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Assess Your Readiness to Transition to Enhanced Chat

Preparing to move from Legacy Chat to Enhanced Chat? Use the Chat Transition Readiness Report to understand the complexity of your current chat setup and plan a smooth transition. This report highlights active deployments, configurations, and customizations, making it easier to assess the scale of your chat environment as you prepare for the transition.

Required Editions

View supported editions for Enhanced Chat.
View supported editions for Legacy Chat.
Checkmark This article applies to: Enhanced Chat and Legacy Chat channels.
X icon This article doesn’t apply to: Enhanced WhatsApp, Enhanced Facebook Messenger, Standard and Enhanced SMS, Enhanced Apple Messages for Business, and Bring Your Own Channel.
Note
Note Beginning in June 2025, Messaging for In-App and Web is changing its name to Enhanced Chat. During this transition, you can possibly see references to both names in our documentation. We wish we could magically update the name everywhere at once, and we thank you for your patience as we evolve.
  1. Click the installation link to download and install the Chat Transition Readiness Report managed package in your customer org.
  2. Select Install for Admins only, select the confirmation checkbox, and click Install.
    The managed package installs a Lightning app that includes the readiness report to review your current chat setup.
  3. After installation, schedule a job to refresh the report data hourly. This schedules the data refresher to run every hour. Ask your Org Adminto run the following code in the Developer Console: 
    String cronExpression = '0 0 * * * ?';
ChatReport.ScheduleChatReportDataExtractors job = new ChatReport.ScheduleChatReportDataExtractors();
System.schedule('CoreSc_ScheduleChatReportDataExtractors', cronExpression, job);

    Customers can modify the frequency by updating the cronExpression as needed

  4. In the Service Console, click the App Launcher icon, and enter Chat Transition Readiness Report in the Quick Find box. Open the app to view the report.
  5. Review the generated report, which lists all the active deployments, configurations, and customizations in your current setup. Click the value of a configuration to view details of that specific configuration.
  6. This report refreshes hourly and can be downloaded as a PDF document. Click Download to save a copy.

See Also