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new

Business App

Executive Report

Campaigns

Now Available

Track Email and Campaign Performance in the Executive Report

Email and campaign performance metrics are now included in the Executive Report in Business App. See delivered, opened, and clicked stats for standalone emails and campaigns alongside the rest of your business reporting—all in one place.
Screenshot 2026-04-10 at 4
Email performance, right where you need it
The Executive Report now includes stat cards for both standalone emails and campaigns. Each card breaks down key engagement metrics—delivered, opened, and clicked—with both graph and table views. Whether you're running a targeted email or a full campaign, performance data is now surfaced directly in the report your clients already use to understand how their business is doing.
Why it's important
Email is one of the most direct ways businesses connect with their customers, but without clear performance data in the right place, it's hard to know what's working. Partners and SMBs have needed to look in separate areas of the platform to understand how their emails and campaigns performed—disconnected from the broader picture of business health.
Now, email and campaign stats live alongside the rest of the Executive Report, making it easier to see the full impact of marketing activity without switching views or tools. This is especially valuable when reporting to clients: instead of pulling separate numbers, partners can walk clients through a complete performance summary in a single report.
How to access
  1. Go to
    Business App > Executive Report.
  2. Scroll down to the "Marketing" section.

new

Business App

User Management

Now Available

Self-serve User Management now available in Business App

SMB users can now manage team permissions and update their own email address directly in Business App, no partner involvement or support ticket required.
Screenshot 2026-04-10 at 2
More control, less waiting
Two updates make it easier for businesses to manage their own accounts without needing outside help.
Manage user permissions directly
Users with the "User Management" permission can now view the full users list and control exactly which permissions to grant when inviting someone new—all without contacting a partner or raising a support request. A built-in safeguard prevents users from accidentally removing their own access to the Users or Admin tabs, so self-lockout is never a concern.
Update your own email address
Users can now change their email address on their own, directly within Business App. Something that previously required a partner or support team to action can now be done in seconds by the user themselves.
Why it's important
Small account management tasks shouldn't require outside help. When a team member joins, leaves, or changes roles - or when a user simply needs to update their email address - waiting on a partner or support ticket creates unnecessary friction and delays. These updates put everyday admin tasks where they belong: in the hands of the people who need them done.
How to access
Both features are available now in Business App.
To manage user permissions:
  1. Go to
    Business App > Administration > Users
  2. Select a user or invite a new one
  3. Choose which permissions to grant and save your changes
Note: Only users with the "User Management" permission can view and manage the Users page.
To update your email address:
  1. Go to
    Business App > Profile / Account Settings
  2. Update your email address and save

new

Now Available

Meetings & Appointments

CRM AI

Share meeting recordings externally with CRM AI

Keep deals moving and align external stakeholders by sharing meeting recordings via unique public links, now available in Business App.
Screenshot 2026-04-08 at 7
The best of both worlds: Professional transparency meets internal privacy
External link sharing allows you to generate a public URL for any meeting recording to share with people outside your organization without requiring them to log in. Recipients can watch the video directly in their browser, ensuring stakeholders see the most important "aha" moments of a call instantly.
Why it’s Important
Sharing meeting insights with prospects or clients used to be a high-friction process that could stall momentum.
  • Eliminate Manual Work:
    Previously, users had to download recordings and upload them to third-party services to share them externally. Now, you can enable external sharing with one click directly from the platform.
  • Maintain Data Security:
    While the video is shared, your AI summaries, transcripts, and sales coaching remain private and internal. You get the value of transparency without compromising sensitive meeting intelligence.
  • Accelerate Decision-Making:
    Getting recordings in front of decision-makers faster keeps the deal moving and ensures everyone is on the same page.
What’s Included
  • No-Login Viewing:
    Recipients can watch recordings in their browser without needing a platform account.
  • Persistent Links:
    Generated links are stable; if you disable and later re-enable sharing, the same URL becomes active again, so there is no need to send a new link.
  • Granular Access Control:
    External sharing is independent of internal visibility settings, allowing you to manage who sees what inside and outside your organization separately.
  • Instant Revocation:
    Turn off public access at any time to make the link stop working immediately.
How to Access
Meeting recording is available to Business Accounts with CRM AI.
  1. Navigate to
    Business App > CRM > My Meetings > Recordings.
  2. Click on a recorded meeting to open the
    Meeting Details
    page.
  3. Select
    Share > External share
    and toggle on "Create an external link."
  4. Copy the generated link and send it to your recipient.
  5. (Optional) To disable sharing, return to the same option and turn off Public access. The link stops working immediately. If you re-enable sharing later, the same link becomes active again — no need to send a new URL.
Note: Only the meeting host, creator, or an authorized user with write access can enable external sharing.
FAQ
Does the external link expire?
No. The link remains active as long as public access is enabled. If you disable access, the link stops working, but re-enabling it restores the same URL.
Can external viewers see the transcript or AI summary?
No. The public link only provides access to the video recording. All other meeting data, such as transcripts and sales coaching, remains internal.
Can I password-protect the link?
Not currently. Anyone with the link can view the recording while public access is enabled. We recommend disabling sharing once external access is no longer needed.
Who can enable external sharing?
Only the meeting host, creator, or an authorized user with write access to the meeting can enable or disable external sharing.

