How to Train Your AI Web Chat | Weekly update | February 29, 2024 [Video]

In this week’s edition, Dylan Knowles shares improvements improvements to lead capture, customer management, and order fulfillment with Vendasta. You can now:

[00:20] Add custom knowledge to AI Web Chat
[01:10] Customize colors of AI Web Chat widget
[01:25] Create Sales Tasks in Business App
[02:13] Filter Companies and Contacts by last email sent/received
[02:35] Add Contacts to email campaigns from their profile page
[02:49] See Projects on a Company’s profile page
[03:07] Filter Companies and Contacts on boolean values
[03:37] Share files with clients to collaborate on fulfillment
[04:15] Auto-create projects to address issues requiring attention
[04:52] Add custom fields to project templates
[06:05] Search Work Orders by various parameters in Vendor Center
[06:23] Simplify keyword ranking reporting with new legend

How to set up automatic email logging: https://support.vendasta.com/hc/en-us/articles/21550314219415-How-do-I-capture-emails-automatically-in-my-CRM

Like what you see? Request a demo 👉 https://www.vendasta.com/request-demo/

See all the cool and exciting updates that we’re making to our platform on a weekly basis to help you run your business here: https://www.youtube.com/playlist?list=PL027Bw0T-5r6LI2FfOFNSFZZ1A4LVPZJH

Stay up to date on what’s coming soon here: https://www.youtube.com/playlist?list=PL027Bw0T-5r5x0xkn63z8bUKXgjbYo7ft

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Vendasta is a leading platform for channel partners to provide digital solutions to small and medium-sized businesses, or SMBs. Vendasta provides channel partners with an end-to-end platform to scale and a curated marketplace of products and services to sell, both of which are tightly integrated into an operating system that is delivered to SMBs.