Time to upgrade!

How to migrate tothe new Kayako

Getting StartedUse GoToWebinar panel for questions

Recording will be available afterwards

Sukhpreet KaurTechnical Consultant

Gary McGrathCustomer Success Consultant

Today’s webinarKayako update – what’s happened and where we’re headed next

Review the migration process in 4 easy steps

Live Q&A

The new Kayako helps you get better at customer service.

The new Kayako helpsyou…

Build closer relationships with your customers

Work better together as one team

Go beyond the concept of “customer delight”

Connecting the dotsCreate one clear story, tailored to your unique customers, with unified cases

Understand your customer’s context with full visibility into their support history

Collaborate with ease, empower your team

Supercharge your productivity with powerful automation

Register your interest at my.kayako.com

Opening up migration over the next few weeks

How can you upgrade?

Migration Process Phase 1Prepare your data for migration

Capture defaults and business rules

Reorganize your knowledge base articles

Migration Process Phase 2Testing the new platform

Kicking the tires in your sandbox instance

Going live with the new platform

OnDemand vs. Download customers

Migration Process Phase 3Replicate business rules & notifications

Set default status when agents reply to cases

Update cases with pending follow-ups

Recreate your email parser rules

Rebuild your workflows

Add escalations for your SLAs

Organize Help Center content

Last step…

Resume business as usual!

Live Q&A

Ask your questions in theGoToWebinar Panel now