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User Journey: Pro Both (Voice + Chat Bundle)

non-critical   Property: ChurchWiseAI   Category: UX / Flow Tier: pro-both Persona: pastor-admin Touchpoint: /pricing, /onboard, /admin/[token]

Preconditions

  • Pastor finds ChurchWiseAI pricing page
  • Church has moderate budget for voice + chat

Steps

#ActionExpected Result
1Navigate to /pricingPricing page loads. Channel toggle visible (Chat Only / Both).
2Select 'Both' channel (Voice + Chat)Page switches to Both channel. Pro Both card shows $79.95/mo. Savings callout visible ('Saves $24.95/mo vs separate'). Annual toggle DISAPPEARS for bundle.
3Verify no trial messaging for bundle plansBundle cards do not show '14-day free trial'. No 'free trial' badge on Pro Both card.
4Click Get Started for Pro BothRedirected to /onboard?plan=pro_both. Onboard page shows plan context (price $79.95, 'Voice + Chat Bundle', or similar).
5Verify onboard page reflects Pro Both planNo trial messaging (bundles charge immediately). Plan name or price indicates Pro Both context.
6Complete checkout (test card 4242 4242 4242 4242)Payment succeeds. Redirected to /admin/[token] dashboard.
7Check admin dashboard tabsDashboard loads with Pro Both tabs visible (at minimum: Calls, Care, Training, Analytics, Settings). 8 tabs total for Pro tier.
8Verify Voice and Chat are both activeCalls tab shows voice agent config. Messages tab shows chat config. Both channels enabled for church.

Known Failure Modes

  • Pro Both not clearly distinguished from separate chat+voice pricing — confusion
  • Trial messaging appears on bundle — false expectation of free trial
  • Onboard page doesn't reflect plan context — pastor unsure they're buying Pro Both
  • Dashboard missing Voice or Chat tabs — customer confused about what they bought

References

Notes

Tests the Pro Both ($79.95/mo) bundle pricing, onboard flow, and dashboard structure. Bundles are 'charged immediately' — no trial. Annual toggle must disappear. Dashboard must show all 8 Pro tabs including Voice (Calls). Savings callout differentiates bundle pricing from buying chat+voice separately.