelligent branching paths in your sequences.6 min read
- Configuring communication stepsHow to configure Email, LinkedIn, and WhatsApp message steps in Vetta sequences: timing, senders, personalisation, and sending limits.9 min read
- Using personalization & messagingHow to use variables, spintax, AI-written messages, and conditional routing to increase reply rates across email, LinkedIn, and WhatsApp sequences.7 min read
- Setting up AI variablesHow AI variables write each message in Vetta agents and sequences: the AI Message Settings page, the prompt, the channel, the Input sources including custom CRM columns, and skill files.8 min read
- Publishing & managing sequencesPublish a Vetta sequence, edit it safely while it runs, duplicate it to restructure, and pause, resume or remove individual leads.11 min read
- Monitoring & optimizing resultsTrack sequence performance with Vetta's campaign metrics, see results per sender, read reply sentiment, fix failed sends, and compare versions.9 min read
Deliverability
- Mailbox warm-up and deliverabilityUse Vetta's outbound infrastructure of managed domains, mailboxes, and the warm-up network to build sender reputation before scaling cold email.7 min read
- Enable SMTP AUTH in Microsoft 365Turn on Authenticated SMTP for a Microsoft 365 mailbox so Vetta can warm it up or send over SMTP: admin center steps, PowerShell fallback, and the usual blockers.7 min read
Common questions 84
- What are the sending limits and where do I set them?
- What are the recommended daily sending limits for each channel?
- Can I set a lower limit for one sequence?
- Why did sending stop partway through the day?
- How does Priority for Owner pick the sender?
- Do the limits count messages I send by hand?
- Can I message LinkedIn contacts I'm not connected with?
- Should I add a note to connection requests?
- Why isn't my WhatsApp step sending?
- Where does the email signature come from?
- Does anything send before I publish?
- Can I edit a sequence after it's published?
- Why can't I delete or reorder steps anymore?
- Where are the sending limits set, and are they per sequence?
- Why didn't my leads start after I added them?
- What happens if a contact has no email address?
- Which account sends each email?
- Should I turn off open and click tracking?
- What's the difference between a data check and a waiting condition?
- Why did every contact go down the No branch?
- Why isn't my Opened Email condition working?
- Why does Has LinkedIn Connection need a View LinkedIn Profile step before it?
- Can I add or move a condition after the sequence is published?
- Does the Enrich step have Yes and No branches?
- Can an Opened Email Yes be wrong?
- How do I branch on one of my own fields?
- Do I need SMTP AUTH if I connected the mailbox with Microsoft sign-in?
- Do I have to do this for every mailbox?
- Does enabling SMTP AUTH weaken our security?
- I enabled it and sending still fails. What now?
- Does this affect the mailbox's normal Outlook use?
- Who can turn on Authenticated SMTP?
- Why is the Authenticated SMTP box greyed out?
- I bought Microsoft 365 through a reseller and can't find the setting. Where is it?
- Can I warm up a mailbox I didn't buy through Vetta?
- How long should I warm up a mailbox before sending?
- Why shouldn't I send cold email from my main company domain?
- How do I know if my emails land in spam?
- Does removing a mailbox from warm-up delete it?
- How many mailbox slots do I need?
- How many emails a day can a newly warmed mailbox send?
- How do I send more email without hurting deliverability?
- Why is one mailbox delivering less than the others?
- Can I see results for each rep?
- Why is my email open rate so high?
- Does Vetta have A/B testing?
- Why did a send fail, and how do I retry it?
- What does "Message not sent" mean?
- Where do I see at which step contacts drop off?
- Why did a lead's stage change to Neutral Reply?
- Which parts of a sequence use credits?
- Can I edit a sequence while it is running?
- Will leads who already got a step receive it again after I edit it?
- How do I delete or reorder steps in a published sequence?
- What does Move unfinished leads do when I duplicate a sequence?
- What happens to leads already in progress when I disable and re-publish?
- Why did someone who finished the sequence get a new message?
- Why did a send fail, and how do I retry it?
- How do I stop one lead without stopping the whole sequence?
- Does a reply stop the lead's sequence?
- Where do I find AI Message Settings?
- What's the fastest way to set up AI messages for a whole sequence?
