To provide you with a faster and more streamlined support experience, we are transitioning to a new ticketing system on

While we make this move, there will be some temporary changes to how you interact with our support team. Here is what you need to know:

Even though chat and the portal are offline, our team is still here to help! You can reach us through these channels:

We appreciate your patience as we upgrade our tools to serve you better.

– Vendasta Support Team

Manage 1:1 personal chats and professional team automation simultaneously by connecting your existing WhatsApp Business number through WhatsApp Coexistence, now available in Business App.

WhatsApp Coexistence is a Meta-supported feature that allows you to link your existing WhatsApp Business number to a professional CRM or automation platform without losing access to the app on your phone. It bridges the gap between personal touch and professional scale, allowing you to use the WhatsApp Business App for mobile 1:1 replies while utilizing the WhatsApp Business Platform for advanced team automation.

Connect AI Chat Receptionist to WhatsApp to ensure customers get responses immediately, 24/7. Once a WhatsApp account is connected inBusiness App, simply check "Message Received on WhatsApp" in .

Previously, transitioning to an at-scale solution often meant losing the ability to use the mobile app on a single device. This update solves that friction by offering "the best of both worlds" with zero disruption to your existing number or app setup. Partners and SMBs can now maintain a personal connection with clients via voice notes and status updates on their phones while benefiting from connection to their AI Chat Receptionist, real-time syncing, and team-wide conversation management within Business App.

Before getting started, ensure you have an active WhatsApp Business App (updated to the latest version) and access to your/your client's Meta Business Account.

Learn more

is now available, providing businesses with a self-updating CRM that captures every sales conversation and automates the busy work of selling. By turning sales activities into insights and action items, CRM AI helps businesses grow revenue without increasing headcount.

👉Explore CRM AI in Vendasta Marketplace

👉Join CRM AI launch event!

Imagine a CRM that works for you, and not the other way around. CRM AI unlocks the AI Sales Assistant that automatically extracts meeting outcomes, updates records, and surfaces opportunities so your team can focus on selling instead of digging for info or doing the updates themselves.

: Core CRM included with every Business App

*: Great for businesses with 1-2 salespeople

*: Great for businesses with more than 2 salespeople.

*NOTE: Vendasta partners can avail 70% off retail price.

CRM AI isn’t just about managing customer details. By capturing all sales activities and conversations, you provide the context necessary for the Vendasta AI Workforce to take over manual work. The result is a smarter, self-updating CRM that helps sales teams improve win rates and grow revenue with less effort.

Want to see CRM AI in action? Join us on March 18th for our "Meet CRM AI" launch event! Here from industry experts, and early adopters to learn how to leverage this new product to win more customers.

👉 Register for the "Meet CRM AI" Launch Event

Deliver accurate, transparent, and multi-frequency offerings by customizing package composition and line-item details in Partner Center.

Package and bill your solutions however is best for your business, and for your clients. This update allows for total transparency and control, ensuring that packages are added to orders exactly how you want, every time.

Previously, partners lacked the ability to set pricing at the item level or support multiple billing frequencies when creating packages. This often led to:

These new features ensure smooth, repeatable sales motions that are easy for sales teams to roll out without unexpected wholesale charges or manual billing corrections.

Provide your clients with an AI Voice Receptionist that can talk with their customers just like they would. Nearly instant responses ensure interactions remain lively, engaging, and effective whether customers are speaking with a human or an AI colleague.

In natural voice conversations, the two-second mark is considered a critical cliff threshold. When silence lasts longer than two seconds, listeners often wonder if something is wrong, and the likelihood of the user disengaging increases exponentially with every additional second.

Previously, the AI Voice Receptionist sometimes paused long enough to make conversations feel slow and awkward. Recent improvements have reduced the response time to eliminate awkward silence, and make AI interactions feel more like a real-time human experience.

Available to all accounts with Conversations AI Pro or Premium. To take advantage of these speed improvements, you must use one of the supported 3-model flow providers:

Accelerate your time-to-value by securing a professional setup for AI Reputation Specialist at no cost. We are waiving the $129 setup fee and the offer has been extended .

This "done-for-you" service ensures that your AI employee is optimally fine-tuned to your business goals from day one. Software alone is only as effective as its implementation; this promotion removes the technical complexity, allowing you to scale reputation management for high-volume accounts immediately.

What’s included in the setup

To qualify for the $0 setup, the client account must be on the Reputation AI Premium edition ($35/mo) and include ongoing Monthly Support at $39/mo with a 3-month commitment.

