# Vendasta Documentation

> Comprehensive documentation for the Vendasta platform — a white-label SaaS platform that helps agencies, media companies, and telcos sell and deliver digital solutions to local businesses. Covers Partner Center, Business App, AI workforce tools, commerce, CRM, automations, marketing, fulfillment, and managed services.

## Getting Started
- [Introduction to Vendasta](https://docs.vendasta.com/getting-started): Start here — platform overview, trial setup, and orientation for new partners
- [Partner Onboarding](https://docs.vendasta.com/getting-started/partner-onboarding): Step-by-step onboarding guide for new Vendasta partners
- [Partner Troubleshooting Guide](https://docs.vendasta.com/getting-started/partner-troubleshooting-guide): Common setup issues and how to resolve them
- [Getting Started Guides](https://docs.vendasta.com/getting-started/getting-started-guides): Comprehensive guides covering accounts, branding, billing, team setup, and services

## Partner Center
- [Partner Center Overview](https://docs.vendasta.com/partner-center): Central hub for managing your business, clients, billing, and operations

## Vendor Center
- [Vendor Center Overview](https://docs.vendasta.com/vendor-center): Create and manage custom products, pricing, integrations, and onboarding as a vendor
- [Product Management](https://docs.vendasta.com/vendor-center/product-management): Build and configure products for sale on the Vendasta marketplace
- [Onboarding Guides](https://docs.vendasta.com/vendor-center/onboarding-guides): Step-by-step guidance for vendors getting started on the platform

## Business App
- [Business App Overview](https://docs.vendasta.com/business-app): White-label client-facing dashboard where businesses access their products and reports
- [Administration](https://docs.vendasta.com/business-app/administration): Configure Business App settings, integrations, and client access
- [Home](https://docs.vendasta.com/business-app/home): Customize the Business App home page for clients
- [Executive Report](https://docs.vendasta.com/business-app/executive-report): Performance reporting delivered to business clients
- [CRM](https://docs.vendasta.com/business-app/crm): CRM features accessible inside Business App
- [Conversations](https://docs.vendasta.com/business-app/conversations): Messaging features within Business App
- [Campaigns](https://docs.vendasta.com/business-app/campaigns): Email campaigns accessible from Business App
- [Automations](https://docs.vendasta.com/business-app/automations): Automation features available inside Business App

## Multi-Location Business App
- [Multi-Location Business App Overview](https://docs.vendasta.com/multi-location-business-app): Manage multiple business locations from a single unified interface
- [Setup & Configuration](https://docs.vendasta.com/multi-location-business-app/setup-configuration): Getting started and configuration for multi-location accounts
- [Executive Report](https://docs.vendasta.com/multi-location-business-app/executive-report): Consolidated reporting across all locations
- [Reputation](https://docs.vendasta.com/multi-location-business-app/reputation): Reputation AI management across multiple locations
- [Social Media](https://docs.vendasta.com/multi-location-business-app/social-media): Social media management across locations
- [Data Exporter](https://docs.vendasta.com/multi-location-business-app/data-exporter): Export and manage data across multiple locations

## Accounts
- [Accounts Overview](https://docs.vendasta.com/accounts): Manage all client business accounts in Partner Center
- [Manage Accounts](https://docs.vendasta.com/accounts/manage-accounts): Create, edit, and maintain business accounts
- [Manage Users](https://docs.vendasta.com/accounts/manage-users): Control user access and permissions across accounts
- [Account Lists](https://docs.vendasta.com/accounts/accounts-lists): Organize and segment accounts into lists
- [Multi-Location Groups](https://docs.vendasta.com/accounts/multi-location-groups): Group and manage multi-location businesses
- [Directory](https://docs.vendasta.com/accounts/directory): Search and classify businesses in your account directory
- [Manage Business App](https://docs.vendasta.com/accounts/manage-business-app): Configure Business App access and settings per account
- [Reports](https://docs.vendasta.com/accounts/reports): Account-level reports and metrics

## AI
- [AI Overview](https://docs.vendasta.com/ai): Vendasta's AI platform — combines business data with AI to automate marketing, sales, and operations
- [AI Workforce](https://docs.vendasta.com/ai/ai-workforce): Configure AI employees including Chat Receptionist, Voice Receptionist, Sales Assistant, and Custom AI agents
- [AI Capabilities](https://docs.vendasta.com/ai/ai-capabilities): Define specialized skills and behaviors for AI employees
- [Knowledge Base](https://docs.vendasta.com/ai/knowledge-base): Provide factual business information for AI employees to reference
- [AI Receptionist Features by Plan](https://docs.vendasta.com/ai/ai-workforce/ai-receptionist-features-by-plan): Feature comparison across Starter, Professional, Premium, and Enterprise plans

