Migrate Customers Smoothly with Clear Communication

AI drafts phased migration emails with technical guides and timelines. Your team verifies every detail before customers see it.

The problem

Why this matters

Platform migrations, API version upgrades, and service transitions create anxiety for customers. Poorly communicated migrations cause support overload, broken integrations, and customer churn. Customers need clear, phased guidance but producing accurate technical migration content for each customer segment is enormously time-consuming.

The solution

How MultiMail solves this

MultiMail's AI agent drafts phased migration communications with technical guides, timelines, and support resources tailored to each customer's integration. With gated_all oversight, your engineering and support teams verify every technical detail before delivery — because errors in migration instructions can break customer integrations.

1

Segment Migration Cohorts

Use search_contacts to identify customers affected by the migration. Tag them by integration type, API version, and migration priority to send the right message to each group.

2

Draft Phase-Specific Communications

The AI drafts emails for each migration phase — announcement, preparation guide, migration window, and completion confirmation. Each email includes relevant technical details for the customer's specific integration.

3

Engineering Reviews Everything

With gated_all oversight, every migration email is reviewed for technical accuracy. Engineering verifies code examples, endpoint changes, and breaking changes before any customer receives instructions.

4

Send and Track Progress

Approved emails are sent to the appropriate cohort. Tag conversations to track which customers have acknowledged, started, and completed their migration.

Try it

Try it with your agent

Pick your platform, copy the prompt, and paste it to your AI agent — it sets up MultiMail and builds the whole flow. Nothing to fill in.

1. Read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. Connect to Salesforce, create or use a Campaign named Customer Migration Communications, and use Salesforce Flow or Campaign Member changes as the trigger when an Account or Contact is added to the migration audience. 3. Use Salesforce CRM data for each Account, Contact, installed product, contract tier, owner, and open Cases to segment customers by migration path, risk level, and support needs. 4. Draft a phased email sequence: announcement, technical preparation guide, deadline reminder, cutover-day checklist, and post-migration follow-up, personalized with the customer’s integration details and support owner. 5. Run MultiMail in gated_send oversight so engineering and support can approve each send, then ask me only for Salesforce credentials, MultiMail access, and brand voice details to go live.
Benefits

What you get

Zero Broken Integrations

Gated_all oversight ensures every migration instruction is technically accurate before customers attempt changes to their integrations.

Phased Communication

AI manages multi-phase migration campaigns — announcement, preparation, migration window, and completion — keeping customers informed at every stage.

Segment-Specific Guidance

Different customer segments receive migration instructions tailored to their specific integration patterns, API usage, and technical complexity.

Migration Progress Tracking

Contact tagging creates a real-time view of migration progress across your customer base, making it easy to identify and support stragglers.

Oversight

Recommended oversight mode

Recommended
gated_all
Migration communications contain technical instructions that can break customer integrations if inaccurate. Gated_all ensures engineering reviews every detail — endpoint changes, code examples, and timelines — before customers act on the instructions.
FAQ

Common questions

Why is gated_all necessary for migration emails?
Migration instructions tell customers exactly how to modify their code and configurations. An error in an endpoint URL, authentication change, or breaking change description could cause production outages for your customers. Gated_all ensures engineering verifies every technical detail.
How do I handle different migration paths for different customers?
Tag customers by integration type, API version, and feature usage. The AI drafts migration instructions specific to each segment — webhook users get webhook migration steps, REST API users get endpoint changes, and so on.
Can I track which customers have completed their migration?
Yes. Combine MultiMail's contact tagging with your API usage data. Tag customers as they progress through migration stages (notified, started, completed) and use search_contacts to identify customers who need follow-up.
How many migration phases should I plan?
Most migrations work well with 4 phases: initial announcement (90 days out), detailed preparation guide (60 days), migration window reminder (30 days), and final deadline notice (7 days). The AI can draft all phases upfront for batch review.
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