Move from GoHighLevel without guessing what might break.
AgentFlow migrations begin with an inventory and end with a verified customer journey. The scope is explicit, provider requirements stay visible, and the current system remains the baseline until the replacement is proven.
Five stages from inventory to verified cutover.
01
Inventory
List live contacts, fields, tags, calendars, forms, workflows, pipelines, domains, users, and connected providers.
02
Map
Decide what moves, how data transforms, what must be rebuilt, and what stays live during verification.
03
Recreate
Configure the approved structures and workflows in an isolated AgentFlow workspace.
04
Connect
Add the provider accounts and complete any external authorization, DNS, or compliance requirements.
05
Verify
Run the complete customer journey before replacing public links, forms, routing, or live automations.
Common migration scope
- Contacts and companies
- Custom fields and tags
- Pipelines and opportunities
- Calendars and booking forms
- Workflow logic and timing
- Email/SMS templates
- Forms and landing-page connections
- Users, roles, and workspaces
What requires separate verification
Provider authorizations, sending domains, phone numbers, SMS sender registration, payment products, custom-domain DNS, meeting permissions, and historical data availability depend on the connected account and region. They are checked individually rather than treated as automatic.
Review integrationsPlan the switch before changing the live journey.
Bring your current setup to a migration assessment and leave with a scoped, testable path.
No card required to start.