Pro + Suite Chat — Expected Output Spec

Status: COMPLETE — All 62 touchpoints specified. Founder decisions applied. Ready for Playwright test generation. Tiers: Pro | Suite | Channel: Chat Price: Pro $34.95/mo ($349.50/yr) | Suite $59.95/mo ($599.50/yr) | Trial: 14 days

How to Read This Spec

Where Pro and Suite behave identically, the spec is written once. Where they differ, inline callouts are used:

Pro only: ...

Suite only: ...

Side-by-side tables are used where differences are numerous.

Where touchpoints are identical to Starter Chat, this spec cross-references the Starter spec and describes only the deltas.

Pro vs. Suite Differences Summary

What	Pro	Suite
Price (monthly)	$34.95/mo	$59.95/mo
Price (annual)	$349.50/yr (save $70)	$599.50/yr (save $120)
Tools	35	39
Agents	4 (Care, Coordinator, Discipleship, Stewardship)	4 + custom agents
Monthly conversations	500	2,000+
FAQs	50 max	Unlimited
Documents	5 max	Unlimited
Analytics	30-day (7d + 30d filters)	90-day + CSV export
Team members	Unlimited	Unlimited
Care broadcasts/mo	4 (max 250 recipients, 1,000 emails/mo cap)	12 (unlimited recipients, 5,000 emails/mo soft cap)
"Powered by ChurchWiseAI" badge	Stays (not removable)	Removable (white-label)
PewSearch bonus	Premium Listing ($9.95 value)	Premium Listing + Pro Website ($19.95 value)
API Access	Not available	Coming Soon (stub only — NOT built; returns 403)
Website tab	"Claim Your Premium Listing" CTA	"Claim Your Premium Listing" + "Set Up Your Pro Website"

User State Definition

Pro Chat

Field	Value
Plan	`pro_chat` (or `pro_chat_annual`)
Channel	`chat`
Status	`preview` (trial) then `active` (paid)
`chatbot_enabled`	`true`
`care_enabled`	`true`
Voice	NOT included — Calls tab HIDDEN, no voice picker, no phone number
Agents	Care + Coordinator + Discipleship + Stewardship (all 4)
Tools	35 (Pro tier)
Monthly message limit	500 LLM-generated responses
Max tokens per response	600
Tool-use rounds	5
FAQ management	INCLUDED — 50 FAQ limit
Document upload	INCLUDED — 5 document limit
Analytics dashboard	INCLUDED — 7d + 30d filters
Embed widget	INCLUDED
Widget customization	INCLUDED
Training simulator	INCLUDED — 6 test paths
Local resources config	INCLUDED
Social management	INCLUDED
Theological lens	Full TheoLenses — all 17 traditions
Remove branding badge	NOT included (Suite only)
Marketplace	NOT included (Suite only)
Custom agents	NOT included (Suite only)
Unlimited docs	NOT included (Suite only — capped at 5)
API access	NOT included (Suite only, and not yet built)
Advanced analytics	NOT included (Suite only — 30-day cap, no CSV)
PewSearch bonus	Premium Listing (free, optional, via Website tab)

Suite Chat

Field	Value
Plan	`suite_chat` (or `suite_chat_annual`)
Channel	`chat`
Status	`preview` (trial) then `active` (paid)
`chatbot_enabled`	`true`
`care_enabled`	`true`
Voice	NOT included — Calls tab HIDDEN, no voice picker, no phone number
Agents	Care + Coordinator + Discipleship + Stewardship + custom agents
Tools	39 (Suite tier)
Monthly message limit	2,000+ LLM-generated responses
Max tokens per response	900
Tool-use rounds	5
FAQ management	INCLUDED — Unlimited
Document upload	INCLUDED — Unlimited
Analytics dashboard	INCLUDED — 7d + 30d + 90d filters + CSV export
Embed widget	INCLUDED
Widget customization	INCLUDED
Training simulator	INCLUDED — 6 test paths
Local resources config	INCLUDED
Social management	INCLUDED
Marketplace	INCLUDED
Custom agents	INCLUDED
Unlimited docs	INCLUDED
Advanced analytics	INCLUDED
Remove branding badge	INCLUDED (white-label)
API access	Coming Soon (stub only — NOT built; returns 403)
PewSearch bonus	Premium Listing + Pro Website (free, optional, via Website tab)

Tier Feature Access (from `tier-config.ts`)

Pro has access to: basic_chatbot, hosted_chat, premium_page, faq_management, document_upload, analytics, embed_widget, widget_customization, theological_lens, training_simulator, local_resources, social_management

Pro does NOT have access to: marketplace, custom_agents, unlimited_docs, api_access, advanced_analytics, remove_badge

Suite has access to everything Pro has, plus: marketplace, custom_agents, unlimited_docs, api_access (stub), advanced_analytics, remove_badge

A. Discovery Paths (Touchpoints 1–10)

Touchpoint 1: Homepage

Same as Starter Chat Touchpoint 1, except:

Bottom CTA reads "Chat from $14.95/mo" (unchanged — Starter is still the entry price)
Pro is highlighted as "Most Popular" in the agent cards section where tier comparisons appear
All copy remains the same — this is a generic marketing page

Founder Decision: [x] Approved (same as Starter; homepage is plan-agnostic)

Touchpoint 2: Pricing Page

URL: https://churchwiseai.com/pricing Component: churchwiseai-web/src/app/pricing/page.tsx, PricingGrid.tsx

Same as Starter Chat Touchpoint 2, with these Pro/Suite-specific details:

Should See:

All improvements from Starter spec: compact navy hero, floating card, channel/billing toggles above the fold, default to "Chat Only"
Pro Chat card highlighted with "Most Popular" badge
Pro Chat card showing $34.95/mo ($349.50/yr annual)
Pro Chat card headline: "Your Full AI Ministry Team" (see BUG below)
Pro Chat card tagline: "35 ministry tools — built for ministry leaders ready to go deeper"
Suite Chat card showing $59.95/mo ($599.50/yr annual)
Suite Chat card headline: corrected copy (see BUG below)
Annual toggle: Pro shows "$349.50/yr (save $70)"; Suite shows "$599.50/yr (save $120)"
Tooltips on all pricing feature line items (rollover explanations in pastor language)
"35 tools" and "39 tools" lines: clicking opens a dialog box listing all tools (too many for a tooltip)
Theological lens line: includes an explanatory link describing the 17 traditions
Small group finder line: tooltip reads "Your chatbot matches visitors to small groups and Bible studies based on what you've entered in your ministry list"
AI Starter Kit line: includes a link or explanation — "What's this?" (see BUG below)
Embed widget shown for ALL tiers including Starter

Should NOT See:

"Full Voice + Care Automation" headline on any Chat-channel card (voice copy on chat card)
"Powered by ChurchWiseAI" badge removal listed on Pro card (Suite only)

BUGS FOUND:

BUG — Pro Chat card headline says "Full Voice + Care Automation" — WRONG for a chat-only channel. Should read "Your Full AI Ministry Team" / "35 ministry tools". REQUIRED FIX.
BUG — Suite Chat card copy wrong for chat section — full audit needed of all pricing card copy per channel (chat/voice/both). REQUIRED FIX.
BUG — AI Starter Kit: no link or explanation — users have no idea what it is. Add a "What's included?" link or tooltip on every card that lists it. REQUIRED FIX.

NEW FEATURE REQUIRED:

Tooltips on ALL pricing feature line items explaining each in pastor language
35-tools / 39-tools dialog box (click to open modal listing all tools — too many for tooltip)
Theological lens link → explains 17 traditions
Embed widget: Available at all tiers including Starter (confirmed — founder Decision #5). Embed widget is listed on all tier pricing cards.

CTA -> Destination:

"Get Started" on Pro Chat card -> /onboard?plan=pro_chat (or pro_chat_annual if annual toggled)
"Get Started" on Suite Chat card -> /onboard?plan=suite_chat (or suite_chat_annual if annual toggled)

Founder Decision: [x] Approved with required bug fixes and new features (pricing card copy audit, tooltips, tools dialog, AI Starter Kit explanation)

Touchpoint 3: Chatbot Product Page

Same as Starter Chat Touchpoint 3 (SEO/organic path), except:

Feature comparison table shows Pro and Suite features correctly
"Get Started" CTA defaults to Pro (most popular) when user clicks from the general chatbot page
Copy accurately reflects Pro/Suite tier capabilities

CTA -> Destination:

"Get Started" -> /onboard?plan=pro_chat
"See All Plans" -> /pricing

Founder Decision: [x] Approved (SEO page; accurate tier copy required)

Touchpoints 4–10: Voice Page, Blog, Denomination SEO, PewSearch, Direct URL, Partner Link

Same as Starter Chat Touchpoints 4–10, with these changes:

Touchpoint 4 (Voice page): Chat-only paths still point to /onboard?plan=pro_chat as a mid-range option
Touchpoint 7 (PewSearch admin upsell): Pro and Suite featured more prominently than Starter for churches with an existing PewSearch presence
Touchpoint 9 (Direct /onboard): ?plan=pro_chat or ?plan=suite_chat params pre-select the correct plan
Touchpoint 10 (Partner link): Same behavior, plan pre-selected from URL param

Founder Decision: [x] Approved (same patterns as Starter, plan params differ)

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

Touchpoint 11: Landing / Entry Point

URL: https://churchwiseai.com/onboard?plan=pro_chat (or suite_chat) Component: churchwiseai-web/src/app/onboard/page.tsx

Same as Starter Chat Touchpoint 11, except:

Plan pre-selected: "Pro Chat — $34.95/mo" or "Suite Chat — $59.95/mo"
Trial callout: "Free for 14 days, then $34.95/mo. Cancel anytime." (or $59.95/mo for Suite)
"Founder Pricing — Limited Time" badge applies to both tiers

Founder Decision: [x] Approved (same design as Starter; plan and price text differ)

Touchpoint 12: Onboard Step 1 — Church Info

URL: https://churchwiseai.com/onboard?plan=pro_chat Component: churchwiseai-web/src/app/onboard/components/OnboardForm.tsx

Same as Starter Chat Touchpoint 12 (full redesign: silent directory match, no "Find Church" step), with one addition:

NEW FIELD — Church Website (optional):

"Church website URL" field — optional, auto-filled from PewSearch data if available, editable
Used for: lead intelligence, PewSearch bonus eligibility check, Pro Website conditional logic
Placeholder: "https://yourchurc.org (optional)"
Helper text: "We use this to pre-fill some setup for you"
The field value controls which PewSearch bonus is offered (see Touchpoint 13)

Plan Selector:

Same 8-plan dropdown as Starter spec
Pro Chat pre-selected; customer CAN change plan
Annual toggle visible for chat plans, hidden for voice/bundle plans (same logic as Starter)
Pro Chat annual: "$349.50/yr (save $70)"
Suite Chat annual: "$599.50/yr (save $120)"

Founder Decision: [x] Approved (add optional Church Website field; pre-fills from PewSearch)

Touchpoint 13: Post-Checkout PewSearch Bonus Page

URL: /onboard/return?session_id=[id] (shown on success page, after checkout) Component: churchwiseai-web/src/app/onboard/return/page.tsx

Note for Starter: This touchpoint is REMOVED for Starter Chat — no PewSearch bonus offered. The post-checkout bonus page is a Pro+ feature only.

