Helpdesk migration
Field-level mapping, validation, and rollback between Heyday AI and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Heyday AI
Source
Gorgias
Destination
Compatibility
7 of 12
objects map 1:1 between Heyday AI and Gorgias.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Moving from Heyday AI to Gorgias is a migration from a conversational AI chatbot layer embedded in Hootsuite's social suite to a dedicated e-commerce helpdesk with Shopify-native AI automation. Heyday AI does not publish a standalone public API, which means conversation history, FAQ automation flows, keyword triggers, and bot training data cannot be pulled via standard API calls and must be handled through manual extraction or direct Hootsuite vendor assistance. We extract customer profiles and conversation references from Heyday's admin UI or through Hootsuite backend access, map them to Gorgias Customers and Tickets, preserve order and product links from Heyday's connected e-commerce integrations, and resolve agent identities to Gorgias user accounts. We do not migrate Heyday automation rules or bot logic as code; we deliver a written inventory of every observed automation with its trigger conditions and recommended Gorgias macro or rule equivalent. The Gorgias Help Desk Migration app and REST API provide a solid ingestion layer for tickets and contacts once we have extracted the source data, but the export side of the pipeline requires scoping the customer's specific Heyday configuration before we can guarantee completeness of historical conversation data.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Heyday AI object lands in Gorgias, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Heyday AI
Conversations
Gorgias
Ticket
1:1Heyday Conversation threads and message history are not accessible via a documented public API. We work with the customer to extract conversation data from Heyday's admin UI, which supports manual CSV or screen-based export for recent periods. Historical conversation volume, date range availability, and export completeness depend on the customer's specific Hootsuite contract and Heyday configuration. We map each conversation thread to a Gorgias Ticket, preserving the channel of origin (chat, Instagram DM, Facebook DM) as a tag, and conversation timestamps as Ticket created_at and last_message_at. We flag that Heyday conversation export completeness cannot be guaranteed without Hootsuite backend involvement and document the extraction scope in the migration manifest.
Heyday AI
Customer
Gorgias
Customer
1:1Heyday Customer profiles may be synced from connected e-commerce platforms such as Shopify, Magento, or WooCommerce. We map customer records to Gorgias Customer, preserving name, email, phone, and any e-commerce platform identifiers as external_id references. Custom customer properties built inside Heyday (such as customer tier, lifetime value, or preference flags) are mapped to Gorgias Customer attributes or stored as JSON in a custom field if the attribute does not map to a typed Gorgias field. We use email as the dedupe key during import.
Heyday AI
Product
Gorgias
Product
1:1Heyday pulls product catalogue data from connected e-commerce platform integrations rather than holding product data natively. We extract product references (product name, SKU, price, image URL) from Heyday's integration configuration or from the product context carried in Heyday conversation messages, and map these to Gorgias Product records. Heyday-specific product attributes or AI recommendation logic do not carry forward; we note that product data should be sourced directly from the connected e-commerce platform at the destination if completeness is critical.
Heyday AI
Order
Gorgias
Order
1:1Heyday Order records are references pulled from e-commerce platform integrations (Shopify, Magento, WooCommerce) used to answer order-tracking queries within the chatbot. We preserve order references (order number, status, line items, tracking information) as they appear in Heyday's conversation context and map them to Gorgias Order objects linked to the corresponding Customer. The primary source of truth for orders remains the e-commerce platform; Heyday's order context is preserved as linked reference data within Gorgias Tickets for agent visibility.
Heyday AI
Automation Rules
Gorgias
Macro
lossyHeyday FAQ automation flows, keyword triggers, and routing logic are configured inside Heyday's conversational flow builder and are not exposed via a public API. These workflows do not migrate. We document every observed automation during the discovery phase: trigger conditions, branching logic, routing rules, FAQ response content, and escalation paths. We deliver a written Automation Rebuild Specification mapping each Heyday automation to a Gorgias Macro (for one-click agent responses) and a Gorgias Automation Rule (for ticket routing and auto-assignment). The customer's admin implements the rebuild in Gorgias settings.
Heyday AI
FAQ Content
Gorgias
Help Center Article
1:manyHeyday FAQ automation responses are tied to specific question patterns and are not stored as standalone content objects with independent export access. We extract visible FAQ response text from Heyday's conversational flow configurations during the discovery site walkthrough, then split each FAQ response into a standalone Gorgias Help Center Article. Articles are organized by category matching Heyday's topic structure, and each article is tagged with the original automation flow name for traceability.
