How do I choose what Vai can do without asking?

Approvals is your choice of what Vai can do without asking you first. It applies to the Vai chats you start, on Vai’s page and beside any screen.

Choose your approval setting

1. Open Vai settings. Open Vai from the rail, then select Settings.
2. Choose an approval option. Under Approvals, choose an option. Visualist saves your choice at once.

Option	What Vai does
Allow all actions	Makes changes you ask for without asking first. This is the default
Do not send without approval	Asks before each high-impact action, and makes other changes without asking

What counts as high impact

With Do not send without approval, Vai asks before it:

• sends, replies to, or forwards an email, or changes or cancels a scheduled email
• deletes something, such as an email, a draft, a file, a folder, a comment, or items on a floor plan
• moves files between places
• shares or stops sharing a Hub, a folder, or a file, or creates a share link
• invites or removes people, or changes their access
• restores an earlier version of a file
• emails a Concierge to a client

What Vai always asks about

Whatever you choose, Vai asks before it invites people to a Hub or a folder, adds a person to People, sends an invoice, changes invoice reminders, voids an invoice, records a payment, or creates, changes, or publishes a website.

How Vai asks

In the chat, Vai shows what it wants to do. A High impact label marks the riskier actions. Select Approve action to go ahead, or Deny to stop it.

Background Vai and WhatsApp

• Background Vai asks before every change it makes to your work, whatever your setting. Its requests wait in Needs you on Home. See What does Vai do in the background, and does it use AI credits?
• WhatsApp can’t show approval requests, so Vai acts on your WhatsApp requests straight away. Actions that always need approval are done in Visualist in your browser. See How do I talk to Vai on WhatsApp?

If something goes wrong

• Your choice doesn’t save. The Approvals menu is greyed out while it saves. If the page shows an error instead, reload it and choose again.
• Your response to an approval doesn’t go through. You see “We couldn’t save your response. Please try again.” Select Approve action or Deny again.

To see what Vai can do once you’ve chosen, read What can Vai do for my studio?