Migration Guide for Small Teams
Converge Team
Part of the JivoChat migration guide
Migration guide specifically for small support teams (2-10 agents) switching from JivoChat.
Small Team Migration from JivoChat
JivoChat's free tier with 5 agents is genuinely valuable for small teams starting out. But the moment you need WhatsApp, CRM, or chatbots, per-agent pricing on the Basic ($28/agent/mo) or Professional ($42/agent/mo) plan makes costs escalate faster than flat-rate alternatives.
When the Free Plan Stops Working
JivoChat's Free plan includes basic live chat, Telegram, Facebook Messenger, Instagram, and Viber for up to 5 agents. That's a strong starting point. The limitations that push small teams to upgrade: 2-month chat history limit (you lose older conversations permanently), no CRM or visitor monitoring, no WhatsApp integration, no chatbots, and no proactive chat invitations. Most teams hit these walls within the first few months of growth.
The Per-Agent Cost Trap
A 3-person team moving to Basic for CRM access: $84/month ($28 × 3). Need WhatsApp? Jump to Professional: $126/month ($42 × 3) + $25 WhatsApp = $151/month. The same team with video calls: ($42 + $21) × 3 + $25 = $214/month. Every new hire increases the bill linearly. A 5-person team on Professional with WhatsApp pays $235/month — nearly 5× what a flat-rate alternative would cost for the same team size with all features included.
Same-Day Migration Plan
Morning: Sign up for your new platform, export contacts from JivoChat's CRM (CRMClientsDownload clients). Remove the JivoChat widget from your website and install the new chat widget. Connect messaging channels — Telegram and Messenger take 2-3 minutes each. Afternoon: Invite your team, recreate your most-used Quick Phrases as Quick Replies, run a 30-minute walkthrough. By end of day, new conversations flow into your new platform while you wrap up remaining items in JivoChat.
No Complex Permission Setup
Small teams don't need JivoChat's Enterprise chat routing or role hierarchies. Most messaging platforms use simple role systems (Owner, Admin, Agent) that cover small team structures without configuration overhead. You won't miss the Enterprise features you never used — and you won't pay the Enterprise minimum of $560/month to access them.
What Small Teams Gain by Switching
Beyond cost savings, switching from JivoChat opens access to channels it doesn't support — Discord for community-driven businesses and Zalo for customers in Vietnam. AI reply suggestions help small teams handle more conversations per agent without paying for a separate AI add-on. Auto-routing distributes conversations fairly even with a small team, and SLA tracking ensures nothing slips through the cracks.
If your team is currently on JivoChat's Free plan with 1-2 agents and basic channel needs, JivoChat may still be the right choice. The math changes at 3+ agents on a paid plan — that's where flat-rate pricing delivers clear savings.
Need the full migration guide?
This page covers migration guide for small teams specifically. For the complete step-by-step migration process:
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