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new
Advertising Intelligence
Automations
Conversations AI
Forms
CRM AI
Perform bulk actions, connect form fields, and more with Custom Objects
Do more with custom objects thanks to this latest collection of updates. Custom objects now support a String List field type, bulk actions, marketing automations, and Forms to close the gap between what custom objects can do and what standard contacts and companies could already do.

Custom objects grow up: a new field type, bulk actions, and Forms support
- String List custom field type:define a set of options and pick from them, rather than relying on free text
- Custom objects supported in Forms:form fields were previously limited to contacts and companies, and can now pull from any custom object, with the source object labeled on each field
- Bulk actions and a marketing flow for custom objects:manual automations can now be started on custom objects in production, including assign-owner and create/update actions, plus a new start-a-campaign action that finds associated contacts and kicks off a campaign
- Form submission files flow into Conversations:files uploaded through a form now show up directly in the conversation, with images rendered inline
Why it matters
Custom objects have been powerful for tracking business-specific data, but they've lagged behind contacts and companies in what you could actually do with that data — no bulk actions, no Forms support, and no easy way to trigger a campaign off of them. This release closes those gaps directly, so if you're tracking something like pets, vehicles, or memberships as a custom object, you can now build the same kind of automated workflows already available for standard CRM records.
Who it's for
- Partners and businesses using custom objects to model business-specific data (pets, vehicles, memberships, etc.)
- Anyone building Forms that need to reference something other than a contact or company
- Partner sales teams who want automated follow-up (via campaigns) triggered by activity on a custom object
How to get started
- To use the new field type, go to your custom object's field settings and add a "String List" field, defining the options respondents can choose from.
- To reference a custom object in a form, select a field in the Forms builder from the dedicated section for the desired custom object.
- To perform a bulk action, filter a custom object list as desired, select all, and choose an action to apply to all.
- Files uploaded through a form now appear automatically in the related conversation, no setup required.
FAQs
Q: Can I disambiguate two custom objects with the same field name in a Form?
A: Not yet, this is a known limitation the team is still working through. The source object is labeled on each field to reduce confusion in the meantime.
Q: Do the new custom object automations work for existing (already-created) custom objects, or only new ones?
A: They apply to custom objects in production generally, not just newly created ones. You can attach a manual automation to existing custom object records.
Q: Does the start-a-campaign action work with any published campaign?
A: Yes, it finds the contacts associated with the custom object record and enrolls them in the campaign you select.
new
Now Available
Payments & Payouts
Merchants can now disconnect their own Stripe account
If you've brought an existing Stripe account to Vendasta can now disconnect their own Stripe account directly.

Connect & Disconnect Stripe
- Self-serve disconnect— partners and SMBs on Bring-Your-Own-Stripe can disconnect their own Stripe account without filing a ticket
- Upfront warning— you're shown exactly what disconnecting will affect before you confirm
- Staged progress view— watch as the system finds affected customers and clears their Stripe details from your account
Why it matters
Previously, getting out of a bad Stripe connection state meant filing a support ticket and waiting on manual help. Now you can recover from a bad state yourself. Whether you're switching payment providers, resolving a misconfiguration, or just need a clean break, there's no more waiting.
Who it's for
- Partners and their clients that have brought their own Stripe account to Vendasta who need to disconnect or reconfigure their Stripe account
How to get started
- Go to your Stripe connection settings in Business App or Partner Center (wherever your Stripe connection was originally set up).
- Select the option to disconnect your Stripe account.
- Review the warning about what disconnecting will affect.
- Confirm, and follow the staged progress view as the system clears Stripe details from affected customer records.
FAQs
Q: What happens to existing customers when I disconnect Stripe?
A: The system finds affected customers and clears their Stripe details as part of the disconnect process. You'll see a staged progress view while this happens.
Q: Do I need to contact support to disconnect Stripe now?
A: No, this is now a self-serve action for both partners and SMBs on Bring-Your-Own-Stripe.
Q: Can I reconnect a new Stripe account afterward?
A: Yes, reconnecting works the same way the original Bring-Your-Own-Stripe connection was set up.
new
Reputation AI
Now Available
Collect reviews on the spot with Reputation AI's Check-in Kiosk
A self-serve tablet or phone screen at your front desk turns walk-in and counter customers into contacts and review requests.

