# Zero-Touch Sales Protocol - Sunaiva Talking Widget

**Version**: 1.0.0
**Created**: 2026-02-16
**Status**: Design Complete → Ready for Implementation
**Mandate**: Kinan's Strategic Directive

---

## CORE PHILOSOPHY

> **"The AI sells itself, deploys itself, onboards itself. Kinan only touches revenue that hits Stripe."**

**Zero human touchpoints** from prospect → payment → live widget. Every interaction is automated, conversational, and frictionless.

**The widget IS the sales team.**

---

## THE COMPLETE PIPELINE

```
Prospect visits website
    ↓
Sees pulsing voice widget (bottom-right)
    ↓
Clicks widget → AI greets them
    ↓
AI demonstrates value by BEING the product
    ↓
Prospect asks: "How do I get this on MY site?"
    ↓
AI says: "Give me your URL, I'll show you"
    ↓
Prospect enters URL → Preview generated in 10s
    ↓
Email sent: "Your preview is ready!"
    ↓
Prospect clicks → Sees widget on THEIR site (live preview)
    ↓
Prospect tests widget → Loves it
    ↓
Clicks "Install This Now" → Stripe checkout
    ↓
Enters payment → Stripe creates subscription
    ↓
Webhook fires → Backend provisions widget config
    ↓
Email sent: "Your widget is ready! Here's the install code"
    ↓
Prospect pastes code → Widget goes live
    ↓
DONE. Kinan never touched it.
```

**Time from discovery → live widget**: 10-15 minutes (if prospect is decisive)

**Human intervention points**: ZERO

---

## TOUCHPOINT BREAKDOWN

### 1. DISCOVERY (Website Landing)

**Where**: sunaivadigital.com OR sunaiva.ai OR sunaiva-talking-widget.netlify.app

**What Prospect Sees**:
- Hero headline: "Your Website Should Talk Back"
- Subheadline: "Add a 24/7 voice AI assistant in 5 minutes. No sales calls. No setup fees. Just talk to it right now."
- Pulsing voice widget (bottom-right): "Live Voice Agent"
- CTA (primary): "Talk to Our AI Now" (triggers widget)
- CTA (secondary): "See Pricing" (scrolls to pricing section)

**What Happens**:
- Widget auto-opens after 5 seconds (if not clicked)
- AI says: "G'day! I'm the Sunaiva Widget. Want to see what I can do? Ask me anything about pricing, features, or how this works."

**Goal**: Get them talking to the widget within 10 seconds of landing

---

### 2. QUALIFICATION (Widget Conversation)

**AI's Job**:
- Understand their business (tradie, e-commerce, service biz, agency)
- Understand their traffic (100/mo vs 10,000/mo → tier recommendation)
- Understand their pain (missed leads, no one answering, want to automate)

**Sample Conversation**:
> **Prospect**: "How much does this cost?"
> **AI**: "Three plans: Starter $99/mo, Pro $199/mo, Growth $299/mo — all 50% off beta pricing. Which one depends on your traffic. How many visitors do you get monthly?"
> **Prospect**: "About 5,000/month."
> **AI**: "Perfect. Pro plan would be the sweet spot — 2,000 conversations/month, CRM integrations, advanced analytics. Want to see what this looks like on YOUR website before you commit?"

**Qualification Data Captured** (stored in backend):
- Business type (inferred from conversation)
- Traffic volume (asked directly)
- Pain point (inferred from objections)
- Email (captured during preview request or at close)
- Recommended tier (calculated by AI)

---

### 3. DEMO ("Try On Your Site" Feature)

**Trigger**: Prospect says "Can I see this on my site?" OR AI proactively offers

**Flow**:
1. AI: "Give me your website URL and I'll generate a preview"
2. Prospect: "https://example.com"
3. AI: "Generating preview... done! Check your email — I just sent you a live demo link."
4. Email sent: "Your Sunaiva Widget Preview is Ready!"
5. Prospect clicks link → Opens preview page

**Preview Page**:
- Their website (screenshot background OR iframe if possible)
- Widget overlaid (fully functional)
- Top banner: "Preview Mode — See the widget on YOUR site"
- CTA button (persistent): "Install This Widget Now" → Stripe checkout
- Watermark: "Not installed yet — this is a demo"

**Prospect Experience**:
- Sees EXACTLY what it looks like on their site
- Can TALK to the widget in the preview (it's REAL, not a mockup)
- One-click to buy ("Install This Now" button)

**Conversion Rate**: 8-15% of people who get a preview will convert to paid (industry benchmark for "try before buy" features)

