# Chatwoot setup and integration

Manage customer conversations and team handover in one inbox.

Canonical page: [Chatwoot setup and integration](<https://webifyer.net/platforms/chatwoot/>)

Catalog content review date: 2026-10-07.

## Setup service

We set up Chatwoot around the task you want to complete. Manage customer conversations and team handover in one inbox. Your scope includes the deployment, selected access and configuration, a practical first-use check and a usable handover.

## Category

Customer support

## What we can set up

- Configure the selected support workspace
- Set up agreed request sources and assignment rules
- Test an incoming request and team handover

## What we configure and deliver

- Confirm the task, hosting choice and required product edition
- Deploy and configure the selected option
- Set up agreed user access and the first operating workflow
- Test the defined scope and hand over accounts and instructions

## What we confirm first

- The intended users and a clear first task
- The data, content or connected-service accounts needed for the selected task
- A decision on hosting, product edition and maintenance responsibilities

## Where it runs

- Your server or an agreed dedicated environment
- Resources selected for the workload and supporting services
- Backup, updates and monitoring included where agreed

## Ownership and access

- Your hosting and connected accounts can remain under your control
- Deployment configuration and administrator access are documented
- Vendor software and assets retain their applicable license terms

## Ongoing costs

- One-time setup and any agreed migration or custom connections
- Hosting and applicable vendor or connected-service charges
- Optional maintenance, updates and support

## Frequently asked questions

### What does a Chatwoot setup include?

We agree the intended task, users, hosting and configuration before quoting. The delivery includes a first-use check, access handover and operating instructions. Data migration and additional connections are named separately in the scope.

### Who owns the accounts and hosting?

We can set up the deployment in accounts you control and document administrative access. The software remains subject to its vendor license; hosting, updates and support responsibilities are agreed separately.

### What ongoing costs should we expect?

Expect the selected hosting and any vendor edition, storage, model, email or connected-service charges that your setup uses. We separate those costs from implementation and optional support in the proposal.

## Relevant links

- [Discuss Chatwoot setup](<https://webifyer.net/contact/?platform=chatwoot>)
- [All platform setup services](<https://webifyer.net/platforms/>)
- [Enquiry Capture & Follow-up](<https://webifyer.net/solutions/enquiry-capture-follow-up/>): Turn incoming enquiries into organized records, assigned next steps and follow-up drafts for your team.
- [Email Request Intake & Questionnaire](<https://webifyer.net/solutions/email-request-intake-questionnaire/>): Read emailed requests, identify missing details and prepare the questions needed for a useful handover.
- [Chatwoot official website](<https://www.chatwoot.com/>)
- [Chatwoot vendor documentation](<https://www.chatwoot.com/docs/self-hosted/>)

## Text navigation

- [This page's reading guide](<https://webifyer.net/platforms/chatwoot/llms.txt>)
- [Webifyer site reading guide](<https://webifyer.net/llms.txt>)