Collect reviews before customers leave the store
Capture a customer's review right after providing a great experience with the new check-in kiosk available with Reputation AI.
- Self-serve kioskruns on any tablet or phone at your front desk. A customer types in their own name and email and taps submit
- Automatic contact creationmeans the customer becomes a contact in your CRM, matched by email first, then phone, so you don't get duplicates
- Instant review request: Your standard review request email goes out the moment they submit
- Auto-resets between customersso it's always ready for the next person. No staff needed.
- Duplicate-request protectionis in place so that a customer who already received a review request in the last 30 days won't get another one from the kiosk
- High volume allowancewith up to 50 check-ins per hour per business
- Full control: The kiosk automation shows up in your Automations like any other, so you can turn it off or delete it any time
Why it matters
Until now, you could only request a review from someone whose contact details you already had. This meant walk-in customers — the people who buy something and leave without ever entering your CRM — were invisible to your review flow.
It also means you can ask for a review at the exact moment the experience happened, when customers are most likely to say yes, and build your CRM from foot traffic you'd otherwise never capture.
Who it's for
- Businesses on Reputation AI Premium with walk-in or counter traffic (retail, salons, restaurants, clinics)
- Partners migrating clients off legacy review-request products who want a comparable kiosk experience
- Businesses looking to grow their CRM contact list from in-person visits, not just digital channels
How to get started
Available to all accounts with Reputation AI Premium.
- In Business App, go to Reputation AI > Reviews.(Directly in Business App. Do not launch the Reputation AI app.)
- Click "Request" in the top right corner, and select "Check-in kiosk."
- In the "Launch check-in kiosk" panel, scan the QR code with the tablet or phone you'll use at the counter, and use "Copy link" to send it to that device, or "Launch in new window" to open it on the device you're already on.
- Leave the kiosk page open at your front desk. It will reset itself automatically after every customer.
FAQs
Q: How many check-ins can the kiosk handle?
A: Up to 50 per hour, per business — a shared allowance across every device at that location. This was raised from 10/hour for this release.
Q: Will a returning customer get spammed with review requests?
A: No. A customer who already received a review request in the last 30 days won't get another one from the kiosk. They're still saved or matched as a contact — only the send is skipped.
Q: Can I text the review request instead of emailing it?
A: Not in this release. The automatic request goes out by email only, using your account's default template, with no follow-up reminders yet.
Q: Is this available for multi-location accounts?
A: Not yet — the kiosk is available on single-location Reputation AI Premium accounts, rolling out to selected partners first.
Q: Can I customize the kiosk form itself?
A: No. The kiosk form is provisioned and managed by the platform, so it won't appear in CRM > Forms and can't be edited or deleted — that's what keeps the kiosk link stable.
new
Digital Ads
Now Available
Vendasta Ads
Ads
Get better Meta ad performance with smarter targeting in Vendasta Ads in Partner Center
Meta ad plans created in Vendasta Ads now get AI-generated interest and behavior targeting, and faster generation times.

