Upgrading from Kayako Classic

Ready to upgrade from Kayako Classic? Learn all about the process here.

• Overview of the upgrade process

  So, you're ready to upgrade from Kayako Classic to the new Kayako. Congrats! We're excited to welcome you aboard the new platform. During the upgrade process, we’ll handle the heavy lifting, migrating...

• Upgrading to the new Kayako for Kayako classic customers

  We're excited to announce the launch of the new Kayako – a brand new product, platform and user experience that's been redesigned and reimagined for delivering modern, personal customer service. For o...

• Webinar: Introducing the new Kayako

  If you're a Kayako Classic customer and you're considering upgrading to the new platform, this webinar will give you an in-depth look at what you can expect from the new Kayako....

• Phase I: Preparing your data for migration

  IMPORTANT NOTE: You must be running Kayako 4.65 or higher in order to migrate your data to the new Kayako platform. Before upgrading from Kayako Classic to the new platform, there are a few steps you'...

• Phase II: Testing and making the switch to the new Kayako

  Before finalizing your upgrade, you'll have the chance to see your data in a test instance, where you can take the new Kayako for a spin. When your sandbox is ready to go, we'll email you with your lo...

• Phase III: Recreating your business rules and processes

  Congratulations and welcome to the new Kayako! Now that you've made the switch, you're ready to reestablish the defaults and business rules that didn't come over automatically in the migration process...

• How your Kayako Classic data is migrated

  KAYAKO CLASSIC ELEMENT HOW IT IS MIGRATED TO THE NEW KAYAKO Tickets All your tickets will be moved to the new Kayako as conversations, and assigned the same Ticket ID. You’ll be able to view your conv...

• What's Changed: Departments vs. Views

  Upon upgrading to the new Kayako from Kayako Classic, one of the first questions we often here is: where are my departments? In the old product, departments gave you a quick and easy way to look at wh...

• What's Changed: Automation Overhaul

  One of the most fundamental differences between Kayako Classic and the new platform is your options for automation. On the old system, there was plenty of automation capabilities to go around, but the...

• What has changed in the new Kayako

  After all the hard work we've put into building the new Kayako, we're really excited to be able to share it with you! There are many powerful new features and capabilities, so we thought it would be u...