For Pro and Suite, a bonus section appears on the success page after checkout:

Pro Chat — Premium Listing Bonus:

Heading: "One more thing — a bonus for Pro members"
If church has a website (from onboard form): "Your plan includes a free Premium Listing on our church directory — it drives directory traffic directly to YOUR site."
- Mission framing: "We want every church reaching their community."
- CTA: "Claim My Free Listing"
If church has no website: "Your plan includes a free Premium Listing on our church directory — a great way for families to find you online."
- CTA: "Claim My Free Listing"
"Not Right Now" always available — zero pressure, do this from the Website tab later

Do NOT mention dollar values of the bonus ("$9.95 value") — this causes price math ("so Pro should be $25 without this?"). Just call it a "free bonus."

Suite Chat — Premium Listing + Pro Website Bonus:

Heading: "Two bonuses included with Suite"
If church has a website: "Your plan includes a free Premium Listing on our church directory — it drives directory traffic directly to YOUR site."
- CTA: "Claim My Listing"
If church has NO website: "Your plan includes a free Pro Website — an instant church page with your chatbot built in. AND a free Premium Listing so families can find you."
- Mission framing: "We want every church reaching their community, website or not."
- CTA: "Set Up My Pro Website" (primary) + "Claim My Listing" (secondary)
"Not Right Now" always available

Do NOT mention dollar values ("$19.95 value") for same reason as Pro above.

Should NOT See:

This page blocking access to the dashboard
A required step feeling — it's a bonus, not a gate
"PewSearch" mentioned by name — use "our church directory"
Dollar values of the bonuses

CTA -> Destination:

"Claim My Listing" / "Set Up My Pro Website" -> initiates PewSearch link flow -> confirms
"Not Right Now" -> skips to "check your email" / dashboard access

Founder Decision: [x] Approved (Pro gets Premium Listing bonus; Suite gets Premium Listing + Pro Website bonus; Starter gets nothing; no dollar values; no pressure)

Touchpoint 14: Single-Step Onboard Form

Same as Starter Chat Touchpoint 14, with these differences:

Church Website field included (see Touchpoint 12)
Plan section shows Pro or Suite price
Annual prices: Pro $349.50/yr (save $70) | Suite $599.50/yr (save $120)
Trial callout reads correct price per plan
Consent, country, captcha — identical to Starter spec

Founder Decision: [x] Approved (same single-step form design; price and plan differ)

Touchpoint 15: Stripe Checkout

Same as Starter Chat Touchpoint 15, except:

Plan summary card: "Setting up [Church Name]" with badge: "Pro Chat Plan" or "Suite Chat Plan"
Trial badge: "14 days free"
"Then $34.95 per month starting [date]" (Pro) or "$59.95 per month" (Suite)
Product name in Stripe: "ChurchWiseAI Pro Chat" or "ChurchWiseAI Suite Chat" (not "CWA" abbreviation)
Product description: accurate for the tier — mentions 4 agents, 35 or 39 tools, chat-only (NO voice mention)

All bugs from Starter spec apply here too: Stripe product names must use "ChurchWiseAI" not "CWA", no voice mention on chat plans, browser back button fix required.

BUG: Same Stripe product name bug applies — "CWA Pro Chat" should be "ChurchWiseAI Pro Chat". REQUIRED FIX.

Founder Decision: [x] Approved with same required bug fixes as Starter (Stripe metadata + back button spinner)

Touchpoint 16: Post-Checkout Confirmation

Same as Starter Chat Touchpoint 16, except:

Success message: "Welcome to ChurchWiseAI!" with church name
Direct dashboard link ("Go to Your Dashboard") — same as Starter
PewSearch bonus section appears here (Pro: Premium Listing; Suite: Premium Listing + Pro Website) — see Touchpoint 13
Email mention is secondary: "We've also sent a link to [email]"

Founder Decision: [x] Approved (direct dashboard link + PewSearch bonus section unique to Pro/Suite)

C. Email Journey (Touchpoints 17–24)

Touchpoint 17: Pre-Checkout Email — REMOVE

Same as Starter Chat Touchpoint 17 — remove entirely. No email sent before Stripe checkout completes. Applies to all tiers.

Founder Decision: [x] REJECTED — Remove pre-checkout email for all tiers. No pay, no play.

Touchpoint 18: Post-Checkout Welcome Email

Trigger: Stripe checkout.session.completed webhook → activateChurch() → sends welcome email via Resend Sender: Resend (ChurchWiseAI <hello@churchwiseai.com>) Component: churchwiseai-web/src/app/api/stripe/webhook/route.ts → churchwiseai-web/src/lib/email.ts

Same structure as Starter Chat Touchpoint 18, with Pro/Suite-specific content:

Should See:

Subject: "Welcome to ChurchWiseAI — [Church Name]"
"Open My Dashboard →" button (magic link to /admin/[token])
"4 things to do in your first 5 minutes:" (Pro/Suite get 4 steps, not 3):
1. Complete your church profile (service times, staff, ministries)
2. Train your chatbot (add FAQs, upload a document)
3. Share your chat page or embed on your website
4. Set your theological lens (17 traditions — pick the one that fits your church)
Optional callout (5th item):

Pro only: "Don't forget to claim your free Premium Listing on our church directory!" Suite only: "Don't forget to claim your free Premium Listing — and set up your Pro Website if you need one!"
This callout is conditional on church website field:
- Has website → "Your plan includes a free Premium Listing on our church directory — it drives directory traffic to YOUR site."
- No website (Suite only) → "Your plan includes a free Pro Website — an instant church page with your chatbot built in."
- Pro with no website: just mention Premium Listing (not Pro Website — that's Suite only)
Mission framing: "We want every church reaching their community, website or not."
Plan confirmation: "You're on Pro Chat — $34.95/mo (first 14 days free)" [or Suite equivalent]
Support: "Questions? Reply to this email."

Should NOT See:

Voice agent setup steps (chat-only plan)
"Premium" in any copy — that's a PewSearch concept, not CWA
Dollar values of bonuses ("$9.95 value", "$19.95 value") — do NOT write these
"Check your email for your link" framing (they already have the link from the success page)
Complex technical documentation

BUG — AI Starter Kit delivery:

The AI Starter Kit email currently only fires for standalone ai_starter_kit one-time purchases — it does NOT fire for plan subscribers. The kit email must fire after any chat plan checkout (Starter, Pro, Suite). REQUIRED FIX.

Founder Decision: [x] Approved with required fixes (tier-aware content; 4+1 steps; conditional PewSearch mention; no dollar values; fix AI Starter Kit delivery)

Touchpoint 18B: PewSearch Bonus Confirmation Emails

Same structure as Starter Chat Touchpoint 18B (Premium Listing confirmation), with Suite addition:

Pro Chat — Premium Listing confirmation:

Same as Starter 18B (if customer opts in)
Subject: "Your church is now listed — [Church Name]"
From: PewSearch <hello@pewsearch.com>

Suite Chat — Premium Listing + Pro Website:

If customer claims Pro Website: additional email from PewSearch confirming Pro Website is live
Subject: "Your Pro Website is live — [Church Name]"
From: PewSearch <hello@pewsearch.com>
Body: link to their Pro Website, next steps for customization

Only sent if customer opted in. "Not Right Now" produces no email.

Founder Decision: [x] Approved (Suite gets additional Pro Website confirmation email if claimed)

Touchpoint 19: Stripe Receipt Email

Identical to Starter Chat Touchpoint 19.

Amount: $34.95 (Pro) or $59.95 (Suite), or annual equivalent
"14-day free trial" note (first charge is 14 days later)
Business name: ChurchWiseAI LTD

Founder Decision: [x] Approved (Stripe-managed, no custom control needed)

Touchpoint 20: MailerLite Welcome Sequence — Day 0

Same as Starter Chat Touchpoint 20 (broken, same required fixes), with tier-aware content:

Email emphasizes Pro/Suite feature depth (4 agents, FAQ management, analytics)
Same timing and trigger rules (post-payment, opt-in required)
Same bug: CWA Trial Nurture automation is DISABLED and needs fixing

Founder Decision: [x] Approved with same required fixes as Starter (move to post-payment, add opt-in, fix content, resolve overlap)

Touchpoint 21: MailerLite Welcome Sequence — Day 2 (Setup Nudge)

Same as Starter Chat Touchpoint 21, except:

CTA mentions FAQs as a Pro+ feature: "You can also add FAQs directly — your chatbot will quote them exactly as written."
Link to Training tab (same destination)

Subject: Have you added your service times yet?

Body: Same as Starter, with added paragraph:

One thing Pro members love: you can add FAQs to your Training tab — and your chatbot will quote them word for word. It's the fastest way to make your chatbot sound exactly like your church.

[Add My Church Info →] (link to dashboard Training tab)

Founder Decision: [x] Approved (same structure; Pro/Suite callout added for FAQ feature)

Touchpoint 22: MailerLite Welcome Sequence — Day 7 (Activation Nudge)

Same as Starter Chat Touchpoint 22, with Pro/Suite additions:

Mentions embed widget: "You can also embed it directly on your church website — grab the code from your dashboard."
Same chat page share prompts

Subject: Your chatbot is ready — share it with your congregation

Touchpoint 23: MailerLite Welcome Sequence — Day 12 (Trial Warning)

Subject: Your free trial ends in 2 days — here's what happens next

Same structure as Starter Touchpoint 23, with tier-specific differences:

Pro Chat copy:

Body excerpt:

Your card on file will be charged $34.95 on {trial_end_date}.

Everything you've set up — FAQs, church info, agent settings, care page — stays exactly as it is.

