Set up your business with Vai.
The Business Center is where you set up the business side of Visualist with Vai. Fill in what Vai knows about your business, open any tool from the Toolkit, and connect apps such as Gmail.
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What is the Business Center? The Business Center is where you set up and run the business side of Visualist. Open it from the rail to set up your business with Vai, check what Vai knows, open any tool from the Toolkit, connect integrations in Connected apps, and manage Invoices, Signatures, and your Website. It's on every plan.
How do I set up Visualist with Vai? Open Business Center from the rail. It opens on Set up with Vai, where you tell Vai about your business by answering its questions, choosing a starter such as Set up my business, or dropping in files. Vai sets up tools as you go and asks before it publishes or invites anyone. Normal setup doesn't use AI credits. Also in: Getting started, Working with Vai
How do I set up Visualist for my business? Open Business Center from the rail and tell Vai about your business in Set up with Vai. Check what Vai learned in About your business, connect Gmail and your other apps in Connected apps, and add your logo and brand colors in Account settings, Brand. Setup works on every plan. Also in: Getting started
How do I connect integrations like Gmail, Google Drive, and Pinterest? Open Business Center from the rail and select Connected apps. Select Connect Google for Gmail, Google Calendar, and Google Drive, Connect on Pinterest, or Connect on WhatsApp to message Vai. Google and Pinterest need the Core plan or the Growth plan. Also in: Account and settings
Other categories
Getting started Set up Visualist and learn the basics. CRM Clients, contacts, sales pipeline, and client briefs. Design editor Designs, layouts, and image tools. Moodboards Create, arrange, and share moodboards. Lookbooks Build looks and lay out lookbooks. Files and Library Uploads, file types, search, and the Bin. Color palettes Save, edit, and reuse color palettes. Notes Briefs, meeting notes, and documents. Hubs and projects Hubs, the Wall, folders, and action items. Team and permissions Team members, Hub guests, roles, and share links. Messages and email Client email, Hub threads, drafts, and scheduled sends. Concierge and forms Questionnaires and client intake forms. Proposals and e-signatures Proposals, contracts, and e-signatures. Meetings and bookings Notetaker, meeting summaries, and bookings. Websites Websites, link in bio, and web addresses. Working with Vai Chat, About me, Skills, approvals, and what Vai reads. Browser extension Save images from the web to Visualist. Account and settings Profile, notifications, and integrations. Invoices and payments Client invoices, payment plans, Stripe, and fees. Billing and plans Plans, credits, invoices, and subscriptions.