AI Assistant Chat

The AI Assistant is a chat sidebar available on every page. It is not just a helper — it can operate the platform for you.

What the Assistant can do

• Search the contact database and build audiences — describe your ideal customer in plain language; the assistant searches 700K+ people / 1M+ companies and returns an audience card.
• Analyze a website and suggest target filters for it.
• Create and edit agents — name, description, company info, script, voice. Every change is shown as a preview card and saved only after you confirm.
• Create and launch campaigns, including voice-call campaigns.
• Diagnose agents and campaigns, show real sent emails and LinkedIn messages, replies, audience summaries and sequences.
• Report numbers — Vendo SDR status and leads, email/LinkedIn/phone funnels with date filters, credit balance and spending.
• Drive the UI — navigate to pages, fill forms, highlight the right buttons while walking you through a task.

Each chat message costs 1 credit. The assistant may run up to 6 tool actions per request.

Search types

The audience card

Results appear as an Audience card: total contacts found, breakdown by position, counts with email / LinkedIn / phone, channel toggles (Person emails, LinkedIn, Company emails) and actions to Save the audience or refine filters. Refining recalculates the numbers live without charging another search.

Example prompts

• "IT contacts in Poland" — keyword search.
• "SEO Managers" — exact search.
• "iGaming, game studios, online casino, sports betting decision-makers in US and Canada" — semantic search.
• "Analyze my website and build three audience directions in the UK, Germany, France and Spain" — multi-step flow in one request.

AI Agents Overview

Your AI agents (sidebar item) is the home of your digital employees. Each agent is trained on your company and speaks every channel it is connected to.

The agents list page

• Stats bar — four cards: Active Agents, Draft Agents, Total Connections, Total Conversations.
• Plan capacity banner — "X of Y agents used". At the limit you can press Buy extra slot · $20/mo (Starter and Scale plans) or upgrade the plan.
• Create New Agent button — opens the 4-step wizard.
• Search box — filters agents by name (persists between visits).

Agent cards

Each card shows: avatar with a green/grey status dot (Active / Inactive), name, role label (AI Sales Agent / AI Support Agent / AI Information Agent), short description, a row of connection-type icons ("No connections yet" if none), a 2×2 stats grid — Connections, Conversations, Messages, Visitors — and a Credits Used footer.

The card menu (⋮) contains: View Details, Test Agent, Connect, Edit, Duplicate, Delete (delete asks for confirmation and lists what will be removed).

Agent detail page

• Header — avatar, name, status badge (Active / Paused / Draft), role badge, company, creation date, and buttons Edit, Pause / Activate, Delete.
• Stats — Active Connections, Conversations, Total Messages, Unique Visitors, plus Connection Analytics and Engagement Stats (Total Conversations, Messages Exchanged, Avg Messages per Chat).
• Connections — every connection with its own Edit link, conversation history and credits spent, plus an Add Connection button.

Agent Test Page

Test Agent opens a test bench with 11 channel tabs: Email, LinkedIn, Browser Voice, Website Widget, Website Button, Slide Presentation, Google Meet, Telegram, Voice Call (Phone), WhatsApp, Zoom. Email and LinkedIn are always active — they generate a sample email or invite for a synthetic prospect, free, without sending anything. Other tabs activate when that connection exists. A script panel shows your sales script as labelled sections.

Creating an AI Agent

Press Create New Agent to open the 4-step wizard: Agent → Company → Script → Finish.

Step 1 — Agent

• Agent Role — Sales Agent, Support Agent or Information Agent.
• Agent Gender — Male / Female (affects the voice list).
• Agent Avatar — "Choose Avatar" picker with 20 preset photos (10 male, 10 female), or upload your own with cropping.
• Agent Name and optional Description, then Save Agent Info.

Step 2 — Company

• Company Name, Website URL and a Product/Service Description with a word counter. Use Auto-Generate Description to write it from the website.
• Deep Scan — the AI reads up to 15 key pages of your site (plus up to 50 team pages), extracting people, emails, phones, LinkedIn links and pricing. Live progress is streamed on screen. Costs 15 credits.
• Auto-Update toggle — re-scan the website on a schedule (daily / weekly / biweekly / monthly / quarterly, 15 credits per re-scan). It never overwrites your manual edits and disables itself if credits run out.
• Company Contact Information — meeting/booking link, address, phone, email, WhatsApp, Telegram. These are the contacts the agent may share with visitors on request. Auto-filled from the scan; anything you type manually always wins. The agent only shares channels you configured — it never invents contact details.
• The script language is auto-detected from your website — the agent speaks it on every channel.

