Migrate from Treble.ai

Migrate from Treble.ai to ChatSales

Moving from Treble.ai to ChatSales takes a few steps: you export your contacts, import them with their tags, recreate your sales stages and connect your WhatsApp number through the official API or coexistence. You do it yourself, free, with our step-by-step guide and tutorials.

Treble, Leadsales, Kommo, Wati, respond.io, ManyChat, Callbell, Whaticket, SleekFlow, Botmaker, Mercately, Cliengo

Sales team celebrating around a laptop
Migrate from Treble.ai

Export your contacts from Treble.ai

  1. Search “export contacts” in Treble.ai's help center or ask their support for the export.

We couldn't confirm the exact steps in their public documentation. Chat history export isn't documented publicly: save important conversations before cancelling.

Free up your WhatsApp number

  1. On your phone, open WhatsApp settings.
  2. Go to “Linked devices”.
  3. Disconnect “Trebot”.
  4. WhatsApp will prompt you to reconnect; choose to continue on computer or phone.

We couldn't confirm the exact source article; treat this as an approximate reference. General rule: official API numbers move to a new provider through Meta's phone-number migration between providers, or by deleting or disconnecting the number; QR/WhatsApp Web tools only need you to log out. Approved templates belong to your WhatsApp Business Account (WABA): if Treble.ai owns the WABA, you may need to recreate them. Based on the public documentation of Treble.ai and Meta, reviewed on September 29, 2026; menus may change.

Cancel Treble.ai without losing data

  1. Before cancelling, export your contacts, chats and pipeline with the steps above.
  2. Ask Treble.ai's support to cancel your subscription.

We couldn't find cancellation steps or a data-retention period in their public documentation.

Import everything into ChatSales

  1. Create your ChatSales account.
  2. Import your contacts from the CSV or Excel file, keeping your tags as labels.
  3. Recreate your sales pipeline stages.
  4. Connect your WhatsApp number via the official API or coexistence.
  5. Turn on the AI assistant and give it your business information.

Migration is self-serve, with free step-by-step guides.

Sources (Treble.ai's public documentation, checked September 29, 2026)

Then: bring everything into ChatSales, step by step

Guides with ChatSales' real screens to finish your switch yourself.