The next generation of the ID Privacy AI Platform — V2 — is rolling out to customers in scheduled phases. The Customer Success team manages each migration end to end, so there is nothing to prepare before your organization is contacted.

This guide covers what the process looks like, what changes for the people using the platform every day, and where to get help.

The migration timeline

Migrations run in five stages:

Migration scheduled. The Customer Success team notifies you when your migration is approaching.
V2 invitation. You receive an email invitation to activate your V2 account.
Account activation. Accept the invitation and sign in to V2.
Guided transition. The Customer Success team schedules training, answers questions, and supports your team throughout the migration.
Migration complete. Once all of your products have been migrated, V2 becomes your primary platform.

Your login will change

As part of the migration you will receive an invitation to activate a V2 account. For the smoothest transition, we recommend:

using the same email address you use for the V1.5 platform; and
setting the same password, so switching between platforms stays simple while both are in use.

Why you may need both platforms for a while

Products migrate in phases rather than all at once. A dealership running both a Service Agent and a Sales Agent may see the Service Agent move to V2 first, with the Sales Agent following later in the schedule.

During that window you may be working in both V1.5 and V2. V2 includes a Bridge link that takes you straight to the V1.5 platform whenever you need it. Once every product has been migrated, V2 becomes your primary platform and the Bridge is no longer part of your day.

What to expect

Your AI agents continue operating throughout the migration, with little to no interruption.
No action is required from your team until your V2 invitation arrives.
Products are migrated in phases, based on your organization's deployment schedule.
Each migration is validated by our team before your V2 environment is activated.

Training and support

The Customer Success team works directly with your team through the transition. Available throughout the migration:

personalized training sessions;
Journey Toolkits inside the platform;
product documentation and quick reference guides; and
ongoing support from your Customer Success and Sales teams.

Frequently asked questions

Do I need to do anything before my migration?

No. The Customer Success team coordinates your migration and will let you know when it is time to activate your V2 account.

Will my AI agents keep working during the migration?

Yes. Your agents continue operating through the migration process with little to no interruption.

Why am I using both V1.5 and V2?

Because products migrate in phases, some of your AI agents may move to V2 before others. Use the Bridge link in V2 to switch between the platforms during that period.

How will I know when my migration is complete?

The Customer Success team will notify you once all of your products have been migrated and your transition to V2 is finished.

Who do I contact with questions?

The Customer Success team is your primary point of contact for the whole migration.

Welcome to V2

The new ID Privacy AI Platform is built for a more intuitive day-to-day experience and to support the next generation of AI-powered customer engagement. Thank you for being a valued customer — we are glad to have you with us as the platform continues to grow.

Questions about your migration schedule? Your Customer Success contact can walk you through it, or get in touch with our team.

Migrating to the ID Privacy AI Platform (V2)