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Suite Chat — Founder Interview Input File

Tier: Suite Chat (suite_chat / suite_chat_annual) Purpose: Define exactly what a Suite 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/suite-chat-interview-prompt.md and write the complete Suite Chat acceptance spec at knowledge/acceptance/suite-chat.md."

Reference: knowledge/acceptance/starter-chat.md is the baseline. Pro Chat answers (once filled) cover the middle tier. This file focuses on what Suite adds BEYOND Pro Chat.

Section A: Onboarding & First Email​

Q1: Suite Chat has a 14-day free trial ($59.95/mo after trial). Is the trial experience different from Starter/Pro Chat, or same mechanics with different plan name/price in the email?

YOUR ANSWER:

Q2: Suite Chat's flagship differentiator is white-label (remove "Powered by ChurchWiseAI" badge, custom branding). Should the welcome email specifically call out white-label as a feature to set up in the first steps?

YOUR ANSWER:

Q3: The welcome email "3 things to do first" — what are the right 3 actions for a Suite Chat customer? (Likely includes at least one white-label/branding step)

YOUR ANSWER:

Section B: Dashboard — Tab Visibility​

Q4: Suite Chat tab list — which tabs should be visible?

YOUR ANSWER (check all that apply):

  • Overview
  • Calls (hidden — Suite Chat is chat-only, confirm)
  • Requests
  • Training
  • Website (Suite Chat — does it include Pro Website like Pro Chat does?)
  • Care
  • Settings
  • Upgrade (what's above Suite Chat? Suite Both? Or no upgrade path?)
  • Social (hidden — confirm)
  • Branding (a dedicated white-label/branding tab, or is it inside Settings?)
  • Other:

YOUR ANSWER:

Q5: Is there an "Upgrade" tab for Suite Chat customers? If so, what does it offer? Options:

  • Upgrade to Suite Both (add voice, $99.95/mo)
  • No upgrade CTA — Suite Chat is top-tier for chat-only
  • Cross-sell to add voice as a separate line item
  • Something else:

YOUR ANSWER:

Section C: Overview Tab​

Q6: Suite Chat Overview — what additional stats/cards appear vs Pro Chat? (e.g., are there Suite-specific analytics like sentiment analysis, congregation engagement score, cross-session visitor tracking?)

YOUR ANSWER:

Q7: "Getting Started" checklist for Suite Chat — how many steps and what are they? Does it include a "Customize your branding" or "Remove ChurchWiseAI badge" step?

YOUR ANSWER:

Section D: White-Label & Branding​

Q8: Removing the "Powered by ChurchWiseAI" badge — where does the pastor do this?

  • A toggle in Settings > Branding
  • A dedicated Branding tab
  • Automatic — Suite Chat removes the badge by default, no action needed
  • Something else:

YOUR ANSWER:

Q9: What custom branding options are available to Suite Chat customers beyond just removing the badge?

YOUR ANSWER (check all that apply):

  • Custom chatbot name (e.g., "Grace Assistant" instead of "ChurchBot")
  • Custom widget colors (primary color, background, text)
  • Custom chatbot avatar/icon upload
  • Custom "powered by" replacement text (e.g., "Powered by Grace Community Church")
  • Custom domain for the care hub page (e.g., care.gracechurch.org)
  • White-label email notifications (from their domain, not @churchwiseai.com)
  • Something else:

YOUR ANSWER:

Q10: Widget color customization — is this a Suite-only feature, or is it also available in Pro Chat? (Current understanding is Pro has more color options than Starter, Suite has full custom. Please confirm the distinction.)

YOUR ANSWER:

Section E: Training Tab​

Q11: Training sub-tabs for Suite Chat — what's available that Pro Chat doesn't have?

YOUR ANSWER (check all that apply):

  • Pastor Pulse
  • Hours
  • Staff & Photos
  • Ministries
  • What to Expect
  • FAQs (same as Pro?)
  • Documents (same as Pro?)
  • Simulator (same as Pro?)
  • Advanced persona customization (beyond what Pro offers)
  • TheoLenses (all 17 — same as Pro, or any Suite-exclusive traditions?)
  • Custom agent name/persona (tied to white-label)
  • Other:

YOUR ANSWER:

Q12: Document upload limit — Pro Chat has a higher limit than Starter. Does Suite Chat have an even higher limit, or is it the same as Pro?

YOUR ANSWER:

Section F: Settings Tab​

Q13: Settings sections for Suite Chat — what appears that Pro Chat doesn't have?

YOUR ANSWER:

Q14: Priority support — Suite Chat includes priority support. Is this visible anywhere in the dashboard UI? Options:

  • A "Priority Support" badge or banner on the dashboard
  • A dedicated support tab or chat widget with faster routing
  • A phone number or direct email for Suite customers
  • Mentioned in Settings > Plan but no dedicated UI element
  • Only visible in the welcome email / documentation

YOUR ANSWER:

Q15: Team member limit for Suite Chat — is it higher than Pro Chat? What's the limit (or is it unlimited)?

YOUR ANSWER:

Section G: Analytics & Reporting​

Q16: Suite Chat analytics — does the suite tier unlock additional analytics that aren't in Pro Chat? Options:

  • Export conversations to CSV
  • Sentiment analysis on conversations
  • Congregation engagement trends over time
  • Visitor journey tracking (repeat visitor recognition)
  • Custom date range for analytics
  • Monthly PDF reports emailed to the pastor
  • API access to analytics data
  • Same analytics as Pro, no additions

YOUR ANSWER:

Section H: Public-Facing Pages​

Q17: The chatbot widget on the church's website for Suite Chat — with white-label active, what does it look like? Does the care hub page URL change? Does any ChurchWiseAI branding remain visible to congregants?

YOUR ANSWER:

Q18: If a Suite Chat customer uses a custom chatbot name (e.g., "Grace Assistant"), does that name appear everywhere ChurchWiseAI branding was — widget header, email notifications to pastor, care hub page title?

YOUR ANSWER:

Section I: Lifecycle​

Q19: Trial ending emails for Suite Chat — same template as Starter/Pro with plan name swapped in? Or is there a Suite-specific version that emphasizes white-label features they'll lose?

YOUR ANSWER:

Q20: When a Suite Chat customer downgrades (e.g., to Pro Chat) — what happens to their white-label settings? Does the "Powered by ChurchWiseAI" badge reappear automatically? Is there a warning shown before they confirm downgrade?

YOUR ANSWER:

Additional Notes​

Anything else that Suite Chat should do differently that isn't covered above:

YOUR NOTES: