Everything tagged Messages
8 articles across the Help Center.
How do I connect my email inbox to Visualist? Open Account, go to Integrations, connect Google, and keep Gmail enabled. The connected Gmail account works in Emails and Hub Message Centers. Messages and emails
How do I send and reply to a client by email? Use Emails for workspace-level messages, or a hub Message Center for project-scoped threads. Click Compose to start an email, or open a thread to reply, reply all, or forward. Messages and emails
How do I bring an existing email into a hub? Copy the forwarding address from the Hub’s Message Center, then forward a thread to it or add it when sending or replying. Use one Hub forwarding address per email; messages addressed to multiple Hubs are not imported. Messages and emails
How do I save and use email drafts? Add a To recipient, subject, or body, then close the compose window and check for Saved as draft in Emails or the Hub Message Center. If the connected sender is unavailable in Emails, reconnect or retry before leaving. Messages and emails
How do I message a client inside a project? Compose from a Hub’s Message Center to email a client, or forward an outside thread to that Hub’s forwarding address. Connected-account email is visible to its owner; mail sent to the Hub address is shared in the Hub. Messages and emails
How do I schedule an email to send later? While composing an email, choose Schedule, set a future date and time, then select Send. In Scheduled, you can edit the message or cancel it from its context menu. Messages and emails
How do I use the Emails page? Open Emails from the left rail to manage account-level email across your workspace. Use Inbox, Drafts, Scheduled, Sent, Archive, and Trash there, or use a Hub Message Center when a thread belongs with a specific project. Messages and emails
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 Emails or a Hub’s email view requires Core or Growth. Working with Vai