Brevn Lead Routing and Dashboard Handoff (Delivery)

Brevn Lead Routing and Dashboard Handoff (Delivery)

1. 01

   Confirm the client's Brevn tier before configuring routing

   Basic at $19/mo caps at 1 agent and 300 conversations/mo, Starter at $39/mo allows 2 agents and 1,500 conversations/mo, and Business at $79/mo covers 3 agents and 6,000 conversations/mo. Match the tier to the client's expected monthly inquiry volume so lead alerts do not stop mid-month.

2. 02

   Verify the crawl covers every page that answers visitor questions

   Brevn builds its knowledge base from crawled site content, and auto re-crawl runs every 14 days on Basic versus every 7 days on higher tiers. Walk the client's top service pages, pricing page, and FAQ before go-live, then trigger a manual re-crawl if the client changed copy after the initial crawl.

3. 03

   Set lead capture fields to the minimum the client will actually follow up on

   Name, email, and phone are the standard capture set. Adding fields beyond those three lowers completion on local service sites, so keep the form short and let the conversation inbox hold the rest of the context.

4. 04

   Route email alerts to a monitored inbox, not a personal address

   Brevn sends email alerts when buying intent is detected. Point alerts at a shared inbox the client checks during business hours, and confirm the owner's mobile address is copied if after-hours response is part of the retainer.

5. 05

   Walk the client through the conversation inbox and thread view

   Show full thread context, conversation history, and the analytics view covering conversation volume, lead count, and qualified leads. The client should be able to open any thread and see what the visitor asked before the lead was captured.

6. 06

   Hand over the lead export workflow on Starter and above

   Starter at $39/mo and Business at $79/mo include lead export. Demonstrate the export so the client can push leads into their CRM or spreadsheet, and document the cadence they will run it on.

7. 07

   Document the branding boundary in the handoff guide

   Brevn does not offer white-label branding, so the client-facing dashboard and widget carry Brevn branding. State this plainly in the handoff document so the client is not surprised when they log in.

8. 08

   Set the retainer review date and re-crawl schedule

   Book a 30-day review to check conversation volume against the tier limit and decide whether the client moves up the pricing ladder. Note the re-crawl interval in the handoff guide so the client knows when the knowledge base refreshes.