Chatwoot + Agility

At Agility, we help businesses take advantage of Chatwoot, an open-source customer engagement platform that centralises communication across all your channels. With Chatwoot, your team can manage conversations from SMS, WhatsApp, email, live chat, Facebook, Instagram, and more in a single interface.

This means no more jumping between platforms - every customer interaction is organised and accessible in one place. With Agility’s integration expertise, Chatwoot connects seamlessly with your wider systems, helping you streamline communication and build stronger customer relationships.

Integration with Your Business Systems

Chatwoot is powerful as a standalone platform, but its value grows significantly when connected to the other tools your organisation relies on. Agility specialises in integrating Chatwoot with CRMs, Airtable, project management systems, and marketing platforms. These integrations ensure that every customer conversation links directly to the data you already hold, reducing duplication and creating a clear, unified view of each customer.

Automation and AI

By pairing Chatwoot with automation tools such as Zapier, Make, or n8n, Agility helps you take customer support workflows further. Messages received via SMS, WhatsApp, or email can automatically create or update records in your CRM, trigger follow-ups in Slack, or feed into reporting dashboards. We can also incorporate AI-powered features such as auto-tagging conversations, generating draft replies, or summarising long message threads. This reduces response times, improves consistency, and frees your team to focus on complex queries.

Streamlined Support and Collaboration

Chatwoot allows teams to collaborate on support requests with shared inboxes, internal notes, and assignment rules. Agility enhances this by ensuring that Chatwoot connects smoothly with your team’s existing collaboration platforms, keeping conversations visible and actionable without needing to switch tools. Whether your customers reach you through WhatsApp, SMS, or email, your team can respond quickly and consistently from a single hub.

Ongoing Support and Optimisation

Customer engagement needs evolve as businesses grow. Agility provides ongoing support to refine and extend your Chatwoot integrations, whether that means adding new channels, expanding automations, or adapting workflows for a larger team. We make sure Chatwoot continues to deliver value long after the initial setup.