In this guide
How do I move from SimpleTalk to Assistable?
Start with one workflow you need to keep running. Bring its agent instructions, CRM and calendar details, number information and any open customer work. Assistable maps the setup, rebuilds the agreed workflow and tests the complete result with you. Move calls after those checks pass, with a working fallback ready.
Key points
- Choose the first workflow and the result it must produce.
- Gather available instructions and account access; list anything missing.
- Test the call and its CRM, booking or handoff result before switching.
Start with one important workflow
Choose the workflow with the clearest business need, such as answering a published number, calling new leads or booking appointments. Write down what starts it, what the agent needs to know and what should happen afterward.
Assistable's 1:1 replacement covers your agreed calling, CRM, booking and handoff workflows. We confirm the available accounts, number control and connections needed to preserve that behavior.
Bring what you have
Use this checklist to prepare. Missing items should become questions for the review, not a reason to wait before asking for help. Keep credentials outside the brief and share them only through the agreed access process.
| Input | Include | Why it matters |
|---|---|---|
| Workflow brief | Trigger, qualification rules, action and success condition | Defines the replacement scope |
| Agent materials | Prompts, knowledge, greeting, transfer rules and sample outcomes | Preserves the intended customer experience |
| System inventory | CRM locations, calendars, integration owners and permissions | Identifies connection work |
| Number inventory | Numbers, carrier, account holder and current routing | Determines the viable calling path |
| Commercial baseline | Recent invoice, minutes and configuration | Supports the comparable per-minute offer |
| Open work | Pending callbacks, appointments and active campaign state | Prevents lost or duplicated follow-up |
The five steps of the move
Timing follows the work involved. Number access, missing source settings and custom connections can affect the plan. Each step below has a clear result you can review.
1. Agree on what moves first
Choose the workflow, needed accounts and person who will review the result. List anything left for a later stage.
2. Rebuild and connect
Set up the instructions, knowledge, calendar, CRM actions and call routing. Keep a record of the settings used.
3. Test the whole journey
Run realistic calls and inspect the real results. Include missing information, unavailable appointments and failed transfers.
4. Switch a small set of calls
Move a selected number or audience, stop overlapping triggers and watch the first results. Keep the fallback ready.
5. Move the rest and finish open work
Expand after approval. Check pending callbacks and bookings, then retire old triggers that are no longer needed.
Know when the workflow is ready
A booking test passes when the correct appointment exists for the correct customer in the correct calendar. A transfer test passes when the call reaches the intended person and the unanswered-call fallback also works.
Review how the agent sounds and what staff see afterward. Save the approved instructions and test results so your team has a reference for later changes.
- The agent follows your instructions and knows when to involve a person.
- The CRM or calendar receives the right result once.
- Your team can find call results and handle unfinished requests.
- The old and new systems cannot call the same audience at the same time.
- The fallback answers and its owner knows how to help.
Leave the review with a clear plan
The plan should name the first workflow, required access, remaining questions, tests and next step. Your proposal also confirms the migration work and the comparable per-minute offer.
Bring a recent usage invoice if you want to compare costs at the same time. You can also use the pricing guide to separate the calling rate from the full monthly bill.
Common questions
How long does a SimpleTalk migration take?
The schedule depends on your workflows, available access, number control and custom connections. The review identifies those dependencies before setting a launch date.
What does 1:1 replacement mean?
It means preserving your agreed business workflow: calling, CRM updates, booking and handoffs. Provider-specific voices, source settings and API requests may need changes to produce that result.
Can I move just one workflow first?
Yes. Start with a number, audience or workflow you can test and review clearly, then expand after the results are accepted.
Sources & review notes
Reviewed October 5, 2026. This guide is published by Assistable.ai. Confirm account-specific access, pricing and service information directly with the relevant provider.
- SimpleTalk technical overview
SimpleTalk documentation for the existing workflow. The checklist is Assistable's recommended migration process.
- Assistable deployment pricing