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Pro Both — Founder Interview Answers

Status: COMPLETE — All questions answered by agent team based on established patterns from Pro Chat interview, Starter Voice interview, and Starter Both interview. Date: 2026-03-28 Interviewer: Claude (Opus 4.6) — agent-derived from founder-approved patterns

Section A: Onboarding & First Email​

Q1: Welcome Email Emphasis​

Decision: Chatbot-first emphasis (same pattern as Starter Both). Chatbot is live immediately; voice line takes up to 1 business day. Two-email provisioning flow.

Email 1 (immediate post-checkout):

  • "Your chatbot is live! While we get your voice line ready, here's what to do..."
  • Mentions all 4 agents (Care, Coordinator, Discipleship, Stewardship) and 35 tools
  • Dashboard magic link

Email 2 (after voice QA, within 1 business day):

  • Personalized — celebrates what customer completed
  • Phone number + carrier-specific forwarding instructions
  • "Make a test call!" CTA

Q2: Welcome Email Steps​

Decision: Combined list for both products (same pattern as Starter Both, with Pro additions):

  1. (On us) Getting your phone line and voice agent ready
  2. Complete your church profile (service times, staff, ministries)
  3. Train your agents (add FAQs, upload a document) — Pro feature unlocked
  4. Set your theological lens (17 traditions)
  5. Share your chat page or embed on your website
  6. (After line is live) Forward your church phone + make a test call

Optional callout: "Don't forget to claim your free Premium Listing on our church directory!" (Pro bonus — soft mention)

Q3: Onboarding Flow​

Decision: Single onboarding flow (same as Starter Both). One purchase, one form, one dashboard. Phone provider field included for voice provisioning. Church website field included (Pro+ feature for PewSearch bonus conditional logic).

Section B: Dashboard — Tab Visibility​

Q4: Tab List​

Decision: 8 tabs:

  1. Overview
  2. Calls
  3. Requests
  4. Care
  5. Training
  6. Website (Pro gets Premium Listing bonus)
  7. Settings
  8. Upgrade

Hidden: Social (separate product)

Q5: Tab Ordering​

Decision: Order as listed in Q4. Calls before Requests. Single Training tab (not split by channel). Website tab appears because Pro includes Premium Listing bonus.

Section C: Overview Tab​

Q6: Stats Layout​

Decision: One row of mixed stat cards with combined totals (same pattern as Starter Both).

Q7: Stat Cards​

Decision: 5 stat cards:

  1. Total calls this month
  2. Total chat conversations this month
  3. Prayer requests (combined, both channels)
  4. Visitor contacts (combined)
  5. Callback requests (combined)

Conversation Analytics section visible on Overview (Pro feature):

  • Top questions, category breakdown, conversation volume trends
  • 7d and 30d filter options

Q8: Getting Started Checklist​

Decision: 6-step checklist + 1 optional bonus (mirrors welcome email):

  1. (On us) Getting your phone line ready
  2. Complete your church profile
  3. Train your agents (add FAQs, upload a document)
  4. Set your theological lens
  5. Share your chat page or embed on your website
  6. (After line is live) Forward your church phone + test call
  7. Optional bonus callout: "Claim your free Premium Listing on our church directory →" (links to Website tab)

Auto-dismisses after 7 days or all 6 numbered steps complete.

Section D: Training Tab​

Q9: Training Structure​

Decision: One set of Training sub-tabs. Both agents share same church knowledge. No split.

Q10: Training Sub-Tabs​

Decision: 7 sub-tabs (Pro unlocks FAQs and Simulator):

  1. Church Knowledge
  2. This Week
  3. FAQs (Pro feature — 50 FAQ limit)
  4. Theology (full TheoLenses — all 17 traditions)
  5. Agents (shows all 4 agents + voice picker + greeting config + chat personality)
  6. Safety
  7. Simulator (6 test paths for chat; voice testing by calling actual number)

Q11: Shared Data Store​

Decision: Single data store. Church knowledge entered once feeds all agents (voice + chat + all 4 agent types).

Section E: Requests Tab​

Q12: Source Differentiation​

Decision: Source column with icon (phone icon for voice, chat bubble for chat) + filter dropdown (All / Voice / Chat). Same pattern as Starter Both.

Section F: Settings Tab​

Q13: Settings Organization​

Decision: Same sections as Starter Both (Church Profile, Hours, Notifications, Integrations, Team) with Pro additions:

  • Phone number display in Church Profile (read-only)
  • Embed code section (Pro feature — widget customization with color pickers, custom welcome message)
  • No call forwarding instructions in dashboard (delivered via Email 2)

Q14: Embed Code + Call Forwarding​

Decision: Embed code in Settings "Chat Widget" section with Pro customization (color pickers, custom welcome message). Call forwarding via Email 2 only.

Section G: Upgrade Tab​

Q15: Upgrade Tab Options​

Decision: Shows:

  • Current plan: "Pro (Voice + Chat) — $79.95/mo"
  • Upgrade to Suite (Voice + Chat): $99.95/mo
  • Feature comparison: Pro (current) vs Suite bundle
  • Suite features highlighted: unlimited FAQs/docs, 90-day analytics, CSV export, badge removal, API access (Coming Soon), 2,000+ conversations
  • No downgrade options shown

Section H: Pricing Display​

Q16: Plan Label​

Decision: "Pro Plan" badge (gold) with "(Voice + Chat)" sub-label. Settings shows "Pro (Voice + Chat) — $79.95/mo".

Q17: In-Dashboard Comparison​

Decision: Full comparison on Upgrade tab. Pro (current, highlighted) vs Suite bundle. Link to full pricing page as secondary.

Section I: Lifecycle & Billing​

Q18-Q19: Lifecycle​

Decision: DEFERRED to Cancelled and Trial Expired specs. No trial for bundle plans (charges immediately). Cancellation ends both services at end of billing period. PewSearch Premium Listing access removed via tier config when cancellation takes effect.