Zammad vs Chatwoot: when each one is the right choice
Zammad suits ticket-centric helpdesk work, where every customer request becomes a tracked ticket with owners, states, SLAs and history. Chatwoot suits conversation-first live chat and social channels, where a website widget, WhatsApp, Instagram or Facebook messages arrive in one inbox and agents answer in near real time. The decision turns on four things: your channel mix, how your team's ticket workflow must behave, the licensing terms you can accept, and which paid support tier you need to run the system. Both platforms are built on Rails, PostgreSQL and Redis, so server sizing and database choices rarely decide the question on their own.
Start with channels. If most volume arrives by email and web forms and must be auditable as tickets, Zammad is the stronger fit because its ticket model is the core of the product. If volume depends on a website live chat widget and social messaging, Chatwoot's channel list and conversation model match that work more directly. Next, examine workflow. Chatwoot documents auto-assignment by agent availability, business hours, canned responses and private notes, which suits fast conversational queues. Zammad's strength is structured ticket handling, so check whether your escalation paths need that structure. Confirm both against your own process with a trial of your real queues before you commit.
Licensing and support tier are the last checks. Zammad is AGPL-3.0 licensed and free to self-host, with paid self-hosted support plans listed by Zammad at 2,999, 5,999 and 9,999 euros per year, so the recurring cost is support and your own operations time. Chatwoot's code is MIT except its enterprise directory, and its self-hosted plans list Premium Support at $19 per agent per month and Enterprise at $99 per agent per month, with SSO through SAML and SLA policies on the higher tier. If you need SSO or SLA commitments, price the Chatwoot tier that includes them and ask both vendors in writing what their support covers in your environment.
Zammad vs Chatwoot by support scenario
This table maps common support team scenarios to the platform that fits each one better, with the reason and the condition that would favor the other option. Read each row against your own channel mix, ticket volume and AI plans before shortlisting.
| Scenario | Better fit and why | Other platform fits better when |
|---|---|---|
| Email-led helpdesk with SLA-style ticket handling | Zammad. Its ticket-centric model is built around email threads, ticket states and agent workflows, which suits queue-based support. | Chatwoot fits better when most work is live conversation rather than ticket queues, and SLA policies are only needed on the Enterprise Edition. |
| Website live chat with social direct messages | Chatwoot. Its website live chat widget and inboxes for Facebook, Instagram, Twitter, WhatsApp and Telegram sit in one conversation-first inbox. | Zammad fits better when chat is a minor channel and the team needs deeper ticket history, escalation and reporting around each request. |
| Mixed channels with a knowledge base | Depends on the weight of each channel. Chatwoot offers a Help Center portal for articles alongside its channel inbox, while Zammad centers knowledge around tickets. | Choose Zammad when knowledge must stay tightly linked to ticket handling, and confirm the knowledge base features you need against each vendor's current documentation. |
| Team that wants AI-assisted replies | Chatwoot, if Captain AI is required. The README describes Captain as an AI agent that automates answers to common queries, and it is listed in the Premium Support tier. | Zammad fits better when AI is not a selection criterion. Confirm any Zammad AI capability directly with the vendor, since no supplied fact covers it. |
| Single sign-on for agents | Zammad supports SAML and OpenID Connect among other providers. Chatwoot lists SSO with SAML only on the Enterprise Edition. | Chatwoot may suit teams that accept the Enterprise Edition price for SSO, while Zammad fits teams that need SSO without a tier change. |
| Open-source license and paid tiers | Zammad, if a single AGPL-3.0 codebase with paid self-hosted support plans is preferred. Its core is fully AGPL-3.0 licensed. | Chatwoot fits when the MIT Expat core is preferred, but confirm license terms for the enterprise directory and any paid edition code before adoption. |
| Database and infrastructure footprint | Chatwoot, if PostgreSQL-only with Redis and a smaller stack matches your platform team. Ruby 3.2 or later and Node.js 20.x are needed. | Zammad fits better when Elasticsearch-backed search and PostgreSQL 15 or newer with Redis 7 or newer are already standard in your environment. |
| Operating system and deployment support | Zammad documents package, Docker Compose and Helm installs. Chatwoot lists Ubuntu 20.04 as its only officially supported Linux distribution. | Chatwoot fits teams on cloud platforms with its documented guides, while Zammad fits teams that need package-based installs on several distributions. |
How Zammad and Chatwoot are built and deployed
Both platforms are Rails applications, so much of the day-to-day work looks similar. The differences sit in the database, the cache and search layers, and the install paths, and those choices decide what your team patches, backs up and answers for at 2 a.m.
Shared Rails application base
Zammad and Chatwoot both run on Ruby on Rails, and Chatwoot adds Vue.js for its agent interface. Your team will need Ruby-capable staff for upgrades, plugin work or troubleshooting, but neither platform is a generic PHP or Node stack you can hand to any operator. Ask each vendor which Ruby and Rails versions their current release requires and how long they keep older lines patched.
Zammad's PostgreSQL 15 requirement
Zammad stores its content in PostgreSQL 15 or newer, so your database team must support that major version before go-live. Backups, point-in-time recovery and major-version upgrades are handled in PostgreSQL itself, which means your existing database standards usually apply. Confirm the version your platform team can run and who owns restores.
Chatwoot's PostgreSQL-only database
Chatwoot supports only PostgreSQL as its database, so there is no alternative engine to fall back on if your standards favor another database. That narrows the decision to one engine, which simplifies backup design but leaves no option if PostgreSQL is not already in your estate. Check the exact PostgreSQL version Chatwoot documents for your release before you commit to a host.
Redis for realtime and jobs
Zammad requires Redis 7 or newer for realtime websocket communication, and Chatwoot recommends Redis 7.0 or higher for its background work. Redis is a stateful service, so your on-call runbook needs a clear answer for failover, memory limits and what happens to queued jobs during an outage. Ask both vendors how Redis persistence should be configured for their workloads.
Zammad search and multi-instance layout
Zammad uses Elasticsearch for faster search, reporting and searching email attachment content. It is optional but strongly recommended, and without it search is very limited. Memcached is needed for multi-instance deployments such as containers or cluster nodes, while a single installation can use the file system cache. Size these services against your search expectations and node count before you pick a topology.
Install paths and support boundaries
Zammad documents package installation, Docker Compose and a Kubernetes Helm chart, and its Kubernetes support covers only the application, not Kubernetes-specific issues. Chatwoot documents a Linux VM install script, Docker, a Helm chart for larger high-availability setups, and cloud guides, and lists Ubuntu 20.04 as its only officially supported Linux distribution. Map each path to the platform team that will own it before choosing one.
Zammad vs Chatwoot feature by feature
This table compares the two platforms on license, channels, ticket model, automation, knowledge base, reporting, sign-in options and AI assistance. Where a capability is not covered by the vendor material we reviewed, the cell tells you what to confirm before you decide.
| Capability | Zammad | Chatwoot |
|---|---|---|
| License | AGPL-3.0 for the full product; no license fee for self-hosting | MIT Expat for the core, with the enterprise/ directory under its separate license |
| Channels | Email and ticket-centric channels; confirm the full channel list for your use case with Zammad | Website live chat widget, email, Facebook, Instagram, Twitter, WhatsApp, Telegram, Line and SMS in one inbox |
| Ticket model | Ticket-centric helpdesk built around tickets and their history | Conversation-first inbox organized around live customer conversations |
| Auto-assignment and automation | Confirm the available trigger and assignment options in the current admin documentation | Auto-assignment by agent availability, auto-responders, business hours and automation rules |
| Knowledge base | Confirm whether a native knowledge base is included in your edition | Help Center portal for articles, FAQs and guides |
| Reporting | Reporting features depend on search and Elasticsearch; confirm the report set you need | Conversation, agent, inbox, team and CSAT reports |
| SAML and OpenID Connect sign-in | Supported | Supported on the Enterprise tier; confirm the tier for your deployment |
| Microsoft, Google, GitHub and GitLab sign-in | Supported as third-party login providers | Confirm with Chatwoot which providers are available in your edition |
| AI assistance | Confirm current AI features with Zammad before planning | Captain AI agent for automated responses to common queries, listed in Premium Support and above |
| Self-hosted SSO tier | Included in self-hosted installation; paid support plans cover support, not the feature | SSO with SAML is listed on the Enterprise Edition at $99 per agent per month |
How identity integration and extensibility differ in practice
Corporate login is where the two products diverge most, and the tier you buy from Chatwoot decides the answer. Zammad's third-party login covers SAML, OpenID Connect, Microsoft, Google, GitHub and GitLab, among other providers, as documented in the Zammad third-party applications guide. Chatwoot's self-hosted Community Edition does not include SSO. SSO with SAML appears in the Enterprise Edition, which is priced per agent per month on Chatwoot's self-hosted plans page, so a team that needs SAML sign-in should budget for that tier before it compares any other feature. Confirm whether the Chatwoot Enterprise license covers SAML only or also includes other directory features your identity team expects.
