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Troubleshooting checklist for Legacy Webchat to Web Messaging migration

Updated on December 3, 2021

Use the troubleshooting checklist to address any migration-related issues and ensure a seamless and successful migration from Legacy Webchat to Web Messaging. This checklist helps identify and resolve potential challenges, enabling organizations to achieve a smooth transition to their new environment or version of Pega Customer Service.

Pega Customer Service Implementation Guide

Note: To learn about the Legacy Webchat to Web Messaging migration procedure, see Migrating from Legacy Webchat to Web Messaging.

  • For Pega Customer Service versions earlier than '23 (for example, 8.8 or earlier), you typically install your Digital Messaging credentials and channel interface in the application built on top of your self-service application implementation layer (CSSelfService) to leverage the default functionality and rules, such as escalating to a CSR. If you are using Pega Customer Service version '23, you can create the Digital Messaging channel directly in your implementation layer without the need for the self-service layer. For more information, see Creating a self-service application.
  • To identify and resolve overrides to locked rules, and remove deprecated or withdrawn rules in Pega Customer Service, run the Pega Customer Service Upgrade Checker. You can remove an override by copying the overridden Pega Rules to the relevant Ruleset. Pay particular attention to any overridden Data Transform Rules. For more information, see Running the Upgrade Checker for Pega Customer Service.
    Note: Some overrides might not be identified by the Upgrade Checker because they are not final. However, modifying them can still cause issues. For example, the CPMWrapup flow.
  • Check and update Data Transforms associated with Declare_CAApplicationSettings. They might be missing critical elements, for example, the BotAgentClass, or certain settings are mapped to the out-of-the-box classes instead of the implementation classes.
  • Ensure to install your Digital Messaging Manager ID and Key on the Application DefinitionsSecurity tab of your application. Do not reuse them in another application or instance. Each instance and application must have a unique set of credentials.
  • If you cannot connect to the Digital Messaging channel or the Manage connections button does not start Digital Messaging Manager, ensure that your channel interface's Base URL is secure (uses https) and publicly accessible, and your Template Operator and Access Group are correct. You must have the application where the Digital Messaging channel interface is installed as the default Access Group.
  • To test responses, engagement, and escalations to a CSR, connect by using your Web Messaging script installed on a web page, not your channel interface's Preview console.
  • If you receive an expired notification on agent escalation pop-up in Interaction Portal, ensure that your D_MCPinteraction data page refers to the Interaction class group for your implementation application. For more information, see Configuring implementation class for bot interactions.
  • Case types used with Legacy Webchat for self-service require configuration to work with Digital Messaging. If the same conversational flow is used in the Digital Messaging channel, update the When Rule to include .pxActiveChannel == BotAgent. Alternatively, create a separate parallel process to support the Digital Messaging channel, enabling different behavior in Legacy Webchat and Digital Messaging.
  • Some flow elements, for example, flow actions and sections included in paragraph rules, configured for Legacy Webchat are not supported in Digital Messaging.
  • For Digital Messaging Service, chat server configuration is not required. If chat server settings are present in App Studio or an instance exists in ChannelServices-Server-Chat, remove the chat settings. The system invokes GetSSOToken if the chat server is configured.
  • Re-save your chat and messaging settings in App Studio, for example, timeout and close behavior, messaging attachments.
  • Previous topic Recommended process to migrate from Legacy Webchat to Web Messaging
  • Next topic Migrating from Legacy Webchat to Web Messaging


Pega Customer Service 8.7 Pega Customer Service for Communications 8.7 Pega Customer Service for Financial Services 8.7 Pega Customer Service for Healthcare 8.7 Pega Customer Service for Insurance 8.7

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