Everything tagged Routines
5 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, set up Routines, and manage Invoices, Signatures, and your Website. It's on every plan. Business Center
How do I set up a routine? Open Business Center from the rail, select Routines, then New routine. Write the instructions, pick a schedule and a check, tick what Vai can do without asking, and select Create routine. Or ask Vai in a chat and approve its card. Routines are on the Growth plan and use AI credits when a run does work. Working with Vai
What are routines? A routine is work Vai repeats on a schedule you set, such as drafting replies to new client email each weekday morning. Each run posts a report to the routine's own chat. Routines are on the Growth plan, in your own workspace. A run that does work uses AI credits; a run that finds nothing new uses none. Working with Vai
What does Vai do while I'm away, and does it use AI credits? Vai keeps working while you're away: it reads new client email and meetings, suggests updates to client briefs, and prepares work such as reply drafts. It asks before changing your work, in Needs you on Home, and uses no AI credits for this. Routines you set up on the Growth plan run on a schedule and use AI credits. Working with Vai
Why is my routine paused or not running? Routines pause when you run out of AI credits or your plan changes from the Growth plan. Add credits or move to the Growth plan, then turn each routine's switch back on in Business Center, under Routines. A run that finds nothing new posts Nothing new and uses no credits. Working with Vai