Channel readiness

Channel Readiness Hub

Use this hub to understand the safe post-subscription path for WhatsApp Business and Facebook Messenger. These pages are readiness-only; they do not connect channels, send buyer messages, or turn automation on.

How setup works

Channel setup is assisted after verified checkout.

SmartBiz lets agents review the channel path before paying. After verified Advisor X access, the agent can request a guided setup review using safe public business details only.

Your public launch plan is not saved. After sign-in, SmartBiz uses your actual account and property data to show progress. The handoff is semantic and navigational, not a transfer of visitor answers. Provider connection is a later owner-assisted step. It is not part of these seven preparation milestones.

1. Verify accessAdvisor X starts only after Stripe Checkout is completed and verified.
2. Choose channelPick WhatsApp Business, Messenger, or both for assisted review.
3. Human reviewSmartBiz reviews safe business context before any live channel work.
Request setup review Owner-assisted Meta preparation Review pricing

Paid path

After verified checkout

SmartBiz Advisor X access starts only after Stripe Checkout is completed and verified. Channel setup review comes after verified access, and it remains owner-assisted rather than automatic self-serve live automation.

Review pricing Start Advisor X trial

WhatsApp Business

WhatsApp readiness

  • WhatsApp setup is in readiness/planning mode, not live.
  • No automated buyer replies are active.
  • No buyer message sending is active.
  • Assisted setup review is required before live use.
View WhatsApp readiness

Facebook Messenger

Messenger readiness

  • Messenger setup is in readiness/preview mode, not live.
  • Customer Page connection is not self-serve yet.
  • No automated buyer replies are active.
  • No buyer message sending is active.
View Messenger readiness

What public users cannot do here

Public users cannot connect a channel from these pages. SmartBiz will not accept private connection details, technical identifiers, chat exports, or private customer conversations as setup proof.

Do not send card numbers, payment details, bank details, passwords, login codes, private account access details, screenshots of private settings, or customer chat exports through chat, email, WhatsApp, Messenger, or support forms.

What later setup requires

Channel setup requires later owner-approved account work, a verified receiving test, and separate approval before automated reply drafting, buyer message sending, or any customer-facing automation can be enabled.

Review launch path Review owner-assisted Meta preparation Open channel onboarding Request setup review

Setup request expectations

Possible setup status states

These are expectation states for a future paid-agent setup request, not a live customer status dashboard.

  • Submitted: setup details were received for manual review; no provider was connected.
  • Owner review: SmartBiz/Jerry reviews safe setup details before any next step.
  • Needs more information: the user may clarify safe business context, not secrets or private customer data.
  • Rejected: sensitive data: card/payment details, private account access 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.
  • Blocked: live channel setup, automated replies, and buyer message sending stay blocked until separately approved.

The setup request path is manual review only. It does not connect channels, enable live automation, or send buyer messages.

Support

Ask for help without sending private login details, payment details, technical identifiers, or private customer data.

Onboarding path

Review the full path from public pages to verified checkout and assisted channel setup.

Privacy

Review how SmartBiz handles website, account, and future connected-channel data.

Terms

Review service boundaries, platform rules, and no-guaranteed-outcome terms.

Data deletion

Request deletion without sending full chat exports, private account access details, or private customer data.