How to Migrate from Yellow.ai to Ceven
Migrating from Yellow.ai to Ceven involves rebuilding your customer support workflows and reconnecting your apps. This guide will walk you through the process, ensuring a smooth transition.
Ceven offers a robust platform for AI workflow automation, connecting to over 1,000 tools and enabling end-to-end workflows with AI steps and human-approval gates. By following these steps, you can enhance your customer support processes and consolidate your workflows.
Migrate from Yellow.ai to Ceven in 7 steps
Inventory Your Workflows
Start by listing all the customer support workflows you have in Yellow.ai. Focus on outcomes rather than specific steps, as you will be rebuilding these workflows in Ceven.
Connect Your Apps in Ceven
Ceven supports 1,000+ integrations. Connect the same apps you used in Yellow.ai to Ceven. This ensures that your data flows seamlessly between the platforms.
Rebuild Workflows in Ceven
Describe the outcomes of your Yellow.ai workflows in Ceven. Use Ceven's capabilities to add AI steps and human-approval gates where Yellow.ai was brittle. This is not a one-to-one recreation; aim to consolidate and enhance.
Add AI Steps and Approval Gates
Leverage Ceven's AI capabilities to automate more steps and add human-approval gates to critical decision points. This ensures that your workflows are more robust and reliable.
Validate in Parallel
Run both Yellow.ai and Ceven in parallel on real data. Use human-approval gates on writes to systems of record to ensure data integrity. Only switch over once the Ceven version is proven.
Schedule and Cut Over
Plan the cutover carefully. Schedule it during off-peak hours to minimize disruption. Ensure that all stakeholders are informed and prepared for the transition.
Monitor and Optimize
After the cutover, monitor the workflows closely. Optimize as needed to ensure that they meet your customer support needs efficiently.
Why teams switch from Yellow.ai to Ceven
Teams often switch from Yellow.ai to Ceven for the enhanced capabilities and flexibility offered by Ceven's platform. Ceven allows for more complex and customizable workflows, enabling teams to automate a wider range of customer support processes. Additionally, Ceven's AI steps and human-approval gates provide a more robust solution for handling critical decisions and ensuring data integrity.
Ceven's ability to connect to over 1,000 tools makes it a versatile choice for teams looking to consolidate their workflows and reduce the number of tools they use. This can lead to improved efficiency and cost savings, as well as a more streamlined customer support experience.
What moves over and what doesn't
When migrating from Yellow.ai to Ceven, the actual workflows and automation logic do not move over automatically. You will need to rebuild these workflows in Ceven, describing the outcomes and leveraging Ceven's capabilities to enhance them. The connected apps and data flows can be reconnected in Ceven, ensuring that your customer support processes continue to function smoothly.
What does not move over are the specific configurations and settings of your Yellow.ai workflows. You will need to recreate these in Ceven, but this process allows for optimization and enhancement. Additionally, any custom code or scripts used in Yellow.ai will need to be reimplemented in Ceven, if necessary.
Avoiding the common pitfalls
One common pitfall is trying to recreate Yellow.ai workflows one-for-one in Ceven. Instead, focus on the outcomes and use Ceven's capabilities to enhance and consolidate your workflows. This approach allows for a more efficient and effective migration process.
Another pitfall is not running both platforms in parallel during the transition. This ensures that you can validate the Ceven workflows and make any necessary adjustments before fully committing to the new platform. Always use human-approval gates on writes to systems of record to ensure data integrity during this period.
Frequently asked
Can Ceven auto-import my workflows from Yellow.ai?
No, Ceven does not support auto-import of workflows from Yellow.ai. You will need to rebuild these workflows in Ceven, which usually results in fewer, more capable workflows. This process allows for optimization and the addition of AI steps and human-approval gates.
How long does the migration process take?
The migration process can vary depending on the complexity and number of workflows you have in Yellow.ai. Generally, it involves inventorying your workflows, connecting your apps, rebuilding the workflows in Ceven, and validating them in parallel. This process can take several weeks to a few months.
What happens to my data during the migration?
During the migration, your data remains in Yellow.ai until you are ready to cut over to Ceven. Running both platforms in parallel ensures that your data flows seamlessly between the two systems. Use human-approval gates on writes to systems of record to ensure data integrity during this period.