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How to set up website live chat and a shared inbox with Chatwoot (inbox, widget, canned replies)

Description and use

This guide explains how to set up a website live chat and a shared inbox using Chatwoot Cloud: creating a website inbox, installing the widget, adding agents, configuring business hours, pre‑chat form, CSAT, canned responses, labels, and teams.

Problem

Teams need a shared inbox to manage website live chat and other messaging channels efficiently.

Outcome

After following the steps, the team has a fully functional shared inbox with live chat widget, automated assignment, business hours, pre‑chat form, CSAT, canned responses, labels, and teams, enabling efficient multi‑channel customer support.

Workflow

  • Sign up for a 15‑day free trial of Chatwoot Cloud.
  • Create a Website inbox via Settings → Inboxes → Add Inbox → Website channel, filling Website name, domain, widget color, welcome heading, tagline and optional greeting message.
  • Add agents: invite colleagues as Agents or Administrators in Settings → Agents, then link them on the inbox’s Collaborators tab and enable automatic assignment.
  • Install the widget: copy the provided snippet from the inbox’s Configuration tab and paste it before the closing </body> tag on every page of the site.
  • Configure business hours, pre‑chat form, email collection and CSAT in the inbox settings, then click Update after each change.
  • Create canned responses in Settings → Canned Responses, assigning a unique short code and content; use slash commands in conversations to insert them.
  • Add labels from conversation sidebar or bulk‑label conversations; save filters as custom views.
  • Set up teams in Settings → Teams, create a new team, add agents, and decide on auto‑assign.
  • Review pricing and plan options on the Chatwoot pricing page to determine the appropriate plan based on agent count and channel needs.

Evidence

Chatwoot puts website live chat and your other messaging channels into one shared inbox, where a small team can reply to, assign and resolve conversations.

Source

Sign up for the 15-day free trial of Chatwoot Cloud.

Source

Paste it into your site's main template so it loads on every page.

Source

Go to Settings → Canned Responses and click Add canned response.

Source

I read the pricing page on 26 October 2026. Every Cloud plan is priced per agent per month, and no annual prices are shown.

Source

  • Record date: 2026-10-26T11:11:19.121Z