This article will guide you in transitioning from the Legacy chatbot to the Pulse chatbot
In this article, you can find an overview of the main differences between the Legacy chatbot and the Pulse chatbot.
Step 1: Check your plan
- If you're on a Basic, Premium, Business or Enterprise plan, you can already discover Pulse and start building: Watch our video tutorials and check our Help Center to learn about all the features and benefits of Pulse. Since your plan already allows you to, you can already start building your chatbot and chat widget.
- If you're not yet on one of the plans above, you can already start discovering Pulse by watching our video tutorials and check our Help Center to learn about all the features and benefits of Pulse.
Step 2: Schedule a meeting
Plan a one-on-one meeting with your Customer Success Manager here to discuss your specific needs for your organization. If you're not yet on a Basic, Premium, Business or Enterprise plan, we will also discuss what plan best suits your needs and wishes.
Step 3: Join our webinar
Need help and want to know everything about Pulse? Register for our upcoming webinar here for a detailed walkthrough of the transition process. Do you have several colleagues working in Watermelon? They can all join the webinar!
Step 4: Begin transition
Together with your Customer Success Manager you will create a plan for a smooth transition. If you want to start already, you can do so!
There are 3 easy steps to build your Pulse chatbot: adding knowledge, testing and activating your chatbot. Use this Help Center article for a complete step-by-step guide.
Tip: You can also use this guide to learn all about building AI chatbots and become an AI expert.
Step 5: Complete transition by December 2024
Ensure that your new chatbot is fully operational before December 2024.
We're here to help you every step of the way. Feel free to reach out to our support team at support@watermelon.ai or +31 30 291 99 55.