Migration Guide for Agencies
Converge Team
Part of the Chatwoot migration guide
How agencies managing multiple clients can migrate from Chatwoot to a more cost-effective platform.
Agency Migration from Chatwoot
Agencies managing customer support for multiple clients face compounding costs with Chatwoot's per-agent pricing. Each client account multiplies the per-seat expense, and managing multiple self-hosted instances adds infrastructure complexity.
Per-Agent Pricing Across Multiple Clients
If your agency manages 5 clients with 3 agents each on Chatwoot's Startups plan, you're paying 15 × $19 = $285/month. On the Business plan with automation and SLA, that's 15 × $39 = $585/month. Each new client engagement adds another set of agent seats to your bill. With Converge's $49/month per company, those same 5 clients cost $245/month total — with up to 15 agents per account.
Self-Hosted Multi-Tenant Complexity
Some agencies self-host Chatwoot to avoid cloud per-agent fees. But managing multiple instances (one per client for data isolation) means multiple PostgreSQL databases, Redis instances, and server maintenance. Chatwoot does support multi-account within a single installation, but permission isolation between clients requires careful configuration to prevent data leaks.
Client-by-Client Migration Strategy
Migrate one client at a time to minimize disruption. For each client: export their contacts and canned responses via Chatwoot's API, set up a new account on your target platform, connect their channels, and recreate their workflows. Finish open conversations in Chatwoot before fully switching each client over.
Branding and White-Label Considerations
Chatwoot allows custom branding (removing the Chatwoot logo from the widget) on Business plans and above, and on self-hosted Premium Support. If white-labeling is important to your agency, verify whether your new platform supports custom widget branding and at what tier or price point.
Standardizing Across Clients
Agencies benefit from using the same platform across all clients — consistent training, shared knowledge of the interface, and uniform reporting. When migrating, establish standard setup templates: default quick replies, tag structures, auto-routing rules, and SLA policies that you can replicate for each new client account.
Reporting Across Client Accounts
In Chatwoot, reporting is per-account — there's no cross-account dashboard for agencies managing multiple clients. Each client's conversation reports, agent metrics, and CSAT scores are siloed in their individual account. When evaluating your new platform, check whether it offers any cross-account or agency-level reporting capabilities, or whether you'll continue working with per-account analytics.
Agent Overlap Between Client Accounts
Agencies often have agents who handle multiple client accounts simultaneously. In Chatwoot's cloud version, each agent seat is billed per account — the same person working across 3 client accounts counts as 3 agent seats. This triple-counting inflates costs quickly. Verify how your new platform handles agents working across multiple company accounts to avoid the same billing structure.
Need the full migration guide?
This page covers migration guide for agencies specifically. For the complete step-by-step migration process:
Read the complete Chatwoot migration guideReady to try Converge?
$49/month flat. Up to 15 agents. 7-day free trial, no credit card required.
Start Free Trial