Customizing the "Recommended for your business" cards
The Recommended for [business name] cards on Business App Home let an SMB add Vibe and your core AI products — Local SEO, Conversations AI, Reputation AI, and Social AI — without leaving Home. They're part of the AI onboarding experience.
Each card leads with a benefit headline and a button. What the button does is driven entirely by your own product setup — whether you sell the product, whether it's already active, and how you've configured its upgrade path. This page explains how a card decides what to show and how to configure the outcome you want.
Watch the overview
How a card decides what to show
The core AI product cards are designed to move SMBs up to the Pro (or higher) edition of a product. The Vibe card works differently — see The Vibe card. A card evaluates your setup for that product and the account's current state, then shows one of the following:
| The card shows | When |
|---|---|
| Get started | You sell the product with an upgrade path clients can complete themselves — either a Self-serve upgrade or Upgrade with a custom package. Opens the upgrade flow right in Business App. |
| Contact us | You sell the product but route upgrades to your team (Contact a salesperson). Opens the contact card in Business App instead of a checkout. |
| Open | The product is already active at Pro or higher. The card becomes a link straight into the product. |
| Order submitted. | The account already has an order in progress for the product — submitted, awaiting the client's approval, scheduled, or being processed. No button appears. |
| Activating. This will only take a few moments. | The product is mid-provisioning. No button appears until it finishes. |
| (the card is hidden) | You've turned the product's Upgrade option off, you don't sell the product, or the account is suspended. |
In short: if you sell the product and have an upgrade turned on, the card shows. If the SMB is on a Pro/Premium edition already, the card links them into the product. If they're on Standard or have no active edition, the card invites the upgrade with Get started or Contact us, depending on how you've set the product up.
Turning a product's Upgrade option off hides its card completely — it does not fall back to Contact us. If you want the product to stay visible with a sales-led path, leave Upgrade on and choose Contact a salesperson instead.
A product whose upgrade settings you've never configured is treated as upgradeable, so its card shows Get started. Suppressing a card takes an explicit change.
The Vibe card
The Vibe card comes first in the row. Instead of moving the SMB up an edition, it gets them a website built from Home. It shows when you sell Vibe, the account isn't suspended, the SMB can access the AI tab, and Vibe's Upgrade option is on.
| The card shows | When |
|---|---|
| Get started | Vibe isn't active on the account. Selecting it places an order for Vibe Free, at no charge, through the standard checkout. |
| Contact us | Vibe isn't active and you route its upgrades to your team (Contact a salesperson). |
| Order submitted., then Activating | The Vibe Free order is in progress, then Vibe is being set up. |
| Build it for me | Vibe is active and the account has no Vibe site yet. Builds the same one-per-account demo site the onboarding email creates, with live progress on the card. |
| Your site is ready! with View your site | The build finished. Opens the site in Vibe to edit and publish. |
| Your site couldn't be built. with Try again | The build failed. |
| Open | The account already has a Vibe project. |
| (the card is hidden) | You've turned Vibe's Upgrade option off — this hides the card even on accounts that already have Vibe — or you don't sell Vibe, or the SMB can't access the AI tab. |
For what the demo site contains, see How is a Vibe website kicked off?.
Configuring the upgrade path for each product
You control the button by configuring each product's upgrade path in Partner Center. The same setup that governs how clients buy and upgrade elsewhere is what these cards follow — there's nothing separate to configure for the cards themselves.
Go to Partner Center → Marketplace → Manage Products and open the product (Vibe, Local SEO, Conversations AI, Reputation AI, or Social AI). In the product's settings, choose how a client can move up an edition:
- Self-serve upgrade — the client completes the upgrade themselves. The card shows Get started.
- Upgrade with a custom package — you choose a package for the client to upgrade to. The card shows Get started and opens that package.
- Contact a salesperson — the upgrade is handled by your team. The card shows Contact us, which opens the contact card in Business App.
You can also turn the product's Upgrade option off entirely. The card for that product then disappears from Home rather than showing a Contact us fallback — use this when you don't want the product promoted on Home at all.
Want the cards to drive self-serve revenue? Configure your core products for a Self-serve upgrade (or a custom package) so the cards show Get started rather than Contact us.
The Web Chat installation card follows the same setting
Conversations AI's upgrade setting also drives the Installation card on the SMB's Web Chat configuration page in Business App. That card appears in place of the installation code when Conversations AI isn't active, with the line Upgrade to get AI Web Chat on your website. Its button follows the same rules as the Home card:
- Self-serve upgrade, Upgrade with a custom package, or never configured — Get started, which opens the upgrade flow.
- Contact a salesperson — Contact us, which opens the contact card in Business App.
- Upgrade turned off — View product, which opens the product's page in the Store.
How the client completes an upgrade
When the card shows Get started, the upgrade follows your existing commerce setup — the cards don't change how you get paid:
- If you use Vendasta Payments, the client enters their card and buys the upgrade right from Home.
- If you don't use Vendasta Payments, the upgrade is submitted to you as an order to process through your normal flow.
The Vibe card's Get started orders Vibe Free, so no payment is collected.
For how an edition upgrade is billed (including proration on Vendasta's own products), see Edition changes and proration.
Turning the cards off
If you'd rather not show the upgrade cards at all, you can turn them off for every SMB. Go to Partner Center → Administration → Customize Business App → Pages → Home, and under Page Features clear "Recommended for your business" cards. Remember to click Save.
This toggle controls the whole section for all of your SMBs. Individual SMBs can also dismiss cards for themselves — see How SMBs dismiss the cards.
Related
- AI onboarding experience — the onboarding email and Home cards this section is part of
- Edition changes and proration — how upgrades are billed
- Manage Products — configuring your products and their upgrade paths