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Starter Both — Founder Interview Answers

Status: COMPLETE — Q1-Q12 answered by founder. Q13-Q19 completed by agent team based on established patterns. Date: 2026-03-28 Interviewer: Claude (Opus 4.6)

Section A: Onboarding & First Email​

Q1: Welcome Email Emphasis​

Decision: Chatbot-first emphasis. The chatbot is live immediately; the voice line takes up to 1 business day for provisioning + QA. Welcome email says something like: "Your chatbot is live! While we get your voice line ready, here's what to do..."

Same two-email provisioning flow as Starter Voice:

  • Email 1 (immediate): Chatbot is live now, voice line provisioning in progress, here are steps to get ready
  • Email 2 (after voice QA): Personalized, celebrates progress, includes phone number + forwarding instructions

Q2: Welcome Email Steps​

Decision: Combined step list covering both products:

  1. (On us) Getting your phone line and voice agent ready
  2. Complete your church profile (service times, staff, ministries)
  3. Set your denomination/theological tradition
  4. Customize your agents' personalities
  5. Share your chat page
  6. (After line is live) Forward your church phone + make a test call

Q3: Onboarding Flow​

Decision: Single onboarding flow. One purchase, one onboarding form, one dashboard. Same form as chat-only but the system provisions both chatbot and voice agent from the same submission. Church knowledge entered once feeds both agents.

Section B: Dashboard — Tab Visibility​

Q4: Tab List​

Decision: 7 tabs:

  1. Overview
  2. Calls
  3. Requests
  4. Care
  5. Training
  6. Settings
  7. Upgrade

Hidden: Website (no PewSearch bonus at Starter), Social (separate product)

Q5: Tab Ordering​

Decision: Order as listed in Q4. Calls before Requests. Single Training tab (not split into Chat/Voice training).

Section C: Overview Tab​

Q6: Stats Layout​

Decision: One row of mixed stat cards with combined totals where applicable (e.g., prayer requests from both voice and chat merged into one number).

Q7: Stat Cards​

Decision: 5 stat cards:

  1. Total calls this month
  2. Total chat conversations this month
  3. Prayer requests (combined, both channels)
  4. Visitor contacts (combined)
  5. Callback requests (combined)

Average call duration and active care members live in their respective tabs (Calls tab and Care tab), not on Overview. Keep Overview clean.

Q8: Getting Started Checklist​

Decision: 6-step checklist mirroring the welcome email steps. Auto-dismisses after 7 days or all steps complete (same pattern as all tiers).

  1. (On us) Getting your phone line ready
  2. Complete your church profile
  3. Set your denomination
  4. Customize your agents' personalities
  5. Share your chat page
  6. (After line is live) Forward your church phone + test call

Section D: Training Tab​

Q9: Training Structure​

Decision: One set of Training sub-tabs. Both agents share the same church knowledge. No split into "Chat Training" and "Voice Training."

Q10: Training Sub-Tabs​

Decision: Same 5 sub-tabs as Starter Chat and Starter Voice:

  1. Church Knowledge
  2. This Week
  3. Theology
  4. Agents (shows BOTH chat personality controls AND voice controls — voice picker, greeting config)
  5. Safety

FAQs and Simulator hidden (Pro+ feature).

Q11: Shared Data Store​

Decision: Single data store. Pastor edits hours once, it feeds both the voice agent and chatbot simultaneously. Never enter the same info twice.

Section E: Requests Tab​

Q12: Source Differentiation​

Decision: Source column with icon (phone icon for voice, chat bubble for chat) plus a filter dropdown to toggle between All / Voice / Chat. Requests from both channels appear in the same tab, same UI.

Section F: Settings Tab​

Q13: Settings Tab Organization​

Decision: Same sections as Starter Chat (Church Profile, Hours, Notifications, Integrations, Team) — these are shared across both channels. Voice-specific settings are minimal at Starter:

  • Phone number display in Church Profile section (read-only, shows assigned AI number once provisioned)
  • No chatbot widget settings are different — embed code (if available) is in Settings same as chat-only
  • No call forwarding instructions in dashboard — those are delivered via the "Your line is live!" email with carrier-specific steps (established pattern from Starter Voice Q12)
  • Voice agent personality + voice picker live in Training > Agents, not Settings

Q14: Embed Code + Call Forwarding in Settings​

Decision: Embed code (if available at Starter — see Pro Chat Q1 decision #9 moving embed to all tiers) lives in Settings under a "Chat Widget" section. Call forwarding is NOT in the dashboard — it's delivered via the personalized "Your line is live!" email (Email 2) with carrier-specific instructions based on phone provider selected during onboarding. No duplication of forwarding instructions in dashboard because:

  1. It's a one-time setup, not an ongoing setting
  2. Carrier-specific instructions are better in a dedicated email they can reference
  3. Keeps the Settings tab clean

Section G: Upgrade Tab​

Q15: Upgrade Tab Options​

Decision: Shows comparison cards for Starter/Pro/Suite bundles (both channel). Feature comparison table same format as other Upgrade tabs. The Upgrade tab shows:

  • Current plan: "Starter (Voice + Chat) — $49.95/mo"
  • Upgrade to Pro (Voice + Chat): $79.95/mo — highlights Pro features (35 tools, 4 agents, FAQs, analytics, Premium Listing bonus)
  • Upgrade to Suite (Voice + Chat): $99.95/mo — highlights Suite features (39 tools, unlimited, white-label, Pro Website bonus)
  • No option to split the bundle (cannot downgrade to voice-only or chat-only from the Upgrade tab — that's a cancellation + re-purchase flow if they really want it)

Section H: Pricing Display​

Q16: Plan Label Display​

Decision: Dashboard header shows "Starter Plan" badge (gold colored) with "(Voice + Chat)" sub-label. Settings/Billing section shows "Starter (Voice + Chat) — $49.95/mo". Consistent with the plan name used in Stripe and the onboard flow.

Q17: In-Dashboard Plan Comparison​

Decision: Full in-dashboard comparison on the Upgrade tab (same pattern as all other tiers). Shows feature comparison table with Starter (current, highlighted), Pro, and Suite bundle plans. Link to full pricing page as secondary option: "See all plans at churchwiseai.com/pricing".

Section I: Lifecycle & Billing​

Q18-Q19: Lifecycle — DEFERRED to Cancelled/Trial Expired interviews​

Decision: DEFERRED. Cancellation, payment failure, and end-of-service scenarios for bundle plans are covered in the Cancelled and Trial Expired acceptance specs. Those specs cover all tiers including voice-specific scenarios (what happens to the voice agent when subscription ends, what callers hear, phone number retention). See interview-action-items.md item #3.