Changelog
Follow up on the latest improvements and updates.
RSS

Local SEO is now SEO AI, in three editions: Standard, Pro, and the new
Premium
. Standard and Pro keep the features your clients use today under the new names. SEO AI Premium adds the AI Search Specialist, an AI employee that shows whether AI recommends your clients and does the work to change it.Why it matters
Customers now ask ChatGPT, Gemini, and Perplexity which local business to call. If a business isn't recommended, it's invisible to those customers. The AI Search Specialist moves your clients from "Are we showing up?" to "Are we being chosen?"
What's new in SEO AI Premium
- Fixes and fresh content, ready to go:a monthly blog post (requires a paid edition of Social AI), FAQs updated monthly, and robots.txt and schema fixes. Approve everything in one click on the Next Steps page, pick individual fixes, or let the Specialist run on its own. If a change breaks the site's layout, it's undone automatically.
- See whether AI is recommending you:Brand Visibility, AEO, and SEO reports start when Premium is turned on and refresh on the first business day of each month, in a new Performance tab.
- Business profiles and keywords, handled:the Specialist fills in profile details from the business's website, syncs them to connected listings, handles Google's suggested edits, and picks 10 keywords worth tracking.
- Ask about your data:plain-language answers about keywords, listings, citations, website health, and AI visibility.
Where it works
- Reports, profile upkeep, keyword picks, and chat work on any website.
- Blogs, FAQs, and website fixes work end to end on WordPress sites hosted by Vendasta on WP Cloud.
- Blog posts require a paid edition of Social AI.
- Backlinks are not included and remain a human service.
If you were in the open beta
The Local SEO Pro open beta ended Oct 30. Profile changes made during the beta stay in place, and past reports are available through chat with the AI Search Specialist. SEO AI Pro features are unchanged.
Get started
- Upgrade the account to SEO AI Premium in Partner Center. Pricing is listed there.
- In Business App, open the AI Workforce and select the AI Search Specialist.
- Turn on Business Profile Optimization with a single toggle.
- Check the new Performance tab for the first reports.
Questions? Reach out to your Vendasta account rep.

You and your clients can now see how much work your Conversations AI Employees do, measured in AI Credits. Nothing is charged and nothing stops until January 1, 2027, when Included credits start to apply.
Where to look:
- Single account:in Business App, go to Administration > Credits > AI Credits.
- Every account at once:in Partner Center, open Premium Reports and search for AI Credits. Premium Reports are included with Vendasta Professional, Premium and Custom Enterprise plans.
What's live now and what changes on January 1
- From November 1, 2026:usage appears in AI Credits. Nothing is charged, nothing stops, and usage in November and December is never billed later.
- January 1, 2027:Included credits start to apply. Every account begins the month with its full Included credits, and credit packs become available to purchase. New AI work pauses if an account reaches zero, and work already underway, like a live call, always finishes.
The subscription itself is unchanged. Extra credits are always a credit pack you choose to buy, never a charge that builds up unnoticed.
What to do before January 1
Use November and December to see real usage and plan around it:
- Check usage on your Conversations AI accounts.
- Compare each account's usage with its Included credits (see editions list below).
- Plan for any account running above its Included credits. Model choice, knowledge base size and capabilities all change how far credits go. Credit pack sizes, types and prices will be announced before January 1.
How AI Credits work
AI Credits measure the work your AI Employees do, such as answering a call or handling a chat conversation.
- Included credits:every AI product subscription includes a monthly amount, sized so most accounts never run out. They renew on the 1st of every calendar month, not on the subscription start date or invoice date, and they stay with their product. Heavy use in Conversations AI doesn't use up the Included credits for Social AI or Reputation AI.
- Extra credits:pre-paid credit packs add capacity when an account needs more. They are shared across all AI products on the account. There is no open meter, and nothing is charged after the fact.
Conversations AI is the first product on AI Credits. SEO AI, CRM AI, Social AI and Reputation AI follow, with timing to be confirmed. Vibe Credits stay separate, with their own balance.
What each Conversations AI edition includes
- Conversations AI Standard:4,350 Included credits per month. Typically delivers about 5,000 chat messages. A heavier setup may deliver about 2,400 messages.
