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Pro Both — Expected Output Spec

Status: COMPLETE -- All 62 touchpoints specified. Derived from Pro Chat spec, Starter Both spec, and Starter Voice spec patterns. Ready for Playwright test generation. Tier: Pro | Channel: Both (Voice + Chat) | Price: $119.95/mo + $49.95 setup fee (saves $14.95/mo vs separate) | Trial: None

How to Read This Spec​

This spec combines Pro Chat features with voice channel features. Where touchpoints are identical to the Pro+Suite Chat spec or Starter Both spec, cross-references are used. Only deltas are described in detail.

User State Definition​

FieldValue
Planpro_both
Channelboth
Statusactive (no trial)
chatbot_enabledtrue
care_enabledtrue
VoiceINCLUDED -- Calls tab visible, phone number assigned
AgentsChatbot: 4 agents (Care, Coordinator, Discipleship, Stewardship). Voice: 2 agents (Care + Coordinator only -- Discipleship and Stewardship are chatbot-only)
Tools35 (Pro tier) -- combined voice + chat marketing number; voice agent tools are NOT tier-gated in current implementation
Monthly message limit500 LLM-generated responses (chat)
Max tokens per response600
Tool-use rounds5
FAQ managementINCLUDED -- 50 FAQ limit
Document uploadINCLUDED -- 5 document limit
Analytics dashboardINCLUDED -- 7d + 30d filters
Embed widgetINCLUDED with color customization
Widget customizationINCLUDED
Training simulatorINCLUDED -- 6 test paths
Local resources configINCLUDED
Social managementINCLUDED
Theological lensFull TheoLenses -- all 17 traditions
Remove branding badgeNOT included (Suite only)
MarketplaceNOT included (Suite only)
Custom agentsNOT included (Suite only)
Unlimited docsNOT included (Suite only -- capped at 5)
API accessNOT included (Suite only, not yet built)
Advanced analyticsNOT included (Suite only -- 30-day cap, no CSV)
PewSearch bonusPremium Listing (free, optional, via Website tab)
Annual billingNOT available (bundles are monthly only)

A. Discovery Paths (Touchpoints 1--10)​

Touchpoint 1: Homepage​

Same as Starter Chat Touchpoint 1. Homepage is plan-agnostic.

Founder Decision: [x] Approved​

Touchpoint 2: Pricing Page​

Same as Pro+Suite Chat Touchpoint 2, with bundle-specific details:

  • Channel toggle: "Both" selected
  • Annual/Monthly toggle DISAPPEARS (no annual for bundles)
  • Pro Both card: $119.95/mo with "Saves $14.95/mo vs separate" callout
  • Pro highlighted as "Most Popular"
  • No trial messaging -- immediate charge

CTA -> Destination:​

  • "Get Started" on Pro Both -> /onboard?plan=pro_both

Founder Decision: [x] Approved​

Touchpoints 3--10​

Same patterns as other specs. ?plan=pro_both pre-selects Pro Both.

Founder Decision: [x] Approved​

B. Pre-Purchase Journey (Touchpoints 11--16)​

Touchpoint 11: Landing / Entry Point​

URL: https://churchwiseai.com/onboard?plan=pro_both

  • Plan pre-selected: "Pro (Voice + Chat) -- $119.95/mo"
  • No trial messaging: "Your card will be charged $119.95 today. Cancel anytime."
  • No annual toggle
  • "Founder Pricing -- Limited Time" badge

Founder Decision: [x] Approved​

Touchpoint 12: Onboard Step 1 -- Church Info​

Same as Starter Both Touchpoint 12, plus:

  • Church website field (optional -- Pro+ feature for PewSearch conditional logic)
  • Phone provider field (for carrier-specific forwarding instructions)

Founder Decision: [x] Approved​

Touchpoint 13: Post-Checkout PewSearch Bonus Page​

Same as Pro+Suite Chat Touchpoint 13. Pro gets Premium Listing bonus:

  • "One more thing -- a bonus for Pro members"
  • Conditional on church website field
  • "Claim My Free Listing" CTA
  • "Not Right Now" always available
  • No dollar values mentioned