new

AI

Now Available

AI Chat Receptionist

AI Voice Receptionist

Meetings & Appointments

AI Receptionist

Customize Appointment Schedules, Reduce No-Shows, and More

Simplify appointment booking and schedule maintenance for your business with these updates to Meetings.
Scheduling that works the way your business actually does
Recent updates to Meetings means greater flexibility for your business, and a better experience for your customers. Including improvements like granular 5 and 10-minute scheduling increments, automatic SMS confirmations and reminders, a unified list view for team meetings, you can tailor your booking software to your unique business.
Why it’s Important
Managing a busy service-based business often involves juggling back-to-back appointments and team coverage, which can lead to operational friction and lost revenue.
  • Eliminate scheduling gaps:
    Previously, being limited to 15, 30, or 60-minute slots meant you couldn't accurately offer time for sessions that required short buffers. For example, if a class ends at 5:30 PM and you need 10 minutes for cleanup, you can now start the next session at 5:40 PM—a time previously unavailable for online booking.
  • Minimize no-shows:
    Customers often miss email notifications. By collecting phone numbers and sending automatic SMS reminders 48 hours before a meeting, you stay connected with customers on the device they use most, leading to more completed appointments and less "chasing."
  • Centralize team management:
    Managers were previously limited to viewing only their own appointments, making it difficult to spot coverage gaps or audit performance. The list view will allow you to manage the whole team from one screen, enabling you to resolve conflicts, reschedule, or cancel meetings on the fly.
What’s New
Available in Partner Center and Business App:
  • Granular increments:
    Surface time slots at any 5-minute or 10-minute mark to offer precise start times like 9:25 AM.
Available in Business App:
  • SMS notifications:
    Automatically send text confirmations upon booking and reminders 48 hours before the meeting.
  • Mobile calendar integration:
    SMS links allow customers to add appointments to Google or Outlook calendars in one tap.
  • Unified meetings list:
    View all active appointments across your entire organization in a single list, with filters to view specific staff members.
How to Access
To enable 5 & 10-minute increments:
  1. Navigate to
    Partner Center or Business App > CRM > My Meetings > Settings > Edit event type > Availability increment.
  2. Select the
    5 or 10 minute
    options.
To set up SMS confirmations and reminders:
  1. Register your business line: Navigate to
    Administration > Conversation Settings > SMS Configuration
    and fill out the registration form.
  2. Enable SMS for events: Navigate to
    Business App > CRM > My Meetings > Settings > Edit event type > Questions for Invitee.
  3. Set the Phone Number field to "Required" and select SMS as the notification channel.
Note: SMS registration is currently supported only for businesses in Canada, the United States, and Italy.
To view team meetings:
  1. Navigate to *Business App > CRM > My Meetings
  2. Click the Users filter and select teammates to see the broader organization's schedule.
  3. Click Edit to cancel or reschedule any team member's meeting.
Note: For privacy purposes, the unified list view only displays appointments booked through the platform; private events from synced external calendars remain hidden. Additionally, if a staff member leaves organization, their history isn't lost. You can still view their active and past meetings by selecting their name in the filter.
Need to Know
  • Regional Support:
    SMS registration is currently supported only for businesses in Canada, the United States, and Italy.
  • Subscription Requirements:
    Sending SMS requires an active subscription to Conversations AI Pro/Premium, Reputation AI Premium, or Campaigns Pro.
  • Timezones:
    Scheduling slots automatically account for the customer's local timezone and daylight saving transitions.
Vendasta Canny banner - March 30 Support Update
To provide you with a faster and more streamlined support experience, we are transitioning to a new ticketing system on
Monday, March 30th.
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:
  • Live Chat Support:
    For Partners with live support, live chat functionality will be temporarily unavailable within Partner Center and WordPress Hosting until further notice.
  • Customer Ticketing Portal:
    The portal where you typically view and manage tickets will also be unavailable during this period.
  • Open Tickets:
    If you have an active conversation with us, don't worry. Our team will initiate a
    new ticket thread
    in our new system so we can continue working with you without missing a beat.
  • Historical Data:
    We’ve got you covered. Our team will still be able to reference your historical ticket data as needed to ensure continuity of service.
How to reach us
Even though chat and the portal are offline, our team is still here to help! You can reach us through these channels:
  • Email:
    support@vendasta.com
  • Phone:
    If you have live support, call the support number found directly in
    Partner Center → Help (?).
We appreciate your patience as we upgrade our tools to serve you better.
– Vendasta Support Team