- Can the AI write the subject line too?
- How do I give the AI data from my own CRM fields?
- Why doesn't the AI mention the lead's LinkedIn post?
- I changed the prompt. Why did the messages stay the same?
- Do AI variables use credits, and what happens if I run out?
- How does the AI avoid repeating the opener in a follow-up?
- Where do I find Sequences?
- What's the difference between a sequence and a workflow?
- Do I need a separate step for AI-written messages?
- What happens when a contact replies?
- Can I send a LinkedIn message to someone I'm not connected with?
- What are the sending limits and where are they set?
- What does the Enrich step do if it can't find the data?
- Can I delete the Start node?
- What happens if a contact is missing a value my message uses?
- Can I use my custom fields in a message?
- Can I personalise the subject line?
- Can I A/B test my messages?
- Does spintax tell me which variant performed best?
- Do AI-written messages use credits?
- Do I have to let the AI write the whole message?
- How do I send different messages to different segments?
CRM
People, companies, opportunities and pipelines: working records in tables, boards and record pages.
4 articles
- Managing records in table viewCreate, import, edit and export records in Vetta's table view, and act on many contacts or deals at once.6 min read
- Managing records in detailed viewNavigate the record page to see fields, conversations, highlights, notes, tasks, meetings, and Vetta's AI insights in one place.4 min read
- Managing viewsCreate, save, and organise Table and Board views to explore your CRM records from any combination of filters, sorts, and groups.8 min read
- Working with pipelinesCreate pipelines on People, Companies or Opportunities for any process, change their stages and fields, and move records through them.8 min read
Common questions 32
- How do I open a record's page?
- How do I edit a field on a record?
- Where do I see a contact's emails and LinkedIn messages?
- Where are the notes and tasks for a record?
- How do I add a record to a pipeline from its page?
- What's in the Vetta AI tab?
- Can I attach a proposal or other file to a record?
- How do I bring a teammate into a record?
- How do I import a spreadsheet?
- Why is Next Step greyed out in the import?
- Why did my imported contacts land in People instead of Leads?
- Why did Validate data flag some rows?
- How do I edit many records at once?
- How do I add several people to a sequence, agent or pipeline?
- How do I export my records?
- When should I use the table and when the Kanban?
- How do I save my filters as a view?
- I changed a saved view. How do I keep the change?
- Are my views private?
- Can I delete the All view?
- Why can't I create a Kanban board?
- What's the difference between And and Or in filters?
- How do I filter people by their company's industry?
- How do I make a view open by default or pin it in the sidebar?
- Can the same person be in a pipeline twice?
- What happens to records when I rename or remove a stage?
- Can I build a pipeline on opportunities?
- Should I create an opportunity or a pipeline?
- How do I add or rename a stage?
- Why isn't my pipeline listed under Add to Pipeline?
- How do I show the total deal value at the top of a column?
- How do I delete a pipeline?
Workflow Automations
Automate work across your CRM with triggers, logic, actions and AI agents.
9 articles
- Understanding Vetta workflowsVetta workflows automate work across your CRM, pipelines and outreach: a trigger starts them, logic decides the path, and actions do the work.9 min read
- Triggering workflows in VettaStart your automations at the right moment with record and pipeline triggers, manual launches, schedules, webhooks, sequence steps and enrichment.8 min read
- Setting workflow actions in VettaConfigure record, task and pipeline steps, sequence and agent enrollment, AI agents, calculations, enrichment and HTTP requests inside your workflows.9 min read
- Leveraging workflow logic: filters, conditions and branchingUse filters, Continue only if, If / Else, Switch, Iterator and Delay so your Vetta workflows treat each record the right way.7 min read
- Creating your first workflow in VettaBuild your first Vetta automation step by step: create the workflow, choose who triggers it, add a trigger and actions, then activate it.7 min read
- Monitoring workflow runs and versionsTrack every workflow run, debug and re-run failures, and manage draft, active and archived versions so your Vetta automations stay reliable.7 min read
- Example workflow automationsReady-to-build Vetta workflow recipes: routing, sequence enrollment, enrichment from any data provider, deal handoff, AI scoring and more.8 min read
- Variable expressionsUse variables and expression blocks in Vetta workflows and sequences to personalise messages, format text, do maths, work with dates, phone numbers and more.11 min read
- AI agents in workflowsThe AI Agent step returns named answers from a prompt; the AI CRM Agent reads a record and its linked data and writes to the fields you choose.9 min read
Common questions 81
- Which should I use, AI Agent or AI CRM Agent?
