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Pro Suite Both Bundle ($139.95/mo)

non-critical   Property: ChurchWiseAI   Category: Admin Dashboard Tier: suite-both Persona: pastor-admin Touchpoint: /admin/[token]

Preconditions

  • Active premium_churches row with plan=suite_both, status=active or preview
  • Logged in via magic link as church admin

Steps

#ActionExpected Result
1Open admin dashboardDashboard loads with full interface. Chatbot tab visible. Calls (voice) tab visible. All vertical agents available.
2Check Chatbot sectionAll 4 agents available: Care Agent, Coordinator, Discipleship Agent, Stewardship Agent. 50 tools available (Pro Suite limit). Monthly response limit: 2000 LLM-generated responses.
3Check Voice/Calls sectionPhone number provisioning available. Inbound/outbound call handling options. Call history visible. Setup instructions for Telnyx/SIP integration.
4Configure Care Agent (chatbot)System prompt editor available. Personality customization. Response templates configurable. Training documents uploadable.
5Configure Stewardship AgentStewardship-specific prompts available. Giving/tithe handling configured. Integration with Stripe Connect (for giving tracking).
6Configure Discipleship AgentDiscipleship curriculum/pathways configurable. Content library integration available. Engagement metrics tracking.
7Check Coordinator AgentCalendar integration (Planning Center, Google Calendar). Event scheduling, volunteer coordination. Handoff logic to staff configured.
8Set up voice agent routingPhone number assigned. SIP endpoint configured. Routing logic for different call types (prayer, giving, contact) available.
9Configure advanced agent settings (both)Handoff to staff rules configurable. Escalation logic (when to transfer to human). Analytics/reporting available.
10Check Powered by brandingBranding removal available on Pro Suite. No 'Powered by' footer on chatbot/voice (can be white-labeled).
11Check monthly usage limitsDashboard shows: 2000 monthly chatbot responses, unlimited voice calls, 50 tools available. Usage tracking visible.

Known Failure Modes

  • Discipleship/Stewardship agents not visible — tier gating broken
  • Tool count exceeds 50 — tier limit not enforced
  • Voice setup not available — plan provisioning failed
  • Branding removal locked — tier entitlement bug

References

Notes

Pro Suite Both ($139.95/mo, includes setup fee $49.95 one-time). Highest-tier bundle. All 4 agents (Care, Coordinator, Discipleship, Stewardship) + voice + white-label. Monthly limits: 2000 chatbot responses, unlimited calls. 50 tools. Annual available (~11 months free). Full spec in acceptance/churchwiseai-web/suite-both.md.