Pastor Onboarding — Guided Setup Wizard

  Property: ChurchWiseAI   Category: Onboarding Tier: any Persona: pastor-admin Touchpoint: /admin/[token] (Overview tab)

Preconditions

• Freshly provisioned account — first login after signup
• plan active in premium_churches

Steps

#	Action	Expected Result
1	First login to dashboard	Onboarding wizard auto-opens as slide-over panel
2	Complete Step 1: Church name + denomination	Saved to organization_settings, theological lens auto-configured
3	Complete Step 2: Upload church logo	Logo saved, chatbot widget reflects branding
4	Complete Step 3: Set service times	Service times saved to church_voice_agents or org settings
5	Complete Step 4: Enter church address	Address saved, used in chatbot responses for directions
6	Complete all remaining steps	Celebration animation shown, wizard closes
7	Check OptimizationTips widget on Overview tab	Shows remaining setup tasks (embed code, first KB entry, etc.)
8	Test skip/minimize behavior	Wizard can be skipped and returned to later without data loss

Known Failure Modes

• Wizard doesn't open on first login — onboarding_completed flag wrong
• Denomination not saving — theological lens not configured
• Logo not appearing on chatbot — storage URL not saved
• Steps not persisting between sessions

References

• Playwright spec: e2e/delivers/churchwiseai/04-onboarding.spec.ts
• Code files:
  • src/app/admin/[token]/
  • src/components/onboarding/
  • src/app/api/admin/

Notes

Denomination selection auto-sets theological_lens in organization_settings. This flows downstream to every chatbot and voice agent response. See onboarding-denomination-spec.md for the approved spec.