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5 pathsBeginner to IntermediatePartner CenterBrandingAI ReceptionistAI WorkforcePitchingIntegrationsAutomations

Welcome to Vendasta Learn, your guide to getting started: what to do first, and in what order. Five paths take you from a new Partner Center account to an AI Workforce you run for your own business and sell to your clients. You set up the platform, hire your first AI Employee, meet the rest of the roster, make your first sale, and connect it to the systems you and your clients already run.

This learning journey is organized so you master the system for yourself before you sell it. We do recommend you hire an AI Receptionist for yourself before you deploy one for a client, so everything you talk about in a sales conversation is something you have already made work. As you grow with the platform, the Documentation tab has detailed walkthroughs of everything in it. Happy learning!

Start with Get set upSee all five paths ↓

Where you will be working

Everything in these paths is done from your main administration workspace: Partner Center, at partners.vendasta.com. Some steps open a client's Business App from there, so you can set up what they will see.

Your learning journey

1. 1Get set upMake the platform yours, then bring in your first client.2 h8 stepsBeginnerStart →

   You leave with email sending from your own domain, payments collecting on their own, your brand on everything a client sees, an AI Receptionist on your own website, and your first client account live with a product on it.

   1. How the platform worksthe white-label model, the two workspaces, and where your team and your AI Employees live
   2. Connect your domain and emailevery email the platform sends arrives from your business
   3. Connect payments and billingthe wholesale-to-retail model, the Stripe decision, and billing that collects on its own
   4. Brand your platformyour logo and color across both workspaces, and which pages clients see
   5. Turn on your own AI Receptionistconfigure it, give it knowledge, test it, and put the widget on your site
   6. Add your first clientthe account, a product live on it, and the invite that opens their Business App
   7. What your client sees firstthe onboarding email, their Home page, and the three settings on your side that decide it
   8. Where to get helpthe AI assistant, two documentation sites, your Client Success team, webinars, and Vendasta Services
   9. Skill check10 scenario questions drawn from every step

   Start Get set up →Next: 2. Hire your first AI Employee →
2. 2Hire your first AI EmployeeRun a receptionist for yourself, then deploy one for a client.1 h 30 min5 stepsBeginner to IntermediateStart →

   Put one AI Employee to work for a real business and prove it. You run a receptionist for your own front desk first, teach it to book on a real calendar, train it to answer accurately, then deploy one for a client on their account and test it before you hand it over.

   1. Meet the AI Employeesthe five-employee team working for your own business, and the three parts they all share
   2. Put a receptionist to workwhy you hire for yourself first, chat or voice, and the ten-question audit before anyone meets it
   3. Connect calendars and bookingcalendars, booking links, and call routing by business hours
   4. Train your AI Employeeaudit what it knows, fix the source, write a guardrail, and re-test
   5. Deploy a receptionist for a clientconfigure the receptionist that belongs to your client and run the go-live test
   6. Skill check12 scenario questions drawn from every step

   Start Hire your first AI Employee →Next: 3. Know what you're selling →
3. 3Know what you're sellingEvery AI Employee, the job it does on day one, and the edition that carries it.1 h6 stepsBeginnerStart →

   Meet every AI Employee you will put in front of a client. Each step takes one of the five core AI Employees, shows the job it does on day one, and names the product and edition that carry it, so you quote the right thing before you activate anything. The last step covers the Specialist AI Employees.

   1. AI Receptionistevery call, text, and web chat answered, at any hour
   2. AI Reputation Specialistevery review answered on brand, sensitive cases flagged for you
   3. AI Social Media Managera social calendar generated, scheduled, and published on its own
   4. AI BloggerSEO-ready posts written and published to WordPress on schedule
   5. AI Sales Assistantevery conversation captured, the CRM current without typing
   6. Specialist AI Employeesthe data analyst, support, and inside sales builds, and when to bring them in
   7. Skill check10 scenario questions drawn from every step

   Start Know what you're selling →Next: 4. Make your first sale →
4. 4Make your first saleThe packages, the live demo, the close, and the launch to a first captured lead.2 h7 stepsBeginnerStart →

   Your prospects do not buy AI. They buy captured leads, faster response times, and lower payroll. This path covers the AI Workforce packages, your best-fit first prospects, a live demo on any prospect's website, discovery and objections, the proposal, a rehearsal against a skeptical AI business owner, and the launch sequence that takes a signed client to their first captured lead.

