Everything tagged Onboarding
3 articles across the Help Center.
What is the Business Center? The Business Center is where you set up and run the business side of Visualist. Open it from the rail to set up your business with Vai, check what Vai knows, open any tool from the Toolkit, connect integrations in Connected apps, and manage Invoices, Signatures, and your Website. It's on every plan. Business Center
How do I set up Visualist for my business? Open Business Center from the rail and tell Vai about your business in Set up with Vai. Check what Vai learned in About your business, connect Gmail and your other apps in Connected apps, and add your logo and brand colors in Account settings, Brand. Setup works on every plan. Getting started
How do I set up Visualist with Vai? Open Business Center from the rail. It opens on Set up with Vai, where you tell Vai about your business by answering its questions, choosing a starter such as Set up my business, or dropping in files. Vai sets up tools as you go and asks before it publishes or invites anyone. Normal setup doesn't use AI credits. Business Center