---

### 4. CHECKOUT (Stripe Payment)

**Trigger**: Prospect clicks "Install This Now" from preview OR "Get Started" from pricing page

**What Happens**:
1. Redirect to Stripe Checkout
2. Pre-selected plan (based on AI recommendation OR manual selection)
3. Coupon code auto-applied: `BETA50` (50% off)
4. Shows:
   - Plan: Starter / Pro / Growth
   - Price: ~~$197~~ **$99/mo** (strikethrough anchor pricing)
   - Billing: Monthly (recurring)
   - No setup fee
5. Prospect enters:
   - Email (auto-filled if already captured)
   - Payment method (card or bank transfer)
6. Submits payment → Stripe creates subscription

**Stripe Metadata Captured**:
- `source`: "preview", "pricing_page", "widget_conversation"
- `preview_id`: If came from preview link
- `recommended_tier`: AI's recommendation
- `website_url`: URL they entered for preview

**Redirect After Payment**:
- Success: `/onboarding?session_id={CHECKOUT_SESSION_ID}`
- Cancel: `/pricing` (returns to pricing page)

---

### 5. PROVISIONING (Backend Automation)

**Trigger**: Stripe webhook event `checkout.session.completed`

**What Backend Does** (Fully Automated):
1. Receive webhook from Stripe
2. Extract customer email, plan tier, payment status
3. Create user account in DB:
   ```sql
   INSERT INTO users (email, stripe_customer_id, plan_tier, status, created_at)
   VALUES ('user@example.com', 'cus_xxx', 'pro', 'active', NOW());
   ```
4. Generate widget config:
   ```json
   {
     "widget_id": "widget_a1b2c3d4",
     "assistant_id": "assistant-xxx",  // Telnyx AI assistant ID
     "api_key": "generated_secure_key",
     "color": "#3B82F6",  // default, user can customize later
     "position": "bottom-right",
     "greeting": "How can I help you?"
   }
   ```
5. Store widget config in DB:
   ```sql
   INSERT INTO widgets (user_id, widget_id, assistant_id, config, status)
   VALUES (123, 'widget_a1b2c3d4', 'assistant-xxx', {...}, 'active');
   ```
6. Create Telnyx AI assistant (if not pre-created):
   - POST to Telnyx API: `/v2/ai/agents`
   - Copy customer's business info into system prompt
   - Return assistant ID
7. Send onboarding email (Resend):
   - Subject: "Your Sunaiva Widget is Ready!"
   - Body: Install code snippet, dashboard link, setup video
8. Log event for analytics:
   ```sql
   INSERT INTO events (user_id, event_type, metadata)
   VALUES (123, 'widget_provisioned', {...});
   ```

**Time**: 2-5 seconds from payment → provisioned widget

**Human Involvement**: ZERO

---

### 6. ONBOARDING (Automated Email + Dashboard)

**Onboarding Email** (Sent immediately after provisioning):

**Subject**: "Your Sunaiva Widget is Ready! Install in 5 Minutes"

**Body**:
```
Hey there!

Your Sunaiva Widget is live and ready to install. Here's everything you need:

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📦 YOUR WIDGET CODE
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Copy this code and paste it BEFORE the closing </body> tag on your website:

<script
  src="https://widget.sunaiva.ai/v1/widget.js"
  data-widget-id="widget_a1b2c3d4"
  data-assistant-id="assistant-xxx"
  data-color="#3B82F6"
  data-position="bottom-right">
</script>

That's it. Save and refresh your site. The widget will appear.

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
🎯 NEXT STEPS
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

1. Install the code (5 minutes)
2. Customize your script in the dashboard
3. Test it on your site
4. Watch leads roll in

👉 Dashboard: https://sunaiva.ai/dashboard?token={JWT_TOKEN}

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📹 INSTALL VIDEO (2 MINUTES)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Watch: https://sunaiva.ai/install-video

Shows you exactly where to paste the code for:
- WordPress (5-minute guide)
- Shopify (2-minute guide)
- Custom HTML (1-minute guide)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
💬 NEED HELP?
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Reply to this email or talk to our AI: https://sunaiva.ai

Cheers,
The Sunaiva Team

P.S. Your 50% beta discount is locked in for 6 months. After that it goes to full price, so enjoy the savings!
```

**Dashboard Link** (JWT auto-login):
- User clicks link → Auto-logged in (no password setup required yet)
- First screen: "Welcome! Let's customize your widget"
- Wizard:
  1. Business info (name, industry, what you sell)
  2. FAQs (top 5 questions customers ask)
  3. Booking link (if applicable)
  4. Widget appearance (color, position, greeting)
- Save → Widget script auto-updates

**Platform-Specific Install Guides**:
- WordPress: "Install via plugin OR paste into footer.php"
- Shopify: "Paste into theme.liquid"
- Webflow: "Paste into Site Settings → Custom Code"
- Squarespace: "Paste into Advanced → Code Injection"
- Custom HTML: "Paste before </body> tag"

**Video Tutorial** (Loom, 2 minutes):
- Screen recording showing:
  1. Copy widget code from email
  2. Open WordPress (example)
  3. Appearance → Theme Editor → footer.php
  4. Paste code before </body>
  5. Save → Refresh site
  6. Widget appears, talk to it
- Hosted at: `https://sunaiva.ai/install-video`

---

### 7. ACTIVATION (First Widget Load)

**What Happens When Widget Goes Live**:
1. Prospect pastes code on their site
2. Visitor lands on site → Widget JS loads
3. Widget pings backend: `POST /api/widgets/{widget_id}/heartbeat`
4. Backend logs:
   ```sql
   UPDATE widgets SET first_activated_at = NOW(), status = 'live' WHERE widget_id = 'xxx';
   ```
5. Email sent to customer: "Your widget is live! Here's what to expect"
6. Dashboard updates: Shows "LIVE" status + first conversation count

**Activation Email**:
**Subject**: "Your Widget is Live! 🎉"
**Body**:
```
Great news — your Sunaiva Widget just went live!

Your website visitors can now talk to your AI 24/7.

Here's what happens next:
- Conversations auto-save to your dashboard
- Leads get emailed to you in real-time
- You can listen to recordings and see transcripts

👉 View Dashboard: https://sunaiva.ai/dashboard

Pro tip: Share your website with friends and ask them to test the widget. You'll see the conversations appear in real-time.

Questions? Just reply to this email.

Cheers,
The Sunaiva Team
```

---

### 8. POST-SALE ENGAGEMENT (Automated Nurture)

**Day 1**: Activation email (see above)

**Day 3**: "How's it going?" check-in
- Subject: "Quick check-in — any questions?"
- Body: "You've been live for 3 days. How's the widget working? Need help customizing the script? Reply and we'll jump in."

**Day 7**: Usage report
- Subject: "Your first week with Sunaiva"
- Body: Stats (conversations, leads captured, top questions asked)
- CTA: "Want more features? Upgrade to Pro for CRM integrations"

**Day 14**: Testimonial request (if usage is high)
- Subject: "Love Sunaiva? Share your story"
- Body: "You've had 50+ conversations already! If you're happy with the results, would you share a quick testimonial? We'll feature you on our site."

**Day 30**: Renewal reminder (monthly plans)
- Subject: "Your subscription renews tomorrow"
- Body: "No action needed — your plan auto-renews. Want to upgrade or pause? Manage in dashboard."

**All emails**: Automated via backend cron jobs or event triggers. NO manual sending.

---

## HUMAN TOUCHPOINT EXCEPTIONS

**When Kinan DOES Get Involved** (Only These Cases):

### Exception 1: Enterprise Custom Deals
- Prospect wants 50+ widgets (agency white-label)
- AI says: "That's an enterprise deal. Let me connect you with our team."
- AI captures email → Sends to Kinan
- Kinan negotiates custom pricing manually

### Exception 2: Technical Support Escalation
- Customer tries to install, widget doesn't load
- Customer emails support → Backend auto-responds with troubleshooting guide
- If still broken after 24 hours → Escalates to Kinan
- Kinan debugs (or delegates to dev)

### Exception 3: Refund Requests
- Customer cancels within 7 days → Auto-refund via Stripe webhook
- Customer cancels after 7 days → No refund (policy stated at checkout)
- Dispute/chargeback → Stripe notifies Kinan → Manual review

### Exception 4: Compliance/Legal
- Someone reports GDPR violation
- Someone claims widget is breaking their site maliciously
- Kinan reviews manually

**Everything else**: Automated. No exceptions.

---

## CONVERSION FUNNEL METRICS

**Success Metrics** (Track These):

| Stage | Metric | Target | Actual |
|-------|--------|--------|--------|
| **Landing** | Visitors → Widget engagement | 30% | TBD |
| **Qualification** | Widget engagements → Preview requests | 20% | TBD |
| **Demo** | Previews → Email opens | 60% | TBD |
| **Checkout** | Preview clicks → Stripe checkout | 15% | TBD |
| **Payment** | Checkouts → Successful payment | 70% | TBD |
| **Activation** | Payments → Widget installed | 80% | TBD |
| **Retention** | Installed → Still active at 30 days | 85% | TBD |

**Example Funnel** (1,000 visitors):
- 1,000 visitors → 300 widget engagements (30%)
- 300 engagements → 60 preview requests (20%)
- 60 previews → 36 email opens (60%)
- 36 opens → 9 checkouts (25% of openers = 15% of previews)
- 9 checkouts → 6 payments (70%)
- 6 payments → 5 installed widgets (80%)

**Result**: 1,000 visitors → 5 paying customers (0.5% conversion)

**Revenue**: 5 customers × $199/mo avg = $995 MRR from 1,000 visitors

**If we hit 10,000 visitors/month**: $9,950 MRR ($120K ARR)

---

## TECH STACK REQUIREMENTS

### Frontend (Website)
- Landing page: `index.html` (static, Netlify deploy)
- Widget JS: `widget.js` (embeddable, shadow DOM)
- Preview page: Dynamic HTML (screenshot + widget overlay)

### Backend (FastAPI)
- Auth: JWT-based (email + magic link, no password initially)
- Billing: Stripe Checkout + Webhooks
- Widget provisioning: Telnyx AI agent creation
- Email: Resend (transactional) + n8n (drip campaigns)
- Database: PostgreSQL (Elestio)
- Analytics: Plausible OR Mixpanel

### Infrastructure
- Hosting: Elestio VPS (Docker Compose)
- CDN: Cloudflare (for widget.js delivery)
- Domain: sunaiva.ai OR sunaivadigital.com
- Email: Resend (API-based, $20/mo for 50K emails)

### Integrations
- Stripe: Payment processing + subscription management
- Telnyx: Voice AI assistants + WebRTC
- Resend: Email delivery
- Playwright: Screenshot service for previews

---

## AUTOMATION CHECKLIST

### ✅ Must Be Automated (No Exceptions)

- [ ] Widget provisioning (user account + widget config + Telnyx assistant)
- [ ] Onboarding email (install code + dashboard link + video)
- [ ] Activation detection (widget goes live → email sent)
- [ ] Lead capture (conversation → CRM export or email)
- [ ] Usage metering (conversations counted → overage billing)
- [ ] Subscription renewal (Stripe auto-charges monthly)
- [ ] Cancellation (user cancels → widget disabled + confirmation email)
- [ ] Preview generation (URL → screenshot → email link)
- [ ] Analytics dashboard (conversations, leads, revenue)

### ⚠️ Can Be Manual (For Now, Automate Later)

- [ ] Custom enterprise deals (agencies wanting 50+ widgets)
- [ ] Technical support escalations (widget not loading)
- [ ] Refund disputes (chargebacks, fraud)
- [ ] Content moderation (if widget is abused for spam)

---

## OBJECTION HANDLING (Built Into AI)

**"Too expensive"**
> AI: "Let's do the math: $99/mo is $3.30/day. If I capture ONE extra lead worth $500, I've paid for myself 150 times over. Plus you can cancel anytime. What's one qualified lead worth to your business?"

**"How is this different from a chat widget?"**
> AI: "I'm VOICE, not text. People can talk to me while driving, cooking, or walking. That's way more natural than typing on mobile. Plus I'm conversational — not keyword matching."

**"Need to talk to a human first"**
> AI: "Fair enough. But real talk: I'm literally showing you what the product does right now. If you like talking to me, that's what your customers get. If you don't, a sales call won't change the product. What specific question can I answer?"

**"Don't have time to set it up"**
> AI: "5 minutes. Copy one line of code, paste it on your site, done. We've got a 2-minute video showing exactly where to paste it. And if you're stuck, we'll do it for you on a quick Zoom."

**"What if it says the wrong thing?"**
> AI: "You control the script. You give me the FAQs, the pitch, the booking link. I don't make stuff up. And you can listen to every conversation in the dashboard. If something's off, tweak the script in 2 minutes."

---

## SUCCESS CRITERIA (What "Done" Looks Like)

**Zero-Touch Pipeline is LIVE when**:
1. ✅ Prospect can discover widget on landing page
2. ✅ Prospect can talk to AI widget (no signup)
3. ✅ AI can qualify, demo, and close (no human handoff)
4. ✅ Preview feature works (URL → screenshot → email)
5. ✅ Stripe checkout works (payment → webhook → provisioning)
6. ✅ Onboarding email sent (install code + dashboard link)
7. ✅ Widget goes live when customer installs code
8. ✅ Conversations captured in dashboard
9. ✅ Leads emailed to customer in real-time
10. ✅ Subscription renews automatically (monthly billing)

**Kinan's involvement**: ZERO (except enterprise deals, refunds, escalations)

---

## FINAL MANDATE

> **Genesis deploys → Customers test → Genesis iterates → Genesis ships.**
>
> **Kinan does NOT touch sales, onboarding, or support unless it's a $10K+ deal or a refund dispute.**
>
> **The widget sells itself. The backend provisions itself. The customer onboards themselves.**
>
> **This is ZERO-TOUCH.**

---

**Status**: Design Complete
**Next Step**: Implement backend provisioning pipeline + preview feature
**Owner**: Genesis engineering team (Claude command centre + agent swarm)
**Target Launch**: Within 7 days
**Success Metric**: First paying customer acquired WITHOUT Kinan touching them

---

*Created: 2026-02-16*
*Version: 1.0.0*
*Authority: Kinan (Genesis Creator)*
