Changelog

Follow up on the latest improvements and updates.

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new

Conversations AI

Now Available

AI Chat Receptionist

SMS

Get A2P Approval Faster with AI Assistance

Catch A2P submission errors before you submit, with help from the new AI assistant inside the A2P registration flow.
image-20260822-145656
AI-powered A2P Assistance
A2P rejections are time consuming and frustrating, especially when it's unclear what's causing the rejection.
A new button inside the A2P flow triggers an AI assistant that analyzes a business' submission and flags what needs to be fixed, drawing on a scan of the business' website and terms of service.
Businesses working toward SMS registration can run it after every change until their submission comes back clean, rather than guessing at why a prior attempt was rejected.
Why it matters
A2P submissions were being rejected and resubmitted without changes, because it wasn't clear what was actually wrong. This assistant gives partners a specific, actionable answer instead of a rejection notice, which should raise first-pass approval rates and cut down on repeat failed submissions. It's part of a broader push this sprint to raise A2P approval rates toward an 80% success goal — alongside fixes to the default contact-form consent wording and work on carrier flexibility for accounts that need it.
Who it's for
  • Partners and SMB clients actively working through A2P/SMS registration
  • Partners fielding repeat A2P rejections without a clear reason why
  • Teams onboarding new SMB accounts that need SMS compliance sorted quickly
How to get started
  1. Open the A2P registration flow for the business you're registering.
  2. Click the new "Check with AI" button to analyze the current submission.
  3. Review the flagged issues. The assistant scans the submission along with the business' website and terms.
  4. Make the suggested changes and re-run "Check with AI" before resubmitting, repeating until the submission comes back clean.
FAQs
Q: Does running the assistant replace submitting the A2P form?
A: No, it's a pre-check. You still submit through the normal A2P flow, the assistant just tells you what to fix first.
Q: Will this become a required step?
A: Not yet. The team plans to make this analysis a mandatory step before submission in a future update, specifically to stop resubmissions with no changes made.
Q: What does the assistant actually check?
A: It scans the business's submission along with their website and terms of service for common rejection causes.

new

Conversations AI

Now Available

AI Chat Receptionist

SMS

Web chat consent that's A2P compliant, and yours to customize

Customize how the web chat widget collects consent, and clear a common blocker in SMS (A2P) registration with a new capability for AI Chat Receptionists that collects separate consent for transactional and marketing messages.
image-20260808-153815
A consent flow built for A2P approval
If you've ever had an A2P registration rejected because of your web chat widget, this is an important update for you! A new capability for AI employees collects separate consent for transactional and marketing messages,
and
you can customize or remove it to match how your business operates. It's added automatically to your AI Chat Receptionist when you submit A2P registration, and it's available to add for all existing accounts.
Why it matters
For US businesses wanting to empower their AI employees to send SMS messages, obtaining A2P approval for can be challenging. A fixed, uneditable consent widget made that harder; you could see it was holding up approval, but had no way to change it yourself. Now, a compliant consent flow is available, and you're in control: adjust the language, or remove it, to fit your business.
Who it's for
  • Partners and SMB clients submitting or resubmitting US A2P (SMS) registration
  • Partners and SMB clients with an AI Chat Receptionist - or other AI employee - connected to a web chat widget
  • Partners and SMB clients who want to adjust web chat consent language or behavior
How to get started
This update applies automatically.
No action is required for existing accounts.
  1. Any account that submits A2P registration automatically gets the new consent capability added to its chat receptionist.
  2. To review or customize the consent language, go to your AI Chat Receptionist's configuration and locate the "Obtain SMS consent" capability.
  3. Adjust or remove the capability as needed for your business. It's fully editable, unlike the previous version.
FAQs
Q: Do I need to do anything to get the new consent flow?
A: No. Existing accounts on the old widget have already been switched over automatically.
Q: Can I remove the consent capability entirely?
A: Yes, it's removable by the partner or the SMB, unlike the previous fixed widget.
Q: Does this guarantee A2P approval?
A: No single change guarantees approval, but this removes a specific, known rejection reason tied to the old widget's lack of proper consent collection.
Q: Does this affect channels other than web chat?
A: No, this update is specific to the web chat consent experience.
1121x588 Changelog banner - Available on Every Account_ Easy AI Onboarding & Self-Serve Upgrades - 2
Convert clients faster. Shift your sales pitch from promises to visible value.
We are excited to announce that
Easy AI Onboarding & Self-Serve Upgrades
is moving from Early Access to
General Access on September 1, 2026, for all Vendasta partners!
Imagine showing a prospect or new customer their brand-new, live website, a fully trained AI receptionist answering questions about their business, and a scan of over 40 directories to see where they’re showing up or missing, before they sign a contract or pay a single dollar.
Traditional onboarding asks small businesses to buy on a promise and do all the heavy lifting first. We’re flipping that model on its head. By putting completed, tangible AI work front and center, you can show immediate, undeniable value up front so local businesses can see
exactly
how
your solutions work for them from day one
.
Sell The Results, Not Promises
Instead of dropping new clients into an empty experience, Easy AI Onboarding hands them a finished environment with data about their business within minutes of account creation:
  • Live Vibe Website
    : A ready-to-review starter site built for their brand.
  • Trained AI Receptionist
    : A personalized AI assistant already knowledgeable about their products and services and ready to capture leads.
  • Reputation & Directory Audits
    : Instantly assess the health of customer reviews across 40+ review sites & directories.
You no longer need to spend hours building custom demo accounts—our AI handles the prep work so you can focus on closing deals.
Upgraded Onboarding Email
We’ve overhauled the standard welcome email into an engaging preview of completed work.
When invited to Business App, clients receive a dynamic onboarding email showcasing everything the AI has already accomplished. Throughout early access, this new email has already driven logins to Business App up by 21% over the previous welcome email.
  • Flexible Invites
    : Trigger the new onboarding email directly from the Account page or through the contact's Access Business App card in your CRM.
  • Automated Delivery
    : Soon, this high-converting onboarding email will automatically trigger for every newly added user.
Turn Every Login into an Upgrade Opportunity
The updated Business App Home Page is designed to transform daily client activity into ongoing expansion revenue:
  • "Work Already Done" Cards
    : Prominent links that allow clients to review their starter site, test their AI receptionist, and inspect reputation reports.
  • Self-Serve Upgrade Cards
