Getting started

Connect a WP Engine site and forward your first request.

SquareJuice is managed AI agents for the websites your agency runs for its clients. Your agency gets its own agent. It takes requests by email, works on a staging copy of the site, proves what it did with before-and-after evidence, and publishes only when your named approver says so.

Setup is three things: one WP Engine invite, one email address, one forwarded request. Most agencies finish it on the setup call.

Before you start

Have these ready:

• The WP Engine account that hosts the sites, and a person who is an Owner on that account.
• The two or three sites to start with: the live URL and the WP Engine install name of each.
• The people at your agency who should receive previews and approve changes: a name and an email address for each.
• For each site, the domain your client writes from (for example @clientname.com). Requests are accepted from the addresses you name, and from your own people.

1. Connect your WP Engine account

SquareJuice signs in to WP Engine as a user you add. Nothing is installed on any site: no plugin, no WordPress admin user, and no password of yours is ever stored.

1. In the WP Engine User Portal, open Users, choose Add user, enter the SquareJuice identity's email (we give it to you at setup), and choose the Full role. A Partial user cannot create the staging environment each site needs.
2. Under Account settings, turn on API access. This lets SquareJuice create and refresh a staging copy for each site. It does not give access to billing or to other accounts.
3. Tell SquareJuice which sites to connect: the live URL, the WP Engine install name, and the client domain that sends each site's requests.

SquareJuice does the rest. Your first preview arrives soon after: the small child theme it installs on each staging copy, for your approval. It is also your first look at how approval works.

You can remove the SquareJuice user from your account at any time, which ends access at once. See Your data and access.

2. Your SquareJuice address

Your agency gets its own address, in the form youragency@ our mail domain. Every request goes to that address and nowhere else.

Two ways to use it:

• Forward by hand. When a client emails a request, forward it.
• Forward automatically. Set a forwarding rule on your own support address so client requests reach SquareJuice without a step. If you set this up in Google Workspace, the confirmation reaches your inbox within a minute.

Requests are matched to a site by the sender's domain and by the words of the email. A request from an address SquareJuice does not know is held and you are told, so nobody outside your roster can put work in your queue.

3. Forward your first request

Forward one real client email, for example a change to the opening hours on the contact page.

Within minutes you get one of these back:

• Approval needed: Preview ready. The change has been made on the staging copy and checked. The email shows before-and-after screenshots and two links: Approve and publish and Request changes. Nothing is live until an approver uses the first link or approves from the dashboard.
• Approval needed: Go ahead? For some kinds of change (plugin, theme and WordPress updates, product text on a store), the agent asks before it starts work. Approving prepares the change on staging; a preview follows.
• Needs a person. The request is one the agent never does on its own (payments, user roles, DNS and the rest of the list in What the agent does). The note says what it was and what to ask your client.
• Answered. The request was a question, not a change. The answer comes back and nothing on the site is touched.

After you approve, the change goes live, the live page is checked again, and you get a receipt with the proof. How a request runs walks through each step.

4. Sign in to the dashboard

Open the dashboard and enter your email address. We email you a link; there is no password. The link works once and for fifteen minutes. From the dashboard you see the queue of previews waiting, every request, your sites, receipts, usage, billing, the policy that sets what the agent may do, and your people.

Your client never hears from SquareJuice. Previews, receipts and notices go to your agency's people only.