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Chatwoot setup

Skill fxckcode/chatwoot-skills/skills/chatwoot-setup

Agent skills for Chatwoot. Integrate Chatwoot into any system — channels, live chat, Captain AI, webhooks, API, and migrations.

Install
npx -y skills add fxckcode/chatwoot-skills --skill chatwoot-setup

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What its author says it does

Copied from the file, not written here

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

  1. Go to https://app.chatwoot.com and sign up
  2. Confirm email and set workspace name
  3. Complete or skip onboarding wizard

See articles/setup-account/create-your-chatwoot-account.md.

Profile & General Settings

SettingArticle
Personal profilearticles/setup-account/customizing-your-personal-profile.md
General settingsarticles/setup-account/customizing-your-general-settings.md
Notificationsarticles/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.

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