How do I find my way around Visualist?

Last verified 12 November 2026
Read time 3 min
Plans All plans
The short version

The rail on the left opens Home, People, Library, Business Center, your Hubs, and Vai, with Notifications, Help, and Account settings at the bottom. Tools without a rail item, such as Emails, Meetings, Bookings, and Concierge, open from Business Center, Toolkit, or with ⌘K.

Visualist has a rail down the left side, a top bar, and a command menu you open with ⌘K. Inside a Hub, a second rail lists the Hub’s tabs.

The rail

From top to bottom:

  • Home: where you start each day, with what needs you. See What’s on Home?.
  • People: your CRM, with every client and contact, and your Pipeline of inquiries.
  • Library: everything you’ve made or saved, with a tab for each type.
  • Business Center: where you set up your business with Vai, open any tool from Toolkit, connect apps, and set up Routines. See What is the Business Center?.
  • Your Hubs: up to five Hub tiles, pinned Hubs first, then your most recent. Select +N (All Hubs) for the rest. See How do I pin a Hub to the rail?.
  • Vai: the Vai page, with Chat, Usage, Skills, and Settings. See What can Vai do?.

At the bottom:

  • The Power-ups checklist. Select View all power-ups to see every pack. See How do I use Power-ups to earn free AI credits?.
  • Notifications: everything that happened in your work, with a dot for unread updates.
  • Help: Help center and Contact us.
  • Account settings (the gear icon): Profile, Team, Billing, Notifications, and Bin.
  • Account menu (your avatar): Show archived or Hide archived, Install as app, and Log out. Install as app installs Visualist from your browser, so it opens in its own window. See How do I install Visualist as an app?.

The top bar

  • Search: find anything across your work. See How do I search across Visualist?.
  • Talk to Vai: opens Vai in a window beside what you’re working on. Inside a Hub, Vai works on that Hub.
  • Working in: the workspace you’re working in. Select it to switch workspaces or open Team. See How do team workspaces work?.
  • Your AI credits.

Open any tool with ⌘K

Press ⌘K (Ctrl+K on Windows) anywhere and type where you want to go, such as Emails, Meetings, Bookings, Concierge, Action items, Notes, or Hubs. You can also open a tool from Business Center: select Toolkit, find the tool, and select Open. In Toolkit, Emails is listed as Messages and Meetings as Notetaker. Tools that aren’t set up yet show Set up with Vai instead.

Inside a Hub

A Hub opens on its Wall. The Hub’s rail lists Wall, Hub Library, and Messages, then, under More, People, Forms, Action items, Concierge, and Invoices. At the bottom are Settings and Invite. See What is the Wall?.

Tip

Integrations such as Gmail, Google Calendar, Google Drive, Pinterest, and WhatsApp are in Business Center, under Connected apps. See How do I connect integrations like Gmail, Google Drive, and Pinterest?.

To find something specific, see How do I search across Visualist?.

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