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In this video clip I will certainly show you just how to unify all leads throughout various platforms right into one solitary inbox and include AI Representatives to help with capability for a human to action in when needed and to classify the intent of the leads.
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⏱ TIMESTAMPS:.
00:00– Introduction & the messaging turmoil trouble.
00:36– What is Chatwoot?
01:55– Chatwoot's vital advantages & functions.
03:36– Organizing on Hostinger: VPS & panel setup.
06:00– Setting Up Chatwoot with Easypanel.
07:45– Chatwoot onboarding & initial login.
08:43– WhatsApp API assimilation summary.
10:04– Setting up WhatsApp Organization API & confirmation.
13:00– Generating and utilizing a permanent token.
16:34– Connecting WhatsApp to Chatwoot & screening.
17:32– Media/image pest & exactly how it's taken care of.
19:26– Attaching Chatwoot to N8N by means of webhook.
20:48– Enabling agent robots in Chatwoot (Superadmin).
22:34– Connecting agent crawler to inbox.
23:35– Online examination: AI representative, Chatwoot & WhatsApp interacting.
35:05– Last thoughts, uses & outro.

25 responses to “The Future of CRMs: Build an AI Agent Lead System with n8n & Chatwoot (Official WhatsApp API)”
please tutorials for skip the creating app on developers accounts
MAKE THAT VIDEO
🤣🤣
Hey Frank, Thank you so much for the tutorial. It was helpful 😇, i have tried with the text message it is working fine, I am trying to do “send whatsApp template” thing mainly for the quick response. Can you suggest me how should i proceed with it. Thanks in advance
You’ll need to add a template name and language code to your payload when sending. Check Meta’s template section for the exact format
Make more video on chatwoot please
On it! 💪 Got more Chatwoot-based workflows coming soon.
Frank, thank you very much for this video. It was really well made and your way explaining things is awesome and very clear. Thank you again. Even if I’ve already had a n8n installed, this video was so helpful with the part related to Meta. Probably the most confusing thing I’ve done in long time, no idea why they complicate everything so much.
By the way, what wasn’t clear for me is the “access token” you have generated from API Settings within Meta Business page. I didn’t see you using this token anywhere, instead you used “permanent token” you have generated from System Users on the same page, which you used to link to Chatwoot. I’ve probably missed something.
However, awesome video and thank you again.
Really appreciate the thoughtful message, man 🙏 And great catch- yes, I used the permanent token from System Users, not the temporary access token from the Business page. The permanent one avoids frequent expiry issues when connecting with Chatwoot. I’ll make sure to clarify that step better in my next breakdown 👌
Please make a video on the QR method
It’s already out! check the evolution API video
Good one. Can you please make a tutorial on evolution API with chatwoot?
If the reverese whatsapp login can be connected to chatwoot that would be awesome
100%! That’s on my roadmap- would make Chatwoot setups way more powerful 🔁
Amazing tutorial – tks so much!!!
You’re so welcome 🙌 glad it helped!
Thanks a lot.
Very useful and clear explanation
does the business has to be verified with official Docs?
Hey ! Thank you for the patience of making this long tutorial.
Got a quick question on identifying conversations. Do you know if chatwoot create different conversation_id for the same whatsapp number once a conversation closed/ended.This can allow us to make the memory id on n8n’a agent linked to the conversation_id and not the phone number.
I need to solve the case where chatwoot is used for business support and where a user can ask many unrelated questions through time.
Can this handle messages in Facebook pages? I.e. handle new messages to a FB page?
U save my life with this video. Thank u so much!
Hi Frank I used your tutorial, and have implemented it correctly, but when a bot picks up the chat successfully has a conversation, that chat is not shown in inbox, is there any fix
This is really really amazing and comprehensive thank you and will be back for more. Could you consider doing a tutorial showing how to use Evolution API instead of Whatsapp cloud API?
Excellent work and explanation.
Very well explained! Brilliant brother keep it up for the past two months I was in search of this kind of vedio & you made my day. please tutorials for skip the creating app on developers accounts.
Man you made my day❤.
I was stuck in my client’s project and couldn’t make it ❤, but with your guidance I made it finally.