- Why didn't the AI Agent step change my record?
- How do I give the AI knowledge about my product?
- Can the agent look things up on the web?
- Can the AI write a value that isn't one of my select options?
- Why did the agent leave a field empty, and how do I see why?
- How much does the AI CRM Agent cost?
- How do I keep AI costs down?
- How much does the AI Agent step (not the CRM one) cost per run?
- Which AI model do the agent steps use, and can I choose it?
- Why isn't my workflow doing anything?
- Why can't I see the Activate button?
- How do I test a workflow before letting it run on my whole database?
- What does "N members will trigger workflow" mean?
- Do I have to build from scratch?
- How do I use the new contact's data in a step?
- What happens if I edit a workflow after activating it?
- How do I stop a workflow?
- Can I duplicate an existing workflow, or copy one to another workspace?
- Which roles or permissions are needed to create and activate workflows?
- Do I need an integration to use my own data provider in Vetta?
- Is my provider's API key safe inside a workflow?
- How do I stop the workflow writing empty values when the provider finds nothing?
- What happens if the sequence I enroll people into isn't active yet?
- How do I make the stage workflow run only when the stage changes?
- How do I route contacts into more than two sequences?
- Why does the thank-you workflow create only one task?
- Do I need a workflow to stop a sequence when someone replies?
- Can I save one of these recipes as a template or share it with another workspace?
- What's the difference between a Filter step and Continue only if?
- Why does my run show as completed when the later steps never ran?
- How do I write a condition that accepts either of two values?
- When should I use Switch instead of If / Else?
- What happens to records that match no Switch case?
- Why does my Iterator only run once?
- How do I wait a few days before the next step?
- How can I see which path a record actually took?
- Why did my run fail, and how do I find the step that broke?
- Can I re-run a failed run without repeating the steps that worked?
- Why does my run show as completed but the field it wrote is blank?
- Why do all the variables show null in the editor?
- Can I test a workflow without running it for real?
- What happens to the live version when I publish a new one?
- How do I roll back to an earlier version?
- How do I throw away edits I don't want?
- Does a run that is already in progress finish on the old version when I activate a new one?
- What failure threshold puts a workflow in the Needs attention panel?
- Can a workflow send an email, WhatsApp or LinkedIn message?
- Why does Add to Sequence Campaign show a warning?
- What happens if I add people to a sequence that isn't active yet?
- Why does Search Records return only one record?
- What's the difference between Add to Sequence Campaign and Add to Agent?
- Will Enrich data overwrite values I already have?
- How do I test an HTTP Request before the workflow goes live?
- Where does a Form step show up for the person who has to fill it in?
- Can a workflow notify a teammate directly, for example by email or Slack, when something happens?
- Why didn't my workflow run when I updated a record?
- Does a Record is updated trigger fire again when the workflow itself updates the same record, and how do I avoid a loop?
- Why does the workflow fire for some teammates' changes but not others?
- Can a workflow have more than one trigger?
- How do I run a workflow on records I pick myself?
- Why did my scheduled workflow run at the wrong time?
- Why does my webhook trigger bring in no data?
- Can I start a workflow from inside a sequence?
- Can a workflow run when enrichment finds nothing?
- Where do I find workflows in Vetta?
- Why isn't my workflow running?
- Can a workflow have more than one trigger?
- Can a workflow send an email or a LinkedIn message?
- What happens to a live workflow when I edit it?
- How do I make a workflow run only for some records?
- Can a workflow act on a contact's company or the people at a deal's company?
- Is there a limit on how many workflows or runs a workspace can have?
- Why is my variable blank in the step or message?
- Why does my expression come out blank when the syntax looks right?
- Why do variables show null in the editor?
- Why did my field clear when I switched it to Expression?
- Can I use expressions in sequence messages as well as workflows?
- How do I show a deal amount in dollars instead of micros?
