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This page provides an overview of migrating from an existing voice-channel
support center to a contact center based on Contact Center AI Platform (CCAI Platform).
The instructions on this page assume that you have a working support center
with an integrated CRM.
When you test your new CCAI Platform contact center, you need new
telephone numbers. Determine in advance how many numbers you want for your
CCAI Platform contact center and contact your account manager to
request them.
Enter basic information
To enter the basic information for your contact center, follow these steps:
To enter the support center email and name, do the following:
In the CCAI Platform portal, go to Settings > Support Center Details.
Go to the General section.
In the Support Center Name field, enter a name for your contact
center. This is displayed in reports.
In the Display Name field, enter a display name for your contact
center. This is displayed to end-users.
In the Support Email Address field, enter an administrator email
address for your contact center. This is used as a forwarding address for
support emails.
Enter time zones, hours of operation, and holiday closures.
After adding your agents and teams, you need to set up queues for your
Interactive Voice Response (IVR) and assign them to agents. After your queues
are working, integrate CCAI Platform with your CRM.
When you've completed setup and testing of your IVR, you're ready to begin
taking live calls from your customers.
Depending on your telephony options, consider taking traffic on both your new
CCAI Platform contact center and your existing support center, as
agents ramp up on the new system.
Follow these steps to port your support center number:
[[["Easy to understand","easyToUnderstand","thumb-up"],["Solved my problem","solvedMyProblem","thumb-up"],["Other","otherUp","thumb-up"]],[["Hard to understand","hardToUnderstand","thumb-down"],["Incorrect information or sample code","incorrectInformationOrSampleCode","thumb-down"],["Missing the information/samples I need","missingTheInformationSamplesINeed","thumb-down"],["Other","otherDown","thumb-down"]],["Last updated 2025-08-25 UTC."],[[["\u003cp\u003eThis page guides users through the process of migrating from a traditional voice-channel support center to a contact center using the Contact Center AI Platform (CCAI Platform), assuming an existing support center with CRM integration.\u003c/p\u003e\n"],["\u003cp\u003eThe setup process involves entering basic contact center information, configuring management operations such as agent statuses and target metrics, and establishing teams to mirror the current support structure.\u003c/p\u003e\n"],["\u003cp\u003eBulk user migration is facilitated via a CSV upload process, which includes mapping existing roles to CCAI Platform roles and populating a template file with user data.\u003c/p\u003e\n"],["\u003cp\u003eSetting up queues for Interactive Voice Response (IVR) and integrating with various CRM platforms like Salesforce, Zendesk, and others is a critical step, with detailed instructions provided for each CRM.\u003c/p\u003e\n"],["\u003cp\u003eThe final stages involve testing the IVR setup, integrating the CRM, and porting the existing support center phone number, alongside considerations for gradually transitioning live calls to the new CCAI Platform contact center.\u003c/p\u003e\n"]]],[],null,["# Migrate a voice-channel support center\n\nThis page provides an overview of migrating from an existing voice-channel\nsupport center to a contact center based on Contact Center AI Platform (CCAI Platform).\n\nThe instructions on this page assume that you have a working support center\nwith an integrated CRM.\n\nBefore you begin\n----------------\n\nIf you are unfamiliar with CCAI Platform, see [Create a sample contact center](./create-contact-center).\n\nWhen you test your new CCAI Platform contact center, you need new\ntelephone numbers. Determine in advance how many numbers you want for your\nCCAI Platform contact center and contact your account manager to\nrequest them.\n\nEnter basic information\n-----------------------\n\nTo enter the basic information for your contact center, follow these steps:\n\n1. To enter the support center email and name, do the following:\n\n 1. In the CCAI Platform portal, go to **Settings \\\u003e Support Center Details**.\n\n 2. Go to the **General** section.