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Configure Chatwoot account

Registration#

Open www.chatwoot.com and click on "Create an account" button.

Chatwoot Home Page

Once clicked it will navigate you to the signup page.

Account Sign up page
Field NameValueRemarks
Full NameEnter Your Full nameeg: John Hopkins
Work emailEnter you work e-mail addresseg: john_hopkins@companyname
Account nameEnter Account NameName to identify your chat account
PasswordEnter password for your accountPassword must contain at least 1 uppercase character(A..Z), at least 1 Number Character(0..9),at least 1 Special Character(!@#$%^&*()_+-=[]{}|')
Confirm PasswordRe-enter the passwordPassword must contain at least 1 uppercase character(A..Z), at least 1 Number Character(0..9),at least 1 Special Character(!@#$%^&*()_+-=[]{}|')

After signing up you will receive an e-mail with subject 'Confirmation Instructions' in the registered e-mail address from Chatwoot. Click on 'Confirm my account'.

After confirming your email address you will be redirected to Chatwoot Agent Dashboard.

ChatWoot DashBoard Screen

Initial Settings#

To setup the Chatwoot Dashboard completely, follow the below steps one by one.