Changelog
Follow up on the latest improvements and updates.
RSS
new
Reputation Management
Social Marketing
Automations
Business App
Conversations
Executive Report
Partner Center
Campaigns
CRM
AI
Now Available
Now Available: Connect Shopify Stores to AI Receptionists
October brings a host of updates across Vendasta, most notably a new integration that has customers filling their shopping carts without ever leaving their conversation with an AI Receptionist.
AI Receptionists become Personal Shoppers with New Shopify Integration
Connect a business' AI Receptionist to their Shopify store to provide customers with a personalized shopping experience. No more searching, filtering, and scrolling through inventory, just direct links to the items that fit their criteria.
When connected to a Shopify store, the AI Receptionist can:
- search the catalog to get available products matching shoppers' criteria
- provide product details for shoppers' review
- add items to a cart for the user
- provide the link to the checkout page
Convenient, Conversational Commerce via Any Channel
Customers can shop and add to cart from a business's website, or any other channel connected to an AI Chat Receptionist, such as SMS, WhatsApp, phone, Facebook Messenger, or Instagram.
Connect in a Few Clicks
Just add the new Capability, add the store URL, and save - and it just works.
- In Partner Center or Business App, go to Administration > Integrations > Browse > Shopify > Connect > [paste in store domain] > Add connection.
- Go to AI Workforce > AI Chat Receptionist > Configure > Add a capability > Access Shopify > [select store from dropdown] > Save.
----------------------------------------------------------------------------------------
More Updates
APIs & Integrations
- New integration: Kixie. Automate sales outreach and close deals faster by connecting Kixie directly to Business App. Learn more
Automations
- Stop marketing campaigns mid-sequence for a contact when a condition is met (e.g., a meeting is booked or an email bounces) by adding "Pause campaign for Contact" or "Pause campaign for Company" actions to an automation.
Campaigns
- Personalize messages faster with dynamic content fields that display as draggable “chips” with clearer styling, and support for dark mode.
Conversations AI
- System-generated notification emails are sent from Business App with the professional sender name “Team at [Business name],” to ensure recipients recognize the sender.
- Duplicate conversation threads for a single contact are prevented by intelligently detecting and linking SMS conversations with the same number that were created by web chat replies. Conversations are not merged for security purposes. Anyone can say their phone number is ___, and if conversations were auto-merged, it would introduce a security risk: anyone on web chat could gain access to the conversation history of a contact by just saying their number is ___. To prevent this, the conversations are kept separate, but linked together in Business App so that the business can keep track of all conversation in one spot for a single contact.
CRM
- Delete contacts, companies, and tasks in bulk within the CRM, saving significant time on administrative cleanup. To delete, navigate in Partner Center or Business App to CRM > Contacts / Companies / Tasks > [set desired filters] > Select all > Bulk delete.
- Maintain customized CRM filters and sorting with saved views, which are now saved to the database and persist across all devices. Just log in and your settings will load automatically.
- Serve international users and clients better with field names, forms, and templates translated to the language set for the user.
- Fine tune follow up and re-engagement campaigns and workflows with new, filterable fields "Last meeting scheduled" and "Last meeting completed" for contacts and companies.
- Filter companies based on which products they do or don't have active, making it easy to create hyper-targeted lists for upsell or cross-sell campaigns.
- Design forms instantly by simply uploading a screenshot or describing your brand for the platform to generate perfectly on-brand styles with AI-Generated Form Styles.
- Streamline lead capture via forms that now support Smart Company Enrichment. Company information automatically populates the form when a user enters just the company name, saving them time and ensuring accurate data is submitted to the CRM.
Reporting
- [Executive Report] Configure the order, and hide or show sections of the Executive Report on a market-by-market basis to focus client reporting on the services you provide.
Reputation Management
- Get incredible insights on customers with review matching, which automatically connects new reviews to known contacts. Deeper context for every review, clarity on request conversions, and more personalized follow ups are just a few of the benefits delivered through this update. Learn more
Social Marketing
- Publish to Clickable.bio pages with multiple images and videos without compatibility errors, allowing for richer Instagram content.
