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Property Library

Build a clean property knowledge pack with listing facts, buyer angles, FAQs, photos, and floor plans before any channel setup moves forward.

Checking access

Paid dashboard actions require a verified SmartBiz session. WhatsApp and Messenger automation stay inactive until separately approved.

Support

First paid-agent support

Need help with your first property?

Use SmartBiz to prepare one buyer-safe property workspace, review draft-only replies, and decide whether the workflow is valuable enough to continue after the trial.

First property setup

Start with one owned property. SmartBiz support can explain the preparation steps, but never needs your password, card details, or customer chats.

Safe next action

Add safe property facts and approved media before reply review or setup review.

Never send

Do not send passwords, OTPs, card details, billing screenshots, tokens, cookies, channel account secrets, or customer chat exports.

Review onboarding path Open support Review setup safety

WhatsApp/Messenger are not connected here. AI live replies, outbound messages, provider setup, and workflow automation remain off until a separate supervised phase.

First ten minutes

Your first ten minutes with SmartBiz

Prepare one owned property, review one suggested reply, and confirm your channel setup readiness. Nothing is connected or sent automatically.

This is the same preparation path shown in the public SmartBiz Sales Guide. Progress here comes from your actual account and owned-property data.

0/7 ready Start with one property pack

1 Verify access

Completed only when SmartBiz confirms server-trusted entitlement.

2 Prepare one property

Select one owned property with safe facts, approved media, and knowledge.

3 Review one reply

Open one deterministic, owner-reviewed reply preview. Nothing sends.

4 Prepare channel setup

Confirm setup readiness. Authorization has not started.

Next: add one owned property.

Open first property guide Get safe setup help

Authorization not started. Provider not connected. Replies off. Nothing sent automatically. Live AI off. n8n off.

Guidance supports the agent’s judgment. It does not guarantee a reply, viewing, financing result, or sale.

Milestones and repair actions

Access verified

Paid dashboard access is active.

Add one property

Add one owned listing pack before preparing replies or channels.

Complete facts

Add location, price context, buyer angle, and FAQ/source notes.

Add media

Use only property photos or floor plans you are allowed to share.

Knowledge pack

Prepare positioning, nearby anchors, FAQ notes, and safe media.

Reply readiness

Review draft-only replies before any future channel setup.

Review queue

Channel preparation

Prepare a manual WhatsApp/Messenger setup request. No provider connects here.

Open setup review

First paid-value loop

Start with your first buyer case

Build a fictional first-case preview, review a Client Intelligence Report, then prepare a human-reviewed follow-up draft. Nothing is sent automatically.

Provider not connected Sending disabled Live AI off n8n off

Review allowance
Build fictional first-case preview
Review Client Intelligence Report
Prepare follow-up draft
Mark reviewed locally
Stop before sending

Session required

Report allowance

Plan: Trusted account required
Monthly report allowance: Unavailable
Reports used: Unavailable
Reports remaining: Unavailable

Allowance is based on trusted account entitlement. This preview does not send a message.

Preview mode - allowance not consumed

First buyer case preview

This preview uses fictional data and deterministic rules. Customer conversations are not opened, imported, or used.

Buyer intent Availability Price and fees Property features Financing question Source quality Review owner Response urgency

Client Intelligence Report preview

Not prepared. Build a fictional first-case preview first.

Follow-up draft for human review

Not prepared

Prepare a report preview before a draft is available.

Provider not connected
Sending disabled
Live AI off
n8n off
No message has been sent

Listing workspace

Prepare property knowledge for Advisor X

Keep listing facts, buyer questions, objections, nearby anchors, photos, and floor plans in one place. SmartBiz will use only verified account data for this workspace.

Preview AI Sales Brain

0 Active properties

Saved listing packs in this dashboard.

0 Media-ready

Listings with photos or floor plans available.

Off Live automation

Buyer message sending remains gated.

Reply Review Queue

Review buyer replies before channel setup

Use saved property facts, allowed media, and source notes to prepare owner-reviewed WhatsApp/Messenger reply drafts. Nothing sends from this queue.

0All 0Ready 0Needs fix 0Blocked OffSending

Search loaded properties

Showing all loaded properties.

Add one property pack to start reply review.

Reply drafts appear only after SmartBiz has safe listing facts, buyer context, FAQ notes, and allowed property media.

Draft-only queue. Human review required. Buyer message sending, AI live reply, and workflow automation remain inactive.

Advisor X Review Assistant Preview

Turn one ready listing into owner-reviewed reply options

Use this production-safe preview to see how SmartBiz will prepare buyer reply drafts from your saved property facts. Deterministic preview only: no live AI, no provider connection, no customer message, and owner review is required.

Deterministic preview Waiting for property No live AI · no send

Selected property Add one property first

SmartBiz needs an owned listing with safe facts, buyer context, FAQ notes, and allowed media before reply preparation becomes useful.

