Estimating alignment charges for Chat Phase 4 Migrations

As part of migrating to the latest version of Chat, Zendesk customers will need to align subscription terms for both Chat and Support products.

This article will help you understand the charges associated with migrating from Chat Phase 1 to the latest version of Chat (if applicable). It includes the following sections:

• Alignment calculator
• Where do I get the information I need for the alignment calculator?
• OK I have my invoices. How do I find the information I need?

Alignment calculator

Use the calculator below to estimate the charges associated with your migration.

Important: Billing alignment charges from the calculator below are estimates. Refer to them only as guidance for the applicable charges as part of migrating to Chat Phase 4. This calculator is positioned to support self-service Chat Phase 1 accounts only. For sales-assisted accounts, please reach out to your Zendesk account representative for assistance.

Billing Currency:

 

Support subscription start date:

 

Support contract length:

Month Quarter Semi-Annual Annual Two Years

 

Chat subscription start date:

 

Chat contract length:

Month Quarter Semi-Annual Annual Two Years

 

Subscription:

 

# agents:

 

Migration date:

 

Billing alignment charges:

 

Where do I get the information I need for the alignment calculator?

All of the information you’ll need to input into the calculator can be found in the following documents:

• Your latest Chat invoice
• Your latest Support invoice

Only account owners and billing admins can download copies of invoices. See How to get a copy of invoices for instructions.

If you are not the account owner or billing admin, you can reach out to them for copies of the invoices. For information on identifying these users, see Finding the account owner.

OK, I have my invoices. How to I find the information I need?

Reference the sample invoice below to see how you would reference it to estimate your billing alignment charges above.

The following list describes how to find the necessary information in your invoices The Chat and Support invoices have similar layouts.

• Billing currency:
  • This is the currency listed in Account Currency (see image marked with reference 1.)

• Support/Chat Subscription start dates:
  • This would be the start date of the Product subscription (see image marked with reference 2.)

• Support/Chat Contract length (in months):
  • This refers to the contract length cycle (see image marked with reference 2.)

• Subscription plan type
  • This option would appear only after you have input your Chat and Support subscription and contract length details
  • This would refer to your current subscription plan name

• # Agents
  • This option would appear only after you have input your Chat and Support subscription and contract length details
  • This would refer to the number of agents you currently have in your product subscription

    While you may be able to access this information in your invoice, you may get more accurate values if you refer to the number of agents you have registered in your account. On Support, you may refer to the Admin Center to view your plan subscription. On Chat, you may view this information by logging into https://account.zopim.com/.  This can only be accessed by your account owner.

• Migration date
  • This option will be confirmed by the Chat migrations team after you have requested a migration.

    For self-service accounts, migrations are executed in bulk on the second Thursday of every month. Requests that come in after the last Thursday of every month will spill over to the next cycle.
    After accepting the terms of the Chat dashboard, you should receive an email from the Chat migrations team to confirm your migration window within 5 working days.

Still need a hand? Contact Zendesk Customer Support.