Migration guide

How to move from Manychat to Wagent: a staged migration checklist

Inventory triggers, preserve useful automations, configure your coaching offer and test reply ownership before moving conversations to Wagent.

Published Updated By the Wagent team

1. Inventory what currently happens

List active entry triggers, lead-magnet delivery, tags, follow-up sequences, human handoffs and calendar links. Record which automations are still useful and which problem you want the new setter to solve.

Keep your existing configuration and any necessary exports according to the tools’ supported options. Connecting Wagent should not be treated as a transfer of all contacts, consent records, tags or chat history.

  • Identify the owner of each automated reply.
  • Record current qualified booking and attendance outcomes.
  • Note dependencies on comment triggers or broadcasts.
  • Plan how to stop the new responder and restore the previous workflow.

2. Configure the offer and connect the intended channel

Prepare the programme description, real price and terms, fit questions, exclusions, approved objections and booking link. Add clear instructions for unknown information and requests for a human.

Use the connection flow available in your Wagent dashboard. Requirements can vary by channel and account. Review the connection method and platform conditions; no automation vendor can promise that a platform will never restrict an account.

3. Test before handing over live conversations

Use controlled accounts to verify the complete path from enquiry to reply, qualification, booking link and confirmed appointment. Test a voice note, an image, an unsuitable lead and human takeover.

Check for overlapping replies and queued messages from the old setup. If you still need Manychat for triggers, validate the handoff instead of disabling a working entry campaign blindly.

4. Expand only after reviewing the pilot

Start with a manageable scope and a human available for exceptions. Review offer accuracy, repeated questions, missed handoffs and confirmed appointments. Update the instructions and rerun failed scenarios.

Decide whether to retain, pause or remove the old automations only after the replacement meets your requirements. The migration duration depends on the complexity of your current setup, not a universal fifteen-minute promise.

Common questions.

Will Wagent import my Manychat flows and history?

Do not assume an automatic import. Preserve required records using supported export options and recreate the necessary offer knowledge and qualification rules. Confirm any account-specific migration options with support.

Can I keep comment-to-DM campaigns?

Keep the required trigger capability in your design. Wagent’s core offer is inbound conversation handling, so test a separate trigger tool and explicit handoff if you need both.

How do I roll back?

Document the configuration before changing it. Test how to stop Wagent replies and restore the prior responder without sending queued or duplicate messages. Recovery depends on your actual tools and account setup.

See how Wagent fits your coaching inbox.

Compare the €279/month self-serve plan and €979/month Managed service. Test your own offer and conversations before expanding.