1. [Help](https://nuvia.ai/en/docs) 2. [Pipeline and Smart Funnels (AI agents)](https://nuvia.ai/en/docs/colecoes/19377999-pipeline-and-smart-funnels-ai-agents) 3. [Smart Funnels](https://nuvia.ai/en/docs/colecoes/19431085-smart-funnels) # How to archive a Smart Funnel by transferring its conversations How to take a Smart Funnel out of operation by moving its conversations to another funnel, stage by stage, without interrupting the AI's service. Available on all plans Who can do it admins and users with access to the Smart Funnels module Updated on September 9, 2026 [Smart Funnels](https://nuvia.ai/en/docs/colecoes/19431085-smart-funnels) 1. [How to create custom skills for the AI agent](https://nuvia.ai/en/docs/artigos/14590394-how-to-create-custom-skills-for-ai-agent) 2. [How to write the agent's goal, knowledge, and communication pillars](https://nuvia.ai/en/docs/artigos/16515436-write-agent-goal-knowledge-communication-pillars) 3. [How to write the instructions for a stage](https://nuvia.ai/en/docs/artigos/16515466-how-to-write-stage-instructions) 4. [Standard stages of a sales funnel: how to design the agent's flow](https://nuvia.ai/en/docs/artigos/16515486-standard-sales-funnel-stages-agent-flow) 5. [How to archive a Smart Funnel by transferring its conversations](https://nuvia.ai/en/docs/artigos/16624949-how-to-archive-smart-funnel-transferring-conversations) 6. [How recent conversation reopening works in the Smart Funnel](https://nuvia.ai/en/docs/artigos/16644378-how-recent-conversation-reopening-works-smart-funnel) 7. [How to feed the Knowledge Center](https://nuvia.ai/en/docs/artigos/14579639-how-to-feed-the-knowledge-center) 8. [How to set up and use Smart Follow-ups in Nuvia](https://nuvia.ai/en/docs/artigos/14580483-how-to-set-up-use-smart-follow-ups-nuvia) On this page 1. Before you start 2. Archive a funnel 3. What prevents archiving 4. Choose the destination funnel 5. Map the stages 6. Understand the numbers on screen 7. What happens when you confirm 8. Common errors and solutions 9. Frequently asked questions **On this page9 sections** 1. Before you start 2. Archive a funnel 3. What prevents archiving 4. Choose the destination funnel 5. Map the stages 6. Understand the numbers on screen 7. What happens when you confirm 8. Common errors and solutions 9. Frequently asked questions Archiving a Smart Funnel takes the funnel out of operation. If it still has conversations, the platform requires you to choose a destination funnel and say, stage by stage, where each conversation goes, so no lead is left without the AI's service. **Available on:** all plans. **Who can do it:** admins and users with access to the **Smart Funnels** module. **Module:** Side menu > **Smart Funnels** > open the funnel > three-dot menu > **Archive funnel** ## Before you start - Know which funnel the conversations will move to; it must be **active** - Know the destination funnel's stages, because the mapping is done stage by stage - Remove the links that block archiving (see **What prevents archiving**) ## Archive a funnel 1. In the side menu, click **Smart Funnels** and open the funnel you want to archive 2. In the top right corner, click the **three-dot** menu and choose **Archive funnel** 3. The **Archive funnel?** window opens and the platform automatically checks the funnel's status 1. Follow the path that shows up: - **No conversations** — the window only asks for confirmation. Click **Archive** - **With conversations** — choose the **Destination funnel** and the destination for each stage, then click **Archive** - **With active links** — the window lists what needs to be resolved and the **Archive** button isn't available Note archiving doesn't delete anything. The funnel leaves operation and remains available through the archived filter, and you can unarchive it later. ## What prevents archiving The platform blocks archiving when the funnel is still being used in any of these three places. The window shows the name of each link found. BlockWhat it meansHow to fix it **Active campaign** There's an active campaign using this funnel Pause or finish the campaign **Channel using this funnel as default** An inbox has this funnel as its default funnel Change the channel's default funnel in **Platform** > **ChannelsTeam with this funnel as default** A team has this funnel as its default funnel Change the team's default funnel in **Platform** > **Teams** Important the team block exists because, when a conversation is handed off to the team, it gets the team's default funnel again. Without changing that default, conversations would go back to the archived funnel right after the migration. ## Choose the destination funnel 1. In **Destination funnel**, open the list and choose the funnel that will receive the conversations 2. Only **active** funnels other than the one being archived show up 3. If you change the destination funnel, the stage mapping is cleared and needs to be redone Important the destination funnel must be active. A paused or draft funnel would leave the AI silent in those conversations — that's why the platform refuses to archive in that case. ## Map the stages Under **Where each stage goes**, the platform lists the current funnel's stages that **have conversations** and asks for a destination for each one. Empty stages don't show up, because they don't move anything. 1. Next to each stage, see the conversation count — for example, (37 conversations, 12 open) 2. Choose the matching destination stage in the chosen funnel 3. Repeat for every listed stage — the **Archive** button is only enabled when the mapping is complete Important the mapping is manual on purpose. If every conversation landed in the new funnel's first stage, leads already marked as **Won** or **Disqualified** would go back to the start of the process and the AI would pick them up again with the wrong instructions. You decide where each stage goes. ### Conversations without a stage If there are conversations with no stage set, or pointing to a stage that was removed from the funnel, the window shows a notice like “3 conversations have no stage and will go to the destination funnel's first stage.” These conversations are moved automatically to the destination's entry stage, and the total transferred shows in the success message. ## Understand the numbers on screen The window shows two different counters, and they aren't the same number: NumberWhat it counts **Total conversations** All of the funnel's conversations, in any status — including resolved ones. This is what will be transferred **Open conversations** Only open conversations. This is the number shown on the funnel's card in the list Note that's why the window can say “11 conversations” while the destination funnel's card shows “0”. Already closed conversations are transferred too, but they don't count toward the card's counter, which only counts open ones. ## What happens when you confirm - The conversations are transferred to the destination funnel, each one in the stage you mapped - The funnel moves to the **archived** status - The success message shows how many conversations were transferred - The transfer and the archiving happen **together**: if for any reason a conversation is left in the funnel, nothing is archived and no conversation is moved Critical transferring the conversations to the new funnel and new stages can't be undone from the interface. Unarchiving the funnel puts the funnel back in operation, but **doesn't** bring the conversations back. ## Common errors and solutions MessageLikely causeSolution “This funnel is in use and can't be archived” An active campaign, channel or team uses this funnel as default Remove the links listed in the window itself and reopen **Archive funnel** “Map the destination stage for: …” A stage with conversations was left without a chosen destination Choose the destination for the stages named in the message “The destination funnel must be active…” The chosen funnel was paused after you opened the window Activate the destination funnel or choose another one “N conversations are still in this funnel. Nothing was archived, try again.” A new conversation arrived in the funnel during the migration Repeat the operation — nothing was changed “The destination funnel has no entry stage…” There are conversations without a stage and the destination funnel has no entry stage set Set the destination funnel's entry stage or choose another funnel ## Frequently asked questions ## Frequently asked questions **Does archiving a funnel delete the conversations?** No. The conversations are transferred to the destination funnel you choose, with their full history kept. No conversation is deleted. **Can I archive a funnel without choosing a destination?** Only if it has no conversations. In that case the window just asks for confirmation. With any linked conversation, the destination funnel and the stage mapping become required. **Why doesn't the funnel I want to use as destination show up in the list?** The list only shows **active** funnels and excludes the funnel being archived. If the funnel you're looking for is paused or in draft, activate it before archiving. **Can I undo the archiving?** You can unarchive the funnel, but the conversations stay in the destination funnel and in the stages they were sent to. The transfer isn't reversed automatically. **Are resolved conversations transferred too?** Yes. The migration moves conversations in any status. That's why the total shown in the window is usually higher than the number of open conversations shown on the funnel's card. [PreviousStandard stages of a sales funnel: how to design the agent's flow](https://nuvia.ai/en/docs/artigos/16515486-standard-sales-funnel-stages-agent-flow) [NextHow recent conversation reopening works in the Smart Funnel](https://nuvia.ai/en/docs/artigos/16644378-how-recent-conversation-reopening-works-smart-funnel) Was this article helpful? ## Related articles - [How to set up your first Smart Funnel in Nuvia](https://nuvia.ai/en/docs/artigos/14489227-how-to-set-up-your-first-smart-funnel) - [How to set up and use Smart Follow-ups in Nuvia](https://nuvia.ai/en/docs/artigos/14580483-how-to-set-up-use-smart-follow-ups-nuvia) - [How to create and edit Smart Funnels through MCP (Agent Builder)](https://nuvia.ai/en/docs/artigos/16074655-create-edit-smart-funnels-through-mcp-agent-builder) [Smart Funnels](https://nuvia.ai/en/docs/colecoes/19431085-smart-funnels) 1. [How to create custom skills for the AI agent](https://nuvia.ai/en/docs/artigos/14590394-how-to-create-custom-skills-for-ai-agent) 2. [How to write the agent's goal, knowledge, and communication pillars](https://nuvia.ai/en/docs/artigos/16515436-write-agent-goal-knowledge-communication-pillars) 3. [How to write the instructions for a stage](https://nuvia.ai/en/docs/artigos/16515466-how-to-write-stage-instructions) 4. [Standard stages of a sales funnel: how to design the agent's flow](https://nuvia.ai/en/docs/artigos/16515486-standard-sales-funnel-stages-agent-flow) 5. [How to archive a Smart Funnel by transferring its conversations](https://nuvia.ai/en/docs/artigos/16624949-how-to-archive-smart-funnel-transferring-conversations) 6. [How recent conversation reopening works in the Smart Funnel](https://nuvia.ai/en/docs/artigos/16644378-how-recent-conversation-reopening-works-smart-funnel) 7. [How to feed the Knowledge Center](https://nuvia.ai/en/docs/artigos/14579639-how-to-feed-the-knowledge-center) 8. [How to set up and use Smart Follow-ups in Nuvia](https://nuvia.ai/en/docs/artigos/14580483-how-to-set-up-use-smart-follow-ups-nuvia) ## Still need help? Customers reach support through the chat inside the platform. Not a customer yet? Talk to our team. [Talk to support in the platform](https://app.nuvia.ai) [I'm not a customer yet](https://nuvia.ai/en/contact) --- Source: https://nuvia.ai/en/docs/artigos/16624949-how-to-archive-smart-funnel-transferring-conversations