Tailored targeting for Meta campaigns
The most recent updates to Vendasta Ads in Partner Center (currently in Open Beta) include improvements to ensure Meta ad plans pinpoint the just the right people and places.
- AI-generated interest and behavior targeting for Meta: The same custom instructions you already write when creating an ad plan now populate Meta Interests, Behaviors, and Demographics, not just ad copy. The AI only selects from targeting options that Meta's own search confirms are valid, and you can still edit and customize as needed.
- Faster plan generation: Plan generation time stays roughly the same as more custom instructions (budget, age, gender, geo, and interests) are added.
- Sitelinks now match the business' language: Suggestions use the your client's detected website language instead of your instance default, so a French-language business in Quebec gets French sitelinks instead of English ones.
- Accurate multi-lingual text: Text in Structured Snippet fields (like "Montréal") on the plan summary displays correctly on newly generated plans.
Why it matters
These recent updates improve targeting for Meta ad plans, and ensure businesses operating in languages other than English receive ready-to-use plans.
Who it's for
- Partners planning and running Meta ad campaigns through Vendasta Ads in Partner Center
- Partners serving French-language or other multilingual markets in the US and Canada, such as Canadian French (Quebec)
How to get started
- Go to Partner Center > Ads > Ad Plans > Create new plan > [select account] > [select Meta]
- Add custom instructions as usual: targeting, budget, age, gender, and geo settings will now be reflected in Meta Interests, Behaviors, and Demographics automatically.
FAQs
Q: Can the AI invent targeting that doesn't exist on Meta?
A: No. The AI only selects from targeting options that Meta's own targeting search confirms are valid. It proposes search terms based on your custom instructions, but the final list always comes from Meta.
Q: I already have a Meta plan. Do I need to regenerate it to get these fixes?
A: The sitelink language and Structured Snippet encoding updates apply to newly generated plans. If you have an existing plan showing garbled or wrong-language text, regenerating it should correct the errors.
new
Partner Center
Now Available
Track and resolve your Vendasta support tickets faster
Vendasta's support ticketing portal now supports self-serve ticket creation, color-coded statuses, and a way to tell us how your support experience went, so you always know where your open issues stand.

Better visibility into your own support tickets
When you have an issue and need help from Vendasta, it's easier to track their status and provide feedback on your experience. Here's everything that's new:
- Color-coded status chipson the ticket list, so you can tell what's open, waiting on you, or resolved at a glance
- Quick-filter status tabsacross the top of the list. Hide or reorder them to match how you work
- Latest message shows front and centerWith auto-scroll to the newest message when you open a ticket record. The reply box is also right there, ready for your response.
- Requester columnshows who on your team originally filed each ticket
- My Tickets tabfilters the list down to just the tickets you personally submitted
- Self-serve ticket creationlets you submit a new ticket yourself with a subject, a description of the issue, and any teammates you want looped in, and provides an acknowledgement email confirming your submission
- Rate your resolutionby closing your own ticket as resolved and leaving a satisfactory/unsatisfactory rating plus optional feedback, so if something wasn't handled well, it's on record instead of disappearing
- Reopen closed ticketsif closed by accident, right from the same view
Why it matters
These updates to the support ticket dashboard make it easier to create, manage, and review support issues and your experience with their resolution.
Who it's for
- Partners who regularly contact Vendasta Support and want a clearer view of open and resolved tickets
- Partners managing tickets across a team, who want to see who requested what and track their own submissions via My Tickets
- Anyone who wants to rate their support experience so recurring issues don't go unnoticed
How to get started
- Go to Partner Center > Help (question mark icon in top nav) . My tickets
- Use the filters and status tabs up top to filter to what matters to you. Hide or reorder tabs as you like.
- To submit a new ticket yourself, press "Create ticket" fill in a subject, a description of the issue, and any additional participants. You'll get an email confirming your submission.
- Once your ticket is resolved, mark it as such, and you'll be prompted for a quick satisfactory/unsatisfactory rating with optional feedback.
- Closed a ticket by mistake? Reopen it from the same view.
FAQs
Q: What happens after I submit a satisfaction rating on a resolved ticket?
A: Your rating and any feedback are attached to that ticket, so if support didn't fully resolve your issue, that's flagged and visible rather than the ticket just disappearing as closed.
Q: Can I reopen a ticket I closed by accident?
A: Yes, reopen it directly from the ticket view.
Q: Will I get confirmation when I submit a new ticket through the portal?
A: Yes, you'll receive an acknowledgement email with your submission details as soon as you submit.
Q: Can I still ask our AI assistant to create a ticket for me instead of using the portal?
A: Yes, that option is unchanged. You can use either path, whichever is more convenient.
Q: Can I see tickets submitted by other people on my team, not just my own?
A: Yes, the main ticket list still shows all tickets tied to your account, with a
requester
column showing who filed each one. My Tickets
is just a quick filter to your own.

new
AI
What's New
Vendasta Vibe
Vendasta Vibe sites now render on the server, so they rank and get cited

