Messaging onboarding

Overview

Prepare your AI Agent, integration, and test plan before you launch Messaging.

Limitations

Messaging supports generative AI Agents. Existing installations require different migration steps for script tags, npm packages, and mobile SDKs.

Check platform requirements in the current SDK guides. Do not apply the legacy SDK’s minimum operating system versions to Messaging.

Quick start

Set up Messaging with your developers. See Implementation & usage for the launch checks.

To prepare Messaging:

Confirm your AI Agent’s transition with your Ada team.
Choose an experience for your website or app.
Open Config > Channels > Messaging.
Configure Appearance, Launch, and Data & privacy for your requirements.
Open Installation and share the appropriate guide with your developers.
Test the integration on your website or app before you increase availability.

Implementation & usage

Validate Messaging in the environment that end users will use.

Review the migration checklist for existing integrations.
Confirm Knowledge, Greetings, and human support behavior in representative conversations.
Test each supported language, browser, and mobile presentation mode that your organization uses.
Test returning users, page refresh, tab closure, sign-out, and account switching.
Verify your content security policy and allowed websites.
Compare reporting and survey results before and after the transition.

Use the web, iOS, Android, and React Native guides for platform requirements.