Current platform
List the current channels, inboxes, calendars and workflows. Decide what should move and what should stay.
Migration path
A practical path from your current platform to a tested launch. Bring over the context that matters and make each change deliberate.
Migration sequence
Each step leaves a clear decision before the next one begins.
List the current channels, inboxes, calendars and workflows. Decide what should move and what should stay.
Collect public answers, policies, service details and escalation rules. Add them through the supported knowledge paths.
Start with web chat. Add email, messaging or voice after the active provider and configuration have been confirmed.
Map booking, lead capture, notifications and CRM destinations. Each connector depends on the plan and configuration.
Run real questions, booking cases and handoff cases in a test setup. Launch narrowly, review conversations and expand step by step.
Compare before you move
Use the comparison pages to check the operating differences before you map the migration.