Create a Chatwoot conversation via the API channel and build an Agent Bot handoff pattern

domain: developers.chatwoot.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Obtain either a User API key (Profile Settings → Access Token, full permission of the issuing user) or an Agent Bot API key (issued by a system admin), and send it in the api_access_token header
  2. Create a contact, then create a conversation with POST /api/v1/accounts/{account_id}/conversations, supplying the required source_id tied to that contact/inbox plus optional inbox_id, additional_attributes, custom_attributes, status, assignee_id, and an initial message block
  3. Send further messages into the conversation with POST /api/v1/accounts/{account_id}/conversations/{conversation_id}/messages
  4. For a bot integration, receive conversation events via webhooks configured on the Agent Bot, reply through the Create Message API, and flip conversation status from pending to open to hand off to a human agent
  5. Substitute your own self-hosted instance URL in place of app.chatwoot.com if not using Chatwoot Cloud

Known gotchas

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