Migrating From YCC Bot Maker to YCC Yahoo! Bot Maker: Practical Checklist
1. Inventory existing bots
- List all bots, versions, last-edit dates, and primary functions.
- Note integrations, external APIs, and authentication methods used.
2. Export bot assets
- Export bot source, conversational flows, script files, attachments (images, audio), and training data.
- Export configuration files (webhooks, endpoints, environment variables) and channel settings.
3. Map feature differences
- Identify features deprecated, renamed, or added in YCC Yahoo! Bot Maker.
- Create a mapping table: old feature → new equivalent or workaround.
4. Update authentication & credentials
- Rotate API keys and create new credentials in YCC Yahoo! Bot Maker if required.
- Update OAuth/client IDs, callback URLs, and any token scopes.
5. Adapt integrations & webhooks
- Update webhook endpoints, headers, and payload formats to match the new platform.
- Test third-party integrations (CRMs, analytics, payment gateways) in a sandbox.
6. Convert conversational logic
- Migrate intents, entities, slots, and dialogue trees to the new schema.
- Reformat any platform-specific scripting or templating to the new syntax.
7. Migrate training & NLP models
- Export/import training datasets; retrain models in YCC Yahoo! Bot Maker if required.
- Validate intent classification and entity extraction with test utterances.
8. Reconfigure channels & deployments
- Re-link messaging channels (webchat, SMS, social platforms) and verify settings.
- Set environment-specific configurations (dev/staging/production).
9. Run automated and manual tests
- Create test cases covering happy paths, edge cases, and error handling.
- Use automated test suites where available and perform manual conversational walkthroughs.
10. Performance & security checks
- Load-test critical flows and check latency.
- Ensure data encryption, proper permissions, and compliance with any retention policies.
11. Update monitoring & analytics
- Reconfigure logging, alerting, and analytics dashboards to the new platform’s endpoints.
- Verify event names and metrics mapping.
12. Plan rollback & cutover
- Schedule a maintenance window.
- Prepare rollback steps using exported assets and backups in case of failure.
13. Train team & update docs
- Document new workflows, admin procedures, and troubleshooting steps.
- Provide short training sessions for developers, admins, and support staff.
14. Post-migration validation
- Monitor user interactions and KPI metrics closely for the first 72 hours.
- Collect feedback and fix regressions rapidly.
Quick checklist (action items)
- Inventory bots ✔
- Export assets ✔
- Map features ✔
- Rotate/update credentials ✔
- Update integrations/webhooks ✔
- Convert scripts & logic ✔
- Retrain/validate NLP ✔
- Reconfigure channels ✔
- Test (auto + manual) ✔
- Security & performance checks ✔
- Update monitoring ✔
- Schedule cutover & rollback plan ✔
- Train team & update docs ✔
- 72‑hour post-migration monitoring ✔
If you want, I can convert this into a step-by-step schedule for a single bot migration (with estimated times) or generate a feature-mapping template for the two platforms.
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