    : Recommendations for products like Local SEO, Conversations AI, Reputation AI, and Social AI, that showcase outcomes and make upgrades simple.
You Maintain Control
You get to choose which products to sell, at what prices, and how to collect payment:
  • Choose exactly which products appear for self-serve upgrades.
  • Set your own retail prices and margins.
  • Collect payments directly in Business App via Vendasta Payments or choose to receive order notifications to fulfill using your existing billing workflows.
See the experience in action
Questions?
Have questions about the Easy AI Onboarding and Self-Serve Upgrade experience? Check out our documentation or reach out to your Account Manager!
FAQs
Do I have to enable anything on September 1st?
No, the Easy Onboarding experience will turn on automatically!
Will Vibe automatically build websites for all my accounts?
No, a site is only generated when the onboarding email is sent, and only if Vibe Free or higher is active on the account at that moment. Tying it to the email prevents sites from being generated for accounts nobody will ever look at.
Do I need Vendasta Payments for this to work?
Not necessary; the experience will still work. Without Vendasta Payments, upgrade requests come through as orders on your existing workflow.
Can I configure how my clients and prospects experience this?
Yes, you can control how clients order, and everything is based on the products that you activate and the business’s own information. For more information on customization, visit our documentation:
How long does the onboarding email take to arrive?
Usually 5–15 minutes on a new account, to allow provisioning and the Vibe site build to finish (when Vibe is active).
Can I see the real email before my customer does?
The in-app preview is sample content. To see the live version, add yourself as a user on the account and send the onboarding email to yourself.
Can I still send the old welcome email?
Yes. It's still available as a resend option, and is being relabelled to reflect that it's the set-password email.
What dates show on the "work already done" card?
Actual product activation dates, not the rollout date. Anything activated more than 30 days ago drops off the card, so long-standing clients won't see stale items.
Can I send this to existing customers, not just new ones?
Yes, you can send the onboarding email to existing users. Keep the 30-day rule in mind — a client who's been active for years will see a much shorter list.
1121x588 Changelog banner - Buy credits anytime with top-up packs
Never run out of credits mid-cycle again. You can now purchase
one-time Vendasta Vibe credit top-up packs
whenever you need them directly.
What is it about
Vendasta Vibe top-up credits are
one-time credit packs
available in four sizes: 10,000, 25,000, 50,000, and 100,000 credits. They allow you to add credits instantly without waiting for your next monthly renewal date. Each top-up pack is
valid for 12 months
from the date of purchase, and there is no limit on how many top-up packs you can buy.
Why it's Important
Running low on credits before your billing cycle ends can halt important projects and interrupt client work. While monthly recurring subscriptions provide predictable, lower-cost credits for ongoing usage, top-up packs serve as a flexible safety valve for
unexpected usage spikes
.
To ensure you get the maximum value, Vendasta Vibe credits are automatically deducted from whichever credit bucket expires soonest, meaning your 12-month top-up credits are safely stored and used last.
How to Access
  1. Go to
    Partner Center
    >
    Accounts
    >
    Manage Accounts
  2. Navigate to the account
    that needs the Vibe one-time top-up credits
  3. Go the the ellipsis menu on the far right and select “
    Activate Products
  4. Select
    Create new order > Add items
    , then choose the top-up pack from the menu
  5. Complete the purchase following the standard ordering process.
Changes to monthly recurring add-on credit expiry
Alongside this launch, we're also updating how unused add-on credits in monthly recurring packs expire.
Starting October 1, 2026, unused add-on credits will carry forward for 2 months from the date they were issued.
This does not affect credits you've already accumulated or purchased before October 1, 2026; those keep their current rollover terms. Only credits issued on or after October 1, 2026 follow the new 2-month window.
How do different Vendasta Vibe credits expire?
  • Daily credits (Free edition):
    expire each day.
  • Monthly credits (Standard & Pro editions)
    : expire within the month of purchase.
  • Credits in monthly recurring add-on packs:
    carry forward for 2 months from the date issued (effective October 1, 2026).
  • Credits in one-time top-up packs:
    expire 12 months from the purchase date.
If you're carrying credits from more than one bucket, whichever expires soonest is used first, which is why top-ups (the longest-dated credits) are always used last.
What happens to my unused credits if I deactivate my base subscription?
Deactivating your base subscription (Free, Standard, or Pro) immediately cancels all associated add-on and top-up credits and removes your Vendasta Vibe projects inside Business App (published links remain live). Please download any project backups prior to deactivating.
