AI Chat Receptionist Books Appointments, AI Voice Receptionist Arrives in Partner Center, and more

The latest updates at Vendasta include AI Chat Receptionist's new ability to book appointments, and AI Voice Receptionist's arrival in Partner Center on open beta.

NOW AVAILABLE: Book more appointments, faster with Vendasta's AI Chat Receptionist

For your SMB clients:

Help SMBs close more deals by configuring their AI Chat Receptionist in Business App to book appointments through BookMeNow (My Meetings). When communicating with a customer via web chat or SMS, the AI Chat Receptionist will ask for a preferred time, check real-time availability via BookMeNow, present appointment options, and book the meeting. Enable from

Business App > AI Workforce > AI Chat Receptionist > Configure > Primary Goals > check Book Calendar Events > select booking link.

For your agency:

Configure your AI Chat Receptionist in Partner Center to provide the same great customer experience to your own leads and clients, and book them in immediately during their conversations with your AI Chat Receptionist. Enable from

Partner Center > AI Workforce > AI Chat Receptionist > Configure > Primary Goals > check Book Calendar Events > select booking link.

Learn more

BookMeNow (My Meetings):

Updates to BookMeNow in both Business App and Partner Center

(Business App > CRM > My Meetings and Partner Center > CRM > My Meetings)

are available to facilitate managing multiple meeting and appointment types, and provide customers with structured, easy-to-navigate booking experience.

Groups: Group together multiple event types in a single booking link. For your AI Chat Receptionist, this allows them book a variety of event types when communicating with customers. For your website, email signature, and more, this provides a single booking link to lead customers to booking an appointment suitable to their needs.
Service Menus: Create a service menu to allow customers to book for a variety of services. Each service (Event Type) in the catalogue specifies the duration, location, and appropriate staff assignment (set up a round robin, or allow customers to choose from a list of available staff members).
Event Types can also be categorized into Groups to help customers easily browse and book. For example, a spa might group appointment types into Hair Services, Nail Services, and Massage Services, with certain staff members assigned to each. A legal firm might offer booking options for Estate Planning, Patent Law, and Immigration, again with the appropriate staff corresponding to each category to ensure that clients book with lawyers possessing expertise in the correct area of law.
Groups and Service Menus can include any mix of Personal and Team Event Types.

Learn more

NOW AVAILABLE: Eliminate Missed Calls for your Agency with AI Voice Receptionist in Partner Center

Configure your AI Voice Receptionist (on open beta) in Partner Center to answer phone calls for your agency, just like your clients can in Business App. Customize the name, image, and speaking behavior of your AI Voice Receptionist to suit your brand. Set up call forwarding, automated follow up messages sent via SMS, and more to ensure all leads and customers receive attentive service, even when you and your team are unavailable.

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More Updates

Business App

[Business App: CRM] View and manage contacts' marketing email and SMS consent settings from
Business App > CRM > Contacts > [select a contact] > Edit Contact > Communication consent.
Additionally, filter by these statuses in the main Contacts dashboard.
[Business App: CRM] Schedule meetings directly to
Business App > CRM > My Meetings
when a date and time have already been agreed upon, perhaps when meeting with a client in person or over the phone.
[Business App: Inbox] Provide callers with a better experience when missed call text back is enabled by setting a text-to-speech message that will play before the call ends. The message could, for example, let them know that they'll receive a follow up text shortly. Enable from
Business App > AI Workforce > AI Voice Receptionist > Configure > Voice Settings
.

Partner Center

[Partner Center: CRM] View and manage contacts' marketing email and SMS consent settings from
Partner Center > CRM > Contacts > [select a contact] > Edit Contact > Communication consent. Additionally, filter by these statuses in the main Contacts dashboard.
[Partner Center: CRM] Schedule meetings directly to
Partner Center > CRM > My Meetings
when a date and time have already been agreed upon, perhaps when meeting with a client in person or over the phone.
[Partner Center: Inbox] Provide callers with a better experience when missed call text back is enabled by setting a text-to-speech message that will play before the call ends. The message could, for example, let them know that they'll receive a follow up text shortly.
[Partner Center: Inbox] Access Inbox from the main nav on the left side of your screen in Partner Center. Configure your communication channels through a familiar interface; the same as what's in Business App today.
[Partner Center: Yesware] Automate sales outreach to your Partner Center CRM contacts. Add CRM contacts directly to Yesware Campaigns from within Partner Center without switching to tabs in Gmail/Outlook or Yesware. This process can also be automated, to help streamline prospect engagement. Recipient engagement from these multi-touch campaigns are automatically logged as activities in the CRM contact profile. Learn more

Products

[Products: Local SEO] Increase map radius in
Local SEO > Keyword Tracking > Settings
(cog at top of page, not the sub-tab down by the Local Grid).
[Products: Yesware] Help your SMB clients automate sales outreach to their Business App CRM contacts. Add CRM contacts directly to Yesware Campaigns from within Business App, without switching to tabs in Gmail/Outlook or Yesware. This process can also be automated, to help streamline prospect engagement. Recipient engagement from these multi-touch campaigns are automatically logged as activities in the CRM contact profile. Learn more