Question

Am I using live chat or messaging? What are the differences between the Web Widget and the Web Widget (Classic)? How can I choose between these two different products?

Answer

Your widget and settings are in different locations depending on: 

  • Your plan
  • If you use Agent Workspace or the standard agent interface
  • If you use live chat or messaging

To determine which feature you use, see the sections below:

  • Understanding your plan
  • Understanding your interface
  • Are you using messaging in the Agent Workspace?
  • Are you using live chat in the standard agent interface?
  • Are you using live chat in Agent Workspace?
  • Choosing between the two widgets

Understanding your plan

You need billing admin or owner access to view plan settings and identify your plan type.

A Suite Team plan or higher has access to use Agent Workspace with either live chat or messaging. Zendesk_Suite_Plan.png
An older Chat Team plan has access to the standard agent interface and live chat. Chat_team_plan.png

Understanding your interface

If you use the Agent Workspace, the UI looks like this:

uc_sample_ticket_mce.png

If you use the standard agent interface, which is the previous experience that does not allow for messaging, the UI looks like this:

apps-panel.png

Are you using messaging in the Agent Workspace?

To understand if you are currently using the Web Widget, compare your widget to see if the appearance is similar to the image below:

Example again.pngExample.png

If your widget doesn't look like the images above, you probably use the Web Widget with custom code or a different type of widget. To compare the widget options, see the articles: Which Zendesk widget do I have with my account and website?

Messaging requires you to enable Agent Workspace. Likewise in live chat in the Agent Workspace, your agents work in the Support interface.

Within Agent Workspace, you set your status for messaging from the top of your interface seen here on the right.

Agent_Workspace_agent_status_location.jpg

If your account has omnichannel routing enabled, routing happens differently, and you set your agent status from your profile instead.

New_profile_menu_with_OCR_turned_on.png
  • Most accounts with messaging use the Web Widget, or embed social messaging across multiple social media channels
  • To check if you are using messaging and its Web Widget, in Admin Center, click ac_channels_iconChannels in the sidebar
    • When you use messaging, the widget settings are under Messaging and social > Messaging
    • These settings control the elements for Web Widget and messaging
  • If you have messaging, you also set up messaging triggers in Admin Center instead of triggers on the Chat dashboard

For an overview of the messaging settings within the agent workspace, see the video below:

Are you using live chat in the standard agent interface?

With live chat in the standard agent interface, your agents serve chats and set their online status from the Chat dashboard. To open the dashboard, use the products icon.
Chat_dashboard_Chat_Status_Location_green_.png

For most live chat accounts, you use the Web Widget (Classic) to embed chat on your website. Compare your account's widget to the images below to see if you currently use Web Widget (Classic).
Chat_Web_Widget_Classic.pngWeb_widget_classic.png

For an overview of the interface in live chat in the standard agent interface, watch the video below:

Are you using live chat in Agent Workspace?

If you use the Web Widget (Classic) of live chat, the installed widget appears this way:

Chat_Web_Widget_Classic.pngWeb_widget_classic.png

Agent Workspace moves the live chat channel to the Support interface and changes the location of specific settings for agents.

Within Agent Workspace, you set your status for live chat from the top of your interface.

Agent_Workspace_agent_status_location.jpg

If your account has omnichannel routing enabled, routing happens differently, and you set your agent status from your profile instead.

New_profile_menu_with_OCR_turned_on.png

If you use the Web Widget (Classic) to embed chat on your website, it displays in the same way as in the Web Widget (Classic) in the standard agent interface.

Choosing between the two widgets

Messaging serves social messaging, AI and bot integration. However, if you simply want to connect your help center and live chat, use live chat. Live chat is a legacy product.

Note: If you have a newer account with messaging by default, you cannot turn off messaging.

For more information on the two widgets, see this article: Comparing the Zendesk Web Widgets.

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