Product reviews

Customers → Reviews. Switch collecting on, then put the merge tag {{review_url}} into an email — the after-an-order automation is the natural place, a few days after it arrives. Every customer gets their own signed link; nothing is stored until somebody actually writes something, so a hundred thousand review emails cost nothing and an unclicked link leaves no trace. A link that came with an order marks the review “verified buyer”, which is the only claim about authenticity worth making.

Moderation, kept light: pick a rating to publish automatically from (four and up is the usual setting) and anything below it waits for you. You can publish, hide or delete any review, and reply to it publicly — answering a three-star review well sells more than a hundred five-star ones. doTask never edits a review.

Where they show: a public page at the same key as your chat page and portal (the link is on the Reviews page), and the same data as JSON at /api/reviews/<key> if you would rather put them inside your own site — with ?product= to narrow it to one thing. Only published reviews ever leave the dashboard, and an email address never does.

And in the chat: tick “let the AI Agent read published reviews” and it can answer “is this any good?” with what customers actually wrote, rating and all, instead of a sales line. It is told to quote rather than summarize into a claim nobody made.

1. Customers → Reviews → switch collecting on, set the auto-publish rating.
2. Add a button to your after-an-order email with {{review_url}} as the link.
3. Read the ones waiting; publish, hide or reply.
4. Link the public page from your site, or pull the JSON into it.

Google reviews after a visit

For a salon, a clinic or any business people visit, the review that matters most is often the one on Google. Customers → Reviews has a field for your Google review link: in your Google Business Profile (search your business name on Google while signed in, or open business.google.com) choose Ask for reviews and copy the link — it starts with https://g.page/ or https://search.google.com/. Only a Google link is accepted, so the button can never point anywhere else. Then {{google_review_url}} works in any email; in the designer, a button’s Link has a Google review choice that fills it in.

The automation “Ask for a Google review after a visit” does the asking. Every sale completed at Checkout for a known customer, and every booking marked completed, is recorded as a visit (visit.completed) — once per visit, so a booking rung up at Checkout and then marked completed counts once. Three hours later the customer gets one short email: a heading, a line of thanks, a big Leave a Google review button, and, when collecting reviews is switched on, a small link to write to you privately instead. A tag, google-review-asked, keeps it to once per customer, because Google takes one review per person. It sends only to customers with an email address who have not opted out, like every automation.

Ask everyone the same way. Google does not allow asking only the customers you expect to be happy, or steering unhappy ones away from Google; the automation sends the same email to every visit, and the private link sits beside the Google button, not in front of it. WhatsApp is not used for this: a WhatsApp message outside a conversation needs a template Meta has approved and the customer’s opt-in, so the ask goes by email.

1. Customers → Reviews → paste your Google review link → Save. Test the link opens your review form.
2. Set up the automation (the button beside the link, or Customers → Automations → Ask for a Google review after a visit). Change the words if you like; Send me a test from the email step.
3. Switch it on. Visits from that moment are asked three hours later.