Everything tagged Vai
17 articles across the Help Center.
How do credits work? Credits power Vai actions like the Magic tools, drafting emails, creating designs, Concierge, and chat. Each plan includes a monthly allowance that resets every cycle, and you can see what you have used under Vai, Usage. Billing and plans
How do I create a Concierge questionnaire? Open Concierge, click Create new Concierge, choose a template or start from scratch, then set the name, stage, purpose, and guidance. Vai turns those details into an interactive client conversation. Concierge and forms
How do I find my way around Visualist? Use the desktop rail for Home, pinned hubs, Vai, and settings. Open Power-ups from the rail or mobile drawer to see its checklist, then select View all power-ups for the pack page. Getting started
How do I set up the meeting notetaker? Open Meetings, connect your Google Calendar, then add the notetaker to a meeting with a video link. Vai joins the call, records and transcribes it, and writes up a note you can open afterward. Meetings and bookings
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
What can Vai do for my studio? Vai is the intelligence layer inside Visualist. Ask it to create and update workspace items, catch you up on a project, or generate an image, then choose how it handles approvals. Working with Vai
How do I generate an image with AI? Open Canvas and choose Generate with Vai, then describe the image you want. Visualist creates a new image in Canvas. Canvas
How do I view a client's Concierge responses? Click View responses on a Concierge to open its sessions, then open a client's session to read Vai's summary and the full transcript. You can copy either one or save the transcript as a note. Concierge and forms
How do I use Power-ups? Open Power-ups, select View all power-ups, and choose a pack. Complete an eligible action for bonus AI credits, then uncover its poster piece in the pack. Getting started
How do I get an automatic meeting summary? Add the notetaker to a meeting and Vai writes a note with Summary, Key Points, Transcript, meeting details, and a recording link when available. After the call, select View note to open it. Meetings and bookings
How do I use Zoom with my booking pages? Connect Zoom in Account settings under Integrations, then set a session type's location to Zoom. Each booking gets its own Zoom meeting in your account, and you can disconnect from Integrations or remove the app in Zoom at any time. Meetings and bookings
How do I teach Vai about me? Open Vai, select About Me, and review the details you added with patterns Vai learned from your Visualist activity. Use Sharpen it or edit the profile to fill gaps. Working with Vai
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
What is Concierge? Concierge runs guided client conversations that gather briefs, preferences, and feedback. Open it from the left rail, then use Dashboard to create conversations and Sessions to review responses. Working with Vai
What can Vai see and read? Vai can use the Hub or message context for the work you ask about. During setup, you can also let it analyze your website, public web results, a Gmail sample and supported attachments, or uploaded work samples. Working with Vai
What is Vai Pulse? Open Vai, then Pulse, to answer short diagnostics. Your answers update the profile Vai uses to inform its responses and tone. Working with Vai
How do I create and share a form with Vai? Open the Hub that should contain the form, then ask Vai to create it. Edit and preview the form beside your chat, share it through a direct link, and review every submission from the Hub's Forms page. Working with Vai