Founder Decision: [x] Approved (Pro Premium Listing bonus)​

Touchpoint 14: Single-Step Onboard Form​

Same as Starter Both Touchpoint 14, plus:

  • Church website field
  • Plan shows $119.95/mo
  • No trial, no annual

Founder Decision: [x] Approved​

Touchpoint 15: Stripe Checkout​

  • Badge: "Pro (Voice + Chat) Plan"
  • No trial badge -- "$119.95 per month"
  • Product name: "ChurchWiseAI Pro (Voice + Chat)"
  • Description: 4 agents, 35 tools, voice + chat
  • "Subscribe" button

Founder Decision: [x] Approved​

Touchpoint 16: Post-Checkout Confirmation​

  • "Welcome to ChurchWiseAI!" with church name
  • Chatbot-first: "Your chatbot is live! Start sharing it now."
  • Voice provisioning: "We're setting up your voice line -- you'll hear from us within 1 business day."
  • "Go to Your Dashboard" button
  • PewSearch bonus section (Premium Listing offer -- same as Pro Chat)

Founder Decision: [x] Approved​

C. Email Journey (Touchpoints 17--24)​

Touchpoint 17: Pre-Checkout Email -- REMOVE​

No email before checkout. Same as all tiers.

Founder Decision: [x] REJECTED​

Touchpoint 18: Post-Checkout Welcome Email (Email 1 of 2)​

Subject: "Welcome to ChurchWiseAI -- Your Chatbot Is Live!"

Same chatbot-first structure as Starter Both, with Pro content:

  • "Your chatbot is live! While we get your voice line ready..."
  • "6 things to do:"
    1. (On us) Getting your phone line ready
    2. Complete your church profile
    3. Train your agents (add FAQs, upload a document) -- Pro feature
    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 callout: "Don't forget to claim your free Premium Listing!"
    • Conditional on church website (has website vs no website -- same as Pro Chat Touchpoint 18)
  • Plan confirmation: "You're on Pro (Voice + Chat) -- $119.95/mo"

Should NOT See:​

  • Dollar values of PewSearch bonus
  • Voice-only messaging

Founder Decision: [x] Approved​

Touchpoint 18B: Voice Line Live Email (Email 2 of 2)​

Same as Starter Both Touchpoint 18B. Personalized, carrier-specific, celebrates progress.

Founder Decision: [x] Approved​

Touchpoint 18C: PewSearch Bonus Confirmation​

Same as Pro Chat Touchpoint 18B. Premium Listing confirmation email from hello@pewsearch.com if customer opts in.

Founder Decision: [x] Approved​

Touchpoint 19: Stripe Receipt​

Amount: $119.95. No trial. Business name: ChurchWiseAI LTD.

Founder Decision: [x] Approved​

Touchpoints 20--22: Lifecycle Emails​

Combined voice + chat content with Pro-specific features:

  • Day 0: Pro features highlighted (FAQs, embed, 4 agents)
  • Day 2: "Have you shared your chat page and forwarded your phone yet?" + FAQ mention
  • Day 7: Combined stats + embed widget mention

Founder Decision: [x] Approved​

Touchpoint 23: Day 13 Trial Warning -- N/A​

No trial for bundle plans.

Founder Decision: [x] N/A​

Touchpoint 24: Notification Emails​

Combined voice and chat notifications with "(Voice Call)" or "(Chat)" in subject. Same types: prayer requests, visitor contacts, callbacks, care escalations.

Founder Decision: [x] Approved​

D. First Login & Dashboard (Touchpoints 25--29)​

Identical to all other tiers. Token-based auth, loads Overview.

Founder Decision: [x] Approved​

Touchpoint 26: Dashboard Header​

  • "Pro Plan" badge (gold) with "(Voice + Chat)" sub-label
  • "View Chat Page" link
  • "View Care Page" link
  • Phone number display (or "Provisioning...")