\n\n 3. In the **Support Center Name** field, enter a name for your contact\n center. This is displayed in reports.\n\n 4. In the **Display Name** field, enter a display name for your contact\n center. This is displayed to end-users.\n\n 5. In the **Support Email Address** field, enter an administrator email\n address for your contact center. This is used as a forwarding address for\n support emails.\n\n2. Enter time zones, hours of operation, and holiday closures.\n\n For more information, see [Hours of\n operation](/contact-center/ccai-platform/docs/hours-of-operation) settings.\n\nSet up management operations\n----------------------------\n\nCCAI Platform provides a set of features for operation management.\n\nGet your Operation Management settings in order:\n\n1. Specify the Operation Management settings for your support center.\n\n2. Create any custom Agent Statuses necessary for your operation.\n\n3. Establish your Target Metrics such as SLA and Target pickup time.\n\n4. Decide how you want your calls routed.\n\nSet up teams\n------------\n\nIn this task, you create teams that parallel the teams in your existing support\ncenter.\n\nYou add and configure teams, but you don't add users to the teams. You\nbulk-upload users in the next section, [Upload users](#upload-users).\n\nTo set up teams, follow these steps:\n\n1. Review [User and agent configuration](./add-edit-user).\n\n2. For each team in your existing support center, create a team and, if\n necessary, sub-teams.\n\nUpload users\n------------\n\nTo migrate many users from an existing support center to your\nCCAI Platform contact center, use the bulk user management process.\n\nThis lets you populate a CSV file with information about all your users and\nupload the information to CCAI Platform in a single operation.\n\nTo bulk upload your users, follow these steps:\n\n1. Determine which CCAI Platform roles map best to your existing roles.\n\n For instructions, see [User and agent configuration](./add-edit-user).\n\n If necessary, you can create custom roles; see [Custom roles \\& permissions](./agent_team_configuration#custom_roles_and_permissions).\n2. Download a CSV file that you can use as template, edit, and upload the\n CSV file to create your users.\n\n For instructions, see [Bulk user management](./bulk-user-management).\n\nCreate IVR and integrate your CRM\n---------------------------------\n\nAfter adding your agents and teams, you need to set up queues for your\nInteractive Voice Response (IVR) and assign them to agents. After your queues\nare working, integrate CCAI Platform with your CRM.\n\n1. Set up queues for IVR calls.\n\n See [IVR: Adding and Editing Queues Menus](/contact-center/ccai-platform/docs/Queue_and_Menu_Setup#UUID-d8fc3869-780e-d0e1-799d-b36faedfb078).\n2. Assign agents to queues.\n\n See [Assigning agents to the IVR channel](/contact-center/ccai-platform/docs/Queue_and_Menu_Setup#assigning_agents_to_the_ivr_channel).\n3. Test the IVR queue menus.\n\n4. Integrate your CRM.\n\n5. Test your CRM integration.\n\nPort your support center phone number\n-------------------------------------\n\nWhen you've completed setup and testing of your IVR, you're ready to begin\ntaking live calls from your customers.\n\nDepending on your telephony options, consider taking traffic on both your new\nCCAI Platform contact center and your existing support center, as\nagents ramp up on the new system.\n\nFollow these steps to port your support center number:\n\n1. Review the information about porting.\n\n See [Domestic phone number porting process](/contact-center/ccai-platform/docs/Getting_Started#UUID-a2b1aa37-ff0b-3b36-db5a-5f269af0057f).\n2. Work with your account manager and your current phone provider to port\n your phone number.\n\nWhat's next\n-----------\n\n- To create a mobile app, see [Android SDK\n guide](/contact-center/ccai-platform/docs/android-sdk-guide) and [iOS SDK\n guide](/contact-center/ccai-platform/docs/ios-sdk-guide).\n\n- To create a website, see [Web SDK installation\n guide](/contact-center/ccai-platform/docs/Guide/publication--en).\n\n- To add SMS messaging, see [SMS](./sms).\n\n- To learn about reporting, see [Real-time dashboards and monitoring\n pages](/contact-center/ccai-platform/docs/Real-time_Dashboards_and_Monitoring_Pages).\n\n- To learn more about Google's AI technology for contact centers, see [Customer\n Engagement Suite with Google AI](/solutions/customer-engagement-ai)."]]