Helpdesk migration
Field-level mapping, validation, and rollback between Stonly and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Stonly
Source
Gorgias
Destination
Compatibility
8 of 12
objects map 1:1 between Stonly and Gorgias.
Complexity
CModerate
Timeline
2-4 weeks
Overview
Moving from Stonly to Gorgias is a migration from a self-serve interactive guide platform into a full omnichannel helpdesk. Stonly stores guide content as structured JSON with branching step logic, targeting rules, and widget deployment configs; Gorgias receives content as Articles inside a Knowledge Base and routes customer journeys through Automations and Flows rather than branching guide trees. We extract all guide text, media attachments, category hierarchies, and targeting metadata from Stonly, then reconstruct that content as typed Gorgias Articles with linear or linked-article alternatives for the original branching paths. Triggers (Stonly's conditional guide-delivery rules) become Gorgias Automations or Macros. The Stonly Widget is not exportable as a configuration file — we document the widget placement points and deliver a Gorgias Chat installation reference for the customer's developer team. We do not migrate Stonly's AI Answer configurations as code; we deliver a guide scope document that the Gorgias admin uses to re-configure AI-powered search in the destination.
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 Stonly 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.
Stonly
Guide
Gorgias
Knowledge Base Article
1:1Stonly Guides map to Gorgias Knowledge Base Articles. We export the full guide content including step text, media attachment URLs, custom CSS blocks, in-guide variable values, and guide metadata (slug, URL path, published status, targeting rules). The guide's category hierarchy in Stonly maps to Gorgias Knowledge Base category structure. Branching logic (decision-tree paths) is exported as structured JSON and reconstructed as linked article sequences or as Gorgias Flow rules that replicate the conditional branching logic.
Stonly
Knowledge Base
Gorgias
Knowledge Base
1:1Stonly Knowledge Bases map directly to Gorgias Knowledge Bases as the top-level organizational container. We export KB name, description, slug structure, ordering, and the full category-subcategory hierarchy. The mapping of which guides live under which categories transfers as article placement within Gorgias KB categories. Multi-language Stonly KBs map to Gorgias multi-language KB configuration (Gorgias supports language selection per article).
Stonly
Guide Branching Tree
Gorgias
Article Sequence + Gorgias Flow
lossyStonly's branching decision tree is the most significant structural difference from Gorgias. We export the full branching map as structured JSON (step name, parent step, child paths, conditional criteria, step text, media). In Gorgias, we create a linear or linked-article sequence where each article represents a decision path, and we create Gorgias Flows with conditions that route the customer to the appropriate article based on their selections. The customer's content team reviews and finalizes the branching logic in the Gorgias Flow builder because branching re-authoring requires editorial judgment on path naming and decision criteria.
Stonly
Triggers
Gorgias
Gorgias Automations / Macros
1:manyStonly Triggers (URL-based, property-based, or event-based guide targeting rules) map to Gorgias Automations and Macros. We export trigger name, condition type, condition criteria (URL contains, user property equals, event fired), and the guide assigned to each trigger. Triggers with a single guide assignment map to a Gorgias Macro. Triggers with complex multi-condition logic map to Gorgias Automations with a condition group. The customer configures trigger-to-automation mapping in Gorgias during the automation rebuild phase.
Stonly
User Properties
Gorgias
Customer Custom Fields
1:1Stonly custom user properties (subscription level, account type, plan tier, next billing date) map to Gorgias Customer Custom Fields. We export the complete property schema including names, data types, and value mappings, then create matching Gorgias Custom Fields with the same type (string, number, boolean, date) on the Customer object. During migration, we populate these fields on existing Gorgias Customer records if the customer has an existing Gorgias instance. If no Customer record exists, we document the property schema for the customer's admin to apply during onboarding.
Stonly
User Events
Gorgias
Gorgias Event Tracking + Automation Triggers
1:1Stonly User Events (tracked actions like purchased_product, created_ticket, upgraded_plan) map to Gorgias event-tracking integrations and Automation triggers. We export the event names, event schemas, and any event-based guide routing rules as structured data. In Gorgias, events are captured through the Gorgias app integration (for Shopify, Magento, or BigCommerce events) or via the Gorgias REST API. The event routing logic that sent customers down specific guide paths in Stonly becomes Gorgias Automation rules triggered by those events.
