How do I teach Vai about my business?

Vai uses what it knows about your business in everything it drafts and makes for you. You see and correct all of it in one place: About your business, a tab in the Business Center.

About your business groups what Vai knows into areas: What you offer, Who you work with, How you write, Your taste, Your brand, How your projects run, What Vai does for you, and Where you want the business to go. Vai fills them in as you work. The more it knows, the more of the work it can do your way.

Before you start

Setup is for your own business, in your own workspace. If you’re working in someone else’s workspace, About your business shows Setup is for your own business. Select Switch to your workspace.

Check and correct what Vai knows

1. Open About your business. Open Business Center from the rail and select About your business. The top of the tab shows how many things Vai knows about your business.
2. Check what Vai found. Each area card lists its facts under To check, Confirmed, and Not added yet. Under To check, select That’s right to confirm a fact Vai found, or Change to correct it.
3. Correct or remove a fact. Select Change, edit the text, and select Save. To remove the fact, select Change, then Delete.
4. Add what’s missing. Select Add next to an item under Not added yet, or Add a fact at the bottom of a card. Type the fact and select Add.
5. Let Vai fill a gap. Under Help Vai next, select Tell Vai on a card. Set up with Vai opens, and Vai asks about that area. See How do I set up Visualist with Vai?.

Sharpen your Vai profile

Your Vai profile, near the top of About your business, scores what Vai understands about you in five dimensions. Sharpen next marks the one with the lowest score.

1. Open a dimension. Under Your Vai profile, select a dimension card to see What Vai knows and Still missing.
2. Take the quiz. Select Sharpen it, choose the answer that fits, then select Continue. Vai asks another question while it still needs more detail. When Vai says it has enough information, select Close.
3. Edit the details. Select Edit the details below to go to the area card that covers that dimension, where you edit its details.
4. Update the scores. Select Update scores to refresh the scores from your details and your recent Visualist activity.

Edit your brand, your taste, and how you work

Each area card lists what Vai knows, then a section where you edit the details. Each piece of information appears once, and you edit it where you see it:

Area card	Section	What you edit
What you offer	Studio details	Creative field, Project fee, Number of live projects, Team size, Location, and Active since
Who you work with	Typical clients	Typical client profile
How you write	Tone	Your tone, on sliders such as Formality and Personality
Your taste	Aesthetic profile	Your AesthetIQ taste profile: inspiration images, Who or what inspires your work?, and Style keywords
Your brand	Brand assets	Business name, Website, Logo, Tagline, Brand dictionary, Brand colors, Header font, and Body font
How your projects run	Project stages and roles	Your default project stages, folder structure, and collaboration roles
What Vai does for you	How Vai works with you	What Vai takes off your plate, how you make decisions, and how you want updates and suggestions
Where you want the business to go	Values and goals	What you’re optimizing for, what success looks like, and what you won’t compromise on

AesthetIQ is Vai’s profile of your visual taste. Vai uses it in every moodboard, presentation, and product pick it makes for you.

Most details in these editors need the Core plan or the Growth plan. On the Free plan they show Available on Core & Growth plans with Upgrade to the Core plan. Logo, Brand colors, and Active since are on every plan. See What is included in each plan?.

If something goes wrong

• About your business says Couldn’t load your setup. Select Try again. Nothing was changed.
• A fact says Couldn’t save that. Try again. Select Save again.
• About your business says Vai lost access to your Gmail. Select Reconnect Gmail, then reconnect Google in Connected apps.
• A detail shows Upgrade to the Core plan. That detail needs the Core plan or the Growth plan.
• The quiz says Vai couldn’t find another question. Close the quiz, select Update scores, then try Sharpen it again.

To see what Vai reads to learn about your business, read What can Vai see and read?.