Connectivity platform migration guide
Last updated
Was this helpful?
Last updated
Was this helpful?
Overview
Introduction to the Migration Guide
This guide is designed to help you transition from the Connectivity Platform’s Conversations API to Bird CRM seamlessly. It highlights the key differences, benefits, and step-by-step instructions for migrating your workflows to take full advantage of Bird CRM’s improved features.
Whether you’re managing messaging channels, synchronizing templates, or handling conversations programmatically, this guide ensures a smooth migration experience tailored to your business needs.
Key sections in this guide
To help you navigate quickly, here are the key topics covered:
Key APIs in the New Platform
Bird CRM offers two primary APIs for managing your messaging workflows:
Channels API: For direct messaging without maintaining conversation context.
Conversations API: For managing rich, contextual conversations and participant tracking.
Key Differences Between the Conversations API in Connectivity Platform and Bird CRM
Messaging Flexibility
Messaging is only supported through Conversations API.
Messaging possible via both Channels API (direct messages) and Conversations API (contextual interactions).
Conversation Lifecycle
Conversations created or updated automatically when sending a message to a specific contact.
Conversations automatically created or updated when sending a message using the Conversations API.
Participant Management
Limited participant types (e.g., users and contacts).
Supports multiple participant types: user, contact, flow, accessKey.
Template Synchronisation
Manual process with limited visibility.
Supports automated template synchronisation for WhatsApp WABAs.
Channel Management
Managed through legacy tools.
Channels and WABAs managed programmatically or via the UI.
Event Handling
Basic event subscription for status updates.
Advanced webhook management for message lifecycle events, including delivery and read receipts.
Rich Messaging
Supported rich text and template-based messaging for specific channels (e.g., WhatsApp).
Extended support for multimedia, templates, metadata, and advanced messaging workflows across all supported channels.
Key enhancement: Messaging flexibility
The new Bird CRM platform introduces greater flexibility for handling different types of messaging workflows.
Messaging API Options
Channels API
Purpose: For lightweight messaging without maintaining conversation context.
Best Suited For: Direct, one-off messages like notifications.
Conversations API
Purpose: Managing complex interactions with multiple participants and detailed context.
Ideal Uses:
Customer service workflows
Agent-customer communication
Automation flows
This flexibility ensures the system can meet various messaging needs, from simple alerts to comprehensive customer.
Learn when and how to use these APIs effectively.
Step-by-step instructions for updating your messaging workflows.
A guide to transferring your WhatsApp configurations to the new platform.