Stonly
Stonly Widget
Gorgias
Gorgias Chat Widget
lossyThe Stonly Widget is a site-side JavaScript snippet that Stonly does not expose as a portable configuration file. It cannot be programmatically extracted and re-deployed as a Gorgias widget. We document every Stonly widget placement point (URL path, page element, trigger context) in our migration manifest. The customer's developer team installs the Gorgias Chat widget using the Gorgias Chat settings panel and configures the Chat trigger conditions to replicate the original Stonly targeting behavior. The Stonly widget snippet is removed from the site at cutover.
Stonly
AI Answers
Gorgias
Gorgias AI Agent / Knowledge Base Search
lossyStonly AI Answers (the AI-powered search bar surfacing guide content) does not have a programmatic export. We export the list of guides included in the AI Answers scope, the query routing rules, and fallback behavior as structured data. The customer's Gorgias admin re-configures AI-powered self-service by selecting the migrated Knowledge Base Articles in the Gorgias AI Agent settings and defining the same FAQ scope. We deliver a gap analysis noting any Stonly AI Answer features that do not have a direct Gorgias equivalent.
Stonly
Analytics / Insights
Gorgias
CSV Export
1:1Stonly full-path analytics (guide completion rates, step-level drop-offs, usage trends, view counts by guide and time period) export as CSV snapshots at migration time. We capture the most recent 12 months of analytics data where available. These CSV snapshots cannot be programmatically re-imported into Gorgias because Gorgias does not expose a bulk analytics import API. We deliver the analytics CSV to the customer's admin team for manual record-keeping or for import into a BI tool like Looker or Google Sheets.
Stonly
Team Members and Roles
Gorgias
Agents and User Permissions
1:1Stonly team members (name, email, role: Admin/Editor/Viewer, KB-level access permissions) export as CSV. Stonly Admin and Editor roles map to Gorgias Agent with appropriate permission sets. Stonly Viewer role has no Gorgias equivalent because Gorgias's permission model is agent-centric (admin/agent/viewer on the helpdesk, not on the knowledge base). We document the role mapping and flag that Gorgias KB-level access permissions require manual configuration post-migration.
Stonly
Guide Media Attachments
Gorgias
Gorgias Article Media
1:1Images, screenshots, and documents attached to Stonly guide steps export as files with their original URLs and metadata. We download media assets and re-upload them to Gorgias Article media attachments, preserving alt text from the Stonly step description. Any externally hosted media (images linked to third-party CDNs) are re-hosted or linked directly in Gorgias depending on the customer's preference.
Stonly
PDF Exports
Gorgias
Manual Recreation
1:1Stonly PDF exports (available on Business and Enterprise plans) do not have a migration path into Gorgias because Gorgias does not have a native PDF export feature for Knowledge Base articles. If the customer used PDF exports as their primary external documentation format, we flag this gap and deliver the PDF generation source (the article content and structure) so that the customer's admin can generate PDFs using a third-party tool or a custom script post-migration. We confirm the customer's current Stonly plan tier during scoping to identify whether any affected guides exist.
| Stonly | Gorgias | Compatibility | |
|---|---|---|---|
| Guide | Knowledge Base Article1:1 | Fully supported | |
| Knowledge Base | Knowledge Base1:1 | Fully supported | |
| Guide Branching Tree | Article Sequence + Gorgias Flowlossy | Fully supported | |
| Triggers | Gorgias Automations / Macros1:many | Mapping required | |
| User Properties | Customer Custom Fields1:1 | Fully supported | |
| User Events | Gorgias Event Tracking + Automation Triggers1:1 | Fully supported | |
| Stonly Widget | Gorgias Chat Widgetlossy | Mapping required | |
| AI Answers | Gorgias AI Agent / Knowledge Base Searchlossy | Mapping required | |
| Analytics / Insights | CSV Export1:1 | Mapping required | |
| Team Members and Roles | Agents and User Permissions1:1 | Mapping required | |
| Guide Media Attachments | Gorgias Article Media1:1 | Fully supported | |
| PDF Exports | Manual Recreation1:1 | Mapping required |
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.
