Set up a Chatwoot connector

C1 provides identity governance for Chatwoot. Integrate your Chatwoot instance with C1 for unified visibility and governance over user access.

C1 provides identity governance for Chatwoot. Integrate your Chatwoot instance with C1 for unified visibility and governance over agent access to teams.

Capabilities

Resource	Sync	Provision
Agents
Teams

The connector syncs every agent on the account (both agents and administrators), every team, and each team’s membership. Pending agents that have been invited but have not yet accepted appear as disabled until they confirm.

Gather Chatwoot credentials

To configure the Chatwoot connector, you need an account on the Chatwoot installation whose token can read agents and teams. Administrator access is recommended so the token can see every agent and team on the account.

1. Sign in to Chatwoot and open Profile Settings from the account menu.

2. Open the Access Token section and copy your personal access token. This token is sent to Chatwoot in the api_access_token header.

3. Note the numeric account ID from the dashboard URL. When you are viewing the account it appears as /app/accounts/<account-id>.

Configure the Chatwoot connector

Cloud-hosted

Follow these instructions to use a built-in, no-code connector hosted by C1.

1. In C1, navigate to Integrations > Connectors and click Add connector.

2. Search for Chatwoot and click Add.

3. Choose how to set up the new Chatwoot connector.

4. Set the owner for this connector.

5. Click Next.

6. Find the Settings area of the page and click Edit.

7. Enter the Chatwoot credentials:

   • Base URL: Your Chatwoot origin. Use https://app.chatwoot.com for Chatwoot Cloud, or your own origin for a self-hosted installation.
   • Account ID: The numeric account ID from the dashboard URL.
   • API access token: The personal access token you copied from Profile Settings.
8. Click Save.

9. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

Done. Your Chatwoot connector is now pulling access data into C1.

Self-hosted

Follow these instructions to run the Chatwoot connector in your own environment.

1. Create a secret for the Chatwoot personal access token.

2. Configure the connector with:

   • Base URL (chatwoot-base-url): Your Chatwoot origin, e.g. https://app.chatwoot.com.
   • Account ID (chatwoot-account-id): The numeric account ID.
   • API access token (chatwoot-api-token): Your Chatwoot personal access token.
3. Deploy the connector using your standard self-hosted connector process.

Done. Your Chatwoot connector is now pulling access data into C1.