- Conversations AI Pro:5,850 Included credits per month. Typically delivers about 6,900 chat messages. A heavier setup may deliver about 3,200 messages.
- Conversations AI Premium:23,000 Included credits per month. Typically delivers about 340 voice minutes. A heavier setup may deliver about 270 voice minutes.
The number of messages and voice minutes are estimates for the default AI model. On Conversations AI Premium, chat and voice share from the same Included credits amount.
How far credits go
A credit buys a fixed amount of AI work, and how far it goes depends on how that work is set up. Think of it like the range on a car: a simple FAQ call on the default model goes further than a complex call on a premium model.
- Chat:a typical message uses about 0.85 credits. A heavier setup, such as a large knowledge base or long instructions, could use about 1.8.
- Voice:a typical AI phone minute uses about 67 credits, including the cost of the phone line while the AI is on the call. A heavier setup uses about 85.
- What pushes usage up:model choice, knowledge base size, extra AI capabilities and prompt length. Accounts on an older, more expensive AI model use credits faster.
- What's free:asking the in-platform AI Support Assistant a question doesn't use credits.
Quote and price with confidence
You can now quote what a subscription includes before the month starts. Use the conversion rates above to price in AI Credits, or keep selling in estimated messages and minutes.
Find usage for one account
- In Business App, go to Administration > Credits.
- Open the AI Credits tab. Vibe Credits have their own separate tab.
- Check the balance split between the Included credits for each product and any Extra credits you have purchased (when it's available).
- Review the usage list.
Each row in the usage list shows:
- What happened:the AI actions that used credits, shown per day.
- Product:where the usage came from.
- Credits used:how many credits the actions used.
- Date:when the credits were used.
Until January 1, 2027, the page is for visibility only: usage is recorded in AI Credits but is not limited by them. A banner on the page reads "This is an early look at your AI Credit usage. Credits start applying from January 1, 2027." Only Conversations AI usage appears for now, and usage for other AI products may be missing or incomplete. Once the Buy credits page is available, your Extra credits balance will appear on the AI Credits tab.
See usage across all your accounts
Partners can see AI Credits usage across their entire portfolio of accounts in Partner Center, starting now. If your organization has Premium Reports, there is nothing to request or switch on.
- In Partner Center, go to Reports > Premium Reports in the left sidebar.
- Search for AI Credits (under Billing) and open the report.
Plans:
Premium Reports are included with the Professional, Premium and Custom Enterprise plans, and must be enabled for your organization. On Starter, or if Premium Reports isn't enabled, account-level usage is still available in Business App.Team members:
each admin needs the Premium Reports permission under My Team to see reports. Individual reports can also be shared with specific people.Questions?
If something here doesn't work for how you run your business, tell us at feedback.vendasta.com or talk to your Vendasta account manager. We're running visibility for two full months before credits apply, so we can act on what you tell us.
FAQs
Will anything be charged now?
No. Until January 1, 2027, usage is shown for visibility only. It is not limited by AI Credits and it is never billed later.
I told clients Conversations AI Premium had an unlimited calling bonus until mid-2026. What should I tell them now?
That timeline has been replaced by the one in this post. Nothing changes for your clients before January 1, 2027. From then, Conversations AI Premium includes 23,000 Included credits a month, about 340 voice minutes. Review their November and December usage to have a specific conversation with each client before credits apply.
Can I hide the Credits page from my clients?
Not in this release. Usage is visible on the account, so nobody is caught out by it. If that doesn't fit how you work with your clients, tell us at feedback.vendasta.com.
What happens when an account runs out of Included credits?
Nothing now. From January 1, 2027, new AI work pauses once a Conversations AI subscription runs out of Included credits, and work already underway always finishes. Buying a credit pack restores capacity right away. Included credits renew on the 1st of the month.
How much do credit packs cost?
Credit packs and the Buy credits page are coming soon. We will announce pack sizes, prices and how to buy before credits apply.
Which products use AI Credits? What about Vibe?
Conversations AI is the first. SEO AI, CRM AI, Social AI and Reputation AI follow, with timing to be confirmed. Usage for those products may appear but can be incomplete, and their Included credits are not final. Vibe Credits are a separate system with their own balance, and the two never affect each other.
