WebsDocs Process

Start fast, activate cleanly, and keep every agent path visible.

WebsDocs connects the full setup journey: free RTC starter generation, paid RTC activation, RTD voice setup, CRM dashboards, email notices, profile tools, and support-ticket visibility.

Free RTC start Name + website URL + email

When the basic details are ready, the free AI Business Agent path can start quickly and return the install direction without requiring credit card or debit card details.

Start Free AI Business Agent Explore RTD Voice Agent Run Website Scan
Free RTC starter Paid RTC activation RTD voice setup CRM dashboard access Email + support records

Connected Setup Journey

One process for free agents, paid activation, voice setup, dashboards, and support.

WebsDocs is designed around a clear setup path. A visitor can start with a free RTC Chat Agent, move into paid RTC or RTD activation, receive setup details by email, generate the required install output, and review the agent through the CRM dashboard.

The process keeps the important pieces connected: website details, activation codes, install snippets, dashboard login details, profile records, usage visibility, email notices, and support-ticket history.

Free RTC starter Ready details can start the free agent path in about one minute.
Paid activation After confirmed checkout, the activation email can arrive quickly through the automated flow.
Prepared setup Chat and Voice agents can be created within minutes when business details are ready.

AI Agent Activation Path

Start with a free RTC agent, then move into paid chat or voice activation when ready.

WebsDocs separates quick starter access from paid activation. A prepared business can begin with a free RTC Chat Agent, then use a paid activation code to create a managed RTC Chat Agent or RTD Voice Agent with dashboard access and setup records.

01
Free RTC Starter

Generate a free AI Business Agent.

The free path is built for low-friction testing. With the business name, website URL, and email ready, the starter agent can be created quickly without card details.

  • Enter business name, website URL, and email
  • Create a domain-bound starter agent path
  • Receive setup direction and email notification
Start Free RTC Agent
02
Paid RTC Activation

Activate a managed Chat Agent after checkout.

After confirmed checkout, WebsDocs sends the paid activation email. The client uses the activation code to create the paid RTC Chat Agent profile, install output, and dashboard access.

  • Receive activation email after payment confirmation
  • Use the activation code on the paid activation page
  • Create profile, install snippet, and dashboard login details
Open Paid RTC Activation
03
RTD Voice Activation

Create a website Voice Agent with its own setup flow.

RTD Voice Agent setup follows the voice activation path. The business details, greeting, language behavior, services, FAQs, handoff rules, and voice settings are used to create the voice profile and dashboard record.

  • Use the paid voice activation code
  • Create voice profile, local JSON file, and install snippet
  • Review usage, credits, handoffs, and sessions in Voice Dashboard
Open RTD Voice Activation
Free starter About 1 minute when details are ready

The free RTC path is designed for quick setup using basic business details.

Paid checkout Activation email through automated flow

After confirmed checkout, the activation email can be generated and sent quickly.

Prepared setup Chat and Voice setup within minutes

When business details are ready to paste, RTC and RTD agents can be created fast.

Dashboard Visibility

After activation, the agent is not hidden. The dashboard keeps the setup visible.

WebsDocs connects each agent setup with dashboard records, usage visibility, profile details, support direction, billing signals, and install information. This helps clients and support teams understand what was created, where it belongs, and how it is performing.

Setup identity Site ID, dashboard ID, and agent profile

Each activated agent connects to setup records, approved website details, dashboard access, and the profile used for the installation.

Conversation review Chat activity and visitor signals

RTC Chat Agent records help review visitor questions, support direction, inquiry flow, topics, pages, and agent activity.

Voice visibility Voice sessions, minutes, credits, and handoffs

RTD Voice Dashboard gives visibility into voice usage, call sessions, credit movement, handoff signals, billing state, and install data.

Usage control Credits, usage pressure, and plan signals

Dashboard records help show usage state, credit balance, package direction, plan access, and when review or support may be needed.

Service Project Paths

Some work starts instantly. Custom projects move through scope, review, and delivery.

WebsDocs supports both quick AI Agent activation and structured service projects. Website development, optimization, documentation systems, and mixed digital work may need a clearer review path before delivery begins.

Website Development

Structured websites and landing systems.