Rank higher on search engines and get cited by AI answer engines by publishing server-rendered websites, now available in Vibe. Plus, all Vibe editions now include live connectors for CRM, web chat, and customer reviews.
What it is
Vibe now features a rebuilt server-side rendering runtime that delivers fully rendered HTML directly to
search engines and AI answer
engines like ChatGPT, Perplexity, and Google AI Overviews. Every site publish automatically includes crawler-ready files, such as robots.txt, sitemap.xml, and llms.txt, alongside built-in connectors for your CRM, web chat, and customer reviews
across all Vibe editions.Why it's important
To drive real business growth, local business websites must be easily discoverable and seamlessly connected to sales operations. Server-side rendering ensures search crawlers and AI answer engines read and rank actual page content instantly, eliminating technical SEO barriers for Vibe projects.
At the same time, native connectors for CRM, web chat, and reviews reinforce Vendasta’s all-connected platform experience. Instead of managing disconnected tools or re-keying lead details, incoming leads, chat inquiries, and customer reviews flow directly into the CRM where sales teams work. This gives partners a fully integrated web and lead capture engine within a single platform.
What's included in this release
- Server-side rendering (SSR):Delivers pre-rendered HTML straight from the server so Google, ChatGPT, Perplexity, and Google AI Overviews can index and cite actual site content.
- Automated crawler files:Generatesrobots.txt,sitemap.xml, andllms.txtautomatically on every publish.
- Native CRM integration:Read and write contacts, companies, pipelines, activities and custom objects directly from CRM records to your Vibe sites. -> Learn more
- One-prompt AI web chat:Embed live AI chat widgets directly into generated pages using simple prompts. -> Learn more
- Live review widget:Pull and showcase real customer reviews on-page automatically. -> Learn more
- New SEO & indexing controls:Manage how your site presents itself to search and AI crawlers directly from project settings. -> Learn more
- One-click project upgrades:Move existing Vibe projects onto the new runtime with pages, styling, and behavior kept fully intact, in the Project setting page.

- Message queuing & multi-prompting:Send follow-up requests without waiting for a build to finish; prompts queue and run in order. -> Learn more
- Smarter long-session memory:Upgraded session management retains key details from earlier prompts to inform ongoing changes. -> Learn more
- Improved agent behavior:Detective harness detects and escapes stuck loops, staying on plan and picking up where you left off if reloaded. -> Learn more
- Reduced token & credit consumption:Smarter caching and deduplication make builds and exploration significantly cheaper.
- Device preview windows:Preview sites across mobile, tablet, and desktop viewports, or pop out into a full window.
- Browser notifications:Get notified immediately when a site build finishes so you can work across tabs.
- Context-aware Ask Mode:Escalates instantly from asking questions to executing changes with a single click. -> Learn more
FAQ
Do I have to rebuild my existing sites to get server-side rendering?
No. You can upgrade existing projects directly through your project settings or by asking Vibe to upgrade the project for you. The migration tool converts your site to the new runtime while keeping your pages, styling, and behavior intact.

Will this actually help my client rank?
It removes the technical barrier that previously prevented search engines from seeing full page content. Crawlers and AI assistants now read full rendered HTML. While ranking still depends on content quality and authority, your site is now fully indexable and discoverable.
Is the CRM connector available on my edition?
Yes, the CRM connector is live across all Vibe editions.
Which CRM records can a Vibe site work with?
Vibe forms can read and write contacts, companies, pipelines, activities and custom objects directly to the account's CRM.
Does the new runtime cost more credits?
No. Optimization updates in this release, such as smarter caching and deduplication, reduce token usage, making builds less credit-intensive than before.

What it is
Most WordPress sites have already migrated to Vendasta's upgraded hosting platform. Updating your domain's DNS settings to point directly at the new platform, rather than routing through the legacy proxy, ensures your sites receive
the complete speed, stability, and security benefits of the upgrade
.Why it's Important
If your domain still routes through the proxy, your site is missing out on optimal performance and risks performance bottlenecks. Pointing directly resolves routing errors and eliminates proxy-related issues, ensuring your clients' sites stay online, safe, and performant.
- Boost load speeds:Pages load up to66% faster.
- Ensure uptime:Achieve99.999% uptimefor business continuity.
- Strengthen protection:Gain full edge protection against large-scale cyber attacks.
- Protect ad revenue & SEO:Prevent blocked ad and search crawlers so ads serve reliably and search rankings remain unaffected.
How to Access
Start with the DNS Lookup tool. Enter your
Partner ID
and it lists every domain across your accounts that still needs pointing, with the exact record to change for each one, so you do not have to check your sites one at a time. Then, for each domain on your list:- Open the account in your hosting dashboard and go to Domain & SSL.
- Note the A recordandCNAMEvalues shown at the top. Domains flagged witha warning triangleneed updating.

