Migration Guide for Agencies
Converge Team
Part of the Freshchat migration guide
How agencies managing multiple clients can migrate from Freshchat to a more cost-effective platform.
Agency Migration from Freshchat
Agencies managing customer support for multiple clients face compounding costs with Freshchat's per-agent pricing. Each client account multiplies the per-seat expense.
The Per-Agent Problem for Agencies
If your agency manages 5 clients and each client needs a separate Freshchat account (for data isolation), you're paying per-agent fees across every account. Say you have 3 agents per client on the Growth plan: that's 5 × 3 × $19 = $285/month. On Pro: 5 × 3 × $49 = $735/month. With Converge's flat $49/month per company, the same setup costs 5 × $49 = $245/month — and each company gets up to 15 agents included.
Client-by-Client Migration
Migrate one client at a time to minimize disruption. Set up each client as a separate Converge company with its own channels, team members, and settings. Start with your lowest-volume client to test the workflow, then move higher-volume clients once your team is comfortable. Keep the old Freshchat account active for each client until the migration is verified.
Agent Flexibility
Agencies often share agents across client accounts or bring on temporary staff for specific projects. Freshchat offers "Day Passes" ($2/pass) for occasional agents, but this adds up with frequent use. Converge supports up to 15 agents per company at no additional cost, so you can add and remove agents as client needs change without tracking per-seat licenses.
Channel Setup Per Client
Each client's Converge company gets its own WhatsApp number, Messenger page, Instagram account, email domain, and chat widget. Agents assigned to a client see only that client's conversations. This mirrors Freshchat's multi-account setup but at a fraction of the cost. The per-company flat rate means adding more channels to a client account doesn't increase costs.
Reporting Across Clients
Freshchat's analytics are per-account, and Converge's are similarly per-company. For agency-wide reporting across clients, you'll need to aggregate data from each company's analytics. Both platforms provide per-agent metrics, response time tracking, and conversation volume — useful for demonstrating support quality to your clients.
Need the full migration guide?
This page covers migration guide for agencies specifically. For the complete step-by-step migration process:
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