Buyer situation rehearsal Choose a common buyer concern

Safety contract Owner review before any reply

WhatsApp and Messenger remain disconnected. SmartBiz does not send this preview, does not contact any external channel service, and does not use raw buyer chats.

Preview draft direction Locked until source is ready

Complete one safe property pack to preview draft direction. Nothing is sent automatically.

Draft only · Owner review required · Provider not connected · Sending disabled · Nothing sent automatically

Draft only · Owner review required · Provider not connected · Sending disabled · Nothing sent automatically. No live AI reply, outbound message, provider action, workflow automation, customer-data import, or automatic WhatsApp/Messenger response is enabled here.

Channel Connection Center

Prepare WhatsApp and Messenger without live sending

Use your signed-in SmartBiz account to request manual channel review, attach owned listings, and track safe readiness status. This does not connect a channel, turn on automatic replies, or send buyer messages.

Channel status Not connected · Replies off

WhatsApp Manual review required

No automatic reply or buyer message is active.

Messenger Manual review required

No Facebook connection or page messaging is started here.

Selected listings 0

Only listings owned by this SmartBiz account can be submitted.

Property source ready

Choose one listing with facts, buyer angles, photos, and a floor plan before setup review.

Review packet saved

Share public business context and owner handoff rules. Private account details stay out.

Owner-assisted setup

SmartBiz prepares a supervised checklist for future WhatsApp or Messenger account setup.

Off

Automation locked

Buyer replies, outbound messaging, and workflow automation remain off until later approval.

Request setup review Business context, owned listing, and safety acknowledgement

Manual review request

Request assisted channel setup

Prepare safe public context in short steps. This does not connect a channel, start automatic replies, or send buyer messages.

Step 1 of 6

Choose channels

Choose the future setup path to prepare. Nothing connects or sends from this step.

Not connected · Replies off

Channel priority

This only prepares a future owner-assisted review path. It does not start WhatsApp, Messenger, AI reply, or buyer sending.

Support

Review setup readiness Connection gate, account checklist, and manual setup packet

Request status

Checking request status

SmartBiz will load channel status for this signed-in account only.

Setup readiness 0/5 ready

Needed Manual review request

Submit safe business context first.

Needed Owned listing context

Attach at least one saved property.

Needed Property media for replies

Add photos or a floor plan before ads.

Needed Buyer opt-in source

Clarify how buyers contact you.

Needed Human handoff rule

Choose who reviews replies before setup.

Owner review path Waiting

Submit safe business context, attach one owned listing, and add allowed property media before owner-assisted setup review is useful.

Safe setup request not submitted yet.
Owned listing context not attached yet.
Photos or floor plan not ready yet.

Next setup step is a supervised account setup checklist only. No live connection, buyer message sending, or automatic reply starts from this review path.

Channel connection readiness gate

Confirm the exact property, request, reply readiness, and owner-assisted handoff before any WhatsApp or Messenger setup can move forward.

Not connected

Start with one owned property. SmartBiz will show what is missing before a supervised setup review is useful.

Selected property No property selected

Add one owned listing with public facts and approved media.

Setup request Not submitted

Submitting a setup review never starts provider authorization.

Mapping Waiting

The selected property must match the setup request before review.

Open property Reply review Review Assistant Setup review

Property Waiting

Save an owned listing before channel setup review.

WhatsApp checklist

Prepare public business name and buyer opt-in source.

Messenger checklist

Prepare public Page label and owner review rule.

Not connected · Replies off · Nothing sent automatically · Owner-assisted setup required. No account login, authorization link, credential exchange, external channel call, live AI reply, outbound send, or workflow activation starts here.

Owner-assisted channel setup

SmartBiz checks subscription, property, reply review, and setup request readiness before any later owner-assisted WhatsApp or Messenger handoff.

Authorization not started

Authorization not started Provider not connected Replies off Nothing sent automatically

Subscription Not verified

Only server-trusted trial or subscription states can prepare setup review.

Property No property selected

One owned property must be ready with facts, media, and knowledge.

Future channel WhatsApp + Messenger

Replies are off. Nothing sends automatically.

Review owner-assisted setup request Support

Subscription and property readiness will appear after SmartBiz loads trusted account status.

Connection gate Waiting

Submit a safe setup request and attach one media-ready property before WhatsApp or Messenger can move toward supervised account setup.

WhatsApp Waiting for setup request

No business account setup, buyer reply, or message sending starts here.

Messenger Waiting for setup request

No page connection, buyer reply, or message sending starts here.

Use this gate to see whether the account is ready for a later supervised setup step. It is not a live connection button.

Account setup checklist Waiting

Prepare safe account facts before SmartBiz can guide a supervised WhatsApp or Messenger setup review.

WhatsApp Business Prepare account basics

Public business display name
Buyer opt-in source
Human review rule

Messenger Page Prepare Page basics

Public Page display name
Buyer opt-in source
Human review rule

Do not paste passwords, login codes, private account identifiers, chat exports, or buyer details into SmartBiz.

