What's on Home?
Home is where you start each day. It shows how many things need you, a box to ask Vai about your day, the Needs you cards where you approve or decline what Vai proposes and answer email, your Hubs and how each is doing, and your next bookings. Select Home in the rail.
Home is the first page you see. It tells you what needs you today and what Vai did while you were away. Select Home in the rail to open it.
What’s on Home
- Your day at a glance. The date and a greeting, then how many things need you, such as “Three things need you.” or “Nothing needs you right now.”, and how many things Vai handled since yesterday.
- Ask Vai. Type in
Ask Vai about your day, a Hub, or what to do next, or selectBrief me on today,What needs a follow-up?, orDraft replies to unread. - Setup. Until your business is set up, a card shows the next step and opens the Business Center. See How do I set up Visualist with Vai?.
- Needs you. Cards for the decisions waiting on you. See below.
- Your Hubs. Each Hub with its status:
Vai working,Quiet, orUp to date. Quiet Hubs are grouped, andShowlists them. SelectCreate new Hubto start one. See How do I create a Hub?. - Coming up. Your next bookings.
Use Needs you
Needs you is a deck of cards. Move through it with Previous and Next, or the arrow keys. Each kind of card has its own actions:
- Something Vai proposes. Vai asks before it does certain work, such as sending an email. Select
Approveto let Vai do it,Declineto stop it, orAsk Vai to change it. - Something Vai flagged. Marked
High priorityorFlagged by Vai. SelectAsk Vaito work through it,Dismissto clear it, orOpento see it. - An email. Select
Draft a reply with Vaito get a draft to review before anything is sent, orOpento read it.
When the deck is empty, it says “You’re caught up.”
To choose what Vai can do without asking, see What can Vai do?.
If something goes wrong
- Your decision doesn’t go through. You see “Couldn’t send your decision. Try again.” Select the card’s action again.
- There’s no email in Needs you. Connect Gmail. See How do I connect my email inbox to Visualist?.
- Your Hubs is empty. Hubs are on the Core plan and the Growth plan. In a team workspace, ask the owner to assign you Hubs.
Home shows the workspace you’re working in. To see another workspace’s Home, switch with the Working in chip in the top bar.
For the rest of the app, see How do I find my way around Visualist?.