Switch to Axonave
What moves to Axonave, and how you move it.
Contacts, deals and tickets come in by CSV. Your mailboxes and WhatsApp number connect from inside Axonave. Articles import from files or your website. There’s no one-click importer for any other tool, so here’s exactly what you do instead.
Records
Records come in by CSV.
Export from your old tools as CSV files and import them into Axonave. You see a preview, with any errors marked, before anything is saved.
- Contacts, leads, accounts, deals and tickets
- A preview and checks before the import
- Merge any duplicates afterwards, record by record
Leads in our demo workspace: the list a leads import adds to, with source, score and rating.
Channels
Connect your mailboxes and number.
Your support address stays yours. Connect Gmail, Microsoft 365, Google Workspace or any IMAP mailbox, and customers’ mail becomes tickets. Connect your WhatsApp number through Meta’s own sign-up, with no developer.
- Sign in with Microsoft for Microsoft 365
- Replies go out from your own address
- Several WhatsApp numbers in one workspace
Tickets in our demo workspace: the Source column shows two from email and one from the support form.
Knowledge
Turn your old articles into drafts.
Import PDF, DOCX, TXT or Markdown files, or crawl your website. Each becomes a draft with the original attached. Nothing reaches the help centre until a person publishes it.
- Imports keep the original file attached
- Re-crawl your website weekly or monthly
- Articles in English, Malay and Chinese
Teras Home’s two knowledge bases: an internal playbook in English, and the customer help centre in English, Malay and Chinese.
Chatbot
Rebuild the bot from a template.
Start a new flow from one of six templates, such as Main menu + agent or After hours, in English, Malay and Chinese. A flow you built in one Axonave workspace moves to another as a file.
- Six starter templates
- Export and import a flow as a file
- Versions, publishing and a 30-day trash
One flow, three languages: the English, Malay and Chinese (Simplified) tabs above Teras Home’s menu in the flow builder.
Your first week
One way the first week can go.
Five days, one move each. A team with fewer tools does it faster; one with years of tickets to export takes longer.
Day 1
Connect
Connect your mailboxes and your WhatsApp number from inside Axonave. Customers’ mail starts arriving as tickets.
Day 2
Import
Export contacts, leads, deals and tickets from your old tools as CSV. Check the preview, fix what it flags, import.
Day 3
Articles
Import your PDFs and documents, or crawl your website. Read the drafts and publish the ones customers should see.
Day 4
Bot
Start a flow from a template in English, Malay and Chinese. Choose the team each hand-over goes to.
Day 5
Go live
Add the chat widget to your website and switch the flow on for WhatsApp. Your team answers from one inbox.
What doesn’t move by itself
Better to know now than in week two.
There’s no one-click importer
Not for Zendesk, Freshdesk or any other tool. You export CSV files from the old tool and import them here, with a preview first.
Past chats stay behind
CSV import takes contacts, leads, accounts, deals and tickets. Past chat transcripts aren’t on that list.
Another tool’s bot is rebuilt
Flow files import from Axonave workspaces only. A bot from another tool is rebuilt: start from a template, then change the steps.
Coming from a particular tool?
Each comparison ends with the moves for that product.
Questions about switching
What can we import?
Contacts, leads, accounts, deals and tickets, from CSV files. You see a preview with any errors before anything is saved. Articles import from PDF, DOCX, TXT or Markdown files, or from a crawl of your website.
Do we keep our support email address?
Yes. You connect your own mailbox (Gmail, Microsoft 365, Google Workspace or any IMAP mailbox). Customers’ mail becomes tickets, and replies go out from your address, in the customer’s thread.
Do we need a developer to connect WhatsApp?
No. You connect your number from inside Axonave through Meta’s own sign-up. Meta bills your WhatsApp account directly, and we add nothing per message.
Can we bring our chatbot?
A flow built in Axonave moves between workspaces as a file. A bot from another tool is rebuilt: start from one of six templates, in English, Malay and Chinese, and change the steps.
Is there an importer for Zendesk or Freshdesk?
Not a one-click one. Export your records from the old tool as CSV files, then import them with the preview. The same works for any tool that exports CSV.
How long does switching take?
It depends on what you bring. The first week on this page is one example: connect, import, articles, the bot, then go live. A demo is the quickest way to plan yours.
Can we try it before we move?
Yes. Try Pro free for 14 days. No card needed.
Plan your move on a call.
We reply within one business day by email or WhatsApp.