If you'd like to cancel, no hard feelings. You can manage your subscription anytime:

[Manage My Subscription →] (link to Stripe Customer Portal)

If you're staying — your Pro features include 35 ministry tools, FAQ management, conversation analytics, and an embed widget for your website. It's all there, waiting for your congregation.

P.S. removed for Pro (no downgrade upsell in the P.S. — they're already on a strong plan). Optional: soft Suite mention only.

Suite Chat copy:

Body excerpt:

Your card on file will be charged $59.95 on {trial_end_date}.

Everything stays exactly as it is — unlimited FAQs, unlimited documents, all 4 agents, and 90-day analytics.

[Manage My Subscription →]

P.S.: None (Suite is the top plan — no upsell needed).

Founder Decision: [x] Approved (tier-specific copy; amount and features emphasized correctly; no downgrade to lower plan mentioned in trial warning)

Touchpoint 24: Notification Emails (Ongoing)

Same as Starter Chat Touchpoint 24 (prayer requests, visitor contacts, callbacks, care escalations).

No voice call notifications (chat-only plan)
Same Resend sender, same formatting

Suite only — analytics digest (when built):

Weekly digest email summarizing conversation volume, top questions, care activity
Not yet built — do not reference until implemented

Founder Decision: [x] Approved

Touchpoint 25: Magic Link Click

Identical to Starter Chat Touchpoint 25. Token-based auth, no login form, loads Overview tab.

Founder Decision: [x] Approved

Touchpoint 26: Dashboard Header

Same as Starter Chat Touchpoint 26, except:

"Pro Plan" badge (for Pro) or "Suite Plan" badge (for Suite) — gold colored
Status badge (active/trial/expired)
"View Chat Page" and "View Care Page" links — both present
No voice agent status indicator, no phone number (chat-only)

Playwright Test Hints:

Assert "Pro Plan" badge (or "Suite Plan") is visible with gold styling
Assert "View Chat Page" link is present
Assert "View Care Page" link is present
Assert NO "View Calls" or phone number elements exist
Assert NO PewSearch branding in header

Founder Decision: [x] Approved (Pro or Suite badge replaces Starter; all other header patterns same)

URL: https://churchwiseai.com/admin/[token] Component: Admin dashboard tab bar (from ROLE_TABS in premium-shared.ts)

Should See:

7 tabs total (Pro and Suite both get 7):
1. Overview
2. Requests
3. Care
4. Training (more sub-tabs than Starter — see Touchpoint 30)
5. Website (new for Pro/Suite — manages Premium Listing and/or Pro Website)
6. Settings
7. 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:

Calls tab — HIDDEN entirely (chat-only plan, not locked, not grayed, absent from tab bar)
Social tab — HIDDEN entirely (ShareWiseAI product)
Any grayed-out or locked tab indicators

Playwright Test Hints:

Assert exactly 7 tabs are visible: Overview, Requests, Care, Training, Website, Settings, Upgrade
Assert NO tab with text "Calls" exists in the DOM
Assert NO tab with text "Social" exists in the DOM
Assert tab order matches the list above

Testing Note: Tab buttons may include live count badges (e.g., "Requests 41", "Care 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.

Touchpoint 28: Overview Tab (First View)

URL: https://churchwiseai.com/admin/[token]?tab=overview

Same as Starter Chat Touchpoint 28, with Pro/Suite additions:

Should See (additions to Starter):

5 stat cards: Total conversations, Prayer requests, Visitor contacts, Callbacks, Active care members (same as Starter)
Conversation Analytics section (Pro+ exclusive — HIDDEN for Starter):
- Top questions this week/month
- Category breakdown (visitor inquiries, prayer requests, directional questions, etc.)
- Conversation volume trends
- Visitor insights

Pro: 7d and 30d filter options for analytics section Suite: 7d, 30d, and 90d filter options + CSV export button

Getting Started checklist — 4+1 items (see Touchpoint 29)
4 AI Agent cards: Care, Coordinator, Discipleship, Stewardship — all shown as active with brief descriptions
Share links: chat page and care page URLs

Should NOT See:

Call volume stats or voice metrics
Discipleship or Stewardship agents shown as locked/grayed (they are fully active)
Any "Upgrade to Pro" buttons (already on Pro/Suite — wrong direction)
Upgrade CTAs within the main content area (Upgrade tab is for that)

BUG — chatbot_questions_log never populated:

The "Top Questions" analytics section pulls from chatbot_questions_log. This table is never populated — the chatbot conversation API doesn't write question logs. Analytics section will show empty data for all customers. REQUIRED FIX.

Playwright Test Hints:

Assert 5 stat cards are visible with correct labels
Assert Conversation Analytics section is visible (Pro+)
Assert filter dropdown contains "7 days" and "30 days" options
Assert Suite filter also contains "90 days" option
Assert Suite has CSV export button; Pro does not
Assert 4 agent cards are visible (Care, Coordinator, Discipleship, Stewardship)
Assert NO "Upgrade to Pro" buttons exist on the Overview tab
Assert NO "Calls" or voice metrics section exists

Founder Decision: [x] Approved (Pro/Suite get Conversation Analytics on Overview; 4 agents shown active; BUG: chatbot_questions_log must be populated)

Touchpoint 29: Getting Started Checklist Detail

URL: https://churchwiseai.com/admin/[token]?tab=overview

Same as Starter Touchpoint 29, except checklist has 4 items + 1 optional bonus (not 3):

Complete church profile — link to Settings > Church Profile
Train your chatbot — link to Training tab (with sub-note: "add FAQs, upload a document")
Share your chat page or embed on your website — link/copy button for chat page URL
Set your theological lens — link to Training > Theology (17 traditions)
Optional bonus callout (not a numbered step):

Pro only: "Claim your free Premium Listing on our church directory →" (links to Website tab) Suite only: "Claim your free Premium Listing and set up your Pro Website →" (links to Website tab)

Checkmark indicators for completed steps
Progress bar or completion percentage
Auto-dismisses after all 4 steps complete OR after 7 days from first login (whichever comes first)
The optional bonus callout never blocks dismissal

Should NOT See:

Voice-related steps ("Set up your phone number")
Any "Upgrade" messaging within the checklist (they're already on Pro/Suite)

Playwright Test Hints:

Assert checklist contains exactly 4 numbered items
Assert bonus callout is present but unnumbered (or visually distinct from the 4 steps)
Assert no step text contains "voice", "phone", "call", or "upgrade"
Assert checklist auto-dismisses after 7 days (check localStorage or cookie)
Assert clicking step 4 navigates to Training > Theology

Founder Decision: [x] Approved (4+1 items; Step 4 is theological lens; bonus callout links to Website tab)

E. Setup Journey (Touchpoints 30–42)

Design principle: Pro and Suite have access to ALL chat features. Nothing is hidden or locked from them in the chat channel. The "hidden not locked" principle applies only when DOWNGRADING to Starter. At Pro/Suite, everything is visible and functional.

Touchpoint 30: Training Tab — Overview

URL: https://churchwiseai.com/admin/[token]?tab=training Component: churchwiseai-web/src/app/admin/[token]/components/TrainingTab.tsx

Should See:

7 sub-tabs total (Pro and Suite both get all 7):
1. Church Knowledge
2. This Week
3. FAQs (visible for Pro/Suite — HIDDEN for Starter)
4. Theology
5. Agents
6. Safety
7. Simulator (visible for Pro/Suite — HIDDEN for Starter)
Church Knowledge sub-tab selected by default
All 7 sub-tabs are fully accessible

Should NOT See:

"Training Progress" sub-tab replaced by Simulator (the 7th tab is Simulator, not Training Progress — this is intentional for Pro+)
Any grayed-out or locked sub-tabs
Any "Upgrade" messaging within the Training tab

BUG — Training section headers:

Headers currently say "Voice + Chatbot" for chat-only plans. Should say "Chatbot" only on all chat-channel plans (Starter, Pro, Suite). REQUIRED FIX.

Playwright Test Hints:

Assert exactly 7 sub-tabs: Church Knowledge, This Week, FAQs, Theology, Agents, Safety, Simulator
Assert all 7 sub-tabs are accessible (no disabled states)
Assert NO "Upgrade" buttons or locked overlays within Training tab
Assert Training tab header does NOT contain "Voice +" for chat plans

Founder Decision: [x] Approved (7 sub-tabs; all accessible at Pro/Suite; header bug must be fixed)

Touchpoint 31: Training — Church Knowledge Sub-Tab

Same as Starter Chat Touchpoint 31, plus:

Should See (Pro/Suite additions):

Document upload section (UNLOCKED — was hidden for Starter):
- Upload PDFs, DOC, DOCX files (church constitution, event guides, pastoral resources)
- Document list with name, size, upload date, delete button
Pro: 5 document limit — counter shows "X of 5 documents used" Suite: Unlimited documents — no counter shown
Same church knowledge fields as Starter: church info, what to expect, staff, ministries, events

Should NOT See:

Pro: "Document limit reached" message before hitting 5 docs
Suite: Any document count limit at all

Playwright Test Hints:

Assert document upload section is visible (file input present)
Assert Pro shows document count (e.g., "2 of 5 documents")
Assert Suite shows no document count limit
Assert uploaded document appears in document list
Assert delete button is present on document rows

Founder Decision: [x] Approved (documents UNLOCKED at Pro/Suite; Pro cap = 5, Suite = unlimited)

Touchpoint 32: Training — This Week Sub-Tab

Identical to Starter Chat Touchpoint 32. No tier differences.

Founder Decision: [x] Approved

Touchpoint 33: Training — FAQs Sub-Tab (VISIBLE for Pro/Suite)

URL: https://churchwiseai.com/admin/[token]?tab=training&sub=faqs Component: Training tab FAQs section

Should See:

Full FAQ editor:
- "Add FAQ" button
- FAQ list with question, answer, category, and edit/delete actions
- Category filter dropdown (filter by category to manage large FAQ sets)
- FAQ count indicator
Category options: visitor logistics, church identity, ministries, staff, giving, events, theology, care, etc.

Pro: FAQ count shown as "X of 50 FAQs" — soft warning when approaching 40, hard limit at 50 Suite: No FAQ limit — no counter shown

BUGS FOUND:

BUG — Category filter dropdown broken: Selecting a category shows 0 results regardless of FAQ data. REQUIRED FIX.
BUG — Category labels show raw DB values: Shows visitor_logistics, church_identity instead of "Visitor Logistics", "Church Identity". REQUIRED FIX.

