Onboarding
From content to a working website chatbot.
We prepare the first customer path, install the widget, test lead delivery and publish it on the agreed domain.
Phases
Four steps to the first published version.
We begin with the customer path that matters most and add more after it works.
- GoalChoose the first goal: better leads, customer service, bookings or website improvement.
- Content and logicCollect services, common questions, buying intent, form fields and routing rules.
- LaunchWidget, portal, allowed domains, lead delivery and baseline measurement go to production.
- OptimizationConversation data, questions and conversions turn into improvements instead of staying in a report.
Responsibilities
Both sides know what they need to provide.
COMS handles the installation. The customer approves the content, recipients and domain.
- COMS deliversStructure, widget, portal settings, onboarding and agreed optimization work.
- Customer approvesContent, domains, recipients, brand fit and what the first phase measures.
- Team usesLeads, conversations, tasks and follow-ups are available in the portal with the right roles.
Before publishing
Go live only when the basics are correct.
- Domain allowed
- Widget published
- Leads routed
- Owner and users
- Measurement agreed
- First optimization cycle
Next step
Publish the first useful customer path.
After launch, real questions and lead data show what should be improved next.