Chatwoot setup
Agent skills for Chatwoot. Integrate Chatwoot into any system — channels, live chat, Captain AI, webhooks, API, and migrations.
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What its author says it does
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Set up a Chatwoot account, configure agents, teams, inboxes, labels, roles, SAML SSO, and notification preferences. Use when the user needs to create or configure a Chatwoot workspace.
SKILL.md
2.3 KB, 479 tokens by cl100k_base, as published. Nobody here has run it
Chatwoot Setup
Set up and configure a Chatwoot workspace for production use.
Account & Workspace
- Go to https://app.chatwoot.com and sign up
- Confirm email and set workspace name
- Complete or skip onboarding wizard
See articles/setup-account/create-your-chatwoot-account.md.
Profile & General Settings
| Setting | Article |
|---|---|
| Personal profile | articles/setup-account/customizing-your-personal-profile.md |
| General settings | articles/setup-account/customizing-your-general-settings.md |
| Notifications | articles/setup-account/setting-up-notifications.md |
Agents
Add agents via Settings → Agent Management:
- Agents receive email invitations
- Roles: Agent (default), Administrator (full access)
- Granular roles available in v3.18+ (
articles/features-explained/manage-team-access-control-with-flexible-role_based-permissions.md)
See articles/setup-account/adding-agents.md.
Teams
Settings → Teams → Create team, add agents:
- Route conversations to specific teams
- Filter by team in reports
See articles/setup-account/adding-teams.md.
Inboxes
Settings → Inboxes → Add inbox:
- Each inbox connects to a channel (WhatsApp, Email, Website, etc.)
- Configure auto-assignment, collaborators, and business hours
See articles/setup-account/adding-inboxes.md.
Labels
Settings → Labels:
- Color-coded categories for conversations
- Apply from conversation side panel
- Display on sidebar for filtering
See articles/features-explained/how-to-add-labels.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.
SAML SSO
Enterprise feature:
- Settings → Login & Authentication
- Supports Okta, Azure AD, Google Workspace
See articles/advanced-features/setting-up-saml.md.
Agent Capacity
Limit concurrent conversations per agent:
- Settings → Agent Capacity
- Prevents overload
See articles/advanced-features/agent-capacity.md.
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.