How To

Purchasing a Paid Self-Hosted Chatwoot License: A Step-by-Step Guide

Chatwoot Products Overview Chatwoot offers two product options to suit your needs: 1. Chatwoot Cloud Version: We handle all the infrastructure and maintenance so you can focus on your business operations. Simply visit chatwoot.com, sign in, and you'll be ready to send your first message in under 5 minutes. 2. Chatwoot Self-Hosted Version: This option gives you full control, with your team responsible for hosting the software on your own servers and managing maintenance. We don't have access to these instances, ensuring your data remains completely within your environment. The self-hosted version provides you with complete data sovereignty while still delivering all the powerful features of Chatwoot. Our self-hosted version comes in two tiers: - Premium Self-Hosted Version: Access all PRO features including Captain AI and SLAs, plus receive premium support throughout your Chatwoot journey. - Free Self-Hosted Community Edition: Available under the MIT License, this version is completely free to use. Set it up using our developer guide at https://developers.chatwoot.com/self-hosted. Note that this version doesn't include premium support—you'll need to handle hosting, maintenance, and troubleshooting independently. How to Purchase a Premium License for Your Self-Hosted Chatwoot Account STEP 1: After self-hosting your Chatwoot instance, access your Super Admin panel by visiting https:///super_admin and log in. STEP 2: Click on the settings button in the left navigation bar to access your settings page. STEP 3: On the settings page, click the "Manage" button to purchase a premium license. STEP 4: Select a pricing plan that best suits your requirements and complete the payment process. STEP 5: After payment, return to your settings page to verify that the correct pro plan has been activated for your account. Enjoy your Chatwoot experience! If you have any questions along the way, please feel free to reach out to our support team. We'll be happy to assist you!

How to Find Your Personal Access Token in Chatwoot

Chatwoot provides a comprehensive set of free, publicly available APIs for all users. You can explore our complete API documentation here. To make API calls to your Chatwoot account, you'll need a Personal Access Token for authentication. This guide will walk you through the process of locating your access token. Important Note: You must have administrator privileges on your account to access your Personal Access Token. Step 1: Access Your Profile Click on your avatar image in the bottom left corner of the screen to open your profile menu. Step 2: Open Profile Settings From the profile menu, select "Profile Settings" to view all your profile configuration options. Step 3: Locate Your Access Token Scroll to the bottom of the Profile Settings page to find your Personal Access Token. Using Your Access Token Once you've located your token: 1. Copy the access token 2. Include it in your API request headers for successful authentication 3. Keep your token secure and never share it publicly Your Personal Access Token serves as your unique identifier for all API interactions with your Chatwoot account, so treat it with the same security as you would a password.

How to Embed Your Help Center Articles in the Live Chat Widget

Want to integrate your help center articles directly into your live chat widget? This powerful feature lets customers access support content without leaving the chat interface, creating a seamless support experience. Chatwoot offers a built-in feature that makes this integration simple. Follow this step-by-step guide to embed your help center in your Chatwoot live chat widget. Prerequisites Before you begin, ensure you have: - An active Chatwoot account with admin access - A configured live chat inbox Step 1: Set Up Your Help Center First, you'll need to create and configure your help center in Chatwoot. 1. Follow the detailed help center setup guide to create your help center 2. Add your first help center article to test the integration 3. Once your help center is ready with at least one article, proceed to Step 2 Step 2: Access Inbox Settings Navigate to your inbox configuration: 1. Go to the Settings section in your Chatwoot dashboard 2. Click on Inbox Settings from the vertical navigation bar Step 3: Open Live Chat Settings Locate and access your live chat inbox settings: 1. Find your Live Chat inbox in the list 2. Click the settings icon (⚙️) next to your Live Chat inbox name Step 4: Configure Help Center Integration Connect your help center to the widget: 1. Scroll down to locate the "Help Center" section 2. Click on the dropdown menu 3. Select the help center you want to embed in the widget 4. Ensure the correct help center is selected Step 5: Save Your Changes Finalize the configuration: 1. Click the "Update" button to save your settings 2. Wait for the confirmation message Verify Your Setup After completing all steps: 1. Navigate to your live chat widget (either on your website or in preview mode) 2. Look for the help center integration within the widget interface 3. Test by accessing and reading articles directly from the chat widget Congratulations! Your customers can now access help center articles without leaving the chat experience, improving support efficiency and user satisfaction.

