Migration Guide: From Legacy Avatars to Agents & Avatars

Created by Ayush Sharma, Modified on Mon, 29 Sep at 6:07 PM by Ayush Sharma

Overview

We're streamlining your AI experience! Your existing AI Avatars (Sales, Support, Engage, and Unspecified types) are being migrated to a simpler, more powerful system with two distinct offerings:

Agent: Your business AI assistant for sales and support operations
Avatar: Your monetizable AI personality for audience engagement

Every creator will now have one Agent and one Avatar. This makes it easier to manage, publish, and monetize your AI.

Why this migration?

This migration simplifies your AI management while enhancing capabilities:

Unified Business Operations: Sales and Support functions merge into a single, powerful Agent
Clear Monetisation Path: Avatars become dedicated engagement tools with new pricing features
Shared Knowledge Base: One centralized brain that powers both your Agent and Avatar
Simplified Management: No more juggling multiple avatar types

Migration Rules:

Scenario 1: Single Avatar type

What You Have Now	What You'll Get	Important Notes
1 Sales avatar	1 Agent	• Keeps all current settings and status (draft/published) • All conversations preserved with "Sales" tag • Available for learners immediately if was published
1 Support avatar	1 Agent	• Keeps all current settings and status • All conversations preserved with "Support" tag • Available for learners immediately if was published
1 Engage avatar	1 Agent (needs setup) + 1 Avatar	• Avatar inherits Engage settings but voice turned off • Avatar needs pricing setup for monetization • Avatar gets free plan (unlimited messages, 0 voice mins, 1 month validity) • Agent needs initial setup • All Engage conversations move to Avatar
1 Unspecified avatar	1 Agent (needs setup) + 1 Avatar (needs setup)	• Settings added to both Agent and Avatar • Both need initial setup wizard • All conversations preserved under Agent and Avatar

Scenario 2: Multiple Avatars of same type

What You Have Now	What You'll Get	Important Notes
Multiple Sales Avatars	1 Agent	• Settings from first published sales Avatar will be applied • If all are drafts, Agent will be created in draft state with settings from first created • All Sales content merged into the AI brain • All conversations preserved with "Sales" tag • Available for learners if any was published
Multiple Support Avatars	1 Agent	• Settings from first published Support avatar will be applied • If all are drafts, Agent will be created in draft state with settings from first created • All Support content merged into the AI brain • All conversations preserved with "Support" tag • Available for learners if any was published
Multiple Engage Avatars	1 Agent (needs setup) + 1 Avatar	• Settings from first published Engage avatar will be applied • Avatar voice turns off even if was enabled. • Avatar needs pricing setup • Free plan created for Avatar (unlimited messages, 0 voice minutes, valid for 1 month) • All Engage content merged into the AI brain • Agent needs setup wizard, Avatar will be available for learners if any was published
Multiple Unspecified Avatars	1 Agent (needs setup) + 1 Avatar (needs setup)	• Settings from first published Engage avatar will be applied • All content merged into the AI brain • Both need setup • Free plan created for Avatar with voice disabled as above.

Scenario 3: Mixed avatar types

What You Have Now	What You'll Get	Important Notes
Sales + Support	1 Agent	• Sales settings take priority over Support • If Sales is draft, Support settings will be applied • All conversations will be shown with different tags (Sales/Support) • Ready for learners if either was published • All content merged
Sales + Engage	1 Agent + 1 Avatar	• Sales settings used for Agent • Engage settings used for Avatar • Avatar voice disabled, needs pricing setup • Conversations split respectively
Support + Engage	1 Agent + 1 Avatar	• Support settings used for Agent • Engage settings used for Avatar • Avatar voice disabled, needs pricing setup • Each keeps independent status • Conversations split appropriately
Sales + Unspecified	1 Agent + 1 Avatar (needs setup)	• Sales settings used for Agent • Unspecified settings used for Avatar • Agent ready if Sales was published • Avatar needs setup wizard • All content preserved
Support + Unspecified	1 Agent + 1 Avatar (needs setup)	• Support settings used for Agent • Unspecified settings used for Avatar • Agent ready if Support was published • Avatar needs setup wizard • All content preserved
Engage + Unspecified	1 Agent (needs setup) + 1 Avatar	• Unspecified settings used for Agent • Engage settings used for Avatar • Avatar voice disabled, needs pricing • Agent needs setup wizard • Avatar ready if Engage was published
Sales + Support + Engage	1 Agent + 1 Avatar	• The published one will be used to create the agent. • If both are published, then Sales settings will be applied in Agent • Engage settings for Avatar • Avatar voice disabled, needs pricing • All conversations preserved with tags
All 4 types mixed	1 Agent + 1 Avatar	• The published one will be used to create the agent. • If all are published, then Sales settings will be applied in Agent • Engage priority over Unspecified for Avatar • Voice disabled for Avatar • All content preserved

Summary

-Sales and Support always become your Agent
-Engage always becomes your Avatar
-Unspecified fills in gaps (becomes Agent or Avatar as needed)
-If you have multiple Avatars of the same type, they merge into one and the settings are picked from the first published one.

Post-Migration Requirements

For Draft Agents

All Agents in draft status will enter an onboarding state. This means:

You'll need to complete a brief setup wizard
Configure final settings and preferences
Review and activate your Agent for use

For Avatars

All migrated Avatars need pricing configuration to enable the new monetization features. You'll be prompted to:

Set conversation pricing
Configure subscription tiers
Define engagement limits

Knowledge Base Migration

Your content is safe and enhanced:

All content preserved: No information is lost
Unified brain: All knowledge from previous avatars is consolidated
Shared access: Both Agent and Avatar will access the content present in AI Brain

Action Items for You

Review your migrated Agent and Avatar once migration is complete
Complete onboarding for any Draft Agents
Set up pricing for your Avatar to enable monetization
Test conversations to ensure smooth operation
Update any integrations that referenced specific avatar types

Common Questions-

Q: I had 5 Sales avatars. Where did they go?

A: They merged into your single Agent. All content and conversations are preserved.

Q: Why is my Avatar voice not working?

A: Voice is temporarily disabled during migration. New voice features are in development.

Q: Do I have to use both Agent and Avatar?

A: No. Use what you need. You can leave one inactive if you don't need it.

Q: Will my customers notice anything?

A: No. All conversations continue normally without interruption.

Q: Can I undo this?

A: The migration is permanent, but all your original data is safely archived.

Need Help?

If you have questions about your specific migration scenario or need assistance with the new setup, please contact our support team. We're here to ensure a smooth transition to your enhanced AI experience.

Note: This is a one-time migration. Once complete, you'll manage one Agent and one Avatar going forward, making your AI operations more efficient and powerful.