How to Migrate from Lorikeet to Ceven
Migrating from Lorikeet to Ceven requires a methodical approach, as there is no automatic import feature. This guide will walk you through the process of rebuilding your AI customer support workflows, re-authorizing connected apps, and leveraging Ceven's additional capabilities.
Crucially, run both systems in parallel on real data before fully switching over, and use human-approval gates on writes to systems of record to ensure data integrity and security.
Migrate from Lorikeet to Ceven in 6 steps
Inventory Your Workflows by Outcome
Start by listing all the outcomes your Lorikeet workflows achieve, rather than focusing on the individual steps. This will help you understand the bigger picture and identify areas for improvement.
Connect the Same Apps in Ceven
Lorikeet taps into systems like Zendesk and Stripe. In Ceven, connect the same apps to ensure a seamless transition. Ceven supports 1,000+ tools, so you should find what you need.
Rebuild Workflows for Outcomes, Not Steps
In Ceven, rebuild your workflows to achieve the same outcomes, but don't recreate each step one-for-one. Use this opportunity to simplify and consolidate your workflows.
Add AI Steps and Approval Gates
Where Lorikeet may have been brittle, add AI steps in Ceven to handle complexities, and include human-approval gates to ensure accuracy and control.
Validate in Parallel
Run both Lorikeet and Ceven in parallel on real data. This allows you to validate that Ceven is working correctly and gives you time to make adjustments.
Schedule and Cut Over
Once you've confirmed that Ceven is handling your workflows correctly, schedule a cutover date. Ensure all stakeholders are informed and prepared for the transition.
Why teams switch from Lorikeet to Ceven
Teams often switch from Lorikeet to Ceven because of Ceven's broader range of integrations and advanced automation capabilities. Ceven supports 1,000+ tools, allowing for more comprehensive workflows that can span across various departments and systems.
Additionally, Ceven offers robust scheduling, AI steps, and human-approval gates, which can enhance the reliability and control of your customer support processes. Ceven also builds and hosts no-code pages and apps, providing a more holistic solution for customer support and beyond.
What moves over and what doesn't
When migrating from Lorikeet to Ceven, the workflow logic and outcomes you have in Lorikeet will need to be rebuilt in Ceven. This means that the specific steps and integrations will not automatically transfer over. However, the knowledge and experience gained from using Lorikeet will be invaluable in rebuilding more efficient and effective workflows in Ceven.
What does move over are the best practices and lessons learned from using Lorikeet. These insights can be applied to create more robust and scalable workflows in Ceven, taking advantage of its additional features and integrations.
Avoiding the common pitfalls
One common pitfall is trying to recreate each step from Lorikeet exactly in Ceven. Instead, focus on the outcomes and use this as an opportunity to simplify and improve your workflows. Another pitfall is not running both systems in parallel long enough to ensure a smooth transition. Give yourself plenty of time to validate the new workflows in Ceven before fully cutting over.
Finally, ensure that you have human-approval gates in place for any writes to systems of record. This will help prevent data loss or corruption during the migration process and provide an additional layer of security and control.
Frequently asked
Can Ceven auto-import my workflows from Lorikeet?
No, Ceven does not offer an auto-import feature for Lorikeet workflows. You will need to rebuild your workflows in Ceven, but this process usually results in fewer, more capable workflows that better serve your needs.
How long does the migration process typically take?
The duration of the migration process varies depending on the complexity of your workflows and the number of integrations involved. It is recommended to allocate sufficient time for rebuilding, testing, and validating your workflows in Ceven before fully cutting over.
What should I do if I encounter issues during the migration?
If you encounter issues during the migration, refer to Ceven's documentation and support resources. Additionally, consider reaching out to Ceven's support team for assistance. They can provide guidance and help troubleshoot any problems you may encounter.