How to Migrate from Cresta to Ceven
Migrating from Cresta to Ceven involves rebuilding your AI customer support workflows on a new platform with expanded capabilities. This guide will walk you through the process, ensuring a smooth transition and enhanced capabilities.
Ceven offers a comprehensive AI workflow automation platform that connects to 1,000+ tools, runs end-to-end workflows on a schedule with AI steps and human-approval gates, and can build and host no-code pages/apps, but there is no auto-import feature.
Migrate from Cresta to Ceven in 5 steps
Inventory Your Workflows by Outcome
List all the customer support workflows managed by Cresta, noting the outcomes they achieve. Focus on the results, not the steps, to allow for creative rebuilding on Ceven.
Connect the Same Apps in Ceven
Ceven supports 1,000+ integrations, so you can reconnect the same apps and services used in Cresta. Ensure all necessary tools are linked in Ceven before rebuilding your workflows.
Rebuild for Enhanced Capabilities
Describe the outcomes you want to achieve in Ceven, then build workflows to accomplish them. You wont recreate one-for-one but rather consolidate and enhance. Add AI steps where Cresta was brittle, and incorporate human-approval gates for critical decisions.
Validate in Parallel
Run both Cresta and Ceven in parallel using real data. This ensures that Ceven is working as expected and allows for a safe transition. Use human-approval gates on writes to systems of record to prevent data inconsistencies.
Schedule and Cut Over
Once youve validated that Ceven is handling your customer support workflows effectively, schedule a cutover. Communicate the change to your team and ensure a smooth transition.
Why teams switch from Cresta to Ceven
Teams often switch from Cresta to Ceven to leverage enhanced AI capabilities and a broader range of integrations. Ceven offers a more flexible platform for building and hosting no-code pages and apps, which can be particularly useful for teams looking to expand their customer support offerings beyond voice and digital channels.
Ceven's ability to run end-to-end workflows on a schedule with AI steps and human-approval gates provides a more robust solution for complex customer support scenarios. Additionally, Ceven's support for 1,000+ integrations ensures that teams can connect all necessary tools and services, streamlining their workflows.
What moves over and what does not
When migrating from Cresta to Ceven, it's important to understand that there is no auto-import feature. This means you will need to rebuild your workflows manually. However, this process allows you to consolidate and enhance your workflows, taking advantage of Ceven's expanded capabilities.
The data itself does not migrate automatically; you will need to validate the workflows in Ceven using real data to ensure accuracy. Additionally, any custom configurations or scripts specific to Cresta will need to be re-created in Ceven.
Avoiding the common pitfalls
One common pitfall is trying to recreate the exact workflows from Cresta in Ceven. Instead, focus on the outcomes and rebuild the workflows to achieve those results more efficiently.
Another pitfall is rushing the transition. Running both systems in parallel and thoroughly validating the workflows in Ceven is crucial. Ensure that all team members are trained on the new platform and that communication channels are open during the transition.
Frequently asked
Does Ceven offer an auto-import feature for Cresta workflows?
No, Ceven does not offer an auto-import feature. You will need to rebuild your workflows manually, which allows you to consolidate and enhance them using Ceven's expanded capabilities.
How do I handle data consistency during the migration?
Run both Cresta and Ceven in parallel using real data. Use human-approval gates on writes to systems of record to prevent data inconsistencies. Validate the workflows thoroughly in Ceven before cutting over.
What if I encounter issues during the migration?
Ceven offers support and resources to help with the migration process. Reach out to Ceven's support team for assistance and leverage their documentation and community forums for guidance. Additionally, consider scheduling a consultation with a Ceven expert to ensure a smooth transition.