Capabilities
The connector syncs every agent on the account (both agents and
administrators), every team, and each team’s membership. Pending agents that
have been invited but have not yet accepted appear as disabled until they
confirm.
Gather Chatwoot credentials
1
Sign in to Chatwoot and open Profile Settings from the account menu.
2
Open the Access Token section and copy your personal access token.
This token is sent to Chatwoot in the
api_access_token header.3
Note the numeric account ID from the dashboard URL. When you are viewing
the account it appears as
/app/accounts/<account-id>.Configure the Chatwoot connector
- Cloud-hosted
- Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by C1.Done. Your Chatwoot connector is now pulling access data into C1.
1
In C1, navigate to Integrations > Connectors and click Add connector.
2
Search for Chatwoot and click Add.
3
Choose how to set up the new Chatwoot connector.
4
Set the owner for this connector.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Enter the Chatwoot credentials:
- Base URL: Your Chatwoot origin. Use
https://app.chatwoot.comfor Chatwoot Cloud, or your own origin for a self-hosted installation. - Account ID: The numeric account ID from the dashboard URL.
- API access token: The personal access token you copied from Profile Settings.
8
Click Save.
9
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.