Chatwoot integration
Receive and reply to customer messages with Chatwoot. Use Chatwoot from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New Incoming Message - ZoftAgent or workflow decides what happens next
- Then in ChatwootSend Message
- AndCustom API Call
Zoft + Chatwoot
What Zoft can do with Chatwoot.
- 01Voice agentsA phone agent can use Chatwoot actions such as Send Message and Custom API Call during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Chatwoot while it talks to the customer.
- 03WorkflowsStart a workflow when “New Incoming Message” happens in Chatwoot, or use Chatwoot as any step on the canvas.
- 04AI employeesAn AI employee can find and use Chatwoot actions on its own, and ask for your approval before it sends or changes anything important.
Actions 2
Things Zoft can do in Chatwoot.
- Send MessageSend a message reply to a Chatwoot conversation
- Custom API CallMake a custom API call to a specific endpoint
Triggers 1
Events in Chatwoot that can start a workflow.
- New Incoming MessageTriggers when a contact sends a new message in a Chatwoot conversation
Setup
Connect Chatwoot in three steps.
- 01ConnectChoose Chatwoot in Connections and enter the account details Chatwoot asks for, such as a store name or token.
- 02Put it to workAdd Chatwoot as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Chatwoot on Zoft, answered.
What can Zoft do with Chatwoot?
Zoft supports 2 actions and 1 trigger for Chatwoot. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Chatwoot to Zoft?
Choose Chatwoot in Connections and enter the account details Chatwoot asks for, such as a store name or token.
Can a voice agent or chat agent use Chatwoot?
Yes. Once Chatwoot is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Chatwoot without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.