Train Your Team on the New Platform

Converge Converge Team

Part of the Comm100 migration guide

How to train your support team when switching from Comm100, including onboarding timelines and best practices.

Training Your Team After Switching from Comm100

Comm100 uses a feature-rich Agent Console with separate products for Live Chat and Ticketing & Messaging. The biggest adjustment for your team will be moving from Comm100's multi-product, enterprise-oriented interface to a simpler unified inbox.

Key Concept Mapping

Comm100 concepts translate like this: Agent Console → unified inbox, Canned Messages → Quick Replies, Departments → routing groups or auto-routing rules, AI Agent flows → auto-reply rules, Chat Campaigns → proactive widget messages, Tickets → conversations with status tracking. The main difference: Comm100 separates Live Chat and Ticketing & Messaging into distinct products, while a unified inbox treats every channel as part of one conversation stream.

Day 1: Core Navigation (30 min)

Walk through the unified inbox, showing how messages from all channels (website chat, WhatsApp, Telegram, email) appear in one view — unlike Comm100 where live chats and ticketing messages are in separate interfaces. Demonstrate conversation status changes (open → resolved → closed), customer profiles, and the search functionality.

Day 1: Recreating Workflows (30 min)

Set up Quick Replies using your exported canned messages from Comm100. Configure customer tags to replace Comm100's ticket categorization system. If you used Comm100's chat routing (department-based or skill-based), set up equivalent auto-routing rules. Teams used to Comm100's chat wrap-ups can use conversation notes for the same purpose.

Day 2: Features That Work Differently

Comm100's audio-video chat and screen sharing features are not available on most messaging-focused platforms. If your team uses these, you'll need a separate tool (Zoom, Google Meet) for those interactions. Comm100's AI Copilot (real-time agent suggestions, tone adjustment, text expansion) translates to AI reply suggestions, though the feature set may differ. The visitor monitoring capabilities (real-time visitor list with page views, referral sources, geographic data) may be replaced by widget analytics.

Week 1: Guided Practice

Have agents handle real conversations with a team lead available for questions. Most teams coming from Comm100 find the transition straightforward since the core workflow (receive message → view context → respond → resolve) is the same. The learning curve is primarily around the simpler interface and the absence of Comm100's enterprise features like queue management and custom reporting.

Need the full migration guide?

This page covers train your team on the new platform specifically. For the complete step-by-step migration process:

Read the complete Comm100 migration guide →

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