Step 3 — Script

• Script Tone & Style — four styles: Professional & Formal, Friendly & Casual, Technical & Precise, Consultative. The style changes the tone, not the structure.
• Generate Script — the AI writes a full 8-stage script (~2,000–2,500 words), then Save Script. You can edit any part by hand or ask the AI Assistant to change it.

Step 4 — Finish

Activate Agent switches the agent to Active and opens a congratulations page with a channels overview and an Add Connection button.

Voice settings (shared by all voice channels)

Every voice connection has its own independent voice configuration:

• Voice picker — professional voices filtered by the agent's gender, with play preview.
• Language mode — Script Language or Multilingual.
• Speech Speed — 0.8× to 1.2×.
• Voice Emotionality — Neutral / Expressive / Calm / Dynamic.
• Background Sound — None / Office / Coffee Shop / Call Center.
• Natural responses toggle (on by default), End call after silence (10–60 s), Reminder if no response (5–30 s, phone only), and editable Communication Rules.

Agent Modes & Script Styles

Three agent roles

• Sales Agent — leads the visitor from hello to a booked meeting: discovers needs, presents the product, handles pricing and objections, closes for contact details and next steps. The same script also powers cold email and LinkedIn outreach for this agent.
• Support Agent — identifies the customer and the issue, troubleshoots against your knowledge base, verifies the fix, escalates when needed and collects feedback.
• Information Agent — a guide for products, services or content: understands what the visitor is interested in, delivers structured information, answers deep-dive questions and points to resources.

Four script styles

3 roles × 4 styles = 12 script variants. Changing the style rewrites the tone while keeping the 8-stage structure.

Connections & Channels

Open an agent and press Add Connection. One agent can run unlimited connections of any type — each with its own settings, analytics, embed code and voice configuration.

Connection catalogue

Website Widget (2 steps)

• Step 1 — Voice & Communication Setup: mode Voice & Text (default) or Text Only, plus the full voice settings block.
• Step 2 — Widget Configuration:
  • Website URL and 9 color pickers (header, header text, background, text, user bubble, agent bubble, send button and more) + border radius and button customization, with live preview.
  • Contact collection — independent toggles for Email Address and Phone Number: collect either, both, or none; the form adapts (phone-only collection is fully supported).
  • Auto-open — delay, sound, and the auto-open message.
  • Navigation — the widget can suggest and navigate to pages of your own site (from your sitemap), in auto or ask mode, continuing the chat after navigation.
  • Greeting Messages — two editable messages; when left empty, defaults are auto-localized into the script's language (17 languages).
  • Localization — ~19 widget UI strings (form titles, labels, placeholders, validation errors) can be overridden per connection; unset keys stay English.
  • Create test page — after saving, generates a private no-index preview page with the live widget so you can test before embedding. The Embed Code snippet is one script tag.

The widget answers from your company description, script and contact channels — and shares your booking link, phone, email, WhatsApp or Telegram when asked (only the ones you configured).

Website Button

One settings page: Button Text (default "Talk to Assistant"), Size (small / medium / large), colors (Button Background, Button Text, Modal Primary Color), Border Radius, live modal preview, Save Connection and the Embed Code.

Slide Presenter (3 steps)

1. Slides — upload a PDF presentation; the AI writes a narrator script for every slide (editable, "Slide X of Y" navigation).
2. Voice — voice picker, voice settings and editable Presenter Rules. The narrator speaks the slides' language.
3. Visual Config — colors, live preview, Presentation Analytics, a public share link and embed code.

Google Meet

• Step 1 — Invite Agent to Meetings: copy the unique Agent Email Address and add it as a participant to any Google Calendar event — the agent joins the Meet automatically at the scheduled time (about a minute before the start).
• Step 2 — Meeting Settings: Meeting Mode — Voice Only (no screen sharing, lower cost) or Presentation (shares slides on screen, higher cost); Auto-join meetings toggle; Join meeting early (on time / 1 / 2 / 5 minutes); Greeting message posted to the meeting chat on join. Meeting Analytics appears after saving.

Telegram Bot (2 steps)

1. Voice/Text Setup — Text Only or Voice & Text with its own voice configuration.
2. Bot Setup — paste a bot token from @BotFather. Chats and analytics live on the connection's chats page; voice messages are supported in voice mode.

Voice Call / Phone (5 steps)

1. Voice Setup — voice settings, including "Reminder if no response".
2. Phone Number — buy a US number (200 credits/month, auto-released if credits run out) or pick one you already own. International numbers (e.g. UK) can be imported via Twilio.
3. Call Objective — Book a Meeting / Direct Sale / Qualify Lead / Introduce & Inform / Survey & Collect Data, plus an Accept incoming calls toggle (inbound calls get their own greeting and the same script and rate).
4. Call Script — auto-generated from the agent's sales script in the detected language; editable, with a Regenerate button.
5. Save & Test — make a test call to your own phone (max 2 minutes, billed at the normal rate).

Calls cost 25 credits per minute, billed in 10-second blocks (a 60-second call = 25 credits). The Transcripts page shows stat cards (Total calls, Answered rate, Minutes, Credits, Sentiment), filters, an audio player and a chat-style transcript for every call; the AI marks the outcome (interested, meeting booked, callback requested, not interested, no answer) and promotes positive outcomes to the CRM.

WhatsApp

Single-step connect: press Connect and scan a QR code (like WhatsApp Web) — works with personal and Business accounts. The agent auto-replies to incoming messages using its script and company knowledge (text, images, files, voice notes; max 5 auto-replies per chat per day, 1 credit per reply). No live calls.

Conversations

Every connection keeps a full conversation history: stats, filters and complete transcripts of what the agent said on that channel. Widget and messenger leads that leave contact details or show interest are promoted into the CRM automatically.

Vendo SDR — Overview & Setup

Vendo SDR is the autonomous prospecting engine. A Signal Search is a named, always-on hunt: it watches the market for buying signals, identifies the decision-maker behind each signal, enriches the contact, and (once you launch outreach) reaches out — 24/7.

The pipeline: buying-intent signal → identify the decision-maker → enrich contact → outreach → replies feed the learning loop.

Creating a search — the 5-step wizard

1. Name — a free-text name for the search.
2. Agent — pick an AI agent; the AI reads its sales script to build the entire hunting profile.
3. Regions (mandatory) — an interactive world map with quick presets (Northern America, Western Europe, Nordics, DACH, UK Only, APAC, India + South Asia, Middle East, LATAM, Ukraine + CIS), a search box, and AI-suggested regions inferred from your script (with per-country reasoning and an Accept all button). Drill down to US states or Ukrainian oblasts. An optional Company size card (Any / 1–10 / 11–50 / 51–200 / 201–500 / 500+ or free text) tunes the ICP as a soft signal.
4. Sources — toggle the hunter sources for this search (see the Hunters & Signals page). Free sources are on by default; paid ones ($$) are off.
5. Review & Launch — the AI proposes: What we sell (offer summary), Who we sell to (ICP), Industry keywords (must-contain gate), Exclude keywords (kill-words) and LinkedIn search queries. Everything is editable inline; Regenerate re-runs the AI; Create & Start saves your edits verbatim and starts the hunters.

Editing a running search

The Edit search button on the dashboard reopens the same wizard with your saved profile. It never overwrites your manual edits with AI suggestions, and saving never restarts the hunters — an active search keeps hunting with the new profile.

The search dashboard

• Header — agent, Edit search, Pause all / Resume.
• Chart — Signals vs Contacts per day with a selectable time window.
• Hunter tiles — 18 station cards in two groups ("Raw signal sources" and "Contact pipeline"), each with a live status spinner, counters, its own Run now / Pause and a next-cycle countdown. Clicking a tile opens the hunter detail page: how this channel works, KPIs, a geo breakdown, the actual people it found, and a live signal radar.
• Live activity feed — a real-time ticker of hunter and outreach events with avatars and links to the original post / job / filing / review.
• Hot Companies — companies ranked by live signal strength (signals decay by type over time), with ICP-fit badges, contact status and a CSV export.
• Signal Learning — after your first replies, the system learns which signal types actually convert for you and rebalances the hunters automatically.

Statuses and volume

A search is active / paused / draft; every source also has its own run-state (searching, analysing a candidate, enriching, saving, cooling down). Paid hunters run about 2 cycles per day by design. Prospecting volume scales with the number of connected LinkedIn accounts — the dashboard shows an honest banner when your workspace has none. Recommended: 2–3 connected accounts (LinkedIn Premium strongly advised).

