Manual Test Path: Father Michael — Roman Catholic Priest

Persona: Father Michael Brennan, 52, parish priest at a 400-family Catholic parish in suburban New Jersey. Has a parish secretary (Mrs. Delgado) who handles most admin. Parish council makes technology decisions — Father Michael needs to present a case. Concerned about theological accuracy (Marian devotions, sacraments, holy days of obligation). Gets 20+ calls/week — many about Mass times, confession schedule, baptism/marriage prep. Uses no church management software. Parish website is 8 years old.

Why this persona matters: Catholic parishes have specific theological vocabulary (Mass not "service," sacraments, holy days, RCIA, etc.). The AI must handle Catholic-specific content without Protestant framing. Also tests the PewSearch Premium flow (directory listing for a larger parish).

Products to test: CWA Pro Chat ($34.95/mo), PewSearch Premium ($9.95/mo), CWA Voice Starter ($39.95/mo) Payment: Live Stripe, real credit card Email: Use a DIFFERENT email than the Protestant test (separate customer)

Part 1: PewSearch Premium ($9.95/mo)

Step 1 — Discovery via PewSearch

Open pewsearch.com in an incognito window
Search for a Catholic church (use a real parish name from the directory, or search "Catholic" + a city)
Find a church detail page (/churches/[slug])
Is there a chatbot widget on the page? (Basic auto-provisioned, 1 tool)
Does the chatbot say anything theologically inappropriate for a Catholic context?
Look for "Is this your church?" or claim CTA

Step 2 — Claim Flow

Click "Claim this church" or "Is this your church?"
What is the claim flow? Walk through every step
Enter Father Michael's contact info
Is there a phone verification or email verification?
Complete the claim

Step 3 — PewSearch Premium Upgrade

After claiming, find the upgrade to Premium ($9.95/mo)
What does Premium include? Is it clear?
Complete Stripe checkout with real card
Verify confirmation

Step 4 — PewSearch Admin Dashboard

Access the PewSearch admin (/admin/[token])
What can you edit? Hours, staff, description, photos?
Edit service times — use Catholic terminology: "Mass Schedule" not "Service Times"
- Saturday Vigil: 5:00 PM
- Sunday: 7:30 AM, 9:00 AM, 10:30 AM, 12:00 PM
- Daily Mass: Mon-Fri 8:00 AM
- Confession: Saturday 3:30-4:30 PM
Does the form accommodate Catholic scheduling patterns? (Multiple Sunday Masses, daily Mass, confession times)
Save changes — do they appear on the public church page?
Is there an AI/chatbot upsell in the PewSearch admin? (Should be — cross-sell to CWA)

Part 2: ChurchWiseAI Pro Chat ($34.95/mo)

Step 5 — Discovery from PewSearch Upsell

From the PewSearch admin, find the CWA upsell
Click through to churchwiseai.com
OR open churchwiseai.com directly
Navigate to /pricing
Find the Pro Chat plan at $34.95/mo
What extra features does Pro have vs Starter? Is this clear on the pricing page?
Click "Get Started" on Pro Chat

Step 6 — Onboarding (/onboard)

Does the plan pre-select Pro Chat?
Enter the parish name (use the same one you claimed on PewSearch)
Enter Father Michael's info (use the DIFFERENT email)
Does it match to the PewSearch church you already claimed? (It should, silently)
Complete the form
Continue to Stripe checkout

Step 7 — Stripe Checkout

Does it say "14 days free"?
Product: "ChurchWiseAI Pro Chat" — $34.95/mo after trial?
Description accurate for Pro tier? (Should mention more agents, tools, analytics)
No voice mentions? (Chat-only plan)
Complete payment

Step 8 — Post-Checkout + Email

Success page — dashboard link?
Check email — welcome message received?
MailerLite — subscriber added?
Click through to dashboard

Step 9 — Dashboard (Pro Features)

What tabs do you see? Pro should have MORE than Starter:
- Overview, Requests, Care, Settings, Upgrade — same as Starter
- Analytics — Pro feature, should be VISIBLE
- Training — Pro feature, should be VISIBLE (FAQ management, document upload)
Is the plan shown as "Pro Chat"?

