Use Case

Omnichannel engagement without the chaos

Chatwoot unifies email, chat, WhatsApp, SMS, Facebook, and Instagram in one inbox. Keep responses consistent with Captain and automations.

  • One inbox for every channel
  • Routing by inbox, labels, language, country, and campaign
  • Captain drafts replies across channels

Key outcomes

Consistent voice

Macros, canned responses, and Captain drafts keep tone aligned across channels. Captain credits come with paid plans.

Clear ownership

Assignments, teams, and collision detection prevent double replies.

Campaign-aware

Route with the campaign condition, labels, and custom attributes to keep marketing, sales, and support aligned.

Report across channels

Compare volume, SLAs, and CSAT across channels in one dashboard.

Powered by core features

The features that make omnichannel engagement seamless.

Unified Inbox
WhatsAppEmailInstagram
ML

I placed an order yesterday but haven't received a confirmation email yet.

WhatsApp · 10:22 AM

Captain suggestion

Hi Maria, I found your order #4821. The confirmation was sent to your email at 10:05 AM. Could you check your spam folder? I can also resend it right now.

Use draftEdit
Captain suggested label: order-status · Rule assigned Support Team A

Channel context

Channel

WhatsApp

Label

order-status

Language

English

Unified Inbox

One inbox, every channel

Teams triage WhatsApp, SMS, and email in one view, keeping ownership clear and tone consistent across channels.

  • Filter conversations by inbox, label, priority, or assignment
  • Label chips surface context before you open the thread
  • Assignments visible for WhatsApp and email threads side by side
  • Canned responses are shared account-wide so answers stay consistent everywhere
Analytics

Cross-channel reporting

Reports reveal which channels need more staffing or training so leaders can adjust fast.

  • Compare response times across chat, WhatsApp, SMS, and email
  • CSAT breakdowns by channel show where quality diverges
  • SLA reports on Business and Enterprise pinpoint staffing gaps per channel
Channel Performance

Avg. Response Time

Chat
45s
WhatsApp
1m 12s
SMS
1m 30s
Email
3m 20s

CSAT by Channel

4.6

Chat

4.5

WhatsApp

4.3

SMS

4.4

Email

Plays to launch

Concrete plays your team can use immediately.

Social and messaging coverage

Handle social DMs with the same rigor as email.

  • Connect WhatsApp, Facebook, and Instagram
  • Use labels and inbox conditions to route to the right team
  • Respond with canned responses and macros

Campaign inbox

Coordinate responses to launches or promos.

  • Add labels with an automation rule using the campaign condition
  • Route to the campaign team and track it against an SLA policy
  • Monitor volume and response times in the live view

Language-aware routing

Serve global audiences without delays.

  • Match on browser language or country
  • Route to local teams, and let Captain translate drafts
  • Keep canned responses consistent across teams

Toolkit

Features, integrations, and controls that make this use case stick.

Channel depth

Native connectors for WhatsApp, email, SMS, Instagram, Facebook, plus chat widget and APIs.

Automation ready

Automation rules for routing and replies plus SLA policies, both on Business and Enterprise. Captain drafts replies and suggests labels.

Analytics rollups

Cross-channel dashboards for response times, SLA breaches, and CSAT so leaders can course-correct quickly.

Common questions

Practical answers teams ask before rolling this out.

Will Chatwoot replies respect channel nuances?

Canned responses are shared across the whole account rather than set up per channel, so you write one version and agents adapt it as they send. Captain drafts replies inside the conversation and an agent reviews before sending.

How do we avoid double replies?

Collision detection, assignments, and notes make ownership clear. Team views show who is active where.

Can Chatwoot measure cross-channel performance?

Reports show conversation volume, response times, and CSAT by inbox and in aggregate, so you can staff and train effectively. SLA reports are available on the Business and Enterprise plans.

How do we localize content?

Automation rules can route by browser language or country, you can keep localized canned responses, and Captain can translate a draft before an agent sends it.

How fast can we roll this out?

Start with one inbox, turn on Captain so agents get drafts, then add automation rules per inbox as you go. Automation rules are available on the Business and Enterprise plans.

Related resources

Unify your channels in one week

Bring your current tools and we will migrate a queue and prove the response time gains.