Vendo SDR — Hunters & Signals

18 hunter sources power every Signal Search. Free default-on sources start automatically; paid sources spend AI/web-search budget and run ~2 cycles a day; opt-in sources are added per search.

The 18 sources

Two pipeline stations complete the picture: Connected People (turns company signals into named decision-makers) and Email Enricher (finds and validates the corporate email — DNS-checked, spam-safe, no SMTP probing).

The 12 signal types

hiring_role · funding_round · leadership_change · news_mention · tech_added · tech_removed · website_change · expansion_geo · social_post · event_attended · review_left · regulatory

Freshness and scoring

• Signals are accepted up to 60 days old, but every signal decays hourly with a per-type half-life (funding ~30 days, hiring ~14, news ~7) — company heat always reflects what is hot now.
• Every persona gets a two-axis score: ICP fit (how well they match your profile) × intent (how strong the signal is — a leadership change weighs more than a news mention), with human-readable reasoning.
• The Contact Pool reuses only contacts fresher than 30 days.

Vendo SDR — People & ICP Quality

The People tab of a search lists every discovered decision-maker.

What you see

• Stats tiles — total contacts, by role, companies covered; queue chips (Queued / Email / LinkedIn) once outreach runs.
• Filters — role (Sales / Marketing / Executive / Engineering / Other) and ICP group chips with live counts: Fits / Uncertain / Not a fit / Unchecked.
• Persona cards — real LinkedIn photo where captured, name, title, company and an ICP · Intent · Total score with reasoning. Click a card for the full story: which hunter found them, from which query, the triggering signal, why they match, the source link — and a Remove this contact button.

Quality control

• ICP self-QA — every few minutes the AI classifies new contacts into Fits / Uncertain / Not a fit with a short reason. Use Check ICP to force a pass.
• You are only charged for quality: 5 credits per contact, billed only after the quality gate (senior decision-maker + LinkedIn profile + validated corporate email). Contacts classified "not a fit" are saved and visible free of charge.
• Keyword auto-correction (opt-in toggle, off by default) — on a weak-quality pass the AI proposes up to 3 keyword additions/removals. The Search history panel shows every run's quality bar, keyword diffs with reasoning, and a Roll back to this version button.
• Manual control — delete any contact (single or bulk) or move it between ICP groups.

Getting contacts out

• Download contacts (CSV) — a clean 11-column spreadsheet (up to 10,000 rows).
• Export to Custom Audience — copies contacts into My Audiences with full signal traceability and avatars.
• Launch SDR outreach — proceeds to Outreach Setup.

Before exporting or launching, a segment picker asks which quality band to include: Fit (default) / Fit + Uncertain / Uncertain / Not fit / All — with live counts per segment.

Vendo SDR — Outreach

Outreach Setup turns a search's contacts into conversations. Open it from the search dashboard or the Launch SDR outreach button on the People tab. Launch is available from the very first contact.

Setup screen

• Channels — Email only, LinkedIn only, or Email + LinkedIn.
• Email Sending — 4 Vendo-managed warmed sender addresses are included (≈100 safe emails/day). Need more volume? Buy extra managed senders in pairs — 2 addresses for $20/month. You can also connect your own mailboxes (see Campaigns → Client-owned mailboxes).
• LinkedIn Accounts — all workspace LinkedIn accounts with status badges (OK / Reconnect required / Connection error / Connecting / Stopped); select which ones send. Buttons: Add LinkedIn account (secure hosted login popup — Vendo never stores your password), Reconnect, Remove. New accounts warm up over ~14 days with growing daily limits; warm-up progress survives reconnects.
• Working window — timezone, working hours (default 09:00–18:00), exclude weekends. An opt-in setting allows connection invites on weekends (human-text messages never go out on weekends).
• Capacity sidebar — managed senders, estimated emails/day, selected LinkedIn accounts and ready contacts before launch; live queue totals after.

Message setup — Email

• Writing rules — your guidance for the AI (never quoted verbatim); the email content itself is grounded in the agent's script.
• Tone — Friendly / Formal / Casual with an instant live preview generated from real personas of this search.
• Signature — rich editor: links, phone, website, booking link, logo, bold/italic.
• Follow-ups — toggle, count and interval; the AI writes short bump emails in the campaign language, in the same thread.
• Email auto-reply — toggle + delay: when a prospect answers, the AI replies in-thread using the agent's script, pricing and FAQ, and offers the booking link at the right moment.

Message setup — LinkedIn

• Connection Invites — mode AI-written (a personal invite for every prospect) or My exact text (sent verbatim; placeholders {{firstName}} {{lastName}} {{fullName}} {{company}}; 200-character LinkedIn limit).
• Follow-up After Connect — same AI/exact choice for the first message after they accept, with a configurable delay.
• Smart Auto-Replies — reply delays (min/max), your offer in one sentence, call to action and meeting booking link. The AI answers replies, and stops forever in a chat the moment you reply manually (human takeover) — the lead jumps to the CRM's Manager Dialog stage.
• Message Signature — append to the first message only (recommended) or every message.

While it runs

New contacts flow into the launched campaign automatically every minute; pausing outreach never stops signal collection. Replies land in the CRM with the full "why this lead" context. Invites are paced safely through the day (no morning bursts), respecting per-account limits and warm-up. Costs: email 5 credits, LinkedIn invite 1 credit, LinkedIn message or AI reply 5 credits.

Audience Builder

Build target lists from Vendo's people database — 700,000+ verified B2B contacts (on top of a 4M+ company database), growing continuously: every contact Vendo SDR finds anywhere is fed back into the shared pool.

Building an audience by chat

1. Open the AI Assistant on any page and describe your ideal customer.
2. Pick a search type — Keyword (5 cr), Exact (5 cr) or Semantic (7 cr).
3. Review the Audience card: contacts found, position breakdown, counts with email / LinkedIn / phone.
4. Refine filters (recalculates live, free) and press Save.

Available filters

Countries and cities · positions (OR logic) · industries · tags · must-have email / LinkedIn / phone · exclusions (cities, positions, industries) · language segment · freshness (max age in days).

My Audiences (/audiences)

• Upload your own contacts — CSV / XLSX / XLS / TSV / TXT, drag-and-drop, up to 50 MB, automatic column mapping (first/last names merged automatically; unmapped columns are kept). Status: Processing → Ready.
• Create an empty audience and bulk-add contacts from the CRM ("Save to audience").
• Per-audience stats (contacts / with email / with phone / with LinkedIn), delete audience.
• Per-contact delete with context — the confirmation shows why this contact was added (the SDR signal reasoning, or "imported manually") and asks for a delete reason (Not relevant / Wrong contact / Already a customer / Bad data / Other).
• Contact enrichment costs 1 credit per contact.

Audience Sets Marketplace

The Marketplace tab of /audiences sells ready-made contact sets from the people database at a flat 2 credits per contact. Every contact in every set has an email address.

What's on the shelf

• ~230 sets across 23 categories: industry × country combinations, seniority × country (C-level, founders, sales, marketing), and curated combos (e.g. US B2B SaaS C-level, UK fintech founders, VC partners). A search bar filters by title, description or category.
• Fresh Signals sets (pinned to the top, refreshed daily) — built from live SDR signal personas of the last 30 days; these contacts come with real avatars and full signal traceability.
• Sets are kept small on purpose: regular sets ≤3,000 contacts, fresh sets ≤1,000. Bigger slices are sold as "Top 3,000 of N".

Try before you buy

Every set opens into a preview: browse up to 200 contacts with first names, masked last names ("Tom M."), blurred avatars and has-email / has-LinkedIn flags. Emails and links are never exposed before purchase.

Buying and launching

• Buy — one charge of 2 cr × contacts; the set is snapshotted into a new audience in My Audiences with everything unmasked.
• Launch campaign — drops you into the campaign wizard with the audience pre-attached. For regular sets the launch itself is free (contacts stay opaque); for Fresh Signals sets launching includes the purchase (a cost-confirm dialog shows the total first).

Campaigns (Sales Process)

Sales Process is the home of classic outreach campaigns: pick an audience, pick an agent, choose channels — the AI writes and sends every message. Vendo SDR searches appear on the same page as their own cards.

