Elasticsearch vs. Zendesk Chat

Elasticsearch is a really scalable solution that can fit a lot of needs, but the bigger and/or those needs become, the more understanding & infrastructure you will need for your instance to be running correctly. Elasticsearch is not problem-free - you can get yourself in a lot of trouble if you are not following good practices and/or if are not managing the cluster correctly. Licensing is a big decision point here as Elasticsearch is a middleware component - be sure to read the licensing agreement of the version you want to try before you commit to it. Same goes for long-term support - be sure to keep yourself in the know for this aspect you may end up stuck with an unpatched version for years.

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Zendesk Chat is suited for all the support teams that provide real-time assistance. Like if someone wants to block the debit/credit card, it is a high-priority case that needs real-time assistance. Whereas issues like close my account, and invoice request doesn't need real-time assistance, where Zendesk tickets support will be perfect.

• As I mentioned before, Elasticsearch's flexible data model is unparalleled. You can nest fields as deeply as you want, have as many fields as you want, but whatever you want in those fields (as long as it stays the same type), and all of it will be searchable and you don't need to even declare a schema beforehand!
• Elastic, the company behind Elasticsearch, is super strong financially and they have a great team of devs and product managers working on Elasticsearch. When I first started using ES 3 years ago, I was 90% impressed and knew it would be a good fit. 3 years later, I am 200% impressed and blown away by how far it has come and gotten even better. If there are features that are missing or you don't think it's fast enough right now, I bet it'll be suitable next year because the team behind it is so dang fast!
• Elasticsearch is really, really stable. It takes a lot to bring down a cluster. It's self-balancing algorithms, leader-election system, self-healing properties are state of the art. We've never seen network failures or hard-drive corruption or CPU bugs bring down an ES cluster.

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• Extremely fluid chat interface allows for easy communication.
• It can be used directly on a website page or as a widget.
• Allows the end user to translate the chat into their own native language.
• Notifies you with pending chats via on-screen notifications and sound effects.

• Joining data requires duplicate de-normalized documents that make parent child relationships. It is hard and requires a lot of synchronizations
• Tracking errors in the data in the logs can be hard, and sometimes recurring errors blow up the error logs
• Schema changes require complete reindexing of an index

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• Linking with a telephone, so the agent is only working on 1 channel at a time
• More simplified way to create and use templates
• Link users who may have provided us a new/different email from what we have on file for them

We're pretty heavily invested in ElasticSearch at this point, and there aren't any obvious negatives that would make us reconsider this decision.

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Due to staffing issues, we have temporarily stopped offering chat as an available channel. We're also interested in the best ways to integrate chat with our FAQs and AI to provide quick responses, either during off-hours or prior to speaking with a live agent. I've also found that reporting is rather limited where some of the interesting and useful data made available and visible during the chat cannot be pulled post-chat; it would be great to pull a high-level report so we can analyze this data.

To get started with Elasticsearch, you don't have to get very involved in configuring what really is an incredibly complex system under the hood. You simply install the package, run the service, and you're immediately able to begin using it. You don't need to learn any sort of query language to add data to Elasticsearch or perform some basic searching. If you're used to any sort of RESTful API, getting started with Elasticsearch is a breeze. If you've never interacted with a RESTful API directly, the journey may be a little more bumpy. Overall, though, it's incredibly simple to use for what it's doing under the covers.

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As mentioned previously, it's a clunky product that lacks user-friendliness. It feels old and behind the times compared to other products we have used. The inability to have a wrap-up time before a new chat comes in is also a big issue for our team.

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We've only used it as an opensource tooling. We did not purchase any additional support to roll out the elasticsearch software. When rolling out the application on our platform we've used the documentation which was available online. During our test phases we did not experience any bugs or issues so we did not rely on support at all.

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Getting assistance and/or troubleshooting anything with Zendesk can be quite frustrating. In my years of experience with Zednesk, I have almost never found the answer to my question without going through multiple articles, ultimately getting frustrated and reaching out to our contact for more assistance. So for a consumer, the support is not as relieving as Zendesk Chat is to our customers in getting the questions answered by us.

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Do not mix data and master roles. Dedicate at least 3 nodes just for Master

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As far as we are concerned, Elasticsearch is the gold standard and we have barely evaluated any alternatives. You could consider it an alternative to a relational or NoSQL database, so in cases where those suffice, you don't need Elasticsearch. But if you want powerful text-based search capabilities across large data sets, Elasticsearch is the way to go.

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Zendesk Chat is far more user friendly than some of the other competitors on the market. It has a very all the features that you require to ensure your customers are contacted in 'real time'. Its main tools include a live chat interface for quick communication, customisable chat widgets to fit your brand, mobile responsiveness for all devices, and canned responses for common questions. The platform can also start chats based on visitor actions, like time on a page or exit intent. A real must for any leading company

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• We have had great luck with implementing Elasticsearch for our search and analytics use cases.
• While the operational burden is not minimal, operating a cluster of servers, using a custom query language, writing Elasticsearch-specific bulk insert code, the performance and the relative operational ease of Elasticsearch are unparalleled.
• We've easily saved hundreds of thousands of dollars implementing Elasticsearch vs. RDBMS vs. other no-SQL solutions for our specific set of problems.

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• Positive impact - Compared to our old system, this newly updated system provides features and functionality that has increased our agent productivity and provided customer insight like we've never had before. This has resulted in fewer hold times and higher customer satisfaction.
• Negative impact - Our reporting team still struggles with obtaining the right information from time to time with the chats. This leads to loss of productivity and more resources dedicated to reporting.
• Positive impact - Due to Zopim's embed, we are able to more successfully place them on the appropriate self-service portals and pages, reaching a larger audience, and being more readily available to answer our client's questions. This has resulted in an increase in our self-service portal usage, driving down the phone and email support channels, which in turn reduces support costs.

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