- In your DNS providerorregistrar, set the root domain's A record and the www CNAME to those values.
- Where the root domain is not already primary, use Make primaryin the dashboard to set it.
- Return to Domain & SSL.The warning triangle turns to a green check once the change takes effect, usuallywithin an hour.
Most sites take about five minutes. If someone else manages your DNS, the tool
exports your list as a CSV
you can hand straight to them.For the full walkthrough, see this support article.
Need a hand?
- Open a ticket in Partner Center: Help at the top, then My Tickets, then Create ticket.
- Email support@vendasta.com, though tickets reach us faster.

AI Credits fuel the work your AI Employees do. Credits are used when a call is answered, or a chat conversation is handled. You’ll be able to see your client’s usage against AI Credits from November 1, 2026 and AI Credits start to apply from January 1, 2027.
Put AI to work, keep costs in check
- Every AI product subscription includes a monthly amount of credits, sized so most accounts never run out. These reset on the 1st of every month.
- Included credits stay with their product, so a record month of Conversations AI usage can't drain the credits keeping Social AI or Reputation AI running.
- Extra credits come as pre-paid packs, shared across every AI product on the account. There's no open meter, and nothing is charged after the fact.
Conversations AI is the first product on Vendasta AI Credits. CRM AI, Social AI and Reputation AI follow later, with timing to be confirmed. Vendasta Vibe stays separate with its own Vibe Credits system.
Turn AI Employee usage into profit
AI is the one part of the platform where cost moves with how much gets used. Credits replace the meter with a set amount of AI work, included up front. Pre-paid credit packs help generate additional revenue when your clients need more usage.
A cost you can quote before you sell.
You know what a subscription includes before the month starts, so you can build AI Credits into a package and price it with confidence.Price in credits, or in the deliverables your clients want.
We'll publish standard conversion rates for voice minutes and chat messages, so you can keep selling the way you do.Every AI product keeps working.
Because included credits stay with their product, a busy month on the voice receptionist can't quietly stop Social AI posting or Reputation AI replying. That means fewer surprises for your clients, and fewer support conversations for your team.This isn't a move to usage-based pricing.
The subscription is unchanged. Credits make AI usage measurable within what you already pay for, so extra capacity is always a pack you choose to buy, never a charge that accrues without notice.When it happens
Conversations AI voice and chat usage isn't measured today. Some of our earlier material described the Conversations AI Premium unlimited calling bonus as running until mid-2026, and that timeline has been replaced by this one.
- November 1, 2026 usage becomes visible.You and your clients can see credit consumption. Nothing is charged, nothing stops, and usage in November and December is never billed later.
- January 1, 2027 credits start to apply.Every account begins the month at its full included amount. New AI work pauses if an account reaches zero, and work already underway always finishes. From this date you can also buy credit packs for additional capacity.
We'll publish included credit amounts for Conversations AI editions, along with the conversion rates behind it, when usage becomes visible.
Who it's for
- Partners selling Conversations AI today
- Partners managing AI usage across a book of SMB accounts
- Partners planning AI packages and pricing for 2027
How to prepare
Nothing to do right now.
Usage isn't measured until November 1.From November 1, check usage on your Conversations AI accounts.
Usage appears on each account in the Business App. To read your whole book at once, portfolio reporting comes as a Premium Report, which is included on every partner plan except Starter.Use December to plan with any client running above typical usage.
Choose a recurring add-on, a top-up as a buffer, or a leaner setup, whichever fits best. Pack options and pricing will be published before credits apply.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
Timeline and planning
Will anything be charged on November 1?
No. November and December show you usage and nothing else. No work stops, nothing is charged, and usage in those two months is never billed later. Credits start to apply on January 1, 2027.
I've told clients the unlimited calling bonus runs until mid-2026. What should I tell them now?
