50% resolution in 30 days. Or every dollar back. See the guarantee →

Migration timed to your renewal

Switch before your incumbent renews. We'll handle the cutover.

Gorgias, Zendesk, Freshdesk, Zoho, Gmail, homegrown CRMs, we've moved them all. Tickets, macros, tags, automations, historical conversations, all imported. Most brands live in 2 weeks. 50% automation by day 30. Or every dollar back.

Talk to an implementation manager

Implementation manager assigned same day · Cutover timed to your contract, no overlap, no double-pay

Gorgias renewing soon?

14-day cutover

Aligned to your billing cycle so you don't pay twice. We've moved full historical archives (hundreds of thousands of conversations) in a single afternoon. Tickets, macros, tags, users, automations, all in.

Zendesk emergency?

8-day cutover

One customer migrated in 9 days with Zendesk expiring in 8. Full conversation history, tags, macros, custom fields, SLAs, preserved. Sidekick AI trained on 6 months of past data before cutover.

On something else?

We've done it

Freshdesk, Zoho Desk, Gmail, homegrown CRMs. 271 Freshdesk automation rules ported. 50K+ historical Gmail conversations ingested. Backlogs of 800+ untouched tickets cleared.

app.richpanel.com/migration/northpeak-wellness
Migration cutover dashboard, Day 6 of 7. 99.7% match rate from parallel-mode QA across 2,400 sample conversations. 386,412 tickets imported, 47 macros converted to AI SOPs, 37 custom fields and routing rules preserved. Implementation Manager Jordan Mitchell signed off. Ready for cutover tomorrow at 9 AM PT.

Day 6 of a 7-day cutover. Your implementation manager signs off after 99.7% parallel-mode QA, before you flip the switch.

Already on another helpdesk?

We migrate the operation. Not just the tickets.

A helpdesk migration isn't a data export. It's your routing rules, custom fields, escalation paths, and the tribal knowledge your team has built over years. A dedicated implementation manager runs the migration end to end and signs off before you go live. Nothing lost. Zero downtime. Your team keeps answering tickets on the old system while we move the history in parallel.

Historical tickets, contacts, attachments.
Last 18+ months of conversations imported via API, full thread, attachments, status, customer profile, internal notes. Reporting continuity intact.
Custom fields & data model, mapped 1:1.
Every custom field, ticket type, custom status, and tag maps cleanly to Richpanel via our importer. Your dashboards and saved views don't break on day one.
Assignment routing & escalation rules.
Your routing logic, SLA policies, on-call rotations, and tier escalation paths, preserved exactly. Day-one operations feel identical to your team.
Macros, canned responses, tags.
Become AI SOPs and brand-voice training data. Past tickets teach the AI how your team actually answers, you don't start from zero.
Institutional knowledge, captured.
Internal notes, “how we handle X” rules, escalation reasons, agent collision patterns, read by the CX Manager and turned into operating rules the AI follows. Years of tribal knowledge stays inside the system, not in your head.
Verified by your implementation manager.
A dedicated implementation manager walks the cutover with you, audits every imported record, runs parallel-mode QA against your old helpdesk, and signs off before you flip the switch. You go live with confidence, not hope.

Your team, not just your data

A new tool and a new role, without the chaos.

Switching helpdesks is a people problem as much as a data one. Your agents face a new inbox and a changing job at the same time. Your implementation manager runs the enablement, so by the time the AI goes live your team already knows the tool and owns their place in the new workflow.

Hands-on training, while your old tool still runs.
Live working sessions for your agents on the new inbox, not a doc dump. Your old helpdesk runs in parallel until the team is fluent, so there's no productivity crater the week you switch.
Their job gets better, not smaller.
The AI absorbs the repetitive half: order status, tracking, returns, cancellations. Your agents move to the work that needs a human, escalations, edge cases, the judgment calls. Less burnout on the same 50 questions.
Every reply your team approves trains the AI.
Before the AI sends on its own, your agents review and approve its drafts. Every edit teaches it. Your best agents' judgment becomes the AI's default on every conversation, and it stays in the system even after they move on.
Coaching that never stops.
The QA AI reviews closed conversations, flags where the AI and the team can sharpen, and routes each fix to your CX Manager. Your people and your AI both get better every week, not just during onboarding.

The 30-day pilot

A paid pilot with success criteria you write.

Mid-market CX teams can't sign an annual contract for AI agents on a vendor demo. So we built a real one. A 30-day paid pilot, with success criteria your CX team authors before we start. Half on signature, half on milestone hit. If we miss 50% autonomous resolution in 30 days, you get your money back. No proration.