new

Business App

Conversations AI

Now Available

AI Workforce

AI Chat Receptionist

Connect existing WhatsApp Business numbers to Conversations AI for Customer Communication at Scale

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.
Screenshot 2026-03-18 at 12
Personal Touch Meets Professional Scale
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.
Reminder:
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
Business App > AI > AI Workforce > AI Chat Receptionist > Configure > Triggers
.
Screenshot 2026-03-18 at 12
Why it’s Important
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.
What’s Included
  • Dual-platform flexibility:
    Use the mobile app for quick 1:1 tasks and Business App for collaborative, agentic, or automated messaging.
  • Chat history import:
    Sync up to 6 months of existing chat history and all contacts directly into the CRM.
  • Real-time synchronization:
    Messages sent from the phone appear in the platform, and messages sent by team members or AI employees in the platform appear on the phone.
  • Secure QR connection:
    Set up using the "Sign in with Facebook" flow and a simple QR code scan.
How to Access
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.
  1. Navigate to
    Business App > Administration > Conversations Settings > WhatsApp.
  2. Click "Sign in with Facebook" and log in to authorize the connection.
  3. Select your Business Portfolio and choose "Connect a WhatsApp Business App" to link an existing account.
  4. Enter your business phone number and select the account listed as Registered.
  5. Scan the QR code.
  6. Open the WhatsApp Business App on your phone, tap the notification from Facebook Business, and select Connect.
  7. Choose your chat history preference and scan the QR code displayed on the platform to complete the link.
  8. Complete any remaining on-screen steps. If prompted, you can optionally add a payment method or finish the connection process.
1200x628 CRM AI launch banner
Vendasta CRM AI
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.
Why Vendasta CRM AI?
  • Get a CRM that updates itself:
    Say goodbye to manual data entry. The AI Sales Assistant automatically updates contact and company records based on meeting details and sales activities, giving sales reps more time to focus on selling.
  • Turn sales calls into actions and insights:
    Gain complete visibility into every deal without being on every call. Built-in meeting recording for Google Meet and ad-hoc Microsoft Teams meetings captures conversations and provides AI-generated summaries and action items for faster follow-up.
  • Turn your team into rockstar sellers:
    Every rep can perform like your best with Sales Coaching. The AI scores interactions on sentiment and sales methodology (like BANT or MEDDPICC), surfacing clear opportunities for improvement.
  • Stay on top of every opportunity:
    Stop digging through data. Simply ask the AI Sales Assistant questions like "What was the outcome of my last meeting with Acme?" to get instant, contextual answers and find hidden opportunities within your pipeline.
What’s included in CRM AI?
CRM-AI-Sales-Assistant
Meet your AI Sales Assistant
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.
  • Organize data and find growth:
    Reduce manual updates by automatically keeping the CRM accurate without reps needing to perform manual data entry.
  • Surface insights instantly:
    Use a natural-language chat interface to get answers from CRM instead of digging for information.
  • Improve CRM hygiene:
    Ensure every interaction is logged accurately by extracting outcomes directly from sales activities.
CRM-AI-Conversation-Intelligence
Conversation Intelligence
  • Capture every conversation:
    Ensure no meeting details are missed and no opportunities are lost by recording and transcribing every call.
  • Get shared visibility:
    Access a unified record of meetings, summaries and action items directly within the CRM for better team collaboration.
  • Improve follow-up accuracy:
    Close deals faster with clear, AI-extracted action items that allow you to follow up with total confidence.
CRM-AI-Sales-Coaching
Sales Coaching
  • Make every rep a top performer:
    With AI sales coaching on every call, drive consistent performance gains and improve win rates.
  • Standardize sales methodologies:
    Get teams to follow sales frameworks like BANT, MEDDPICC, or SANDLER automatically.
  • Get reps up to speed faster:
    Get new reps to sell like seasoned professionals with AI surfacing topics, opportunities and conversation scores.
CRM Custom Objects
  • Adapt to your specific industry:
    Customize your CRM modules to support your business or industry’s unique workflows.
  • Track what matters to you:
    Create custom fields and categories to manage specialized data like equipment, properties, or vehicles, all within a single system.
  • Grow without complexity:
    Get the flexibility of enterprise CRMs without the operational overhead of implementation and maintenance associated with them.
CRM AI editions and pricing
Free
: Core CRM included with every Business App
  • Contacts, Companies
  • Opportunities
  • Visual pipelines
  • Forms
  • Smart lists
  • Meeting scheduler
CRM AI Standard (Suggested retail price: $19/org/month)
*: Great for businesses with 1-2 salespeople
  • Custom Objects
  • AI Sales Assistant
  • Auto CRM updates
  • Chat with CRM data
  • Plus everything in Free
CRM AI Pro (Suggested retail price: $79/org/month)
*: Great for businesses with more than 2 salespeople.
  • Conversation Intelligence
  • Meeting recording
  • Summary, action items
  • Sales Coaching
  • Conversation scoring
  • Coachable moments
  • Sales frameworks
  • Plus everything in Standard
*NOTE: Vendasta partners can avail 70% off retail price.
Why it matters for your business
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.
Join the launch event
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.