- Why does my phone number expression fail on some contacts?
- Can I call an API or use a library inside an expression?
AI Features
Ask Vetta, Vetta Brain, business context, meeting notes and Vetta on WhatsApp.
5 articles
- Ask VettaChat with your CRM in plain language: ask questions, mention records with @, keep every chat in History, and use Vetta from ChatGPT or Claude.6 min read
- Vetta Brain: AI insights on every recordVetta Brain reads a record's conversations, notes and meeting notes and turns them into insights, sentiment, watchpoints and next steps you apply with a click.5 min read
- Business context and AI SkillsTeach Vetta's AI your product, positioning and playbooks once, with business context files, AI Skills and workspace instructions, so every draft gets sharper.7 min read
- AI Meeting NotesConnect Fathom to Vetta and every recorded meeting becomes a CRM record with summary, transcript and action items, linked to the right people automatically.5 min read
- Vetta WhatsApp agentConnect your WhatsApp to Vetta and manage your entire CRM. Create records, update deals, and get insights directly from chat on your phone.6 min read
Common questions 41
- Where do I find Vetta Brain?
- Does Vetta Brain change my deals automatically?
- Can the insights be wrong?
- Why does a record say there is no recent activity?
- How many credits does a run cost?
- What happens when I run out of credits?
- Can I see previous runs?
- What happened to the deal score?
- Which meeting recorders work with Vetta?
- How do I bring in meetings recorded before I connected Fathom?
- Why isn't a meeting showing on a contact's record?
- Where do I find all my meeting notes?
- Can a sequence stop when a meeting happens?
- Can action items become tasks?
- Does Vetta Brain read my meeting notes?
- Can I delete a meeting note, or stop one meeting from syncing into Vetta?
- Where do I find Ask Vetta?
- Does Ask Vetta use credits?
- How do I make sure it uses the right record?
- Can Ask Vetta read my inbox conversations?
- Can I trust what it writes?
- Which AI assistants can connect to Vetta?
- How do I connect Vetta to Claude or ChatGPT?
- Can I get back to an old chat?
- Why does an answer seem influenced by an earlier question?
- Where do I upload my product docs for the AI?
- What's the difference between a business context file and an AI Skill?
- How do I make AI reply use my business context?
- Why did editing one file change my other sequences?
- I edited a context file, but the messages already written didn't change. Why?
- Where do I set instructions that apply to every Ask Vetta chat?
- Can I turn a skill off without deleting it?
- What should a context file contain?
- Is this the same as syncing my WhatsApp chats into the inbox?
- Why does Vetta answer with an error or "nothing found"?
- Can I send a photo of a business card?
- Does a voice note save straight away?
- How do I switch workspaces from WhatsApp?
- Why is Vetta mixing up my requests?
- How do I change the linked phone number?
- How can I tell a contact was created from a business card?
Pulse
Dashboards, charts and funnels for tracking sales performance.
1 article
Common questions 8
Workspace, Admin & Integrations
Roles and permissions, API keys, webhooks and connecting the rest of your stack.
2 articles
- Roles and permissionsDefine user roles with a per-object permission matrix, scope whose records people see with visibility groups, and control exactly what each team member can do.6 min read
- API keys and webhooksCreate API keys for programmatic access, configure webhooks for real-time event notifications, and explore the REST and GraphQL playgrounds.5 min read
Common questions 18
- I lost my API key. Can I see it again?
- Does an API key expire?
- What happens when I regenerate a key?
- Can I try the API without writing code?
- Why does the playground say "Failed to validate API key"?
- Are webhooks included in my plan?
- How do I check a webhook really came from Vetta?
- Should I use a webhook or a workflow?
- Is there a rate limit on the API?
- What's the difference between a role and a visibility group?
- What does Restricted mean?
- Can I stop members from deleting records?
- Why can't I edit the permission matrix?
- What can the Guest role see and do?
- Does a role control who can read my inbox?
- How do I change a member's role?
- Why does a member still show as Invited?
- Do AI agents follow roles too?
Can’t find what you need?
Write to the team. We reply the same business day (9:00 to 17:00 CET, Monday to Friday), and the answer often becomes the next article here.