Will heavy use in one product use up credits another needs?
Not Included credits. Each product has its own. Extra credits from packs you buy are shared across all AI products on the account.
Can I see usage from before November 1?
You may see some usage from mid-October onward, but it is partial. Review November and December for a reliable picture of a full month's AI Credits usage.
new
AI
Now Available
Vendasta Vibe
Ask questions, brainstorm, and troubleshoot for free every day in Vibe
Save building credits by exploring ideas, troubleshooting issues, and asking questions with a daily free Ask allowance, now available in Vibe.
Explore and troubleshoot projects without consuming build credits
Every Vibe plan now includes a dedicated daily Ask allowance that resets every 24 hours at midnight UTC. Ask questions, diagnose issues, and scope page architecture freely before spending your regular credits on making actual project changes.
Why it's Important
Many critical steps in web development, such as investigating why a form fails to submit, analyzing page structure, or planning a booking flow, involve exploration rather than direct code updates. Previously, sending diagnostic or planning prompts drew from the exact same credit balance needed to build.
This update removes friction by separating discovery from execution. You can now thoroughly troubleshoot and brainstorm for free, reserving paid credits strictly for implementing changes. If your balance reaches zero credits, you can continue troubleshooting while remaining within your daily Ask allowance.
What's Included
- Free: 500 credits per day (~6 to 10 questions)
- Standard: 3,000 credits per day (~40 to 60 questions)
- Pro: 7,500 credits per day (~100 to 150 questions)
Automatic Daily Resets:
Allowances refresh every day at midnight UTC (unused allowances do not roll over).Usage Metering:
A progress indicator appears when 90% of the daily Ask allowance has been reached. Once the daily limit is exhausted, Ask mode transitions to consuming your standard credit balance until the next midnight UTC reset.Preserved Context:
Switching from Ask to Plan or Build automatically carries over conversation history so no context is lost.How to Access
- Open any project in Vibe.
- In the mode selector next to Send, select Ask(labeled Free daily).
- Enter your question or diagnostic request.
- When ready to implement changes, switch to Plan or Build, or accept Vibe’s direct suggestions to start a Build run.
Tip: Start a new conversation session when switching topics. Shorter context threads keep per-message token consumption lighter, extending your daily allowance.
FAQs
Q: Is Ask completely free?
A: It is free for everyday use up to your tier's daily limit. If the daily allowance is exhausted, Ask mode will draw from your regular credits until the reset at midnight UTC.
Q: Will free Ask activity appear in credit balance or usage logs?
A: No. Free Ask usage is tracked separately and does not appear in standard usage history. Only Ask queries that exceed the daily free allowance and draw from regular credits are recorded in usage history.
Q: Do I need to activate this feature?
A: No, this allowance is automatically enabled across all editions.
new
APIs & Integrations
Now Available
Every integration on one page, with several accounts per integration
Find, connect and fix every integration from one page, and connect more than one account to the same tool, such as two Gmail inboxes or two Shopify stores.

One list for everything connected, broken or available
The separate Browse and Manage tabs are gone. The Integrations page now shows everything in one list: a
Needs attention
section first, then MCP servers
, then one section per category. Each section shows six integrations, with connected ones displayed first, and a Show all
route to see the rest.- Several accounts per integration:Connected accounts share one row, and an "Add" button connects another account, up to the integration's limit.
- Problems show on the row:A broken connection shows "Reconnect" or "Resume," with the reason, right on its row.
- Filters and search:Filter by "Category," "Connected," or "Mine" (connections you made yourself). Search covers integration names, descriptions and categories.
- Shareable links:Your filters are saved in the page link, so you can copy a filtered view, like a client's connected CRM integrations, and send it.
- Built for phones:A denser layout, categories in a bottom sheet and expandable search make it easy to check and fix connections on the go.
Why it matters
Before, you had to know whether an integration lived under Browse or Manage. Only one connection per integration showed on the page, so a second Gmail or Outlook inbox disappeared from the list, even when it was broken. Problems showed in banners at the top of the page instead of next to the integration they belonged to.
Now nothing is hidden. Every connected account is visible, broken connections are flagged where you'll see them, and you or your clients can fix them in one click, so AI Employees and automations keep running.
