Introduction to Conversations AI in the platform
In this course, you'll learn how Conversations AI helps you streamline your operations, connect with vendors, and foster better customer relationships, all within Partner Center.
- Identify where Conversations AI lives across Partner Center, Vendor Center, and Business App
- Describe the top features of Conversations AI and what's available for free
- Start a new conversation with a client using two different methods
- Enable Conversations AI for clients and set up the AI-assisted web chat widget
Conversations AI helps you streamline communication with your client accounts and product and service vendors.
Where Conversations AI lives
| Environment | Purpose |
|---|---|
| Partner Center | Build relationships with accounts, vendors, and Vendasta. The open inbox helps your team collaborate and communicate |
| Vendor Center | Conversations AI in Vendor Center enables direct communication for both pre and post-sales communication |
| Business App | Let your clients communicate with you and your team at no additional cost |
Conversations AI helps you message your clients, ask questions to vendors, and connect with your Vendasta account rep—all for free. It's conveniently located in a side panel that stays with you wherever you are in the platform.
Upgrade to Conversations AI Pro
While Conversations AI in the platform helps your clients connect with you, your clients can capture new leads and communicate with their customers via SMS, Google Business Message, Web Chat, and more by upgrading to Conversations AI Pro.
Learn more about Conversations AI Pro in the Academy course.
Two ways to start a new conversation with a client
- Click the blue [+] New Message button and choose an account
- Send a message from an account's details page under Manage Accounts
Enable Conversations AI for your clients
Go to Partner Center → Administration → Customize Business App → Conversations AI Messages and check Show this page
Set up the web chat
Add the AI-assisted Web Chat widget to connect with your website visitors.
- Head to Partner Center → Conversations AI → Conversations AI Settings
- Configure the color and ensure the business profile information is correct
- Add the shortcode to your website header
The web chat widget will appear on the site, ready to engage with website visitors and bring their information right into Conversations AI.
You enable Conversations AI for a client. They message you from Business App with a question about their listings. You reply from the side panel in Partner Center. A vendor has a question about a project—you message them in Vendor Center. A website visitor chats via the web widget—their info flows into Conversations AI. One place for all communication.
Key Resources
Knowledge Check
Knowledge Check
Test your understanding with 5 random questions from a pool of 5.
Conversations AI keeps you connected across the platform. See the course materials for the video walkthrough.