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Ask Vista on mobile

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Plan ✓ Professional   ✓ Advanced   ✓ Scale   ✓ Enterprise

 

Ask Vista is available on the Vista Social mobile app, giving you access to your AI assistant, agents, and skills wherever you are. You can start new conversations, use your connected apps, create and share documents, manage running agents, and browse or configure skills directly from your phone.

Ask Vista chat works on every plan. Agents and skills need the Advanced, Scale or Enterprise plan.

 

How to access Ask Vista on mobile

Ask Vista is accessible from the bottom navigation bar in the Vista Social mobile app.

  1. Open the Vista Social app on your mobile device.
  2. Tap the Ask Vista button (Vista's avatar) in the center of the bottom navigation bar.
    Bottom navigation bar of the Vista Social app with the Ask Vista button in the center highlighted
  3. The Ask Vista interface will open.

 

Ask Vista home screen

When you open Ask Vista, you'll see a greeting along with the chat input at the bottom of the screen.

Ask Vista home screen with the ClickUp connector tag, profile selector and Suggestions button, next to the Select profiles sheet and the Suggestions list

  • Prompt field: Tap "What would you like to do today?" to type your request.
  • + button: Tap to attach files or media to your message. Options include Media library, Camera, Videos, Photos, and Documents.
  • Profile selector: Tap the profiles pill (for example, 16 profiles) to choose which profiles Ask Vista works with. Profiles are listed by profile group. Pick individual profiles, or use Select all or Unselect all, then tap Done.
  • Connectors: Apps you have connected and turned on (for example, ClickUp) show above the profile selector, so Ask Vista can use them in the chat.
  • Suggestions: Tap the Suggestions button to browse pre-written prompt ideas you can send directly. Ideas are grouped by topic: Post, Write, Inbox, Media, Tasks, Reporting, Agents and Learn.

 

Sidebar menu

Tap the menu icon (three horizontal lines) in the top right corner to open the Ask Vista sidebar. From here you can:

  • New chat: Start a fresh Ask Vista conversation.
  • Search: Search through your previous Ask Vista chats to find earlier conversations and results.
  • Agents: View and manage your AI agents.
  • Skills: Browse and configure your available skills.
  • Connectors: See and manage the apps Ask Vista can use.

The Recents section lists your most recent conversations. A blue dot next to a conversation means there is an unread response or update waiting for you in that chat.

Tap View all conversations to see your full conversation history.

Inside a chat, tap the … menu in the top right corner to Rename or Delete the conversation.

 

Agents

The Agents screen shows all agents you have set up, including their schedule and current status. Use the All, Active and Off duty filters at the top to narrow the list.

To access your agents:

  1. Tap the menu icon in Ask Vista.
  2. Tap Agents.

Each agent card shows:

  • The agent's name and role description
  • Its schedule (for example, "Every Monday at 9:00 AM")
  • Time until its next run
  • Estimated time saved over the past month
  • A status badge: Active or Off duty

Tap + New agent to create a new agent.

To browse available agents to add:

  1. From the Agents screen, open Browse agents.
  2. Agents are grouped into categories such as Recommended for you and Daily briefings.
  3. Each agent card shows its name, role, a short description, and the estimated time it saves per month.
  4. Tap Tap to preview to learn more about an agent before activating it.

 

Skills

Skills are reusable AI-powered actions that you can trigger in Ask Vista to automate specific tasks. The Skills screen lists all available skills, including system skills that come built in.

To access your skills:

  1. Tap the menu icon in Ask Vista.
  2. Tap Skills.

Each skill card shows:

  • The skill name
  • A System badge if it is a built-in skill
  • A short description of what the skill does
  • A toggle to enable or disable the skill

To add a new skill, tap the + button in the top right corner of the Skills screen. You can create a new skill or import one using a SKILL.md file.

 

Connectors

Connectors let Ask Vista work with your other apps, such as ClickUp, Slack, Notion or HubSpot, right from the chat.

To manage your connectors:

  1. Tap the menu icon in Ask Vista.
  2. Tap Connectors.

Ask Vista menu with Connectors highlighted, the Connectors screen with ClickUp connected and other apps to connect, and a chat using ClickUp

The Connectors screen shows:

  • Connected: apps you have already connected, with how many of their tools are enabled. Use the toggle to turn a connector on or off for your chats.
  • Available: apps you can add. Tap Connect next to an app to sign in to it.
  • Add a custom server: connect your own MCP server.

Once a connector is on, just ask in plain language. For example: "Check ClickUp for any missed tasks today." Learn more in How to add connectors to Ask Vista.

 

Create and share documents

Ask Vista can turn its answers into documents on mobile too. For example: "Generate a PDF report for my top 25 performing posts this week."

  1. When the document is ready, a document card appears under Ask Vista's reply. Tap Download to save it to your phone.
  2. Tap the card to open a preview of the document.
  3. From the preview, tap Download, or tap Share to share it as a web page.
  4. Under Who can open it, choose Anyone with the link or Only with a password.
  5. Under Link stops working after, choose 7, 30 or 90 days, then tap Create link.
    A PDF document card with Download in an Ask Vista chat, the document preview with Download and Share, and the Share as a web page sheet with link and expiry options

Changes to the document show up on the same link. Learn more in Ask Vista document generation.

 

Frequently Asked Questions

Q: How do I open Ask Vista on mobile?

A: Tap the Ask Vista button (Vista's avatar) in the center of the bottom navigation bar in the Vista Social app.

 

Q: What is the difference between agents and skills?

A: Skills are individual AI-powered actions you trigger manually in a conversation. Agents are automated assistants that run on a schedule and complete recurring tasks without you having to prompt them each time.

 

Q: Can I create a new agent from my phone?

A: Yes. Go to the Agents screen in Ask Vista and tap + New agent to set one up.

 

Q: Can I add custom skills on mobile?

A: Yes. On the Skills screen, tap the + button and choose either New skill to build one from scratch or Import SKILL.md to import an existing skill file.

 

Q: What does the blue dot next to a recent chat mean?

A: It means there is an unread response or update in that conversation. This often happens when an agent or skill has completed a task while you were away from the app.

 

Q: Can I attach files or images to an Ask Vista conversation on mobile?

A: Yes. Tap the + button next to the prompt field to attach content from your media library, camera, videos, photos, or documents.

 

Q: How do I choose which profiles Ask Vista is using?

A: Tap the profiles pill at the bottom left of the Ask Vista home screen, select the profiles you want (or use Select all), then tap Done.

 

Q: Can I use connectors on mobile?

A: Yes. Tap the menu icon, then Connectors, to connect apps and turn them on or off. Connected apps show above the profile selector in your chats.

 

Q: Can Ask Vista create PDFs and other documents on mobile?

A: Yes. Ask for the document in the chat. A document card appears under the reply, where you can download it, preview it or share it as a web page.

 

Need help?

Reach out to our support team, and we are happy to help.

 

Related Reading:

Getting started with Ask Vista

Ask Vista agents

How to add connectors to Ask Vista

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