WordPress Hosting
- Upgrade client sites to PHP 8.2 and 8.3 directly from the hosting dashboard for enhanced performance, security, and compatibility.
new
Reputation Management
CRM
Now Available
New in Reputation Management: Match Reviews to CRM Contacts
Get incredible insights on your customers with review matching, which automatically connects new reviews to known contacts. This upgrade gives you deeper context for every review, allowing you to measure the effectiveness of your review requests and follow up with customers in a more meaningful way.
How it Works
New reviews are automatically matched against customer data (name, email, phone), providing unmatched visibility into real customer engagement.
Why it's Important
Review matching gives you and your clients more context about who left each review, providing insights that can inform decisions, at both strategic and individual customer levels.
- Know your reviewers:Identify reviews tied to known contacts with high confidence.
- Know what's working (and what's not):Track how review requests convert into actual reviews or NPS feedback.
- Know how to follow up:Take smarter follow-up actions with full customer context.
How to Access
- Navigate to Business App. Launch Reputation Management > Reviews > Manage Reviews.Matched reviews display a linkable name that connects to the contact's timeline.
- Reviewer names in the review cards will indicate match status. If the reviewer's name is hyperlinked, the review is matched to an existing contact.
- Click on a linked name to navigate to the reviewer's contact record in the Business App CRM. In the contact's timeline, you will see a Review Card with detailed review information, including the review, rating, source, and submission date.
Multi-location businesses can analyze request conversion across locations.
- Navigate to Multi-location Business App > Reputation > Requests.
- View total request and response data.
- Filter by Reviews or NPS to see how many requests result in each type of response.
Note: All new inbound reviews submitted on or after September 30, 2025 will be analyzed and matched with contacts. Historical reviews will not be matched.
Ready to get started? Find more details and FAQs
here
. new
Automations
Business App
Partner Center
CRM
APIs & Integrations
New Integration! Automate Your Sales Outreach and Close Deals Faster with Kixie
We’re excited to announce the full integration of Kixie, the powerful auto dialer and sales engagement platform, directly into Vendasta! This new partnership brings a proven sales tool—trusted and used by Vendasta's own sales teams—to your organization and your SMB clients, making it easier than ever to connect with leads and drive sales.
Why This Update Matters: Connect, Convert, and Save Time
For any business focused on growth, speed and efficiency in sales outreach are critical. This integration solves the problem of slow, manual lead follow-up and fragmented data, which often slows down your sales cycle.
What Kixie Solves and the Value You Gain
- Eliminate manual data entry:Save time and ensure data accuracy by automatically logging all calls, SMS, and meeting activities in your Vendasta CRM. One-Way contact sync automatically keeps Vendasta CRM records in sync with Kixie.Note: Deletions in one system do not remove records in the other.
- Follow-up with Leads Faster:Capture immediate interest and drive more sales faster with inbound leads that flow directly into the Kixie dialer through configurable automation actions.
- Make data-backed decisions:Gain a complete view of every customer's interaction and sales engagement in one place. Call logs, SMS, and meeting activities are logged in Vendasta alongside AI-analyzed call recordings.
- Automate PowerList Management:Optimize sales outreach by ensuring the right leads are targeted immediately with timely follow-up by automating management of Kixie PowerLists. Use new Automation actionsAddContactToKixiePowerListorRemoveContactFromKixiePowerListto manage leads within Vendasta workflows.
All of this means your sales teams can spend less time organizing and more time engaging and closing deals.
Accessing the Kixie Integration
This integration is available in both Partner Center and Business App.
How to Connect
- Log into Business App or Partner Center
- Navigate to Administration > Integrations > Browse > Kixie > Connect
- Enter Kixie Business ID and API Key in the Pre-Connect form
- Authorize the Integration via Kixie webhook setup
- Confirm Sync is enabled for Contacts and Activities
- Test Automation Actions: Add/remove contacts from Kixie Powerlists, and trigger AI call analysis for recorded calls
The LinkedIn reconnection migration, originally scheduled for September 9, 2025, has been
postponed until further notice
. This upgrade was set to bring exciting new features to Social Marketing, including Hashtag Support, @Mentions and Carousel Posts.We’ve made progress in identifying the root cause of a technical issue discovered during rollout and have determined a new migration path. However, this updated approach may cause scheduled posts to be moved to Drafts. This would require manual reassignment and rescheduling, something we are actively working to avoid.
