AI Assistant Chat

The AI Assistant Chat is your intelligent helper inside Vendo AI. It helps you build targeted audiences from our database of 4M+ verified B2B contacts, filter and refine results, and provides guidance on using the platform effectively.

Building Audiences with AI Assistant

The AI Assistant allows you to find your ideal customers by simply describing them in natural language. Instead of manually filtering through databases or buying expensive lead lists, you can describe your target audience in plain English — the AI will search our comprehensive database of 4M+ verified B2B contacts and return matching companies with detailed information.

The search process is conversational: you can refine your criteria, ask follow-up questions, and narrow down results until you find the perfect audience for your campaign. The Assistant understands context, so queries like "tech startups in Berlin that might need CRM software" work just as well as specific filters.

Audience Results Overview

When you search for companies, the Assistant displays a comprehensive breakdown of your potential audience:

• Total Audience Found — The total number of companies matching your search criteria. This helps you understand the market size and adjust your targeting if needed.
• Contact Channels — Shows available communication methods for reaching each company. Our database includes:
  • Email addresses (verified and deliverable)
  • Phone numbers (direct lines when available)
  • LinkedIn profiles (company pages and decision-makers)
  • Telegram contacts
  • WhatsApp numbers
  • Booking URLs (Calendly, Cal.com, and other scheduling tools)
• Industry Breakdown — Visual distribution showing how your audience splits across industries: Consulting, Technology, Media, Gaming, Finance, Healthcare, Real Estate, and more. Use checkboxes to include or exclude specific industries.
• Location Breakdown — Geographic distribution by city and country. Perfect for targeting specific regions or excluding areas outside your service coverage.
• Company Size — Filter by organization size: Startup (1-10), Small (11-50), Medium (51-200), Large (201-1000), Enterprise (1000+). Different company sizes often require different sales approaches.
• Campaign Budget — Real-time cost estimate based on your credit balance. Shows how many contacts you can reach with your current plan and helps plan your outreach budget.

Refining Your Audience

After the initial search, you can fine-tune your audience using the interactive filters. Check or uncheck industries, locations, and company sizes to narrow down your list. The budget estimate updates in real-time as you adjust filters, so you always know the cost before launching a campaign.

Search Types

When building an audience, you can choose from three different search methods. Each method uses a different approach to find companies, and selecting the right one can significantly impact the quality and relevance of your results. The search type selector appears at the top of the AI Assistant panel.

K Keyword Search

The fastest search method that uses structured filters: country, industry, and city. Best for broad audience targeting when you want to quickly find companies in specific locations or industries. This method searches through pre-indexed company metadata, making it extremely fast even for large result sets.

When to use: You have clear geographic or industry criteria, you need results quickly, or you're doing initial market research to understand audience size.

Examples: "Marketing agencies in Germany", "SaaS companies in California", "Restaurants in New York", "IT consulting firms in London"

E Exact Match

Searches for companies that literally mention specific terms in their description, website content, or profile. Best for technical keywords, product names, and specific technologies. This method finds companies that explicitly use the exact words you specify.

When to use: You're looking for companies using specific technologies (Salesforce, HubSpot, Shopify), mentioning specific certifications (ISO, SOC2), or targeting competitors' customers.

Examples: "Companies using Salesforce", "Businesses mentioning AI automation", "Shopify stores", "Companies with ISO 27001 certification"

S Semantic Search

AI-powered deep analysis that understands meaning and context, not just keywords. Best for niche targeting, complex criteria, and finding companies by their problems or needs. The AI reads and understands company descriptions, finding matches even when they don't use your exact words.

When to use: You have complex requirements, you're targeting companies by their pain points or needs, or keyword searches return too many irrelevant results.

Examples: "Companies that struggle with manual data entry", "B2B service providers focused on digital transformation", "Businesses that need help with customer retention", "Startups looking to scale their sales team"

Choosing the Right Search Type

Your Goal	Recommended Search
Find all marketing agencies in a country	Keyword Search
Find companies using a specific tool	Exact Match
Find companies with a specific problem	Semantic Search
Quick market size estimation	Keyword Search
Target competitors' customers	Exact Match
Find niche B2B service providers	Semantic Search

Pro Tip: Start with Keyword Search to understand your market size, then use Semantic Search to find the most relevant subset. You can also combine approaches — run a Keyword Search for "Tech companies in USA", then use Semantic Search within those results to find "companies struggling with customer onboarding".

How to Use the Assistant

1. Open the Chat
   Navigate to the Sales Process page. The AI Assistant panel is on the right side of the screen.
2. Describe Your Target Audience
   Type a natural language description of your ideal customer. Be specific about industry, location, company size, and any other criteria.
3. Choose Search Type
   Select Keyword Search, Exact Match, or Semantic Search based on your needs (see descriptions above).
4. Review and Filter Results
   Check the breakdown by industry, location, and company size. Use the checkboxes to include or exclude specific segments.
5. Check Campaign Budget
   Review the estimated cost in credits before proceeding. Make sure you have sufficient balance.
6. Launch Campaign
   Click "Launch Campaign" to start your outreach, or save the audience for later use.

