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Starter Both — Founder Interview Input File

Tier: Starter Both (starter_both) Purpose: Define exactly what a Starter Both customer sees at every touchpoint. How to use: Fill in YOUR ANSWER under each question. Then in a new Claude session, say: "Read knowledge/acceptance/decisions/starter-both-interview-prompt.md and write the complete Starter Both acceptance spec at knowledge/acceptance/starter-both.md."

Reference: knowledge/acceptance/starter-chat.md for chat touchpoints, and starter-voice-interview-prompt.md answers for voice touchpoints.

Section A: Onboarding & First Email​

Q1: Starter Both has no free trial ($49.95/mo, pay immediately). The customer gets both a chatbot AND a voice agent from day one. What does the welcome email emphasize first — chatbot setup or voice agent setup? Or does it treat them equally?

YOUR ANSWER:

Q2: The welcome email "3 things to do first" — Starter Chat had: add service times, customize personality, share chat page. Starter Voice likely had: forward your phone, configure greeting, test a call. For Starter Both, is it a combined list of 3 (pick the most important across both), or a longer list covering both?

YOUR ANSWER:

Q3: Is there a single onboarding flow for Starter Both, or does the pastor go through two separate setup wizards (one for chatbot, one for voice agent)?

YOUR ANSWER:

Section B: Dashboard — Tab Visibility​

Q4: Starter Both tab list — which tabs should be visible?

YOUR ANSWER (check all that apply):

  • Overview
  • Calls (voice call log)
  • Requests (from both voice AND chat — combined view or separate?)
  • Training (merged training for both agents)
  • Website (Starter Both does NOT include Pro Website — confirm)
  • Care (AI Care Agent — is it active for both voice and chat in Starter Both?)
  • Settings
  • Upgrade
  • Social (hidden — confirm)
  • Other:

Q5: Tab ordering — when a customer has both voice and chat, what's the logical tab order? Should Calls come before or after Requests? Should Training be a single tab or split into "Chat Training" and "Voice Training"?

YOUR ANSWER:

Section C: Overview Tab​

Q6: Starter Both Overview — should chat stats and voice stats appear in the SAME overview, or are they in separate sections? For example:

  • A single row of cards mixing call count + chat count
  • Two side-by-side sections: "Voice Agent" and "Chat Agent"
  • A toggle to switch between voice view and chat view
  • Something else:

YOUR ANSWER:

Q7: What specific stats appear on the Starter Both Overview?

YOUR ANSWER (check all that apply):

  • Total calls this month
  • Total chat conversations this month
  • Prayer requests captured (combined across both channels)
  • New contacts (combined)
  • Average call duration
  • Questions answered by chatbot
  • Something else:

Q8: "Getting Started" checklist — does Starter Both have a unified checklist covering both chatbot and voice agent setup? How many steps? What are they?

YOUR ANSWER:

Section D: Training Tab​

Q9: Training for Starter Both — since both agents share church data (hours, staff, ministries), is there ONE set of training sub-tabs, or are voice-specific and chat-specific options separated?

YOUR ANSWER:

Q10: Training sub-tabs for Starter Both — which appear?

YOUR ANSWER (check all that apply):

  • Pastor Pulse (shared — used by both agents)
  • Hours (shared)
  • Staff (shared)
  • Ministries (shared)
  • What to Expect (shared)
  • Documents (chatbot only — hidden for voice? or visible?)
  • FAQs (Starter Both — is FAQ management included or still hidden at Starter tier?)
  • Simulator (hidden at Starter tier — confirm)
  • Voice Agent (voice-specific config: greeting, agent personality)
  • Chat Agent (chat-specific config: chatbot personality, embed settings)
  • TheoLenses (hidden at Starter tier — confirm)
  • Other:

YOUR ANSWER:

Q11: If the pastor edits "Hours" in Training, does it update BOTH the voice agent and chatbot simultaneously? Or are they separate data stores? (Important for UX — pastor should not need to enter the same info twice)

YOUR ANSWER:

Section E: Requests Tab​

Q12: The Requests tab shows prayer requests, callback requests, and visitor contacts. For Starter Both, requests can come from voice calls OR chat sessions. How are they differentiated in the UI?

  • A "Source" column showing "Voice" or "Chat"
  • Separate tabs within Requests: "From Voice" and "From Chat"
  • Requests are merged with no source distinction
  • Color coding or icon for source
  • Something else:

YOUR ANSWER:

Section F: Settings Tab​

Q13: Settings for Starter Both — does the Settings tab have separate sections for voice config and chat config? Or is it one flat list that includes both?

YOUR ANSWER:

Q14: If a Starter Both customer wants to embed the chatbot on their website, is the embed code in Settings (same as Starter Chat)? And if they want to set up call forwarding, is that also in Settings? How does the UI organize these two very different setup tasks?

YOUR ANSWER:

Section G: Upgrade Tab​

Q15: Starter Both Upgrade tab — what options are shown?

  • Upgrade to Pro Both ($79.95/mo)
  • Upgrade to Pro Chat only (split the bundle — is this allowed?)
  • Upgrade to Pro Voice only (split the bundle — is this allowed?)
  • Annual billing option (if Starter Both adds annual later)
  • Something else:

YOUR ANSWER:

Section H: Pricing Display​

Q16: $49.95/mo with no trial — the Settings or Billing section of the dashboard should show the current plan. What label does it show? "Starter Both", "Starter (Voice + Chat)", something else?

YOUR ANSWER:

Q17: If the customer wants to compare their current plan to what they'd get with Pro Both, is there an in-dashboard comparison view? Or just a link to the pricing page?

YOUR ANSWER:

Section I: Lifecycle & Billing​

Q18: If a Starter Both customer's payment fails — both the chatbot AND voice agent go down. Is there a grace period? What does the dashboard show? What email do they get?

YOUR ANSWER:

Q19: Cancellation — when a Starter Both customer cancels, do both services end at the same time (end of billing period)? Or can they keep one and cancel the other (downgrade to Starter Chat or Starter Voice)?

YOUR ANSWER:

Additional Notes​

Anything else that Starter Both should do differently that isn't covered above:

YOUR NOTES: