How to Migrate from Yellow.ai to Ceven
Migrating from Yellow.ai to Ceven involves rebuilding your customer support automations on the Ceven platform. This process ensures that your customer support workflows are robust, scalable, and capable of handling complex tasks with AI steps and human-approval gates.
Yellow.ai's agentic AI platform powers autonomous AI agents that automate customer support across voice, chat, and email. Ceven, on the other hand, 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 and host no-code pages/apps.
Migrate from Yellow.ai to Ceven in 6 steps
Inventory Your Automations by Outcome
Begin by listing all the customer support automations you have in Yellow.ai. Group them by the outcomes they achieve, such as ticket resolution, customer follow-ups, or data enrichment. This will help you understand the bigger picture and identify areas for consolidation.
Connect the Same Apps in Ceven
Ceven connects to 1,000+ tools, including many of the same integrations you use in Yellow.ai. Start by setting up these connections in Ceven. This will ensure that your workflows can communicate with the same systems and data sources.
Rebuild Your Workflows to Achieve the Same Outcomes
Instead of recreating each automation one-for-one, focus on rebuilding workflows in Ceven that achieve the same outcomes. This is an opportunity to consolidate and simplify your workflows, making them more efficient and easier to manage.
Add AI Steps and Approval Gates
Use Ceven's AI steps to enhance your workflows with intelligent automation. Add human-approval gates where Yellow.ai's automations were brittle or required manual intervention. This will make your workflows more robust and reliable.
Validate in Parallel
Run both Yellow.ai and Ceven in parallel on real data. This allows you to validate that your new workflows in Ceven are functioning correctly and producing the desired outcomes. Use human-approval gates on writes to systems of record to ensure data integrity during the transition.
Schedule and Cut Over
Once you are confident that your Ceven workflows are working as expected, schedule a cutover date. Communicate this date to your team and stakeholders, and ensure a smooth transition from Yellow.ai to Ceven.
Why teams switch from Yellow.ai to Ceven
Teams often switch from Yellow.ai to Ceven for enhanced flexibility and capabilities. While Yellow.ai excels in automating customer support across multiple channels, Ceven offers a broader range of automation possibilities. Ceven's ability to connect to 1,000+ tools, run scheduled workflows, and integrate AI steps and human-approval gates make it a powerful platform for automating complex tasks beyond customer support. Teams looking to automate a wider array of business processes, including data enrichment, reporting, and internal workflows, find Ceven to be a more versatile solution.
What moves over and what doesn't
When migrating from Yellow.ai to Ceven, the focus is on rebuilding the automations and workflows, not on moving data. Your customer support workflows, such as ticket resolution and follow-ups, will need to be rebuilt in Ceven. The actual customer data and interactions remain in your CRM or system of record. Ceven is not a CRM and does not replace your system of record. Instead, it automates the busywork around your CRM, such as data enrichment, follow-ups, syncing, and reporting.
Avoiding the common pitfalls
One common pitfall is trying to recreate every automation one-for-one. Instead, focus on rebuilding workflows that achieve the same outcomes, but with improved efficiency and scalability. Another pitfall is not running both systems in parallel during the transition. Always validate your Ceven workflows on real data before cutting over completely. This ensures that your new workflows are functioning correctly and producing the desired outcomes. Additionally, be sure to add human-approval gates where necessary to maintain data integrity during the transition.
Frequently asked
Can Ceven auto-import my workflows from Yellow.ai?
No, Ceven does not offer an auto-import feature for workflows. Migrating from Yellow.ai to Ceven involves rebuilding your automations on the Ceven platform. This process usually consolidates workflows into fewer, more capable automations, enhancing efficiency and scalability.
Will my customer data move to Ceven?
No, your customer data will remain in your CRM or system of record. Ceven is not a CRM and does not replace your system of record. Instead, it automates the busywork around your CRM, such as data enrichment, follow-ups, syncing, and reporting.
How long does the migration process take?
The duration of the migration process depends on the complexity and number of your workflows. It is recommended to start by rebuilding a few critical workflows and gradually migrate others. Running both systems in parallel during the transition ensures a smooth and validated cutover.