   1. Your packages and pricingthe packages, the retention math behind them, and one opening line tuned to any business
   2. Find your first prospectsyour best-fit first clients, why your existing book beats any cold list, and the words that open the door
   3. Build a live demothe five to lead with, the three to grow into, and the five-minute live demo
   4. Run the sales callthe four discovery questions, the timed demo, the objection responses, and the pre-call ROI ritual
   5. Propose and closewhich kit to open with, the Three Baskets proposal, and the ask
   6. Practice the pitchcall Vendasta Pitch Partner and handle two live objections
   7. Get your client livelive in 7 days, first lead in 14, and the proof point you capture
   8. Skill check12 scenario questions drawn from every step

   Start Make your first sale →Next: 5. Connect your own systems →
5. 5Connect your own systemsOne build end to end: a custom tool, an automation, a webhook, and a real API call.2 h9 stepsIntermediateStart →

   An AI Employee for a home-services client that books jobs on a real calendar, saves every lead to the CRM, and checks the weather before it confirms outdoor work. Three steps need no code at all: the first, the automation handoff, and autopilot. The rest reach outside the platform with a custom tool, a webhook, a scoped API token, and a booking into a system your client already runs.

   1. Start with what the platform already doeswhat makes a system connectable, the ladder from a setting to custom code, and the one job left over
   2. Build a custom toola working call becomes a custom tool, and a prompt gives it judgment
   3. Test the tooltest where it runs, read what it did, and isolate a failing call
   4. Hand off to the automationtrigger scope, guarding a trigger, and the follow-through worker
   5. Put your workforce on autopilotautomations that run when nobody is in the conversation
   6. Send data out with a webhooksend data out with a webhook and start an automation from outside
   7. Call the API yourselfa real call against your own data, in the browser, with no code
   8. Book into an outside systema booking that lands in the scheduling system your client already runs
   9. When to hand off to a developerthe custom-code line, handing it off well, and productizing what you built
   10. Skill check12 scenario questions drawn from every step

   Start Connect your own systems →Then: Your sales assets →
6. ReferenceYour sales assetsRebrandable kits, the ROI calculator, success stories, and the sales videos.6 rebrandable kits4 sales videosOpen →

   Everything you reach for during a sale, on one page. Not a path: open it when you need it and keep it open while you work through Make your first sale.

   1. Sales kits, ready to rebrandpitch decks, one-pagers, and images for the whole AI Workforce and for each AI Employee
   2. Numbers and proofthe AI ROI Calculator and the success stories library, filtered by AI Employee
   3. Sales videosthe pitch foundation, the live demo, the discovery framework, and the Three Baskets proposal
   4. Rehearse and keep learningthe Vendasta Pitch Partner line and the on-demand webinar bootcamps

   Open Your sales assets →

Already comfortable with the platform? Skip ahead to Make your first sale.

Watch an AI Receptionist in action

Already set up and ready to get your AI Workforce rolling? Watch this video to see how it works.

• Sign into Partner Center

  Access your dashboard and tools.

• Check system status

  See real-time platform availability updates.

• Vendasta Trust Center

  Review security, privacy, and SOC 2® and SOC 3® reporting.

• API Documentation

  Explore Vendasta APIs and integration guides.

• Join our Partner Community

  Connect with other partners and share best practices.

• Contact Support

  Open a ticket in the Support Portal.

Troubleshooting guide

Ask the AI assistantThe sparkle icon in Partner Center answers how-do-I questions from this documentation.Ask the AI assistant →Talk to a personThe chat in the bottom left corner of Partner Center reaches your account team.What onboarding includes →Every help channelThe AI assistant, two documentation sites, your Client Success team, webinars, and Vendasta Services, and when to use each.Where to get help →