Founder Decision: [x] Approved​

Touchpoint 27: Dashboard Tab Navigation​

Should See:​

  • 8 tabs in this order:
    1. Overview
    2. Calls
    3. Requests
    4. Care
    5. Training
    6. Website
    7. Settings
    8. Upgrade (renamed to Subscription in FA-082 Phase 6 — see acceptance/multi-item-self-serve.md for the new self-serve add/remove/resume flows)

Should NOT See:​

  • Social tab (HIDDEN)

Playwright Test Hints:​

  • Assert exactly 8 tabs
  • Assert tab order: Care (position 4) comes BEFORE Training (position 5)
  • Assert NO "Social" tab

Testing Note: Tab buttons may include live count badges (e.g., "Requests 41", "Calls 3"). Selectors should match by role/name prefix or normalize by stripping trailing digits — do not assert exact text like getByText('Requests') if the badge count will cause a mismatch.

Founder Decision: [x] CORRECTED -- Care comes before Training per ALL_TABS order in AdminDashboard.tsx​

Touchpoint 28: Overview Tab​

  • 5 stat cards: Calls, Chat conversations, Prayer requests (combined), Visitor contacts (combined), Callbacks (combined)
  • Conversation Analytics section (Pro feature): top questions, category breakdown, trends
    • 7d and 30d filter options
  • Getting Started checklist (6 + 1 bonus -- see Touchpoint 29)
  • 4 AI Agent cards (chatbot routing): Care, Coordinator, Discipleship, Stewardship -- all active. Note: voice agent uses only 2 of these (Care + Coordinator).

Should NOT See:​

  • CSV export button (Suite only)
  • 90d filter (Suite only)
  • "Upgrade to Pro" messaging (already on Pro)

Founder Decision: [x] Approved​

Touchpoint 29: Getting Started Checklist​

6 numbered items + 1 optional bonus:

  1. (On us) Getting your phone line ready
  2. Complete your church profile
  3. Train your agents (add FAQs, upload a document)
  4. Set your theological lens
  5. Share your chat page or embed on your website
  6. (After line is live) Forward your church phone + test call
  7. Bonus: "Claim your free Premium Listing →" (links to Website tab)

Auto-dismisses after 7 days or all 6 numbered steps complete.

Founder Decision: [x] Approved​

E. Setup Journey (Touchpoints 30--42)​

Touchpoint 30: Training Tab​

Should See:​

  • 7 sub-tabs (Pro unlocks FAQs and Simulator):
    1. Church Knowledge
    2. This Week
    3. FAQs (50 FAQ limit)
    4. Theology (full TheoLenses)
    5. Agents (all 4 agents + voice picker + greeting config + chat personality)
    6. Safety
    7. Simulator (6 chat test paths; voice testing by calling actual number)

Founder Decision: [x] Approved​

Touchpoint 31: Training -- Church Knowledge​

Same as Pro+Suite Chat Touchpoint 31. Includes document upload (5 document limit). Data feeds all agents.

Founder Decision: [x] Approved​

Touchpoint 32: Training -- This Week​

Same as all tiers. Feeds both voice and chat agents.

Founder Decision: [x] Approved​

Touchpoint 33: Training -- FAQs (VISIBLE)​

Same as Pro+Suite Chat Touchpoint 33. 50 FAQ limit. Full editor with categories.

Founder Decision: [x] Approved​

Touchpoint 34: Training -- Theology​

Same as Pro+Suite Chat Touchpoint 34. Full TheoLenses, 17 traditions.

Founder Decision: [x] Approved​

Touchpoint 35: Training -- Agents​

Should See:​

  • 4 agent cards for chatbot routing (all active): Care, Coordinator, Discipleship, Stewardship
  • Each with full personality editor (tone, formality, response length, emoji, custom instructions, suggested questions)
  • Voice-specific controls (apply to the 2 voice agents: Care + Coordinator):
    • Greeting script -- Coordinator-only (Coordinator handles initial call answering; Care Agent has fixed intro "Hi, I'm here with you now...")
    • Voice picker dropdown -- backend voice_id field exists but dashboard UI is NOT YET BUILT
  • Chat-specific controls: Chat personality settings for all 4 agents

Important distinction: Voice agent has 2 agents (Care + Coordinator). Discipleship and Stewardship are chatbot routing agents only -- they do not handle voice calls.

