How do I switch from one AI calling vendor to another?
Switch in stages: export your data, rebuild the script and knowledge in the new tool, run a parallel pilot on a slice of calls, then move volume across and keep the old account briefly as a fallback. Check who owns your phone number first, because it is the part that can trap you.
Before you start
Switching is easier if you can see your assets clearly. List what lives with the old vendor: scripts, knowledge documents, voice settings, integrations, phone numbers, campaign lists, recordings and transcripts. Anything you cannot export will have to be rebuilt.
A staged migration
- 01Export recordings, transcripts, lead data and any unused balance details from the old vendor.
- 02Check who holds your phone number and whether it can be ported or forwarded.
- 03Rebuild the script and knowledge base in the new tool, improving it with lessons from old transcripts.
- 04Reconnect lead sources, CRM, calendar and webhooks.
- 05Pilot on 10 to 20 per cent of calls for two weeks and compare results.
- 06Move the rest in steps, keeping the old setup live as a fallback.
- 07Close the old account only after the final export and a clear balance position.
Things that commonly catch people out
| Issue | How to avoid it |
|---|---|
| Phone number tied to the old vendor | Ask early about porting or forwarding |
| Unused prepaid balance | Check refund terms before topping up again |
| Different integration formats | Map fields before switching |
| Script behaves differently on new voices | Test and tune before volume |
| Contract notice periods | Read the terms and diarise dates |
| Calling-rule setup | Re-check DLT, DND and calling hours in the new tool |
Use the old calls as an asset
Transcripts of real calls are the best training material you have. They show which questions callers ask, where the agent stumbled and which objections come up. Feed those into the new script and knowledge base instead of starting from a blank page.
Moving to Outpero
Outpero is self-serve with no setup fee, no lock-in and 50 free credits, so a parallel pilot costs little. You can connect lead sources, calendar, spreadsheet, WhatsApp and webhooks yourself, and get a dedicated +91 number for ₹649/month. Calls cost ₹5 or ₹6.8 per connected minute, excluding 18% GST. For high volumes, custom rates and setup help are available.
Outpero publishes this page, so run the pilot honestly against your current vendor and keep the one that performs better.
Want to hear an AI voice agent handle this on a real call?
Follow-up questions
Can I keep my existing phone number?
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Sometimes. It depends on who holds the number and whether it can be ported or forwarded. Ask your current vendor first, and ask the new one what it needs. Where porting is not possible, forwarding or a new number may work, with customers told about the change.