Botsonic Client Chatbot Launch and Branding Handoff (Onboarding)

Botsonic Client Chatbot Launch and Branding Handoff (Onboarding)

1. 01

   Confirm the client's plan tier against message volume before building

   Starter caps at 1,000 messages per month with 1 chatbot and 10M uploaded characters; Professional doubles to 2 chatbots and 3,000 messages with 50M characters; Advanced carries 12,000 messages. Size the tier to the client's expected monthly query count so the retainer does not stall mid-month on a message cap.

2. 02

   Create the chatbot and train it on three source types

   Point Botsonic at the client's website URL, connect the help center, and upload PDFs or files for anything not published. Keep the uploaded character count inside the tier limit (10M on Starter, 50M on Professional) so training does not fail silently.

3. 03

   Set the AI model and Agentic Actions

   Starter runs GPT-4o mini with 3 Agentic Actions; Professional adds GPT-4o and 5 Agentic Actions. Map each action to a real client outcome (appointment booking, lead capture, order status) rather than leaving defaults in place.

4. 04

   Apply client branding to the widget

   Load the client logo and brand colors in the chatbot appearance settings. Flag to the client that Botsonic branding shows on the widget by default and that removal is a $49/month add-on per chatbot, quoted separately in the retainer.

5. 05

   Wire the channel integrations the client actually uses

   Connect Zendesk or Freshdesk for ticket creation, WhatsApp and Facebook Messenger for inbound messaging, Slack for internal alerts, and Zapier for anything custom. Test one live query per channel before sign-off.

6. 06

   Configure live agent handoff and test escalation

   Define which intents escalate to a human and verify the handoff path end to end. Botsonic claims 70% of queries resolve without intervention, so the remaining 30% is where handoff quality decides whether the client keeps the retainer.

7. 07

   Verify multilingual coverage for the client's audience

   Botsonic supports 50+ languages. Run two or three test questions in the client's second language and correct any training gaps before launch.

8. 08

   Hand off the conversation log review routine

   Walk the client through reading conversation logs and analytics, agree a weekly review cadence, and document who owns retraining when the knowledge base changes. This is the deliverable that justifies the ongoing management fee.