There is now one place to ask about a charge on your Vendasta invoice: billingrequests.vendasta.com
If a charge looks wrong, a product was activated by mistake, or you want to request a refund, fill out the short form with your Partner ID and the Purchase ID of the charge. Your request goes straight to our Finance team, and you get a confirmation number immediately and a decision by email, typically within 2 business days.
This replaces emailing your account manager or support and waiting for the request to find its way to Finance. Details and a field-by-field guide: https://docs.vendasta.com/administration/my-account/my-billing/submit-a-billing-request/
Plan, propose, and order ad campaigns in minutes, no paid media expertise required.
1121x588 Changelog banner - Vendasta Ads-Now in Open Beta
Sell Digital Ads with Convenience & Confidence
Whether you’re looking to start offering digital ads to your clientele, or standardize how your team sells campaigns, use Vendasta Ads to progress from planning to live, high-performing campaigns in no time.
How it Works
Never sink costly hours into campaign research again.
  1. Plan
    : Select a business to create a plan for, and get an AI-generated campaign plan with recommended keywords, ad copy, and budget recommendations in less than a minute. Customize as desired.
  2. Propose
    : Send clients a branded, shareable proposal for approval.
  3. Order
    : Add the plan to a Vendasta order and Vendasta Services will turn it into a live campaign.
With the campaign fully managed by Vendasta Services for its duration, your only job is to highlight your client’s return on investment, readily available through reporting in Advertising Intelligence.
Includes
  • AI-assisted plan generation
    : Ad copy, keywords, geographic targeting, and more generated for Google/Bing Search, Google Display, or Meta — one network per plan.
  • Budget recommendations
    : Up to 3 customizable monthly budget options for the client to choose from.
  • Shareable, branded proposals
    : Send clients a branded, professional proposal for review and approval; no login required.
  • Three-click ordering
    : Turn an approved plan into a live campaign in a few clicks.
  • Full-service management
    : Vendasta Services manages the live campaign end-to-end.
  • Unified reporting
    : Advertising Intelligence auto-activates free on order for performance reporting.
Vendasta Ads in Partner Center is releasing to Open Beta, so please be sure to
submit feedback
on your experience!
Why it matters
Time
Building an ad proposal manually — researching a prospect's site, picking keywords, writing compelling copy, estimating a defensible budget — takes hours and paid media expertise most partners don't have in-house. Vendasta Ads compresses that into minutes and hands off fulfillment entirely to Vendasta Services, so any partner can pitch digital advertising with confidence.
Even partners with media experts on staff benefit: Vendasta Ads gives a quick, consistent way to sell smart, simple campaigns to the bulk of their clientele, freeing the in-house team for bigger projects. Easy to plan, easy to sell, easy to report on.
Profitability
Small budgets don't cover the labor associated with selling and managing digital ad campaigns. Big accounts don't cover the risk. Vendasta Ads eliminates the profitability problems that surface when a client's spend is too small to be worth the hours or too large to manage without adding headcount.
Who it's for
  • Partners that want to add or expand a revenue stream without increasing headcount
  • Partners without paid media expertise who want to sell with confidence
  • Sales-focused partners that prefer to outsource fulfillment
  • Partners working with a wide range of budgets
  • Partners looking to standardize and streamline their ad sales process
  • [At this time] partners serving businesses in the United States and Canada
Note: Vendasta Ads in Partner Center is not available to partners with a dedicated MatchCraft instance. Please direct any questions to your Account Manager.
How to get started
  1. Go to Partner Center > Ads > Ad Plans > Create new plan.
  2. Select the account for which you are creating an ad plan.
  3. Review the auto-populated URL, provide brief instructions (optional), and choose one network: Google/Bing Search, Google Display, or Meta.
  4. Press “Create Plan”
  5. Review the AI-generated ad copy, keywords, geographic radius, and up to three budget options. Edit anything before sharing, if desired.
  6. Send the client the branded, shareable proposal link.
  7. Once approved, press “Order Campaign.”
  8. Confirm reseller margin, add call tracking (optional), and view pricing breakdown before processing the order.
  9. Once the order is submitted, the campaign is launched and managed by Vendasta Services. Reporting appears automatically in Advertising Intelligence.*
*Advertising Intelligence will be automatically activated at no charge if not already active on the Business App account in question.
Full Service Campaign Management
Campaigns sold through Vendasta Ads are fully managed by Vendasta Services. To ensure partners have the support they need to provide digital ad services without the hassle of fulfillment, a few services are being retired, but everything they did lives on in two core offerings: Managed Ad Campaign and Specialty Ad Campaign.
Two Services, Full Coverage
Suits the needs of most SMBs.
  • Channels:
    Google and Bing Search, Google Display, and Meta
  • Minimum media spend:
    $100 USD (monthly)
  • Management fee:
    15% (monthly)
  • Setup fee:
    $49 USD (one-time)
  • Replaces:
    MatchCraft Express Ads
For SMBs that want to advertise on other platforms, or partners that sell comprehensive advertising packages that offer bundled services across Google, Bing, Meta, AND other platforms.
  • Formerly:
    MatchCraft Managed Ads Campaign
  • Channels:
    LinkedIn, YouTube, TikTok, Performance Max, Yelp, and Amazon
  • Minimum media spend:
    $500 USD (monthly) until Oct. 30, 2026,
    increases
    to $1,000 USD (monthly) on Oct. 30, 2026.
  • Management fee:
    18% (monthly)
  • Setup fee:
    $299 USD (one-time) until Oct. 30, 2026,
    decreases
    to $199 USD (one-time) Oct. 30, 2026.
For current campaigns running on Specialty Ad Campaign (formerly Managed Ads Campaign):
All campaigns currently running on this service will continue to be serviced at the budget on which they were purchased until the budget is exhausted.
All
new
campaigns ordered after October 30th, 2026 will have a minimum of $1,000 in ad spend. Clients are encouraged to use Managed Ads Campaign by creating an ad plan for all campaigns lower than this amount.
FAQs
Q: What does it cost?
A: Creating ad plans is free and unlimited! Ordering a plan into a live campaign costs a one-time $49 USD setup fee and the monthly published media-spend rate, plus a 15% monthly management fee.
Q: Can a plan span Google, Bing, and Meta together?
A: No. Each plan covers one network (Google/Bing Search, Google Display, or Meta) to keep budget estimates clean.
Q: Where can I view campaign performance?
A: Reporting for campaigns ordered through Vendasta Ads is available in Advertising Intelligence, which will be automatically activated at no charge if not already active on the Business App account in question.
Q: How can I update the budget on live campaigns?
A: Simplifying our media spend change requests. To ensure your clients’s campaigns perform well, increases in spend budget can be requested 5 days before the renewal date of the campaign in
Partner Center > Manage Accounts > [select account] > Request a Spend Change.
Note: One-time spend boosts as this often disturbs campaigns.
Q: What about LinkedIn, YouTube, TikTok, Performance Max, Yelp, and Amazon campaigns?
A: Purchase Specialty Ad Campaign (formerly MatchCraft Managed Ads Campaign) via Marketplace; no ad plan required first.
Why is the monthly spend for Specialty Ad Campaign increasing on October 30, 2026?
A: Specialty ads are proven to be much more effective with a higher budget bringing you and your clients more leads and higher satisfaction. Specialty Ad Campaign's minimum monthly ad spend moves from $500 to $1,000 on October 30, 2026 to reflect the spend level that reliably drives results.
Q: Will Vendasta Ads in Partner Center work internationally?
A: At this time, Vendasta Ads in Partner Center is most suitable for partners serving businesses in the United States and Canada. Plans are generated in the website's language. Service is provided in English.
Q: Is Specialty Ad Campaign available worldwide?
A: Specialty Ad Campaign is suitable for English-speaking business and markets worldwide.
Group, reorder, and hide the fields on any CRM record with Field Layouts so that the information your team uses most shows up first, on every contact, company, opportunity, and custom object.
Screenshot 2026-08-12 at 4
Every CRM object, laid out the way you work
Field layouts let you control how the fields on a CRM record are grouped and ordered. Create named sections, decide which fields go in each one, and set the order sections appear in.
Field groups:
Create, name, and reorder sections that match how your business (and your clients' businesses) work
Consistent formatting:
The layout you build applies everywhere that record shows up: the form for creating a record, the form for editing one, and the profile panel on the record itself.
Return to default:
discard your changes and return to the standard layout with one click.
Drag and drop:
Edit fast with drag and drop. Move fields between groups or reorder them within a group.
Hidden fields:
Park fields you don't want on the record, with their data kept intact
*Tip! layouts can be distributed through account templates. Configure it once and standardize how the CRM looks across every account at once.*
Why it matters
Before this release, every CRM object showed its fields in one fixed order, regardless of which fields actually mattered for that business. A car dealership using custom "Vehicle" and "Test Drive" objects saw the same generic layout as a dental office. Useful fields were buried below dozens of ones nobody touched that day.
Now, each object (contacts, companies, opportunities, and every custom object) gets its own layout. Teams can put the fields they check constantly at the top, group related details like billing information or service history together, and hide rarely-used fields without deleting any data.
Who it's for
