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. Live on your store in a week. 50% automation by day 30. Or every dollar back.

Talk to an implementation manager

IM 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. Collagen Co. moved 482,000 historical conversations in 3–4 hours. 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 IM signs off after 99.7% parallel-mode QA, before you flip the switch.

The shortcut

Your AI CX Manager is an onsite FTE.

The AI CX Manager is the strategic AI that runs your setup. It does the work of 5 McKinsey consultants times 2 weeks, during your cutover session. It reads your business, drafts your SOPs, wires your tools, and stress-tests itself before serving a single customer.

What it actually replaces
Six weeks of consulting. Months of prompt engineering. An ops hire you didn't have headcount for.
The AI CX Manager understands context engineering, permissions, tool calls, retrieval, and escalation logic so you don't have to. You bring the business. It brings the harness.

How it works

Set up your AI on your cutover day. No consultants.

The CX Manager does the work of 5 McKinsey consultants × 2 weeks, in your first cutover session. It auto-scrapes your business and bootstraps your AI before your team finishes onboarding.

Past tickets Trustpilot reviews Reddit threads Help center Product guides
Phase 1 · Cutover day → 80% bootstrapped.
CX Manager scrapes the sources above and drafts your brand voice, SOPs, escalation logic, and tool wiring. By the end of your cutover session, you have a working AI agent ready to test.
Phase 2 · A few minutes a day for ~4 weeks → 50–80% autonomous.
CX Manager surfaces what it learned from yesterday's conversations, suggests tweaks, ships the changes. 50% by day 30 is guaranteed. 70–80% is the trajectory (Wild Dose ramped from 3.9% to 50% on this exact path).
Switching from another helpdesk? We move everything.
Historical tickets, contacts, macros, custom fields, all imported via API. Zero downtime. Live in under a week.
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 every agent below reads before its first ticket.

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.

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 IM 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.

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 →

Built live on the call · 20 min · No credit card