8 docs tagged with "onboarding"

Status

Provision the chatbot for a church after purchase — create the organization_settings row with correct schema, configure the widget, and provide embed code to the church admin

Post-checkout onboarding for new ChurchWiseAI customers — magic link generation, admin dashboard first login, chatbot provisioning, and welcome email sequence

Pre-work checklist before writing any code — read CLAUDE.md, check the feature registry, verify knowledge/ docs, create a branch, and confirm task scope with the founder

Verify automated onboarding completed after checkout — check premium_churches record, confirm chatbot/voice provisioning, send magic link, and run manual fallback if webhook failed

Everything that happens from "pastor hears about ChurchWiseAI" through "visitor sends first message or call is answered." Covers the church admin setup journey (Track A) and the visitor discovery journey (Track B), and traces how admin-entered config flows into every AI response.

Buy a local Twilio number for a church, configure forwarding to the Cartesia voice agent, and create the church_voice_agents row to make the church live on the agent

Step-by-step guide to provisioning a new church on the voice agent — church_voice_agents DB row, Twilio number setup, demo church configuration, and what is automated vs manual