  • Teams that need quick access to commonly-used fields
  • Partners and businesses using custom CRM objects for a specific vertical (auto, medical, real estate, and similar)
  • Partners applying account templates at scale, where a consistent field layout matters across many accounts
How to get started
  1. Go to
    Partner Center/ Business App > Administration > CRM Objects
  2. Choose the object to lay out: Contacts, Companies, Opportunities, or a custom object.
  3. Click "Organize layout."
  4. Drag fields between the Unassigned, Field groups, and Hidden fields panels, add and name new groups, and reorder as needed.
  5. Click "Done" to save.
Note: Every group needs a unique name and at least one visible field. An empty or unnamed group will block saving until it's fixed or removed.
FAQs
Q: Does hiding a field delete the information in it?
A: No. Hiding only removes the field from the record view. The field and its stored values are kept, and you can restore it from the Hidden fields panel at any time.
Q: Can contacts and companies have different layouts?
A: Yes. Contacts, companies, opportunities, and each custom object are laid out separately.
Q: Do I have to add every new field to a group?
A: No. New fields land in Unassigned and appear on records right away. Adding them to a group is optional.
Q: Can I undo a layout change?
A: There's no single-step undo. Drag fields back where you want them and click Done, or use Reset to standard to clear the whole layout for that object.
Get a live, interactive view of your business's schedule — so you can see who's free, find a gap, and book, reschedule, or cancel without ever leaving the page.
image-20260806-113945
Your team's availability, finally visible in one view
Until now, checking your team's schedule in the Business App meant scrolling a flat list of appointments. There was no way to compare team members side by side and no quick way to spot an opening. The redesigned calendar replaces that list with six views you can switch between, filters for team members and service types, and full booking management directly from the calendar.
  • Column View (Teams)
    : Your entire team side by side on a shared time axis. Each column is a staff member, each row a time slot. Drag column headers to reorder them to match how you think about your team.
  • Day View
    : A single-day hourly breakdown for focusing on today.
  • Week View
    : A seven-day grid for short-term planning.
  • Month View
    : A full-month overview with event density that adapts to available space, useful for spotting coverage patterns.
  • List View
    : A chronological list grouped by day, for a quick read without the visual weight of a grid.
More than new views
  • Filter precisely
    : Check or uncheck individual team members in the sidebar, or right-click a name and choose
    Display only this
    to isolate their schedule. Switch to the
    Services
    tab to filter by service type instead.
  • Click any open slot to book
    : The booking dialog opens pre-filled with the date and time you clicked. Drag across slots to set a longer duration.
  • Drag to reschedule
    : Drop indicators show the proposed time — blue for valid, red for a conflict, striped grey for a time in the past. Conflict detection accounts for each service type's setup and teardown buffer minutes.
  • See full booking detail in one click
    : Client name and contact info, service type, duration, assigned hosts, booking questions and answers, guest emails, meeting link, and room or locationReschedule, edit, and cancel options are available from the same panel.
  • Color-code your team and services
    : 27 options per member — nine base colours across regular, light, and bold intensities — so busy days stay legible.
  • See external busy time
    : When a team member connects their Google or Outlook calendar, their busy and out-of-office time appears as a non-bookable "Blocked" slot. The event title is never shown, so personal calendar details stay private.
  • View linked multi-service appointments
    : When a client books several services in one session, the detail panel lists the complete appointment: every service, time, duration, and provider.
Why it matters
Before this release, deciding where to slot a new booking meant guessing, or checking each team member's schedule one at a time. Double-bookings and awkward reshuffles were the cost of that guesswork, and every conflict was a conversation someone had to have with a customer.
Now the whole picture is in one view. Front-desk staff can answer "when can you fit me in?" while the customer is still on the phone. Owners can see coverage gaps before they become a problem. And because external calendar busy time now appears as blocked, you won't book over a team member's lunch or day off.
Who it's for
  • SMBs that run on appointments — salons, clinics, trades, professional services
  • Front-desk and admin staff managing bookings on behalf of a team
  • Agencies supporting SMB clients who need staff-level scheduling visibility
How to get started
Available now in the Business App. No setup required: the redesigned calendar is the default view.
View your team's schedule
  1. In the Business App, go to
    CRM > My Meetings.
    The calendar opens in Column View by default.
