How do I talk to Vai on WhatsApp?

Talk to Vai from WhatsApp when opening Visualist is too much: ask a question, get a draft, or save a photo to your Library.

Connect WhatsApp

1. Open Connected apps. Open Business Center from the rail, then select Connected apps.
2. Start the connection. On the WhatsApp card, select Connect.
3. Enter your number. Enter your WhatsApp number in Phone number, then select Send code.
4. Verify the code. Enter the code Vai sends you on WhatsApp in Verification code, then select Verify.
5. Finish. When the card says “Connected. You can now message Vai on WhatsApp.”, select Done.
6. Message Vai. Open WhatsApp on your phone and reply in the chat where the code arrived.

You can also ask Vai in a chat in Visualist to connect WhatsApp. Vai shows a WhatsApp card with Connect in the chat.

What you can do on WhatsApp

• Ask and get drafts. Ask what’s outstanding with a client, or ask for a draft reply, the same way you would in Visualist. See What can Vai do for my studio?
• Save photos. Send a photo. Vai says what it sees and asks whether to save it to your Library.
• Send voice notes. Vai turns them into text and answers what you said.
• Carry on from Visualist. Vai sees your most recent turns with it in Visualist from the last day, and your Vai chats in Visualist see your recent WhatsApp messages the same way.

Vai replies in plain text, with links to open things in Visualist. Making images, forms, and websites happens in Visualist in your browser.

How approvals work on WhatsApp

WhatsApp can’t show approval requests, so Vai acts on your WhatsApp requests straight away. Actions that always need your approval, such as inviting people to a Hub, adding a person to People, or sending an invoice, are done in Visualist in your browser. See How do I choose what Vai can do without asking?

Disconnect a number

Open Business Center, select Connected apps, then select Disconnect next to the number on the WhatsApp card.

If something goes wrong

• The code doesn’t arrive. Check the number, including the country code. If you see “A code was just sent to that number”, wait for the time it shows, then select Send code again.
• The code is wrong or old. You see “Incorrect code. Please try again.” or “That code expired. Request a new one.” Select Cancel, then start again from Connect.
• Too many attempts. You see “Too many incorrect attempts. Request a new code.” Select Cancel, then start again from Connect.
• The card doesn’t load. You see “We couldn’t load your WhatsApp connection.” Select Retry.
• You’re low on AI credits. Check your balance in Vai, then Usage. See How do I top up AI credits?

For the other places you can talk to Vai, see How do I start a chat with Vai?