Example Prompts

• "Find SaaS companies in the United States with 50-200 employees"
• "Show me marketing agencies in London that work with B2B clients"
• "Companies in Germany that provide consulting services for digital transformation"
• "Tech startups in San Francisco focused on AI and automation"
• "Real estate agencies in New York with booking URLs available"

AI Agents Overview — Your AI Skilled Workers Dashboard

Vendo AI uses a unified AI Agent that adapts to your needs. Instead of choosing from multiple specialized agent types, you create one agent and configure its mode — Sales, Support, or Informational. Each agent can be deployed across multiple channels and handles conversations autonomously 24/7.

Dashboard Overview

When you navigate to Your AI Agents in the left sidebar, you'll see a complete overview of all your agents and their cumulative performance metrics at a glance.

Summary Stats Bar

At the top of the page, four summary cards display your overall agent portfolio metrics:

• Active Agents — The total number of agents currently live and operational.
• Draft Agents — Agents created but not yet activated. Use drafts to prepare agents before going live.
• Total Connections — The combined number of active integrations (widgets, campaigns, Google Meet, Telegram, etc.) across all agents.
• Total Conversations — The total number of conversations all agents have had with visitors and prospects.

Search and Create

A search field ("Search agents...") lets you quickly find any agent by name or description. The "+ Create New Agent" button in the top-right corner starts the agent creation wizard. You can also use the "+ Create AI Agent" button in the left sidebar.

Agent Cards

Each agent is displayed as a card in a responsive grid layout. Every card provides a quick snapshot of the agent's identity, mode, status, capabilities, and key performance metrics:

• Agent Avatar & Name — The agent's profile picture and name appear at the top of the card. Below the name is a short description you defined during setup.
• Agent Mode Badge — A colored label indicating the agent's mode: Sales Agent, Support Agent, or Informational Agent. This helps you quickly identify what each agent does.
• Status Indicator — A green "Active" badge in the top-right corner means the agent is live and handling conversations. Paused or draft agents will show a different status.
• Channel Icons — Small icons below the agent mode badge show which distribution channels are enabled (email, website widget, slides, Google Meet, Telegram, voice calls).
• Performance Metrics — Each card displays: Active Connections, Conversations, Total Messages, and Unique Visitors.
• Credits Used — Shows the total AI credits consumed by this agent.
• Quick Action Buttons — A row of icons at the bottom: connections, test conversation, edit settings, analytics, and more options.

Left Sidebar Navigation

The left sidebar provides quick access to: Dashboard, Your AI Agents, Sales Process, Meetings, Analytics, Billing, Settings, and Profile. At the bottom you'll see your AI Credits balance (with a "+" button to purchase more), Notifications, Support, and Logout.

Agent Detail Page

Click on any agent card to open its detailed view. The agent detail page gives you comprehensive statistics, connection analytics, and full control over the agent's configuration.

Agent Header

At the top of the detail page you'll see:

• "← Back to Agents" — Link to return to the dashboard.
• Agent Avatar, Name & Status — The agent's photo, name, and a green "Active" badge.
• Agent Mode & Company — Mode label (Sales / Support / Informational) and company name.
• Created Date — When the agent was created.

Action Buttons

Three buttons in the top-right corner:

• Edit (pencil icon) — Opens the setup wizard to modify any settings.
• Pause (orange) — Temporarily stops the agent from handling new conversations.
• Delete (red) — Permanently removes the agent and all its data. Cannot be undone.

Performance Stats Cards

Four large metric cards give you an instant performance overview:

• Active Connections (link icon, blue) — Active integrations where this agent is deployed.
• Conversations (chat icon, green) — Total conversations the agent has had.
• Total Messages (chart icon, purple) — All messages exchanged across all conversations.
• Unique Visitors (people icon, orange) — Distinct individuals who interacted with this agent.

Connection Analytics & Engagement Stats

Below the stats cards, two panels show deeper insights:

• Connection Analytics — Distribution by platform type (e.g., "Website Widgets: 1", "Google Meet: 1"), total conversations, and messages exchanged.
• Engagement Stats — Unique visitors, average messages per chat (higher = deeper engagement), and active connections count.

Creating an AI Agent

Vendo AI uses a unified agent creation flow. One universal agent replaces the old system of 12 separate agent types. You create an agent in 4 simple steps, then attach connections (channels) separately after creation.

4-Step Agent Creation Wizard

Step 1 — Agent

Define your AI agent's identity and role. This determines how the agent will present itself in all conversations.

Agent Identity

• Agent Name — Give your agent a name (e.g., "Daniel", "Maria"). This name will be used in all communications and conversations.
• Agent Description — A brief internal note to help you identify this agent later (e.g., "Sales agent for European market").
• Agent Avatar — Choose from 20 preset avatars (10 male, 10 female) or upload your own image. The avatar is displayed in chat widgets, presentations, and across all channels.
• Gender — Automatically set based on avatar selection. Used to filter voice options in connection settings (male avatars see male voices, female avatars see female voices).

Agent Role

Choose one of three roles that defines the agent's behavior and script structure:

Role	Purpose	Script Focus
Sales	Sell products, qualify leads, close deals	Discovery → Presentation → Pricing → Objections → Closing
Support	Help customers, resolve issues	Understanding Issue → Troubleshooting → Escalation → Follow-up
Information	Share knowledge, educate visitors	Understanding Interests → Information Delivery → Q&A → Resources

Available Channels

The Step 1 screen also shows all channels your agent can use:

• Where Your Agent Can Be: Website, Slides, Zoom, Google Meet, Telegram, WhatsApp, Phone Call, Voice Widget
• How Your Agent Can Sell: Email Outreach, LinkedIn (invites & follow-ups), Phone Calls, WhatsApp, Telegram, Facebook Messenger, Instagram DMs, SMS

Step 2 — Company

This is where the AI learns everything about your business. Provide your website URL and the platform's Deep Scan technology will automatically analyze your entire online presence and generate a comprehensive company description.

Company Details

• Company Name — Your official business name as it should appear in all communications.
• Website URL — Enter your website address and click "Deep Scan" to trigger the AI analysis.

Deep Scan — Automatic Company Analysis

Deep Scan is Vendo AI's intelligent website analysis system. When you provide your website URL, the AI performs a comprehensive scan that goes far beyond reading your homepage:

1. Full website crawl — The AI visits your main page, extracts all internal links, and prioritizes the most important pages to analyze.
2. Smart page prioritization — Pages are ranked by importance:
   • Priority 1: Team pages, About Us, Contact pages
   • Priority 2: Service/product pages (up to 4)
   • Priority 3: Career pages, blog (up to 2)
3. Deep content extraction — The AI scrapes up to 15 key pages of your website, including paginated content (/page/2/, /page/3/).
4. Team member discovery — Automatically finds team/staff pages and scrapes up to 50 individual member profiles, extracting names, roles, LinkedIn profiles, emails, and phone numbers.
5. AI-powered description generation — Based on all collected data, the AI generates a comprehensive company description (~2,000 words) covering your products, services, value propositions, and competitive advantages.
6. Contact extraction — Automatically extracts company-level contact information (emails, phones, addresses) from all scanned pages.
7. People database — Each discovered team member is saved with AI-generated role tags, descriptions, and inferred contact details.
8. Industry & location detection — AI automatically determines your industry tags and geographic location from the website content.

Cost: Deep Scan costs 15 credits per scan. You can also enable Auto-Update to re-scan periodically (daily, weekly, biweekly, monthly, or quarterly) — the system will automatically keep your agent's knowledge up to date as your website changes.

Language Detection

The system automatically detects the language of your company description using word-frequency analysis. It supports 18+ languages including English, Italian, Spanish, French, German, Portuguese, Dutch, Polish, Czech, Turkish, Russian, Ukrainian, Chinese, Japanese, Korean, Arabic, Hebrew, and Thai. The detected language is used throughout the platform — for script generation, email outreach, LinkedIn messages, and voice calls.

Manual Content

You can also manually edit the generated description or add additional information:

• Product/Service Description — Edit or expand the AI-generated description (up to 1,500 words). The more detail you provide, the better your agent performs.
• Upload Materials — Add presentations (PPT, PPTX, KEY), documents (PDF, DOC, DOCX, TXT), and price lists (XLS, CSV, PDF) for deeper knowledge.

Step 3 — Script

The AI automatically generates a complete, professional script based on your company information, uploaded materials, and chosen role. The script is the backbone of all your agent's conversations — whether via chat, email, phone, or presentations.

Choose Script Style

Before generating, select the communication style that matches your brand:

Style	Best For
Professional	Enterprise sales, financial services, legal — formal language, no contractions
Friendly	SMB sales, consumer products, startups — approachable, casual tone
Technical	SaaS, IT services, complex products — peer-to-peer engineer voice, precise vocabulary
Consultative	Services, consulting, custom solutions — advisory, solution-focused

Style matters everywhere: The chosen style affects not just the script text, but also the tone of all outgoing emails, LinkedIn messages, and follow-ups. A Technical agent writes like an engineer; a Professional agent writes formal business correspondence.

