Channel onboarding

Prepare WhatsApp and Messenger after checkout is verified.

This page gives property agents a safe post-subscription path for WhatsApp Business and Facebook Messenger setup. It does not connect a channel, ask for private access details, send buyer messages, or enable automation.

Start safe setup request Back to dashboard

Post-checkout channel path

A clear setup path without live automation claims.

After verified Advisor X access, SmartBiz can review the best first channel, collect safe business context, and explain what must happen before customer-facing messaging is ever enabled.

StartVerified Advisor X access
ReviewSafe public business context only
LaterSeparate approval before live messaging

Step 1

Verified checkout

Use this path only after Stripe Checkout has completed and SmartBiz Advisor X access is active. Public visitors can review the path, but setup review starts after verified access.

Step 2

Safe intake

Share only public business labels, public website/profile, preferred channel, and a fictional or sanitized buyer question.

Step 3

Provider authorization

WhatsApp Business or Facebook authorization stays separate and owner-controlled. Do not send passwords, QR screenshots, private settings, technical identifiers, or chat exports.

Step 4

Evidence before automation

Verified message receiving comes before any AI draft testing. Buyer message sending requires separate approval and production smoke.

Choose the right paid path

  • Advisor X self-serve: start the 7-day trial through the USD 49/month checkout path.
  • Managed Pro or Max: request assisted onboarding first before a higher-plan setup is confirmed.
  • Channel setup review starts after verified access, not before checkout.
Compare pricing Start Advisor X trial

Choose the first channel to prepare

  • WhatsApp first: best when your buyer conversations already happen in WhatsApp Business.
  • Messenger first: best when your Facebook Page is the main buyer entry point.
  • Both: use only if you can provide safe public labels for both channels.
WhatsApp readiness Messenger readiness

Current live-use boundary

  • WhatsApp connection: readiness only, not active.
  • Messenger connection: readiness only, not active.
  • Automated buyer replies: not active.
  • Buyer message sending: not active.

No customer-facing WhatsApp or Messenger automation is active from this page.

What to prepare before requesting setup

Allowed safe details

  • SmartBiz account email.
  • Public business or agency name.
  • Public website, Facebook Page, or public business profile URL.
  • Preferred first channel: WhatsApp, Messenger, or both.
  • Public channel display name.
  • Fictional or sanitized buyer question.

Never include

  • Passwords, login codes, QR code screenshots, cookies, or session values.
  • Private account settings, technical identifiers, or screenshots of configuration pages.
  • Chat exports, real customer conversations, or private customer data.
  • Instructions to auto-send messages before separate approval.
Open setup request Support rules

For paid onboarding

Use this path to reduce setup friction after checkout. It gives the customer a clear next step without pretending live automation is already connected.

For ads

Ads can point property agents to the value proposition and pricing, while this page explains the safe channel setup path after verified checkout.

For support

If a customer asks for live automation, private access details, deletion, billing, or platform troubleshooting, stop and route the issue through supervised support.