## CRM
- [CRM Overview](https://docs.vendasta.com/crm): Vendasta's Customer Relationship Management system for tracking contacts, deals, and sales activity
- [Contacts](https://docs.vendasta.com/crm/contacts): Manage people, import/export contacts, and run campaigns
- [Companies](https://docs.vendasta.com/crm/companies): Manage organizations and associate contacts to them
- [Lists](https://docs.vendasta.com/crm/lists): Segment contacts and companies into targeted lists
- [Opportunities](https://docs.vendasta.com/crm/opportunities): Track and manage sales deals through a pipeline
- [Tasks](https://docs.vendasta.com/crm/tasks): Create and complete sales activities and follow-ups
- [My Meetings](https://docs.vendasta.com/crm/my-meetings): Schedule meetings and share booking links with prospects
- [Activity Feed](https://docs.vendasta.com/crm/activity-feed): Track all interactions and engagement in one place
- [Sales Teams](https://docs.vendasta.com/crm/sales-teams): Organize and manage sales team structure and performance
- [Leaderboard](https://docs.vendasta.com/crm/leaderboard): Monitor and compare sales performance across your team
- [Custom Objects](https://docs.vendasta.com/crm/custom-objects): Create custom data structures to track business-specific information

## Conversations
- [Conversations Overview](https://docs.vendasta.com/conversations): Centralized communication hub for messaging clients, vendors, and team members
- [Conversations in Partner Center](https://docs.vendasta.com/conversations/conversations-in-partner-center): How to use the Conversations inbox inside Partner Center
- [AI-Assisted Web Chat Widget](https://docs.vendasta.com/conversations/ai-assisted-web-chat-widget): Set up and configure the AI-powered web chat widget for client websites
- [Messaging Templates](https://docs.vendasta.com/conversations/messaging-templates): Create reusable message templates for faster responses
- [Automations for Conversations](https://docs.vendasta.com/conversations/automations-available-for-conversations): Automate conversation workflows and responses

## Marketing
- [Marketing Overview](https://docs.vendasta.com/marketing): Email campaigns, lead capture widgets, forms, and email deliverability settings
- [Campaigns](https://docs.vendasta.com/marketing/campaigns): Create and manage email marketing campaigns
- [Email Templates](https://docs.vendasta.com/marketing/email-templates): Pre-built templates for email campaigns
- [Forms](https://docs.vendasta.com/marketing/forms): Build lead capture forms with reCAPTCHA and GA4 tracking
- [Acquisition Widgets](https://docs.vendasta.com/marketing/acquisition-widgets): Embed lead capture forms on client websites
- [Email Settings](https://docs.vendasta.com/marketing/email-settings): Configure domain authentication and email deliverability

## Commerce
- [Commerce Overview](https://docs.vendasta.com/commerce): Manage orders, invoices, subscriptions, payments, payouts, and credit notes
- [Orders](https://docs.vendasta.com/commerce/orders): Create, manage, approve, and track sales orders
- [Invoices](https://docs.vendasta.com/commerce/invoices): Create and send invoices, apply tax rates, and manage discounts
- [Subscriptions](https://docs.vendasta.com/commerce/subscriptions): Set up and manage recurring billing for products and services
- [Payments](https://docs.vendasta.com/commerce/payments): Handle payment notifications and management
- [Payouts](https://docs.vendasta.com/commerce/payouts): Configure bank accounts and track payout status
- [Credit Notes](https://docs.vendasta.com/commerce/credit-notes): Issue credit notes for refunds or billing adjustments

## Marketplace
- [Marketplace Overview](https://docs.vendasta.com/marketplace): Discover, enable, and manage products; create packages and configure your store
- [Products](https://docs.vendasta.com/marketplace/products): Browse and enable marketplace products for resale
- [Packages](https://docs.vendasta.com/marketplace/packages): Bundle products into value-based offers for clients
- [Manage Store](https://docs.vendasta.com/marketplace/manage-store): Configure and customize your white-label storefront

