AI Overview

The AI section of Partner Center is where you set up AI employees: the AI Workforce (Chat Receptionist, Voice Receptionist, Sales Assistant, and Custom AI Employees), the AI Capabilities that guide how they act, and the Knowledge Base they answer from. Together they answer customer questions, capture leads, and take actions across chat, voice, and other channels.

Why use AI employees?

AI employees work 24/7. They respond to customer questions instantly and handle routine tasks, so you can serve more customers without adding staff at the same rate.

What's included

• AI Workforce: Configure AI employees (Chat Receptionist, Voice Receptionist, Sales Assistant, or create Custom AI Employees) to interact with customers across multiple channels
• AI Capabilities: Define specialized skills and behaviors that tell your AI employees how to act and when to take specific actions
• Knowledge Base: Provide factual information your AI employees can reference when answering customer questions

How do I set up AI employees?

1. Set up your Knowledge Base

   • Navigate to Partner Center → AI → Knowledge Base
   • Add business information, FAQs, and policies that your AI employees can reference
   • Connect website sources to automatically pull content

2. Configure AI Capabilities

   • Go to Partner Center → AI → AI Capabilities
   • Create custom capabilities or configure existing ones
   • Define how your AI employees should behave in different scenarios

3. Deploy AI Workforce

   • Navigate to Partner Center → AI → Workforce
   • Choose from Chat Receptionist, Voice Receptionist, or Sales Assistant
   • Configure your AI employees with the appropriate capabilities and knowledge base

How do the Knowledge Base, Capabilities, and Tools work together?

Your AI employees are powered by three key components:

• Knowledge Base provides the factual content your AI can search and reference when answering questions — like business hours, pricing, FAQs, and policies.

• Capabilities tell your AI employee how to act and when to take specific actions in conversations — like when to capture leads, how to qualify customers, or what tone to use.

• Tools connect your AI employee to external systems via APIs, allowing them to perform actions like creating appointments, checking inventory, or updating your CRM.

These three components can be mixed and matched to create AI employees that handle complex customer interactions and automate business processes.

Quick Reference

• Knowledge Base = Information to reference (reactive, fact-based)
• Capabilities = Instructions on how to behave (proactive, process-based)
• Tools = Ability to take action in external systems (integration-based)

New to how AI Employees work? Take the AI foundations course in Vendasta Learn — Beginner, 6 lessons.

Frequently asked questions

Which AI employees are available in Partner Center?

The AI Workforce includes the Chat Receptionist, Voice Receptionist, and Sales Assistant, and you can create Custom AI Employees. Find them in Partner Center → AI → Workforce.

What's the difference between the Knowledge Base and Capabilities?

The Knowledge Base holds facts your AI employees reference, like business hours, pricing, and policies. Capabilities are instructions on how to behave, like when to capture a lead or how to qualify a customer.

Can AI employees take actions in other systems?

Yes. Tools connect AI employees to external systems through APIs, so they can create appointments, check inventory, or update your CRM.

Where can I learn how AI employees work?

Take the AI foundations course in Vendasta Learn, a beginner course with 6 lessons.