How to Migrate from My AskAI to Ceven
My AskAI is an AI customer service agent that resolves support tickets from your knowledge base, living in your helpdesk to assist in customer support.
Ceven is an 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 & host no-code pages/apps. This guide will help you migrate from My AskAI to Ceven, focusing on rebuilding your workflows and automating customer support tasks.
Migrate from My AskAI to Ceven in 5 steps
Inventory Your Workflows
Start by listing all the tasks and workflows you currently have in My AskAI. Focus on the outcomes and results you achieve with each workflow, rather than the specific steps. This will help you identify which workflows to rebuild in Ceven.
Connect the Same Apps in Ceven
Connect the same apps and tools in Ceven that you have connected in My AskAI. Ceven connects to 1,000+ tools, so you should be able to find and connect the same integrations. This will allow you to automate the same tasks and workflows in Ceven.
Describe the Outcome to Rebuild
Describe the desired outcome of each workflow in Ceven. This will help you focus on the results you want to achieve, rather than recreating the same steps from My AskAI. Add AI steps and human-approval gates where necessary.
Validate in Parallel
Run both My AskAI and Ceven in parallel for a period of time. This will allow you to validate that Ceven is working as expected and that you are achieving the same results. Use real data and monitor the performance of each system.
Schedule and Cut Over
Once you are confident that Ceven is working as expected, schedule a cutover date. This will allow you to switch over to Ceven completely and retire My AskAI. Ensure that all data is up-to-date and that all workflows are running smoothly in Ceven.
Why teams switch from My AskAI to Ceven
Teams switch from My AskAI to Ceven for several reasons. Ceven offers a more comprehensive automation platform that can handle a wider range of workflows and tasks. With Ceven, you can automate not only customer support tasks but also other busywork around your system, such as data enrichment, follow-ups, and reporting. Ceven also offers AI steps and human-approval gates, which can help you build more robust and reliable workflows.
Additionally, Ceven can build and host no-code pages and apps, allowing you to create custom solutions tailored to your specific needs. This makes Ceven a more versatile and powerful tool for teams looking to automate their workflows and improve their efficiency.
What moves over and what doesn't
When migrating from My AskAI to Ceven, it's important to understand what moves over and what doesn't. Your workflows and automations will need to be rebuilt in Ceven, as there is no automatic import feature. This means you will need to reconnect the same apps and tools in Ceven and describe the desired outcome of each workflow. However, the knowledge base and customer data will remain in your helpdesk, so you will not be moving any sensitive data into Ceven.
The AI capabilities of My AskAI will not directly transfer to Ceven, but you can add AI steps in Ceven to achieve similar results. Ceven also offers human-approval gates, which can help you build more robust and reliable workflows. This means you will need to rebuild your workflows in Ceven, but you will have the opportunity to improve and optimize them in the process.
Avoiding the common pitfalls
One of the most common pitfalls when migrating from My AskAI to Ceven is trying to recreate the same workflows one-for-one. Instead, focus on the desired outcome of each workflow and rebuild them in a way that takes advantage of Ceven's unique features and capabilities. This will allow you to create more efficient and effective workflows in Ceven.
Another common pitfall is not validating the new setup in parallel with the old system. Running both My AskAI and Ceven in parallel for a period of time will allow you to validate that Ceven is working as expected and that you are achieving the same results. This will also give you the opportunity to make any necessary adjustments before switching over completely. Finally, ensure that all data is up-to-date and that all workflows are running smoothly in Ceven before cutting over completely.
Frequently asked
Can Ceven automatically import my workflows from My AskAI?
No, Ceven does not offer an automatic import feature. You will need to rebuild your workflows in Ceven, but this process usually allows for consolidation into fewer, more capable workflows. This is an opportunity to optimize and improve your automations.
Will I lose my customer data when migrating to Ceven?
No, your customer data and knowledge base will remain in your helpdesk. Ceven is not a replacement for your system of record and does not require you to move any sensitive data. Ceven will run alongside your helpdesk, automating the busywork around it.
How long does the migration process typically take?
The duration of the migration process depends on the complexity and number of workflows you have in My AskAI. Generally, it involves inventorying your workflows, connecting the same apps in Ceven, rebuilding the workflows with a focus on outcomes, validating in parallel, and scheduling a cutover. Plan for several weeks to ensure a smooth transition and thorough validation.