Ivy & Ocelot Product Trainings
Prepare for Your Transition to Ivy & Ocelot from Gravyty (IO)
As part of your transition to the new Ivy & Ocelot platform we’ve created training sessions to help you prepare for migration. Because the experience differs if you used the legacy Ivy or legacy Ocelot platform, each session is tailored to the platform you use today.
Which session should I attend?
- If your organization currently uses Ocelot, register for Bot Training 1 and Bot Training 2. Both sessions are required prior to migration.
- If your organization currently uses Ivy, register for From Ivy to Ivy & Ocelot from Gravyty: What’s Changing.
- If your organization will be using Live Chat and SMS in Ivy & Ocelot feel free to register for these sessions.
Review the session details below and register for the training(s) that apply to your organization.
Bot Training 1
(For legacy Ocelot customers)
Learn about your new Admin Portal including Organization view, Global Content Manager, and individual department virtual assistants. This session covers how to manage your content for both generative and retrieval AI, including one of the more foundational changes from Ocelot – the new Flow Builder for custom questions.
Required for all legacy Ocelot customers prior to going live with IO.
Tuesday, June 23, 2026 @ 3:00 pm ET/12:00 pm PT
Bot Training 2
(For legacy Ocelot customers)
Build on the concepts introduced in Bot Training 1 with a deeper look at testing, administration, how to improve your virtual assistant, and go-live readiness. This session will help ensure you’re fully prepared for your transition.
Required for all legacy Ocelot customers prior to going live with IO.
Thursday, June 25, 2026 @ 3:00 pm ET/12:00 pm PT
From Ivy to Ivy & Ocelot from Gravyty: What’s Changing
(For legacy Ivy customers)
Designed specifically for Ivy customers, this session highlights what’s new in Ivy & Ocelot from Gravyty, what will remain familiar, and what you can expect throughout the migration process.
Highly recommended for all legacy Ivy administrators and platform managers preparing for migration.
Wednesday, June 24, 2026 @ 3:00 pm ET/12:00 pm PT
IO Q&A Session
(For customers who have completed Bot Training 1 and 2, attended From Ivy to Ivy & Ocelot by Gravyty: What’s Changing, or are already live in the Ivy & Ocelot platform.)
As you prepare for migration, or begin working in the new platform, questions are bound to come up. These open Q&A sessions provide a dedicated space to get answers, learn from peers, and connect directly with the Gravyty team.
Bring your questions, share ideas, hear how others are navigating their transition, and get guidance on topics ranging from migration preparation to day-to-day platform management.
Please register for this session only if you have completed the required training for your platform, are actively preparing for migration, or are already live in Ivy & Ocelot.
Wednesday, July 1, 2026 @ 3:00 pm ET/12:00 pm PT
Live Chat in Ivy & Ocelot
Discover how Live Chat works within Ivy & Ocelot from both the agent and end-user experience. We’ll cover agent tools, configuration and customization options, analytics, and best practices to help your team deliver effective, responsive support.
SMS in Ivy & Ocelot
Learn how to manage contacts and create effective SMS campaigns within Ivy & Ocelot. This session covers importing and managing contacts, building inbound and outbound campaigns, capturing and reviewing campaign data, and monitoring SMS conversations to better engage your audience.