User Guide | Chatwoot
Chatwoot User Guide
Search for the articles here or browse the categories below.
Start here to understand Chatwoot, key concepts, and how the platform helps you manage customer conversations.
Chatwoot Glossary
Getting Started with Chatwoot
Lesson 1: Your first Chatwoot conversation
Lesson 2: Dashboard Basics
Lesson 3 (a): Mastering core features
Set up your account, workspace, teams, users, and basic configuration before going live.
Creating a Chatwoot Account
Customizing your personal profile
Setting up notifications
Updating your Account settings
How to invite agents and manage your support team?
Learn how to install, configure, and customize the Chatwoot live chat widget on your website or app.
Website live chat settings explained
How to install live chat using Google Tag Manager?
How to install live chat on a Docusaurus website?
How to install live chat on a Webflow website?
How to install live chat on a Gatsby website?
Connect and manage channels such as email, WhatsApp, Facebook, Instagram, Telegram, and more.
How to setup a Facebook channel?
How to setup an Instagram channel (via Facebook login)?
How to setup a Twitter channel?
How to setup a WhatsApp channel?
How to setup an SMS channel?
Understand the main Chatwoot features used for inbox management, conversations, contacts, teams, and workflows.
How to add labels?
How to use Agent bots?
Understanding Contacts
How to create saved reply templates
with Canned Responses?
How to create and use custom attributes?
Explore advanced capabilities such as automation, assignment rules, custom attributes, macros, SLAs, and webhooks.
How to use Conversation Filters?
How to use pre-chat forms?
How to use Campaigns?
How to create interactive messages?
How to use Automation?
Connect Chatwoot with external tools and services to extend your support workflows.
How to bring your Dialogflow chatbot to Chatwoot?
How to use webhooks?
How to answer conversations from Slack?
How to use Dashboard Apps?
How to enable video calls with Dyte integration?
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Use reports and analytics to measure team performance, conversation volume, response times, and customer support quality.
Reports
How to read Overview Reports (realtime)?
How to read CSAT Reports?
How to read Conversations Reports?
How to read Bot Reports?
How to read SLA Reports?
Create, organize, and publish help center articles so customers can find answers on their own.
How to set up a Help Center?
How to setup an SSL certificate for your Help Center's custom domain?
Embedding videos in Help Center
Practical recommendations to help your team get better results from Chatwoot.
Assigning conversations in a round-robin fashion.
Working with command bar
Working with keyboard shortcuts
Group your contacts into custom segments.
Group chats with filters, save as folders
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Learn how to set up and use Captain, Chatwoot’s AI agent for customer support.
Captain
Introduction to Captain
Creating an assistant with Captain
Creating a document in Captain
Creating an FAQ with Captain
How to use Captain Memories?
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Guides to help with a smooth transition from other platforms, such as Zendesk, Freshdesk, Intercom, etc, to Chatwoot.
Migrations
How to migrate from Intercom to Chatwoot?
How to migrate from Front to Chatwoot?
How to migrate from Freshdesk to Chatwoot?
How to migrate from Zendesk to Chatwoot?
Additional guides and references to help you get the most out of Chatwoot.
Which cookies are used by Chatwoot?
Mobile app for Android
Mobile app for iOS
Enterprise Edition
Languages supported in Chatwoot
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Step-by-step guides for common tasks and specific use cases in Chatwoot.
How To
Purchasing a Paid Self-Hosted Chatwoot License: A Step-by-Step Guide
How to Find Your Personal Access Token in Chatwoot
How to Embed Your Help Center Articles in the Live Chat Widget
How to Change Your Email Address in Chatwoot
How to Remove the Free Usage Limit Exceeded Message in Chatwoot