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Move from another chat tool

How to move from Tidio, Intercom, Gorgias, Crisp, Zendesk or another chat tool. Set Agentmatica up and test it first, then swap the chat on your site, so you're never without one.

1. Export before you cancel

Some tools delete your data after you cancel, and some don't export everything. Before you cancel, save:

help-center articles and FAQs
the answers you trained the old AI on (Q&A, guidance, custom answers). Some tools have no export for these, so copy the text
saved replies, macros or shortcuts whose wording you want to keep
contacts and any conversations you need for your records

The guide for each tool below lists what it lets you export and where.

2. Bring your knowledge across

Your website: paste your store URL when you create the agent and we crawl your pages. Many chat tools learn from the same pages.
A help center on another domain (for example yourbrand.gorgias.help or intercom.help/your-workspace): add your most-used articles with Add Source → Add Page URL. See Knowledge base.
Documents: upload PDF, DOCX, TXT or Markdown files under Add Source → Upload Files.
Trained answers and guidance you copied: paste them as text snippets under Add Source → Add Text Snippet.
Rules for how the agent sells: put pairings and offers in Sales notes, under Persona & tone.

Then ask the agent the questions your customers ask most, in the dashboard. If a reply isn't right, use Improve answer to save the exact wording.

3. Swap the chat on your site

Remove the old chat. On Shopify, turn off its app embed under Online Store → Themes → Customize → App embeds, then uninstall the app. On WordPress, deactivate its plugin. Anywhere else, delete its script tag.
Add Agentmatica with the Shopify app, the WordPress plugin or the script tag.
Open your store in a private window and check that only one chat shows.

4. Keep your helpdesk for tickets

You don't have to move your ticket history. Agentmatica handles the chat on your site and hands conversations that need a person to your team. With Zendesk, every escalation and new lead opens a ticket. For other helpdesks, send handoffs with the custom webhook, or to Slack or Telegram.

Guides by tool

What each tool lets you export, and where its help content lives:

Want us to do it?

Assisted Launch ($490 one-time) sets the agent up around the job that matters most to you and goes through the answers with you before it goes live.

Turn the questions shoppers
ask into orders.

Add your store, ask it what your shoppers ask, and watch it answer from your pages, show the right products and build the cart. Put it on your site when you’re ready. Nothing goes live until then.

Start free · Try it before it goes live · No credit card