Hi guys! I hope you are doing well. I’ve been meaning to make a tutorial on Chatwoot for a while, and I finally got the time to put thoughts on paper. Chatwoot is an Open-source customer engagement suite, an alternative to Intercom, Zendesk, Salesforce Service Cloud etc. If you wish to understand what chatwoot is and how to efficiently use and integrate it with other tools like Slack? Then keep on reading as this article is exactly what you’re looking for. I hope you find this useful. Leave a comment if you find this useful or have any feedback! Let’s dive in.

Table of content

1. What is Chatwoot?
2. What is Chatwoot used for?
3. How can you use Chatwoot?
4. How to use Chatwoot with Slack ?

What is Chatwoot?

Chatwoot is an open-source customer communication platform with the purpose of helping individuals and companies engage their customers on their website, Facebook page or Twitter.

The project was first initiated in 2016 but failed to succeed as a business, then closed in 2017. It was during the 2019 #Hacktoberfest that the maintainers decided to make it open-source.

What is Chatwoot used for?

A good customer management relationship is essential for the success of every business. Most businesses that fail are not because they provide unnecessary products but instead because of a lack of efficient customer support. This is how chatwoot comes in, as with many other features such as conversation channels like Facebook and Twitter. To understand better, read more on chatwoot and other uses. But if you are already familiar with chatwoot, you can skip this part and continue reading.

How can you use Chatwoot?

It's pretty easy to use this tool. It has a well-documented section that provides you all the necessary support. Well, practicing is more valuable than talking, so let's get started. But I divided this article into two sections. Today I will show you how to use chatwoot with Slack. In another article, we will talk about chatwoot with Rasa and DialogFlow. So prepare your cup of tea while we go.

How to use Chatwoot with Slack?

I like using Slack, so I always like to manage my customer's conversations without leaving the workspace. In order to integrate slack, you first need to do the following.

1. Go to the chatwoot website and create and verify an account. Make sure to fill in all the necessary information.

2. Connect to your account and navigate to inboxes->Integration

3. Click on the connect button.

4. Enter the address of the workspace you wish to integrate with and click on next. If you don't have a workspace yet, read how to create a slack workspace before coming back.

5. In the window that opens, chatwoot will request some permission in order to access your workspace. Scroll down and click on allow.

6. If you get a screen as seen below, then congrats :) your integration is working well, so Chatwoot will now sync all the incoming conversations into the customer-conversations channel inside your slack workplace.

Hopefully, you settle everything correctly, and everything should be okay. But if in doubt, make sure to go through the steps again before moving to the next section, which is how to use Chatwoot with Rasa. Equally, if your main objective was to set up chatwoot with Slack, then you can stop here. However, I highly recommend you learn how to use it with other tools apart from Slack as it will be beneficial for your customers and your business in that you may have many customers using different communication channels. Enough of chit-chat; let's move on to the next step now.

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