The 6-step campaign wizard

1. Basic Info — name and audience. Audiences come from the AI Assistant, from uploads, from the marketplace, or from an SDR export. People-first audiences (individual contacts) work too — including for voice.
2. Select Agent — the agent whose script powers all messaging.
3. Settings — speed tier: Conservative 20/day · Balanced 50/day · Aggressive 100/day (default overall daily limit 200); working hours (default 9–18) and timezone; exclude weekends; separate daily email / LinkedIn limits; LinkedIn account selection; notification email for replies; CRM branch (which pipeline receives the replies); Email Sending — Vendo-managed or your own mailboxes.
4. Email Setup — AI mode (editable writing rules + tone + live preview) or Fixed mode: up to 5 ready-made letters rotated across contacts, with placeholders {{first_name}}, {{last_name}}, {{company_name}}, {{position}}, {{city}}, {{country}} and more. Rich signature editor included.
5. LinkedIn Setup — Enable LinkedIn toggle; invite text AI-written or your exact text (200-char limit); first-message-after-connect with configurable delay; per-campaign auto-reply switch.
6. Review — check everything and launch.

Channels

Live campaign channels: Email, LinkedIn, Voice calls (requires an owned phone number; max 5 concurrent calls; default 50 calls/day). WhatsApp and Telegram work as agent conversation channels that feed the CRM. Each channel has its own Pause / Resume button — pausing one never stops the others.

Email infrastructure

• Emails cost 5 credits and are charged only when actually sent.
• Vendo-managed senders are pre-warmed; a mailbox is used for campaigns only after 14 days of warm-up and ≥85% reputation.
• Client-owned mailboxes — connect your own Gmail / Outlook / any-SMTP box (app password); it warms up automatically (~30/day ramp) and becomes "ready" after 14 days. Campaigns marked client-owned send only from your own boxes.
• Pre-send validation: format + MX check of every address; unsubscribes are honored automatically; replies are classified (real / auto-reply / bounce) and only real replies become CRM leads.
• AI email auto-replies — the AI answers incoming replies in-thread (sentiment-aware, script-grounded, with your booking link when appropriate) until a human takes over.

LinkedIn infrastructure

• Connect accounts via a secure hosted login popup (credentials never touch Vendo; 2FA supported).
• New accounts warm up ~14 days (day 0–2: 10 searches / 5 invites; day 3–6: 30/15; day 7–13: 60/30; day 14+: full). Warm-up survives reconnects.
• Invites are paced through the working window in small batches with 12+ minute gaps; multiple accounts share the load evenly and never invite the same person twice.
• Costs: invite 1 credit, message / AI reply 5 credits. Invite notes are limited to 200 characters by LinkedIn.
• AI auto-replies follow polite rules (greets by name once, offers the booking link only when the conversation is ready, max 3 AI replies per chat per day) and stop permanently in any chat where you reply yourself.

Campaign details page

Per-channel tabs with three email lists (prepared / queued / sent), a Calls tab with transcripts, and stats: Sent, Opened, Replies, Daily Limit. Campaigns can be archived when done.

CRM

The built-in CRM (/crm) is where interested people land. The rule: only prospects who showed interest become leads — a reply, an inbound message, a widget form, a booked meeting or a positive call. Unanswered outreach stays in campaign views and in the Communications tab, never cluttering the pipeline.

Tabs: Pipeline · Communications · Inbox · Calendar

Pipeline (kanban)

• Default stages: New, Engaged, Manager Dialog, Qualified, Meeting, Won, Lost. Owners/admins can create, rename, recolor and delete stages ("New" and "Manager Dialog" are protected). Drag-and-drop moves leads.
• Manager Dialog is special: any lead you reply to personally (from the CRM or directly in LinkedIn/email) moves there automatically — the AI backs off, the lead is flagged as the hottest.
• Lead cards — avatar, name, company · title, unread count, last activity, owner, channel chips, and 7-color labels (⋮ menu).
• Filters — owner, source, stage, date range, stale-only, search.
• + Add lead — every field optional (name, company, title, email, LinkedIn URL, phone, stage, owner, notes). The Enrich button next to a LinkedIn URL pulls name, title, employer, avatar and location — filling only empty fields.
• Delete lead — soft-delete; owners/admins can restore.

The lead drawer

• Details — who this is, and why they are in the CRM: the campaign and invite that got the reply, the widget page and first message, the call outcome — adapted per source. Company enrichment (industry, size, country, website, logo) included.
• Conversation — full two-way messaging: reply to LinkedIn and email leads right from the card; your reply triggers human takeover (AI stops in that chat forever). An envelope button composes a fresh email from the card.
• Comments — internal notes with @mentions.
• Documents — up to 10 files ≤25 MB per upload, stored privately, with inline viewer.
• Stage dropdown, Reassign to a teammate, tags.

Communications

The inverse of the pipeline: the entire outbound stream, including people who never answered. Cards per campaign/SDR search with sent/replied counts; click through to full contact history with the actual message text. The To lead button promotes any contact into the pipeline.

Inbox

A Gmail-style view of conversations: filter chips (All / Unread / Mine / LinkedIn / Email / Widget), unread markers per user, thread view with a reply box.

Calendar

Google Meet bookings, campaign windows, SDR processes (violet all-day chips with per-day sourced/sent) and your own custom events ("Add event": title, description, time, color, optional linked lead).

Branches (Spaces)

Isolated pipelines inside one workspace: the default General plus custom branches with explicit member lists. Each branch has its own stages; members see only their branches, owners/admins see all. Campaigns and SDR searches choose a target branch at setup ("Send replies to"), and any lead can be moved between branches from its drawer.

Notifications

In-app and email alerts for: new lead, lead reassigned to you, @mention in a comment — with toggles per type and per channel in CRM settings. The new-lead email is rich: avatar, source chip, "Why this lead" (signal, hunter, the triggering post), the last messages, and buttons Open in CRM / LinkedIn profile.

Roles & privacy

Members see and edit their own leads; admins and owners see all. A member can be restricted from contact details — emails and phones are then masked in every CRM view.

CRM Integrations

Connect Vendo AI to your existing CRM in Settings → CRM Integrations.

Available now

Setup

1. Go to Settings → CRM Integrations.
2. Press Connect next to your CRM and authorize.
3. Leads from the external CRM appear in your pipeline with the source "CRM integration"; replies flow both ways.

Planner & Meetings

The Planner is a weekly calendar of everything the platform does in time. It is read-only — the controls live on campaign and SDR pages.

Four layers

• Meetings — Google Meet bookings as colored blocks.
• Campaign windows — one chip per campaign per day with the agent's micro-avatar and channel icons; 24/7 campaigns sit in the all-day lane.
• SDR processes — violet all-day chips ("N sourced · M sent").
• Custom events — your own reminders and follow-ups via Add event (title, description, time, color, optional lead link).

Layer toggles, an agent filter, Monday/Sunday week start, hover tooltips, and a click-through dialog with per-channel sent-today progress and an Open campaign button.

Meetings

• The agent joins Google Meet calls about a minute before the start (see Connections → Google Meet). In meetings it speaks only when addressed by name.
• Meeting invitations received by email (ICS) are parsed automatically with correct timezones.
• Meeting details — every meeting has a page with participants and a speaker-attributed transcript.

Analytics

/analytics has five tabs — Overview, Agents, Campaigns, Vendo SDR, Activity — with a global date-range picker (default: last 30 days).

Overview & Agents

Conversations, unique visitors (real distinct widget visitors) and the split by platform: Website Widget, Google Meet, Telegram, Presentation, Phone, WhatsApp, Website Button.

Campaigns tab

• Summary: campaigns, active, emails sent / opened / clicked / replied, contacts, open/click/reply rates (reply rate shown to one decimal; auto-replies, out-of-office and bounces are excluded from reply counts).
• Per-campaign performance list and daily activity.
• Funnels: email (contacts → sent → opened → clicked → replied → meetings) and LinkedIn (outreach → invites → connected → messages → replied).

Vendo SDR tab

• Email and LinkedIn summaries with rates and a daily activity chart.
• A per-search table and a deep funnel: found → enriched → with email / with LinkedIn → ICP fit → paid → contacted → invited → accepted → replied, with median days-to-accept and days-to-reply.
• Failure reasons, sources, signal types, roles and live hunter statuses.

Activity tab

Credit spending sessions — what was charged, when and for what (including per-contact SDR charges).

Billing & Credits

Vendo AI runs on credits: 1 credit = $0.01 (or 1p / 1 eurocent — prices are the same number in USD, EUR and GBP; the currency is chosen by your region and fixed after the first payment).

What things cost

Plans

The 7-day free trial is available on the Scale plan during onboarding: card required, no charge today, 3,000 credits during the trial; billing starts after 7 days. One trial per user.

Add-ons

• Extra Agent Slot — $20/month per slot (Starter and Scale).
• Extra SDR sender addresses — SDR includes 4 managed senders (~100 safe emails/day); more are sold in pairs at $20/month per pair.

The billing page

• Subscription card: plan, balance, next billing date, and buttons Update Payment / Cancel / Resume.
• Top-ups (subscribers): 100 to 1,000,000 credits, quick buttons 500 / 1,000 / 2,500 / 5,000 / 10,000; a credit always costs one cent.
• Invoices — filter by year/month, download PDFs; unpaid invoices are highlighted with Pay Now.
• Transactions — the complete history of every grant and charge.

All workspace members share the owner's balance and subscription; anyone can pay, credits always land on the owner's account.

Settings

/settings is organized in tabs:

• Notifications — toggles for Email Notifications, In-App Notifications, Meeting Reminders, Credit Alerts, Daily Analytics Report (the morning digest of yesterday's campaigns and SDR activity).
• Account Information — name, company, password change (the login email is fixed).
• LinkedIn — connect LinkedIn accounts for prospecting without creating any campaign. Each account card shows status (Active / Connecting / Reconnect needed / Error), where the account is used, and today's usage ("Prospecting today: N searches · M profile views · warm-up day X"). Buttons: Add account, Reconnect, Remove. New accounts warm up for ~14 days; connect 2–3 accounts for steady volume (team members can add their own); LinkedIn Premium is strongly recommended.
• Social Publishing — connect an Instagram Business/Creator account for content publishing.
• CRM Integrations — Kommo, HubSpot.
• Privacy & Cookies.
• API & MCP — see the API & MCP page of this help center.

Team & Permissions

Team management lives on the Profile page → Team Members.

Inviting people

1. Press Invite, enter the teammate's email.
2. They receive an invitation link; pending invitations are listed with a Cancel button.
3. All content — agents, audiences, campaigns, CRM — is shared within the workspace.

Roles and per-feature access

• Administrator — full access to everything. The Administrator checkbox is owner-only: only the workspace owner can grant or revoke it.
• Member — access is controlled per feature with checkboxes: Dashboard, Your AI agents, Sales Process, Vendo SDR, Audiences, CRM, Analytics, Billing, Settings. Unchecked features disappear from that member's sidebar.
• CRM: contact details — a separate sub-permission; when off, lead emails and phones are masked for that member in every CRM view.
• In the CRM, members see and edit their own leads; admins and the owner see all.

Billing is shared: everyone works on the owner's credit balance and subscription.

API & MCP

Everything you can do in the app is available programmatically: 174 REST endpoints and an MCP server with 149 tools, so AI assistants like Claude and ChatGPT can operate your account in plain language.

Creating a key

1. Go to Settings → API & MCP (an active subscription is required).
2. Press Create my key, name it. The key is shown once — copy it immediately.
3. Keys can be listed and revoked at any time; revocation is instant.

Using it

• REST — https://api.vendo-ai.com/v1, e.g. curl -H "Authorization: Bearer YOUR_KEY" https://api.vendo-ai.com/v1/billing/balance.
• MCP — add https://api.vendo-ai.com/mcp as a custom connector in Claude (Settings → Connectors) with your key as the Bearer token. Then just ask: "List my agents and show this week's discovered prospects."
• Test keys (vnd_test_) are read-only sandbox keys: reads and previews only — safe for experiments.

Safety by design

• Billing is read-only via API — a leaked key can never spend money.
• Destructive actions require an explicit preview → confirm pair.
• Keys are workspace-bound with granular scopes.

Full reference with examples: vendo-ai.com/api-mcp.

Mobile App

Vendo AI has a native iPhone app (currently distributed via TestFlight; Android is planned).

What you can do on mobile

• Chat with the AI Assistant (streaming responses, multiple conversations).
• View agents and pause / activate them.
• View campaigns (today's sent vs the daily limit) and pause / resume them.
• Check analytics funnels (email and LinkedIn), credit balance and transactions.
• Read notifications; switch dark/light theme.
• Sign in with email/password, Google or Apple.

Creating campaigns, editing agents and purchases remain desktop-only.

Contact Support

Support channels

• In-app tickets — the Support icon in the header opens /support. Press New Request, pick a category (General Question, Billing & Payments, Technical Issue, Bug Report, Feature Request, Account & Settings), write your message — then talk to the team in a chat-style thread per ticket. Replying to a resolved ticket reopens it.
• AI Assistant — instant answers to most product questions, right in the app.
• Email — support@vendo-ai.com.

Response expectations

Before contacting support

1. Check this Help Center — it describes every page and button of the product.
2. Ask the AI Assistant — it can also diagnose agents and campaigns for you.
3. For bug reports, note the agent/campaign name, error messages, and steps to reproduce.