Contacts and companies
Your whole customer list with custom fields, tags and the notes your team wrote over the years.
Changing your support platform is rarely about price - it is about the years of contacts you do not want to lose. Pay yearly on Standard or above and we move them for you, at no extra cost.
Your whole customer list with custom fields, tags and the notes your team wrote over the years.
Agents, teams, working hours and the routing rules that decide who answers what.
We install the new widget, match it to your brand, and switch it over when you say so - not before.
You keep the export we work from. Nothing is deleted on the old platform by us.
Most platforms export contacts from settings. If yours does not, give us read access for a day and we take it from there.
We map fields, import everything, and go through it with you: counts, samples and anything that did not fit cleanly.
The old widget keeps working until you swap the script. You choose the moment - usually a quiet evening.
Every support platform makes it easy to start and quietly hard to leave. The lock-in is not technical - it is the fear of losing your customer list. Contacts come out of one export with fields and tags that match nothing else, and someone has to map them.
We do that work. Pay yearly on Standard or above and migration is included: contacts and companies with their custom fields, teams and routing rules.
The move is reversible until the last step. Your old platform keeps running while we import, and the widget on your site only changes when you replace the script - so there is no window where customers cannot reach you.
If you are moving from a stack rather than a single tool - a chat platform, a separate scheduling tool, a consent banner and a CRM - tell us. Those are separate subscriptions today and one platform afterwards, which is usually where the saving comes from.
Nothing, if you pay yearly on Standard or above. On a monthly plan we will still help, but scheduling depends on the queue.
One business day for a normal account. Very large contact lists or unusual custom fields can take longer - we tell you before we start, not after.
Only when you want them to. The old widget serves your site until you swap the script, and conversations in flight are not interrupted.
We show you what did not fit before we finish - usually exotic custom fields or automations. You decide whether to rebuild them in RolChat or drop them.
Crisp, Intercom, Tidio, Zendesk, LiveChat, Freshdesk and HubSpot are routine. Anything that can export contacts as CSV or JSON works - ask us.
We will look at your export, tell you exactly what comes across, and book the day.