Playwright Test Hints:

Assert FAQs sub-tab is visible in Training navigation
Assert "Add FAQ" button is present and opens editor
Assert FAQ list is visible
Assert category filter dropdown is present and functional (select a category, results update)
Assert category labels are human-readable (not raw DB values)
Assert Pro shows FAQ count with 50 limit
Assert Suite shows no FAQ count limit

Founder Decision: [x] Approved (FAQs VISIBLE and functional at Pro/Suite; both bugs must be fixed; Pro = 50 limit, Suite = unlimited)

Touchpoint 34: Training — Theology Sub-Tab

URL: https://churchwiseai.com/admin/[token]?tab=training&sub=theology

Same as Starter Touchpoint 34 (denomination selector), plus full TheoLenses access:

Should See (Pro/Suite — full TheoLens configuration):

All 17 theological traditions selectable with detailed configuration per tradition:
- Tradition selector (17 options)
- Tradition-specific guidance on how the chatbot should approach theological questions
- Custom theological notes / pastoral guidance area
- Save button
Link to explanation of all 17 traditions (see Bug in Touchpoint 2 — this link must exist on pricing page too)

Starter only got the denomination selector. Pro/Suite get the full TheoLenses configuration panel.

Playwright Test Hints:

Assert 17 traditions are available in the selector
Assert full TheoLens configuration panel is visible (not just a single dropdown)
Assert selecting a tradition and saving persists the value
Assert no "Upgrade" elements are present

Founder Decision: [x] Approved (full TheoLens at Pro/Suite; denomination-only at Starter)

Touchpoint 35: Training — Agents Sub-Tab

URL: https://churchwiseai.com/admin/[token]?tab=training&sub=agents Component: churchwiseai-web/src/components/admin/training/AgentOverviewCard.tsx

Should See:

4 agent cards (all visible and fully active):
1. Care Agent — personality editor (tone, formality, response length, emoji, custom instructions, suggested questions)
2. Coordinator Agent — same personality editor fields
3. Discipleship Agent — same personality editor fields
4. Stewardship Agent — same personality editor fields
All agents shown as active
Descriptions of each agent's capabilities

Suite only: "Custom Agents" section — ability to create additional custom agents (if custom_agents feature is built)

Should NOT See:

Any "Upgrade" overlays or locked agent cards (all 4 are available)
Voice picker dropdown — HIDDEN (chat-only plan)
Voice greeting text editor — HIDDEN (chat-only plan)
Voice settings (speed, pitch, etc.) — HIDDEN (chat-only plan)
"Test Voice" button — HIDDEN (chat-only plan)

Playwright Test Hints:

Assert exactly 4 agent cards are visible (Care, Coordinator, Discipleship, Stewardship)
Assert all 4 cards are expandable with personality editor fields
Assert NO "Upgrade to unlock" overlays exist
Assert NO voice picker dropdown exists
Assert NO voice greeting textarea exists
Assert NO "Test Voice" button exists
Assert Suite: Custom Agents section is visible (if feature is built)

Founder Decision: [x] Approved (all 4 agents visible and active; no voice UI; Suite gets custom agents section)

Touchpoint 36: Training — Safety Sub-Tab

Identical to Starter Chat Touchpoint 36. No tier differences — safety is fully available at all tiers.

Founder Decision: [x] Approved

Touchpoint 37: Training — Simulator Sub-Tab (VISIBLE for Pro/Suite)

URL: https://churchwiseai.com/admin/[token]?tab=training&sub=simulator Component: churchwiseai-web/src/components/admin/SimulatorPanel.tsx

Should See:

6 test conversation paths (pre-built scenarios to test chatbot behavior):
1. First-time visitor asking about service times
2. Prayer request submission
3. Visitor contact capture
4. Theological question (tradition-specific)
5. Callback/pastor contact request
6. Small group inquiry
Each path runs a simulated conversation and shows the chatbot response
Play/replay button for each scenario
Intro/instructions panel before the conversation starts (explains what the simulator does)
Visual distinction between visitor messages and chatbot messages (person icon for visitor, chatbot icon for AI — see BUG below)

BUGS FOUND:

BUG — CSP blocks audio playback: Content Security Policy blocks data: URIs in media-src. Audio playback in Simulator fails silently. REQUIRED FIX.
BUG — Chatbot icon on visitor messages: Visitor messages show the chatbot icon instead of a person icon. REQUIRED FIX.
UX — No intro/instructions: Simulator drops directly into a conversation with no explanation of what it is or how to use it. Needs intro panel. REQUIRED FIX.

Should NOT See:

Voice simulation (chat-only plan)
"Upgrade to Pro" to access (they're already on Pro/Suite)

Playwright Test Hints:

Assert Simulator sub-tab is visible in Training navigation
Assert 6 test paths are listed
Assert clicking a path starts a simulated conversation
Assert intro/instructions panel is shown before conversation (after fix)
Assert visitor messages use person icon, not chatbot icon (after fix)
Assert audio plays without CSP error (after fix)

Founder Decision: [x] Approved (Simulator VISIBLE and functional at Pro/Suite; all 3 bugs must be fixed)

Touchpoint 38: (Removed from Pro/Suite — replaced by Simulator as 7th sub-tab)

The "Training Progress" sub-tab from Starter (Touchpoint 38) is replaced at Pro/Suite by the Simulator as the 7th sub-tab. Pro/Suite customers do not see a "Training Progress" sub-tab.

If Training Progress is still needed for Pro/Suite, it should be integrated into the Overview tab stats or a dashboard card — not a separate Training sub-tab competing with Simulator.

Founder Decision: [x] Approved (Training Progress removed from Pro/Suite Training sub-tabs; Simulator takes the 7th slot)

Touchpoint 39: Settings — Church Profile Sub-Tab

Same as Starter Chat Touchpoint 39, with one addition:

Pro/Suite may have a photo setup wizard (described as a Pro feature in Starter spec — hero photo URL is just a text field for Starter, but a proper wizard for Pro+):

Should See:

Church name, description, vanity slug fields — same as Starter
Photo upload wizard (if built for Pro+) — multi-step photo setup (church exterior, interior, congregation photos) pulling from PewSearch data or manual upload
Until the photo wizard is built: hero photo URL is still a text field (same as Starter)

Founder Decision: [x] Approved (photo wizard is a Pro feature when built; until then, same as Starter)

Touchpoint 40: Settings — Hours Sub-Tab

Identical to Starter Chat Touchpoint 40. No tier differences.

Founder Decision: [x] Approved

Touchpoint 41: Settings — Notifications Sub-Tab

Same as Starter Chat Touchpoint 41.

Suite only — Analytics digest (when built):

Weekly analytics digest email option (on/off toggle)
Not yet built — do not surface until implemented

Founder Decision: [x] Approved (same as Starter; Suite analytics digest added when built)

Touchpoint 42: Settings — Integrations Sub-Tab

URL: https://churchwiseai.com/admin/[token]?tab=settings&sub=integrations

Same as Starter Touchpoint 42 (Cal.com, Planning Center, giving URL), plus unlocked integrations for Pro+:

Should See (Pro/Suite additions — UNLOCKED):

Planning Center Online (PCO) integration — fully unlocked for Pro+ (was wrongly gated to voice-only via planIncludesProVoice())
Cal.com scheduling link — same as Starter
Giving URL — same as Starter

BUG — PCO and Cal.com wrongly gated to voice-only:

Current code uses planIncludesProVoice() to gate PCO and Cal.com integrations. These should be available for Pro Chat and above, not voice-only plans. REQUIRED FIX — change gating from planIncludesProVoice() to planIsPro() or equivalent.

Should NOT See:

"Upgrade" messaging on integration cards (Pro/Suite have full access)
PCO or Cal.com locked for chat-only Pro/Suite plans (after bug fix)

Playwright Test Hints:

Assert PCO integration section is fully unlocked and functional for Pro Chat
Assert Cal.com field is editable
Assert giving URL field is editable
Assert NO "Upgrade" elements exist on integrations page

Founder Decision: [x] Approved (PCO + Cal.com UNLOCKED for Pro+; bug in `planIncludesProVoice()` must be fixed)

Touchpoint 42B: Settings — Team Management Sub-Tab

Same as Starter Chat Touchpoint 42B, with no limit on team members (Starter has 3-member soft limit; Pro/Suite are unlimited):

Should See:

Unlimited team member capacity
All 9 roles available (same as Starter — all tiers get all 9 roles): admin, office_admin, prayer_team, care_team, treasurer, volunteer_coordinator, worship_leader, spiritual_leader, care_leader
Same member management UI: add, edit, remove, share link generation

Playwright Test Hints:

Assert team management section is visible
Assert "Add Team Member" button is present
Assert role dropdown contains 9 roles
Assert NO team member count limit is displayed

Founder Decision: [x] Approved (unlimited team members for Pro/Suite; same 9 roles as Starter)

Touchpoint 42C: Website Tab (NEW — Pro/Suite only)

URL: https://churchwiseai.com/admin/[token]?tab=website Component: Admin Website tab (new component — not present in Starter)

This tab manages the PewSearch bonus included with Pro and Suite plans.

Pro Chat — Should See:

Tab heading: "Your Included Bonus"
Section: "Free Premium Listing"
- Brief explanation: "Your Pro plan includes a free premium listing on our church directory — families searching for a church in [city] can find you there."
- "Claim Your Premium Listing" CTA — one-button setup:
  - Auto-fills from known church data (name, address, denomination from PewSearch match)
  - "Is this your church?" confirmation step
  - After claiming: shows link to their PewSearch listing
- If already claimed: shows listing URL + "Edit your listing" link
- If church already pays $9.95/mo for PewSearch Premium Page: show notice "Your plan includes this free — we've notified you to avoid double billing."

Suite Chat — Should See:

Section: "Free Premium Listing" — same as Pro above
Section: "Free Pro Website" (additional):
- Explanation: "Your Suite plan includes a free Pro Website — a full church page with your chatbot built in, hosted on our directory."
- Available if church has NO existing website (conditional logic from onboard form)
- "Set Up Your Pro Website" CTA
- After setup: shows Pro Website URL + template/theme management
If church has their own website: "You already have a website! Your Premium Listing will drive directory traffic to it instead."

BUG — Website tab shows wrong content:

Currently shows "Pro Website Included" for ALL Pro+ plans. Needs to differentiate:

Pro → Premium Listing only
Suite → Premium Listing + Pro Website option

REQUIRED FIX.

