Home Setup account

Setup account

Get started with Chatwoot. This section guides you through the basic setup and introduces fundamental concepts in Chatwoot.
Pranav Raj
By Pranav Raj
• 6 articles

Creating a Chatwoot Account

This guide will help you create your account on Chatwoot cloud or any self-hosted Chatwoot installations. I am using the self-hosted version​ If you are using a self-hosted Chatwoot installation, you may directly open the URL {your_installation_url}/app/auth/signup. P.S. We have a wholly different guide for self-hosted Chatwoot. I am using the cloud version​ Step 1. If you would like to use Chatwoot cloud, you can open chatwoot.com and click on the "Create a free account" button. This button takes you to the signup page. Or, use this sign up link. Step 2. Fill up the signup form presented to you. The fields required in the signup form are as explained below. Fill up the fields one-by-one. 1. Full Name Enter your full name. For, e.g., John Hopkins. 2. Work email Enter a valid work e-mail address. For, e.g., john.hopkins@companyname.com. 3. Account name Enter the name of your company. For e.g., Wayne Enterprises. 4. Password Password must contain at least one uppercase character (A-Z), at least one numeric character (0..9), and at least one special character (!@#$%^&*()_+-=[]{}\|'"/\^.,<>:;?~). 5. Confirm password Confirm password should match with the password entered above. Step 3. After signing up, you would be automatically logged into the dashboard. To complete the signup, you need to verify your email address. You will receive an email with the subject Confirmation Instructions from Chatwoot, as shown below. Step 4. Click on the Confirm my account button. You will be taken to your Chatwoot dashboard. Next steps​ We recommend you follow the steps below to set up your account and get the full power of Chatwoot. You can also go through the Chatwoot 101 lessons to learn the ins and outs of effective customer engagement using Chatwoot. - Configure your profile: Set your name, picture, password, and more. - Configure account details: Setup your account’s name, language, etc. - Add Agents: Add your team members to your account to help manage conversations. - Add Inboxes: Add your conversation inboxes/channels like website widget, Facebook, WhatsApp, etc. - Configure your chat widget: Personalize your website chat widget. - Add Teams: Setup your teams like Sales, Services, Product, etc. - Add Labels: Setup labels for categorizing your contacts/conversations. - Add Canned Responses: Create your saved reply templates for frequently asked questions. - Integrations: Integrate Chatwoot with your favorite apps, or use Webhooks. - Applications: Connect your account with applications for better workflows.

Last updated on Feb 29, 2024

Customizing your personal profile

This guide explains how to set up your personal profile with your image/avatar, display name, personal message signature, password and more. You can find the Profile Settings page on the bottom left corner of your dashboard. Update your Agent profile​ This section helps you update your Agent profile on Chatwoot. This updated information will be used on the dashboard, live-chat widget, and all external communication emails. The fields in the section are described below. 1. Profile Image Upload your headshot here. If you want to leave this empty, the system will take Gravatar Image if available. 2. Your full name Provide your full name. e.g.: John Hopkins. 3. Display Name Provide the name you would like to be displayed on your conversations/emails. For e.g. John H. 4. Your email address This email address will be used to login to Chatwoot and send notifications. Note: If you update your email address, then the system will log you out. You need to log in again with the updated email address and password. Click on Update Profile to save the changes. If the changes are successful, you will see a success message. Set your omnichannel personal message signature​ To craft and use your personal message signature, follow this guide. Set/reset your password​ As a security measure, you need to provide your existing password to change it to a new one. If you have forgotten the old password, you can log out of the system and reset the password. Password must contain at least one uppercase character (A-Z), at least one numeric character (0..9), and at least one special character (!@#$%^&*()_+-=[]{}|'"/^.,<>:;?~). Choose how you want to send messages Update your hotkey preferences from this section. You can choose to send messages using either of the hotkeys:  Enter or Cmd/Ctrl+Enter. Set the notification preferences​ You receive three types on notifications from Chatwoot––Audio, email and push notifications. You can review the Notifications settings and check the boxes according to your preferences. Next: Updating your General settings

Last updated on Feb 29, 2024

Adding teams

Teams let you organize your agents into groups based on their responsibilities. A user can be part of multiple teams. You can assign conversations to a team when you are working collaboratively. To start adding teams, follow the steps described below. Step 1. Go to Settings → Teams → Create new team. Step 2. You will see the screen shown below. Give your team a name and description as per your needs. The fields are described here: 1. Team Name Assign a name for the team. For e.g., Sales, Support, Engineering. 2. Team Description Give a short description about the team. For e.g., Team to resolve queries related to sales of Hopkins products. 3. Auto assign check box Tick this box if you would like to auto assign the conversations to this team. If this is not ticked, the conversation will remain as unassigned. Click "Create Team". Step 3. Add agents to this team. Whenever a conversation is assigned to this team, all the added agents will be notified. Select the Checkboxes for Agents needed for this team. Click on ‘Add Agents’. Only these agents will be able to see these teams on their screen. Step 4. Click on 'Finish' on the next screen. You will be able to see the team added to your list of teams. How to modify or delete a team? Step 1. Open the list of your teams from Settings → Teams. Locate the team you want to edit. Click the Edit button (pencil icon) if you want to edit it. Click the delete button (red cross icon) if you want to delete it. Step 2. If you are editing the team's info, you will be taken through the same steps while adding a team. Edit information as needed. Click on the update button. If you want to discard the changes, click the "Back" button from the top-left of screen.

Last updated on Feb 29, 2024