What do Visualist terms mean?

This glossary explains the words you see in Visualist. Where people often search with a different word, it’s listed under “Also searched as”.

Visualist and Vai

Term	What it means	Also searched as
Visualist	The AI business partner for professionals hired for their taste. You use it in a web browser
Vai	The intelligence across Visualist. Vai drafts, makes, and finds work, and asks before changing it	AI assistant
Vai chat	Talking to Vai on its own page, or docked beside any screen	chat
background Vai	Vai reading new email and meetings while you’re away, and suggesting changes for you to approve
Approvals	Your choice of what Vai can do without asking you first
About me	The Vai tab where you see and correct what Vai knows about you, your brand, and how you work	profile
Skills	Ways of working that Vai repeats your way

Places in the app

Term	What it means	Also searched as
Home	Where you start each day	dashboard
Needs you	The cards on Home with decisions waiting for you	to-dos
Business Center	Where you set up and run the business side of Visualist	settings
Toolkit	The list of Visualist tools and whether each is set up
Connected apps	Where you connect other services, such as Google, to Visualist	integrations
Power-ups	The setup checklist that rewards your first actions
Account settings	Your personal and account settings	settings
Library	Everything you’ve made or saved, with a tab for each type	files
Bin	Where deleted work waits before it’s removed for good	trash

Clients and projects

Term	What it means	Also searched as
People	Every client and contact, with their inquiries and history	CRM, contacts
Pipeline	Where inquiries move through your stages	sales pipeline, leads
inquiry	A potential project from a client	lead
stage	A step in your Pipeline
client brief	Vai’s running summary of facts about a client, each with its source	client profile
Hub	One space for one client project. Always written with a capital H	project, client portal
Wall	A Hub’s at-a-glance view of its work, which you can share on its own link	board
Hub Library	A Hub’s files and folders	project files
pause, resume	Stopping a Hub while a project is quiet, then starting it again	freeze
Messages	Client email in Visualist	inbox, email
Concierge	An AI questionnaire you send to a client	questionnaire, intake
Forms	Forms for inquiries, briefs, and approvals
Bookings	Pages where clients book time in your real availability	scheduling, calendar booking
Notetaker	The recorder that joins video calls and summarizes them	meeting notes, call recorder
Proposals	Proposals Vai drafts from a client’s brief, in your style	quotes
E-signatures	Asking a client to sign any Visualist content	e-sign, digital signature
Invoices, payment plan, pay link	Bills you send your clients, paid through your connected payments account	billing clients, payment link
payment fee	Visualist’s fee on a client payment, on top of the payments partner’s processing fee	transaction fee
website, minisite, link in bio	Pages on your web address, with inquiry forms and bookings	landing page
handle	Your Visualist name in your page and booking addresses	username

Making things

Term	What it means	Also searched as
design editor	Where you lay out designs such as moodboards, lookbooks, and presentations	canvas, editor
design	Anything you lay out in the design editor	board
moodboard	A design that collects references to set a direction	mood board
lookbook	A design that presents complete looks
lookbook builder	The tool that combines clothing pieces into complete looks
floorplan builder	The builder for laying out floorplans in a design	floor plan
image tools	The tools that change an image, each named by its label: Remove background, Cutout, Eraser, Fixer, Extender, Mixer, Upscaler, Render, and Generate with Vai	AI photo editing
palette	A saved set of colors you reuse in designs	color palette, color scheme
Notes, a note	Text documents you write alone or together	docs, documents
products	Items saved to your Library with their details

Accounts, people, and billing

Term	What it means	Also searched as
workspace	A team account: the owner and their members, sharing the owner’s plan and AI credits	team
workspace owner	The person whose plan the workspace uses	admin
member	A person in your workspace	team member, user
guest	A client or collaborator you invite to a Hub, with the role you choose	client access
share link	A link to a Hub, Wall, or item that opens without signing in	public link
AI credits	What AI work in Visualist spends	credits, tokens
plan	Your Visualist membership: the Free plan, the Core plan, or the Growth plan	subscription
credit option	The monthly AI credit amount you choose within a plan
billing period	How often your membership is billed	billing cycle
top-up	AI credits you buy on top of your plan	credit pack
membership invoices	Visualist’s invoices to you for your plan	receipts

To start using these, see What is the design editor? or How do I organize my Library?.