Heyday AI
Agent Profile
Gorgias
User
1:1Heyday human agent accounts and assignment rules are managed via Hootsuite admin APIs where accessible. We extract agent identities (name, email, role, status) from Heyday's admin panel and map them to Gorgias User accounts. Heyday-specific roles such as Bot Manager or Social Team Member are mapped to the closest Gorgias role (Agent, Admin, or Supervisor) and noted in the mapping manifest. Agents without a matching email in the destination Gorgias workspace are held in a reconciliation queue for the customer's admin to provision before user assignment migration runs.
Heyday AI
Tags and Labels
Gorgias
Tag
1:1Conversation tagging schemas in Heyday vary by implementation and may include channel tags, priority flags, intent labels, and team routing tags. We extract the full tagging taxonomy from Heyday's admin configuration and map each tag to a Gorgias Tag. Tag names are preserved verbatim where they match Gorgias's character constraints; names that exceed limits are shortened and documented in the tag mapping reference. Tag hierarchies (if any exist in the customer's Heyday configuration) are flattened into a single-level tag list in Gorgias.
Heyday AI
Integration Connector
Gorgias
Integration
lossyHeyday connects to over 20 applications including Shopify, WooCommerce, Magento, Instagram, Facebook, and other social channels. During discovery we audit every active Heyday integration and document its current configuration (auth credentials, sync scope, data flow direction). We then map each active integration to its Gorgias equivalent: the Shopify integration is replaced by Gorgias's certified Shopify app, email channels map to Gorgias IMAP/SMTP or email forwarding rules, and social channels (Instagram, Facebook) map to Gorgias's Facebook and Instagram channel integrations. We flag any Heyday integrations that have no Gorgias equivalent (such as platform-specific social listening tools) for the customer's admin to evaluate as standalone tools post-migration.
Heyday AI
Bot Training Data
Gorgias
AI Agent Knowledge Base
lossyHeyday bot training data and FAQ knowledge used to power the conversational AI is not exposed as an exportable dataset. We document every trained intent, entity, and response variation observed in Heyday's bot configuration during the discovery phase and deliver this as a Bot Training Specification document. The customer's admin uses this document to populate Gorgias AI Agent's knowledge base with source content, including Help Center articles, product FAQs, return policies, and order management procedures. We do not import training data directly; the specification enables manual knowledge transfer.
Heyday AI
Reporting and Analytics
Gorgias
Report
lossyHeyday provides chatbot analytics including conversation volume, deflection rate, resolution rate, and agent handling time. We extract any available reporting data from Heyday's analytics dashboard during the discovery phase, noting the metrics available and the time range covered. We map these metrics to Gorgias Reporting equivalents: conversation volume maps to Ticket count, deflection rate maps to the ratio of AI-resolved to total tickets, and agent handling time maps to First Response Time and Resolution Time reports. We deliver a Reporting Migration Summary that lists every Heyday metric and its Gorgias reporting equivalent, noting that custom Heyday analytics dashboards must be rebuilt in Gorgias Report Builder.
Heyday AI
Channel Configuration
Gorgias
Channel
1:1Heyday's channel configuration covers chat widgets embedded on the brand's website, Instagram Direct Message routing, Facebook Messenger routing, and live video shopping. We document each active channel in Heyday: the widget installation code, channel connection status, and routing rules applied per channel. We map these to Gorgias channel equivalents: the website chat widget maps to Gorgias Chat Widget (installed via JavaScript snippet), Instagram DM maps to Gorgias Instagram Channel, Facebook Messenger maps to Gorgias Facebook Channel, and email support maps to Gorgias Email Channel. Live video shopping has no direct Gorgias equivalent; we flag this for the customer's admin to decide whether a separate tool is required.
