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Pastor Daily Dashboard Use

non-critical   Property: ChurchWiseAI   Category: Admin Dashboard Tier: any Persona: pastor-admin Touchpoint: /admin/[token]

Preconditions

  • Active subscription, onboarding complete
  • At least 1 prior chatbot conversation or call in the system

Steps

#ActionExpected Result
1Log in to dashboardDashboard loads in <2s, Overview tab shown by default
2Check conversation summary / analyticsRecent conversations visible, counts accurate
3Check prayer requestsNew prayer requests from chatbot/voice visible, filterable
4Check visitor contactsCaptured visitor contacts visible with source (chat/voice)
5Check callback requests (voice tier)Pending callbacks shown if on voice plan
6Navigate to Knowledge Base tabKB entries list loads, can add/edit/delete entries
7Navigate to Training tabResponse templates load, can add custom responses
8Check notification for any urgent itemsCrisis escalations or unanswered prayer requests flagged

Known Failure Modes

  • Analytics not loading — RPC get_chatbot_analytics failing
  • Prayer requests missing — voice_prayer_requests source filter bug
  • KB tab 404 — admin proxy route broken
  • Dashboard slow >3s — Supabase query not indexed

References

Notes

The dashboard is the retention driver. If pastors check this daily, they stay. Admin route: /admin/[token] — token is the magic link token in premium_churches.