How to Change Your Email Address in Chatwoot

Chatwoot allows you to update the email address associated with your account at any time. This includes changing the original email address you used when creating your Chatwoot account. Follow this step-by-step guide to securely update your email address. Important: After changing your email address, you'll need to verify the new address before it becomes active. Step 1: Access Your Profile Click on your avatar image in the bottom left corner of the screen to open your profile menu. Step 2: Open Profile Settings From the profile menu, select "Profile Settings" to view all your profile configuration options. Step 3: Update Your Email Address In the Profile Settings page, locate the "Email Address" field. Clear your current email address and enter your new one, making sure it's spelled correctly. Step 4: Save Your Changes - Click the "Update" button to save your new settings - Wait for the confirmation message Step 5: Verify Your New Email Address Email verification is required: - Check your new email inbox for a verification message from Chatwoot - Open the verification email - Click on the verification link provided in the email - This will confirm your new email address Final Step: Sign In with Your New Email Once verification is complete: - Sign out of your current Chatwoot session - Sign back in using your new email address and existing password Success! Your email address has been updated and verified. You can now use your new email for all Chatwoot communications and logins.

How to Remove the Free Usage Limit Exceeded Message in Chatwoot

Chatwoot offers a generous Hacker Plan (free tier) for all users. However, this free plan includes specific limitations to ensure fair usage across all accounts. Free Plan Limitations The Hacker Plan includes the following restrictions: - Maximum of 2 agents per account - 1 inbox only - specifically the Live Website Chat inbox - No access to other inbox types such as WhatsApp, Facebook Messenger, API, or Email inboxes - No access to PRO features like Captain AI, advanced roles, and other premium functionality What triggers the usage limit message? If you exceed any of these limitations, your account will display a "free usage limit exceeded" message, restricting access to certain features. Two Ways to Remove the Message You have two options to resolve the usage limit exceeded message: 1. Upgrade to a paid plan (recommended for growing teams) 2. Manually remove PRO features to comply with free plan limits Option 1: Upgrade Your Account to a Paid Plan Step 1: Access Billing - Click the "Open Billing" button within the free usage exceeded message - This will redirect you to your billing page Step 2: Open Billing Portal - On the billing page, click "Go to Billing Portal" Step 3: Update Subscription - In the billing portal, click "Update Subscription" Step 4: Select Your Plan - Choose a paid plan that meets your needs Step 5: Complete Payment - Click "Continue" to proceed - Fill in your billing information accurately - Complete the purchase process Verification Once your paid plan is active, the free usage limitation message will be removed automatically. You can then return to your Chatwoot dashboard and confirm that all features are now accessible. Option 2: Manually Remove PRO Features If you prefer to stay on the free plan, follow these steps to remove features that exceed the Hacker Plan limits. Remove Extra Inboxes Step 1: Access Inbox Settings - Navigate to Settings in your left sidebar - Click on Inbox Settings Step 2: Review Your Inboxes Check your current inbox configuration: - Ensure you have only 1 inbox - Verify the inbox type is Live Website Chat Step 3: Remove Extra Inboxes - Identify any additional inboxes beyond the first one - Click the trash icon next to each extra inbox name - Confirm the deletion when prompted Remove Extra Agents Step 4: Access Agent Settings - Navigate to Settings in your left sidebar - Click on Agent Settings Step 5: Review and Remove Extra Agents - Check if you have more than 2 agents in your account - Identify which agents to remove (keep the most essential ones) - Click the trash icon next to each extra agent's name - Confirm the removal when prompted Verification After removing extra inboxes and agents, the free usage limitation message should disappear. Return to your Chatwoot dashboard and verify that you can access all free-tier features. Success! Your account should now be compliant with the free plan limitations, and you can continue using Chatwoot without restrictions.