Conversation history should follow the member when they upgrade to another plan

Feature Requests
1

We sell tiered plans, each with its own agent, linked through access-group upgrade paths. When a member upgrades from a lower plan to a higher one, their previous conversations stay with the old agent and don’t appear in the new plan’s portal. For the member it’s the same account, so they expect their history to follow them. Last week a member wrote to us thinking his history had been lost.

Any of these would solve it:

  1. An option on the upgrade path: when a member upgrades, their conversations from the lower plan’s agents appear (or are copied) in the new plan’s agent.
  2. A “Copy / move conversation to another agent” action in Activity, or an API endpoint for it.
  3. In the portal, a read-only “Previous conversations” section listing the member’s conversations from every agent they have used.

User memory already follows the member across agents, which helps. Conversation history is the missing piece.

2

Hi @lucix,

Thanks for sending this request in. These are really interesting features that we will take under consideration! I sent you an email about this - for now, this would be a good candidate for a custom implementation. Please let us know if you are interested!