Migrate Your Email Support

Converge Team

• Updated March 12, 2026

How to migrate your email support workflows, templates, and history from Whelp without losing data.

Migrating Email Support from Whelp

Whelp's email integration is available on the Standard plan ($29/seat/mo) and above. The platform consolidates email alongside other channels in its unified inbox, with features like rich text composition, email signatures, scheduled sends, and saved responses. Migrating email means redirecting your email routing and recreating templates.

How Whelp Handles Email

Whelp's inbox integrates email alongside chat, WhatsApp, and social channels. The platform offers rich email composition (bold text, formatting, customization options), email signatures per agent or team, and the ability to schedule messages for later. Emails appear as conversations in the unified inbox, just like messages from other channels. Whelp also provides a dedicated email integration setup through its integrations panel where you connect your email accounts to route incoming messages into the shared inbox.

Step 1: Document Your Email Configuration

Go to your Whelp dashboard's integration settings and review your email configuration. Note: which email addresses are connected to Whelp (e.g., [email protected]), whether you're using email forwarding or direct SMTP/IMAP connection, any email signature templates configured for agents, and email-specific routing rules or folder assignments. If you configured custom email signatures, copy the HTML or text content — these won't transfer automatically.

Step 2: Update Email Routing

The migration depends on how Whelp receives your emails. If using email forwarding: Update the forwarding rules in your email provider (Gmail, Outlook, etc.) to point to your new platform's inbound address instead of Whelp's. If using SMTP/IMAP: Disconnect the email account from Whelp and configure the same credentials on your new platform. For custom domain email, you may need to update DNS records (MX, SPF, DKIM) to route through your new platform's email infrastructure.

Step 3: Migrate Templates and Saved Responses

Whelp's Saved Responses include email-specific templates with formatting. Copy each saved response's text and recreate them as Quick Replies on your new platform. If you used Whelp's scheduled send feature for timed follow-ups, note those workflows — you'll recreate them manually or use your new platform's equivalent features. Also document any email-specific tags or folders you used to organize email conversations.

Step 4: Verify and Disconnect

Send test emails to your support address and confirm they arrive in your new platform's inbox. Check that replies go out correctly with proper sender addresses. Once confirmed, disconnect the email integration from Whelp. Critical: Don't just disconnect from Whelp — also remove any forwarding rules pointing to Whelp's email addresses in your email provider. Otherwise, emails will continue routing to a now-inactive Whelp inbox and be lost.

Note: If you configured custom DNS records for email delivery through Whelp, DNS propagation can take up to 48 hours. Run both platforms in parallel during this transition window to ensure no emails are missed.