8-Stage Script Structure

Every script has 8 stages, regardless of role or style. The AI generates approximately 2,000–2,500 words of content across all stages. The stage names and focus areas depend on the agent's role:

Sales Agent — 8 Script Stages

1. Welcome — Greeting, introduction, no "Good morning/afternoon" (only "Hello", "Hi"). Agent name used once.
2. Rapport & Agenda — Build rapport, set expectations for the conversation.
3. Discovery — 15–20 qualifying questions about needs, pain points, budget, decision process.
4. Presentation — Products/services matched to discovered pain points, case studies, ROI examples.
5. Pricing & Value — Packages, ROI framing, objection handling on price.
6. Objection Handling — 8 common objections with exact response templates.
7. Closing & Contact Info — Closing strategies, company contact details.
8. Follow-Up Plan — Email template, timeline, CRM notes for post-call actions.

Support Agent — 8 Script Stages

1. Greeting & Identification — Warm greeting, ask name, reference number.
2. Understanding the Issue — Clarifying questions, empathy statements.
3. Troubleshooting & Solution — Step-by-step fixes and resolution paths.
4. Verification & Additional Help — Confirm resolution, check for other issues.
5. Knowledge Base & Resources — Self-service resources, documentation links.
6. Escalation Procedures — When and how to escalate to human support.
7. Closing & Contact Info — Summary of resolution, contact details.
8. Follow-Up & Feedback — 24–48h check-in, satisfaction survey.

Informational Agent — 8 Script Stages

1. Greeting & Introduction — Welcome, ask about visitor's interests.
2. Understanding Interests — Assess knowledge level, what they're looking for.
3. Detailed Information Delivery — Explain products/services clearly and thoroughly.
4. Deep Dive & Q&A — Answer specific questions in depth.
5. Practical Guidance — Next steps (non-pushy, informational).
6. Related Topics — Connected information, industry trends.
7. Summary & Contact Info — Recap key points, company contacts.
8. Resources & Follow-Up — Links, guides, newsletter signup.

Script Customization

• Click the edit icon on any stage to modify the text
• Use {client_name} variable for automatic personalization
• Add custom sections with the "Add Custom Section" button
• Download the script as PDF with "Download PDF"
• Copy the entire script with "Copy Script"

Key rules in all scripts: The AI never uses time-dependent greetings like "Good morning" or "Good evening" — only neutral greetings ("Hello", "Hi", "Здравствуйте"). The agent's name appears only once in the opening greeting. Support and Information agents are instructed to never try to sell anything.

Step 4 — Finish

When you click "Complete Setup" on Step 3, the agent is automatically activated (status changes from Draft to Active) and you see a congratulations page:

• "Your Sales Agent is Ready!" — Confirmation that the agent has been created with a comprehensive knowledge base about your company.
• Where Your Agent Can Be — Icons showing all available deployment channels: Website, Slides, Zoom, Google Meet, Telegram, WhatsApp, Phone Call, Voice Widget.
• How Your Agent Can Sell — Available outreach methods: Email Outreach, LinkedIn (invites & follow-ups), Phone Calls, WhatsApp, Telegram, Facebook Messenger, Instagram DMs, SMS.
• "Add Connection" button — Takes you directly to the connection setup page to deploy your agent to its first channel.
• "Back to My Agents" — Returns to the dashboard where your new agent appears as an active card.

What's next? Your agent is created but not yet deployed anywhere. To start using it, add connections — each connection is a channel where the agent will interact with people. See the Connections & Channels section for details on each connection type.

Technical Specifications

Agent Modes & Script Styles

Every Vendo AI agent operates in one of three roles (Sales, Support, Information) and uses one of four script styles (Professional, Friendly, Technical, Consultative). This creates 12 unique combinations, each generating a tailored 8-stage script.

Three Agent Roles

Sales Agent

The Sales Agent is designed for end-to-end autonomous selling. It's the most powerful role — the only one that can run automated outreach campaigns (email, LinkedIn). It handles the complete sales process from cold outreach to closing.

What the Sales Agent Does

• Email Campaigns — Automated cold outreach with AI-personalized messages, styled to match the chosen script style
• LinkedIn Outreach — Automated connection requests and follow-up messages
• Auto-Responses — Handles all replies automatically, overcoming objections and keeping conversations going
• Meeting Booking — Integrates with your calendar to schedule meetings during conversations
• Live Presentations — Conducts interactive product demos with voice narration
• Lead Qualification — Uses the 8-stage script to qualify prospects and identify decision-makers
• Phone Calls — Makes and receives AI voice calls with natural conversation

Support Agent

The Support Agent is a knowledge-base-driven assistant focused on resolving customer issues. It never tries to sell — instead, it provides accurate help based on your documentation and FAQ.

