General Project Roadmap
We want you to have all the visibility you need throughout every step of your Twin development. Your project manager will share an updated version of the below roadmap with you, with any tasks or action items specific to your project added in.
But for general reference, here is an overview of our phases and deliverables:
| Phase | Task | Responsible |
|---|---|---|
| Admin | Sign SOW, submit payment for 1st month, and schedule onboarding call | Customer |
| Content Collection | Provide content to Steno in a Dropbox or Google Drive folder | Customer |
| Voice | Provide voice sample to Steno for cloning, or select from ElevenLabs for new voice design. (Will require free ElevenLabs account. Then log in and send voice ID.) | Customer |
| Behavior & Personality | Complete onboarding questionnaire, including the desired behavior, conversation flows (including any intake questions), conversation starters, and personality for each Twin | Customer |
| Twin Development | Process all customer-provided content & train Twin on knowledge | Steno |
| Twin Development | Develop Twin prompts and apply desired voice(s) | Steno |
| Twin Development | Test Twin internally against customer requirements | Steno |
| Dashboard Access | Share Dashboard access with customer along with web link demo of Twin | Steno |
| Customer Testing | Test Twin and provide feedback via thumbs up/thumbs down mechanism in the chat | Customer |
| Implement Feedback | Review & implement customer feedback to the Twin | Steno |
| Twin Approval | Review and approve the Twin for next phase | Customer |
| Prep | Schedule short meeting with customer to discuss any previously scoped integrations needs. (These would be noted in original SOW.) | Steno |
| External Database | Provide database access to Steno if the Twin will be pulling data from / passing data to an external source. (This would be noted in original SOW.) | Customer |
| Manual User Syncing | Upload your initial CSV list of users to the Steno dashboard. You’ll continue to do this on a regular basis. Instructions here. | Customer |
| Kajabi User Syncing | Here are the instructions for setting this up with us. | Customer |
| User Journey | If your twin needs context of an existing platform or user journey (for example, so users can ask it questions along the way), follow these instructions. | Customer |
| Authorization | Activate auth (login) flow | Steno |
| Payments | Create Stripe Connect account and share link with customer | Steno |
| Payments | Complete setup of Stripe Connect account | Customer |
| Payments | Provide product name and price(s) for the Twin, along with any special terms (1 week free, etc) to Steno via email | Customer |
| Payments | Create the product(s) and payment link(s) in Stripe | Steno |
| Marketing Assets | Develop landing page or sales page | Customer |
| Domain | Provide Steno with domain & subdomain where the Twin should be accessible. Example: chat.yourwebsite.com | Customer |
| Domain | Provide customer with DNS records to update with their website host. | Steno |
| Domain | Confirm with Steno that DNS records are updated | Customer |
| Domain | Redirect Twin to correct domain | Steno |
| Content Collection | Fill in app details in Onboarding Questionnaire | Customer |
| Create Accounts | Create the Apple App Store and Google Play developer accounts | Customer |
| Provide Apple Access | Log into App Store Connect > Users & Access > Invite integrations@steno.ai with the role “Admin” | Customer |
| Provide Google Access | Step 1: Log into Google Play Console > Users & Permissions > Invite integrations@steno.ai with the role “Admin”. Step 2: In Google Play Console, go to API Access. Create a new Service Account with “Admin” permissions. Step 3: Generate and download a new JSON key. Send this key to support@steno.ai | Customer |
| Create Mobile App | Create TestFlight build | Steno |
| Testing | Test the app via TestFlight and provide feedback | Customer |
| Feedback | Implement any TestFlight feedback | Steno |
| Submission | Submit the build through the app stores | Steno |
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