To ensure the best possible experience, our development team is investing more time to explore, test, and validate a solution that minimizes disruption. As a result,
the migration has been on hold until a better approach is confirmed
. We will announce a new migration date once we have greater clarity and confidence in the implementation plan.What this means for you:
- No action is required at this time. Your LinkedIn connections remain intact, and posts will continue publishing as usual.
- Stay tuned for further updates as we continue working to deliver a better approach.
Thank you for your patience and understanding.
new
Social Marketing
Coming Soon
Notice: LinkedIn Upgrade Requiring Re-Connection Postponed
The LinkedIn API upgrade requiring reconnection of Linkedin accounts in Social Marketing, originally scheduled for
September 9, 2025
, has been postponed
. We’ve delayed the migration after noticing an issue so that everything keeps running smoothly.What this means for you:
- Your LinkedIn connection is not affected.
- Posts will continue to publish as usual through the legacy integration.
- There are no known issues at this time.
We are actively investigating the root cause and will announce a new migration date once it is determined. Once the upgrade has taken place and you've re-connected client accounts, you'll be able to create richer, more engaging posts on LinkedIn with several new features, including:
- Hashtag Support: Improve content discovery and reach new audiences by using hashtags in your posts.
- @Mentions: Tag specific profiles or companies to engage with and get noticed by relevant accounts.
- Carousel Posts: Tell a more complete story and showcase multiple images in a single post.
We appreciate your patience and understanding, and we’ll continue to provide updates as they become available.
new
Conversations
AI
Now Available
Now Available: AI Voice Receptionists Transfer Live Calls
Ensure every call gets to the right person, every time with Vendasta's AI Voice Receptionist. Always available to answer calls to answer customers' questions or help them book appointments, AI Voice Receptionists can now transfer live calls when appropriate.
Never Put a Customer On Hold Again
Navigating complex phone menus or being put on hold while an employee figures out who to transfer a call to can be frustrating for clients. With live call transfer, AI Voice Receptionists can instantly route calls to the right contact, ensuring a seamless and professional experience.
Provide the Human Touch as Needed
Simplify customer acquisition and engagement for SMBs by ensuring that their customers are directed to the correct person or department. This helps businesses deliver tailored customer experiences without tying their team up with endless lead qualification.
How it works
The AI Voice Receptionist can transfer a call to one or multiple numbers based on specific conditions that you set. You can find this new feature by navigating - in Partner Center or Business App - to
AI > AI Workforce > Voice Receptionist > Configure > Capabilities > Add a capability >Transfer Call.
With this new capability, you can set up the AI Voice Receptionist to:
- Route by Department/Function:Send callers directly to specific department if they mention a certain reason for calling, such as billing.
- Route by Employee Name:Connect callers directly to a specific employee, which is great for businesses that rely on strong client-staff relationships.
- Route by Location:Connect callers to the correct office based on a mentioned location. Perfect for franchises and multi-location businesses!
- Route by Urgency:Escalate critical issues to emergency support, ensuring a fast response.
- Route by Schedule/Time:Set conditions for the receptionist to transfer calls to different numbers based on the time of day or business hours.
- Route by VIP/Account:Configure the receptionist to recognize key clients and route their calls directly to their account manager, providing a personalized touch that builds loyalty.
- Route by Language:Connect callers who ask to converse in a specific language, such as Spanish, directly to a Spanish-speaking agent to making the business more inclusive and customer-friendly.
FAQs
How many numbers can the AI be instructed to forward calls to?
There is no limit to the number of phone numbers you can set up for call transfers.
Can I set the call forwarding to only work during certain days or times?
Yes, you can use the Criteria description to specify conditions for when the AI should transfer calls, including the day or time. The AI is aware of the current date and time and will act accordingly.
Will a transferred call be recorded and transcribed?