For new websites, service pages, landing systems, and business website builds, the process starts with structure, content direction, page planning, and delivery scope.

  • Review business purpose and page requirements
  • Prepare content, layout, trust signals, and CTA flow
  • Define build scope before final delivery
View Website Development
Website Optimization

Cleanup, speed, clarity, and conversion direction.

Existing websites can move through review, scan, cleanup, content correction, technical improvement, and clearer visitor direction before larger changes are planned.

  • Review public website signals and weak areas
  • Improve structure, speed, SEO basics, and trust flow
  • Use scan or estimator paths for starting direction
View Website Optimization
Documentation Systems

Organized documents, knowledge, and business records.

Documentation work focuses on clarity, structure, reusable drafts, content systems, operational records, client-facing documents, and long-term information organization.

  • Organize business, project, or support information
  • Create structured drafts, records, and document frameworks
  • Prepare content for internal use, clients, or support flows
View Documentation Systems
Scope of Work

Formal review path for custom projects.

When a project needs more clarity than a normal inquiry, the Scope of Work path helps define the project summary, included work, exclusions, deliverables, responsibilities, timeline, and approval details.

  • Useful for custom website, AI, documentation, or mixed projects
  • Clarifies what is included and what is not included
  • Creates a project-specific draft before final approval
Start Scope of Work

Industry Solutions Process

Industry support systems are planned, reviewed, and implemented as managed service work.

WebsDocs Industry Solutions are built for businesses that need more than a simple AI widget. These projects may include inquiry handling, booking direction, appointment flow, technical support routing, customer help, voice support, dashboard visibility, and human escalation.

01
Choose plan Select the industry support path

The client chooses the suitable Industry Solution plan based on the business type, support needs, expected inquiry flow, and required implementation depth.

02
Initial payment Pay 50% to begin the managed setup

Industry Solution work begins after the initial payment is confirmed. The remaining payment and delivery terms follow the agreed plan or project scope.

03
Project form Submit paid URL, name, email, and payment reference

The client completes the required form with the paid page URL, contact details, business reference, and payment reference so WebsDocs can match the request with the correct plan and setup record.

04
Managed implementation WebsDocs reviews, prepares, and delivers the service

The implementation period depends on the selected plan, business information readiness, required support layers, and whether the setup needs booking, appointment, inquiry, technical support, or custom escalation paths.

Support Layer

Support is separated for existing clients, new inquiries, setup help, and technical review.

WebsDocs uses one support direction for active services, AI agents, dashboards, billing, activation, email delivery, profile regeneration, website integration, and technical issues. New clients are guided toward inquiry, plans, estimates, or Scope of Work before service begins.

Existing clients Open a support ticket with project or dashboard references

Existing clients should include Site ID, Dashboard Client ID, activation code, payment reference, ticket ID, website URL, screenshot, JSON file, or any useful setup reference.

New clients Use inquiry, plan, estimator, or Scope of Work path first

New clients should start from the relevant product page, service page, pricing path, website estimator, Industry Solution plan, contact form, or Scope of Work when custom review is needed.

Setup support Activation, install snippet, dashboard login, and profile file help

Support can help with RTC Chat Agent activation, RTD Voice Agent setup, install direction, dashboard access, company-profile.json, voice-company-profile.json, and profile regeneration questions.

Review and escalation Billing, usage, privacy, lawful-use, and human review

Billing questions, usage review, refund review, privacy requests, lawful-use review, complex technical cases, and sensitive matters can be routed into a clear support or review path.

Choose Your Path

Start free, activate an agent, request an industry system, or move into a custom project path.

WebsDocs gives different entry points for different needs. Quick AI Agent setup can start through the free or paid activation flow. Industry and custom service work can move through plans, inquiry, payment reference, support review, or Scope of Work when deeper project clarity is needed.

Start Free RTC Agent Create a starter AI Business Agent path without card details. View Chat Agent Plans Compare managed RTC Chat Agent setup and dashboard access. Explore Voice Agent Review RTD Voice Agent setup, minutes, dashboard, and support path. Industry Solutions Plan a managed support system for booking, inquiry, support, or customer help. Website Development Start a structured website or landing system project. Start Scope of Work Use SOW when the project needs custom review, deliverables, and approval details.