Premium includes autonomous review responses for Google and Facebook, NPS feedback collection to resolve issues privately, and actionable AI insights via a chat-based interface.

Once you book the service, our team typically completes the full "done-for-you" configuration and technical integration within a few business days.

Ensure your performs the best with our , now available in .

AI Receptionist Setup helps busy agencies skip the manual work and get their clients' AI Receptionists delivering results quickly. To ensure these results continue after the initial build, purchase our monthly support ($49/month USD) with a three-month commitment, renewing month-to-month thereafter.

Partners have expressed the need for support beyond the initial setup. While the initial implementation gets the service live, ongoing support in the first few months is critical for:

Support will ensure consistency and peace of mind with every new activation.

If you purchased AI Receptionist Setup , and you would like to add support, you can purchase it through the Marketplace here.

We are excited to announce a major expansion to Vendasta’s AI workforce. Starting today, Conversations AI is no longer just for unlocking an AI Receptionist that answers phones and chats—it is a powerful engine that allows you to build a suite of specialized, Custom AI employees designed to help local businesses scale without increasing headcount.

While we are highlighting three "hero" roles today, these are powerful examples of what you can build using Vendasta’s flexible Custom AI employees framework. To help you hit the ground running, we have provided detailed, step-by-step instructions in our documentation to show you exactly how to configure these roles for your business.

Using our custom framework, you can now deploy specialized AI employees to handle the heavy lifting of sales, support, and data analysis:

💼 Turn every inquiry into a qualified opportunity. You can build an AI Inside Salesperson that uses a mandatory discovery gate to confirm a business can serve a customer’s needs before booking a spot. It handles objections naturally and ensures your team only spends time on high-value "winners."

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🛠️ Empathetic, resolution-first support 24/7. Configure an AI Support Agent that uses the HEARD framework (Hear, Empathize, Apologize, Resolve, Diagnose) to handle customer frustrations. It resolves common questions instantly and only escalates to a human teammate when necessary.

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📊 Stop guessing and start deciding with data. The AI Data Analyst acts as an internal strategy partner, using the AIR framework (Analyze, Interpret, Recommend) to turn raw numbers into clear business signals. It tells you exactly what to do next to close a deal or recover a detractor.

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These roles are available as blueprints for all partners with Conversations AI active. To build your first specialized AI employee:

Open the corresponding help article above to copy and paste the specialized role prompts.

Remember, these three roles are just the beginning. You can use the custom AI employees framework to build any role your business-to-business operation needs by defining your own unique purpose, capabilities, and knowledge sources.

Run routine tasks on a daily, weekly, or monthly schedule by using the new "On a schedule" trigger, now available in Automations within both Partner Center and Business App.

Automate routine actions, such as sending client reminders or invoking an AI Employee, on a recurring basis without needing an external event to kick off the workflow. The "on a schedule" trigger provides the foundation for more automated workflows and scales how AI employees can perform regular jobs for a business.

The "On a schedule" trigger includes several flexible configuration options:

Previously, automations were "reactive," meaning they only ran when a specific event occurred, such as a failed payment or a new contact being created. To handle regular, recurring tasks, users often had to trigger workflows manually or rely on external tools like Zapier.

Now, users can automate consistent notifications and actions to happen at the exact same time every day, week, or month. This allows both partners and their SMB clients to focus on higher-value work instead of manually managing repetitive reminders and routine administrative jobs.

Yes. Use the Start date and End date fields to control the window of time that the schedule remains active.

The automation will only run during months that have 31 days. To ensure an automation runs every month regardless of length, use the End of month option.

The schedule uses your specific automation's timezone setting. All configured times are interpreted based on that selection.

marks the release of , the self-updating sales solution built for businesses of any size. Grow revenue without adding headcount by capturing sales conversations, automating data entry and surfacing the insights you need to close more deals.

Imagine a CRM that works for you, and not the other way around. CRM AI unlocks the AI Sales Assistant that automatically extracts meeting outcomes, updates records, and surfaces opportunities so your team can focus on selling instead of digging for info or doing the updates themselves.

CRM AI isn’t just about managing customer details. By capturing all sales activities and conversations, you provide the context necessary for the Vendasta AI Workforce to take over manual work. The result is a smarter, self-updating CRM that helps sales teams improve win rates and grow revenue with less effort.

Want to see CRM AI in action? Join us on March 18th for our "Meet CRM AI" launch event! Here from industry experts, and early adopters to learn how to leverage this new product to win more customers.

👉 Register for the "Meet CRM AI" Launch Event