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Starter Voice — Founder Interview Input File

Tier: Starter Voice (starter_voice) Purpose: Define exactly what a Starter Voice 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/starter-voice-interview-prompt.md and write the complete Starter Voice acceptance spec at knowledge/acceptance/starter-voice.md."

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

Section A: Onboarding & First Email​

Q1: Starter Voice has no free trial ($39.95/mo, pay immediately). What does the welcome email say differently from a chat plan trial welcome? Is there a "you're all set, here's what to do first" tone instead of "your trial has started"?

YOUR ANSWER:

Q2: The welcome email "3 things to do first" — what are the right 3 actions for a Starter Voice customer? (They have no chatbot — so no "share your chat page". Likely voice-focused: set up call forwarding, configure greeting, test a call?)

YOUR ANSWER:

Q3: Starter Voice has no annual billing option. If a customer somehow lands on a billing/upgrade page showing annual toggle, what should they see? (Toggle hidden? Toggle visible but disabled? No toggle at all?)

YOUR ANSWER:

Section B: Dashboard — Tab Visibility​

Q4: Starter Voice tab list — which tabs should be visible?

YOUR ANSWER (check all that apply):

  • Overview
  • Calls (voice call log — should this be the primary tab?)
  • Requests (prayer/callback/visitor from voice calls — same table as chatbot requests, just sourced from voice)
  • Training (voice-specific training only)
  • Website (Pro Website — Starter Voice does NOT include this, correct?)
  • Care (AI Care Agent for voice — is this in Starter Voice?)
  • Settings
  • Upgrade
  • Social (hidden for all — confirm)
  • Other:

Q5: The Chatbot tab (if it exists) — Starter Voice has no chatbot. Should there be any mention of chatbot in the dashboard, even as an upsell surface? Or is chatbot completely invisible?

YOUR ANSWER:

Section C: Overview Tab​

Q6: Starter Voice Overview — what stats/cards should appear? Since there's no chatbot, chat metrics (conversations, questions answered) don't apply. What replaces them? Options:

  • Total calls this month
  • Average call duration
  • Calls by type (prayer request, general inquiry, callback)
  • Missed calls handled by voice agent
  • New contacts captured this month
  • Something else:

YOUR ANSWER:

Q7: "Getting Started" checklist on the Overview — what are the steps for a Starter Voice customer? (e.g., "Forward your church phone number", "Record a custom greeting", "Test your agent", "Review your first call")

YOUR ANSWER:

Q8: Upgrade CTA on Overview — what does Starter Voice show? Options:

  • Upgrade to Starter Both (add chatbot)
  • Upgrade to Pro Voice
  • Upgrade to Pro Both
  • No CTA (Starter Voice is entry-level, let Settings/Upgrade tab handle it)
  • Something else:

YOUR ANSWER:

Section D: Training Tab​

Q9: Training sub-tabs for Starter Voice — there is no chatbot to train, so FAQ, chat persona, and Simulator likely don't apply. What DOES appear?

YOUR ANSWER (check all that apply):

  • Pastor Pulse (church name, denomination, address — used for voice agent context)
  • Hours (for "when are you open" voice queries)
  • Staff (for "connect me to Pastor John" type routing)
  • Ministries (for voice queries about programs)
  • What to Expect (for first-time caller orientation)
  • Documents (no chatbot — is document upload hidden?)
  • FAQs (hidden — no chatbot)
  • Simulator (hidden — voice only, is there a voice call simulator?)
  • Voice Agent (voice-specific config: greeting script, hold music, agent personality)
  • TheoLenses (hidden for Starter — confirm)
  • Other:

YOUR ANSWER:

Q10: Voice Agent sub-tab in Training — what exactly can the pastor configure here? (e.g., agent name, greeting script, which agents are active, escalation rules, voicemail behavior)

YOUR ANSWER:

Q11: Is there a way for the pastor to "test" their voice agent from the dashboard without making a real phone call? (e.g., a simulated call button, a preview of the greeting script, or nothing — they have to call the number)

YOUR ANSWER:

Section E: Settings Tab​

Q12: Settings sections for Starter Voice — what appears? (Reference: Starter Chat had chatbot embed code, widget color, "Powered by" badge, notification email, timezone). Voice-specific settings might include:

  • Phone number (the Twilio number forwarded to the agent — display only or editable?)
  • Call forwarding instructions (how to forward from their church phone)
  • Notification settings (email when a call comes in? when a prayer request is captured?)
  • Agent voice selection (Cartesia voice picker)
  • Chatbot settings (hidden — confirm)
  • Other:

YOUR ANSWER:

Q13: The "Powered by ChurchWiseAI" badge — this is on the chatbot widget for chat plans. Is there an equivalent for voice? (e.g., "Your church line is answered by ChurchWiseAI" disclosure, or nothing visible to callers)

YOUR ANSWER:

Q14: Call forwarding setup — is there a guided setup flow in Settings that walks the pastor through forwarding their church phone number to the Twilio number? Or does support handle this manually?

YOUR ANSWER:

Section F: Upgrade Tab​

Q15: Starter Voice Upgrade tab — what options are shown?

  • Upgrade to Starter Both (add chatbot, $49.95/mo)
  • Upgrade to Pro Voice ($49.95/mo more features)
  • Upgrade to Pro Both ($79.95/mo)
  • Annual billing option (if Starter Voice adds annual later)
  • Something else:

YOUR ANSWER:

Section G: Calls Tab​

Q16: The Calls tab (call log) — what columns/fields appear per call record? Options:

  • Date/time
  • Duration
  • Caller phone number (or "Unknown")
  • Call type/intent detected (prayer request, general inquiry, callback, etc.)
  • Agent that handled it (Coordinator, Care, etc.)
  • Transcript link or summary
  • Action taken (prayer request captured, callback scheduled, etc.)
  • Other:

YOUR ANSWER:

Q17: Can the pastor play back a call recording from the Calls tab? Or is it transcript-only? Or neither (just metadata)?

YOUR ANSWER:

Section H: Requests Tab​

Q18: The Requests tab shows prayer requests, callback requests, and visitor contacts captured by the voice agent. Is this identical to the chat Requests tab UI, just with different source data? Or does voice have a different display (e.g., shows phone number instead of "website visitor")?

YOUR ANSWER:

Section I: Lifecycle & Billing​

Q19: Starter Voice cancellation — since there's no trial, cancellation takes effect at end of billing period. Does the dashboard show a "cancels on [date]" notice? Does call handling continue until that date?

YOUR ANSWER:

Q20: If a Starter Voice customer doesn't pay (failed payment) — what happens to their church's callers? Does the voice agent stop answering immediately? After a grace period? What does the dashboard show?

YOUR ANSWER:

Additional Notes​

Anything else that Starter Voice should do differently that isn't covered above:

YOUR NOTES: