Customer Support
Chatwoot by Codex Solutions International
23 min
chatwoot is an open source customer engagement platform that centralizes conversations from multiple channels integrating it with make com enables automated workflows, improving customer support efficiency and streamlining communication management this is ai generated content based on official chatwoot documentation the content may still contain errors—please verify important information if you have questions, contact https //www chatwoot com/ directly how to get support on chatwoot chatwoot is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=chatwoot\&app slug=chatwoot community\&app unique id=chatwoot 6yazfo requirements to use the chatwoot app in make, you must have an active chatwoot account and the appropriate access token depending on the api type, https //www chatwoot com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/chatwoot community/ click the install button follow the on screen instructions to complete the setup connect chatwoot and {{product name}} to get started, you must first create a connection between chatwoot and {{product name}} , allowing the two services to communicate you can connect using the following method bearer token (user access token for application apis),bearer token (platform app access token for platform apis),inbox identifier and contact identifier for client apis bearer token (user access token for application apis) instructions you need to generate a user access token from your chatwoot account to authenticate api requests login to your chatwoot account using your credentials navigate to profile settings after logging in locate the section to generate a new access token generate and securely save the user access token bearer token (platform app access token for platform apis) instructions you need to generate an access token from a platform app in the super admin console login to your chatwoot installation with super admin credentials navigate to the super admin console create a new platform app generate an access token for the platform app note the generated access token for use in authentication inbox identifier and contact identifier for client apis instructions you need to retrieve the inbox identifier and contact identifier for authentication login to your chatwoot account using your credentials navigate to the settings section go to the configuration area within api inboxes to locate the inbox identifier create a contact through the appropriate process to obtain the contact identifier, which is returned upon contact creation some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=chatwoot\&app slug=chatwoot community\&app unique id=chatwoot 6yazfo create the connection in {{product name}} https //www make com/en/register , add the chatwoot module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your chatwoot or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page chatwoot modules after connecting to the chatwoot app, you can choose from a list of available modules to build your {{scenario plural lowercase}} assign a conversation assign a conversation to a specific agent or team, making it easy to direct customer inquiries to the right person or group for a timely and accurate response create a contact adds a new contact to your account create a conversation sure! here’s a suggested answer this module allows you to automatically create new records in your selected database table whenever you run a scenario it’s perfect for adding fresh data to your apps or keeping your information up to date without manual entry just map the fields you want, and the module will handle the rest! create a message sure! this module allows you to automatically send a message to a specific channel in your discord server it's perfect for sharing updates, notifications, or any important information with your community directly from your automated workflows create an inbox you have the flexibility to set up multiple website inboxes within a single account, allowing you to manage messages from different websites or channels all in one place delete a contact permanently remove a specific contact from your account by providing the contact’s unique id delete a message remove a message and any attached files from the conversation, ensuring that both the message content and its associated attachments are permanently deleted fetch a user profile retrieve detailed information about a user's profile, such as their name, email address, and other account related data get a contact retrieve detailed information about a specific contact associated with an account by using the contact's unique id get a conversation retrieve comprehensive information about a conversation, including every message exchanged within that conversation list all contacts retrieve a list of all contacts whose status has been marked as resolved list all conversations sorry, i need more context to provide the list of all the conversations could you please clarify or provide the relevant content or url? list all inboxes retrieves a list of all inboxes associated with your current account, allowing you to see and manage each available inbox list all messages displays a list of all the messages exchanged within a conversation make an api call allows you to make a custom api request to the connected service using your own parameters and data, giving you flexibility to access features or endpoints not covered by the standard modules toggle status of a conversation switches the conversation’s status between open and resolved, allowing you to easily mark a conversation as completed or reopen it if further action is needed update a contact update the details of a specific contact within an account by using the contact's unique id update a conversation absolutely! this module allows you to automatically send a message to a specific discord channel, making it easy to keep your team or community updated with important information or notifications right from your workflows update an inbox modify the details of an existing inbox, such as its name or settings, to keep your inbox information up to date watch contacts triggers whenever a new contact is added, allowing you to automatically start workflows whenever someone new joins your contact list watch conversations triggers whenever a new conversation starts or when an existing conversation receives updates, allowing you to automatically respond to changes in your messaging platform watch messages triggers whenever a new message is added, allowing you to automatically respond or take action each time a message is created templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} chatwoot resources you can have access to more resources related to this app on the following links https //www chatwoot com/ https //developers chatwoot com/api reference/introduction https //developers chatwoot com/introduction https //www make com/en/integrations/chatwoot community