Key Characteristics

• Issue Resolution Focus — Follows a structured troubleshooting flow from identification to resolution
• Knowledge Base Driven — Answers questions strictly from your uploaded documents and company description
• Escalation Protocol — Built-in procedures for when to escalate to human support
• Follow-Up System — Automatic 24–48h check-in and satisfaction survey stages
• Never Sells — The script explicitly instructs the agent to never attempt sales

Best For

• Website chat widget for customer support
• Telegram bot for FAQ and troubleshooting
• Phone support hotline
• Onboarding guidance for new customers

Informational Agent

The Informational Agent educates and guides visitors through your content. It presents information in a neutral, non-pushy way — perfect for product tours, knowledge bases, and training materials.

Key Characteristics

• Education Focus — Explains products, services, and topics clearly and thoroughly
• Neutral Tone — Informative without being persuasive — lets the content speak for itself
• Interactive Q&A — Deep-dive capability for visitors who want detailed information
• Resource Sharing — Provides links, guides, related topics, and newsletter signup
• Never Sells — Like Support, this agent never pushes sales

Best For

• Product demos and self-guided tours
• Narrated presentations on website or Google Meet
• Training and onboarding materials
• Interactive knowledge base with voice and text
• Investor pitch presentations

Four Script Styles

The style affects the tone of all agent communications — not just the script, but also outgoing emails, LinkedIn messages, and follow-ups. Choosing the right style is critical for matching your brand voice.

Connections & Channels

After creating an agent, you deploy it by adding connections. Each connection is a channel where the agent interacts with people. One agent can have unlimited connections of the same type — for example, multiple website widgets for different sites, or multiple email campaigns for different audiences.

Each connection has its own independent settings, analytics, and embed code. Changing settings on one connection doesn't affect others.

Available Connection Types

Website Widget

The most popular connection type. Embeds an interactive chat widget on your website with optional voice capabilities. Visitors can type or speak directly with your AI agent.

Step 1 — Voice & Communication Setup

• Mode selection — Choose "Voice & Text" (default) or "Text Only".
• Voice selection — If voice enabled, choose from premium AI voices filtered by the agent's gender.
• Language mode — "Script Language" (agent speaks in the detected language) or "Multilingual" (adapts to visitor's language).
• Speech speed — Adjustable from 0.8x (slower) to 1.2x (faster).
• Voice emotionality — Neutral, Expressive, Calm, or Dynamic.
• Communication Rules — Auto-generated rules that define the agent's role, language, and behavior. Fully editable.

Step 2 — Widget Configuration

• Website URL — The domain where the widget will be deployed.
• Colors — Full customization with 9 color pickers: header, header text, background, text, user bubble, agent bubble, send button, and more.
• Border radius — Adjust widget corner roundness.
• Button customization — Widget trigger button color and logo variant.
• Contact collection — Toggle email and phone number collection during conversations.
• Auto-open — Configure automatic widget opening with custom delay, sound, and welcome message.
• Navigation — Enable AI-powered page navigation that guides visitors to relevant pages on your site (uses sitemap.xml).
• Live preview — See a realistic widget preview with your colors, avatar, and chat bubbles as you configure.
• Embed code — Simple JavaScript snippet to paste before </body> on your website.

Website Button

A lightweight alternative to the full widget. Places a button on your page that opens an assistant modal when clicked. Same voice + text capabilities, smaller footprint — ideal for landing pages where you don't want a persistent chat widget.

Slide Presenter

Creates a shareable link to an AI-narrated presentation. The agent narrates each slide with voice, answers questions in real time, and waits for the viewer to proceed to the next slide.

• Upload PDF — Upload your presentation, the system extracts each slide.
• AI narration — Click "Generate All Scripts" to create voice narration for every slide based on your company description and slide content.
• Per-slide editing — Review, edit, or regenerate narration for individual slides.
• Drag & drop reorder — Rearrange slides freely.
• Interactive mode — After each slide, the agent asks if the viewer wants to continue or has questions.
• Share via link — Get a direct URL to share with prospects for self-guided demos.

Google Meet

The AI agent joins Google Meet calls as a participant and conducts live product demonstrations. It presents slides, narrates content, answers questions, and can handle Q&A sessions — all autonomously.

• Dedicated meeting link that the AI agent auto-joins
• Real-time voice interaction with meeting participants
• Slide presentation with voice narration during the call
• Meeting metrics: number of meetings held, total duration

Telegram Bot

Connect a Telegram bot to your agent for both text and voice conversations in Telegram messenger.

Step 1 — Voice & Text Setup

• Same voice settings as Website Widget: voice selection, language mode, speech speed, emotionality, background sound, natural responses.
• Text-only option available if you don't need voice.
• Each Telegram connection creates its own independent voice configuration.

Step 2 — Bot Setup

• Create a bot — Use @BotFather on Telegram to create a new bot and get your token.
• Enter token — Paste the bot token into Vendo AI to connect.
• Bot management — View bot status, analytics, and manage settings.

Phone Call

The most advanced connection type with a 5-step setup. Enables AI voice calls — both inbound and outbound — with natural conversation, objection handling, and meeting booking.

Step 1 — Voice Setup

• Voice selection — Premium AI voices filtered by agent gender.
• Language mode — Script language or multilingual.
• Speech speed — 0.8x to 1.2x.
• Voice emotionality — Neutral / Expressive / Calm / Dynamic.
• Background sound — None, Office, Coffee Shop, or Call Center ambiance for realistic call atmosphere.
• Natural responses — Toggle "uh-huh", "I see" backchannel responses for more natural conversation.
• End call after silence — Auto-end call if no response for 10–60 seconds (default: 30s).
• Reminder — If no response, the agent reminds the caller after 5–30 seconds (default: 10s).

Step 2 — Phone Number

• Buy or select a dedicated phone number for your AI agent.
• The number is exclusively used by this connection.

Step 3 — Objective

Define the primary goal for phone conversations:

• Book Meeting — Focus on scheduling a follow-up meeting
• Sell — Direct sales conversation
• Qualify Lead — Assess prospect fit and interest
• Inform — Provide information and answer questions
• Collect Info — Gather specific information from the caller

Step 4 — Script

• Auto-generated phone script based on your agent's main script + the selected objective.
• Greeting automatically generated in the detected language (e.g., Italian agent → "Buongiorno! Sono...").
• Fully editable — customize the phone conversation flow.

Step 5 — Save & Test

• Creates the connection with all configured settings.
• Provisions a unique AI voice agent for this phone line.
• Links the phone number to the agent.
• Test call — Make a test call right from the setup page to verify everything works.

WhatsApp

Text-only channel for WhatsApp conversations. Works with both personal and Business accounts via QR code connection (similar to WhatsApp Web).

Setup (1 step)

• QR Code scan — Connect your WhatsApp account by scanning a QR code in a popup window.
• Account management — View connected accounts, disconnect if needed.

How It Works

• When someone messages your WhatsApp, the AI agent automatically replies using your agent's script and company knowledge.
• Conversation history is maintained — the AI reads the last 10 messages for context.
• Circuit breaker: maximum 5 AI replies per chat per day to prevent spam.
• Supports text, images, files, voice notes (pre-recorded), and reactions.
• Cost: 1 credit per reply.

Voice Quality Settings

All voice-enabled connections (Phone Call, Telegram, Website Widget, Slide Presenter) share these advanced voice settings:

Adding a Connection

1. Open Agent Detail Page
   Click on any agent card from the dashboard.
2. Click "+ Add Connection"
   In the Connections section, click the button to add a new deployment channel.
3. Choose Connection Type
   Select from Website Widget, Website Button, Slide Presenter, Google Meet, Telegram Bot, Phone Call, or WhatsApp.
4. Configure
   Follow the connection-specific setup steps described above.
5. Done
   The connection goes live immediately. Monitor performance in the agent's analytics.

Tip: You can add unlimited connections of the same type. Deploy the same agent as a widget on several different websites, run multiple email campaigns for different audiences, or set up phone lines for different regions — all handled by the same AI agent, each with independent settings and analytics.

Conversations — Chat History and Transcripts

Every connection tracks all conversations. Access them from the agent detail page by clicking on a specific connection.

Conversation Stats

• Total Chats — All conversations across this connection.
• Text Chats — Conversations via text messaging.
• Voice Chats — Conversations via voice.
• Unique Visitors — Distinct visitors who started a conversation.

Filters

• Type filter — Show text, voice, or all conversations.
• Date range — View conversations from a specific period.
• Search — Find conversations by visitor name, email, or content.

Full Transcript View

Click any conversation to see the complete transcript — every message in chronological order with timestamps. Visitor messages appear in blue bubbles (right), agent responses in white bubbles (left). For voice conversations, the spoken dialogue is transcribed to text.

Vendo SDR — Signal Search

Vendo SDR transforms Vendo AI from a list-driven outbound platform into a signal-driven autonomous AI SDR. Instead of blasting a static contact list, it continuously watches the market for live buying signals, finds the decision-maker behind each signal, and turns that into a contactable lead ready for outreach.

How Signal Search Works

A Signal Search is a named hunt that you create via a simple 3-step wizard:

1. Name Your Search
   Give your search a descriptive name (e.g., "Playable Ads — consumption & production", "SaaS companies hiring VP Sales").
2. Pick an Agent
   Select an existing AI agent. The system reads that agent's full sales script with Claude AI and auto-generates a signal profile: what you sell, your ideal customer profile (ICP), relevant topics, LinkedIn search queries, and exclude keywords. Everything is editable — you can fine-tune the AI's understanding of your target market.
3. Pick Data Sources
   All 9 hunters are enabled by default. Toggle off any sources you don't need. Activate the search and the hunters start running continuously.

