Rolling out conversational messaging support

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<p id="docs-hc-snippet" style="display: none;">Articles in the series</p>
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<ul class="nav nav-underline flex-column">
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/5746900266906" target="_blank">Messaging deployment guide:
Introduction</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/4408846454682" target="_blank">Part 1: About conversational support with
messaging</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/5746068733338" target="_blank">Part 2: Designing your conversational
messaging workflow</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/5746038824346" target="_blank">Part 3: Planning your staffing and
operational requirements</a></li>
<li class="li">Part 4: Rolling out conversational messaging support</li>
</ul>
<p class="sidenav-heading">Articles in the series</p>
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<div class="p">Creating a detailed plan for rolling out your new conversational messaging support
process is critical to its success. If you've been following this
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5746900266906" target="_blank">messaging deployment guide</a>, you've already done the
following:
<ul class="ul" id="topic_amp_l53_vzb__ul_m25_rv3_vzb">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5746068733338#topic_oxk_syt_szb" target="_blank">Identified your goals</a>
for adopting
conversational messaging support.</li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5746068733338" target="_blank">Designed your workflows</a> around your goals, including
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5746068733338#topic_z44_wbc_tzb" target="_blank">which messaging channels to use</a>, the
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5746068733338#topic_wkl_tyt_szb" target="_blank">conversational style</a> you're aiming
for, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5746068733338#topic_nfp_wyt_szb" target="_blank">which aspects of the workflow you want to
automate</a>, and how you'll route work to agents.</li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5746038824346" target="_blank">Planned for your staffing and operational
needs</a>, including staffing requirements, operational configurations,
and training your agents for successful adoption of the new process.</li>
</ul>
</div>
<div class="p">After that, you're ready to roll out messaging to your organization. Depending on your
goals and decisions made when designing your workflow and staffing plan, you may need to
do some or all of the following steps:
<ol class="ol" id="topic_amp_l53_vzb__ol_zmf_fv3_vzb">
<li class="li">Configure your messaging channels as needed:
<ul class="ul" id="topic_amp_l53_vzb__ul_htd_kdk_tzb">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827701530" target="_blank">Website channels</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827701530" target="_blank">Mobile channels for Android, iOS, or Unity
SDKs</a></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831648794" target="_blank">Social channels</a>
</li>
</ul>
</li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6073485578010" target="_blank">Give your agents access to the appropriate
messaging channels</a>.</li>
<li class="li">Configure the AI agent and other automations for your messaging workflow, including: <ul class="ul" id="topic_amp_l53_vzb__ul_vwl_hdk_tzb">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4500737327258#topic_kzg_ync_gnb" target="_blank">Standard messaging responses</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838007578" target="_blank">Social messaging responses</a></li>
<li class="li">The AI agent you <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5746068733338#topic_bmm_kcj_vzb" target="_blank">designed</a> during planning</li>
</ul>
</li>
<li class="li">Configure your routing behavior for messaging tickets:
<ul class="ul" id="topic_amp_l53_vzb__ul_mfq_51h_vzb">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5866925319962" target="_blank">Activate</a>
and
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4828787357210" target="_blank">configure</a>
omnichannel
routing</li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5020833543450#topic_nzf_pdb_pmb" target="_blank">Configure notification
routing</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5020833543450#topic_u3c_rrn_mpb" target="_blank">Configure assigned
routing</a></li>
</ul>
</li>
<li class="li">(Optional) Leverage <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5524125586330" target="_blank">Copilot add-on</a> for more automation in your messaging
workflow.</li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5746038824346#topic_cld_vjb_vzb" target="_blank">Train your agents</a>
on your new
processes, experience, and expectations.</li>
</ol>
</div>
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