Upgrade and Migration Issues
Use a controlled sequence when upgrading HelpGent, activating Pro, or migrating stored media. This keeps the site’s forms and existing responses easier to verify. Before you upgrade Back…
Use a controlled sequence when upgrading HelpGent, activating Pro, or migrating stored media. This keeps the site’s forms and existing responses easier to verify.
Before you upgrade
- Back up the WordPress site and database.
- Record the current HelpGent and HelpGent Pro versions.
- Note the active license, AI connection, storage destination, and important form URLs.
- Schedule the upgrade when you can test a public form and a response attachment.
Upgrade HelpGent and Pro
- Update the core HelpGent plugin first when an update is available.
- Update and activate HelpGent Pro.
- Open Global Settings → License Key and confirm the license status.
- Open a test form and submit a response.
- Open the response and test its message, attachment, and reply controls.
Continue a media migration
If the migration reports remaining files, return to Global Settings → Integration → Cloud Storage. Review the status, use Retry for remaining items, and select Finish after the destination has been checked.
Verify the result
- Existing forms still publish and accept responses.
- Existing recordings and attachments still open.
- Pro and AI controls match the active license.
- The public form and visitor dashboard still use the intended pages.