Step 10 — Pro-Only Features

FAQ Management — Can you add custom Q&A?
- Add: "What are the Mass times?" → answer with the schedule
- Add: "How do I schedule a baptism?" → answer with parish process
- Add: "When is confession?" → answer with schedule
Document Upload — Can you upload a parish bulletin PDF?
Analytics Dashboard — Does it show? (No data yet, but should load)
Widget Customization — Can you change chatbot colors, welcome message?
Training Simulator — Can you test the chatbot with your new FAQ data?

Step 11 — Chatbot Testing (Catholic Context)

Step 12 — Agents Check

How many agents are visible? (Pro should have more than Starter's 2)
Which agents? Care + Coordinator + ???
Can you configure agent behavior?

Part 3: CWA Voice Starter ($39.95/mo)

Step 13 — Voice Plan Addition

From the CWA dashboard, find the Upgrade tab
Can you add Voice to your existing Pro Chat plan?
OR does it require a new subscription? (Should be able to upgrade to a bundle)
What's the upgrade path shown?
If separate checkout needed, go to /pricing and select Voice Starter

Step 14 — Voice Checkout

Complete Stripe checkout for Voice ($39.95/mo)
Is it clear this is voice-only, separate from chat?
OR did you upgrade to a bundle? Note the pricing

Step 15 — Voice Dashboard

Does a "Calls" tab now appear in the dashboard?
Is there a phone number assigned?
Can you see call logs? (Empty, but should load)
Is there voice agent configuration?

Step 16 — Voice Testing (if phone number assigned)

Call the assigned number
Does it answer?
Say: "What time is Mass?"
Say: "I'd like to speak with Father Michael"
Say: "I need to talk to someone about a prayer request"
Does the voice agent use Catholic terminology?
Does it capture the prayer request?
Check the dashboard — does the call log appear? Prayer request captured?

Part 4: Cross-Product Verification

Step 17 — PewSearch ↔ CWA Connection

Go back to the PewSearch church detail page
Has the chatbot upgraded from basic to Pro? (Should reflect the CWA subscription)
Test the chatbot on PewSearch — does it use the FAQ you added?
Does the PewSearch admin show CWA subscription status?

Step 18 — Stripe Dashboard

How many subscriptions for this email? (Should be 2-3: PewSearch Premium + CWA Pro Chat + CWA Voice)
Are all active/trialing correctly?
Product names professional and clear?

Step 19 — Email Audit

How many emails did Father Michael receive total?
List each one: sender, subject, brand
Any confusing cross-branding? (PewSearch email mentioning CWA or vice versa)
MailerLite subscriber lists — correct segmentation?

Catholic-Specific Checks

These are unique to the Catholic persona and test theological sensitivity:

Check	Expected	Actual	Pass?
"Mass" not "service" in AI responses	Yes
Confession schedule handled correctly	Yes
RCIA explained accurately	Yes
Marian references respectful and accurate	Yes
Sacrament terminology correct	Yes
"Father" title used (not "Pastor")	Yes
Holy Days of Obligation mentioned when relevant	Yes
Catholic social teaching referenced appropriately	Yes
No Protestant framing of Catholic concepts	Yes

Notes During Testing

Step	What Happened	Bug/Issue?	Severity

Part 1: PewSearch Premium ($9.95/mo)​

Step 1 — Discovery via PewSearch​

Step 2 — Claim Flow​

Step 3 — PewSearch Premium Upgrade​

Step 4 — PewSearch Admin Dashboard​

Part 2: ChurchWiseAI Pro Chat ($34.95/mo)​

Step 5 — Discovery from PewSearch Upsell​

Step 6 — Onboarding (/onboard)​

Step 7 — Stripe Checkout​

Step 8 — Post-Checkout + Email​

Step 9 — Dashboard (Pro Features)​

Step 10 — Pro-Only Features​

Step 11 — Chatbot Testing (Catholic Context)​

Step 12 — Agents Check​

Part 3: CWA Voice Starter ($39.95/mo)​

Step 13 — Voice Plan Addition​

Step 14 — Voice Checkout​

Step 15 — Voice Dashboard​

Step 16 — Voice Testing (if phone number assigned)​

Part 4: Cross-Product Verification​

Step 17 — PewSearch ↔ CWA Connection​

Step 18 — Stripe Dashboard​

Step 19 — Email Audit​

Catholic-Specific Checks​

Notes During Testing​