ISMS Copilot
Getting started

Migrating from ISMS Copilot v1 to v2.0

Migrating from ISMS Copilot v1 to v2.0

If you were a paid customer on ISMS Copilot v1 (app.ismscopilot.com), this guide will help you transition to ISMS Copilot 2.0 and claim your free Premium upgrade.

Good news! All ISMS Copilot v1 paid customers receive ISMS Copilot 2.0 Premium at no additional cost. Your investment in v1 is fully honored in the new platform.

Why ISMS Copilot 2.0?

ISMS Copilot 2.0 is a complete rebuild of the platform with significant improvements:

  • Enhanced AI capabilities - More accurate compliance guidance and better document generation

  • Improved performance - Faster response times and better handling of complex queries

  • Expanded framework support - Additional compliance frameworks and standards

  • Better user experience - Redesigned interface and streamlined workflows

  • Advanced features - New tools for compliance automation and collaboration

Why a separate system? The v2.0 rebuild required a new technical infrastructure to support these enhanced capabilities. While this means creating a new account, we've made the migration process as simple as possible.

Migration Process

Step 1: Create Your ISMS Copilot 2.0 Account

ISMS Copilot 2.0 is a separate system, so you'll need to create a new account.

  1. Visit the ISMS Copilot 2.0 platform

  2. Follow the standard account creation process

  3. You can use the same email address as your v1 account, or a different one

  4. Complete email verification

Pro tip: Use the same email address from your v1 account to make it easier to verify your previous subscription when claiming your upgrade.

Step 2: Get Your Free Premium Upgrade

After creating your v2.0 account, claim your free Premium upgrade:

  1. Visit the v1 customer upgrade page: https://app.ismscopilot.com/already-customer

  2. Verify your v1 subscription - You may need to log in with your v1 credentials

  3. Generate your upgrade coupon - The system will provide a unique coupon code

  4. Apply the coupon to your v2.0 account - Follow the on-screen instructions

Instant activation: Once you apply your coupon, your ISMS Copilot 2.0 account will immediately be upgraded to Premium with all Plus plan features.

Step 3: Start Using ISMS Copilot 2.0

Your Premium account is now active! You can:

  • Ask unlimited compliance questions

  • Upload and analyze documents with increased quotas

  • Set custom data retention periods (1 day to 7 years)

  • Access priority support

  • Use all advanced features

Alternative: Manual Upgrade

If you encounter any issues with the self-service upgrade process, our support team can manually upgrade your account.

When to Request Manual Upgrade

  • You can't access the v1 customer upgrade page

  • Your coupon code isn't working

  • You're having trouble verifying your v1 subscription

  • You used a different email for your v2.0 account

How to Request Manual Upgrade

  1. Create your ISMS Copilot 2.0 account (if you haven't already)

  2. Email our support team: [email protected]

  3. Include this information:

    • Your v1 account email address

    • Your v2.0 account email address

    • Brief description of the issue

  4. Wait for confirmation - We'll manually upgrade your account and notify you by email

Response time: Our support team typically responds within 24 hours and will manually upgrade your account as soon as they verify your v1 subscription.

What Happens to Your v1 Data?

Data does not automatically transfer: Your conversation history, workspaces, and files from v1 do not automatically migrate to v2.0. The platforms are separate systems.

Accessing Your v1 Data

Your v1 account and data remain accessible on app.ismscopilot.com:

  • You can still log in to your v1 account to access old conversations

  • Download or copy any important documents or policies you created

  • Export conversation history if needed for compliance records

Recreating Your Workspace

To set up your v2.0 environment:

  1. Create new workspaces in v2.0 for your projects

  2. Re-upload any documents you want to analyze in v2.0

  3. Start fresh conversations with the enhanced AI

Fresh start advantage: Many users find that starting fresh in v2.0 with the improved AI produces better results than trying to migrate old conversations.

Billing and Subscription

What Happens to My v1 Subscription?

You should cancel your v1 subscription to avoid duplicate charges:

  1. Log in to your v1 account on app.ismscopilot.com

  2. Go to subscription settings

  3. Cancel your v1 subscription

Avoid double billing: Your free Premium upgrade on v2.0 is separate from your v1 subscription. Make sure to cancel your v1 subscription once you've successfully migrated to avoid paying for both.

How Long Is My Free Premium Access?

Your Premium upgrade details:

  • The duration matches your original v1 subscription commitment

  • Check your account settings for specific expiration date

  • You'll receive renewal notifications before expiration

  • Standard Premium pricing applies after your free period

Frequently Asked Questions

Do I have to migrate to v2.0?

No, your v1 account remains accessible. However, v2.0 offers significant improvements and all future development focuses on the new platform. We strongly recommend migrating to benefit from enhanced features and ongoing updates.

Can I use both v1 and v2.0 simultaneously?

Yes, both accounts can remain active during your transition period. This allows you to access old v1 data while starting to use v2.0.

What if I can't find my v1 login credentials?

Contact our support team at [email protected] with your v1 account email. We'll help you verify your subscription and process your v2.0 upgrade manually.

Can I transfer my conversation history?

Automatic conversation transfer is not supported due to the different system architectures. You can manually copy important information from v1 conversations or download them for your records before starting fresh in v2.0.

Will my v1 subscription be refunded?

Your free Premium access on v2.0 honors your v1 investment. Once you cancel your v1 subscription, you won't be charged for v1. Contact support if you have specific billing questions about your situation.

What if the upgrade coupon doesn't work?

Contact support immediately at [email protected]. Our team will manually verify your v1 subscription and upgrade your v2.0 account within 24 hours.

Need Help?

Our support team is here to help with your migration:

  • Email: [email protected]

  • Help menu: Available in both v1 and v2.0 platforms

  • Response time: Typically within 24 hours

We're committed to your success: If you encounter any issues during migration, our team will personally ensure you get access to ISMS Copilot 2.0 Premium. We value your continued trust in our platform.

Next Steps

Ready to migrate? Follow these steps:

  1. Create your ISMS Copilot 2.0 account

  2. Visit https://app.ismscopilot.com/already-customer to get your upgrade coupon

  3. Apply your coupon and start using Premium features

  4. Cancel your v1 subscription to avoid duplicate charges

  5. Start your first conversation in ISMS Copilot 2.0

Was this helpful?