## Automations
- [Automations Overview](https://docs.vendasta.com/automations): Build automated workflows to streamline sales, onboarding, and operations
- [Creating and Configuring Automations](https://docs.vendasta.com/automations/creating-and-configuring-automations): Step-by-step guide to building automations
- [Automation Triggers Reference](https://docs.vendasta.com/automations/automation-triggers-reference): Full list of available triggers that start an automation
- [Automation Steps Reference](https://docs.vendasta.com/automations/automation-steps-reference): Full list of available actions and steps within automations
- [Advanced Automation Features](https://docs.vendasta.com/automations/advanced-automation-features): Logic steps, action sets, delays, and grouping
- [Managing Your Automations](https://docs.vendasta.com/automations/managing-your-automations): Enable, disable, duplicate, and organize automations
- [Automation Templates Overview](https://docs.vendasta.com/automations/automation-templates-overview): Pre-built templates to get started quickly
- [Time-Based Triggers](https://docs.vendasta.com/automations/time-based-triggers): Schedule automations to run at specific times
- [Data Expressions](https://docs.vendasta.com/automations/data-expressions): Use dynamic data and variables inside automation steps
- [Bulk Actions](https://docs.vendasta.com/automations/bulk-actions): Run automations across multiple accounts at once
- [Troubleshooting Automations](https://docs.vendasta.com/automations/troubleshooting-automations): Diagnose and fix common automation issues
- [Step Deep-Dives](https://docs.vendasta.com/automations/steps): In-depth guides for specific automation steps (Find Company, Categorize with AI, and more)

## Fulfillment
- [Fulfillment Overview](https://docs.vendasta.com/fulfillment): Manage work delivery, projects, tasks, and team collaboration
- [Task Manager](https://docs.vendasta.com/fulfillment/task-manager): Project and task management for fulfillment teams
- [Productivity Report](https://docs.vendasta.com/fulfillment/productivity-report): Track team output and fulfillment performance

## Reports
- [Reports Overview](https://docs.vendasta.com/reports): Reporting features available across the Vendasta platform
- [Metrics](https://docs.vendasta.com/reports/metrics): SaaS metrics including MRR, churn, LTV, and growth tracking
- [Premium Reports](https://docs.vendasta.com/reports/premium-reports): Advanced operational reports for deeper business insight

## Snapshot Report
- [Snapshot Report Overview](https://docs.vendasta.com/snapshot-report): Award-winning marketing needs assessment tool for sales prospecting
- [Customization](https://docs.vendasta.com/snapshot-report/snapshot-report-customization): Customize the Snapshot Report for your brand and clients
- [Listings & Reviews](https://docs.vendasta.com/snapshot-report/snapshot-report-listings-reviews): Listings and review data sections of the Snapshot Report
- [Website & SEO](https://docs.vendasta.com/snapshot-report/snapshot-report-website-seo): Website and SEO analysis sections
- [Social & Advertising](https://docs.vendasta.com/snapshot-report/snapshot-report-social-advertising): Social media and advertising performance sections
- [Ecommerce & Technology](https://docs.vendasta.com/snapshot-report/snapshot-report-ecommerce-technology): Ecommerce and technology stack sections

## Administration
- [My Account](https://docs.vendasta.com/administration/my-account): Account profile, billing, plan details, and affiliate program settings
- [Platform Settings](https://docs.vendasta.com/administration/platform-settings): System-wide configuration including branding, notifications, and client experience
- [Commerce Settings](https://docs.vendasta.com/administration/commerce): Default billing, order settings, and tax rate configuration
- [Data Management](https://docs.vendasta.com/administration/data-management): CRM objects, custom fields, pipelines, and data compliance
- [Advanced](https://docs.vendasta.com/administration/advanced): SSO integrations, translations, and third-party connections

## Vendasta Services
- [Vendasta Services Overview](https://docs.vendasta.com/vendasta-services): Guides for Vendasta-provided managed services, onboarding, and ongoing support
- [Digital Advertising](https://docs.vendasta.com/vendasta-services/digital-advertising): Managed ad campaign creation and management
- [Social Media Management](https://docs.vendasta.com/vendasta-services/social-media-management): Managed content creation and social engagement
- [Websites](https://docs.vendasta.com/vendasta-services/websites): Managed website design and development services
- [Listings, Claims & Optimization](https://docs.vendasta.com/vendasta-services/listings-claims-optimization): Managed local SEO and listings management
- [AI Workforce Setup](https://docs.vendasta.com/vendasta-services/ai-workforce-setup): Assisted configuration of AI workforce products
- [Working With Our Team](https://docs.vendasta.com/vendasta-services/working-with-our-team): Collaboration processes and best practices with Vendasta's team
- [Expectations](https://docs.vendasta.com/vendasta-services/expectations): Service delivery timelines and what to expect

## Legacy
- [Legacy Documentation Overview](https://docs.vendasta.com/legacy): Documentation for deprecated tools kept for historical reference
- [Customer Voice](https://docs.vendasta.com/legacy/customer-voice): Legacy customer feedback and review request system
- [Proposals](https://docs.vendasta.com/legacy/proposals): Legacy proposal builder
- [CalendarHero](https://docs.vendasta.com/legacy/calendarhero): Legacy calendar and scheduling product