What does Vai do in the background, and does it use AI credits?
Background 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. Background work uses no AI credits.
Background Vai is Vai working while you’re away. It reads what comes into your business, prepares the next step, and asks you before it changes anything.
What background Vai does
- Reads new client email and meetings. When email arrives in your connected inbox, or Notetaker records a meeting, Vai reads it. See How do I connect my email inbox to Visualist? and How do I set up the meeting notetaker?
- Suggests updates to client briefs. Vai pulls facts a client stated or clearly implied, with the source attached, and suggests them for that client’s brief in
People. You accept or dismiss each suggestion. - Prepares the next step. Vai drafts replies, plans action items, and flags things that need you. A reply draft isn’t sent until you send it.
- Asks before changing your work. Before Vai sends an email, creates an item such as a note or an action item, changes
People, or works on an invoice, it waits for your approval.
Approve or decline what Vai prepared
Requests from background Vai show in Needs you on Home. Each card has three choices:
Approvecarries out the action.Ask Vai to change itopens Vai with the request, so you can see the details and ask for changes before you decide.Declinedrops it.
Background Vai asks before every change, whatever you choose in Approvals. To set what Vai does without asking in the chats you start, see How do I choose what Vai can do without asking?
AI credits and plans
Background Vai uses no AI credits. Credits pay for the work you ask Vai to do. See How do credits work?
Background Vai is part of every plan. The client email, meetings, People, and client briefs it works from are on the Core plan and the Growth plan. See What is included in each plan?
If something goes wrong
- Nothing shows in Needs you. Background Vai works from client email and meetings, so connect your inbox and set up Notetaker first.
- Vai prepared something you don’t want. Select
Decline, orAsk Vai to change itto get a different version. - A reply draft isn’t what you’d send. Edit the draft before you send it, or delete it.
Approving a request in Needs you carries out that one action. Read the card first, or select Ask Vai to change it to see the details.
To ask Vai for something yourself, see How do I start a chat with Vai?