Migrate a voice-channel support center

This page provides an overview of migrating from an existing voice-channel support center to a contact center based on Contact Center AI Platform (CCAI Platform).

The instructions on this page assume that you have a working support center with an integrated CRM.

Before you begin

If you are unfamiliar with CCAI Platform, see Create a sample contact center.

When you test your new CCAI Platform contact center, you need new telephone numbers. Determine in advance how many numbers you want for your CCAI Platform contact center and contact your account manager to request them.

Enter basic information

To enter the basic information for your contact center, follow these steps:

  1. To enter the support center email and name, do the following:

    1. In the CCAI Platform portal, go to Settings > Support Center Details.

    2. Go to the General section.

    3. In the Support Center Name field, enter a name for your contact center. This is displayed in reports.

    4. In the Display Name field, enter a display name for your contact center. This is displayed to end-users.

    5. In the Support Email Address field, enter an administrator email address for your contact center. This is used as a forwarding address for support emails.

  2. Enter time zones, hours of operation, and holiday closures.

    For more information, see Hours of operation settings.

Set up management operations

CCAI Platform provides a set of features for operation management.

Get your Operation Management settings in order:

  1. Specify the Operation Management settings for your support center.

    See Operation Management: General Settings.

  2. Create any custom Agent Statuses necessary for your operation.

  3. Establish your Target Metrics such as SLA and Target pickup time.

  4. Decide how you want your calls routed.

Set up teams

In this task, you create teams that parallel the teams in your existing support center.

You add and configure teams, but you don't add users to the teams. You bulk-upload users in the next section, Upload users.

To set up teams, follow these steps:

  1. Review User, agent, and team configuration.

  2. For each team in your existing support center, create a team and, if necessary, sub-teams.

Upload users

To migrate many users from an existing support center to your CCAI Platform contact center, use the bulk user management process.

This lets you populate a CSV file with information about all your users and upload the information to CCAI Platform in a single operation.

To bulk upload your users, follow these steps:

  1. Determine which CCAI Platform roles map best to your existing roles.

    For instructions, see User, agent, and team configuration.

    If necessary, you can create custom roles; see Custom roles & permissions.

  2. Download a CSV file that you can use as template, edit, and upload the CSV file to create your users.

    For instructions, see Bulk user management.

Create IVR and integrate your CRM

After adding your agents and teams, you need to set up queues for your Interactive Voice Response (IVR) and assign them to agents. After your queues are working, integrate CCAI Platform with your CRM.

  1. Set up queues for IVR calls.

    See IVR: Adding and Editing Queues Menus.

  2. Assign agents to queues.

    See Assigning agents to the IVR channel.

  3. Test the IVR queue menus.

  4. Integrate your CRM.

    CRM See documentation
    Salesforce Salesforce
    Salesforce Installation Guide
    Salesforce Status App Setup 1.0
    Zendesk Zendesk
    Zendesk App Installation Guide
    Kustomer Kustomer CRM Setup
    Microsoft Dynamics MS Dynamics Installation Guide
    Freshdesk Freshdesk CRM Integration
    HubSpot Configure HubSpot in the CCAI Platform portal
    ServiceNow Configure ServiceNow in the CCAI Platform portal
    Custom CRM Configure Custom CRM in the CCAI Platform portal

  5. Test your CRM integration.

Port your support center phone number

When you've completed setup and testing of your IVR, you're ready to begin taking live calls from your customers.

Depending on your telephony options, consider taking traffic on both your new CCAI Platform contact center and your existing support center, as agents ramp up on the new system.

Follow these steps to port your support center number:

  1. Review the information about porting.

    See Domestic phone number porting process.

  2. Work with your account manager and your current phone provider to port your phone number.

What's next