Chatwoot
Chatwoot is open-source customer engagement platform. Best suited for technical teams wanting open-source flexibility. Known for its open-source with self-hosting option.
Switching from Chatwoot? This guide covers everything you need: exporting data, connecting channels, setting up automations, and training your team. Most migrations take 1-3 days.
Why Teams Switch from Chatwoot
Chatwoot is Technical teams wanting open-source flexibility. However, teams often find these pain points:
- Per-agent pricing model
- Self-hosting requires technical expertise
- Limited advanced features in lower tiers
- No Discord or Zalo support
What You'll Gain with Converge
Step-by-Step Migration Process
Audit Your Current Setup
Document all channels, integrations, and workflows you use in Chatwoot. List active agents, custom automations, and any API connections.
Export Your Data
Export customer contacts, conversation history, and any saved templates from Chatwoot. Most platforms offer CSV or JSON export options in their admin settings.
Set Up Your New Platform
Create your Converge account, invite team members, and configure company settings (working hours, timezone, roles).
Connect Your Messaging Channels
Connect WhatsApp, Telegram, Messenger, Instagram, Discord, Zalo, and email to Converge. Each channel takes 2-5 minutes to set up.
Configure Automations
Set up auto-replies, SLA policies, auto-routing rules, and quick reply templates to match your previous workflows.
Run in Parallel (Optional)
Keep Chatwoot active for 1-2 weeks while your team gets comfortable with Converge. Route new conversations to Converge while finishing open tickets in Chatwoot.
Decommission Chatwoot
Once your team is fully on Converge, disconnect channels from Chatwoot, cancel your subscription, and keep your data export as a backup.
Feature Comparison
Chatwoot ConvergeCost Comparison
Migration Timeline
What You Might Miss
Chatwoot has strengths that Converge approaches differently:
- Open-source option available
- Good channel coverage
- Active development community
Converge focuses on messaging-first support with flat pricing. If Chatwoot's specific strengths are critical for your workflow, evaluate both platforms during Converge's 14-day free trial before committing.
Frequently Asked Questions
Most teams complete the migration in 1-3 business days. Setting up Converge takes about 30 minutes, connecting channels takes 2-5 minutes each, and configuring automations takes 1-2 hours. We recommend running both platforms in parallel for 1-2 weeks during the transition.
Yes. Chatwoot provides data export options in their admin settings. You can typically export customer contacts, conversation history, and account data as CSV or JSON files. Check Chatwoot's documentation for their specific export process.
You won't lose it -- export it before canceling Chatwoot. Converge starts fresh with new conversations from your connected channels. Your Chatwoot export serves as your historical archive.
Chatwoot charges From $19/seat/mo per agent. A 5-person team on Chatwoot costs approximately $95/month. Converge is $49/month flat for up to 15 agents, saving most teams 50-80% on support software costs.
Converge natively supports WhatsApp, Telegram, Facebook Messenger, Instagram, Zalo, Discord, Gmail, Live Chat, Twitter/X, Email. Chatwoot may offer some channels that Converge doesn't (and vice versa). Converge is the only platform with native Zalo and Discord support, making it ideal for teams in Southeast Asia and community-driven businesses.
Ready to try Converge?
$49/month flat. Up to 15 agents. 14-day free trial, no credit card required.
Start Free Trial