You can create any number of Signal Searches per workspace. Each search is completely independent — different agents, different signal profiles, different results. Two searches never see each other's data.

The 9 Autonomous Hunters

Each hunter is a perpetual loop that continuously scans its data source, extracts signals, and feeds them into your pipeline. Hunters run in parallel, adapt their pace based on results, and self-pause when they exhaust their current data — then resume when new opportunities emerge.

12 Signal Types

Signal Intelligence Engine

The system doesn't just collect signals — it learns from outcomes. Four intelligence layers work together:

• Traceability — Every exported contact keeps a link to its originating signal. When an outreach email gets a reply, the system traces it back to the exact signal that triggered it.
• Signal Decay — Each signal has a strength score that decays over time based on its type. Funding signals stay relevant for 30 days; social posts decay in 7 days. A company's overall "heat" score is the composite of all its active signals.
• Outcome Collection — The system records email opens, replies, and booked meetings from your outreach campaigns, connecting each outcome to the signal that sourced the lead.
• Learning Loop — A daily process measures which signal types actually convert to meetings for your specific business. Hunters self-rebalance — sources that produce meetings run more often, while low-converting sources slow down.

AI Signal Profile

When you select an agent for a Signal Search, Claude AI reads the agent's entire sales script and company description, then auto-generates a comprehensive signal profile:

• Offer Summary — What you sell, generated from your product description
• ICP Summary — Your ideal customer profile, derived from your script's qualification criteria
• Relevant Topics — Weighted list of 60+ topics the hunters should look for (e.g., "hiring VP Sales" = 95 relevance, "Series B AI" = 85)
• LinkedIn Search Queries — 13+ auto-generated queries for the LinkedIn hunters
• Industry Keywords — For relevance filtering on RSS and news sources
• Exclude Keywords — Companies or topics to skip (e.g., your own brand, non-profits, government)

Everything is fully editable — you can adjust weights, add queries, refine exclusions. The profile can be regenerated at any time as your product or target market evolves.

Freshness Policy

Hard rule: a signal must reference an event from the last 7 calendar days. Anything older is rejected at ingestion — no exceptions. This keeps your pipeline full of actionable intelligence only. Stale signals are worse than no signals because they waste outreach budget on dead leads.

Perpetual Mode

Every hunter runs as a continuous AI-guided loop:

1. Reflect — Every 3rd cycle, Claude AI reviews recent results and proposes a hypothesis to test (e.g., "Try Series B AI startups raised in last 30 days").
2. Act — The hunter executes its search based on the hypothesis and signal profile.
3. Record — Results are saved: signals found, duplicates skipped, stale data rejected.
4. Adaptive Wait — If fresh signals were found, the next cycle starts quickly. If results were empty, wait time gradually increases. After too many consecutive empty cycles, the source auto-pauses until new data is available.
5. Loop — Back to step 1, continuously.

The system dynamically generates new search angles — the AI Web Hunter creates fresh hypotheses every 10 cycles, LinkedIn expands queries with geographic and industry modifiers (~180 unique combinations), and HN Hiring uses 50+ varied search terms. This prevents staleness and ensures continuous discovery of new prospects.

Live Dashboard

The Vendo SDR dashboard shows everything in real-time:

• KPI Row — Fresh signals count, active sources, hot leads, booked meetings.
• 9 Station Cards — Each hunter has its own card with live status (Active / Cooling / Paused / Idle), cycle progress ring, and mini-counters (Searches / Reviewed / Saved).
• Live Activity Feed — Streams events as they happen: new signals captured, stale rejections, hypotheses, cycle outcomes.
• Signal Cards — Latest captured signals with company name, signal type, confidence score, and source URL for verification.
• People Page — All discovered decision-makers with name, title, company, LinkedIn link, role badge, relevance score, and AI reasoning. Filterable by role and company.

Email Campaigns

The Campaign system lets you run automated email outreach to your target audience. AI writes personalized emails for each prospect based on their company and role.

Campaign Features

• AI Personalization — Each email is uniquely written for the recipient
• Automated Follow-ups — Smart timing for follow-up emails
• Speed Control — Set how many emails to send per hour/day
• Real-time Tracking — Monitor opens, clicks, and replies
• Thread Management — View all conversations in one place

Creating a Campaign

1. Select Audience
   Choose an audience you've created with the AI Assistant.
2. Configure Email Settings
   Set your sender email, subject line template, and signature.
3. Set Speed
   Choose how many emails to send per hour (balance speed vs. deliverability).
4. Review AI Emails
   Preview the personalized emails the AI has generated.
5. Launch
   Start the campaign and monitor progress in real-time.

