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Getting Started with Chatwoot

Last updated on Apr 28, 2026

Welcome to Chatwoot.

This tutorial will help you set up your account and understand the basics you need to start supporting customers. It is designed for first-time users, so you can follow along without any prior experience.

By the end, you will have a working Chatwoot workspace and a clear idea of how to use it for day-to-day customer communication.

What you will learn

In this tutorial, we will cover:

  • Setting up your Chatwoot account

  • Configuring the basic workspace settings

  • Understanding inboxes, conversations, contacts, and agents

  • Responding to customers from a shared inbox

  • Following simple practices for better customer communication

The goal is to help you understand how Chatwoot fits into your support workflow, not just where each feature is located.

Who this tutorial is for

This tutorial is useful for:

  • Teams setting up Chatwoot for customer support, sales, or engagement

  • Founders, operators, and support teams moving customer conversations into one place

  • Anyone preparing to invite teammates or go live with customers

What you will have by the end

After completing this tutorial, you should be able to navigate your workspace, manage basic settings, respond to conversations, and know what to explore next as your team grows.

Before you begin

If you do not have a Chatwoot account yet, sign up for a free trial before starting. If you already have an account, continue to the first lesson.

Let’s get started.