Supervised channel setup review

Prepare a premium handoff for SmartBiz support

Review your first property, future channel preference, missing setup details, and safe support handoff before any WhatsApp or Messenger connection exists.

Not connected. Replies off. Nothing sent automatically. Submitting a setup review does not authorize a provider.

Not connected

Prior Property launch preparation

Prepare property, facts, media, knowledge, and reply readiness before setup review.

Next Later owner-assisted provider step

Provider connection is not included here. SmartBiz support may guide a later owner-assisted step only after separate approval.

Next best action Start setup review

Add one owned listing, then submit safe channel setup details. Nothing connects or sends from this action.

Property No property selected

Add one owned listing with safe facts and media.

Future channel Choose channel

WhatsApp and Messenger stay unconnected.

Setup request Waiting

Submit or update safe public setup details.

Missing before review Waiting

Add one owned property before setup review.

Safety confirmation Required

No passwords, login codes, cookies, private account identifiers, card details, or private buyer data.
No provider login, channel connection, automatic reply, outbound message, or workflow automation starts here.

Safe support handoff preview Waiting

Submit a safe setup request and attach a prepared property to preview the review packet. Nothing is copied, connected, or sent from this preview.

Owner-assisted provider authorization checklist

Review the safe checklist for WhatsApp or Messenger readiness. Authorization has not started, providers are not connected, and buyer messaging remains off.

Authorization not started

Next action Review owner authorization checklist

Check request, property, media, opt-in, and handoff readiness before any later owner-assisted authorization.

Review owner authorization checklist

Owner authorization checklist View what must be ready before WhatsApp or Messenger authorization

Submit a safe channel setup request.
Attach at least one owned listing with allowed property media.
Confirm buyer opt-in source and human handoff rule.
Wait for separately approved owner-assisted provider authorization.

Future lane WhatsApp supervised setup

WhatsApp is prepared first after setup review.

Messenger Separate future path

Messenger remains inactive from this screen.

Automation Locked

Replies, sending, and workflow automation remain off.

Manual setup packet Waiting

Owner review handoff for a future WhatsApp/Messenger setup. It uses saved safe context only. No access credentials, private identifiers, raw chats, live channel credentials, or buyer messages are included.

Submit a manual review request and attach at least one owned listing to generate the setup packet.

Not active yet

Live channel connection
Facebook authorization or private page access details
Automatic replies or outbound sending
Future automation setup

Channel setup readiness

Prepare WhatsApp and Messenger safely

Use these readiness pages to understand the channel setup path. Public pages do not enable automated buyer replies or buyer message sending.

Paid subscriber path

Verified checkout first, owner-assisted channel setup second

SmartBiz Advisor X access must be active before setup review. The Channel Readiness Hub explains what is safe to prepare now and what remains gated before WhatsApp or Messenger can ever become customer-facing.

Review onboarding path Open Channel Readiness Hub Open channel onboarding

WhatsApp Business

WhatsApp setup is readiness-only

Message receiving is not active for customers.
Automated buyer replies are not active.
Buyer message sending is not active.

View WhatsApp readiness

Facebook Messenger

Messenger setup is readiness-only

Customer Page connection is not self-serve yet.
Automated buyer replies are not active.
Buyer message sending is not active.

View Messenger readiness

Assisted channel setup path

Prepare your WhatsApp and Messenger connection packet

SmartBiz channel setup is owner-assisted. Use the channel onboarding page to prepare safe business information, then request a manual setup review. Do not send passwords, private account settings, chat exports, payment details, or private customer data.

What to prepare

Business name and public website.
WhatsApp Business or Facebook Page display name.
Which channel you want first: WhatsApp, Messenger, or both.
One short example of the kind of buyer question you want SmartBiz to help with.
Confirmation that automated replies and buyer message sending must remain inactive until separately approved.

Setup gates before live use

Owner-assisted channel review.
Channel authorization handled only through approved flows.
Verified message receiving before any AI draft.
Separate approval before buyer message sending.
No customer-facing automation until production smoke passes.

Open channel onboarding Request assisted setup Read support rules

What happens after a setup request

Possible setup status states

This is a status expectation guide, not a live status dashboard. It does not mean a real setup request has been submitted, processed, approved, or connected.

Submitted

Your setup details were received for manual review. No WhatsApp or Messenger channel is connected from this state.

Owner review

SmartBiz/Jerry reviews safe setup details before any next step. Automated buyer replies and buyer message sending remain inactive.

Needs more information

You may be asked to clarify safe business context, not private account details, full phone numbers, or private customer data.

Rejected: sensitive data

Requests containing card/payment details, private account details, full chat exports, phone numbers, or private customer data cannot be processed.

Support handoff

Privacy, deletion, payment, or sensitive-data issues move to support/manual handling without live channel setup.

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 WhatsApp/Messenger, enables live automation, or sends buyer messages.