Campaign Speed Tiers

Audience Builder

Build targeted lists of businesses for your campaigns using our database of 4M+ verified B2B contacts. Use the AI Assistant to find and filter your ideal customers.

Available Filters

• Industry — SaaS, Finance, Healthcare, etc.
• Company Size — Filter by employee count
• Location — Country, region, or city
• Job Titles — Target specific decision-makers
• Revenue — Filter by company revenue range
• Technology — Companies using specific tools

Building an Audience

1. Open AI Assistant
   Navigate to the Sales Process page or click the chat icon.
2. Describe Your Target
   Tell the AI about your ideal customer profile.
3. Review Results
   See matching companies and their details.
4. Refine
   Ask the AI to add or remove filters.
5. Save Audience
   Give your audience a name and save for use in campaigns.

Analytics

Track the performance of your AI Skilled Workers and campaigns with detailed analytics.

Available Metrics

• Campaign Metrics — Open rates, click rates, reply rates
• Agent Usage — Conversations, duration, outcomes
• Lead Activity — Engagement timeline for each lead
• Conversion Tracking — Meetings booked, deals closed

Dashboard Overview

The analytics dashboard shows key metrics at a glance. You can see:

• Active campaigns and their current status
• Email delivery and engagement rates
• AI Skilled Worker conversation statistics
• Lead pipeline overview

Billing & Credits

Vendo AI uses a credit-based system for usage. This section explains how billing works and how to manage your credits.

Credit System

Different actions consume different amounts of credits:

Managing Billing

1. Go to Billing
   Navigate to Settings → Billing.
2. View Usage
   See your current credit balance and usage history.
3. Purchase Credits
   Buy additional credits or upgrade your plan.
4. Set Alerts
   Configure notifications when credits run low.

Calendar & Meetings

Manage meetings booked by your AI Skilled Workers. Connect your calendar for automatic scheduling.

Calendar Integration

Connect your Google Calendar or Microsoft Outlook to enable automatic meeting booking:

1. Connect Calendar
   Go to Settings → Calendar and connect your account.
2. Set Availability
   Define when you're available for meetings.
3. Configure Meeting Types
   Set default meeting duration and video link preferences.

Meeting Management

• View all scheduled meetings in one dashboard
• See meeting details and participant information
• Reschedule or cancel meetings
• Send reminders to participants

Settings

Configure your account preferences and platform settings.

Available Settings

• Profile — Update your name, email, and avatar
• Notifications — Configure email and in-app notifications
• Calendar — Connect and manage calendar integrations
• Integrations — Connect CRM and other business tools
• Team — Manage team members and permissions
• Billing — View and manage your subscription

Team Management

Add team members to your Vendo AI workspace and manage their access.

Adding Team Members

1. Go to Settings
   Navigate to Settings → Team.
2. Invite Member
   Enter the email address of your team member.
3. Set Role
   Choose their access level (Admin or Member).
4. Send Invitation
   The team member will receive an email to join.

User Roles

Integrations Overview

Connect Vendo AI with your existing CRM and business tools to sync contacts, track activities, and streamline your workflow.

Available Integrations

Kommo CRM Integration

Connect your Kommo CRM account to sync contacts and track sales activities.

Setup

1. Go to Settings
   Navigate to Settings → Integrations.
2. Click Kommo
   Find Kommo in the integrations list and click Connect.
3. Authorize
   Log in to your Kommo account and authorize Vendo AI.
4. Configure Sync
   Choose which data to sync and in which direction.

Synced Data

• Contacts and companies
• Deals and pipeline stages
• Email activity and engagement
• Meeting bookings

HubSpot CRM Integration

Connect your HubSpot CRM account to sync contacts and manage your sales pipeline.

Setup

1. Go to Settings
   Navigate to Settings → Integrations.
2. Click HubSpot
   Find HubSpot in the integrations list and click Connect.
3. Authorize
   Log in to your HubSpot account and authorize Vendo AI.
4. Map Fields
   Configure how data maps between systems.

Synced Data

• Contacts and companies
• Deals
• Email activity
• Notes and tasks

Salesforce Integration

Planned Features

• Full contact and lead sync
• Opportunity tracking
• Activity logging
• Custom field mapping

Zoho CRM Integration

Planned Features

• Contact and account sync
• Deal tracking
• Email activity sync
• Workflow automation

Contact Support

Need help? Our support team is here to assist you.

Support Channels

• In-App Chat — Click the support icon in the bottom right corner
• Email — support@vendo-ai.com
• Help Center — You're here! Browse our documentation

Before Contacting Support

1. Check Documentation
   Browse this Help Center for answers to common questions.
2. Use AI Assistant
   The AI Assistant can help with many platform questions.
3. Gather Information
   Note the agent ID, error messages, and steps to reproduce any issues.

Response Times