AI Workforce

Once you publish your AI receptionist phone number to your listings, you start getting hundreds of the same spam calls a week. They leave an automated message, then a conversation is created. If the follow up text goes out, then the spam responds and they go back and forth endlessly. This is wasting a ton of minutes and texts. We need to be able to block these and then have the conversations automatically deleted so our conversation modules aren't jammed up.

Feature Request: Enable Vendasta AI Assistant to Reference Partner-Specific Knowledge From the AI Knowledge Base Description: Currently, the Vendasta AI Assistant does not retain or reference any partner-specific information when assisting partners and users. This limits its ability to provide tailored responses or act with awareness of the unique context, policies, and business details of the partner organization it is supporting. My suggestion is to allow the AI Assistant to reference content from the AI Knowledge Base, with an option for partners or admins to select which specific business information, FAQs, and policies can be accessed by the Assistant. This will ensure it can deliver more personalized, relevant support and guidance. Benefit: By enabling the AI Assistant to draw on partner-specific knowledge from the AI Knowledge Base, it will: - Provide more accurate and contextual answers - Reduce manual effort for partners - Improve user satisfaction with self-serve support - Help with onboarding, training, and day-to-day client management Thanks in advance.

Having the ability to choose with AI Agent workforce agents we want to bring forth to our clients and not be forced to bring them all forward. Also there are some that we want our agency to utilize to do work for the client and might not necessarily want to be transparent that AI is doing that work.

Request: I would like to be able to upload files (already a capability) and then be able to have users download files. There are a couple of use cases I can think of: Be able to upload branding guide material, so that all employees can access and get logos, color palette, or files as needed to ensure everything stays on brand. On-Boarding agent. Send new clients to a specific landing page for on-boarding where the agent walks new clients through the process and provides files as needed through the process so the client gets them immediately. SOP agent - Where all checklists and guides are available for an employee to ensure that standard processes are followed by all employees using checklists and guides exactly based on the system.

Request an AI-powered assistant within the Vendasta platform that can guide users through the entire process of creating automations, from initial setup to final deployment. This AI worker should: Prompt users for automation goals and required actions. Recommend suitable automation templates based on user needs. - Or create from scratch Guide users step-by-step in configuring triggers, actions, and conditions. - To includes tags, lists, and the like - And need to register and reused above to the greatest extent possible Validate automation logic and highlight possible conflicts or improvements. Allow users to test automations before activation. Provide clear documentation and explanations at each step. Offer troubleshooting tips or escalate to support if users encounter issues. The goal is to make automation creation accessible to all users, regardless of technical expertise, thereby improving efficiency and adoption of the Automations feature in the Vendasta platform.

We have the AI Assistant at the Partner Level, but our clients need to. This would be a tremendous enhancement of the Business App and I believe the client would get more value out of the app and use more. The content needs to be white label in nature. I can provide more requirements if needed.

There are a lot of companies that use Indeed to recruit for their company. To keep everything in the App, this would be a great integration to streamline the workload.

Request the development of an AI workforce capability and automation skill that enables Vendasta’s AI Workforce to: - Read a list of company names from an uploaded file. - Search for each company individually to find verified business information. - For each business found, retrieve and include additional data such as: - Google reviews - Website URL - Other publicly available business data - Automatically add each found business as a lead in the CRM, including all relevant information and attribution to the source file/lead finder process. This capability will streamline lead generation by allowing bulk discovery and CRM enrichment directly from a file, enriching each lead with valuable data to enhance sales and marketing efforts. I can provide more details if needed. Thanks in advance.

It would be helpful for any meeting notes created by the AI Sales Assistant to be attached to the associated company, as opposed to the associated contact.

if clients can access https://docs.businessapp.io/ from the product store and interact with this chat, it should not mention the Vendasta name or branding, especially in a white-label environment. This is important to maintain the integrity of your brand and provide a seamless white-label experience for your clients.