Note: Voice agent tools are NOT tier-gated in current implementation. All voice tools available at all tiers.

Should NOT See:​

  • Custom Agents section (Suite only)
  • "Upgrade to unlock" overlays

Founder Decision: [x] UPDATED -- 4 chatbot agents, but only 2 voice agents (Care + Coordinator); greeting is Coordinator-only; voice picker UI not yet built​

Touchpoint 36: Training -- Safety​

Same as all tiers. Covers both voice and chat escalation protocols.

Founder Decision: [x] Approved​

Touchpoint 37: Training -- Simulator (VISIBLE)​

Same as Pro+Suite Chat Touchpoint 37. 6 test paths for chat. Voice testing by calling actual number.

Founder Decision: [x] Approved​

Touchpoint 38: Removed for Pro​

Training Progress replaced by Simulator as 7th sub-tab at Pro (same as Pro+Suite Chat).

Founder Decision: [x] Approved​

Touchpoint 39: Settings -- Church Profile​

Same as Starter Both Touchpoint 39, plus:

  • Photo upload wizard (when built for Pro+)
  • Phone number display (read-only)
  • Vanity slug for chat page

Founder Decision: [x] Approved​

Touchpoint 40: Settings -- Hours​

Identical across all tiers.

Founder Decision: [x] Approved​

Touchpoint 41: Settings -- Notifications​

Combined voice + chat notifications (same as Starter Both). No tier differences.

Founder Decision: [x] Approved​

Touchpoint 42: Settings -- Integrations​

Same as Pro+Suite Chat Touchpoint 42. PCO and Cal.com fully unlocked at Pro+ (after planIncludesProVoice() bug fix).

Founder Decision: [x] Approved​

Touchpoint 42B: Settings -- Team Management​

Unlimited team members, 9 roles. Same as all tiers.

Founder Decision: [x] Approved​

Touchpoint 42C: Website Tab​

Same as Pro+Suite Chat Touchpoint 42C:

  • "Claim Your Premium Listing" CTA
  • Auto-fills from known church data
  • If already claimed: shows listing URL + "Edit" link
  • No dollar values mentioned

Should NOT See:​

  • Pro Website option (Suite only)
  • Dollar values of the bonus

Founder Decision: [x] Approved​

F. Public-Facing Pages (Touchpoints 43--48)​

Touchpoint 43: Public Chat Page -- Mini-Site​

Same as Pro+Suite Chat Touchpoint 43:

  • Mini-site one-pager with church data
  • Chatbot bubble pre-opened
  • Color customization applied
  • Custom welcome message
  • "Powered by ChurchWiseAI" badge (not removable at Pro)
  • 35 tools available

Founder Decision: [x] Approved​

Touchpoint 44: Public Care Hub Page​

Same as Pro+Suite Chat Touchpoint 44:

  • 4 agent cards (Care, Coordinator, Discipleship, Stewardship)
  • All accessible with "Chat Now" buttons

Founder Decision: [x] Approved​

Touchpoint 45: Care Subscribe Page​

Same as Starter Chat Touchpoint 45. No tier differences.

Founder Decision: [x] Approved​

Touchpoint 46: Agent-Specific Chat Pages​

All 4 agent chat pages functional (same as Pro+Suite Chat Touchpoint 46).

Founder Decision: [x] Approved​

Touchpoint 47: Embed Widget (AVAILABLE)​

Same as Pro+Suite Chat Touchpoint 47:

  • Embed code generator in dashboard
  • Color customization (primary + secondary)
  • Custom welcome message
  • "Powered by ChurchWiseAI" badge (not removable at Pro)

Founder Decision: [x] Approved​

Touchpoint 48: Pro Website (NOT AVAILABLE at Pro -- Suite only)​

Pro gets Premium Listing only, not Pro Website. Pro Website is Suite bonus.

