Channel onboarding

Prepare WhatsApp and Messenger after checkout is verified.

This command center gives property agents a safe post-subscription path for WhatsApp Business and Facebook Messenger setup. It does not connect a provider, start Meta Login, create webhooks, call live APIs, send messages, or enable automation.

Start safe setup request Back to dashboard

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 Meta authorization stays separate and owner-controlled. Do not send credentials, tokens, QR codes, IDs, cookies, raw logs, or chat exports.

Step 4

Evidence before automation

Inbound-only evidence comes before any AI draft testing. Outbound messaging and n8n automation require separate approval and production smoke.

Choose the right paid path

  • Advisor X self-serve: start the 7-day trial through the $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: Not active / readiness only
  • Messenger connection: Not active / readiness only
  • AI reply: OFF
  • Outbound messaging: OFF
  • n8n automation: OFF

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, OTP, 2FA, QR code screenshots, cookies, or session values.
  • API tokens, webhook signing secrets, provider credentials, Page IDs, PSIDs, sender IDs, or phone number IDs.
  • Raw logs, raw request/response details, chat exports, message bodies, or private customer data.
  • Instructions to enable AI reply, outbound messaging, or n8n automation.
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, credentials, deletion, billing, or provider troubleshooting, stop and route the issue through supervised support.