Check, control, and safely update every AI Employee you configure to ensure they're doing their job well.

Anyone configuring an AI Employee in Partner Center or Business App now has four tools for managing it:

Every AI Employee is scored against three built-in jobs, each with chat and voice variants:

Each job is scored from real conversations in the last 30 days and shows "On target," "Below target," or "No results were found."

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:

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.

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.

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:

Available in Partner Center and Business App.

Available for: AI Chat Receptionist and AI Voice Receptionist

Available for: Text-based channel employees. (Guardrails can’t be applied to voice employees.)

Available for: Any AI Employee

Available for: Any AI Employee

A: No. Guardrails and custom jobs only apply once you add or activate them.

A: No. Every guardrail is opt-in, Safety included.

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.

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.

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.

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.

A: No. The builder returns a plan, and nothing changes until you approve it.

Select all and export everything from any Business App or Partner Center table, and follow each import and export's progress.

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.

A: No. The 64K-record limit is gone.

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.

A: Yes. It works in both Business App and Partner Center.

Manage credit notes effortlessly with these updates that help you review, edit, and document.

Track credits and remember why they were issues with the latest updates to credit notes.

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.

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.

A: Yes. The memo can be added or edited at any status.

Call Snapshot Report and Create Account for Company directly through Vendasta's API to create a prospect's account and generate its Snapshot Report from your own system automatically.

Prospecting is easier than ever with Snapshot Report and Create Account for Company available to call directly on Vendasta's public API gateway. Used together, they let you build an automated prospecting flow: a lead comes in, an account is created, and a Snapshot Report is generated and ready to share.

Snapshot Reports are one of the most effective ways to start a sales conversation, but creating accounts and running reports at scale meant manual work in Partner Center. Now you can:

A: These are API endpoints, so you'll need someone comfortable making API calls, an integration tool that can call them.

A: Yes. Use the Demo option in the developer portal's try-it panel to send calls to your demo partner.

Vendasta now participates in the EU-U.S. Data Privacy Framework (DPF), giving customers with European Union (EU) and United Kingdom (UK) data a recognized, publicly verifiable legal basis for transferring that data to us.

EU data protection rules require a lawful mechanism for sending personal data outside the EU. Before DPF, answering "what is your legal basis for this transfer?" meant a longer review and extra paperwork. Now, you can point to Vendasta's participation in the DPF, which you can verify on the public Data Privacy Framework List.

This sits alongside our SOC 2 Type II report, which shows how we secure the data once it's with us, and our existing GDPR compliance program.

A: Vendasta complies with GDPR requirements, and DPF covers the transfer of EU personal data to the U.S.

A: No. DPF is about lawfully transferring data, not where it is stored.

A: Transfers of EU personal data, and UK personal data under the UK Extension, to Vendasta's participating U.S. entities, as described in our DPF Privacy Notice.

A: DPF is about lawfully transferring data, not where it is stored. GDPR requires that EU data stays protected wherever it goes, not that it stays in the EU. If a client says data location is a contractual or legal requirement, contact us before making any commitment.

A: Search for Vendasta on the public Data Privacy Framework List, linked above.

A: DPF is the legal basis for transferring EU data to the U.S. SOC 2 Type II is an independent auditor's report on how Vendasta secures data. Together they answer whether the transfer is lawful and whether the data is protected.

A: Visit trust.vendasta.com or write to security@vendasta.com.

Get your clients found, and chosen, in AI search by handing their search work to the AI Search Specialist, coming Nov. 2 in the new SEO AI Premium edition.

On November 2nd, Local SEO evolves into Vendasta SEO AI, with three editions. Standard and Pro keep the features you know today under the new name. SEO AI Premium is a brand new edition that includes the AI Search Specialist, an AI employee that takes the search work off a small business's plate and helps it rank faster.

Customers now ask ChatGPT, Gemini and Perplexity who to call. Most local businesses don't know whether AI recommends them, and don't have time to keep business profiles, keywords and website content current by hand. The AI Search Specialist shows where a business stands against named competitors and does the work to improve it, so your clients get found and chosen with less effort.

Brand Visibility, SEO and AEO reports show how a business shows up in AI answers against named competitors. Reports start the day Premium is turned on and refresh automatically on the last business day of each month, in a new Performance tab.

The AI Search Specialist reads the business's website, fills in services, service areas, payment options, description and attributes, and updates every connected listing. It handles Google's suggested edits and picks 10 keywords worth tracking.

It turns report gaps into one blog a month, FAQs, and schema and robots.txt fixes. Approve them in one click from Next Steps, or let it run on its own. If a change ever breaks a site's layout, it rolls back automatically.

Get plain-language answers about keywords, listings, citations, SEO, AEO and AI visibility.

Any site gets the reports, keyword selection and business profile upkeep. Blogs, FAQs, schema and robots.txt edits run end to end on Vendasta WordPress sites hosted on WP Cloud. Other platforms are being scoped; no date is promised. Backlinks stay a human service.

From November 2, 2026:

Yes. On Nov 2, Local SEO becomes SEO AI, with Standard, Pro and Premium editions. Standard and Pro keep their features under the new name.

Thank you for testing it with us. The open beta ends Oct 30, when the AI Search Specialist's reports, profile upkeep and chat leave Local SEO Pro. Your Pro features stay as they are. To keep the AI Search Specialist, upgrade to SEO AI Premium from Nov 2.

Your beta reports live in chat with the AI Search Specialist, so you won't be able to see them in Local SEO Pro after Oct 30. Upgrade to SEO AI Premium and you'll get a fresh report in the new Performance tab, and you can still see the reports you ran during the beta: just ask the AI Search Specialist to pull them up.

Pricing will be available in Partner Center on Nov 2.

No. Backlink building is not currently available with the AI Search Specialist.

Reach out to your Vendasta account rep.

Clear the clutter from your inbox, and track every request in one place. Starting Monday, Nov 2, 2026, use Partner Center support requests as your primary way to reach the support team.

From Monday, Nov 2, 2026, the Partner Center tickets page is how you open a new request with Vendasta’s support team. When you open a request there, you can associate the account and product up front, so our team starts with the details they need. You can also see every open request and its status in one place.

From Monday, Nov 2, emails to support@vendasta.com won't open a request and will direct you to send your request in Support requests instead.

Your requests deserve a clear path to our team and as little back-and-forth as possible. Our support email inbox gets of emails a week, and only about a quarter are real requests the team needs to handle. That noise buries urgent issues.

By submitting through Partner Center, every request is tied to your account, so it reaches our team clear of the noise and with added context. Its status, history and follow-ups sit in one place, and you can check on a request without sending another email.

Vendasta is now in the Claude connector directory. Pull up deals before a call, turn meeting notes into records, and clean up your pipeline after a review, all without leaving Claude.

Check it out: https://claude.ai/directory/vendasta

Connect Claude to Vendasta once and ask for what you need in plain English. Claude can find a company and its open deals, create a contact from your meeting notes, or fix deal fields after a pipeline review. It can also search Vendasta's published documentation, so "how do I do this in Vendasta?" gets an answer on the spot.

Keeping a CRM current means switching tabs, verifying details from calls and updating records after every pipeline review. With Vendasta in Claude, the details you already have go straight into your CRM, and each person's access stays tied to their own Vendasta login.

on Claude Team and Enterprise plans, a workspace admin may need to enable the connector first.

Be there for your customers when they need you most by empowering your AI Voice Receptionist to handle after-hours emergency dispatch. No expensive after-hours answering service needed, no customers left without assistance.

Add the "On-call Dispatch" capability to an AI Voice Receptionist to ensure customers needing urgent help can get it without delay, even in the middle of the night.

The AI Voice Receptionist will assess the situation, collect caller details, ring your on-call technician if deemed necessary, and connect the call.

Set the phone number and the criteria for when a call should be transferred.

The AI Voice Receptionist collects the caller's information the same way it does for standard lead capture, then puts the caller on hold, and rings the designated on-call technician

The caller is seamlessly passed into the care of the on-call technician when the AI Voice Receptionist announces the call with a customizable message (for example: )

Customize what happens next, such as sending the technician an SMS with the call details automatically.

Businesses that handle after-hours or emergency calls have historically had two options: pay for a human after-hours answering service, or let calls outside business hours go unanswered. Neither is great. An answering service can run hundreds of dollars a month, with your customers are talking to someone outside your business with no context on the job, and simply not answering means your customers are reaching out to your competitors. With On-call Dispatch, a business' own AI Voice Receptionist can screen the call, capture what's needed, and get your on-call technician on the line directly.

A: No, it works alongside it: The dispatcher collects lead information the same way standard lead capture does, then adds the hold-and-transfer flow on top.

A: Yes. The announcement message is customizable and can include dynamic fields like the caller's name, service location, and the reported issue.

A: Yes. Dispatch calls fire an automation event you can customize — for example, texting your on-call technician the call details automatically. Learn more

A new zero-balance option for QuickBooks Online sends review requests only when an invoice is fully paid, not when it's first raised or partly paid.

The QuickBooks Online connection now includes a setting. When it's on, a review request goes out only once the invoice's balance due is fully cleared. Invoices that are raised but unpaid, or partly paid, no longer trigger a request.

Before, review requests from QuickBooks Online could go out the moment an invoice was created, whatever its payment status. That could mean asking customers for a review before the job was finished, or before they'd had a chance to review the work. Now, review requests line up with a completed, paid job, so customers are asked at the right time, helping businesses collect more - and better - reviews.

A: Nothing is sent until the balance reaches zero. The request goes out when the invoice is fully paid.

A: No. It's an option you turn on per connection.

A: This release covers QuickBooks Online.