Upgrade from old campaigns

Overview

This documentation addresses users currently utilizing Chatty's original automation features for welcoming visitors and newsletter subscriptions.

What's changing

Current system limitations:

• Basic welcome visitor and newsletter signup workflows
• Simple targeting (all visitors with basic timing)
• Fixed templates with minimal flexibility
• No analytics or performance insights

New Proactive Chat capabilities:

• Four campaign types: welcome visitors, newsletter signup, product recommendations, cart booster
• Advanced targeting by audience, device, pages, and timing
• Fully customizable messages and display conditions
• Priority management across multiple campaigns
• Detailed performance tracking (coming soon)

Upgrade steps

1. Go to Automation - Navigate to the Automation section
2. Try new version - Click "Try now" to access Proactive chat (Automation page becomes unavailable)
3. Test the new system - Review each campaign to verify functionality
4. Activate proactive chat - Publish campaigns in "Proactive chat" to go live

Important notes

Users may continue with existing automation, though this approach is not recommended. Those declining the upgrade will retain current welcome visitor and newsletter automation in the Automation section, but will miss future improvements and new campaign types.