How to Migrate from Forethought to Ceven
Migrating from Forethought to Ceven involves rebuilding your AI customer support workflows to take advantage of Ceven's advanced capabilities. This guide provides a step-by-step approach to ensure a smooth transition.
Before you begin, it's important to note that there is no automatic import feature. You will need to reauthorize your connected apps and rebuild your workflows in Ceven. We recommend running both systems in parallel to validate the new setup before fully transitioning.
Migrate from Forethought to Ceven in 6 steps
Inventory Your Workflows
Start by documenting all your current Forethought workflows. Focus on the outcomes they achieve rather than the specific steps. This will help you identify which workflows to prioritize and how to rebuild them in Ceven.
Connect Your Apps in Ceven
Reauthorize the same apps in Ceven that you used in Forethought. Ceven supports over 1,000 tools, so you should be able to connect all your necessary integrations.
Rebuild Workflows for Outcomes
Instead of recreating each workflow one-for-one, focus on the desired outcomes. Use Ceven's AI steps and human-approval gates to enhance the robustness and flexibility of your workflows.
Add AI Steps and Approval Gates
Identify areas where Forethought was brittle and add AI steps or human-approval gates in Ceven. This will help ensure your workflows are more resilient and can handle a wider range of scenarios.
Validate in Parallel
Run both Forethought and Ceven in parallel, using real data to validate the new workflows. Pay special attention to any workflows that involve writes to systems of record.
Schedule and Cut Over
Once you are confident in the Ceven workflows, schedule a cutover date. Communicate the change to your team and stakeholders, and ensure a smooth transition.
Why teams switch from Forethought to Ceven
Teams often switch from Forethought to Ceven because Ceven offers a more comprehensive platform for AI workflow automation. While Forethought specializes in customer support, Ceven can handle a wider range of use cases, including end-to-end workflows with AI steps and human-approval gates.
Ceven's ability to connect to over 1,000 tools and build no-code pages/apps provides additional flexibility and scalability. This makes it a more versatile solution for teams looking to automate and streamline their processes beyond just customer support.
What moves over and what doesn't
When migrating from Forethought to Ceven, the conceptual workflows and outcomes can be recreated, but the specific steps and configurations will need to be rebuilt. You will need to reauthorize all your connected apps and set up your workflows from scratch in Ceven.
Data and historical interactions from Forethought will not automatically transfer to Ceven. You will need to ensure that any necessary data is migrated separately or accessed through the connected apps in Ceven.
Avoiding the common pitfalls
One common pitfall is trying to recreate each workflow exactly as it was in Forethought. Instead, focus on the outcomes and use Ceven's advanced features to build more robust and flexible workflows. This approach can help you avoid unnecessary complexity and improve your overall automation strategy.
Another pitfall is not validating the new workflows thoroughly before cutting over. Running both systems in parallel and using real data can help you identify any issues and ensure a smooth transition. Pay special attention to workflows that involve writes to systems of record and consider adding human-approval gates for critical steps.
Frequently asked
Can Ceven automatically import my Forethought workflows?
No, Ceven does not support automatic import of Forethought workflows. You will need to rebuild your workflows in Ceven, which can be an opportunity to consolidate and enhance your automation strategy.
How long does it typically take to migrate from Forethought to Ceven?
The migration timeline can vary depending on the complexity of your workflows and the number of integrations. It's recommended to allocate sufficient time for inventory, rebuilding, validation, and parallel testing.
What support does Ceven offer during the migration process?
Ceven provides comprehensive documentation and support to assist with the migration process. Their team can help answer questions and provide guidance on best practices for rebuilding your workflows.