Who This Is For / When to Use
New accounts setting up reputation management for the first time
Users who want a guided, step-by-step setup
Teams enabling Google and Facebook reviews
Businesses launching AI-assisted review responses and widgets
What the Review Setup Wizard Does
The Review Setup Wizard provides a guided setup flow that ensures all core reputation tools are configured correctly.
It helps you:
Connect review platforms
Create a review request link
Send your first review request
Configure AI-generated responses
Build and publish a review widget
Once all required steps are completed, the wizard automatically disappears.
Where to Find the Review Setup Wizard
Open Reputation from the left-side menu.
Select the Overview tab.
The wizard appears at the top until setup is complete.
Step 1: Connect Review Platforms
Connect your primary review sources to begin collecting reviews.
Supported platforms:
Google Business Profile (GBP)
Facebook Pages
What happens:
You are redirected to the Integrations page
Follow the prompts to complete the connection
Completion progress updates automatically in the wizard
This step is required to collect reviews from connected platforms.
Step 2: Set Up Your Review Link
The review link is the URL you share with customers to request reviews.
What this step does:
Redirects you to Settings > Review Link
Allows you to configure the destination for review requests
Ensures customers are sent to the correct platform
Once saved, the wizard marks this step as complete.
Step 3: Send Your First Review Request
This step helps you begin collecting reviews immediately.
What happens:
You are redirected to the Review Request page
You can send a review request to a contact
This confirms your review flow is active
This step is optional for completion but recommended.
Step 4: Configure Reviews AI
Reviews AI helps automate responses to customer reviews.
This step allows you to:
Enable AI-generated review responses
Create Review Agents with custom tone and style
Configure automatic reply behavior
You are redirected to Settings > Reviews AI to complete setup.
Step 5: Create Your Review Widget
The review widget lets you display reviews on your website.
What this step includes:
Redirect to the Widgets tab
Customize design and layout
Prepare the widget for website embedding
This helps showcase customer feedback publicly.
What Happens After Completion
Once all required steps are completed:
The Review Setup Wizard automatically disappears
Your reputation management setup is fully active
All features remain accessible through standard navigation
The wizard does not reappear unless reset by the system.
Setup Best Practices
Connect Google and Facebook early to maximize review volume
Personalize review request messages for higher engagement
Enable Reviews AI for timely responses
Publish the review widget to build trust and visibility
FAQ
How does the Review Setup Wizard help me?
It provides a guided process to connect platforms, configure review links, enable AI responses, and launch review collection without manual setup.
What happens after I finish the wizard?
The wizard disappears automatically, and your review collection and response system remains fully active.
Can I collect reviews beyond Google and Facebook?
Yes. After completing the wizard, you can connect additional platforms from Integrations.
How do I configure AI-generated review responses?
Go to Settings > Reviews AI to enable AI responses and create Review Agents with custom tone and behavior.
Can I customize the review widget?
Yes. The review widget is fully customizable from the Widgets section.
How can I ensure timely replies to reviews?
Enable Reviews AI to generate automatic response suggestions, which you can review and publish quickly.
Does the Review Setup Wizard stay visible permanently?
No. It automatically disappears once all core setup steps are completed to keep the interface uncluttered.