Skip to main content

Suite Both — Founder Interview Answers

Status: COMPLETE — All questions answered by agent team based on established patterns from Pro+Suite Chat spec, Pro Both spec, 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 (same pattern as all bundles). Two-email provisioning flow.

Email 1 (immediate):

  • "Your chatbot is live! Voice line coming within 1 business day."
  • Mentions all 4 agents + custom agents, 39 tools, unlimited FAQs/docs
  • Dashboard magic link

Email 2 (after voice QA):

  • Personalized, phone number, carrier-specific forwarding, "Make a test call!"

Q2: Welcome Email Steps​

Decision: Combined list with Suite additions:

  1. (On us) Getting your phone line ready
  2. Complete your church profile
  3. Train your agents (add FAQs, upload documents — unlimited!)
  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 + test call

Optional callouts:

  • "Claim your free Premium Listing on our church directory!"
  • If no website: "Set up your free Pro Website — an instant church page with your chatbot built in!"

Q3: Onboarding Flow​

Decision: Single onboarding flow. One purchase, one form, one dashboard. Phone provider + church website fields included.

Section B: Dashboard — Tab Visibility​

Q4: Tab List​

Decision: 8 tabs (same as Pro Both):

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

Hidden: Social

Q5: Tab Ordering​

Decision: Same as Pro Both. Single Training tab.

Section C: Overview Tab​

Q6-Q7: Stats + Analytics​

Decision: Same 5 stat cards as Pro Both. Conversation Analytics section with 7d + 30d + 90d filters + CSV export button (Suite feature).

Q8: Getting Started Checklist​

Decision: Same 6 steps as Pro Both + bonus callout. Suite bonus:

  • "Claim your free Premium Listing and set up your Pro Website →" (links to Website tab)

Section D: Training Tab​

Q9-Q10: Training Sub-Tabs​

Decision: 7 sub-tabs (same as Pro Both):

  1. Church Knowledge (with unlimited document upload)
  2. This Week
  3. FAQs (unlimited)
  4. Theology (full TheoLenses)
  5. Agents (all 4 + custom agents section + voice picker + chat personality)
  6. Safety
  7. Simulator

Q11: Shared Data Store​

Decision: Single data store feeding all agents.

Section E: Requests Tab​

Q12: Source Differentiation​

Decision: Same as Pro Both. Source icons + filter dropdown.

Section F: Settings Tab​

Q13-Q14: Settings Organization​

Decision: Same as Pro Both, with Suite additions:

  • Badge removal toggle (white-label option)
  • Full embed customization + badge removal for widget

Section G: Upgrade Tab​

Q15: Upgrade Tab​

Decision: Suite is the top bundle tier.

  • Current plan: "Suite (Voice + Chat) — $99.95/mo"
  • "You're on our best plan" message
  • No tier comparison (no higher tier to show)
  • No downgrade options shown

Section H: Pricing Display​

Q16: Plan Label​

Decision: "Suite Plan" badge (gold) with "(Voice + Chat)" sub-label.

Q17: In-Dashboard Comparison​

Decision: No comparison needed — Suite is the top plan. Upgrade tab shows "You're on our best plan."

Section I: Lifecycle​

Q18-Q19: Lifecycle​

Decision: DEFERRED to Cancelled and Trial Expired specs. Same patterns as Pro Both but with Suite-specific handling (Pro Website suspended on cancellation).