Extensibility also differs in kind. Zammad offers an API for data import and other integrations, and its migration documentation says systems without a built-in migrator can be imported through that API or through custom development from Zammad. Chatwoot's README lists integrations with Slack, Dialogflow, Shopify, Google Translate and Linear, which are prebuilt connections rather than a general extension path. If your helpdesk must talk to an internal ticketing system or CRM that none of these covers, price the API work or custom development into the plan with each vendor, and ask who maintains that code after go-live.
Before you commit, confirm directory group mapping and user provisioning with each vendor, not only single sign-on. Ask whether group membership from your identity provider can set Zammad roles or Chatwoot team and role assignments automatically, whether users are created and removed through SCIM or only on first login, and how deprovisioning is handled when someone leaves. These behaviors are not settled by a login feature list, so test them in a staging instance with a pilot group of users and your own identity provider.
What the license and paid editions cover for each platform
Zammad is licensed under the GNU Affero General Public License version 3, and self-hosting it carries no license fee. The paid items come from Zammad GmbH, which sells self-hosted support subscriptions and hosted plans. Self-hosted support is priced per year, while hosted plans are priced per agent per month, so the two models do not produce comparable line items.
- Self-hosted license: AGPL-3.0 applies to the whole product, with no separate enterprise code tier listed in the supplied facts.
- Self-hosted support subscriptions: Business at 2,999 EUR per year, Enterprise at 5,999 EUR per year and Corporation at 9,999 EUR per year, per the Zammad pricing page.
- Hosted plans: from 7 EUR per agent per month, per the same pricing page, with channels and features varying by plan.
- Operational responsibility: the pricing page states that self-hosted customers handle updates, backups and availability, so those labor costs remain with you even when a support subscription is in place.
- Services: installation, migration and customization are quoted separately from the subscription, so ask what each tier includes.
Confirm with Zammad which subscription tier covers the modules, channels and response commitments you need, and whether support covers the Zammad application only on Kubernetes deployments.
Chatwoot's core is available under the MIT Expat license, but the enterprise/ directory is licensed under a separate license in enterprise/LICENSE, and third-party components keep their own licenses. The vendor sells three self-hosted tiers, so the feature set you need determines which tier applies. Community Edition is free, while the two paid tiers are priced per agent per month.
- Community Edition: listed at $0 and free forever on the self-hosted plans page.
- Premium Support: $19 per agent per month, adding Captain AI, voice calls, custom branding, agent capacity, roles and permissions and priority support.
- Enterprise Edition: $99 per agent per month, adding SSO with SAML and SLA policies.
- Recurring cost driver: per-agent pricing scales with headcount, so the total grows with every agent you add to the paid tiers.
- Third-party components: check the licenses of integrated services and any bundled libraries, since they are not covered by the MIT Expat license.
Before you copy, modify or redistribute enterprise/ code, read enterprise/LICENSE in the repository, and ask Chatwoot to confirm which features sit in that directory.
The two vendors price in different currencies and different units. Zammad's self-hosted support is quoted in euros per year, while Chatwoot's paid tiers are quoted in US dollars per agent per month. A fair comparison converts both to one currency and one period, and includes the labor you carry in both cases.
- Currency: Zammad lists euros and Chatwoot lists US dollars, so the exchange rate on your quote date changes the comparison.
- Unit mismatch: a yearly flat support fee and a monthly per-agent fee only compare once you fix an agent count.
- Illustrative example: if a team of 20 agents were on a paid Chatwoot tier, the monthly per-agent amount would be multiplied by 20 and by 12 to reach an annual figure, then converted to euros.
- Hidden costs: hosting, backups, upgrades, implementation and staff time are not in either price list.
- Quote request: ask each vendor for an annual total in one currency, with the agent count, tier and included features written out.
Build the comparison in a spreadsheet with the same agent count and period on both sides before you judge either price.
What drives the running cost of each platform
The running cost of both platforms is set mostly by infrastructure, staff time and, on paid tiers, per-agent or per-year fees, and the largest variable is conversation volume. Chatwoot's requirements page recommends at least 4 CPU cores and 4 GB of RAM for up to 10,000 conversations a day, and 8 cores and 8 GB for up to 20,000, plus at least 1 GB of swap, with Sidekiq able to use more than 1 GB on a very active server. Zammad's sizing depends more on agent count, attachment volume and search needs. Its documentation makes Elasticsearch optional but strongly recommended, because it drives faster search, reporting and attachment content search, and Memcached is needed for multi-instance deployments such as containers or cluster nodes. Ask your team to estimate peak daily conversations or tickets and attachment storage before you size either stack, and confirm the Elasticsearch and Memcached footprint with Zammad rather than assuming a single-node install.
Separate one-time setup from recurring costs. One-time costs include installation, configuration of channels and identity sign-in, migration from your current helpdesk, and any custom integration work. Recurring costs include the infrastructure bill, staff time for upgrades, backups, monitoring and security patches, and, for Chatwoot, the per-agent fees on Premium Support ($19 per agent per month) or Enterprise Edition ($99 per agent per month) as listed on its self-hosted plans page. Zammad's self-hosted support plans are priced per year at 2,999, 5,999 and 9,999 euros for the Business, Enterprise and Corporation tiers, and the pricing page states that self-hosted customers handle updates, backups and availability themselves. That means the staff line is often the largest recurring cost on Zammad, while Chatwoot's larger recurring fee sits in its paid per-agent tiers.
When you request a quote from any vendor or implementation partner, ask for the price per agent and the total for your actual agent count, the currency, and whether it is billed monthly or annually. Confirm which support tier covers version upgrades and security patch application, whether backups or high availability are included, and what response times apply. For Chatwoot, confirm whether SSO with SAML and SLA policies are in the tier you need, since the plans page places them in Enterprise Edition. For Zammad, confirm which of the Business, Enterprise or Corporation support plans fits your team and whether the Elasticsearch and Memcached components are in scope. Ask DeployOpen or any partner to write the staff hours for upgrades and restores into the scope, because those hours recur every release cycle.
Moving a support inbox from one platform to the other
This sequence turns a switch between Zammad and Chatwoot into a controlled cutover, so agents, customers and inbound channels move with a known rollback path. Expect to rebuild most configuration rather than copy it across.
Inventory agents, teams, groups and tags
The support lead and the platform owner export the current agent list, team or group structure, tags or labels, and role assignments from the source system. Each item is mapped to its equivalent in the target: Zammad groups and roles on one side, Chatwoot teams, inboxes and roles on the other. Some concepts will not map one to one, such as Zammad's ticket-centric groups against Chatwoot's conversation-first inboxes, so the team writes down each decision. The step closes when a signed-off mapping sheet lists every agent, team and label with its target name and access level.
Decide which history to carry across
The support lead, with compliance and legal input, decides which records move: open tickets or conversations, closed history, attachments, contact records and CSAT data. Zammad's documented migrators cover Freshdesk, Kayako, OTRS and Zendesk, so a move into Zammad from Chatwoot or another source usually needs the Zammad API or custom development from Zammad, and the cost of that work depends on the data volume and format. Ask for a written estimate that names the data sets in scope. The step closes when a retention decision is documented for each data set, including what stays read-only in the old system and for how long.
Rebuild channels, automations and canned responses
The platform engineer and a support manager recreate the operational configuration in the target system. This covers email addresses and mailboxes, website chat widgets or social channel connections, auto-assignment rules, business hours, auto-responders, macros or canned responses, and triggers. Chatwoot's conversation-first channels, including its website widget and social channels, do not carry over into Zammad by export, so each connection is set up and tested again. The step closes when a test checklist shows every channel receiving a test message and routing to the intended team.
Recreate reports and dashboards
The support manager rebuilds the reporting the team relies on for service levels, workload and satisfaction. Chatwoot's README lists conversation, agent, inbox, team and CSAT reports, while Zammad reporting depends on its own metrics and on Elasticsearch being in place for reporting features. Metric definitions are written down before rebuilding, so a number in the new system can be compared with the old one. The step closes when a side-by-side report for an agreed period shows matching volumes, or differences are explained in writing.
Run both systems in parallel
The support lead keeps the old system live while the new one receives a defined share of traffic or a defined set of inboxes. Agents work in both systems for an agreed period, and the team logs routing errors, missed messages and duplicate replies. Duplicate inbound messages are a known risk when two platforms receive the same mailbox or channel, so the team confirms which system owns each inbound path at each stage. The step closes when the error log has no open routing or delivery defects and the support lead signs off the parallel run.
Cut over DNS, mailboxes and widgets
The platform engineer changes the live routing: MX or forwarding records for support mailboxes, the DNS entry for the hosted Zammad or Chatwoot URL, and the website widget script on customer-facing pages. Changes are scheduled with a rollback plan that names who can reverse each change and how. Certificates, reverse proxy settings and the database and Redis services are checked against the target's prerequisites before the change. The step closes when test messages from each channel arrive in the new system and the old system stops receiving new inbound traffic.
Decommission and retain the old system
Once the cutover is stable, the platform owner removes the old inbound routes and disables scheduled jobs, widgets and integrations in the retired system. The old database and attachments are kept under the retention decision from the second step, with backups verified by a restore test. Access for former agents is removed and the change is recorded for audit purposes. The step closes when a written decommission record lists what was disabled, where the archive sits, and when the restore test succeeded.
Where a self-hosted rollout of each platform usually runs long
Rollouts slip most often at channel onboarding, not at installation. For Zammad, the email routing work is the long pole: inbound addresses, sender rules and the outbound notification path all need testing with real mail before agents depend on the queue. Search and reporting are the second risk. Zammad's documentation describes Elasticsearch as optional but strongly recommended for faster search, reporting and attachment content search, so plan for it as a sizing and operations task rather than an afterthought. Ask your implementation partner or the vendor to confirm how the search index is rebuilt after a restore, because teams often discover this only after a failed test.
On the Chatwoot side, channel onboarding is more approval-driven. Each social channel, such as Facebook, Instagram, WhatsApp or Telegram, depends on app registration and review by the platform owner, and the widget placement on your site needs a change window with your web team. Your schedule should assume those external steps can take longer than the technical setup. Before you pick a host, confirm the operating system support with Chatwoot. Its deployment requirements list Ubuntu 20.04 as the only officially supported Linux distribution, which may conflict with your standard build. Also check that your image can supply Ruby 3.2 or later and Node.js 20.x, since those versions often need pinning on a hardened base. Staff training and multi-instance design are the quieter sources of delay. Zammad agents work from a ticket queue, so supervisors must define states, groups and escalation rules before go-live. Chatwoot agents work from a conversation list with private notes and auto-assignment, so the same people need different habits and different metrics. If you run Zammad across several application nodes, plan Memcached as a shared cache, since Zammad's documentation says multi-instance deployments need it while single installations can use the file system cache. Scope, deliverables and timelines for this work should be agreed in writing before the engagement starts, with each item named and assigned.
Questions buyers ask before choosing Zammad or Chatwoot
Which is cheaper to run, Zammad or Chatwoot?
Neither platform charges a license fee for self-hosting, so the difference comes from support tiers, per-agent fees and infrastructure. Zammad's self-hosted support plans are Business at 2,999 euros per year, Enterprise at 5,999 euros and Corporation at 9,999 euros, per Zammad's pricing page. Chatwoot's Community Edition is $0, but Premium Support is $19 per agent per month and Enterprise is $99 per agent per month, per Chatwoot's self-hosted plans page. Chatwoot's cost grows with headcount, while Zammad's support fee is a fixed annual figure per tier. Infrastructure drives the rest: Zammad needs PostgreSQL 15 or newer and Redis 7 or newer, Elasticsearch is strongly recommended, and multi-instance setups need Memcached. Chatwoot recommends 4 cores and 4 GB of RAM for up to 10,000 conversations a day and 8 cores and 8 GB for up to 20,000. Ask for a quote that itemizes hosting, backups, support tier and staff time separately.
How long does a self-hosted Zammad or Chatwoot deployment take?
The supplied research does not give a duration for either platform, so any timeline should come from a written scope rather than a general estimate. The time depends on the install path, the stack you already run and the channels you need. Zammad documents package installation, Docker Compose and a Kubernetes Helm chart. Chatwoot documents a Linux VM installation script, Docker, a Helm chart for larger high-availability deployments and guides for several cloud providers. Either way, you need PostgreSQL, Redis and a reverse proxy, and Zammad also needs a search service if you want useful search. Each Chatwoot channel, such as email, Facebook, Instagram, WhatsApp or SMS, depends on accounts and approvals from the channel provider, which often sets the pace. Ask for a fixed-scope proposal that states the install path, channels in scope, data migration, testing and handover, with dates agreed before work starts.
Can an internal team install and operate it alone?
