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Interview Action Items

Action items that emerge during founder interviews but are NOT part of the acceptance spec itself. These must be implemented — do not lose them.

From Starter Voice Interview (2026-03-28)​

1. Product Knowledge FAQ: Why no trial/annual for voice?​

Type: product_knowledge INSERT Category: billing Question: "Why don't you offer a free trial for voice plans? Why don't you offer a yearly discount?" Answer: "While we would love to offer those things as we do with our chatbot agents, there is a level of complexity and cost with our voice lines and voice agents that prevents us from offering these. We hope you can appreciate that we have tried to keep the costs as low as possible so that all churches can take advantage of our very skilled and trained voice agents especially designed for churches by pastors and staff who are Christians and part of the church." Priority: 8 Keywords: trial, annual, yearly, discount, voice, pricing, cost

3. Cancelled Interview Must Cover Voice-Specific Scenarios​

Type: Interview template update Details: When we get to the Cancelled and Trial Expired interviews, ensure they cover voice-specific questions: What happens to the voice agent when subscription ends? Does it stop answering calls immediately or at end of billing period? What do callers hear? Failed payment grace period for voice? These were deferred from the Starter Voice interview (Q19-Q20) to avoid duplication. Priority: N/A — reminder for future interview

4. Onboarding Form: "Who is your phone provider?" field​

Type: Onboarding form addition Details: Add optional field to voice plan onboarding: "Who is your phone provider?" (dropdown of top carriers + "Other" with text input). Used to include carrier-specific call forwarding instructions in the "Your line is live!" email. Auto-filled from PewSearch data if available. Priority: 7 (needed for voice launch)

4. Carrier-Specific Forwarding Instructions in "Line is Live" Email​

Type: Email content + knowledge base Details: Build a library of call forwarding instructions for top 10-15 church phone carriers (AT&T, Verizon, Spectrum, etc.). Include the matching instructions in the personalized "Your line is live!" email based on what the pastor selected during onboarding. Priority: 7 (needed for voice launch)

5. Soft Delete for Call Logs (and all request types)​

Type: Feature design + DB schema Details: Pastors can "hide" any call log, prayer request, visitor contact, or callback from their dashboard UI. Record is NOT deleted — it's flagged in the DB (e.g., soft_deleted = true or hidden = true). Covers two use cases: (1) cleaning up test calls, (2) hiding sensitive records while preserving them for legal/pastoral accountability. UI shows a button/link to hide. Possibly a "Show hidden records" toggle for admins who need to see everything. Applies to: All tiers, both voice and chat Priority: 7 (needed before launch — pastors will make test calls)

4. BACKLOG: Care tab for voice-only customers (outbound calling)​

Type: Future feature Details: Care tab is hidden for voice-only plans today. When outbound voice is built (voice agents calling opted-in congregants), Care tab should appear for voice customers too. This changes the tab count from 6 to 7. Priority: Backlog — not for current release

7. ITW: Gate Favorites/Collections to Premium​

Type: Code fix Details: ITW pricing page lists Favorites and Collections as Premium features, but code doesn't gate them — free users can access. Add tier check to gate these to Premium subscribers only. Priority: 7 (pre-launch — pricing page accuracy principle)

8. PewSearch: Overlapping Subscription Reconciliation​

Type: Billing logic Details: When a church with PewSearch Premium ($4.95/mo) signs up for CWA Pro (which includes free Premium Listing), cancel the separate PewSearch Premium billing at end of current billing period. CWA Pro absorbs it. No double-billing. Implementation: Stripe webhook on CWA Pro checkout detects existing PewSearch Premium subscription, schedules cancellation at period end. Priority: 7 (needed before CWA Pro launch to avoid double-billing)

9. SermonWise: Remove "Sermon Series Planning" from Pricing Page + Backlog Build​

Type: Pricing page fix + backlog feature Details: "Sermon series planning" is listed as a Pro feature on the SermonWise pricing page but is NOT built. Violates the "every pricing card claim must be actually built" principle. Remove from pricing page NOW. Add to feature backlog to build later. Priority: 8 (pricing page fix immediate, feature build is backlog)

10. Fix Stewardship Agent channel config to chat-only​

Type: Code fix Details: agent-type-config.ts marks Stewardship as channels: ['chat', 'voice'] but there's no Stewardship voice agent class — Coordinator handles giving/stewardship for voice. Change to channels: ['chat'] (same as Discipleship) so the voice picker doesn't show on Stewardship's agent card for Bundle customers. Discipleship is already correctly ['chat'] only. Priority: 6 (UI correctness — voice picker shows but does nothing)

10. Voice Agent: Subscription Status Check​

Type: Code fix (CRITICAL) Details: Voice agent's load_church_data() does NOT check subscription status. A cancelled church's voice agent keeps answering calls indefinitely until someone manually deactivates the church_voice_agents row. Need to add subscription status check so cancelled/expired churches stop getting calls answered. Priority: 9 (pre-launch critical — billing integrity)

2. Voice Welcome Email: Two-email provisioning flow​

Type: Email system design Details:

  • Email 1 (immediate post-checkout): "Step 1 is on us — provisioning your line within 1 business day." Steps 2-4 are things the customer can do while waiting (church profile, denomination, voice agent personality, notifications). Includes dashboard magic link.
  • Email 2 (after QA, within 1 business day): Personalized — checks what customer has completed, celebrates progress ("Great job setting up X!"), nudges remaining items, includes actual phone number and forwarding instructions.