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CX Migration Guide

Switch to PrivateFlow

Everything you need to transition your CX AI stack - feature mapping, migration steps, and the capabilities you gain along the way.

What You Gain

Capabilities only PrivateFlow offers - built into the platform.

29+ Model Providers

Choose from OpenAI, Anthropic, Gemini, Ollama, and many more - full AI transparency.

Self-Hosted Deployment

Run on your own infrastructure. Your data stays in your network by design.

26 Guardrails

PII redaction, prompt injection detection, toxicity filtering, and 10 more - built in.

14 Multi-Agent Strategies

Fan-out, debate, voting, hierarchical, and more - beyond simple sequential flows.

Voice AI (5 Providers)

Integrated speech-to-text and text-to-speech with ElevenLabs, Deepgram, Azure, and more.

166 Templates Across 13 Departments

Not just CX - finance, legal, security, HR, DevOps, sales, engineering, and more.

Migration in 6 Steps

01

Sign Up

Create your PrivateFlow account - request access to get started.

02

Connect Your Helpdesk

One-click MCP integration with Zendesk, Salesforce, Intercom, and Freshdesk.

03

Choose CX Templates

Pick from 46+ CX-specific templates - triage, CSAT prediction, auto-resolution, QA scoring, and more.

04

Configure Guardrails

Set model preferences, PII filters, and approval gates to match your compliance requirements.

05

Test with Historical Tickets

Run templates against past tickets to validate accuracy before going live.

06

Go Live with Gradual Rollout

Start with one team or category, monitor CSAT health scores, then expand.

Enterprise Security

Auditable controls, strong encryption, PII guardrails, full audit logging.

Migration Support

Dedicated onboarding team to help you transition smoothly.

Built for Scale

166 production templates designed for high-volume ticket processing across 13 departments.

Ready to build production

Self-host in minutes with Docker, or use the cloud. Either way, you own your data and your models.

Get started in minutes
Self-hosted option available
Minimal vendor lock-in