How do I set up Visualist with Vai?

Setting up with Vai is a conversation. Vai asks about your business, reads what you give it, and sets up Visualist’s tools for how you work. What it learns shows in About your business, where you can check and correct it.

Before you start

Setup works on every plan. Some tools need the Core plan or the Growth plan. Connect Gmail in Connected apps first if you want Vai to learn how you write from your email. See How do I connect integrations like Gmail, Google Drive, and Pinterest?.

Set up with Vai

1. Open Set up with Vai. Open Business Center from the rail. It opens on Set up with Vai.
2. Start the conversation. Choose a starter, such as Set up my business or Start with client emails, or type in Type or drop files.
3. Answer Vai and add what you have. Answer Vai’s questions. Drop in files such as a price list, a past proposal, or a client questionnaire, so Vai doesn’t have to ask.
4. Approve what Vai proposes. When Vai wants to publish something, such as a website, or invite someone, it asks first. Approve or decline it in the conversation.
5. Check your progress. Select About your business to confirm what Vai learned, and Toolkit to see which tools are set up.

Set up one tool or one area

• One tool. In Toolkit, find a tool under Not set up yet and select Set up with Vai. Vai starts the conversation with that tool. Some tools need an app first: Messages needs Gmail, and Bookings and Notetaker need Google Calendar.
• One area. In About your business, select the button on a card under Help Vai next. Vai asks about that area.

If something goes wrong

• You see Setup is for your own business. You’re working in someone else’s workspace. Select Switch to your workspace.
• The Toolkit or About your business says Couldn’t load your setup. Select Try again. Nothing was changed.
• About your business says Vai lost access to your Gmail. Reconnect Google in Connected apps.

For a tour of every Business Center tab, see What is the Business Center?.