Automations

Automate repetitive tasks and scale your support

Create powerful automation rules that handle routine work for you. Route conversations, assign agents, add labels, and trigger actions automatically based on conditions you define.

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Automation that works while you sleep

Set up rules once and let them handle the repetitive work. Route, assign, label, and notify automatically.

Automation Rules Macros Canned Responses SLA Tracking Webhooks API Access

Automation Rules

Build powerful workflows with simple rules

Create automation rules using a visual builder. Define triggers, set conditions, and choose actions, no coding required.

Multiple triggers: conversation created, updated, message created, or reopened

Combine conditions: use AND/OR logic to create precise targeting

Chain actions: execute multiple actions in sequence when rules match

Smart Conditions

Filter with precision

Define exactly when automations should run. Combine multiple conditions with AND/OR logic to create precise targeting rules.

Contact attributes: filter by email, phone, country, browser language

Conversation properties: status, priority, assigned agent, team, labels

Custom attributes: use any custom field you've defined in your account

Multiple operators: equals, contains, starts with, and more

Automated Actions

Execute tasks instantly

When conditions match, trigger powerful actions automatically. From simple assignments to complex multi-step workflows.

Team & agent assignment: automatically route to the right people

Labels & organization: categorize conversations automatically

Notifications: email team members when important events occur

Conversation management: resolve, snooze, or mute automatically

Assign Agent

Route to specific agent

Assign Team

Route to a team

Add Label

Categorize conversation

Send Email

Notify team members

Send Message

Auto-reply to customer

Resolve

Close conversation

Macros

One-click actions for agents

Save sequences of actions as macros that agents can execute with a single click. Perfect for repetitive workflows that need human judgment.

Sequential actions: define a series of steps executed in order

One-click execution: agents run complex workflows instantly

Private or shared: personal macros or team-wide templates

Preview before running: see what actions will be performed

Canned Responses

Reply faster with saved templates

Create reusable message templates for common replies. Type a shortcode and instantly insert the full response, complete with dynamic variables.

Shortcode triggers: type / followed by code to insert templates

Dynamic variables: personalize with contact and conversation data

Rich formatting: include links, formatting, and attachments

Team shared: all agents can access and use saved responses

SLA Management

Never miss a deadline

Define service level agreements and track compliance automatically. Get alerts before breaches and measure your team's performance against commitments.

First Response Time: track time to initial agent response

Next Response Time: monitor follow-up response speed

Resolution Time: measure total time to close issues

Breach alerts: get notified before SLAs are violated

Hit rate reports: track compliance and identify patterns

Webhooks & API

Extend automations to any system

Connect Chatwoot to your existing tools and workflows. Trigger webhooks, call external APIs, and build custom integrations.

Ready to automate your workflows?

Stop spending time on repetitive tasks. Let automations handle the routine work while your team focuses on what matters.

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Free for 15 days. No credit card needed.