Chatwoot advanced
Configure Chatwoot advanced features — automation rules, webhooks, SLA policies, assignment rules, agent bots, audit logs, dashboard apps, and custom attributes. Use when setting up automation, integrations, or governance features.From its SKILL.md
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Chatwoot Advanced Features
Advanced capabilities for automation, governance, and extensibility.
Automation Rules
Create if-this-then-that rules for conversations:
trigger: conversation_created
conditions:
- attribute: inbox_id
operator: equal_to
value: "1"
actions:
- action: add_label
value: "auto-responded"
- action: send_email_transcript
Available Conditions
- Conversation attributes (status, priority, inbox)
- Message content, contact attributes
- Business hours timing
Available Actions
- Change status, priority, assignee
- Add/remove labels, send message, email transcript
- Mute conversation
See articles/advanced-features/how-to-use-automation.md.
Assignment Rules (V2)
Automatic conversation routing:
- Round-robin: Even distribution
- Capacity-based: By agent workload
- Team-based: Route to specific teams
- Custom rules: Match conditions to assignee
See articles/advanced-features/chatwoot-assignment-v2.md.
Round-robin: articles/best-practices/assigning-conversations-in-a-round_robin-fashion.md
SLA Policies
Define and enforce response/resolution times:
- Settings → SLA → Add policy
- Set FRIT (First Response In Time) and NRT (Next Response Time)
- Configure breach actions (escalate, notify, mark priority)
Setup: articles/advanced-features/service-level-agreemtns.md
Reports: articles/reports/how-to-read-the-sla-reports.md
Webhooks
Receive real-time events from Chatwoot:
# Configure in Settings → Integrations → Webhook
# Events: conversation_created, message_created, contact_created
# POST to your URL with full JSON payload
See articles/apps-integrations/how-to-use-webhooks.md.
Webhook Events
conversation_created,conversation_updatedmessage_created,message_updatedcontact_created,contact_updated
Agent Bots
Automate responses with bots:
- Built-in or custom webhook bots
- Handle common queries before human escalation
- See
articles/features-explained/how-to-use-agent-bots.md
Audit Logs
Track all account changes:
- Who did what and when
- Settings changes, agent actions, system events
- See
articles/advanced-features/how-to-use-audit-logs.md
Dashboard Apps
Embed third-party tools in the Chatwoot sidebar:
- Custom React/Vue components
- Receive conversation context via postMessage
- Execute Chatwoot API calls
- See
articles/apps-integrations/how-to-use-dashboard-apps.md
Custom Attributes
Define custom fields for contacts and conversations:
- Types: text, number, date, dropdown, checkbox
- Use in automations, campaigns, and API
- See
articles/features-explained/how-to-create-and-use-custom-attributes.md
What ships with it
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