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Chatwoot

Chatwoot is an open-source as well as cloud-based customer engagement platform. Manage all of your customer conversation channels from one place on your own infrastructure.

Prerequisites​

You can install Chatwoot with just a few clicks using LocalOps. Before proceeding with the installation, ensure you have a LocalOps account.

If you don't have an account, you can sign up here.

Once registered, you need to set up the following:

  • A connection to your AWS or Alibaba account. To establish a connection, visit Connections, click on Add Connection, and follow the instructions specific to your cloud provider.

Installation​

After meeting the prerequisites, you can deploy Chatwoot with just a few clicks.

  1. Visit LocalOps.

  2. Go to the Environments page.

  3. Click on Create App Environment.

  4. Enter the following details:

    • Name: Specify the name of your environment.
    • Template: you can select the default template or create a new one based on your requirements.
    • App: Choose Chatwoot.
    • Connection: Select the connection you established earlier.
    • Region: Choose the region for deployment.
    • Provide the Helm values. The default values will be prefilled. You can clear them and input the following values:
    fullnameOverride: chatwoot
    services:
      type: NodePort

    You can add additional values to the Helm chart as needed, but ensure the above values remain unchanged.

  5. After entering the values, click on Next: Review Environment. Review the environment details and click on Create Environment.

Once you click on Create Environment, the deployment will start. It takes roughly around 30 minutes to complete the deployment. Which does the following:

  • Creates a Kubernetes cluster.
  • Installs Chatwoot using Helm.
  • Sets up the necessary configurations.
  • Sets up domains and SSL certificates.
  • Configures VPC and security groups.
  • Configures Load Balancer.
  • Configures necessary volumes and storage classes.

Accessing Chatwoot​

Once the deployment is complete, you can access Chatwoot by clicking your environment from the Environments page and then clicking on View app.

Resources​