Chatwoot by Codex Solutions International

chatwoot is an open source customer engagement platform that unifies conversations from multiple channels integrating it with make com enables automated workflows, enhancing customer support efficiency and streamlining communication management across various platforms 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 chatwoot 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 an access token, create your account on chatwoot app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 access token (user) for application apis,inbox identifier and contact identifier for client apis,access token (platform app) for platform apis access token (user) for application apis instructions you need to generate a user access token from your profile settings login to your chatwoot account navigate to your profile settings locate the section to generate a new access token generate and securely store the access token inbox identifier and contact identifier for client apis instructions you need to retrieve both the inbox identifier and contact identifier to authenticate with the client apis login to your chatwoot platform using your credentials navigate to settings go to configuration in api inboxes locate and note the inbox identifier for the specific inbox you want to use create a new contact using the appropriate method in chatwoot obtain the contact identifier returned when the contact is created access token (platform app) for platform apis instructions you need to generate an access token from a platform app using 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 with platform apis 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}} log in in your make account , 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 connect an application 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 quicker and more accurate response create a contact adds a brand new contact to your account with the details you provide create a conversation sure! here’s a suggested rephrased answer this module lets you automatically create new records in your zoho crm account it’s perfect for adding leads, contacts, or any other type of record without having to enter the information manually each time just set up the details you want to include, and the module takes care of the rest! create a message absolutely! this module allows you to automatically send a message to a specific channel or user in slack it's perfect for keeping your team updated or sharing important information right when it's needed 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 sections all in one place delete a contact permanently removes a specific contact from your account using their unique id delete a message remove a message and any files attached to it from the conversation fetch a user profile retrieve detailed information about a user's profile, such as their name, email address, and other associated account details 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 retrieves a list of all contacts whose status has been marked as resolved list all conversations i'm sorry, but i need more context or a specific module to rephrase the description for you could you please provide the module name or details? list all inboxes retrieves a list of all inboxes associated with your current account, allowing you to view and manage each one directly list all messages sure! here are all the messages from the conversation make an api call allows you to make a custom, authorized api request to the connected service, enabling you to interact with features or endpoints not covered by the standard modules toggle status of a conversation this module lets you switch the status of a conversation back and forth between "open" and "resolved," helping you easily manage and update the progress of your conversations update a contact update the details of a specific contact associated with an account by using the contact's unique id update a conversation sure! could you please provide the original text or module description you'd like me to rephrase? 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 or actions whenever someone new joins your contact list watch conversations triggers whenever a new conversation starts or when an existing conversation receives an update, allowing you to take action based on these changes watch messages triggers whenever a new message is posted, allowing you to automatically respond or take action each time a message is created templates you can look for more templates in make's template gallery , 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 chatwoot website chatwoot documentation chatwoot api documentation chatwoot page on make