| Heyday AI | Gorgias | Compatibility | |
|---|---|---|---|
| Conversations | Ticket1:1 | Not supported | |
| Customer | Customer1:1 | Fully supported | |
| Product | Product1:1 | Fully supported | |
| Order | Order1:1 | Fully supported | |
| Automation Rules | Macrolossy | Not supported | |
| FAQ Content | Help Center Article1:many | Fully supported | |
| Agent Profile | User1:1 | Fully supported | |
| Tags and Labels | Tag1:1 | Mapping required | |
| Integration Connector | Integrationlossy | Fully supported | |
| Bot Training Data | AI Agent Knowledge Baselossy | Fully supported | |
| Reporting and Analytics | Reportlossy | Fully supported | |
| Channel Configuration | Channel1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Heyday AI gotchas
No documented public API for data export
Pricing requires sales consultation
Automation rules and bot logic do not export
Limited public documentation on schema
Gorgias gotchas
AI Agent adds outcome-based fees on top of billable ticket costs
Overage billing for tickets scales nonlinearly
API rate limits restrict bulk export throughput
Agent data visibility cannot be restricted by role for GDPR use cases
Knowledge Base translations require separate API calls per locale
Pair-specific challenges
Migration approach
Discovery and data audit
We audit the customer's Heyday configuration across active channels (chat widget, Instagram, Facebook), connected e-commerce integrations (Shopify, WooCommerce, Magento), active automation flows, bot training data, agent accounts, and conversation tagging schema. We also audit the Gorgias destination workspace: existing users, channels, macros, automation rules, and Help Center structure. The discovery output is a written Migration Scope document identifying exportable data, non-exportable data (automation, bot logic), the estimated conversation export window, and a list of questions for Hootsuite support if historical conversation access is required beyond the admin UI limit.
Data extraction from Heyday
We coordinate with the customer to extract available data from Heyday's admin UI: customer profiles via CSV export, conversation history within the exportable date range, agent account list, active integrations, and tagging taxonomy. For conversation histories that extend beyond the admin UI export window, we prepare a formal Hootsuite data request and include its timeline in the project schedule. We extract FAQ automation response text from Heyday's flow builder UI during a shared discovery session, capturing every visible trigger, condition, and response. We document automation flows as the source material for the Automation Rebuild Specification.
Schema design and object mapping
We design the destination Gorgias workspace configuration: we create Customer attributes matching Heyday custom properties, configure Tags matching Heyday's tagging taxonomy, set up Channel integrations (email, Instagram, Facebook, chat widget) matching Heyday's active channels, and create an initial Help Center article structure corresponding to Heyday's FAQ topics. We configure the Shopify integration (or the relevant e-commerce platform integration) using the customer's store credentials. We use the Gorgias REST API to create and validate the schema before any data import begins.
Data import and reconciliation
We import customer records into Gorgias using the Gorgias REST API with email as the dedupe key. We import conversation threads as Gorgias Tickets linked to the corresponding Customer, preserving channel, timestamps, and tag assignments. We import product and order reference data as linked external records on the relevant Tickets. Each import phase emits a row-count reconciliation report comparing source record count to destination record count. We resolve any missing parent references (Customers without Tickets, Tickets without Customers) before proceeding. We do not import automation rules or bot training data; these are documented for manual rebuild.
Agent and user provisioning
We extract the full agent list from Heyday's admin panel and map each Heyday agent to a Gorgias User. Agents are created in Gorgias with matching email, name, and the closest applicable role (Agent, Admin, or Supervisor). Channel assignments are configured per agent matching Heyday's routing rules. Any Heyday agents without email addresses in the destination workspace are held in a user reconciliation queue for the customer's admin to resolve.
Automation rebuild handoff and cutover
We deliver the Automation Rebuild Specification documenting every observed Heyday automation with its trigger conditions, routing logic, response content, and recommended Gorgias equivalent (Macro or Automation Rule). We deliver the Bot Training Specification with extracted FAQ content organized by topic for manual knowledge base population in Gorgias AI Agent. We run a final delta migration of any records created or modified during the migration window, then freeze Heyday writes during cutover. We support a five-business-day hypercare window for reconciliation issues. We do not configure Gorgias automations or train the AI Agent as part of the standard migration scope; these are delivered as specification documents for the customer's admin to implement.
Platform deep dives
Heyday AI
Source
Strengths
Weaknesses
Gorgias
Destination
Strengths
Weaknesses
Complexity grading
Moderate Helpdesk migration. 1 of 7 objects need a manual workaround.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Heyday AI and Gorgias.
Object compatibility
1 of 7 objects need a manual workaround.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
Heyday AI: Not publicly documented.
Data volume sensitivity
Heyday AI doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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Category
FAQ
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