Implementation/Plan
30-Day Plan
A four-week Kalea implementation plan, from setup and internal testing to KPI evaluation.
For business owners or project owners who want to roll out Kalea in a phased and measurable way, not all at once.
What it does
This plan divides implementation into four weeks with clear targets and checklists, in line with the 14-day trial period plus the early subscription period.
Benefits
- Lower risk because the AI is tested before facing real customers.
- The team has time to learn and agree on SOPs.
- Optimization decisions are based on data in Analytics, not guesses.
Steps
- Week 1: Setup and internal testing.
- Sign up and run the Automatic AI setup.
- Complete the knowledge, product catalog, and prices in the AI Agent menu.
- Connect one WhatsApp number and/or widget.
- Test dozens of real questions in Playground and from internal phones.
- Invite the team and set roles.
- Week 2: Soft launch.
- Open the channel to some customers (e.g. one number, or the widget on one page).
- Review AI conversations in the Inbox every day; note wrong answers.
- Fix the knowledge and instructions based on those findings.
- Make sure the team is used to taking over chats handed off by the AI.
- Week 3: Automation and team SOP.
- Set up Routing and Team inbox so chats reach the right team.
- Create Quick replies for repeated questions.
- Build Workflows (e.g. outside working hours) and prepare templates for Blast to customers who have already interacted.
- Write a short SOP: who handles what, reply time limits, when to escalate.
- Week 4: KPI evaluation and optimization.
- Open Analytics: look at Overview, Responsiveness, Leads overview, and team KPI.
- Compare with the targets in Settings → KPI & survey.
- Trim unused FAQs, add frequently asked ones.
- Decide on a subscription plan in Settings → Billing before the trial ends.
Tips
Tip
Don't add many features at once. One change every few days makes it easier to see what has an impact.