  2. Use the view switcher in the top toolbar to move between Column, Day, Week, Month, Year, and List views.
  3. Navigate dates with the arrow controls, or click a date on the mini calendar in the sidebar to jump directly.
Filter what you see
  1. In the left sidebar, check or uncheck team members to show or hide their bookings.
  2. Right-click a member's name and select "Display only this" to isolate their schedule.
  3. Click the "Services" tab at the top of the sidebar to filter by service type instead.
  4. Use the search bar inside Team Events to find specific bookings by name.
Book a new meeting
  1. Click any empty time slot. The time is pre-filled automatically. Drag across multiple slots to set a longer duration.
  2. Add the contact you're booking with, then select the event, date, and time.
  3. Confirm to save. You can select up to five event types in a single booking.
Reschedule or cancel
  1. Drag any event card to its new time slot and release to confirm, or press Escape to cancel.
  2. To cancel, click the event card and cancel from the detail panel.
In Column View, dropping a booking onto a different team member's column triggers a confirmation before the provider is reassigned.
FAQs
Q: Do I need to turn this on?
A: No. The redesigned calendar is live in the Business App now and opens by default at
CRM > My Meetings.
Q: Will my team's personal calendar details be visible to everyone?
A: No. When a team member connects Google or Outlook, only a "Blocked" placeholder appears — showing their name, the time, and the duration in their assigned colour at low opacity. The actual event title is never displayed. Both busy and out-of-office statuses are treated as blocked.
Q: What happens to bookings assigned to a team member we've deactivated?
A: Deactivated staff appear in a separate sidebar group so you can still review their historical bookings. New bookings can't be assigned to them, and the calendar flags existing bookings that need reassigning.
Q: If a client booked several services in one appointment, does dragging one move the rest?
A: Yes. Linked services move together by the same time offset, so their relative spacing is always preserved.
Q: Does the calendar remember my filters between sessions?
A: Yes. The team members and services you have checked carry over, so the calendar opens exactly as you left it.
Q: Does conflict detection account for prep time between appointments?
A: Yes. Each service type can be configured with setup or teardown buffer minutes, and the calendar factors these in when evaluating whether a slot is available.
Brief salespeople before follow-ups, keep CRM records clean for AI-to-human handoffs, escalate frustrated customers to senior reps, and route form submissions by tone with two new actions now available in Automations.
Screenshot 2026-07-28 at 1
Purpose-built AI steps, no prompt writing required
Two new steps are available under
AI actions
in the automation builder. Each ships with a tuned default configuration, so you can drop them into a workflow and get useful output without writing instructions from scratch.
  • Summarize with AI
    condenses long text into a short, usable summary
  • Analyze sentiment with AI
    reads the tone of a message and branches your automation accordingly.
Summarize with AI
Provide a block of text and the action returns a concise AI-generated summary. The built-in default prompt produces a short headline followed by a single paragraph — no setup needed beyond pasting in the text. The summary is returned in a "Response" field that plugs into any later step as dynamic content: emails, SMS, notifications, CRM notes, Inbox messages, or anything else that accepts it.
For more control, the prompt is fully editable under "AI configuration." Ask for bullet points, a one-liner, a specific tone, or a different language.
Analyze sentiment with AI
Provide a block of text and the action classifies it as positive, neutral, or negative, with each sentiment creating a separate branch in your automation. The action also returns a "Reason" field with a one-sentence explanation of the classification, which you can pass into notifications or CRM notes for context.
The three default categories work out of the box:
  • Positive
    : the text expresses satisfaction, enthusiasm, gratitude, or approval
  • Neutral
    : the text is factual or informational, or the tone is unclear or mixed
  • Negative
    : the text expresses dissatisfaction, frustration, anger, or disapproval
You can add, rename, or remove categories under "AI configuration." "Urgent," "mixed," or any label that fits your workflow. Each category you define creates its own branch.
Why it matters
Before this release, there was no way to shorten text inside an automation, and no way to branch on how a customer feels. Summarizing meant using the general-purpose Send AI Prompt action and writing your own instructions every time. Sentiment routing meant one of three bad options: read every message manually, treat all inbound messages identically regardless of urgency, or build if/else steps that keyword-matched on "angry" and "unhappy" — which missed most negative messages, because upset customers rarely use those words.