That timeline has been replaced by the one above. Conversations AI voice and chat usage still isn't metered today, and nothing changes for your clients before January 1, 2027. From November 1 you'll be able to see exactly what each account uses, so you can have a specific conversation rather than a general one. It's worth reviewing any proposal or client conversation where the bonus came up.
One of my clients already uses more than typical. What should I do?
Nothing yet. You can use November and December to plan for your usage. No work stops in those months, and that usage is never charged later. On January 1 the account starts with a full included amount, like everyone else. Use December to agree on a plan with the client, so they have sufficient credits from January.
How AI Credits work
How many credits does a subscription include?
We're finalising the amounts and will publish them here before usage becomes visible on November 1. They're sized to cover typical usage.
When do included credits reset?
Included credits reset on the 1st of every calendar month, irrespective of the date your subscription started. Every account is on the same cycle, so this doesn't follow your invoice date.
What uses credits and what doesn't?
Credits cover the work you bought the product to do. For example:
- An AI voice receptionist answering a call
- An AI chat receptionist handling a chat conversation
Credits aren't used for learning the platform. Asking the AI Support Assistant a question is free.
How do credits convert into voice minutes and chat messages?
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 standard model goes further than a complex call on a premium model, and a larger knowledge base, additional AI capabilities or longer chat prompts may consume credits faster too.
We'll publish conversion rates for voice minutes and chat messages in standard configuration, alongside the included amounts. We will also share guidelines to help you optimize your AI Employee configuration.
Which products use AI Credits?
Conversations AI is the first. Other products like CRM AI, Social AI and Reputation AI move onto credits later, with timing to be confirmed.
Do Vendasta Vibe Credits work with AI Credits?
Vibe runs on its own separate credits. The two never mix in either direction: buying an AI credit pack doesn't add Vibe capacity, and running out of Vibe credits doesn't affect Conversations AI.
Monitoring usage and buying credits
What happens when an account runs out?
From January 1, an alert goes to both you and your client before the account reaches zero. At zero, new AI work pauses, but work already underway always finishes, so a caller mid-conversation with an AI receptionist is never cut off. Buying a credit pack restores capacity, and the account's included credits come back on the 1st.
How much do credit packs cost?
We're finalising credit pack sizes, types, prices and expiry. We'll publish them, along with how purchasing works, before credits apply.
I'm on Starter. How do I see usage across my accounts?
Account-level usage is available on every plan. Open any account in the Business App to see it. The view across your whole book at once comes as a Premium Report, which is included on every partner plan except Starter. We're working on reporting inside the platform, but it won't be ready for this release.
Will I be able to see usage from before November 1?
November 1 is when usage becomes visible as credits consumed. Credit equivalents won't be available for usage before that date.
Client visibility and notifications
Can I control the alerts my clients get?
Alerts are intended to reach you as well as your client, so a partner managing credits on a client's behalf stays informed either way. We'll confirm the controls 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 as we're collecting feedback on the experience.

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 now officially live for all Vendasta partners as of September 1, 2026! You can now convert prospects faster and accelerate sales cycles by delivering visible, completed AI work up front—no pre-sales setup required.Traditional onboarding asks small businesses to buy on a promise and handle the initial setup. Easy AI Onboarding flips that model, showcasing real business results in under 10 minutes from account creation.
Sell the Results, Not Promises

Instead of sending clients into an empty software experience, Easy AI Onboarding immediately displays actionable proof of value:
- Live Vibe Website:Displays a ready-to-review starter site tailored to their business brand (when Vibe Free or higher is active).
- Trained AI Receptionist:Introduces a named, 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.
Upgraded Onboarding Email Engine

