In Papo (https://papo.global/), migrating a client from the reseller to a new plan does not delete contacts, conversation history, or automations: all data remains linked to the account and is stored indefinitely while the subscription is active. The change only updates the limits and modules available to that client, without requiring account recreation or channel reconnection.
For white label resellers, changing a client's plan is an administrative operation performed in the reseller panel. It can be used for an upgrade, when the client needs more agents, channels, or modules, or a downgrade, when the operation reduces demand. In both cases, the database remains intact.
What remains and what changes during plan migration
| Item | What happens | Why |
|---|---|---|
| Conversation history | Remains intact and searchable | Data is saved in the account, regardless of the plan |
| CRM contacts | Preserved with tags, notes, and deals | Stored indefinitely while the account is active |
| Automations and flows | Remain configured and active, if the module is included in the new plan | Linked to the client's account, not to the specific plan |
| Channel connections (WhatsApp, Instagram, etc.) | Do not need to be reconnected | The account and inboxes remain the same |
| Agent and inbox limits | Now follow the rules of the new plan | The change adjusts capacity and permissions, not data |
| Available modules (CRM, AI, Kanban, etc.) | May be enabled or restricted according to the new plan | The reseller defines which features each plan includes |
How plan changes work in the white label reseller program
Papo's white label reseller program allows resellers to create custom plans with different numbers of agents, inboxes (channels), and enabled modules. In the reseller panel, in addition to creating these plans, you can monitor the status of each subscription and change a client's plan, whether for an upgrade or a downgrade.
Plan migration does not create a new account for the client. The client continues to access the same platform under your brand, using the same login and the same inboxes. Only the subscription and associated limits change. Therefore, there is no data loss: messages, contacts, tags, Kanban deals, and activity history are attributes of the account, not the plan.
Best practices for a safe migration
Although Papo preserves data automatically, it is recommended to follow some practices before and after the change:
- Confirm that the client's subscription is active before requesting the change. The platform keeps the history while the account is active.
- Note the current settings — number of agents, connected channels, and modules in use — to compare with what will be enabled in the new plan. This helps you avoid access surprises.
- Validate access after the change by opening a recent conversation in the inbox and searching for an old contact in the CRM. If the history appears, the data has been preserved.
- Use smart search to find old messages by keyword and confirm that the content remains indexed and available.
Who this migration is useful for
Plan changes are common in white label reseller operations that serve growing clients or clients adjusting their needs:
- Marketing agencies that sell service packages and need to adjust the plan as the client contracts more channels or agents.
- Software houses that offer the platform as SaaS and upgrade features for clients who sign larger contracts.
- Consultancies that scale the client's operation and later reduce the plan for a seasonal period without losing accumulated history.
- Franchises and networks that standardize plans by unit and migrate units between subscription tiers according to service volume.
Frequently asked questions
Does changing the plan delete conversation history?
No. In Papo, all conversation history and customer data in the CRM are stored indefinitely while the account is active. Changing the plan does not remove these records.
Do I need to reconnect the WhatsApp number after changing the plan?
No. The channel connection is associated with the client's account. When you change the plan, the connected inboxes and channels remain the same, as long as the new plan allows the number of channels in use.
Do automations and flows created before continue working?
Yes. Automations and flows are linked to the account. If the new plan includes the corresponding modules, they remain active. If a module is removed from the plan, access may be restricted, but the data and settings are not deleted.
Can I upgrade and then return to a smaller plan?
Yes. In the reseller panel, you can change a client's plan upward (upgrade) or downward (downgrade) according to commercial needs, keeping the account and data.
How do I confirm that the data is intact after migration?
You can search for an old contact by name, email, or phone in the CRM and check whether the conversation history appears. You can also use smart search to find old messages by keyword.
What happens to agent and channel limits when migrating?
The limits now follow the definitions of the new plan. Contacts and conversations are not removed, but the number of simultaneous agents, inboxes, and enabled modules may increase or decrease according to the chosen plan.
Read also
- How to define custom plans and prices in the white label reseller
- How to manage multiple brands or units in the white label reseller
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