No, the recording ends as soon as the call is transferred, and our system does not record or transcribe the transferred portion of the call.
What if the transferred call is not answered? Will the AI Voice Receptionist jump back on?
No, calls are transferred permanently. The caller would need to hang up and dial again to speak with the AI Voice Receptionist.
new
Social Marketing
Business App
Coming Soon
September 9th 2025: Re-Connect Linkedin Accounts in Social Marketing to Access New Posting Features
On September 9, 2025, Social Marketing is getting a major upgrade to the new LinkedIn API. This is an essential change that ensures a secure, compliant, and reliable connection between our platform and LinkedIn. It also unlocks powerful new publishing capabilities you can start using right away!
What's Changing?
This update allows you to create richer, more engaging posts on LinkedIn, including:
- Hashtag Support: Improve content discovery and reach new audiences by using hashtags in your posts.
- @Mentions: Tag specific profiles or companies to engage with and get noticed by relevant accounts.
- Carousel Posts: Tell a more complete story and showcase multiple images in a single post.
What You Need to Do
To ensure your scheduled posts continue to publish without interruption, the following action must be taken on all Social Marketing accounts that post to Linkedin.
After 8 AM CST on September 9th:
- Launch Social Marketing from Business App.
- In Social Marketing, go to Settings > Connect Accounts > Linkedin (click kebab) > Edit connection.
- Follow the prompts.
We highly recommend you do this as soon as possible
after
the upgrade is completed at 8 AM CST on September 9th. Accounts will be unable to publish to LinkedIn until the reconnection is complete.Why Is Reconnection Required?
LinkedIn's security policies and OAuth 2.0 standards require explicit user consent for new permissions. The new API uses different permissions that were not part of the original authorization. Users must go through the login and authorization process again to grant the new permissions to ensure a secure and compliant connection.
new
Business App
Conversations
AI
Final Reminder: Migrate to Conversations AI | Premium by September 1 to Keep Voice Functionality
AI Voice features are leaving Inbox Pro on September 1
With the release of Conversations AI, Vendasta’s next-generation multichannel messaging product, we introduced powerful new AI voice capabilities through the AI Voice Receptionist.
As previously announced, Inbox Pro is being retired. After September 1, 2025, Inbox Pro will no longer support connectivity to the AI Voice Receptionist.
To retain access to AI Voice features, all Inbox Pro accounts using the AI Voice Receptionist must migrate to Conversations AI Premium by September 1, 2025.
Quick Overview: Conversations AI
Conversations AI replaces Inbox Pro and is now available in three editions:
Standard – $29/month USD
- AI-powered webchat + WhatsApp
- Best for international businesses
Pro – $39/month USD
- Everything in Standard, plus SMS and missed-call text-back
- Perfect for SMBs needing chat and SMS coverage
Premium – $79/month USD
- Everything in Pro, plus full AI Voice Receptionist functionality
- Includes 300 AI voice minutes per month (overages ~$0.10 per minute)
- Bonus: Unlimited calling until January 2026
Only Premium includes the AI Voice Receptionist, which can answer calls 24/7, capture leads, and book appointments using natural, brand-trained AI voice.
Transitioning from Inbox Pro
Switching is quick and seamless:
Step 1
: Follow the normal workflow to order Conversations AI (Premium edition for AI voice capabilities). If not found in your Products list when adding an item, ensure you’ve “Started Selling” it from the Vendasta Marketplace (view Conversations AI in the Marketplace).Step 2
: Deactivate Inbox Pro for your clients by heading to Partner Center > Accounts > Manage Accounts.
Open each account that currently has Inbox Pro active, click the kebab menu next to Inbox Pro, and click “Cancel Product.” 
Step 3
: Re-connect SMS and phone channels to the AI Chat Receptionist and AI Voice Receptionist by re-checking the SMS and Phone boxes, respectively.Business App > AI > AI Workforce > AI Chat Receptionist > Configure > Channels > Respond to SMS
Business App > AI > AI Workforce > AI Voice Receptionist > Configure > Channels > Answers phone calls
NOTE:
All existing configurations and numbers are retained. Conversation history and numbers remain preserved.What You Need to Do
By September 1
: Upgrade all Inbox Pro clients using voice to Conversations AI Premium. Reassure clients that all conversation history, knowledge, and capability settings will transfer seamlessly!Immediately
: Begin ordering Conversations AI for new accounts, as Inbox Pro is closed to new activations. Do not wait to migrate. Transition now to ensure uninterrupted AI Voice Receptionist service.
new
Marketplace
Reputation Management
Automations
Business App
Snapshot Report
Conversations
Partner Center
CRM
AI
APIs & Integrations
Now Available
Vendasta Connect Recap: From First Call to Five Stars with Conversations AI
Big updates for Conversations AI and AI Receptionists were shared at today's Vendasta Connect event, along with success stories and what's to come for partners and SMBs using Vendasta's customer acquisition and engagement platform to attract, convert, and retain more customers.
Now Available: Help SMBs capture every lead, engage every customer with Conversations AI
Last month, we released Conversations AI. Recent improvements to Conversations AI and the AI Chat and Voice Receptionists powered by this must-have tool include:
- More AI-powered communication: AI Chat Receptionists can respond to messages sent via Facebook and Instagram. These channels join web chat, SMS, and WhatsApp.
- Better caller comprehension: AI Voice Receptionists can converse with leads and customers better thanks to new AI models and performance tunes that improve their ability to understand what callers are saying.
- Extended call lengths: AI Voice Receptionists can converse with leads and customers for longer - up to 10 minutes per call - to ensure that callers' needs are addressed or information needed for follow up is collected before the conversation ends.
- More knowledge: AI Voice and Chat Receptionists can get knowledge from content shared from a wider range of file formats. Upload PDFs, CSVs, and more to your knowledge base to provide AI Receptionists with extra context.
- Expanded capabilities: AI Voice and Chat Receptionists can do more with Custom Capabilities, from looking up inventory in real time to pulling dynamic pricing from third party platforms. Connect external APIs to tailor - and extend - an AI Receptionist's scope of work to each business.
- Work in Automations: AI Voice and Chat Receptionists can be called directly in automated workflows to respond or take action using their particular knowledge and skills. Have them summarize call transcripts, send SMS messages, and more.
- Snapshot Report engagement: AI Chat Receptionists can help SMBs decipher their Snapshot Report results, and encourage them to book a demo. Learn more
- Form follow up: AI Chat Receptionists can engage leads coming in from form submissions, just like those coming in through web chat. Set them up to automatically send personalized messages via SMS based on the content submitted through the form.
- Appointment booking: AI Chat Receptionists can book customers in for appointments. Whether they are prospects booking an initial consultation or customers scheduling their next haircut, the AI Receptionist can assess availability, present options, book the event, and follow up with both the customer and the business to ensure all parties are looked after. AI Voice Receptionists will soon be able to book appointments too!
Top tip: Conversations AI centralizes customer communication across a wide range of channels, and Vendasta's AI Voice and Chat Receptionists work together to provide a great experience for new leads and long time customers alike. They share, retain, and leverage conversation history with each customer, making them great at picking up conversations where they left off, even across channels.
Vendasta's AI Receptionists in the Real World
Conversations AI powers AI Receptionists that are making a big impact for agencies and their SMB clients.
- Next Level Management and Consulting doubles revenue in only 4 months with Vendasta’s AI Workforce- Read now
- How Vendasta’s AI Receptionist helped Elite Web Professionals capture 700+ qualified leads in 4 months for one client- Read now
Setup for Success
So you're selling Conversations AI to your SMB clients, but don't have time to custom configure their AI Receptionists? We've got you covered.
AI Receptionist Setup
is available for $199 USD. This one-time fee delivers incredible value, including:- Custom configuration of AI receptionist (chat, voice, automations)
- Business goals and brand tone intake
- Integration with calendars and lead capture tools
- 30-day performance check-in and optimization
Recommended for:
Time-strapped partners and service-based SMBs such as home services, salons, real estate professionals, and legal consultants. Also great for:
Partners new to implementing Vendasta's AI Receptionist. Let the experts configure for you to:- Ensure high performance from day 1
- Learn the full extent of what AI Receptionists can do for you and your clients
- Prepare your team to manage subsequent implementations
INTRO OFFER: Get AI Receptionist Setup for $149
Until August 31st, AI Receptionist Setup is available for
just $149
. Again, this is a great opportunity to learn best practices, from creating custom capabilities to configuring automations. Visit the AI Receptionist Setup product page in Marketplace for full details.
---------------------------------------------------------------------------------------------
Introducing Vendasta AI: Your In-platform Assistant for all things Vendasta
This assistant in Partner Center is here to help you! Vendasta AI's knowledge base is trained on Vendasta's support documentation and can see what is visible on your page too so you can get the best contextual answer. It can answer your questions, or help connect you with Vendasta Support if needed.
---------------------------------------------------------------------------------------------
Re-watch Vendasta Connect
Missed today's event, or want to re-watch your favorite segments? Watch it here! It's chock-full of presentations and panels (listed below) exploring how AI is transforming the way businesses engage, serve, and win customers at every stage, and why businesses that adapt will grow faster than ever.
- The Silent Threat: Why Local Businesses Are Losing Millions Without AI
- Conversations Are the New Clicks: The New Reality of the Customer Journey
- AI Workforce in Action: From First Call to Five Stars
- Real Agencies, Real Results with Vendasta’s AI Workforce
Next, check out the interactive workshops held after the event:
---------------------------------------------------------------------------------------------
Coming Soon: Expand Your AI Workforce to Transform the Customer Journey
Vendasta's AI Receptionists are ready to help you deliver big results today, and there's even more to look forward to tomorrow. The following additions are coming soon, so stay tuned!
- New employee - AI Sales Assistant:AI Sales Assistants will record meetings and log them to the CRM to eliminate hours of post-meeting note processing. It will summarize the call, identify action items, and score sales efficacy
- New employee - AI Reputation Specialist:AI Reputation Specialists will request and respond to reviews, and analyze customer sentiment.
- Insights on-demand:Talk with your AI employees about the data they're collecting and conversations they're having to easily get insights and easily make smart, informed strategic decisions
- Custom capabilities, simplified:Customize without complicating AI Receptionist configuration with templates for common custom capabilities, such as getting inventory from Shopify and WooCommerce stores.
- Custom AI employees:Create custom AI employees to serve your agency and your clients' businesses.
- AI appointment booking by phone:AI Voice Receptionists will join AI Chat Receptionists in being able to book appointments for callers immediately while on the line.
- Even better AI phone conversations:AI Voice Receptionists will continue to improve with even more voice and model options.
new
Local SEO
Social Marketing
Automations
Multi-location
Business App
Partner Center
CRM
AI
Now Available
Product Updates: 2025-08-07
The latest updates at Vendasta include calling AI employees in Automations, better AI image generation, and more scheduling features.
Business App
- [Business App: Automations] Use AI Employees in Automations directly by adding the new step "Call an AI Employee." Unlike the step "Add an AI prompt," "Call an AI Employee" leverages the training and context of a business' AI employee to provide a quick, personalized response to customer inquiries via SMS or email, freeing up staff to focus on more complex tasks.
- [Business App: Automations] Use AI Employees in Automations to automatically respond to form submissions and other inquiries with a new template: "Form submission - AI Chat Receptionist automatically replies with a custom message." To get started, go to Business App > Automations > Create automationand select the new template, "Form submission - AI Chat Receptionist automatically replies with a custom message."
- [Business App: Campaigns Pro] Include business details as dynamic content in email campaigns. Especially valuable to multi-location businesses, dynamic variables automatically populate business details, making it easy to create and distribute email templates across all locations.
- [Business App: Conversations AI] Improve multilingual AI Voice Receptionist performance with new voice model "OpenAI GPT-4o Realtime (June 2025 Preview)." All accounts with OpenAI as their selected voice model for their AI Voice Receptionist have already been upgraded to this latest model. It offers improved understanding of short, one-word answers and performs better with lower-quality phone calls. Performing excellently in many languages, this upgrade helps your AI Voice Receptionist sound more natural, and suitable for a wider range of businesses and use cases. Note: for AI Voice Receptionists expected to converse mainly in English or Spanish, we still recommend using Deepgram Aura-2. Voice models can be updated in Business App > AI Workforce > AI Voice Receptionist > Configure > Speech > [select Voice Family].
- [Business App: CRM] Connect your Microsoft Outlook calendar in Business App > CRM > My Meetings. Perfect for enterprise users in Microsoft ecosystems, this integration ensures accurate syncing of availability, bookings, and cancellations with Outlook.
- [Business App: CRM] Set Microsoft Teams as your native video conferencing provider in Business App > CRM > My Meetings.This integration automatically generates Microsoft Teams links for video meetings, creating a seamless experience for Outlook users.
- [Business App: CRM] Schedule meetings that require multiple team members with ease using "Multi-Host Event Types." This powerful new scheduling option only shows time slots when all selected hosts are available, eliminating the need for manual coordination. It automatically checks the availability of up to five hosts, reducing scheduling inefficiencies for high-touch, multi-participant meetings, and improving adoption among cross-functional teams. To create a new multi-host event, go to Business App > CRM > My Meetings > Create new team event typeand select the "Multi host" option.
- [Business App: CRM] Expand and collapse CRM objects to view only the information you need, saving you from endless scrolling. The system remembers your preference, making it easier to find the right information every time.
- [Business App: CRM] View import history easily with the new bulk import summary page in the CRM. You can now see a list of historical imports, eliminating missed notifications or errors and giving you a clear record of all your data imports.
Partner Center
- [Partner Center: Automations] Use AI Employees in Automations directly by adding the new step "Call an AI Employee." Unlike the step "Add an AI prompt," "Call an AI Employee" leverages the training and context of a business' AI employee to provide a quick, personalized response to customer inquiries viaSMS, freeing up staff to focus on more complex tasks.
- [Partner Center: Conversations AI] Improve multilingual AI Voice Receptionist performance with new voice model "OpenAI GPT-4o Realtime (June 2025 Preview)." For all partner accounts with OpenAI as their selected voice model for their AI Voice Receptionist, we've already upgraded you to this latest model. It offers improved understanding of short, one-word answers and performs better with lower-quality phone calls. Performing excellently in many languages, this upgrade helps your AI Voice Receptionist sound more natural, and suitable for a wider range of businesses and use cases. Note: for AI Voice Receptionists expected to converse mainly in English or Spanish, we still recommend using Deepgram Aura-2. Voice models can be updated in Business App > AI Workforce > AI Voice Receptionist > Configure > Speech > [select Voice Family].
- [Partner Center: CRM] Connect your Microsoft Outlook calendar in Partner Center > CRM > My Meetings. Perfect for enterprise users in Microsoft ecosystems, this integration ensures accurate syncing of availability, bookings, and cancellations with Outlook.
- [Partner Center: CRM] Set Microsoft Teams as your native video conferencing provider in Partner Center > CRM > My Meetings.. This integration automatically generates Microsoft Teams links for video meetings, creating a seamless experience for Outlook users.
Products
- [Products: Local SEO] View Bing Places in the marketing funnel on the home screen and in the Executive Report. For both single- and multi-location business apps, Bing Places and Google Business Profile are now nested under a new "All Listings" dropdown, which also includes Keyword Tracking and Google and Bing Analytics, making it easier to monitor and report on a business' online presence.
- [Products: Social Marketing] Get better images for social posts with the new gpt-image-1 Model in Social Marketing AI. This new model provides sharper, higher-fidelity visuals with a stronger contextual understanding, delivering images that better reflect the prompt. It also offers new orientation options (Square, Landscape, Portrait, and Auto). This update significantly elevates the user experience, allowing for the creation of more impactful, brand-ready visuals faster and more reliably.
- [Products: Social Marketing] Connect LinkedIn in the multi-location Business App to manage brand consistency across multiple locations at scale.
- [Products: Social Marketing] Schedule posts in bulk in the multi-location Business App to efficiently manage social media calendars and streamline content management for all locations.
Load More
→