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Switching to Callario

Change help desks one channel at a time.

Moving from Zendesk, Intercom or another help desk? Bring your customers and companies across from a CSV export and your help-centre articles from their files. Start with the website widget while your current tool carries on, then move the rest when you’re ready. There is no automated importer, and ticket history stays where it is.

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  • CSV import for customers and companies, with revert
  • Articles imported as drafts you review first
  • Widget identity signed by your server, Intercom-style
Moving to Callario3 of 4 done

  1. 01Import customers & companiesDone

    customers-export.csv · 12,480 rows · match on Email

    11,902Create541Update37Skip

    Revert this import

  2. 02Import help-centre articlesDone

    returns.htmlpausing.mdcare-guide.pdf

    46 drafts to review · 3 images not imported — add them from the editor

  3. 03Website widget, identity signedLive

    Callario.identify({ email, hmac })

  4. 04Help centre on CallarioNext

    fernhill.callario.com · English and Arabic

Your current help desk keeps ticket history and every other channel until you choose to move it.

01Day one on the new widget

Your articles and your customers,
answering from the first chat.

The first customer on the new widget is already signed in on your site. Callario matches her to the record you imported, looks up her subscription through your own endpoint, and answers from an article that came across from your old help centre.

FFernhill PlantsAI agent · online

Can I pause my plant box while I’m away in August?

Yes — you can pause for up to two months under Account › Subscription, and nothing ships while it’s paused. Your next Monthly Box goes out on 4 August, so pause before the 1st to skip it.

Sources:Pausing your subscription

Perfect, thank you.

Day one on Callario

  1. Visitor verified by your serverSigned identity · email
  2. Matched to her imported recordFrom customers-export.csv
  3. Looked up her subscriptionThrough your endpoint, read-only
  4. Cited “Pausing your subscription”Imported from your old help centre, then published

02What you set up

What comes across,
and what is waiting on the other side.

Contacts & CRMImport customers and companies by CSV, match on email, domain, company name or a custom field, and revert a batch.AI · Each record’s AI knowledge card decides what the agent may know about that customer.Knowledge Base & Help CentreUpload HTML, Markdown, PDF or text files — headings, lists, links and tables kept — or import one public page by its address.AI · The writing assistant tidies imported articles: improve, simplify, shorten or change the tone.AI AgentOn your website with one script tag, or as a hosted chat link.AI · Answers from the articles you imported and published, and names them as its sources.Inbox & TicketingStatuses, macros, SLAs, merge and split — the desk your team already knows how to run.AI · Triage reads intent, sentiment and language, and Copilot drafts cited replies.Workflows & RulesRebuild your old triggers and automations, starting from templates.AI · Describe an old rule in a sentence and AI drafts it as a workflow you test first.API & WebhooksA scoped REST API for tickets and contacts, and signed webhooks for your other systems.AI · The agent can look up orders or accounts through your own endpoint, for verified customers.

03How the move works

A move you can make in steps, and stop halfway.

  • A big-bang weekend cutover, with everything moved at once.

    Start with the website widget; your current tool keeps everything else until you move it.

  • Customer data re-keyed by hand or through a services project.

    CSV import matches existing records, runs large files in the background, and can be reverted.

  • Your help centre rebuilt article by article.

    Upload the exported files; each becomes a draft that keeps its headings, lists, links and tables.

  • Chat visitors you can’t tie to an account.

    Your server signs who the visitor is; the AI reads that customer’s governed record and nobody else’s.

04Honest about scope

What you can move today, and what has to wait.

Live today

  • Customers and companies, by CSV import with preview and revert
  • Help-centre articles from HTML, Markdown, PDF and text files
  • Website widget with signed visitor identity, and a hosted chat link
  • A help centre for your customers, in English and Arabic

Next on the roadmap

  • Email, WhatsApp and Slack as channels
  • Native Shopify, Stripe and HubSpot actions

05Straight answers

Straight answers
about switching.

Is there an automated Zendesk or Intercom importer?
No. You export customers and organisations or companies to CSV and import them into the CRM, and export your help-centre articles as HTML, Markdown or PDF files and upload them. Each file becomes a draft you review before the AI can use it. We help you plan the move.
Can we bring our ticket history?
Not today — there is no ticket or conversation history import. Keep your current help desk available read-only for past tickets; the CSV import brings across who your customers and companies are, so new conversations start on the right record.
We use Intercom’s identity verification. Does that carry over?
The approach does. Your server signs the visitor’s email with a secret using HMAC-SHA256 — or a phone number, or your own user ID — and the widget passes the signature along. You sign with a new Callario secret instead of your old one. An unsigned identity is treated as display-only and never links a visitor to an existing record.
Can we run Callario alongside our current tool?
Yes, and that is how we suggest you start. Put the widget on your website, or share the hosted chat link, while your current help desk handles everything else. Move the help centre next, and the rest as Callario adds the channels you need.
What about our email support?
Email is on the roadmap, not live yet. Keep email support in your current tool for now; your team can still work web chat and help-centre requests in Callario alongside it.
Design-partner programme · now onboarding

Put it in front of
real customers.

We’re onboarding a small group of teams ready to run their support on Callario’s AI — and to tell us where it breaks. Bring your real conversations; we’ll bring the platform and the people who build it.

Get early accessBook a demo
  • No training on your data
  • English and Arabic
  • Human takeover, any time

What design partners get

  • The whole platform, set up with youAI agent, copilot, workflows, inbox and knowledge — configured around your real conversations.
  • A direct line to the buildersTalk to the people who write the code, not a support queue.
  • A say in what ships nextYour feedback shapes the roadmap, week by week.