Act 1

Discovery call

30 minutes. We learn your stack, ticket mix, peak hours, escalation logic. End of call: we tell you whether we can hit 50% on your specific business. If we don't think we can, we say so.

Act 2

Demo + business case

60 to 90 minutes. Decision maker in the room. Your AI is built live on your data in the first 20 minutes. The rest is your CFO math: your volume, your average cost per ticket, our automation rate.

Act 3

30-day paid pilot

Real contract. Real money. Real success criteria. You're live in two weeks. By day 30 you're at 50% autonomous resolution, or your money back.

Act 4

Live and operating

Pilot auto-converts to annual on milestone hit. CX Manager AI takes over ongoing tuning. Your implementation manager hands off to your ongoing success team. You scale support without scaling headcount.

What happens in your pilot

Two weeks to live. 50% by day 30.

Here is that 30-day pilot, week by week. Your dedicated implementation manager runs it end to end. By day 14 your AI is live in production on selected intents. By day 30 you hit the 50% milestone, or your money back.

Week 1 · Setup and SOPs.
Data migration, integrations wired, brand voice trained, SOPs authored with your CX team, QA rubric defined. By Friday you have a working AI on staging, reviewing every reply your team writes.
Week 2 · AI in copilot mode.
AI drafts every response. Your humans approve before send. Eval framework calibrated against your historical tickets. Resolution thresholds set per intent. By Friday: production-ready.
Weeks 3 to 4 · Autonomous on selected intents.
Order status, refunds, returns, cancellations, subscription changes go autonomous. Edge cases escalate to your team. Milestone tracking against the success criteria you wrote on day zero.
Day 30 · Milestone review.
If you're at 50% autonomous resolution, the pilot auto-converts to your annual contract. If we miss, you get every dollar back. No proration. No "but the data."

What you don't have to learn

You bring the business. We bring the AI engineering.

Building production AI agents involves a stack of decisions that take a senior engineer months to get right. The CX Manager handles all of it, you handle the parts only you know.

Handled by CX Manager
Context engineering
What information goes into the AI's working memory, when, and how to compress long histories without losing what matters.
Handled by CX Manager
Permissions & guardrails
What the AI can do unilaterally vs. what needs human approval. Refund caps, escalation triggers, audit trails.
Handled by CX Manager
Tool wiring
Which actions the AI can execute, refunds, returns, address changes, subscription updates, and how to fail safely.
Handled by CX Manager
Retrieval (RAG)
How the AI looks up the right SOP, product fact, or policy at the right time. Indexing, ranking, freshness.
app.richpanel.com/cx-manager
CX Manager · researching your business
Importing from your existing helpdesk
386,412past tickets imported
#2847Where is my order?Tracking
#2846Pause my next boxSubscription
#2845Refund please, arrived damagedRefund
#2844Wrong flavor in this deliveryLogistics
#2843Cancel my subscriptionRetention
Analyzing Trustpilot reviews
1,247reviews · brand voice extracted
★★★★★ 4.6 average rating
Sarah M. ★★★★★
“Worth every penny, felt like talking to a real person who actually listens.”
Marcus T. ★★★★★
“Hands-down the best support I’ve ever had. Refund processed in two minutes.”
Scanning Reddit threads
84threads · objections + pain points
u/anon_2847 · r/category
“Anyone else find the chocolate flavor too earthy? Considering switching brands…”
▲ 142 upvotes
u/wellness_dad · r/category
“Pro tip: their vanilla bean blend is way better than the original chocolate.”
▲ 87 upvotes
u/jamielee · r/category
“Is the auto-renew confusing for anyone else? Got billed twice last month.”
▲ 53 upvotes
Ingesting your help center & product guides
24articles · all your policies
📦Returns & refunds
🚚Shipping windows
🔄Subscription pause
💳Payment issues
🥦Product FAQ
⏳Order changes

Four research sources, twelve seconds. The briefing your AI reads before its first ticket.

Start in copilot mode. Go autonomous when you're ready.

Three modes, switched per channel on your timeline. Copilot: AI drafts, your team approves before send. Supervised autopilot: AI sends, your team reviews after. Autonomous: AI handles, escalates edge cases. Most teams ramp from copilot to autopilot in 2–3 weeks, channel by channel.

Collaborative mode three-stage rollout in Richpanel: Copilot (AI drafts, human approves), Supervised Autopilot (AI sends, human reviews), Autonomous (AI handles, escalates edge cases). Toggle per channel.

50% resolution in 30 days.

Or your money back. No hoops.

We set up your AI on your actual business, with your real policies and integrations. If it doesn't resolve at least 50% of conversations autonomously in 30 days, we refund every dollar. No proration. No "but the data."

See it built on your brand →

SOC 2 + HIPAA-audited · GDPR compliant