Who it's for
- Partners managing integrations on behalf of SMB clients in Partner Center
- SMBs that use more than one inbox, store or account in the same tool
- Business owners who want to check and fix connections from their phone
How to get started
The new page is live in both Business App and Partner Center. No setup is needed.
Find and connect an integration
- Go to Business App > Settings > Integrations, or open the business's Integrations page in Partner Center.
- Scroll the sections, pick a "Category" or search.
- Hover over a row and select "Connect." A green check means it's connected.
Add another account to an integration
- Find the connected integration's row
- Select "Add" and sign in to the additional account
Fix a broken connection
- Look in "Needs attention" at the top of the page
- Select "Reconnect" or "Resume"
Add an MCP server
- In the "MCP servers" section, select "Add server"
FAQs
Q: Where did the Manage tab go?
A: Everything is on one page now. Turn on the "Connected" filter to see only what's connected, or "Mine" to see only the connections you made.
Q: Can I connect two Gmail (or Outlook, or Shopify) accounts?
A: Yes. Select "Add" on the integration's row. Each integration has its own limit on how many accounts it allows.
Q: I connected a second account before and it wasn't on the list. Is it lost?
A: No. Those accounts were always connected; the old page only showed one. They now appear on the row, and in "Needs attention" if they need fixing.
Q: How can I see who connected an account?
A: Open the integration. Its page lists who connected each account.
Q: Can I send someone a link to just the CRM integrations?
A: Yes. Pick the category and filters, then copy the page link. Whoever opens it sees the same view.
Q: Is this in Partner Center too?
A: Yes. Business App and Partner Center share the same Integrations page.
Q: The page says connections couldn't load. What do I do?
A: Select "Retry." While connections can't load, the page hides the Connected and Mine filters and Connect buttons, so you won't see a false "not connected" state.
new
APIs & Integrations
Now Available
AI Workforce
Connect your AI Employees to any tool with a public MCP server
Give your AI Employees access to almost any tool your clients already use. If the tool has a public MCP server, you can connect it to Business App yourself, without waiting for a native integration.
Bring the tools your clients use to their AI Employees
You can now connect any public MCP (Model Context Protocol) server to Business App. Add the server's URL, sign in, and give its capabilities to an AI Employee, which can then use them in conversation.
- Connect any public MCP server from Business App
- Sign in with an API key or OAuth
- Each connected server appears as its own integration card on the Integrations page
- Add the server's capabilities to any AI Employee and use them in chat
Why it matters
Business across industry verticals use far more tools than any integration list can cover. Until now, if a tool wasn't on the list, AI Employees couldn't work with it, and you had to tell clients to wait for a native integration. Now, when a software vendor publishes an MCP server, you can connect it the same day. That means you can:
- Say yes to moreclient requests about the tools they already rely on
- Build AI Employees that take actionin a client's own systems, not just answer questions
- Stop waiting on an integration roadmapto deliver value to niche or industry-specific clients
Who it's for
- Partners building and configuring AI Employees for SMB clients
- SMBs whose day-to-day tools aren't on the native integrations list
- Agencies serving niche or vertical industries with specialized software
How to get started
Requirements:
The tool must have a public
MCP server URL, plus an API key or an account to sign in with OAuth.Connect the MCP server
- In Business App, go to Administration > Integrations
- Click Connect MCP
- Enter the public MCP URL
- Give the integration a name
- Choose how to sign in: API keyorOAuth
- Enter the API key, or sign in and approve access for OAuth
- Your new integration card appears on the Integrations page
Give it to an AI Employee
- Go to AI Employeeand open the AI Employee you want to configure
- Add the capability from the MCP integration you just connected
- Save. The AI Employee can now use that capability in chat
FAQs
Q: Which MCP servers can I connect?
A: Any MCP server with a public URL. Private or locally hosted servers aren't supported.
Q: How do I sign in to the server?
A: With an API key or OAuth, depending on what the tool's MCP server supports.
Q: Who supports the connected tool if something goes wrong?
A: The tool's vendor. How well a capability works depends on the third-party MCP server, which Vendasta doesn't control or support.
Q: Can I use one MCP integration with several AI Employees?