Both problems are now handled by steps that understand intent rather than vocabulary. The practical payoff is triage: every inbound review, form submission, and conversation gets classified by tone automatically, so a frustrated customer gets escalated in minutes while positive feedback routes somewhere useful. And when the next step is a notification to a busy owner, Summarize with AI means they get the gist instead of a full transcript.
The two actions also pair well. Summarize a long conversation transcript, analyze its sentiment, then route the summary to the right person at the right speed.
Who it's for
  • Partners and SMB admins building automations that handle inbound customer messages, reviews, or form submissions
  • Businesses using AI employees where call and chat transcripts need condensing before they're passed to a human
  • Teams that need negative feedback escalated fast without someone reading every message
How to get started
Add Summarize with AI
  1. Open an automation and add a new step.
  2. Under "AI actions," select "Summarize with AI."
  3. In the "Text to summarize" field, enter or paste your content. Select "Add dynamic content" to insert data from a previous step — a chat transcript from the trigger, a form response body, and so on.
  4. (Optional)
    Expand "AI configuration" to customize the prompt.
  5. Continue building. The summary is available as dynamic content under this step's "Response" output.
Add Analyze sentiment with AI
  1. Open an automation and add a new step.
  2. Under "AI actions," select "Analyze sentiment with AI."
  3. In the "Input text" field, enter or paste the content to analyze, or select "Add dynamic content" to pull in a customer message, review, or form response.
  4. (Optional)
    Expand "View or edit AI configuration" to customize the sentiment categories.
  5. Configure the actions on each branch. At runtime the automation follows only the matched sentiment's branch.
FAQs
Q: Is there a length limit on what I can summarize?
A: Yes. The combined prompt and input text must not exceed 4,000 characters. For longer content, trim it or extract the relevant section in a prior step.
Q: How are these different from the existing Send AI Prompt action?
A: Both new actions are purpose-built and ship with tuned defaults, so they work without you writing any instructions. Send AI Prompt is general-purpose — you write the entire prompt yourself, and it lacks branching. Summarize with AI is tuned for concise summaries; Analyze sentiment with AI outputs a "Sentiment" field and creates a branch per category.
Q: How is Analyze sentiment different from Categorize with AI?
A: Analyze sentiment is built specifically for tone detection and arrives with default positive/neutral/negative categories. Categorize with AI is for general-purpose classification where you define your own categories from scratch — "Billing," "Support," "Sales."
Q: What happens if the AI can't determine the sentiment?
A: The sentiment output is returned empty and the automation follows the default path. Your workflow continues without interruption.
Q: What if the text I'm summarizing is empty?
A: The step requires input text. If the field is blank or the dynamic content resolves to an empty value, the step fails and the automation follows its error handling path.
Q: Can I use dynamic content in the prompt itself, not just the input text?
A: Yes. Select "Add dynamic content" in the prompt field to insert variables from your trigger or previous steps — useful for prompts that adapt based on the customer's name or account type.
Q: Can I add my own sentiment categories?
A: Yes. Expand "View or edit AI configuration" to add, remove, or rename them. Each category you define creates a separate branch in your automation.

new

Campaigns

CRM

Now Available

Forms

SMS

Four updates for faster Form and List Management

Duplicate lists and promotions more quickly, and build multi-section forms more easily with these updates.
Form_section
Four small fixes that add up
  1. Duplicate lists
    in one click instead of rebuilding it from scratch.
  2. Copy landing page urls
    to easily share forms.
  3. Send or schedule campaigns
    through a single, consolidated flow, instead of two separate, confusing sets of buttons. MMS is automatically hidden for businesses on alphanumeric sender IDs
  4. Build multi-section forms
    more easily with redesigned form sections. Each is its own movable block, with validation that catches structural mistakes like a submit button stranded on the first section.
Why it matters
None of these are big, headline features on their own, but each removes a specific point of friction that partners run into constantly: rebuilding a list from scratch instead of copying one, hunting for a form's public URL, guessing which of two send buttons to use, or hitting a confusing form bug because a section was misconfigured. Individually small, together these changes make day-to-day CRM work noticeably smoother.
Who it's for
  • Partners who regularly create lists, promotions, and forms
  • Anyone sharing form landing pages with clients or prospects
  • Teams building multi-section forms
  • Businesses using alphanumeric sender IDs
How to get started
No setup required. These updates are live now!
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