Stonly gotchas
Billable guide view counting counts each session, not each unique user
Guide branching tree structures require re-authoring in most destinations
PDF exports are plan-gated and not available on all tiers
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
Content and structure audit
We audit the source Stonly account: guide count, knowledge base count, branching tree depth (number of decision points per guide), language count, media attachment volume, active trigger count, user property schema, and user event catalog. We export analytics snapshots as CSV for the last 12 months and confirm the customer's current Stonly plan tier to identify any PDF-export-gated content. We pair this with a review of the destination Gorgias account's existing Knowledge Base structure, existing Automations, and current agent permissions to identify any overlap or conflict before migration begins.
Guide content extraction and branching map generation
We extract every guide as structured JSON including step text, media attachment references, custom CSS, in-guide variable configurations, category assignment, and the complete branching tree. For each guide, we generate a branching map that documents every step, every conditional split, every child path, and the criteria that govern each split. This branching map is the key handoff document for the Gorgias Flow rebuild. We also extract the Knowledge Base hierarchy (categories, subcategories, guide ordering) and the guide-to-category mapping. All media assets are downloaded and staged for re-upload into Gorgias.
Trigger and personalization rule extraction
We export all active Stonly Triggers: trigger name, condition type (URL-based, property-based, event-based), condition criteria, and the guide assigned to each trigger. We export the user property schema (property name, data type, value list if applicable) and the user event catalog (event name, event schema, any event-based guide routing). Triggers are exported in a format that maps directly to Gorgias Automations and Macros so the customer or the FlitStack AI automations team can reference the original logic when rebuilding in Gorgias.
Content import into Gorgias Knowledge Base
We import guide content into Gorgias as Knowledge Base Articles. For each guide, we create a top-level article and populate it with the step text and media attachments. For guides with branching trees, we create a sequence of linked articles representing each path and document the linking logic in the branching map. Articles are placed in the appropriate Knowledge Base category matching the original Stonly KB hierarchy. Multi-language articles are imported with the correct language tag. We run the import in batches to stay within Gorgias API rate limits, with exponential backoff on 429 responses.
Widget documentation and Gorgias Chat setup handoff
We document every Stonly widget placement point: URL path, page context, and the trigger condition that launched each guide. This document is delivered to the customer's developer team along with the Gorgias Chat widget installation instructions. The customer installs Gorgias Chat independently and configures chat trigger conditions to replicate the original Stonly targeting behavior. The Stonly widget snippet is removed from the site at cutover. This is the only step that requires developer involvement outside the FlitStack AI migration scope.
Automation rebuild inventory and handoff
We deliver the Trigger and User Events inventory as a structured document that maps each Stonly trigger to its recommended Gorgias Automation or Macro equivalent. We do not build Gorgias Automations inside the migration scope because automation sequencing requires product knowledge and customer-specific routing logic that only the customer's team can define. The handoff document includes the trigger name, trigger type, condition criteria, assigned guide, recommended Gorgias action (apply tag, assign agent, send macro, route to team), and any notes about conditional logic that requires a Flow rather than a Macro.
Cutover, delta sync, and analytics delivery
We freeze Stonly guide edits during cutover and run a final delta export of any content modified during the migration window. We re-upload delta content to Gorgias and confirm article counts, category placement, and media attachment integrity. We deliver the analytics CSV snapshot and the branching map document to the customer's admin team. We do not rebuild Stonly AI Answers or Gorgias AI Agent configurations as part of the migration scope; we deliver the gap analysis and configuration reference for the customer's admin to implement post-migration.
Platform deep dives
Stonly
Source
Strengths
Weaknesses
Gorgias
Destination
Strengths
Weaknesses
Complexity grading
Moderate Helpdesk migration. 3 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Stonly and Gorgias.
Object compatibility
3 of 7 objects need a mapping; the rest are 1:1.
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
Stonly: Not publicly documented.
Data volume sensitivity
Stonly 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
Pick a category, then your source and destination platforms.
Category
FAQ
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