Chatwoot by Codex Solutions International
  | 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. |
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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 the appropriate access token depending on the API type, create your account on Chatwoot.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Chatwoot and Make
To get started, you must first create a connection between Chatwoot and Make, 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 Make
Log in in your Make account, add the Chatwoot module to your scenario, 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 applicationConnect an application. page.
Chatwoot modules
After connecting to the Chatwoot app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Chatwoot resources
You can have access to more resources related to this app on the following links :