Documentation
Run your business from one place, by chatting.
My Vision Assistant builds your website from your business, keeps your contacts and conversations, sends your email and texts, answers your phone, and changes any of it when you ask.
Where to start
New here? Read Getting started first: it takes five minutes and shows where everything is. Every page has screenshots with numbered arrows; the numbers under each picture say what each arrow points at. Click a picture to see it full size.
◎Your websitesCreate websites from your brand, change them by chatting, publish them.
✦The chat bubbleQuick website edits and your assistant, on every page.
✎The AssistantAsk for any change: settings, email, phone, CRM, websites.
☺ContactsEveryone you work with, their notes, tags and history.
✉ConversationsEvery email, text and call in one inbox.
➤Email campaignsOne email to many contacts, written in your voice.
☎Phone numbersYour business numbers, how calls ring, and recordings.
◉Voice AIAn AI receptionist answers the calls you can't take.
@Email servicesSend from our email service or your own Mailgun.
⌂DomainsFree addresses, your own domains, email domains.
✺Brand BrainWhat the AI knows about your brand and voice.
↺History and backupsUndo anything. Nightly backups. Your data stays yours.
What it does
| Area | What you get |
|---|---|
| Websites | A website built from your business and brand, changed by describing what you want, published to a free address or your own domain. |
| CRM | Contacts, opportunities, a calendar, an inbox for email, texts and calls, email campaigns, custom records, and your own CRM apps. |
| An address on our email service, ready at once; or your own domain through us; or your own Mailgun account. | |
| Phone | Numbers from us or your own Twilio: texts, calls forwarded to your phones, call recording, voicemail, and a Voice AI receptionist. |
| Assistant | Ask in plain words and it changes your settings, CRM, dashboard and websites, step by step, and keeps the conversation. |
| Safety | Undo any change, nightly backups, a copy of all your data on request, and accounts kept strictly apart. |
Coming from HighLevel?
The settings are laid out like HighLevel's and use the same names (Email Services, Phone System, Edit Configuration, Set the Backup…). Connect your sub-account and your contacts, pipelines, appointments and conversations come over. See Moving from HighLevel.