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Pro Chat — Founder Interview Input File

Tier: Pro Chat (pro_chat / pro_chat_annual) Purpose: Define exactly what a Pro Chat customer sees at every touchpoint. How to use: Fill in YOUR ANSWER under each question. Then in a new Claude session, say: "Read knowledge/acceptance/decisions/pro-chat-interview-prompt.md and write the complete Pro Chat acceptance spec at knowledge/acceptance/pro-chat.md."

Reference: knowledge/acceptance/starter-chat.md is the completed example to follow.

Section A: Onboarding & First Email​

Q1: Pro Chat has a 14-day free trial (same as Starter Chat). Is there any difference in the trial experience — different email copy, different trial length, different messaging?

YOUR ANSWER:

Q2: The welcome email for Pro Chat — should it mention the Pro Website bonus? If yes, how prominently? (e.g., "Your plan includes a free Pro Website on PewSearch — here's how to claim it")

YOUR ANSWER:

Q3: The welcome email "3 things to do first" — what are the right 3 actions for a Pro Chat customer specifically? (Starter Chat had: add service times, customize chatbot personality, share chat page)

YOUR ANSWER:

Section B: Dashboard — Tab Visibility​

Q4: Pro Chat tab list — which tabs should be visible? (Reference: Starter Chat shows Overview, Requests, Training, Care, Settings, Upgrade)

YOUR ANSWER (check all that apply):

  • Overview
  • Calls (voice only — should this be hidden for Pro Chat like Starter Chat?)
  • Requests
  • Training
  • Website (Pro Website tab — Pro Chat customers have this, right?)
  • Care
  • Settings
  • Upgrade
  • Social (hidden for all — confirm)
  • Other:

Q5: The Website tab — Pro Chat includes PewSearch Pro Website ($19.95 value free). Does the Website tab appear automatically, or does the pastor need to "claim" their Pro Website first? What does it look like before and after claiming?

YOUR ANSWER:

Section C: Overview Tab​

Q6: Pro Chat Overview — what stats/cards appear that DON'T appear for Starter Chat? (e.g., more analytics, different metrics)

YOUR ANSWER:

Q7: The "Getting Started" checklist on the Overview — does Pro Chat have a different checklist than Starter Chat? (Starter had 3 steps). Does it include a "Set up your Pro Website" step?

YOUR ANSWER:

Q8: Upgrade CTA on Overview — Starter Chat showed an Upgrade tab CTA. What does Pro Chat show? (Upgrade to Suite only? No CTA? Cross-sell to Voice?)

YOUR ANSWER:

Section D: Training Tab​

Q9: Training sub-tabs for Pro Chat — Starter Chat showed: Pastor Pulse, Hours, Staff, Ministries, What to Expect, Documents. FAQs and Simulator were HIDDEN for Starter. What does Pro Chat show?

YOUR ANSWER (check all that apply):

  • Pastor Pulse
  • Hours
  • Staff & Photos
  • Ministries
  • What to Expect
  • FAQs (Pro Chat has faq_management — should this be visible?)
  • Documents
  • Simulator (Pro Chat has training_simulator — should this be visible?)
  • Voice Agent (hidden for chat-only — confirm)
  • TheoLenses (Pro has all 17 — is there a selector here or in Settings?)

Q10: FAQs sub-tab (if visible for Pro) — what does the pastor see? A list of Q&A pairs they can add? Any limit on number of FAQs?

YOUR ANSWER:

Q11: Training Simulator (if visible for Pro) — what exactly is this? What does the pastor experience when they use it?

YOUR ANSWER:

Section E: Settings Tab​

Q12: Settings for Pro Chat — what sections appear that Starter Chat doesn't have? (e.g., TheoLenses selector, white-label options, custom branding)

YOUR ANSWER:

Q13: TheoLenses — Pro includes all 17 theological traditions. Where does the pastor configure which tradition(s) their church follows? Settings tab? Training tab? Somewhere else?

YOUR ANSWER:

Q14: Team members — Pro allows more team members than Starter (or does it have the same limit?). What's the team member limit for Pro Chat?

YOUR ANSWER:

Section F: Upgrade Tab​

Q15: Pro Chat Upgrade tab — what does it show? Options to consider:

  • Upgrade to Suite Chat
  • Upgrade to Pro Voice (add voice to existing chat)
  • Upgrade to Pro Both (voice + chat bundle)
  • Just shows current plan status, no upsell
  • Something else:

YOUR ANSWER:

Section G: Public-Facing Pages​

Q16: The chatbot widget for Pro Chat — any visual difference from Starter? (e.g., "Powered by ChurchWiseAI" badge — same as Starter? Removable? Different color options?)

YOUR ANSWER:

Q17: Pro Chat "care hub" page (the public congregant-facing page) — same as Starter Chat, or any differences?

YOUR ANSWER:

Section H: Pro Website Integration​

Q18: How does a Pro Chat customer "get" their Pro Website? Automatically provisioned? Or do they need to click a link/button to claim it?

YOUR ANSWER:

Q19: In the admin dashboard, how is the Pro Website presented to a Pro customer who hasn't set it up yet? (e.g., a banner on Overview saying "You have a free Pro Website waiting", or just a Website tab that's empty)

YOUR ANSWER:

Q20: If a Pro customer already has a PewSearch Premium Page ($9.95/mo), does Pro Website replace it, upgrade it, or run alongside it?

YOUR ANSWER:

Section I: Lifecycle​

Q21: Trial ending (day 11-13 emails) — same messaging as Starter Chat, or Pro-specific?

YOUR ANSWER:

Q22: When a Pro customer cancels — do they lose their Pro Website immediately? After billing period ends? Any grace period?

YOUR ANSWER:

Additional Notes​

Anything else that Pro Chat should do differently from Starter Chat that isn't covered above:

YOUR NOTES: