How to Migrate from Relevance AI to Ceven
Migrating from Relevance AI to Ceven involves rebuilding your AI agent workflows on a new platform that offers enhanced connectivity, AI capabilities, and human-in-the-loop features.
This guide will walk you through the process of inventorying your workflows, connecting your apps, rebuilding your automations, and ensuring a smooth transition with minimal downtime.
Migrate from Relevance AI to Ceven in 6 steps
Inventory Your Workflows
Start by listing all your Relevance AI workflows and their outcomes. Focus on the results they achieve rather than the specific steps, as this will help you rebuild more efficient workflows in Ceven.
Connect Your Apps
Reauthorize the same apps and services in Ceven that you used in Relevance AI. Ensure you have the necessary permissions and access to maintain seamless operations.
Rebuild for Outcomes
Describe the outcomes you want to achieve in Ceven. This may involve consolidating multiple workflows into fewer, more capable automations that leverage Ceven's AI steps and human-approval gates.
Add AI Steps and Approval Gates
Enhance your workflows by adding AI steps for tasks like data enrichment and analysis, and include human-approval gates for critical actions to ensure accuracy and control.
Validate in Parallel
Run your Relevance AI and Ceven workflows side by side on real data. This allows you to compare results and make any necessary adjustments before fully transitioning to Ceven.
Schedule and Cut Over
Once you are confident in your Ceven workflows, schedule the final cutover. Ensure all team members are aware of the transition and provide any necessary training.
Why teams switch from Relevance AI to Ceven
Teams often migrate from Relevance AI to Ceven to take advantage of Ceven's extensive connectivity to over 1,000 tools, advanced AI capabilities, and human-in-the-loop features. Ceven allows for more complex and flexible workflows, including scheduled automations and approval gates, which can enhance operational efficiency and accuracy.
Additionally, Ceven's ability to build and host no-code pages and apps provides a more comprehensive solution for teams looking to streamline their business operations and reduce manual work.
What moves over and what doesn't
When migrating from Relevance AI to Ceven, the workflow logic and outcomes can be replicated, but the specific agent configurations and steps will need to be rebuilt. Ceven's AI steps and human-approval gates offer new ways to enhance and control your automations.
Data and app connections will need to be reauthorized in Ceven, ensuring that all necessary permissions are in place. However, the underlying data and systems of record remain with their respective platforms, as Ceven is designed to work alongside them.
Avoiding the common pitfalls
One common pitfall is attempting to recreate every detail of your Relevance AI workflows in Ceven. Instead, focus on the outcomes and rebuild workflows that are more efficient and leveraging Ceven's unique features.
Another pitfall is not validating your Ceven workflows in parallel with your Relevance AI workflows. Running both systems simultaneously ensures that you can identify and address any issues before fully transitioning to Ceven.
Frequently asked
Can Ceven automatically import my Relevance AI workflows?
No, Ceven does not support automatic import of Relevance AI workflows. You will need to rebuild your workflows in Ceven, which often results in more consolidated and capable automations.
How do I ensure data accuracy during the migration?
Run both Relevance AI and Ceven workflows in parallel on real data. This allows you to compare results and make any necessary adjustments before fully transitioning to Ceven.
What training is available for migrating to Ceven?
Ceven offers comprehensive documentation and support to help you through the migration process. Additionally, you can schedule training sessions with Ceven's support team to ensure a smooth transition.