Skip to content

Automated Provisioning

Automated Provisioning creates a fully functional store automatically when a customer purchases a plan — no manual setup required.


What gets created

When a customer completes a checkout, the system automatically:

  1. Creates a new Store in the platform
  2. Purchases a phone number in the requested area code
  3. Assigns an SMS Plan to the store
  4. Creates a user account with admin role
  5. Sends a welcome email with login credentials

The customer can log in and start sending SMS within minutes of paying — no manual intervention needed.


Requirements

  • Payment and billing services must be configured in Admin Panel
  • Email delivery must be configured (for the welcome email)

Provisioning log

Go to Admin Panel → Provisioning Log to monitor all provisioning jobs:

Column Description
Store Name Name of the created store
Email Owner email
Status completed, failed, or pending
Phone Number Phone number that was purchased
Plan SMS plan assigned
Error Error message if status is failed
Created Date and time of the provisioning attempt

Retrying a failed job

If a job fails (e.g. no phone number available in the requested area code), click Retry on the failed row. The system will attempt provisioning again from the beginning.


Manual test provisioning

Admins can trigger a provisioning job manually without going through checkout:

  1. Go to Admin Panel → Provisioning Log
  2. Click Test Provisioning
  3. Fill in the store name, email, SMS plan, and area code
  4. Click Run

This is useful for verifying the flow before going live.