How do I find my way around Visualist?
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 yourPipelineof 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 fromToolkit, connect apps, and set upRoutines. 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, withChat,Usage,Skills, andSettings. See What can Vai do?.
At the bottom:
- The Power-ups checklist. Select
View all power-upsto 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 centerandContact us.Account settings(the gear icon):Profile,Team,Billing,Notifications, andBin.Account menu(your avatar):Show archivedorHide archived,Install as app, andLog out.Install as appinstalls 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 openTeam. 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?.
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?.