A: Yes. Once connected, you can add the server's capabilities to any AI Employee.
Q: Do I still need native integrations?
A: Native integrations stay available. MCP lets you connect tools that don't have one yet.
new
WordPress Hosting
Protect your remaining WordPress sites by October 31
Nearly every WordPress site hosted on Vendasta has already moved to our new hosting. A few sites remain on older infrastructure and require a decision from you before the final deadline on
October 31.
Sites on our new hosting are already protected
On October 21, the PHP project disclosed two critical vulnerabilities (CVE-2026-109618 and CVE-2026-109619) that could allow unauthenticated remote code execution, and active exploitation has been observed.
Sites hosted on our new infrastructure were protected against both vulnerabilities prior to public disclosure. You and your clients do not need to take any action for these sites.
Sites on older infrastructure require action
The remaining sites run on an older PHP version, which prevented them from migrating automatically and leaves them without this protection. Upgrading them to PHP 8.3 is the fastest way to secure them and complete their migration.
- Upgrade it yourself:Use the tracker to identify what is preventing each site from running on PHP 8.3.
- Have Vendasta Services rebuild it: Request a paid rebuild, which begins once you provide written approval (recommended if you do not have a developer available).
- Retire it: Decommission sites your clients no longer need.
How to review your sites
- Enter your Partner IDinto the tracker tool to view all sites requiring a decision and their current blockers.
- If no sites appear, all of your sites are already migrated and protected.
What happens after October 31
After the deadline, we will automatically attempt to upgrade every remaining site to PHP 8.3 and migrate it to the new hosting environment. Any site incompatible with PHP 8.3 will go offline and remain offline until it is updated or rebuilt.
Need a hand?
Submit a support ticket directly in Partner Center.
new
Partner Center
Now Available
Apply Vendasta Blueprints to setup client accounts in minutes

Launch client accounts in minutes by applying pre-built, industry-specific configurations using
Vendasta Blueprints
, now available in Partner Center.What It Is
Vendasta now offers 18 ready-made templates built and tested for specific business verticals, including trades like plumbing, professional services like law firms, and personal care like salons. Instead of building from scratch, partners can apply an entire vertical configuration in a single step to instantly set up an account’s AI Receptionist, CRM pipelines and custom fields, follow-up campaigns, and review requests.
Why It’s Important
Starting a new client from a blank account traditionally required substantial manual labor to determine and configure the right pipelines, follow-up automations, and receptionist instructions. This setup burden slows down onboarding and caps agency scalability. With Vendasta Blueprints, agencies, franchises, and multi-location brands can standardize their delivery, onboard clients faster without adding overhead, and ensure every location adheres to a proven, trade-tuned operating standard.
What’s Included
18 trade-specific templates:
- Home Services:Plumbing, HVAC, roofing, electrical, garage door, home cleaning, remodeling
- Automotive Services:Auto repair, towing
- Pet Services:Pet grooming, pet boarding, vet clinics
- Professional Services:Accounting, insurance, law firms
- Other Verticals:Travel agencies, beauty salons, nonprofits

Complete Turnkey Setup:
Pre-configures the AI Receptionist, CRM pipeline, custom fields, follow-up campaigns, and review requests tailored to the trade (e.g., routing emergency calls for plumbers or conducting compliant intake for law firms).Pre-Apply Visibility:
Plain-language summaries outlining exactly what each template configures prior to application.Safe Onboarding Controls:
All automations arrive switched off by default so no messages are sent until you are ready.How to Access
- Go to Partner Center > Accounts>Blueprints>Blueprint templates.
- Select the template designed for your client’s industry and click Add to my blueprints.
- Ensure the destination account has Campaigns Pro, Reputation AI, CRM AI, and Conversations AIenabled.
- Open the template in My Blueprintsand apply it to an individual account, multiple accounts, or a multi-location group.
- Add the business's specific details into the AI Receptionist and switch on the automations you want running.

FAQ
Q: What products must be activated on the account before applying a blueprint?
A: The destination account must have Campaigns Pro, Reputation AI, CRM AI, and Conversations AI activated, or the application will fail.
Q: Can I apply a blueprint to an account that already uses CRM custom objects?
