Getting started with ChatKit

What you need

Before you start, make sure you have:

• A Chatwoot instance (self-hosted or cloud) and your login credentials
• Your Chatwoot API token (Settings → Account → Access Token)
• A Chatwoot inbox already created for the channel you want to automate (Website, WhatsApp, Telegram, Facebook)

Step 1 — Connect ChatKit to Chatwoot

1. Log in to the ChatKit builder.
2. Open Settings.
3. Enter your Chatwoot Base URL, API Token, and Account ID.
4. Click Save — ChatKit pulls your inboxes automatically.

Step 2 — Create your first inbox config

1. Go to Inboxes — your Chatwoot inboxes are listed here.
2. Pick one and open it.
3. Give it a name and confirm the Channel Type (website, WhatsApp, or Telegram).

Step 3 — Build your first menu

1. Click + Add Menu Item (or + Add Root in Flow view).
2. Type the option label (e.g. Hours, Pricing, Support).
3. Set what happens when it's selected: a Text reply, Article card, Input Select, Form, or Submenu.
4. Use the Flow view to nest items (drag a node's bottom dot onto another node's top dot) and reorder the top-level chain.
5. Watch the Chat Preview on the right — it updates live as you build.

Step 4 — Go live

1. Assign an AgentBot in Settings → General → AgentBot Assignment so Chatwoot routes webhooks to ChatKit.
2. Toggle the inbox Active.
3. Open your Chatwoot web widget and test: type a keyword, walk the menu, submit a form.

Next steps

• Read the Features articles to enable lead capture, follow-ups, and handoff context.
• Check Get notified about new leads so your team gets alert mentions.