The onboarding experience now centres around an automated preview of completed AI tasks. During Early Access, this redesigned email quickly increased Business App logins by 21% over the previous welcome email. As of September 1, it’s increased logins by over 30% and still climbing!
- Flexible Triggers:Send the onboarding email directly from the Account page or via the contact’s Access Business App card in CRM.
- Streamlined Delivery:The email sends automatically upon user creation once initial AI provisioning and site builds finish (typically 5–15 minutes).
Turn Every Login into an Upgrade Opportunity
The updated Business App Home Page acts as a continuous engine for expansion revenue:
- "Work Already Done" Cards:Allow SMBs to inspect their draft site, test their AI receptionist, and review directory reports via direct links.Note: Completed tasks drop off after 30 days to keep the dashboard fresh.
- Self-Serve Upgrade Cards:Interactive cards recommend high-value upgrade paths through Local SEO, Conversations AI, Reputation AI, and Social AI.
- Partner Control:You get to choose exactly which products to sell, set your retail pricing, and payment collection method. Collect credit card payments via Vendasta Payments or receive standard order notifications for manual processing.
What this means for you and your clients:
Zero Manual Pre-Sales Setup: Keep more of your profits by skipping unpaid setup time. The AI automatically builds out work to preview, like: setting up a starter website and a ready-to-use AI Chat Receptionist, so your team doesn't have to spend hours doing manual technical work before a prospect even buys.
You Maintain Product, Pricing, and Payment Control: Choose which products appear for self-serve upgrades, set your own retail prices and margins, and choose whether to collect payment directly in Business App through Vendasta Payments, or receive an order notification and fulfill the order using your own billing workflow.
Instant Proof of Value: Client prospects see tangible, customized work in under 10 minutes. Inspect draft work, approve changes, and easily purchase upgrades at their own pace.
Take Action:
Try it today! Add yourself as a user on a new or existing account that was created in the past 30 days. Send yourself the onboarding email and you'll open the exact email that they'll open, with your branding on every line.Ten minutes, and you've lived the exact experience your clients will get. That's conviction you can't fake on a sales call.
FAQs
Q: Do I have to enable anything on September 1st?
No, the Easy Onboarding experience will turn on automatically!
Q: 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.
Q: 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.
Q: 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:
Q: 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).
Q: 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.
Q: 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.
Q: 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.
Q: 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.
new
Business App
Now Available
AI Workforce
Hide AI Employees by Market until Ready to Employ
Keep selling the product. Just hide the AI Employee your clients aren't ready to use, without pulling the product it's part of off the shelf.

One less reason to field "Why can't I use this?" from clients
Some AI Employees don't make sense for every client yet. Maybe one isn't fully supported on a client's edition, or you're not ready to roll it out in a particular market. Until now, the only way to keep a client from seeing an AI Employee that wasn't ready for them was to stop selling the product it came bundled with, which meant giving up that revenue too.
Now, you can hide individual AI Employees by market. Clients there stop seeing it, stop being able to manage it, and it stops answering, while the rest of the product stays fully active and sellable. New AI Employees stay visible by default, so hiding one is a call you make, not something you have to remember to turn on.
Why it matters
This closes two gaps that were costing you either revenue or support time.
- A client who can see an AI Employee they can't actually use is a support ticket waiting to happen, and not a great first impression.
- If part of an AI Employee depends on something you're not ready to expose to a client, your only options before this were to break that experience or stop selling the whole product around it. Now you can hold back just the piece that isn't ready, keep the sale, and turn the AI Employee on for that client whenever you are.
Who it's for
- You sell products bundled with AI Employees that aren't a fit for every client or edition
- You want to cut down on client confusion, and the support tickets that come with it, over AI Employees they can't use yet
- You need to control rollout market by market without unselling anything to do it
How to get started
- Go to Partner Center > Administration > Customize Business App > AI.
- Find the AI Employee you want to hide and choose the market(s) where it should be hidden.
- Toggle it off. Clients in that market stop seeing, managing, or getting responses from it, and everything else about the product stays active and sellable.
FAQs
Q: Will hiding an AI Employee affect the product it's bundled with?
A: No. The product stays fully active and sellable — only that AI Employee's visibility changes.
Q: Do I need to hide new AI Employees manually to keep them from clients?
A: Yes. New AI Employees are visible by default, so if you want to hold one back from a client, you'll need to hide it yourself.
Q: Can I hide an AI Employee in one market and keep it visible in another?
A: Yes, visibility is set per market, so you can roll out at whatever pace makes sense for your business.
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