new

Partner Center

Subscriptions & Invoices

Orders

Now Available

Commerce

Customize Packages for Easy Ordering and Billing

Deliver accurate, transparent, and multi-frequency offerings by customizing package composition and line-item details in Partner Center.
Packages, Personalized
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.
What's included
  • Item-level pricing control:
    Manually set each line item to a specific price and frequency.
  • Smart price allocation:
    Set a total package price and have the system automatically distribute it across items using weighted breakdown logic.
  • Multi-frequency support:
    Combine items with different billing cycles (e.g., monthly, yearly, and one-time) into one cohesive solution.
  • Preset visibility settings:
    Control whether customers see just the package name, the contents, or the individual item pricing by default.
  • Automated migration:
    Existing packages will automatically convert to the new line-item pricing model the first time they are edited and saved in the constructor.
Why it’s Important
Previously, partners lacked the ability to set pricing at the item level or support multiple billing frequencies when creating packages. This often led to:
  • Pricing confusion: Partners had to manually adjust item prices in the ordering workflow to correct inferred price breakdowns.
  • Limited customization: Partners could not easily combine items with different frequencies, such as a one-time setup fee, a monthly subscription, and a yearly domain charge, into a single package.
  • Inconsistent visibility: Partners could not preset how a customer would view the package breakdown on invoices or subscriptions.
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.
How to Access
  1. Navigate to Marketplace in Partner Center.
  2. Select "Create package" or edit an existing one.
  3. Use the Item Pricing Table to adjust individual costs or use the "Edit total price" modal to distribute pricing automatically.
  4. Configure customer visibility under Settings.
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.
Why it's Important
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
just
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.
What's Included
  • Up to 40% faster response initiation:
    AI responses now begin significantly faster than previous versions.
  • Reduced latency:
    Response delays have been cut from a range of 2.2–2.8 seconds down to just 1.35–1.89 seconds.
  • Streaming delivery:
    New technology that eliminates wait times by delivering voice in real-time.
  • Natural conversation feel:
    Near-instant responses that keep users engaged and prevent them from questioning the connection.
How to Access
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:
  1. Open
    AI > AI Workforce > AI Voice Receptionist > Configure.
  2. Navigate to the Speech settings to define the model powering the AI's voice.
  3. Select one of the following providers from the dropdown menu:
  • Deepgram Aura-2
  • ElevenLabs Flash v2.5
  • OpenAI GPT 4.0mini Speech
Note: These speed improvements do not affect the OpenAI Realtime Voice model.
Email_AI Rep Setup ZeroDollars_Feb2026_1200x628
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
until March 31, 2026
.
Why this matters
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
  • Accelerated time-to-value
    : We handle branding, technical configuration and fine-tuning so the AI employee is ready to go from day one.
  • Expert integration
    : We manage all backend integrations, including POS system, to automatically trigger review requests based on customer data.
  • Zero technical burden
    : We provide personalized training to ensure you are confident in the system's performance.
How to Get Started
  • Reserve your $0 expert setup here
  • Offer valid for as many individual client accounts as you wish, provided they are submitted upon approval and upgraded to the Premium edition before the deadline (March 31, 2026).
  • Requires Reputation AI Premium ($35/mo) and Monthly Support ($39/mo) with a 3-month commitment.
FAQs
What are the requirements and costs for this offer?
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.
What extra features are included in the Premium edition?
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.
How long does the setup process take?
Once you book the service, our team typically completes the full "done-for-you" configuration and technical integration within a few business days.
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