What It Takes to Switch from Another Help Desk

Most of the work in switching help desks is moving your knowledge base and reconnecting your channels. Neither takes long.

What you need to do

1. Create your workspace and invite your team. Seats are unlimited, so invite everyone who talks to customers.
2. Bring your articles across. Helpium supports importing and exporting articles, so you do not have to retype your existing documentation. Once imported, the AI indexes them automatically and starts answering from them.
3. Connect your channels. Install the chat widget with one snippet of code, point your support email address at Helpium, and connect WhatsApp, Instagram, Facebook Messenger or Mercado Libre if you use them.
4. Set up AI Actions if you need them. Optional, and only on Pro and above. This is the step that takes real work, because it means pointing the AI at your own API.

How long it takes

The widget and knowledge base can be live the same day. Email forwarding depends on your DNS provider. Connecting WhatsApp takes longest because Meta has its own verification process.

What does not carry over

Historical conversation transcripts from your previous tool do not import. Most teams keep read-only access to their old help desk for a while for that reason.

Running both at once

You can run Helpium alongside your existing tool during the trial. A common approach is to point the chat widget at Helpium while email stays where it is, then move email once you are confident.