Vendasta
Log in
Roadmap
Feedback
Changelog
←
Back to changelog
Powered by Canny

new

Business App

AI

Now Available

Now available in Early Access: Easy AI Onboarding & Self Serve Upgrades — the onboarding email & "We already got to work" home cards

1121x588 Changelog banner - Now Available_ Easy AI Onboarding & Self-Serve Upgrades
Your client's first impression is finished work, not an empty dashboard.
Starting today for Early Access partners, inviting a new client kicks off a completely new first-touch experience. Instead of the classic "set your password" welcome email, your client receives an
onboarding email
showing the work their AI has
already completed
for their business — and when they log in, the Business App Home Screen greets them with a matching
"We already got to work"
card, recommended next steps, and one-click product upgrades.
Every line in the summary is driven by the business's real data and the products active on the account. Your client only ever sees work that was genuinely done.
What's included
  • A new onboarding email
    . Replaces the classic welcome email for that user and is customized to each business: reviews gathered and analyzed, directories scanned, their website read and learned, a prefilled business profile, and more. It's on by default when you create a user, with a Preview button so you can see a sample before sending. The classic welcome email is still available anytime via
    Resend Welcome Email.
Screenshot 2026-07-23 at 2
  • "We already got to work" card on Home.
    The same dynamic summary, in-app, with links to act on each item — check review insights, view visibility results, review the business profile, and more. Brand-new accounts show a "scanning" state while the first results (like review and visibility scans) come in over the first ~24 hours.
Screenshot 2026-07-23 at 2
  • Recommended next steps & one-click upgrades.
    Below the summary, clients see recommended next steps and upgrade cards for your core AI products they can add with a single click — turning a blank dashboard into a guided path.
Screenshot 2026-07-23 at 2
Screenshot 2026-07-23 at 2
  • A free AI-built website with Vibe.
    When Vibe is active on the account, sending the onboarding email first builds the business a free Vibe demo website (one per account) — so the very first email can point to a live, AI-built landing page for their business.
Screenshot 2026-07-23 at 2
*
Important Note: Vibe Free is Vendasta-branded. If you don't want a website to be automatically created for an account, you can leave Vibe Free off by navigating to Marketplace > Products > Vibe > Product Info > Ensure the toggle is off for Automatic Activation.
What can appear in the summary
The summary adapts to the products on the account and their edition. Depending on setup, your client may see that their AI has:
  • Built them a free website
    (Vibe active) — with a link to see it live or edit it
  • Gathered and analyzed their online reviews
    (Reputation Management) — from a web-wide scan on new accounts to drafted responses and reputation analysis on higher editions
  • Scanned 40+ directories
    for their listings (Local SEO) — plus local visibility and Google ranking calculations on Pro/Premium
  • Read their website
    and taught the AI everything about their business (when a website is on file)
  • Prefilled their business profile
    , ready for review (always shown)
Lines are shown only when the work applies, and each one naturally retires about 30 days after the work was done, keeping the card fresh and honest.
Get started in 3 steps
  1. Join Early Access
    . In Partner Center, go to
    Administration → Customize → General Product Settings → Other
    , select
    Join Early Access Program
    , and click
    Save
    .
  2. Invite a client
    . When you create a user (
    Accounts → Manage Accounts
    → select the account →
    Add users → Create User
    ), the
    Send Onboarding Email
    checkbox is on by default. Use
    Preview
    to see a sample first. You can also send it to an existing user with the
    Send Onboarding Email
    action.
  3. Tune the experience (optional)
    . In
    Customize Business App → Pages → Home → Page Features
    , toggle the "
    AI has done the work
    " card and the "
    Recommended for your business
    " cards on or off for your brand. Both are on by default.
You stay in control
  • The onboarding email is a per-user choice — clear the checkbox to send the classic welcome email instead, and resend the classic welcome email anytime from the user's options menu (⋮).
  • The Vibe demo site is created only when you send the onboarding email, Vibe is active on the account, and no live Vibe site exists yet. To avoid creating one, clear the
    Send Onboarding Email
    checkbox or don't activate Vibe before inviting the user.
  • The Home card toggles control display for all your clients; clients can also dismiss individual cards themselves.
Watch the Overview:
FAQ
  • Does the onboarding email replace the welcome email?
    Yes, for that user — when it's on, it's sent in place of the classic welcome email (they're not sent together). The classic welcome email remains available via
    Resend Welcome Email
    .
  • What exactly will my client see?
    Only work that was genuinely done. The summary is fully dynamic and product-gated, and the wording adapts to the product edition on the account.
  • Is it sent for bulk-created users?
    No. The onboarding email is available in the single-user create flow and as a per-user action; bulk user import doesn't send it.
  • What if Vibe isn't active, or the business has no website?
    Those lines simply don't appear. The business profile line always appears.
  • How long does the Vibe site take?
    The email waits roughly 5–15 minutes for the build and always sends, even if the build doesn't finish.
Questions? Join our live walkthrough and office hours during launch week, or reach your account manager.