How to Use Chatwoot

A beginner-friendly guide to getting started with Chatwoot in 2026.

Price Free plan available

Best For startups, small businesses, privacy focused companies

Rating ★★★★ 4.4/5

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Getting Started: Step by Step

Create your Chatwoot account

Visit Chatwoot's website and sign up for a free account. You'll need an email address to get started.

Set up your workspace

Once signed in, configure your Chatwoot workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.

Explore live-chat

One of Chatwoot's key features is live-chat. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore omnichannel-inbox

One of Chatwoot's key features is omnichannel-inbox. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore ai-assist

One of Chatwoot's key features is ai-assist. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Integrate with your existing tools

Connect Chatwoot with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.

Start using it for real work

Now that you're set up, start using Chatwoot for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.

Pro Tips

Start with the free plan or trial to explore Chatwoot's capabilities before committing to a paid subscription.
Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
Check Chatwoot's official documentation and community forums for advanced tips and best practices.
Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.