Which plan do I need?

The Business Center is on every plan. Some tools in it, such as Messages, Concierge, and Bookings, and connecting Google or Pinterest, need the Core plan or the Growth plan. Websites need the Growth plan.

Where are integrations?

In the Business Center, under Connected apps.

Where are Emails, Meetings, Bookings, and Concierge?

Open Business Center, select Toolkit, find the tool, and select Open. Emails is listed as Messages and Meetings as Notetaker. Or press ⌘K (Ctrl+K on Windows) and type the name.

Does setting up with Vai use AI credits?

Normal setup is free. A very long setup conversation can start to use AI credits.

What is the Business Center?

Q: Can a team member use the Business Center?

In someone else's workspace, Set up with Vai, About your business, and Toolkit show Setup is for your own business. Each person sets up their own business in their own workspace.

Last verified 12 November 2026

Read time 3 min

Plans All plans

The short version

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.

The Business Center is where you set up your business in Visualist and open the tools you run it with. Select Business Center in the rail. It opens on Set up with Vai.

What you can do with it

Set up your business with Vai. Tell Vai about your business in a conversation, and it sets up what it can. See How do I set up Visualist with Vai?.
Check what Vai knows. Confirm, correct, or add facts about your business.
Open any tool. Find every Visualist tool in one list, and see which are set up.
Connect integrations. Connect Google, Pinterest, and WhatsApp. See How do I connect integrations like Gmail, Google Drive, and Pinterest?.
Run the money and web side. Manage client invoices, signature requests, and your website.

How it works

The Business Center has these tabs:

Set up with Vai: your setup conversation with Vai. Vai asks about your business and sets up tools as you go.
Toolkit: every tool, grouped under Not set up yet, Ready to use, Set up, and Coming soon. Search with Find a tool. A tool that’s ready shows Open. A tool that isn’t set up shows Set up with Vai, which starts that tool’s setup in the conversation.
About your business: what Vai knows, by area: what you offer, who you work with, how you write, your taste, your brand, how your projects run, what Vai does for you, and where you want the business to go. Each fact is under To check, Confirmed, or Not added yet. Help Vai next suggests what to fill in first.
Connected apps: your Google account (Gmail, Google Calendar, and Google Drive), Pinterest, and WhatsApp.
Invoices: the invoices you send clients.
Signatures: the documents you ask clients to sign.
Website: your website and link in bio.

The Toolkit, About your business, and Home all show the same setup progress, so a tool you set up in one place shows as set up everywhere.

Who can use it

The Business Center is on every plan. Each tool keeps its own plan: for example, Messages and Concierge are on the Core plan and the Growth plan, and websites are on the Growth plan. See What is included in each plan?.

Setup is for your own business. When you’re working in someone else’s workspace, Set up with Vai, About your business, and Toolkit show Setup is for your own business with Switch to your workspace.

Good to know

Tools without their own rail item open from Toolkit or with ⌘K (Ctrl+K on Windows). In Toolkit, Emails is listed as Messages and Meetings as Notetaker.

To start, see How do I set up Visualist with Vai?.

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