The Chatwoot integration block allows you to open a Chatwoot widget, enabling users to directly communicate with a human. This feature adds a Live Chat layer to your Agent Dialog on release0.com.

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Requirements

To use this integration, ensure the following prerequisites are met: Chatwoot Account: Create an account on Chatwoot. Website Inbox: Set up a “Website” inbox in your Chatwoot account.

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Steps to Create a Website Inbox

  1. Log in to your Chatwoot account.
  2. Navigate to the Settings.
  3. Select Inboxes and click on Add Inbox.
Release0.com - Chatwoot setup add inbox
  1. Then in the Choose channel section, select Website.
Release0.com - Chatwoot setup choose channel
  1. Fill in the required details, such as the inbox name and website URL.
  2. Click on Create Inbox to finalize the setup.
  3. Then copy your Website Token from the Inbox Settings. This will be used to connect your Chatwoot block in your agent flow with your Chatwoot.
Release0.com - Chatwoot setup create inbox
Release0.com - Chatwoot setup block

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Setup Instructions

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1. Insert a Chatwoot Block

Place the Chatwoot Block in your Agent Dialog wherever you want the widget to be triggered.
Release0.com - Open chatwoot

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2. Obtain Your Website Token

To locate your website token:
  1. Go to your Chatwoot dashboard.
  2. Navigate to Inbox Settings of your created Website Inbox.
  3. Copy the Website Token.

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3. Prefill User Information

You can use collected variables to prefill user information in Chatwoot by setting values in the Set User Details section.
  • Example: If you set the Email input to john@gmail.com, Chatwoot will associate the email with the current user.

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Custom Attributes

Chatwoot supports custom attributes, which allow you to enhance user interactions. These attributes will be automatically filled by your Agent Dialog.

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Example: Result URL

You can link the current Result URL to the Chatwoot conversation by adding the following custom attribute:
  • Applies to: Contact
  • Display Name: Agent Result URL
  • Key: Agent_result_url
  • Description: Release0 result URL that points the user on Release0, before triggering the Chatwoot widget
  • Type: Link
Release0.com - Chatwoot custom attributes

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Setting User Behavior

When prefilling user information, you can specify how the user ID is handled:
  1. Default Behavior: If the ID input is left empty, Chatwoot will use either:
    • The user’s Email.
    • The Result ID from your Agent Dialog.
  2. Avoid Duplicate Contacts: Setting the Email as the ID ensures contacts are properly merged and prevents duplicates in Chatwoot.

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Validation and Testing

Before deploying the integration, ensure the following:
  • The Chatwoot Block is correctly configured in your Agent Dialog.
  • The Website Token is accurate and functional.
  • Custom attributes, such as the Result URL, are correctly passed to Chatwoot.
  • Prefilled user information appears correctly in the Chatwoot conversation.
Note: If issues persist, refer to the Chatwoot Documentation or contact their support team.