Founder Decision: [x] Approved​

G. Ongoing Dashboard Use (Touchpoints 49--54)​

Touchpoint 49: Calls Tab​

Same as Starter Voice Touchpoint 49. Expandable rows, transcript only, soft delete.

Founder Decision: [x] Approved​

Touchpoint 50: Requests Tab​

Same as Starter Both Touchpoint 50. Merged view with source icons (phone/chat) + filter dropdown.

Founder Decision: [x] Approved​

Touchpoint 51: Care Tab​

Same as Pro+Suite Chat Touchpoint 51. Pro broadcasting limits: 4 broadcasts/mo, 250 recipients max, 1,000 emails/mo cap.

Founder Decision: [x] Approved​

Touchpoint 52: Social Tab (HIDDEN)​

HIDDEN entirely.

Founder Decision: [x] Approved​

Touchpoint 53: Upgrade Tab (renamed to Subscription tab in FA-082 Phase 6)​

FA-082 Phase 6 note: The Upgrade tab has been renamed to Subscription and expanded to support self-serve add/remove/resume product flows. The tab formerly surfaced only upsell comparison cards; it now also shows the customer's current subscription state and lets them manage individual products. See acceptance/multi-item-self-serve.md for the full new spec.

  • Current plan: "Pro (Voice + Chat) -- $119.95/mo"
  • Upgrade to Suite (Voice + Chat): $139.95/mo
  • Feature comparison: Pro (current) vs Suite bundle
  • Suite features: unlimited FAQs/docs, 90d analytics + CSV, badge removal, API access (Coming Soon), 2,000+ conversations, Pro Website bonus
  • No downgrade options shown

Founder Decision: [x] Approved​

Touchpoint 54: Conversation Analytics (Pro feature)​

Embedded in Overview tab (same as Pro+Suite Chat Touchpoint 54):

  • Top questions, category breakdown, trends
  • 7d and 30d filter options
  • No CSV export (Suite only)

Founder Decision: [x] Approved​

H. Lifecycle Events (Touchpoints 55--62)​

Touchpoint 55: Monthly Message Limit (500 -- chat only)​

Same pattern as Starter Both Touchpoint 55 but with Pro limit:

  • Warning at ~450 messages (chat)
  • Voice calls unaffected by chat limit
  • "Did you know? Suite includes 2,000+ messages/month" educational moment

Founder Decision: [x] Approved​

Touchpoint 56: No Trial Period​

Bundle charges immediately. Status: "Active" from day one.

Founder Decision: [x] N/A​

Touchpoint 57: No Trial Warning​

N/A.

Founder Decision: [x] N/A​

Touchpoint 58: Subscription Lapsed​

Both chatbot offline + voice agent stops. Dashboard read-only. Data preserved. PewSearch Premium Listing suspended.

Founder Decision: [x] Approved​

Touchpoint 59: Payment Failed​

Both services stay active during Stripe retry window (~7 days). Amount: $119.95.

Founder Decision: [x] Approved​

Touchpoint 60: Cancellation​

Both services end at billing period end. Cannot split bundle. Phone number held 30 days. PewSearch Premium Listing removed at billing period end. All data preserved.

Founder Decision: [x] Approved​

Touchpoint 61: Upgrade (Pro Both -> Suite Both)​

Immediate unlock:

  • Unlimited FAQs (was 50) + unlimited docs (was 5)
  • 90d analytics + CSV export
  • Badge removal option
  • Custom agents section
  • Increased conversation limit (500 -> 2,000+)
  • Pro Website bonus unlocked in Website tab

Founder Decision: [x] Approved​

Touchpoint 62: Downgrade (Pro Both -> Starter Both)​

Features HIDDEN per "hidden not locked" principle:

  • FAQs, Simulator, Discipleship/Stewardship agents, analytics all disappear
  • Document management hidden
  • Widget customization hidden
  • Website tab hidden (Starter gets no bonus)
  • Tool count drops to 12, message limit drops to 200
  • All data preserved in database
  • Downgrade at end of billing period

Founder Decision: [x] Approved​