A: Most blueprints consume all 3 available CRM custom object slots. It is strongly recommended to apply templates to accounts that do not currently have custom objects configured.
Q: Will automated messages be sent to customers immediately after applying a blueprint?
A: No. All automations arrive switched off by default, allowing you to review configurations and add client details before activating them.
new
Conversations AI
Now Available
AI Workforce
AI Chat Receptionist
AI Voice Receptionist
Manage & monitor AI employee performance with these four updates
Check, control, and safely update every AI Employee you configure to ensure they're doing their job well.

Control what your AI Employees say, and know how well they're doing
Anyone configuring an AI Employee in Partner Center or Business App now has four tools for managing it:
Jobs to be done
Every AI Employee is scored against three built-in jobs, each with chat and voice variants:
- Information Issue Resolved
- Inquiry Answered
- Lead Captured
Each job is scored from real conversations in the last 30 days and shows "On target," "Below target," or "No results were found."
Tip: You can also add your own custom jobs!
Guardrails
Add rules that apply to the AI employee's replies or to the visitor's message, and customize what happens when the defined scenarios occur. There are five core types of guardrails:
- Message length
- Custom rule
- Personal information
- Blocked words
- Safety (violence, sexual content, self-harm, illegal activity, harassment and dangerous content)
AI-assisted editing
Want to change an AI Employee's behavior by improving prompts or adding capabilities, but not quite sure how? Press "Modify" and describe the change you want in plain language. The AI Employee Builder will propose an edit designed to achieve the desired outcome, and wait for your approval or further discussion before implementing any changes.
Versioning
Edit without fear of changes having undesired effects. Each update is logged in an AI employee's History. Roll back to an earlier version with one click.
Why it matters
Before this release, monitoring and optimizing an AI employee's performance was time consuming, and often tedious. The only way to tell whether an AI Employee was doing its job was to read conversations they participated in one by one. Important behavioral directives had to be worked into the main prompt. Updates were implemented with no history logged and no way back, and changing behavior meant rewriting instructions manually.
Now you can:
- Check at a glance whether each AI Chat or Voice Receptionist is resolving issues correctly, answering inquiries, and capturing leads, and use those results to see which prompts need work
- Stop an AI Employee from saying things it shouldn't, without rewriting its instructions
- Make changes with confidence: try performance refinements, and roll back if the changes don't have the desired result
- Describe a change in plain English, such as turning a chat prompt into a voice prompt, and review it before it goes live
Who it's for
- Partners who configure and manage AI Employees for their business, and their SMB clients
- Agencies running AI Chat and Voice Receptionists across many accounts
- Partners and SMBs with strict business and industry policies that must be respected
How to get started
Available in Partner Center and Business App.
Review and add jobs to be done
Available for: AI Chat Receptionist and AI Voice Receptionist
- Go to AI > Workforce > select "Configure" on an AI Employee
- Under Jobs to be done, review the built-in jobs and their status
- To add your own, select "Add job" and enter a name, when a conversation is considered, how a conversation is evaluated, and a target pass rate
Add a guardrail
Available for: Text-based channel employees. (Guardrails can’t be applied to voice employees.)
- Go to AI > Workforce > select "Configure" on an AI Employee > Profile > Guardrails
- Add a guardrail and choose whether it applies to AI replies or the visitor's message
- Customize what happens when the defined scenarios occur
- For Safety and Custom rule guardrails, consider writing your own message for blocked replies (they use a generic refusal by default)
Make a change with AI-assisted editing
Available for: Any AI Employee
- Go to AI > Workforce > select "Configure" on an AI Employee > Modify
- Start from "Improve my prompts," "Create a new capability," or "Add useful capabilities for my business category," or describe your own desired change
- Review the plan, including "What Stays Exactly the Same," then select "Approve" to publish it as a new version
Manage versions
Available for: Any AI Employee
- Go to AI > Workforce > select "Configure" on an AI Employee > Restoreto view version history and restore a previous version
FAQs
Q: Will this change how my AI Employees behave today?
A: No. Guardrails and custom jobs only apply once you add or activate them.
Q: Is the safety guardrail on by default?
A: No. Every guardrail is opt-in, Safety included.
Q: Which AI employees can I use these features on?
A: Modifying with AI and versioning are available for all AI employees. Guardrails are available to any AI employees that communicate through text-based methods, so they are not available for AI Voice Receptionists. Jobs to be Done are available for AI Chat and Voice Receptionists.
Q: What does a job's status mean?
A: Each job is scored against real conversations from the last 30 days. "On target" and "Below target" compare its pass rate with the job's target. "No results were found" means no conversation in that window matched the job.
Q: What does a rollback restore?
A: The AI Employee's name, role, capabilities, guardrails and model settings. Triggers, knowledge sources and automations aren't part of a version, so check those after a rollback.
Q: I edited a capability and other AI Employees got a new version. Why?
A: A capability shared by several AI Employees is one configuration, so publishing a change to it creates a new version of every AI Employee that uses it. To change just one AI Employee, give it its own copy of the capability.
Q: Does AI-assisted editing change anything before I approve it?
A: No. The builder returns a plan, and nothing changes until you approve it.
new
CRM
Now Available
No limits: Export every record, tracking progress all the way
Select all and export everything from any Business App or Partner Center table, and follow each import and export's progress.

Bigger exports, with progress you can follow
- No more 64K limit:Select all on any object table and export every record.
- Track progress from the start:Progress appears as soon as an export starts.
- Download automatically:If you leave and come back after the export finishes, the download starts on its own.
- Email with a link:You also get an email with a download link, in your language.
- Monitor import progress too:CSV imports now show progress in the same panel. Select any export or import row to see its activity in detail.
Why it matters
Before, large accounts couldn't export their full data in one go because of the 64K-record limit, and there was no easy way to see how an export was going. Now you can export a complete list in one step and keep working while it runs, without wondering whether it worked. Imports got an upgrade too, with full visibility on their progress coming into Partner Center or Business App.
Who it's for
- Partners and businesses with large contact or company lists
- Agencies that export client data for reporting or migration
- Teams importing data by CSV
How to get started
Export
- In Business App or Partner Center, open any object table (for example, Contacts or Companies)
- Press Select all > Actions on all > Export
- Follow the progress
- Select any export row to see its activity in detail
- Download the file when it's ready, or use the link in your email
Import
- In Business App or Partner Center, open any object table (for example, Contacts or Companies)
- Press "Import" and follow the prompts
- Follow the import's progress in the same panel
- Select any import row to see its activity in detail
FAQs
Q: Is there still a limit on how many records I can export?
A: No. The 64K-record limit is gone.
Q: Do I have to stay on the page while an export runs?
A: No. You can navigate away. When you come back after it finishes, the download starts automatically, and you'll get an email with a link.
Q: Does this work in Partner Center?
A: Yes. It works in both Business App and Partner Center.
new
CRM
Now Available
Commerce
See every credit note's status, and record why it was issued
Manage credit notes effortlessly with these updates that help you review, edit, and document.

Status you can filter, and notes you can keep
Track credits and remember why they were issues with the latest updates to credit notes.
- See status at a glance:The credit notes table has a new status column (Draft, Issued or Fully applied), with quick tabs and a filter. Each credit note shows its status too.
- Add / edit memos post-issuance:The internal note or memo field used to work only while a credit note was a draft. Now you can add or edit it after the credit note is issued or fully applied. It saves automatically, and every edit is tracked.
Why it matters
Before, there was no way to see which credit notes were still drafts and which were final, and once a credit note was issued you couldn't add context to it. Six months later, nobody remembered why a credit was given. Now you can find drafts that need finishing, track what's been applied, and keep a record of the reason for every credit.
Who it's for
- Partners who issue credit notes to their clients
- Finance and billing teams reconciling client accounts
- Agencies that need a clear record of credits for audits or client questions
How to get started
- Go to Partner Center > Commerce > Credit Notes
- Use the status tabs or filter to view "Draft," "Issued," or "Fully applied" credit notes
- Open a credit note and add or edit the internal memo. It saves automatically.
FAQs
Q: What's the difference between "Draft" and "Issued?"
A: A draft exists but hasn't been finalized, so its line items and amounts can still change. Once it's issued, they're locked.
Q: Can I edit the memo after a credit note is fully applied?
A: Yes. The memo can be added or edited at any status.
Load More
→