This article introduces the Guided Review Setup Wizard in the Reputation Management Overview. This built-in onboarding tool is designed to help new sub-accounts efficiently complete the core setup steps for review collection and management. By providing clear, guided instructions, the wizard ensures that users can successfully activate key features such as Google or Facebook review integration, review link configuration, AI-driven responses, and more.
TABLE OF CONTENTS
- What is the Guided Review Setup Wizard?
- How To Use the Guided Review Setup Wizard
- Frequently Asked Questions
What is the Guided Review Setup Wizard?
The Guided Review Setup Wizard is a step-by-step onboarding assistant available exclusively within newly created sub-accounts on the Reputation Management Overview page. It appears only when initial review setup has not been completed and disappears once all setup tasks are finished.
The wizard simplifies the setup experience by guiding users through six essential actions, each designed to prepare the account for active review management and response automation.
Key Benefits of the Guided Review Setup Wizard
The wizard helps eliminate the complexity often associated with initial configuration, ensuring users start collecting and managing reviews without delay.
Provides a clear, structured onboarding process
Automatically hides upon full setup completion, minimizing dashboard clutter
Encourages early activation of Reviews AI and other advanced features
Helps new users send their first review request quickly
Increases adoption of widgets and integrations that enhance review visibility
Reduces support dependency during onboarding
How To Use the Guided Review Setup Wizard
The wizard automatically appears on the Reputation Management Overview screen for newly created sub-accounts that have not yet configured reviews. It includes six guided steps that walk users through the full setup journey. Once all steps are complete, the wizard disappears and will not reappear.
Step 1 – Connect GBP or Facebook Pages
Connecting your Google Business Profile or Facebook Page is the first step toward collecting reviews from these platforms. This connection enables review data to be pulled directly into the system.
Click on "Connect Review Platforms" within the wizard
You will be redirected to the Integrations page
Select either Google or Facebook and follow the connection prompts
Step 2 – Setup Review Link
A custom review link allows you to request feedback from customers directly. This step ensures that the link is active and ready for use in messages or widgets.
The wizard redirects to Settings → Review Link
Customize or confirm your default review link
Copy this link for use in review request workflows
Step 3 – Send First Review Request
This step encourages users to begin engaging with customers by sending an initial review request.
The wizard navigates to the Review Requests page
Choose a contact or enter recipient information manually
Send the review request via SMS or email
Step 4 – Configure Reviews AI
Enabling Reviews AI allows the system to generate and publish automated responses to customer reviews, improving responsiveness and consistency.
The wizard guides you to Settings → Reviews AI
Toggle the AI response feature to “On”
Select the desired tone and response behavior
Step 5 – Create Review Widget
Review widgets display your positive reviews on your website to build trust with potential customers.
The wizard takes you to the Widgets tab
Choose from available widget styles (carousel, grid, list)
Copy and embed the widget code into your website's HTML
Step 6 – Connect More Review Platforms
After setting up your initial source, the wizard encourages users to explore additional platforms to maximize review collection opportunities.
You will be directed back to the Integrations page
Connect other available platforms such as Yelp or TripAdvisor, if applicable
Frequently Asked Questions
Q: Why don’t I see the Review Setup Wizard in my account?
The wizard only appears for newly created sub-accounts. If your account is older or already has reviews configured, the wizard will not be shown.
Q: Can I reopen the wizard after it disappears?
No. Once all setup steps are completed, the wizard will automatically disappear and cannot be reopened. You can still access all setup areas manually.
Q: Is it necessary to enable Reviews AI?
No. Reviews AI is optional, but enabling it can streamline review response management by automating replies based on your preferences.
Q: Will existing reviews or data be affected by the wizard?
No. The wizard only guides you through setup and does not modify any existing reviews or data.
Q: What platforms can I connect for review collection?
Google Business Profile and Facebook are currently supported, with additional platforms available depending on region and account type.
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