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Pro Chat — Founder Interview Answers (In Progress)

Status: Questions 1–5 answered, Q5 pending final confirmation. Q6–Q22 remaining. Date: 2026-03-27 Interviewer: Claude (Opus 4.6)

Section A: Onboarding & First Email​

Q1: Trial Experience​

Decision: Same 14-day trial flow as Starter, just more features unlocked.

Additional decisions from Q1 discussion:

  1. BUG — Pro card headline: "Full Voice + Care Automation" is WRONG for Chat channel. Change to "Your Full AI Ministry Team" / "35 ministry tools"
  2. BUG — Suite card copy: "For churches who want voice chat, care pages" is wrong for chat section too. Full audit needed of ALL pricing card copy per channel (chat/voice/both).
  3. BUG — AI Starter Kit delivery: Currently only fires for standalone one-time purchases (product === 'ai_starter_kit' in Stripe webhook). NOT sent to plan subscribers. Must fix — kit email should fire after any chat plan checkout.
  4. AI Starter Kit link: No link on pricing card — users have no idea what it is. Need a link or explanation on the card.
  5. NEW FEATURE — Tooltips on all pricing features: Rollover tooltips explaining each feature in pastor language. Examples:
    • "12 ministry tools" → "Your chatbot agent doesn't just answer questions, it helps you [list things]"
    • "Prayer request capture" → "Your chatbot assistant will actively grab prayer requests during a conversation and pass them along to you"
  6. 35 tools display: Too many for a tooltip. Use a dialog box listing all 35 tools.
  7. Theological lens: Needs a link to explain what the 17 traditions are.
  8. Small group finder: Clarified — it's a chatbot TOOL using Ministries data (find_small_group tool). The pastor manages this through the existing Ministries training editor. Pricing card needs better explanation, e.g., tooltip: "Your chatbot matches visitors to small groups and Bible studies based on what you've entered in your ministry list."
  9. Embed widget — MOVED TO ALL TIERS: Was Pro+ only, now available to ALL tiers including Starter. Rationale: without embed, Starter customers can only share a URL — that's "selling a car without doors."
  10. Hosted chat page redesign (/chat/slug): Becomes a mini-site — auto-generated one-pager using all known church data (name, service times, staff, ministries, what to expect, photos from PewSearch). Chatbot bubble in the corner, already popped up. NOT a bare full-screen chat anymore.
  11. No separate full-screen chat URL. If needed later, add ?chat=fullscreen parameter. Don't build until someone asks.
  12. Tier differentiation for embed/mini-site:
    • Starter: Auto-generated template, ChurchWiseAI branding, basic embed
    • Pro: Pulls Pro Website content/photos from PewSearch, color customization, custom welcome message
    • Suite: Everything + remove badge + full white-label
  13. General principle: Every feature listed on a pricing card must be (a) actually built and working, (b) understandable to a pastor with zero context.

Q2: Welcome Email & Pro Website Bonus​

Decision: Welcome email mentions PewSearch bonus as a casual bonus, not a headline feature. Conditional based on whether the church has a website.

Details:

  • Onboarding form gets an optional "Church website" field — auto-filled from PewSearch data if available, but editable. Good for lead intelligence.
  • Welcome email is conditional:
    • Has website → "Your plan includes a free Premium Listing on PewSearch.com — drives directory traffic to YOUR site"
    • No website → "Your plan includes a free Pro Website — an instant church page with your chatbot built in"
    • Both wrapped in mission framing: "We want every church reaching their community, website or not"
  • Starter: NO PewSearch mention at all — clean onboarding, just the chatbot product. This overrides the Starter Chat spec Touchpoint 13 (post-checkout PewSearch claim page is removed).
  • Never mention dollar values of bundled bonuses in the Pro context — it makes people do price math ("so without this, Pro should be $X cheaper?")

Q3: Welcome Email "Things to Do First"​

Decision: 4 things + 1 optional bonus (not 3 like Starter):

  1. Complete your church profile (service times, staff, ministries)
  2. Train your chatbot (add FAQs, upload a document)
  3. Share your chat page or embed on your website
  4. Set your theological lens (17 traditions — pick the one that fits your church)
  5. Optional callout: "Don't forget to claim your Pro Website!" (soft mention)

Section B: Dashboard — Tab Visibility​

Q4: Pro Chat Tabs​

Decision: Pro Chat gets 7 tabs:

  • Overview ✅
  • Requests ✅
  • Training ✅ (with more sub-tabs than Starter)
  • Care ✅
  • Website ✅ (new for Pro — Pro Website / Premium Listing management)
  • Settings ✅
  • Upgrade ✅ (to Suite)

Hidden:

  • Calls (chat-only, no voice)
  • Social (ShareWiseAI, separate product)

Principle established: Pro gets EVERYTHING chat-related. The ONLY things gated to Suite are:

  • Remove "Powered by ChurchWiseAI" badge (white-label)
  • Unlimited FAQs and documents (vs Pro's 50 FAQs / 5 docs)
  • 90-day analytics + CSV/PDF export (vs Pro's 30-day)
  • Role-based team access (9 roles)
  • API access
  • 2,000+ conversations/mo

Note: Callbacks confirmed as chatbot feature (not voice-only). When someone chats and says "Can I talk to the pastor?" the chatbot uses request_callback tool. Shows in Requests tab under Callbacks section.

Q5: Website Tab & PewSearch Bonus​

Decision (PENDING FINAL CONFIRMATION):

Bonus tier structure:

TierPewSearch Bonus
StarterNo bonus — clean onboarding
ProPremium Listing on PewSearch ($9.95 value) — optional, available in Website tab when they want it
SuitePremium Listing + Pro Website ($19.95 value) if needed

Implementation approach: Option 3 — No separate Stripe product/subscription for the freebie. The tier config determines access. canAccess('pro_chat', 'premium_listing') returns true. Cancel Pro Chat → no more access → automatic. No orphaned subscriptions, no "forgot to cancel the freebie" bugs.

Website tab UX: Shows bonus options:

  1. "Claim your Premium Listing on PewSearch.com" — one-button setup, auto-fills from known data, confirms with church ("Is this your website?")
  2. For Suite: additional Pro Website option

⚠️ This was the last question being discussed when API errors occurred. Founder's exact words: "starter --no bonus.. Pro -- premium website listing on pewsearch (optional but we have in tab for when they want it) Suite gets the Premium listing + pro website if needed" — but formal confirmation was interrupted.

Questions Remaining (Q6–Q22)​

Section C: Overview Tab​

  • Q6: Pro Chat Overview stats/cards beyond Starter
  • Q7: Getting Started checklist
  • Q8: Upgrade CTA on Overview

Section D: Training Tab​

  • Q9: Training sub-tabs visible for Pro
  • Q10: FAQs sub-tab details
  • Q11: Training Simulator details

Section E: Settings Tab​

  • Q12: Pro-specific Settings sections
  • Q13: TheoLenses configuration location
  • Q14: Team member limits

Section F: Upgrade Tab​

  • Q15: Pro Chat Upgrade tab options

Section G: Public-Facing Pages​

  • Q16: Chatbot widget visual differences
  • Q17: Care hub page differences

Section H: Pro Website Integration​

  • Q18–Q20: (Partially addressed in Q5 decisions above)

Section I: Lifecycle​

  • Q21: Trial ending emails
  • Q22: Cancellation — Pro Website removal timing