A team with Linux, PostgreSQL and Redis experience can install either platform, but running it well needs more than installation skills. Chatwoot lists Ubuntu 20.04 as its only officially supported Linux distribution, requires Ruby 3.2 or later, recommends Node.js 20.x and supports PostgreSQL only. Zammad requires PostgreSQL 15 or newer and Redis 7 or newer, and it supports Nginx or Apache as the reverse proxy. On Kubernetes, Zammad support covers only the Zammad application, so your platform team still owns the cluster. Zammad's pricing page states that self-hosted customers handle updates, backups and availability, so the operating model is explicit from the start. Decide who owns patching, backups, search maintenance and on-call before you choose, and confirm the support boundaries in writing. DeployOpen can plan, implement, harden, back up, upgrade and support self-hosted platforms inside your own infrastructure under a fixed scope, or on a retainer.
Which license terms affect redistribution, Zammad's AGPL or Chatwoot's MIT?
Zammad is licensed under AGPL-3.0. Chatwoot's code is under the MIT Expat license, except the enterprise/ directory, which has its own license, and third-party components keep their own licenses. For internal use, both let you run the software without a license fee. The difference appears when you modify the code or offer it to outside users. Under AGPL-3.0, users who interact with a modified Zammad over a network may be entitled to the source of your changes, so teams that embed, host for customers or resell it need to review that obligation. Under MIT, you can keep modifications private and redistribute the core in proprietary products, provided you keep the copyright and license notice. Code in enterprise/ and bundled components follow their own terms, so list what you ship. This is a summary, not legal advice, so have counsel confirm the position before you modify or distribute either platform.
Can we switch to Zammad or Chatwoot and keep ticket history?
Zammad includes migrators for Freshdesk, Kayako, OTRS and Zendesk, and other systems can be imported through the Zammad API or through custom development. For Chatwoot, confirm the import path with the vendor before you commit, because the import route will decide how much history survives. Chatwoot is conversation-first, so ticket history from a ticket-centric system maps onto conversations, contacts and labels unevenly. Whatever you choose, run a test migration on a copy and compare ticket counts, timestamps, attachments, agent assignments and the status of closed and merged items. Ask the implementer to state in the quote which objects move, which are archived as read-only and which are dropped. Keep the source system available for read-only lookups through the cutover period so agents can check older records while the new system settles.
When is a paid support tier worth it?
A paid tier is worth it when an outage or unresolved defect costs more than the fee, or when you need a feature that a tier gates. Zammad's self-hosted software carries no license fee, and its support plans are the paid layer. Chatwoot's Premium Support at $19 per agent per month adds Captain AI, voice calls, custom branding, roles and permissions and priority support. Its Enterprise Edition at $99 per agent per month adds SSO with SAML and SLA policies. If SAML SSO and a contractual service level are requirements, Chatwoot's comparison points to Enterprise. Zammad's admin documentation lists SAML and OpenID Connect among third-party login options, so confirm with Zammad which tier, if any, your identity setup needs. For either product, ask the vendor in writing what each tier includes, the response commitments and whether an SLA applies, then compare the annual or per-agent cost with the cost of an hour of helpdesk downtime.
How DeployOpen helps teams choose, implement and migrate
DeployOpen helps support teams decide between Zammad and Chatwoot against their own channels, agent model and infrastructure, then plans, implements and documents the chosen platform inside the client's environment. Engagements are fixed-scope, with scope and deliverables agreed in writing before work starts.
How we scope
- Map which channels, such as email, web chat or social inboxes, must land in one queue
- Confirm agent counts, shift patterns and whether conversations or tickets drive the workflow
- Document identity requirements, including SAML or OpenID Connect sign-in and who manages accounts
- Agree in writing which licensing tier, support plan and Elasticsearch or Redis footprint is in scope
How we build
- Size PostgreSQL, Redis and application hosts for the expected conversation volume and growth
- Configure channels, SSO, roles, business hours, automation and reporting for the chosen platform
- Test email routing, attachment search and realtime updates against the agreed acceptance criteria
- Harden the reverse proxy, secrets handling and backup routines to the client's own security baseline
How we hand over
- Deliver runbooks for install method, upgrades, backups, restores and monitoring of the stack
- Provide configuration records and an agent guide that match the agreed channel and workflow design
- Document a migration plan from any existing helpdesk, including mapping of tickets, contacts and history
- Train administrators and leads on daily operation, so the client can run the platform independently
How we support
- Offer ongoing support, upgrades and continuous testing as a retainer after handover
- Schedule security patch review against the vendor release cadence the client has chosen to follow
- Review the platform periodically against the license terms and paid tier the client actually uses
- Agree response expectations and escalation paths in the retainer scope before go-live