Implementation note:

No separate Stripe product/subscription for the PewSearch bonus. The tier config determines access. canAccess('pro_chat', 'premium_listing') returns true. Cancelling Pro Chat removes access automatically. No orphaned subscriptions.

Should NOT See:

Dollar values of the bonus ("$9.95 value", "$19.95 value") — see no-dollar-values rule
"PewSearch" mentioned prominently — use "our church directory" or "church directory"
A required setup step — this tab is optional, always skippable

Playwright Test Hints:

Assert Website tab is visible in tab bar for Pro and Suite plans
Assert Website tab is NOT visible for Starter plans
Assert Pro Website tab shows only "Claim Your Premium Listing" CTA (no Pro Website section)
Assert Suite Website tab shows both "Claim Your Premium Listing" AND "Set Up Your Pro Website" sections
Assert "Claim" CTA leads to confirmation step
Assert post-claim state shows listing URL

Founder Decision: [x] Approved (Website tab is Pro/Suite exclusive; Pro = Premium Listing; Suite = Premium Listing + Pro Website; no dollar values; no Stripe product; BUG must be fixed)

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

Touchpoint 43: Public Chat Page — Redesigned as Mini-Site

URL: https://churchwiseai.com/chat/[slug] Component: churchwiseai-web/src/app/chat/[slug]/page.tsx, ChatInterface.tsx

Note: The chat page is being redesigned from a bare full-screen chat interface to a mini-site — an auto-generated one-pager using all known church data (name, service times, staff, ministries, what to expect, photos from PewSearch), with a chatbot bubble in the corner that is already popped open.

All tiers get the mini-site. Tier differences are in the depth of content and customization:

Starter:

Auto-generated template with basic church data
ChurchWiseAI branding and color scheme
Basic embed (no customization)
"Powered by ChurchWiseAI" badge (not removable)

Pro:

Pulls Pro Website content/photos from PewSearch (if claimed)
Color customization — primary and secondary color pickers
Custom welcome message — pastor can write the opening message
"Powered by ChurchWiseAI" badge (not removable)

Suite:

Everything Pro has
Remove badge — "Powered by ChurchWiseAI" removable (white-label)
Full white-label: church name and colors only, no ChurchWiseAI references unless desired

Should See (Pro/Suite):

Mini-site one-pager with church data
Chatbot bubble in the corner, pre-opened
Service times, staff preview, "What to expect" section
Photos (if available from PewSearch Pro Website)
Suggested questions (4 initial prompts)
Pro/Suite: Color customization applied
Pro/Suite: Custom welcome message
Suite: Option to remove "Powered by ChurchWiseAI" badge (controlled from Settings or Training > Agents)

Should NOT See:

Voice call button (chat-only)
Admin controls or edit buttons visible to visitors
"Powered by ChurchWiseAI" removal option for Pro (Suite only)

Playwright Test Hints:

Assert chat page loads with church name and mini-site layout (not bare full-screen chat)
Assert chatbot bubble is visible and pre-opened
Assert 4 suggested question buttons are visible
Assert "Powered by ChurchWiseAI" badge is visible for Pro
Assert Suite can have badge hidden (when remove_badge feature is enabled)
Assert color customization is applied from settings
Assert custom welcome message appears if set

Founder Decision: [x] Approved (mini-site design for all tiers; Pro adds color + welcome message; Suite adds badge removal; no full-screen URL until someone asks)

Touchpoint 44: Public Care Hub Page

Same as Starter Chat Touchpoint 44, with Pro/Suite additions:

Should See (Pro/Suite additions):

4 agent cards (all 4 agents visible):
1. Care Agent — "Chat Now" button
2. Coordinator Agent — "Chat Now" button
3. Discipleship Agent — "Chat Now" button
4. Stewardship Agent — "Chat Now" button
All 4 agents accessible to congregation members
"Powered by ChurchWiseAI" badge (removable at Suite)

Should NOT See:

Voice call option
Admin controls
Locked/coming soon agent placeholders

Playwright Test Hints:

Assert exactly 4 agent cards are visible on care hub page
Assert all 4 "Chat Now" buttons are present and clickable
Assert /care/[slug]/discipleship loads a functional chat with Discipleship Agent greeting
Assert /care/[slug]/stewardship loads a functional chat with Stewardship Agent greeting

Founder Decision: [x] Approved (all 4 agents visible on care hub for Pro/Suite)

Identical to Starter Chat Touchpoint 45. No tier differences for the public subscribe page.

Founder Decision: [x] Approved

Touchpoint 46: Agent-Specific Chat Pages

Same as Starter, but ALL 4 agent chat pages are functional:

/care/[slug]/care — Care Agent (same as Starter)
/care/[slug]/coordinator — Coordinator Agent (same as Starter)
/care/[slug]/discipleship — Discipleship Agent (HIDDEN at Starter, VISIBLE at Pro/Suite)
/care/[slug]/stewardship — Stewardship Agent (HIDDEN at Starter, VISIBLE at Pro/Suite)

Playwright Test Hints:

Assert all 4 agent chat paths load functional chats
Assert each agent has the correct persona greeting (distinct from other agents)
Assert "Powered by ChurchWiseAI" badge is visible (removable at Suite)

Founder Decision: [x] Approved (all 4 agents accessible via care hub for Pro/Suite)

URL: Embed widget code generated in dashboard Settings or Training > embed section Component: tier-config.ts gates embed_widget feature — UNLOCKED for Pro/Suite

Note: Embed widget is available at ALL tiers including Starter (confirmed — founder Decision #5). Pro/Suite get color customization and welcome message options that Starter does not.

All tiers (including Starter):

Paste script tag, get chat bubble on their website
Basic embed (no color customization, no custom welcome message at Starter)
"Powered by ChurchWiseAI" badge visible

Pro:

Color customization of widget (primary and secondary color pickers)
Custom welcome message in the widget
"Powered by ChurchWiseAI" badge stays

Suite:

Everything Pro has
Remove badge — option to remove "Powered by ChurchWiseAI" from widget (white-label)

Dashboard location:

Embed code generator is accessible for all tiers (moved from Pro+ only)
Pro/Suite additionally show color customization controls

Playwright Test Hints:

Assert embed code snippet is visible in dashboard for Pro/Suite
Assert color customization controls are present for Pro/Suite
Assert Suite has badge removal toggle
Assert embed code contains correct script with church slug

Founder Decision: [x] Approved (embed available at all tiers; Pro adds color + welcome message; Suite adds badge removal)

Touchpoint 48: Pro Website / Premium Listing (via Website Tab)

For Pro and Suite, the Website tab (Touchpoint 42C) manages Premium Listing and/or Pro Website access. The public-facing outputs are:

Premium Listing (Pro + Suite): https://pewsearch.com/churches/[slug] — church directory page with premium styling

Pro Website (Suite only): https://pewsearch.com/[slug] or similar — standalone church page with chatbot embedded

These pages are PewSearch-hosted but managed from the ChurchWiseAI admin Website tab.

Founder Decision: [x] Approved (Website tab manages these; cancellation removes access via tier config check)

G. Ongoing Dashboard Use (Touchpoints 49–54)

Design principle: Pro and Suite dashboards are clean and functional — no locked states, no upsell buttons scattered around content. The Upgrade tab is the single place for plan comparison and voice cross-sell.

Touchpoint 49: Calls Tab (HIDDEN)

Identical to Starter Chat Touchpoint 49 — tab is HIDDEN for all chat-only plans (Starter, Pro, Suite).

Founder Decision: [x] Approved (HIDDEN entirely for chat-only plans, regardless of tier)

Touchpoint 50: Requests Tab

Identical to Starter Chat Touchpoint 50 (prayer requests, visitor contacts, callbacks). No tier differences on the Requests tab itself.

Founder Decision: [x] Approved

Touchpoint 51: Care Tab

Same as Starter Chat Touchpoint 51, with Pro/Suite-specific broadcasting limits:

Care Broadcasting Limits:

	Starter	Pro	Suite
Broadcasts/mo	2	4	12
Max recipients	50	250	Unlimited
Emails/mo cap	100	1,000	5,000 (soft cap)
SMS	Coming Soon	Coming Soon	Coming Soon

Note: Broadcasting is currently disabled system-wide. When re-enabled, these limits apply. The Care tab UI shows the composer but the send button is disabled until broadcasting is re-enabled.

Should See:

Same care tab layout as Starter: toggle, share link, QR code, member list, broadcast section
Pro/Suite: Broadcast limit indicator when broadcasting is enabled ("3 of 4 broadcasts used this month")
Suite: No recipient count shown (unlimited)

Playwright Test Hints:

Assert Care tab loads with same structure as Starter
Assert broadcast limit is displayed for Pro ("X of 4 broadcasts")
Assert Suite does not show a recipient limit
Assert QR code is generated and visible
Assert member list is visible and paginated

Founder Decision: [x] Approved (Pro = 4 broadcasts/250 recipients; Suite = 12 broadcasts/unlimited recipients; same tab structure)

Identical to Starter Chat Touchpoint 52 — HIDDEN for all chat-only plans. ShareWiseAI product.

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.

URL: https://churchwiseai.com/admin/[token]?tab=upgrade

Pro Chat — Should See:

Current plan display: "Pro Chat — $34.95/mo" with status badge
Upgrade options: Suite Chat only (no downgrade to Starter shown)
Feature comparison: Pro (current, highlighted) vs. Suite
Suite-exclusive features highlighted: unlimited FAQs, unlimited docs, 90-day analytics, CSV export, badge removal, API access (coming soon), 2,000+ conversations/mo
Voice cross-sell card below the tier comparison (separate from chat plan comparison):
- "Ready to add a phone line?" — card showing Voice Agent and Bundle pricing
- "Starter Voice $49.95/mo | Pro Voice $99.95/mo | Bundle from $54.95/mo"
- Soft CTA: "See Voice Plans →" -> /pricing?channel=voice
Hide voice features from main comparison chart — the tier comparison is chat-only; voice is a separate cross-sell

Suite Chat — Should See:

Current plan display: "Suite Chat — $59.95/mo" with status badge
"You're on our best plan" message (no upgrade option within chat)
Voice cross-sell card — same as Pro: "Ready to add a phone line?"
No tier comparison table (no higher chat tier to compare against)

Should NOT See:

Downgrade options (don't offer to go back to lower tier)
Pro chat: lower tiers (Starter) in comparison — only show current (Pro) + Suite
Suite chat: any other chat tier comparisons

Note — API Access:

Suite plan shows api_access as a feature, but it is NOT built. The stub returns 403. Either remove "API Access" from the Suite feature list on the pricing card and Upgrade tab, OR mark it clearly as "Coming Soon." Do NOT show it as an active feature.

