Small but mighty updates across Vendasta are now available to help you and your SMB clients capture leads, automate common actions, track performance, and more.

AI Workforce

• Customize an AI Chat Receptionist's lead capture flow by viewing and editing the default prompt in the "Capture Leads" capability.
• Direct AI Chat Receptionists to monitor the conversation for additional fields to automatically log key lead data beyond name, number, and email to a Contact record. Set these fields - standard or custom in AI workforce > AI Chat Receptionist > Configure > Capabilities > Capture Leads > Fields to capture from conversations > [add fields].

Note: Both of these updates are coming soon to AI Voice Receptionist too.

CRM

• Trigger targeted, one-off automation actions across multiple records in seconds directly from the CRM with Bulk Actions. This allows you to quickly execute tasks like sending a follow-up campaign or assigning leads without building a full workflow in Automations. Learn more
• Customize field names on forms without losing track of which fields they map to on CRM records with clear indicators of field origin.

Local SEO

• Assign dedicated, unique URLs and phone numbers to Google and Facebook listings to tailor the customer experience improve campaign tracking. Learn more

Social Marketing

• Add more posts on the fly when creating multi-post campaigns. Go beyond the preset options of 3, 6, 9, or 12 posts, up to a maximum of 20 posts per campaign, without having to start over. Learn more
• View Instagram post engagement metrics via the new Instagram Engagement Graph.
• Report post reach with new metrics available for LinkedIn and TikTok.