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 assisted request path after starting a SmartBiz trial or subscription. It helps SmartBiz review your WhatsApp Business or Facebook Messenger setup needs without enabling live automation.
Setup review
Prepare the business context. Keep private details out.
SmartBiz only needs safe public business information at this stage. The request creates a human review path; it does not connect a channel or send buyer messages.
Safe to shareBusiness name, public website, preferred channel, and sanitized example question.
Do not sharePasswords, payment details, private settings, or real customer conversations.
Next stepSmartBiz reviews and replies with the assisted setup path.
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 automated replies and buyer message sending inactive 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 ask for private account access details.
- Does not contact WhatsApp, Messenger, or any live messaging service.
- 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, private conversations, private account details, or payment information.
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 channel connection or contacts a live messaging service.
Automated replies and buyer message sending remain inactive until separately approved.
Signed-in active users can submit a safe setup request. Otherwise, review and send the prepared email yourself.
Setup ticket intake only proceeds when SmartBiz can verify an active account session.
After a safe request is recorded, check your dashboard or account for setup expectations. Email fallback remains manual intake only and may require support follow-up.
Do not send passwords, login codes, QR screenshots, payment details, private account settings, full chat exports, or private customer data.
Need the full post-checkout setup path first? Open the channel onboarding guide.
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, login codes, private account details, 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 channel setup, automated replies, and buyer message sending remain blocked until separately approved.
Trusted account intake and email fallback are both manual review paths. Neither path connects channels, enables live automation, or sends buyer messages.
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, login codes, cookies, private settings, or QR code screenshots.
- Technical identifiers, request details, or screenshots of account configuration pages.
- Full chat exports, real customer conversations, 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: setup review, approved account authorization, verified message receiving, human-reviewed reply drafting, controlled sending tests, 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
Message receiving, AI draft behavior, and buyer message sending each require separate review and approval before customer-facing use.