Playwright Test Hints:

Assert Pro: current plan "Pro Chat" is displayed with correct price
Assert Pro: Suite upgrade option is present
Assert Pro: NO Starter option or downgrade option exists
Assert Suite: "You're on our best plan" message is shown
Assert Suite: NO other tier comparison table exists
Assert both Pro and Suite: voice cross-sell card is visible below tier comparison
Assert voice cross-sell CTA links to /pricing?channel=voice or equivalent
Assert API Access is NOT shown as an active feature (either hidden or marked "Coming Soon")

Founder Decision: [x] Approved (Pro shows Suite upgrade + voice cross-sell; Suite shows "best plan" + voice cross-sell; API Access = Coming Soon stub, must be labeled clearly)

Touchpoint 54: Analytics — Conversation Analytics Section (Pro/Suite)

URL: https://churchwiseai.com/admin/[token]?tab=overview (embedded in Overview tab)

Analytics is NOT a separate tab for Pro/Suite. It is a section on the Overview tab (per interview decisions — 7 tabs total, no Analytics tab added).

Should See:

Conversation Analytics section on Overview:
- Top questions asked this week/month (from chatbot_questions_log)
- Category breakdown (visitor inquiries, prayer requests, directional, etc.)
- Conversation volume trends chart
- Visitor insights summary
- Filter dropdown

Pro: 7d and 30d filter options Suite: 7d, 30d, and 90d filter options + CSV export button

BUG — chatbot_questions_log never populated:

This table receives no writes from the chatbot conversation API. "Top Questions" will always be empty. REQUIRED FIX — chatbot API must log questions to this table.

Should NOT See:

A separate "Analytics" tab in the tab bar (not how this is implemented)
Pro: 90d filter or CSV export (Suite only)
Suite: any cap on analytics history

Playwright Test Hints:

Assert Conversation Analytics section is visible on Overview tab (not a separate tab)
Assert Pro: filter options are "7 days" and "30 days" only
Assert Suite: filter options include "90 days"; CSV export button is present
Assert section shows a message or empty state (not a crash) when chatbot_questions_log is empty

Founder Decision: [x] Approved (analytics embedded in Overview; Pro = 30d max; Suite = 90d + CSV; chatbot_questions_log bug must be fixed)

H. Lifecycle Events (Touchpoints 55–62)

Touchpoint 55: Monthly Message Limit

Same pattern as Starter Chat Touchpoint 55, with different limits:

Pro: Warning at ~90% (450 messages), limit at 500 Suite: Warning at ~90% (1,800 messages), limit at 2,000

Warning dashboard message:

Pro: "Your chatbot has used 450 of 500 messages this month" Suite: "Your chatbot has used 1,800 of 2,000 messages this month"

Limit reached — visitor message: Same as Starter: friendly non-technical message with church contact info. Does NOT say "upgrade" to visitors.

Dashboard limit reached:

Pro: subtle "Did you know? Suite includes 2,000+ messages/month" — link to Upgrade tab
Suite: No upsell (they're on the top plan) — just reset date

Staff email notification: Same trigger pattern as Starter, with correct limits.

Founder Decision: [x] Approved (Pro = 500 limit; Suite = 2,000+ limit; same graceful handling as Starter)

Touchpoint 56: Trial Period Active (Days 1–14)

Same as Starter Chat Touchpoint 56.

"Trial" status badge in header
Trial days remaining indicator
Full access to all Pro (or Suite) features during trial
No reduced functionality during trial

Founder Decision: [x] Approved (same trial UX; full Pro/Suite access during trial)

Touchpoint 57: Trial Expiring (Day 12 — dashboard + email)

Same as Starter Chat Touchpoint 57, with tier-specific amounts:

Dashboard amber banner: "Your free trial ends in 2 days — your card will be charged $34.95 on [date]" (Pro) or $59.95 (Suite)
Email: Day 12 MailerLite sequence with correct amount
No P.S. upsell for Pro (they're already on a strong plan) — optional soft Suite mention only
No P.S. at all for Suite (top plan)

Founder Decision: [x] Approved (same warning pattern; tier-specific amounts; no downgrade upsell in warning)

Touchpoint 58: Trial Expired / Subscription Lapsed

Same as Starter Chat Touchpoint 58 (dashboard read-only, chatbot offline, data preserved).

Pro/Suite additions on expiry:

PewSearch Premium Listing is suspended (access removed by tier config check — no separate Stripe product to cancel)
Suite Pro Website is suspended (same mechanism)
When reactivating: access to listing/website restores automatically

Founder Decision: [x] Approved (same expired state; PewSearch bonuses suspended via tier config; auto-restore on reactivation)

Touchpoint 59: Payment Failed

Identical to Starter Chat Touchpoint 59 (Stripe retry window, past_due banner, chatbot stays active during retry period).

Amount in email: $34.95 (Pro) or $59.95 (Suite)
Same grace period behavior (Stripe Smart Retries, ~7 days)

Founder Decision: [x] Approved

Touchpoint 60: Cancellation

Same as Starter Chat Touchpoint 60, with Pro/Suite-specific handling:

Access ends when billing period ends (Stripe native behavior IS the grace period — no custom code)
PewSearch Premium Listing: Removed automatically when billing period ends (tier config check returns false after cancellation)
Suite Pro Website: Same — removed when billing period ends
No grace period beyond billing period end (Stripe's built-in behavior)
All data preserved indefinitely (FAQs, documents, analytics, care members, agent configs)
Dashboard enters read-only mode after billing period ends

Should NOT See:

Immediate feature removal on cancellation (runs until billing period ends)
Data deletion
Guilt-trip messaging

Playwright Test Hints:

Assert "Cancelled" status badge after cancellation
Assert all Pro/Suite features remain accessible until billing period end date
Assert Website tab shows "Your listing will be removed on [date]" warning
Assert after billing period: Website tab shows removal notice; listing link is dead
Assert all FAQ/document data is preserved (visible in read-only mode)

Founder Decision: [x] Approved (access ends at billing period end; PewSearch bonuses removed via tier config; all data preserved)

Touchpoint 61: Upgrade (Pro -> Suite, or external -> Pro/Suite)

Same as Starter Chat Touchpoint 61 (immediate feature unlock, no re-setup, no downtime), with Pro/Suite specifics:

Pro -> Suite upgrade unlocks:

Unlimited FAQs (was 50)
Unlimited documents (was 5)
90-day analytics + CSV export (was 30-day)
Remove badge option (new)
Custom agents section (new)
Marketplace access (new)
Increased conversation limit (500 -> 2,000+)
Suite Website tab options (Premium Listing + Pro Website; was Premium Listing only)
API Access stub (returns 403 — visible but non-functional until built)

Upgrade confirmation email: Highlights Suite-specific features unlocked.

Playwright Test Hints:

Assert Suite plan badge appears after upgrade
Assert FAQ count limit is removed (no "X of 50" counter)
Assert document count limit is removed
Assert 90d analytics filter appears
Assert CSV export button appears
Assert badge removal option appears in widget settings
Assert all existing FAQs, documents, and data are preserved

Founder Decision: [x] Approved (immediate unlock; all Pro data preserved through Suite upgrade)

Touchpoint 62: Downgrade (Pro/Suite -> Starter)

Same as Starter Chat Touchpoint 62, with Pro/Suite-specific feature hiding:

On downgrade to Starter, these features are HIDDEN (not deleted):

FAQs sub-tab disappears from Training (FAQ data preserved in database)
Simulator sub-tab disappears from Training
Discipleship Agent card disappears from Training > Agents (agent config preserved)
Stewardship Agent card disappears from Training > Agents (agent config preserved)
Conversation Analytics section disappears from Overview (analytics data preserved)
Embed widget customization disappears (basic embed still works at Starter)
Document management section disappears (documents preserved in storage)
Website tab disappears (PewSearch bonus removed via tier config)
Plan badge reverts to "Starter" with reduced messaging limit (200)
Tool count reverts to 12

"Your data is preserved" message on the Upgrade tab: "All your FAQs, documents, and analytics from your Pro plan are safely stored. Upgrade anytime to restore full access."

PewSearch bonus:

Premium Listing is suspended (tier config no longer grants access)
Suite Pro Website is suspended
Note on Website tab (if they visit post-downgrade): "Your premium listing was removed when you changed plans. Upgrade to Pro or Suite to restore it."

Downgrade takes effect at end of billing period (full Pro/Suite access until then).

Playwright Test Hints:

Assert plan badge shows "Starter" after downgrade takes effect
Assert tab bar shows 6 tabs (no Website tab)
Assert Training tab shows 6 sub-tabs (no FAQs, no Simulator)
Assert Training > Agents shows 2 agents (Care + Coordinator only)
Assert Conversation Analytics section is gone from Overview
Assert Upgrade tab mentions preserved data
Assert public chatbot still works with Starter-tier limits

Founder Decision: [x] Approved (features HIDDEN not locked on downgrade; all data preserved; clean Starter dashboard; PewSearch bonus suspended)

Summary Table: Feature Visibility Matrix

Principle: HIDDEN means the element does not exist in the UI at all. VISIBLE means the customer can see and use it. The Upgrade tab is the single discovery point for higher-tier features or the voice cross-sell.

