Everything tagged Clients

2 articles across the Help Center.

How do I ask Vai about a client? Open Vai, go to Chat, and ask in plain language, such as “Summarize where we are with this client.” Vai answers from that client's hub, messages, and files. Working with Vai
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How do I draft a follow-up with Vai? Ask Vai to draft a message from the client's workspace context, then review and edit it. Drafting is available on every plan; sending from Messages requires Core or Growth. Working with Vai
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