1. Verify checkout
Start from an active SmartBiz trial or subscription. Trial access and setup review only proceed after Stripe Checkout is completed and verified.
Assisted Channel Setup
Request WhatsApp or Messenger setup review
Use this owner-assisted request path after starting a SmartBiz trial or subscription. It prepares support for a safe WhatsApp Business or Facebook Messenger setup review without enabling live automation.
What this request does
- Collects only safe public business context through your email app.
- Helps SmartBiz review whether WhatsApp, Messenger, or both should be prepared first.
- Keeps AI reply, outbound messaging, and n8n automation OFF until separate approval.
- Gives subscribed or trial users a clear next step after checkout is verified.
What this request does not do
- Does not connect WhatsApp or Messenger.
- Does not create webhooks or provider credentials.
- Does not call WhatsApp, Meta Graph, OpenAI, or n8n APIs.
- Does not send any buyer or customer message.
Before you request setup
Prepare the safe business details first.
Use this checklist so SmartBiz can review your channel without asking for sensitive credentials or private customer conversations.
2. Choose first channel
Tell us whether you want WhatsApp Business, Facebook Messenger, or both reviewed first.
3. Use public labels
Share only your public business name, public website or profile, and public channel display name.
4. Keep examples safe
Use a fictional buyer question or a sanitized example. Do not include real customer identity, message bodies, IDs, logs, or tokens.
Prepare a safe channel setup packet
Fill this out after your trial or subscription is active. Signed-in active users can record a safe setup request for owner review. If your signed-in session is not available, the button prepares a safe email request on your device instead. It never creates a provider connection or calls a live channel API.
AI reply, outbound messaging, and n8n automation remain OFF until separately approved.
Signed-in active users can submit a safe setup request. Otherwise, review and send the prepared email yourself.
Server-side setup ticket intake is fail-closed unless SmartBiz verifies a trusted account session and active access.
Do not send passwords, OTP or 2FA codes, QR code screenshots, API tokens, webhook signing secrets, cookies, raw logs, message bodies, sender IDs, PSIDs, phone number IDs, Page IDs, chat exports, or private customer data.
Need the full post-checkout setup path first? Open the channel onboarding command center.
After setup request
Possible setup status states
This guide explains what may happen after a future setup request. It is not a live status dashboard and does not mean a request has been submitted, approved, connected, or processed.
Submitted
Your setup details were received for manual review. This does not connect WhatsApp or Messenger.
Owner review
SmartBiz/Jerry reviews safe setup details before any next step.
Needs more information
You may be asked to clarify safe business context only. Do not send secrets or private customer data.
Rejected: sensitive data
Requests containing card/payment details, passwords, tokens, OTPs, session IDs, raw logs, Page IDs, PSIDs, full chat exports, full phone numbers, or private customer data cannot be processed.
Support handoff
Privacy, deletion, payment, or sensitive-data issues move to support/manual handling.
Blocked
Live provider setup, live sends, AI reply, outbound messaging, and n8n automation remain blocked until separately approved.
Trusted server intake and email fallback are both manual intake paths. Neither path connects providers, enables live automation, enables AI live reply, enables outbound messaging, or enables n8n.
Safe details to include
- SmartBiz account email used for the paid trial or subscription.
- Public business or agency name.
- Public channel display name, such as a WhatsApp Business name or Facebook Page name.
- Which channel should be reviewed first.
- Manual review preference before any reply can be sent.
- A fictional or sanitized buyer question for setup planning.
Never include
- Passwords, OTPs, 2FA codes, cookies, tokens, webhook secrets, or QR code screenshots.
- Page IDs, PSIDs, sender IDs, phone number IDs, raw logs, request headers, or response headers.
- Full chat exports, real customer message bodies, private customer data, or payment details.
- Any instruction asking SmartBiz to auto-send messages before separate approval.
Live-use gates
SmartBiz only moves toward live channel use through staged owner-approved gates: channel setup review, approved provider authorization, signed inbound verification, inbound-only evidence, AI draft testing, outbound sandbox testing, separate outbound approval, and production smoke.
No customer-facing WhatsApp or Messenger automation is active from this page.
After you send the request
SmartBiz reviews the safe business context and replies with the next owner-assisted setup step. Do not send login credentials or private customer conversations while waiting.
Provider authorization stays separate
WhatsApp Business or Meta authorization must happen through an approved owner-controlled flow later. This email request is only an intake step.
Automation approval is separate
Inbound evidence, AI draft behavior, outbound replies, and n8n automation each require separate review and approval before customer-facing use.