Feature	Pro Chat	Suite Chat	Notes
Dashboard Tabs (7 total)
Overview	VISIBLE	VISIBLE	Analytics section included
Calls	HIDDEN	HIDDEN	Chat-only plans
Requests	VISIBLE	VISIBLE	Prayer, visitor, callback
Care	VISIBLE	VISIBLE	4/250 broadcasts
Training	VISIBLE	VISIBLE	7 sub-tabs
Website	VISIBLE	VISIBLE	Premium Listing (Pro); + Pro Website (Suite)
Social	HIDDEN	HIDDEN	ShareWiseAI product
Settings	VISIBLE	VISIBLE	Full access
Upgrade	VISIBLE	VISIBLE	Pro: Suite upgrade + voice cross-sell; Suite: voice cross-sell only

Training Sub-Tabs (7 total)
Church Knowledge	VISIBLE	VISIBLE	Includes document upload
This Week	VISIBLE	VISIBLE	Full access
FAQs	VISIBLE (50 max)	VISIBLE (unlimited)	—
Theology	VISIBLE	VISIBLE	Full TheoLens (17 traditions)
Agents	VISIBLE	VISIBLE	All 4 agents + Suite: custom agents
Safety	VISIBLE	VISIBLE	Full access
Simulator	VISIBLE	VISIBLE	6 test paths

Chatbot Features
Hosted chat page (mini-site)	VISIBLE	VISIBLE	Color + welcome message customization
Care hub page	VISIBLE	VISIBLE	All 4 agents
Embed widget	VISIBLE	VISIBLE	Color + welcome message customization
Widget customization	VISIBLE	VISIBLE	—
FAQ management	VISIBLE (50 max)	VISIBLE (unlimited)	—
Document upload	VISIBLE (5 max)	VISIBLE (unlimited)	—
Conversation Analytics	VISIBLE (7d + 30d)	VISIBLE (7d + 30d + 90d + CSV)	On Overview tab
Remove branding badge	NOT available	VISIBLE	"Powered by ChurchWiseAI" removable at Suite only
Marketplace	NOT available	VISIBLE	Suite only
Custom agents	NOT available	VISIBLE	Suite only
API Access	NOT available	Coming Soon (stub, 403)	Not built; must be labeled "Coming Soon"
Tool count	35	39	Enforced by TOOL_CATALOG
Monthly messages	500	2,000+	Warning at ~90%, friendly limit message
Agent personas	4	4 + custom	All 4 active at both tiers
Theological lens	Full (17 traditions)	Full (17 traditions)	TheoLenses full config

Voice Features (all HIDDEN)
Voice agent	HIDDEN	HIDDEN	Chat-only plans
Calls tab	HIDDEN	HIDDEN	Not in tab bar
Phone number	HIDDEN	HIDDEN	Not provisioned
Voice picker	HIDDEN	HIDDEN	Not in Agents sub-tab
Voice greeting	HIDDEN	HIDDEN	Not in Agents sub-tab

Settings
Church Profile	VISIBLE	VISIBLE	+ photo wizard when built
Hours	VISIBLE	VISIBLE	Full access
Notifications	VISIBLE	VISIBLE	Suite: analytics digest when built
Team Management	VISIBLE (unlimited)	VISIBLE (unlimited)	Same 9 roles
Integrations	VISIBLE	VISIBLE	PCO + Cal.com UNLOCKED for Pro+

Public Pages
Chat page (mini-site)	VISIBLE	VISIBLE	Pro: custom colors + welcome; Suite: + badge removal
Care hub	VISIBLE	VISIBLE	4 agents visible
Care subscribe	VISIBLE	VISIBLE	Full access
Agent chat pages	All 4	All 4	Discipleship + Stewardship active
Embed widget	VISIBLE	VISIBLE	Pro: custom colors; Suite: + badge removal
PewSearch Premium Listing	VISIBLE (optional)	VISIBLE (optional)	Managed via Website tab
Pro Website	NOT available	VISIBLE (optional)	Suite only; managed via Website tab

PewSearch Bonuses
Premium Listing	Free (included)	Free (included)	Optional, via Website tab; no Stripe product
Pro Website	NOT included	Free (included)	Optional, Suite only; no Stripe product

Lifecycle
14-day trial	YES	YES	Full Pro/Suite access during trial
Annual billing	$349.50/yr (save $70)	$599.50/yr (save $120)	Chat plans only
Promo codes	YES	YES	Stripe checkout
Monthly limit	500 msgs	2,000+ msgs	Warning at ~90%, friendly limit message
Grace period	Stripe retry (~7 days)	Stripe retry (~7 days)	Chatbot active during retry
Data preservation	YES — always	YES — always	Data NEVER deleted
PewSearch bonus on cancel	Suspended at period end	Suspended at period end	Auto via tier config, not Stripe

Resolved Questions (Founder Decisions — 2026-03-27)

All decisions made during the Pro Chat founder interview (2026-03-27):

Trial experience: Same 14-day trial as Starter, just more features unlocked. No separate Pro-preview trial. (Touchpoints 56–57)
Pro Chat card headline: "Full Voice + Care Automation" is WRONG for Chat channel. Must read "Your Full AI Ministry Team" / "35 ministry tools." REQUIRED FIX. (Touchpoint 2)
Suite Chat card copy: Full audit needed of ALL pricing card copy per channel. Current Suite chat copy is wrong. REQUIRED FIX. (Touchpoint 2)
AI Starter Kit delivery bug: Currently only fires for standalone one-time ai_starter_kit purchases — NOT for plan subscribers. Must fire after any chat plan checkout. REQUIRED FIX. (Touchpoint 18)
Tooltips on pricing features: All pricing feature line items get rollover tooltips in pastor language. 35-tools/39-tools shows a dialog box (too many for tooltip). Theological lens gets an explanatory link. Small group finder tooltip: "Your chatbot matches visitors to small groups based on your ministry list." (Touchpoint 2)
Embed widget: Available at ALL tiers including Starter. Starter gets basic embed; Pro/Suite get color customization + welcome message; Suite gets badge removal. (Touchpoints 47, 43)
Hosted chat page redesign: Becomes a mini-site — auto-generated one-pager with church data and chatbot bubble in corner. Not a bare full-screen chat. No separate full-screen URL until someone asks. (Touchpoint 43)
Tab count: 7 tabs for Pro/Suite Chat (Overview, Requests, Care, Training, Website, Settings, Upgrade). Calls and Social HIDDEN. (Touchpoint 27)
Website tab: New tab (Pro/Suite only) for PewSearch bonus management. No separate Stripe product — tier config determines access. (Touchpoint 42C)
PewSearch bonus tiers: Starter = no bonus. Pro = Premium Listing (optional, via Website tab). Suite = Premium Listing + Pro Website option (optional, via Website tab). (Touchpoints 13, 42C)
PewSearch bonus — no dollar values: Never mention "$9.95 value" or "$19.95 value" in UI or email — causes price math that hurts conversion. (Touchpoints 13, 18, 42C)
Welcome email — 4+1 steps: Pro/Suite get 4 numbered steps + 1 optional PewSearch bonus callout (not 3 like Starter). Step 4 is theological lens. (Touchpoints 18, 29)
Welcome email — conditional on church website: If has website: Premium Listing drives traffic to their site. If no website (Suite): Pro Website offer. Pro with no website: just Premium Listing. (Touchpoint 18)
Training tab — 7 sub-tabs: FAQs and Simulator are VISIBLE for Pro/Suite (HIDDEN for Starter). Total: Church Knowledge, This Week, FAQs, Theology, Agents, Safety, Simulator. (Touchpoint 30)
Training header bug: "Voice + Chatbot" headers must say "Chatbot" only for chat-only plans. REQUIRED FIX. (Touchpoint 30)
FAQs — Pro cap 50, Suite unlimited: Category filter and labels bugs must be fixed. (Touchpoint 33)
Simulator — 6 paths: CSP audio bug, wrong icon on visitor messages, and missing intro panel must all be fixed. (Touchpoint 37)
Theology — full TheoLens at Pro/Suite: Starter gets denomination-only selector; Pro/Suite get full TheoLens configuration panel for all 17 traditions. (Touchpoint 34)
Agents — all 4 for Pro/Suite: Discipleship and Stewardship HIDDEN at Starter, VISIBLE and active at Pro/Suite. Suite adds custom agents section. (Touchpoint 35)
Integrations bug: PCO and Cal.com wrongly gated to planIncludesProVoice(). Must be gated to Pro Chat and above (planIsPro() or equivalent). REQUIRED FIX. (Touchpoint 42)
Team members: Unlimited for Pro and Suite (Starter has 3-member soft limit). (Touchpoint 42B)
Conversation Analytics on Overview: Analytics embedded in Overview tab as a section — NOT a separate tab. Pro = 7d + 30d. Suite = 7d + 30d + 90d + CSV export. (Touchpoint 54)
chatbot_questions_log bug: Table is never populated — Top Questions will always be empty. REQUIRED FIX. (Touchpoints 28, 54)
Upgrade tab — Pro: Shows Suite upgrade only (not Starter downgrade). Plus voice cross-sell card below. (Touchpoint 53)
Upgrade tab — Suite: Shows "You're on our best plan" message. Only voice cross-sell shown. (Touchpoint 53)
API Access: NOT built. Stub returns 403. Must be labeled "Coming Soon" on pricing cards and Upgrade tab — do NOT present as an active feature. (Touchpoints 2, 53)
Cancellation: Access ends when billing period ends. PewSearch bonuses removed via tier config check (no Stripe product to cancel). No custom grace period code needed. (Touchpoint 60)
Analytics digest email (Suite): When built, Suite gets a weekly digest email toggle in Notifications. Not yet built — do not surface. (Touchpoints 24, 41)

Bugs Found During Interview (Appendix)

All bugs found during the Pro Chat founder interview on 2026-03-27. Each is referenced by touchpoint number.

#	Touchpoint	Severity	Description
B1	TP 2	Critical	Pro Chat pricing card headline says "Full Voice + Care Automation" — wrong channel (voice copy on chat card). Must say "Your Full AI Ministry Team" / "35 ministry tools."
B2	TP 2	Critical	Suite Chat pricing card copy wrong for chat section — full audit of all pricing card copy per channel needed.
B3	TP 2	Important	AI Starter Kit: no link or explanation on pricing card. Users don't know what it is. Add tooltip or "What's included?" link.
B4	TP 18	Critical	AI Starter Kit email only fires for standalone `ai_starter_kit` purchases — NOT for plan subscribers. Webhook must fire kit email after any chat plan checkout.
B5	TP 28 / TP 54	Critical	`chatbot_questions_log` table is never populated. Chatbot conversation API doesn't write question logs. "Top Questions" analytics will always be empty.
B6	TP 30	Important	Training section headers say "Voice + Chatbot" for chat-only plans. Must say "Chatbot" only.
B7	TP 33	Important	FAQ category filter dropdown broken — selecting a category shows 0 results.
B8	TP 33	Important	FAQ category labels show raw DB values (`visitor_logistics`) instead of friendly labels ("Visitor Logistics").
B9	TP 37	Important	CSP blocks audio playback in Simulator — `data:` URI not allowed in `media-src`.
B10	TP 37	Important	Chatbot icon shown on visitor messages in Simulator — should be person icon.
B11	TP 37	Important	Simulator has no intro/instructions — drops directly into conversation without explanation.
B12	TP 42	Critical	PCO and Cal.com integrations wrongly gated to `planIncludesProVoice()`. Pro Chat cannot access these. Must gate to `planIsPro()` or equivalent.
B13	TP 42C	Important	Website tab shows "Pro Website Included" for ALL Pro+ plans — does not differentiate Pro (Premium Listing only) from Suite (Premium Listing + Pro Website).
B14	TP 53	Important	API Access listed as active Suite feature on pricing/Upgrade tab — but it is NOT built (returns 403). Must be labeled "Coming Soon" or removed from feature list.
B15	TP 15	Important	Stripe product names use "CWA" abbreviation — must use "ChurchWiseAI" in full. Same bug as Starter.
B16	TP 15	Important	Stripe product descriptions mention "voice + PW's" for chat-only plans. Must be corrected to describe chat features only.
B17	TP 15	Important	Browser back button from Stripe checkout leaves onboard form in stuck spinning state. No timeout, no cancel button, no reset. Must fix.

Revision History

Date	Author	Change
2026-03-27	Agent (spec-writer)	Initial COMPLETE spec — all 62 touchpoints specified. All founder decisions from pro-chat-interview-answers.md applied. Combined Pro + Suite format. 17 bugs documented.

How to Read This Spec​

Pro vs. Suite Differences Summary​

User State Definition​

Pro Chat​

Suite Chat​

Tier Feature Access (from tier-config.ts)​

A. Discovery Paths (Touchpoints 1–10)​

Touchpoint 1: Homepage​

Founder Decision: [x] Approved (same as Starter; homepage is plan-agnostic)​

Touchpoint 2: Pricing Page​

Should See:​

Should NOT See:​

BUGS FOUND:​

NEW FEATURE REQUIRED:​

CTA -> Destination:​

Founder Decision: [x] Approved with required bug fixes and new features (pricing card copy audit, tooltips, tools dialog, AI Starter Kit explanation)​

Touchpoint 3: Chatbot Product Page​

CTA -> Destination:​

Founder Decision: [x] Approved (SEO page; accurate tier copy required)​

Touchpoints 4–10: Voice Page, Blog, Denomination SEO, PewSearch, Direct URL, Partner Link​

Founder Decision: [x] Approved (same patterns as Starter, plan params differ)​

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

Touchpoint 11: Landing / Entry Point​

Founder Decision: [x] Approved (same design as Starter; plan and price text differ)​

Touchpoint 12: Onboard Step 1 — Church Info​

NEW FIELD — Church Website (optional):​

Plan Selector:​

Founder Decision: [x] Approved (add optional Church Website field; pre-fills from PewSearch)​

Touchpoint 13: Post-Checkout PewSearch Bonus Page​

Pro Chat — Premium Listing Bonus:​

Suite Chat — Premium Listing + Pro Website Bonus:​

Should NOT See:​

CTA -> Destination:​

Founder Decision: [x] Approved (Pro gets Premium Listing bonus; Suite gets Premium Listing + Pro Website bonus; Starter gets nothing; no dollar values; no pressure)​

Touchpoint 14: Single-Step Onboard Form​

Founder Decision: [x] Approved (same single-step form design; price and plan differ)​

Touchpoint 15: Stripe Checkout​

BUG: Same Stripe product name bug applies — "CWA Pro Chat" should be "ChurchWiseAI Pro Chat". REQUIRED FIX.​

Founder Decision: [x] Approved with same required bug fixes as Starter (Stripe metadata + back button spinner)​

Touchpoint 16: Post-Checkout Confirmation​

Founder Decision: [x] Approved (direct dashboard link + PewSearch bonus section unique to Pro/Suite)​

C. Email Journey (Touchpoints 17–24)​

Touchpoint 17: Pre-Checkout Email — REMOVE​

Founder Decision: [x] REJECTED — Remove pre-checkout email for all tiers. No pay, no play.​

Touchpoint 18: Post-Checkout Welcome Email​

Should See:​

Should NOT See:​

BUG — AI Starter Kit delivery:​

Founder Decision: [x] Approved with required fixes (tier-aware content; 4+1 steps; conditional PewSearch mention; no dollar values; fix AI Starter Kit delivery)​

Touchpoint 18B: PewSearch Bonus Confirmation Emails​

Founder Decision: [x] Approved (Suite gets additional Pro Website confirmation email if claimed)​

Touchpoint 19: Stripe Receipt Email​

Founder Decision: [x] Approved (Stripe-managed, no custom control needed)​

Touchpoint 20: MailerLite Welcome Sequence — Day 0​

Founder Decision: [x] Approved with same required fixes as Starter (move to post-payment, add opt-in, fix content, resolve overlap)​

Touchpoint 21: MailerLite Welcome Sequence — Day 2 (Setup Nudge)​

Founder Decision: [x] Approved (same structure; Pro/Suite callout added for FAQ feature)​

Touchpoint 22: MailerLite Welcome Sequence — Day 7 (Activation Nudge)​

Founder Decision: [x] Approved (embed widget mention added for Pro+)​

Touchpoint 23: MailerLite Welcome Sequence — Day 12 (Trial Warning)​

Pro Chat copy:​

Suite Chat copy:​

Founder Decision: [x] Approved (tier-specific copy; amount and features emphasized correctly; no downgrade to lower plan mentioned in trial warning)​

Touchpoint 24: Notification Emails (Ongoing)​

Founder Decision: [x] Approved​

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

Touchpoint 25: Magic Link Click​

Founder Decision: [x] Approved​

Touchpoint 26: Dashboard Header​

Playwright Test Hints:​

Founder Decision: [x] Approved (Pro or Suite badge replaces Starter; all other header patterns same)​

Touchpoint 27: Dashboard Tab Navigation​

Should See:​

Should NOT See:​

Playwright Test Hints:​

Founder Decision: [x] Approved (7 tabs: Overview, Requests, Care, Training, Website, Settings, Upgrade. Calls and Social HIDDEN.)​

Touchpoint 28: Overview Tab (First View)​

Should See (additions to Starter):​

Should NOT See:​

BUG — chatbot_questions_log never populated:​

How to Read This Spec

Pro vs. Suite Differences Summary

User State Definition

Pro Chat

Suite Chat

Tier Feature Access (from `tier-config.ts`)

A. Discovery Paths (Touchpoints 1–10)

Touchpoint 1: Homepage

Founder Decision: [x] Approved (same as Starter; homepage is plan-agnostic)

Touchpoint 2: Pricing Page

Should See:

Should NOT See:

BUGS FOUND:

NEW FEATURE REQUIRED:

CTA -> Destination:

Founder Decision: [x] Approved with required bug fixes and new features (pricing card copy audit, tooltips, tools dialog, AI Starter Kit explanation)

Touchpoint 3: Chatbot Product Page

CTA -> Destination:

Founder Decision: [x] Approved (SEO page; accurate tier copy required)

Touchpoints 4–10: Voice Page, Blog, Denomination SEO, PewSearch, Direct URL, Partner Link

Founder Decision: [x] Approved (same patterns as Starter, plan params differ)

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

Touchpoint 11: Landing / Entry Point

Founder Decision: [x] Approved (same design as Starter; plan and price text differ)

Touchpoint 12: Onboard Step 1 — Church Info

NEW FIELD — Church Website (optional):

Plan Selector:

Founder Decision: [x] Approved (add optional Church Website field; pre-fills from PewSearch)

Touchpoint 13: Post-Checkout PewSearch Bonus Page

Pro Chat — Premium Listing Bonus:

Suite Chat — Premium Listing + Pro Website Bonus:

Should NOT See:

CTA -> Destination:

Founder Decision: [x] Approved (Pro gets Premium Listing bonus; Suite gets Premium Listing + Pro Website bonus; Starter gets nothing; no dollar values; no pressure)

Touchpoint 14: Single-Step Onboard Form

Founder Decision: [x] Approved (same single-step form design; price and plan differ)

Touchpoint 15: Stripe Checkout

BUG: Same Stripe product name bug applies — "CWA Pro Chat" should be "ChurchWiseAI Pro Chat". REQUIRED FIX.

Founder Decision: [x] Approved with same required bug fixes as Starter (Stripe metadata + back button spinner)

Touchpoint 16: Post-Checkout Confirmation

Founder Decision: [x] Approved (direct dashboard link + PewSearch bonus section unique to Pro/Suite)

C. Email Journey (Touchpoints 17–24)

Touchpoint 17: Pre-Checkout Email — REMOVE

Founder Decision: [x] REJECTED — Remove pre-checkout email for all tiers. No pay, no play.

Touchpoint 18: Post-Checkout Welcome Email

Should See:

Should NOT See:

BUG — AI Starter Kit delivery:

Founder Decision: [x] Approved with required fixes (tier-aware content; 4+1 steps; conditional PewSearch mention; no dollar values; fix AI Starter Kit delivery)

Touchpoint 18B: PewSearch Bonus Confirmation Emails

Founder Decision: [x] Approved (Suite gets additional Pro Website confirmation email if claimed)

Touchpoint 19: Stripe Receipt Email

Founder Decision: [x] Approved (Stripe-managed, no custom control needed)

Touchpoint 20: MailerLite Welcome Sequence — Day 0

Founder Decision: [x] Approved with same required fixes as Starter (move to post-payment, add opt-in, fix content, resolve overlap)

Touchpoint 21: MailerLite Welcome Sequence — Day 2 (Setup Nudge)

Founder Decision: [x] Approved (same structure; Pro/Suite callout added for FAQ feature)

Touchpoint 22: MailerLite Welcome Sequence — Day 7 (Activation Nudge)

Founder Decision: [x] Approved (embed widget mention added for Pro+)

Touchpoint 23: MailerLite Welcome Sequence — Day 12 (Trial Warning)

Pro Chat copy:

Suite Chat copy:

Founder Decision: [x] Approved (tier-specific copy; amount and features emphasized correctly; no downgrade to lower plan mentioned in trial warning)

Touchpoint 24: Notification Emails (Ongoing)

Founder Decision: [x] Approved

D. First Login & Dashboard (Touchpoints 25–29)

Touchpoint 25: Magic Link Click

Founder Decision: [x] Approved

Touchpoint 26: Dashboard Header

Playwright Test Hints:

Founder Decision: [x] Approved (Pro or Suite badge replaces Starter; all other header patterns same)

Touchpoint 27: Dashboard Tab Navigation

Should See:

Should NOT See:

Playwright Test Hints:

Founder Decision: [x] Approved (7 tabs: Overview, Requests, Care, Training, Website, Settings, Upgrade. Calls and Social HIDDEN.)

Touchpoint 28: Overview Tab (First View)

Should See (additions to Starter):

Should NOT See:

BUG — chatbot_questions_log never populated: