Chatwoot

chatwoot is an open source customer support platform offering multi channel communication, scalability, and extensibility through apis integrating with make com enables users to automate customer support workflows and connect chatwoot with other business tools for enhanced efficiency 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 support 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 f6f0m2 requirements to use the chatwoot app in make, you must have an active chatwoot account and the appropriate access token depending on the api category, create your account on chatwoot app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 user access token,inbox identifier and contact identifier,platform app access token user access token instructions you need to generate a user access token from your chatwoot account log in to your chatwoot account using your credentials navigate to profile settings locate the section for generating a user access token generate a new user access token copy and securely store the generated user access token inbox identifier and contact identifier instructions you need to retrieve the inbox identifier and contact identifier from the chatwoot platform login to your chatwoot account navigate to the settings section go to configuration under api inboxes locate and note the inbox identifier for the desired inbox create a new contact if you do not already have one after creating a contact, retrieve and note the contact identifier returned by the platform platform app access token instructions you need to generate an access token from a platform app via the super admin console log in to your chatwoot installation with super admin privileges navigate to the super admin console locate the section for managing platform apps create a new platform app or select an existing platform app generate or retrieve the access token for the selected platform app copy and securely store the access token for use in your integration 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 f6f0m2 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 chatwoot modules after connecting to the chatwoot app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add an agent to an inbox adds a selected agent to a specific inbox, allowing them to view and manage conversations within that inbox assign a conversation this module allows you to assign a specific team or individual member to take over a conversation, ensuring the right person or group is handling the discussion create a contact adds a brand new contact to your account, allowing you to store and manage their details easily create a conversation starts a brand new conversation, allowing you to initiate a fresh chat thread create a message adds a brand new message to the system, allowing you to send information or updates directly through the platform create a user adds a new user to your account, allowing them access to your organization's resources and settings create an inbox creates a brand new inbox for you, allowing you to organize and manage your messages separately delete a contact permanently removes a specific contact from your account delete a message removes a specific message from a conversation using its unique message id get a contact fetches detailed information about a specific contact get a conversation fetches detailed information about a specific conversation, allowing you to view all its messages and related data get an account report retrieves a detailed account report focused on a specific metric, giving you clear insights into that particular aspect of your account’s performance get an inbox fetches detailed information about a specific inbox, including its settings and properties label a conversation adds one or more labels to a selected conversation, helping you organize and categorize your messages more efficiently list contact conversations fetches and displays all conversations associated with a specific contact, allowing you to view their complete message history list contacts fetches and displays a list of all contacts stored within your account, allowing you to view and manage your contact information easily list inboxes fetches and displays a list of all available inboxes in your account, allowing you to see and manage them easily list messages fetches all messages from a particular conversation, allowing you to view the entire message history within that chat make an api call executes a custom api request using your authorized credentials, allowing you to interact directly with the service’s features beyond the standard modules search contacts searches your database to find contacts that match your specified criteria search conversations allows you to search for specific conversations based on your chosen criteria, helping you quickly find the chats you need update a contact updates the details of an existing contact, allowing you to modify information such as name, email, phone number, or other contact fields update a conversation modifies the details of an existing conversation, allowing you to update information such as the conversation’s participants, topic, or other relevant settings update a conversation custom attributes updates the values of custom attributes that are already assigned to a specific conversation this allows you to modify additional information or details stored within that conversation update a conversation priority updates the priority level of an existing conversation within a specified service, allowing you to adjust how urgently it should be handled update a conversation status changes the status of a selected conversation to help you keep track of its progress or resolution update an inbox updates the details of a specific inbox using its unique id, allowing you to modify settings or information for that inbox watch events triggers when a particular event takes place, allowing you to automatically start your scenario whenever that event happens 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