How-to · Migrate from Tidio

How to migrate from Tidio to Clearly Agent.

Nine steps, ~1-2 hours total, zero downtime on customer chat. The agent name and avatar stay the same from your customers’ perspective; what changes is the engine behind it — and the bill.

Free tier means no commitment — you can try the swap before canceling your Tidio plan.

Step-by-step

1. 01

   Export your Tidio data

   ~10 minutes

   In Tidio dashboard → Settings → Data Management. Export: (1) conversation history (CSV), (2) Lyro AI knowledge base / Q&A entries, (3) automated reply templates, (4) contact lists. Keep the exports — useful for reference even though you won't import all of it directly.

2. 02

   Install Clearly Agent from the Shopify App Store

   ~5 minutes

   Open the Shopify App Store listing, click "Add app", approve Shopify permissions. Clearly Agent installs in ~2 minutes. The widget is NOT yet visible to customers — you'll enable it in Step 6.

3. 03

   Configure Clearly Agent to match your Tidio setup

   ~10 minutes

   Open the Clearly admin (embedded in Shopify Admin). In Settings: name your agent (use the same name as Tidio if customers know it). Pick tone — Friendly/Professional/Casual/Witty. Upload your avatar image. Set accent color to match your brand. Write your first-message greeting.

4. 04

   Migrate your knowledge base

   ~30-60 minutes (depends on KB size)

   Open the Tidio Lyro knowledge base export. For each Q&A: paste into Clearly's Knowledge tab. You can paste raw text — Clearly's agent understands narrative context, not strict Q&A pairs. Tip: paste your top 20 most-asked questions first. Add policies (returns, shipping, sizing) as separate knowledge entries.

5. 05

   Configure brand voice + escalation rules

   ~10 minutes

   In Settings → Voice: paste any Tidio "tone instructions" you had as Clearly's brand voice field. In Settings → Handoff: set escalation triggers (e.g., "if customer says 'refund' or 'cancel order', escalate to human"). Configure your business hours so the agent knows when to say "a human can join now" vs "we'll reply tomorrow".

6. 06

   Test before going live

   ~15 minutes

   In Settings → Preview, the Clearly widget appears on a sandbox storefront view. Ask it the questions your customers usually ask. Test product lookup, order tracking (use a real order ID), live takeover. Fix anything off in the knowledge base.

7. 07

   Disable Tidio on your storefront

   ~2 minutes

   In your Shopify theme: open Online Store → Themes → Customize → App embeds. Toggle Tidio Live Chat OFF. The Tidio widget disappears immediately. Don't uninstall Tidio yet — keep it installed for ~7 days so you can reference conversation history if needed.

8. 08

   Enable Clearly Agent widget

   ~2 minutes

   In the same App embeds section: toggle Clearly Agent ON. The Clearly widget appears immediately. Refresh your storefront in a private window to verify.

9. 09

   Monitor for 7 days, then uninstall Tidio

   ~ongoing for 1 week

   Watch the Clearly merchant inbox for the first week. Tune knowledge base entries based on actual customer questions. Once you're confident Clearly is handling everything Tidio did (typically 5-7 days), uninstall Tidio from your Shopify admin. Cancel the Tidio subscription.

Why merchants are switching

• Branding restrictions on Tidio’s free plan. Tidio shows their badge in the chat widget. Clearly is white-labeled on every tier including free.
• Pricing predictability. Tidio Lyro starts at $39/mo with per-resolution charges after the included quota. Clearly is $0 free or $299/mo flat to 5,000 conversations.
• Catalog awareness. Tidio Lyro answers from uploaded content. Clearly reads your live Shopify catalog (products, variants, inventory, prices) automatically.
• Live takeover. Tidio handoff often means email; Clearly is real-time in the same widget with push notifications.
• Customization depth. Tidio’s personality options are 3 fixed presets. Clearly is free-form brand voice — anything you can write as instructions.

FAQ

Will there be downtime during migration?

No. You install Clearly while Tidio is still running. You disable Tidio and enable Clearly in the same admin session — the swap takes ~30 seconds. Customers won't see a gap.

What happens to my Tidio conversation history?

Stays in Tidio until you uninstall. The CSV export from Step 1 preserves a copy. Clearly Agent starts fresh — past conversations aren't imported (different data model). For ongoing customer threads, the agent has no memory of prior Tidio conversations.

Can I migrate Lyro's AI training data?

Not directly. Lyro and Clearly use different knowledge models — Clearly's agent ingests narrative knowledge (paragraphs, policies, product context), not strict Q&A pairs. Best practice: paste your top 30 Lyro Q&As as raw text into Clearly's knowledge base; the agent understands them in context.

How long does the full migration take?

Most stores: 1-2 hours total. The longest single step is migrating the knowledge base — depends on how detailed yours is. Stores with simple setups can finish in 45 minutes.

What if I want to roll back?

Keep Tidio installed during the trial week. To roll back: disable Clearly in App embeds, re-enable Tidio. Total time: 30 seconds. Clearly's free tier means no cost if you decide it's not the right fit.

Will Clearly understand my brand voice as well as my customized Lyro?

Usually better — Clearly's "Brand voice" is free-form text instructions, not a fixed-personality dropdown. Paste your Lyro tone notes verbatim and add specifics ("use lowercase only", "never use exclamation marks", "always offer free shipping when asked"). Agent applies them consistently.

What about Tidio integrations (Klaviyo, Mailchimp, etc.)?

Clearly Agent integrates with Klaviyo (email capture flow on the roadmap; today via Shopify customer creation which then syncs to your existing Klaviyo flow). Other integrations: check Settings → Integrations for current options or email [email protected].