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How to integrate Chatwoot

The AI agent can also communicate with customers via an external CRM system that already has messaging channels set up (e.g., WhatsApp or Telegram), allowing all messages to be managed in a single operator interface. Integration with Chatwoot enables the AI agent to connect to an external communications platform managed through Chatwoot, a simple CRM and helpdesk system.

What is Chatwoot?

Chatwoot is a CRM and communication platform that allows operators to chat with customers across various channels (WhatsApp, Telegram, Email, etc.) in one interface.

Flametree integrates with Chatwoot in two modes:

  1. Chatbot — the AI agent automatically replies to user messages
  2. Copilot — the AI agent suggests draft replies, and the operator decides whether to send or edit them

Step 1: Prepare Parameters in Chatwoot

You will need the following:

ParameterWhere to Find It
Chatwoot URLServer URL where Chatwoot is deployed (e.g., https://chat.example.com)
API TokenChatwoot admin token
Account IDAccount (tenant) ID in Chatwoot
Inbox IDChannel (inbox) ID, e.g., WhatsApp or Telegram
Integration Typechatbot or copilot — defines the agent’s operating mode

A single Chatwoot account may contain multiple inboxes. If you want to connect both WhatsApp and Telegram, create two separate integrations.

Step 2: Add the Integration in the Platform

  • Go to the Integrations section
  • Find the Chatwoot integration type
  • Click Add +
  • Fill in the following fields:
FieldDescription
Name, DescriptionCustom name and description for the integration
Chatwoot URLChatwoot server URL
API KeyAdmin access token
Account IDChatwoot account ID
Inbox IDID of the channel used for communication
Integration Typechatbot — agent replies directly; copilot — agent suggests drafts

Operating Modes

ModeAgent Behavior
chatbotThe agent replies directly to the customer
copilotThe agent prepares a draft response; the operator can edit and send it