When you enable Zendesk messaging, there are a number of changes to your Chat functionality.
Administrators must make sure they perform the tasks described in Enabling Zendesk messaging (beta), in addition to any tasks described in this article.
This article discusses the following topics and areas impacted by the messaging beta:
- Agent Workspace limitations
- Chat dashboard
- Chat triggers
- Chat routing
- Chat reporting
- Chat APIs
- Chat Conversations APIs
Agent Workspace limitations
Chat limitations in the Agent Workspace apply to accounts participating in the Zendesk messaging beta.
If your account supports a high volume of chats or has a large number of chat-only agents, check with your Zendesk account representative before migrating to the Zendesk Agent Workspace. For best performance, follow these guidelines:
- Do not exceed 1,300 online chat/messaging agents actively serving conversations
- No more than 4,000 concurrent conversations/with 200,000 total conversations per day.
- No more than 6,000 concurrent visitors with 300,000 total visitors per day
- CSAT collection (the request for chat rating) is not supported for messaging conversations.
Majority of features supported for Live chat are also available for messaging with slight variation in location / capability.The following table lists the areas of the Chat dashboard with functionality. Feature pages and areas not listed here will still be used when Zendesk Messaging is enabled:
|Section||Functionality moved to messaging||Comparable functionality in messaging|
|Visitors||All||Agents can observe on messaging conversations using Viewer mode on the ticket.|
|History||All||Tickets with messaging conversations can be accessed from views.|
Analytics for Messaging is available in Explore:. See Chat reporting.
|Settings||Departments||Add department button||Chat departments become groups:
Support admin > People > Groups
|Roles||Add role button:
||Roles created in Chat are not applicable to Agent Workspace,Support and Explore.|
||Skills-based routing is not supported for Messaging tickets. See Chat routing.|
|Skills tab - Add skill button:
Widget can be managed from Admin Center > Channels.
Chat rating is not supported.
Use Guided flows to collect end user input required to identify the customer, nature of issue and other information important for context and routing.
|Personal||Email reports tab:
|Account||Zendesk Support tab:
||Tickets are created for every messaging conversations by default. No configuration required.|
If you have automatic responses set up via Chat triggers for live chats, they may also apply to Zendesk messaging conversations.
Triggers created with the following conditions and actions will apply to messaging conversations:
- Chat trigger conditions: Visitor department, Account status, Department status, or Chat-related information (all types).
- Chat trigger actions: Send message to visitor.
Chat triggers created with other conditions and actions will not work in conversations when messaging is enabled. Chat triggers are applied only to conversations handed off to an agent.
Additional changes to Chat triggers are described in Chat triggers in Zendesk messaging (beta).
Routing for the messaging beta is based on the Chat routing rules defined for your agents:
- Messaging conversations created when agents are online are routed via the Accept button.The queue will be ordered based on time of ticket creation.
- Messaging tickets conversations created when agents are offline are sent to the Unassigned tickets view or the agent’s Group view. Offline messaging conversations can be assigned to agents as part of triaging, or they can be manually picked up by agents themselves. Agents will receive a notification when messaging conversations are assigned to them.
- Agent’s workload is measured as the number of active messaging conversations assigned to the agent.
- Chat limit is defined as the maximum number of active messaging conversations that can be assigned to the agent.
- Messaging conversation is considered active if it has received a response in the past 10 mins.
- Adjust the Chat Limit of your agents based on activity of the messaging conversations and volume of messaging conversations.
Assigning Groups to messaging conversations
With Flow Builder, you can create personalized flows to collect information from the end-user. It can be about their issue, region etc. This information will be captured in custom ticket fields.
With the new messaging experience, admins can use this information and setup routing rules in Support Triggers.
- Ticket | Group can be assigned using Support Triggers and Automations based on conditions such as channel, nature of issue and other custom ticket fields:
Other chat routing settings such as hybrid assignment and reassignment is supported.
Skills-based routing is not supported for messaging conversations.
Messaging reports are available on the Support dashboard in Zendesk Explore. For more information, see Overview of the Zendesk Support dashboard.
Your account can leverage metrics associated with Tickets in the Support dashboard and filter by messaging channels.
Key metrics include:
- Estimate staffing - Volume of tickets created per channel, per group, per time period
- Monitor team’s performance - Number of tickets solved, Time to resolution
To view messaging reports on the Support dashboard in Explore
- In any product, click the Zendesk Products icon () in the top bar, then select Explore.
- In the Dashboards list, select Zendesk Support.
Real-time APIs and Incremental APIs are not available for messaging conversations.
|API||Name||Supported in messaging GA (early 2021)?|
NoUse List Ticket API to retrieve tickets created from Messaging
Yes (use Get APIs)
|Goals||APIs not supported||No|
|Routing Settings - Account||
|reassignment.timeout||No (not supported in Agent Workspace)|
|Routing Settings - Agent||All||Yes|
|Chat - Support Chat||All||No|
|Chat - Offline Message||
In addition, the following APIs are supported in the messaging beta release, but will have some specification changes:
|Routing Settings - Account||
|Definition for Chat limit changed to include active messaging tickets.|
|chat_limit.limit||Definition for Chat limit changed to include active messaging tickets.|
|chat_limit.limit_type||Definition for Chat limit changed to include active messaging tickets.|
|chat_limit.allow_agent_override||Definition for Chat limit changed to include active messaging tickets.|
Chat Conversation APIs
The Zendesk messaging beta release does not include any code changes to the Chat Conversations API. When you enroll in the messaging beta, most CCAPIs will continue to work as expected. CCAPI-based chatbots, however, may be impacted, depending on your messaging configuration.
Understanding the impact on CCAPI-based bots
Because Answer Bot is a central part of the Zendesk messaging package, CCAPI-based chatbots are impacted when messaging is enabled on a brand. By default, Answer Bot prevents the CCAPI bot from being invoked.
Using chatbots with Zendesk messaging
If you want to continue using a chatbot on a brand with messaging enabled, you have a number of options:
Option 1 (recommended): Moving to Sunshine Conversation APIs
You can move your existing CCAPI integrations, including CCAPI-based chat bots, to Sunshine Conversation APIs. If you choose this option, we recommend you do so before enabling Zendesk messaging on your account.
Option 2: Creating a Support trigger workaround
If you do not choose to move your CCAPI integrations to Sunshine Conversations, you can work around the messaging limitation by creating a Support trigger to assign a chat bot to any ticket created via messaging: