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Chapter 14: Migration Guide

Migrate from cloud services to self-hosted General Bots with complete data sovereignty.

Why Migrate?

Cloud Services General Bots
Data on vendor servers Data on YOUR servers
$40-60/user/month ~$7/user/month
Vendor-controlled AI Transparent, traceable logic
Black box processing Extensible via BASIC
Subscription forever One-time deployment

Core Principles

Component Architecture

Install only what you need:

./botserver package install mail      # Email
./botserver package install drive     # Storage
./botserver package install directory # Users
./botserver package install meet      # Video

Standard Protocols

  • Storage: S3 API (MinIO)
  • Email: SMTP/IMAP/JMAP
  • Auth: OIDC/SAML/LDAP
  • Video: WebRTC

Knowledge Base Integration

USE KB "company_docs"
USE WEBSITE "https://sharepoint.company.com/docs"
' Documents now searchable via natural language

Migration Timeline

Phase Duration Activities
Assessment Week 1-2 Inventory services, identify dependencies
Infrastructure Week 2-3 Deploy BotServer, configure auth/storage
Data Migration Week 3-6 Users, email, files, documents
Process Migration Week 6-8 Convert workflows to .gbdialog
Validation Week 8-10 Testing, training, documentation
Cutover Week 10-12 User migration, decommission old

Migration Paths

Source Guide
Microsoft 365 M365 Migration
Google Workspace Google Migration
Dialogflow Dialogflow Migration
Botpress Botpress Migration
n8n / Zapier / Make Automation Migration
Notion Notion Migration

Prerequisites Checklist

  • Executive sponsorship
  • Infrastructure provisioned
  • Backup strategy defined
  • Rollback plan documented
  • User communication ready

Success Metrics

  • Performance: Response times, availability
  • Adoption: User login frequency
  • Cost: TCO reduction (target: 80%+)
  • Security: Compliance achievement

See Also