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Suite Both — Expected Output Spec

Status: COMPLETE -- All 62 touchpoints specified. Top-tier plan with everything unlocked. Ready for Playwright test generation. Tier: Suite | Channel: Both (Voice + Chat) | Price: $139.95/mo + $49.95 setup fee (saves $19.95/mo vs Suite Chat $59.95 + Pro Voice $99.95 = $159.90 separately) | Trial: None

TESTING BLOCKER: The suite_both demo account (sales-admin-2026) returns 404 in production. 8 dashboard journey tests are test.fixme() pending a working Suite Both demo church. Provision via:

INSERT INTO premium_churches (plan, channel, admin_token, ...) VALUES ('suite', 'both', 'sales-admin-2026', ...);

How to Read This Spec​

Suite Both is the most complete plan -- it includes EVERYTHING. This spec references Pro Both and Pro+Suite Chat specs for shared patterns, describing only the Suite-exclusive deltas. Where Pro Both and Suite Both are identical, cross-references are used.

Suite-Exclusive Features (Beyond Pro Both)​

FeatureSuite BothPro Both
FAQsUnlimited50 max
DocumentsUnlimited5 max
Conversations/mo2,000+500
Analytics90d + CSV export30d only
Agents4 + custom agents4
Badge removalYes (white-label)No
PewSearch bonusPremium Listing + Pro WebsitePremium Listing only
API AccessComing Soon (stub)Not available
MarketplaceIncludedNot available
Care broadcasts/mo12 (unlimited recipients)4 (250 max)

User State Definition​

FieldValue
Plansuite_both
Channelboth
Statusactive (no trial)
chatbot_enabledtrue
care_enabledtrue
VoiceINCLUDED
AgentsChatbot: 4 agents (Care, Coordinator, Discipleship, Stewardship) + custom agents. Voice: 2 agents (Care + Coordinator only -- Discipleship and Stewardship are chatbot-only)
Tools39 (Suite tier) -- combined voice + chat marketing number; voice agent tools are NOT tier-gated in current implementation
Monthly message limit2,000+ LLM-generated responses (chat)
Max tokens per response900
Tool-use rounds5
FAQ managementINCLUDED -- Unlimited
Document uploadINCLUDED -- Unlimited
Analytics dashboardINCLUDED -- 7d + 30d + 90d + CSV export
Embed widgetINCLUDED + full customization + badge removal
Widget customizationINCLUDED
Training simulatorINCLUDED
Local resources configINCLUDED
Social managementINCLUDED
MarketplaceINCLUDED
Custom agentsINCLUDED
Unlimited docsINCLUDED
Advanced analyticsINCLUDED
Remove branding badgeINCLUDED (white-label)
API accessComing Soon (stub -- returns 403)
PewSearch bonusPremium Listing + Pro Website (both free, optional)
Annual billingNOT available (bundles monthly only)

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

Touchpoint 1: Homepage​

Same as all tiers. Homepage is plan-agnostic.

Founder Decision: [x] Approved​

Touchpoint 2: Pricing Page​

  • Channel toggle: "Both" selected
  • Annual toggle hidden (no annual for bundles)
  • Suite Both card: $139.95/mo with "Saves $19.95/mo vs separate" (Suite Chat $59.95 + Pro Voice $99.95 = $159.90 separately)
  • All Suite features listed
  • No trial messaging

CTA -> Destination:​

  • "Get Started" on Suite Both -> /onboard?plan=suite_both

Founder Decision: [x] Approved​

Touchpoints 3--10​

Same patterns. ?plan=suite_both pre-selects.

Founder Decision: [x] Approved​

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

Touchpoint 11: Landing / Entry Point​

  • Plan: "Suite (Voice + Chat) -- $139.95/mo"
  • No trial: "Your card will be charged $139.95 today."
  • No annual toggle

Founder Decision: [x] Approved​

Touchpoint 12: Onboard Step 1​

Same as Pro Both Touchpoint 12. Church website + phone provider fields.

Founder Decision: [x] Approved​

Touchpoint 13: Post-Checkout PewSearch Bonus Page​

Suite gets BOTH bonuses:

  • "Two bonuses included with Suite"
  • Premium Listing: "Your plan includes a free listing on our church directory"
    • If has website: "drives directory traffic to YOUR site"
    • CTA: "Claim My Listing"
  • Pro Website: If no website: "Your plan includes a free Pro Website -- an instant church page with your chatbot built in."
    • CTA: "Set Up My Pro Website" (primary) + "Claim My Listing" (secondary)
  • "Not Right Now" always available
  • No dollar values mentioned

Founder Decision: [x] Approved (Premium Listing + Pro Website for Suite)​

Touchpoint 14: Single-Step Onboard Form​

Same as Pro Both, plan shows $139.95/mo.

Founder Decision: [x] Approved​

Touchpoint 15: Stripe Checkout​

  • Badge: "Suite (Voice + Chat) Plan"
  • No trial -- "$139.95 per month"
  • Product name: "ChurchWiseAI Suite (Voice + Chat)"
  • "Subscribe" button

Founder Decision: [x] Approved​

Touchpoint 16: Post-Checkout Confirmation​

Same chatbot-first pattern. PewSearch bonus section shows both Premium Listing + Pro Website options.

Founder Decision: [x] Approved​

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

Touchpoint 17: Pre-Checkout Email -- REMOVE​

No email before checkout.

Founder Decision: [x] REJECTED​

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

Same as Pro Both Touchpoint 18, with Suite content:

  • "Your chatbot is live!"
  • Same 6 steps, with "unlimited" callouts for FAQs/docs
  • Optional callouts: Premium Listing + Pro Website (conditional on church website)
  • Plan: "Suite (Voice + Chat) -- $139.95/mo"

Founder Decision: [x] Approved​

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

Same as all voice plans. Personalized, phone number, carrier-specific forwarding.

Founder Decision: [x] Approved​

Touchpoint 18C: PewSearch Bonus Emails​

  • Premium Listing confirmation (if claimed) from hello@pewsearch.com
  • Pro Website confirmation (if claimed) from hello@pewsearch.com -- additional email

Founder Decision: [x] Approved​

Touchpoint 19: Stripe Receipt​

Amount: $139.95. No trial.

Founder Decision: [x] Approved​

Touchpoints 20--22: Lifecycle Emails​

Same as Pro Both, with Suite feature emphasis (unlimited FAQs, 4+ agents, embed with white-label).

Founder Decision: [x] Approved​

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

No trial.

Founder Decision: [x] N/A​

Touchpoint 24: Notification Emails​

Same as Pro Both. Combined voice + chat. Suite may get weekly analytics digest when built.

Founder Decision: [x] Approved​

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

Same as all tiers.

Founder Decision: [x] Approved​

Touchpoint 26: Dashboard Header​

  • "Suite Plan" badge (gold) with "(Voice + Chat)" sub-label
  • "View Chat Page" + "View Care Page" links
  • Phone number display

Founder Decision: [x] Approved​

Touchpoint 27: Dashboard Tab Navigation​

8 tabs in this order: Overview, Calls, Requests, Care, Training, Website, Settings, Upgrade (renamed to Subscription in FA-082 Phase 6 — see acceptance/multi-item-self-serve.md). Social hidden. Care comes BEFORE Training (per ALL_TABS order in AdminDashboard.tsx).

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] Approved​

Touchpoint 28: Overview Tab​

Same as Pro Both, with Suite additions:

  • 5 stat cards
  • Conversation Analytics with 90d filter + CSV export button (Suite exclusive)
  • 4 agent cards + custom agents section (if built)
  • Getting Started checklist (6 + 1 bonus)

Founder Decision: [x] Approved​

Touchpoint 29: Getting Started Checklist​

Same 6 steps as Pro Both. Suite bonus callout:

  • "Claim your free Premium Listing and set up your Pro Website →"

Founder Decision: [x] Approved​

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

Touchpoint 30: Training Tab​

7 sub-tabs (same as Pro Both):

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

Founder Decision: [x] Approved​

Touchpoint 31: Training -- Church Knowledge​

Same as Pro Both, with unlimited documents (no "X of 5" counter).

Founder Decision: [x] Approved​

Touchpoints 32--34: This Week, FAQs, Theology​

Same as Pro Both. FAQs are unlimited (no counter shown).

Founder Decision: [x] Approved​

Touchpoint 35: Training -- Agents​

Same as Pro Both Touchpoint 35, plus:

  • Custom Agents section (Suite exclusive -- ability to create additional agents, if feature is built)

Voice agent has 2 agents (Care + Coordinator) even at Suite tier. Discipleship and Stewardship are chatbot-only. Custom agents (if built) would be chatbot-routing agents, not voice agents. Voice picker UI NOT YET BUILT. Greeting script is Coordinator-only. Voice agent tools are NOT tier-gated.

Founder Decision: [x] Approved​

Touchpoints 36--38: Safety, Simulator, (Training Progress removed)​

Same as Pro Both.

Founder Decision: [x] Approved​

Touchpoints 39--42B: Settings​

Same as Pro Both, with Suite additions:

  • Badge removal toggle in Chat Widget / embed section (white-label)
  • Suite analytics digest email toggle in Notifications (when built)
  • Team Management: Unlimited members, 9 roles (admin, office_admin, prayer_team, care_team, treasurer, volunteer_coordinator, worship_leader, spiritual_leader, care_leader)

Founder Decision: [x] Approved​

Touchpoint 42C: Website Tab​

Suite-specific:

  • "Claim Your Premium Listing" section (same as Pro)
  • "Set Up Your Pro Website" section (Suite exclusive):
    • Available if church has no website (conditional from onboard)
    • "Your Suite plan includes a free Pro Website -- a full church page with your chatbot built in"
    • "Set Up Your Pro Website" CTA
    • After setup: shows Pro Website URL + template/theme management
    • If church has website: "Your Premium Listing drives directory traffic to your existing site"

Founder Decision: [x] Approved (Suite = Premium Listing + Pro Website)​

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

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

Same as Pro Both Touchpoint 43, with Suite exclusive:

  • Badge removal -- "Powered by ChurchWiseAI" removable (white-label)
  • Full white-label: church name and colors only

Founder Decision: [x] Approved​

Touchpoint 44: Care Hub Page​

Same as Pro Both. 4 agent cards. "Powered by ChurchWiseAI" removable at Suite.

Founder Decision: [x] Approved​

Touchpoints 45--46: Care Subscribe, Agent Chat​

Same as Pro Both.

Founder Decision: [x] Approved​

Touchpoint 47: Embed Widget​

Same as Pro Both, with Suite exclusive:

  • Badge removal toggle -- remove "Powered by ChurchWiseAI" from widget

Founder Decision: [x] Approved​

Touchpoint 48: Pro Website (AVAILABLE at Suite)​

URL: PewSearch-hosted Pro Website

  • Managed from Website tab in ChurchWiseAI admin
  • Full church page with chatbot embedded
  • Template/theme management

Founder Decision: [x] Approved​

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

Touchpoint 49: Calls Tab​

Same as Pro Both.

Founder Decision: [x] Approved​

Touchpoint 50: Requests Tab​

Same as Pro Both. Merged view with source icons + filter.

Founder Decision: [x] Approved​

Touchpoint 51: Care Tab​

Same as Pro+Suite Chat Touchpoint 51, Suite limits: 12 broadcasts/mo, unlimited recipients, 5,000 emails/mo soft cap.

Founder Decision: [x] Approved​

Touchpoint 52: Social Tab (HIDDEN)​

HIDDEN.

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: "Suite (Voice + Chat) -- $139.95/mo"
  • "You're on our best plan" message
  • No tier comparison (top tier)
  • No upgrade options

Founder Decision: [x] Approved​

Touchpoint 54: Analytics​

Embedded in Overview:

  • 7d + 30d + 90d filter options
  • CSV export button (Suite exclusive)
  • Top questions, category breakdown, trends

Founder Decision: [x] Approved​

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

Touchpoint 55: Monthly Message Limit (2,000+ -- chat only)​

Warning at ~1,800 messages. Voice unaffected. No upsell (top plan).

Founder Decision: [x] Approved​

Touchpoints 56--57: No Trial​

N/A -- bundle charges immediately.

Founder Decision: [x] N/A​

Touchpoint 58: Subscription Lapsed​

Both chatbot + voice agent stop. Dashboard read-only. PewSearch Premium Listing + Pro Website suspended. Data preserved.

Founder Decision: [x] Approved​

Touchpoint 59: Payment Failed​

Both services active during Stripe retry window (~7 days). Amount: $139.95.

Founder Decision: [x] Approved​

Touchpoint 60: Cancellation​

Both services end at billing period end. Phone number held 30 days. PewSearch Premium Listing + Pro Website removed. All data preserved. White-label settings deactivated (badge reappears for any residual embeds).

Founder Decision: [x] Approved​

Touchpoint 61: Upgrade -- N/A​

Suite Both is the top tier. No upgrade path within bundles.

Founder Decision: [x] N/A​

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

Features HIDDEN per principle:

  • If to Pro Both: unlimited FAQs/docs revert to 50/5 limits (data preserved), 90d analytics -> 30d, CSV export removed, badge removal deactivated, custom agents hidden, Pro Website access removed
  • If to Starter Both: all Pro+ features hidden (same as Starter Both spec)
  • All data preserved in database
  • Downgrade at end of billing period

Founder Decision: [x] Approved​