Review AI ethics guidelines with leadership team Identify primary use cases (missed calls, scheduling, FAQs) Gather church information: service times, staff contacts, programs Create a comprehensive list of frequently asked questions Schedule kickoff meeting with ShepherdAI onboarding team Assign a project champion from your staff or leadership Complete ShepherdAI account setup and profile Configure church branding, logo, and color palette Input service times, events, and church calendar Upload staff directory and contact information Customize AI responses to match your church's voice and tone Set up calendar integrations for appointment booking Configure phone number forwarding settings Test AI responses with a set of sample scenarios Train staff and key volunteers on the ShepherdAI dashboard Review escalation protocols — who gets alerted and when Conduct test calls covering a range of real-world scenarios Refine AI responses based on test results and feedback Create a staff quick-reference guide for common questions Set up notification and alert preferences for your team Test emergency and crisis escalation workflows thoroughly Announce ShepherdAI to your congregation from the pulpit Update your website with new 24/7 contact information Send an email to members explaining the new service Post on social media about round-the-clock availability Update your voicemail greeting to reflect ShepherdAI Go live with ShepherdAI across all contact channels Monitor the first week closely and log any edge cases Schedule a 30-day review meeting with your team Weekly: Review conversation logs and missed escalations Weekly: Check for unanswered or poorly handled inquiries Monthly: Update FAQs and responses based on new patterns Monthly: Review calendar and event information for accuracy Quarterly: Reassess AI tone, voice, and response quality Quarterly: Share an update with leadership on AI impact Annually: Full audit of ShepherdAI settings and workflows