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🚀 Getting Started with Chatwoot

Welcome to Chatwoot! This quick guide will help you get familiar with the platform, from first login to basic conversation management.

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1. Accessing the Platform

After installation and domain configuration, access Chatwoot through your browser:
  • With SSL (recommended): https://chat.yourdomain.com
  • Without SSL (local testing only): http://YOUR-IP:3000

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2. Creating Your First Admin Account

If this is your first time accessing the platform, you’ll need to create an admin account:
  1. On the login screen, click “Create New Account”
  2. Fill in your company information (Account Name, Domain, etc.)
  3. Create your admin user (Name, Email, Password)
  4. If email service is configured, you’ll receive a confirmation email. Click the link to activate your account.

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3. Interface Overview

Upon login, you’ll see the main Chatwoot dashboard. The interface is intuitive and organized to facilitate support management:
  • Left Sidebar: Quick access to Inboxes, Conversations, Contacts, Reports, Automations, and Settings
  • Center Area: Displays conversation list or selected section content
  • Conversation Panel (when opening a conversation): Contact details, message history, agent information, and quick actions

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4. Creating Your First Inbox (Channel)

An Inbox is a communication channel (e.g., website chat, WhatsApp, Facebook) where you receive messages from your customers.
  1. In the sidebar, click “Inboxes”
  2. Click “Add Inbox”
  3. Choose the type of channel you want to configure (e.g., Website, WhatsApp, Facebook, Email)
  4. Follow specific instructions for each channel. For example, for a website chat, you’ll receive a code to embed on your site
  5. Assign agents to your new Inbox so they can start receiving and responding to conversations

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5. Managing Basic Conversations

  • View Conversations: In the sidebar, click “Conversations” to see all interactions
  • Open a Conversation: Click any conversation in the list to see history and respond
  • Reply: Type your message in the text box at the bottom of the conversation panel and press Enter
  • Assign Agent/Team: In the conversation panel, you can assign the conversation to a specific agent or team
  • Change Status: Change conversation status (Open, Pending, Resolved) to organize your workflow

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6. Understanding Contacts

Chatwoot automatically creates a profile for each customer who interacts with you.
  • Access Contacts: In the sidebar, click “Contacts”
  • Contact Details: When clicking a contact, you’ll see their conversation history, contact information, and custom attributes
  • Edit Contact: You can add or edit contact information such as name, email, phone, and labels

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Next Steps

Now that you have an overview, explore the other sections of this guide to deepen your knowledge: