What does switching to Samvaads from another helpdesk or WhatsApp tool involve?

The risk in a switch is not the data, it is the gaps: a channel nobody reconnected, a template that was not re-approved, an automation that quietly stopped. A short overlap period catches those.

1. List every channel, template, automation, and integration you use today.
2. Import contacts and accounts from a spreadsheet export.
3. Reconnect channels. Moving a WhatsApp number between providers goes through Meta and needs planning.
4. Rebuild your most-used templates, routing rules, and journeys first.
5. Run both for a week, then switch over channel by channel.

The switching helpdesks guide goes deeper, and the comparison page shows how Samvaads differs from Freshdesk, Zendesk, Zoho Desk, Interakt, and WATI.