Monday morning inbox
The support lead starts the week by asking what is open and unassigned. Memtro returns the counts per inbox, the oldest waiting conversations with their contact and last message, and which agents are online to take them.
Chatwoot + Memtro
Open, pending and resolved Chatwoot conversations, read, counted, remembered hourly and answered when you ask.
Connect Chatwoot with your account id and an agent's access token and Memtro reads conversations by status with their last message, full threads, counts, contacts, inboxes, agents and labels. Every hour it writes each conversation with new activity into memory. When you ask, and once an administrator has granted each action by name, it can reply to customers in that agent's name, start conversations, leave private notes, assign, label, resolve or snooze, and manage contacts. A reply reaches the customer at once and cannot be recalled, and merging or deleting a contact is permanent.
In Memtro
What you can do with Chatwoot in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Chatwoot tool, reads what it needs, and answers with the source cited.
What it does
- 01Conversations by status, assignee, inbox, team, label or search term, with the contact and last message
- 02One conversation's messages, twenty at a time, with private notes and attachments marked and who wrote each
- 03Counts of open, pending and resolved conversations, split into mine, unassigned and assigned, per inbox or label
- 04Hourly sync writes each conversation with new activity into memory with its status, assignee, labels and last message
- 05When asked and granted, replies to the customer on their channel in the agent's name or adds a private note, starts a conversation with a first message, and resolves, snoozes, prioritises, assigns or labels conversations
- 06When asked and granted, creates, updates, blocks or labels contacts, adds canned responses and labels, and permanently deletes a message or a contact, or merges two contacts for good
Acts when asked
When you ask it to
These tools change something in Chatwoot. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Reply to a conversation, or add a private note to it
- 02Start a new conversation with a contact in an inbox, optionally sending a first message
- 03Resolve, reopen, set pending or snooze a conversation
- 04Set a conversation's priority
- 05Assign a conversation to an agent or a team
- 06Add or remove labels on a conversation or a contact
- 07Set custom attributes on a conversation
- 08Delete a message from a conversation
- 09Create a contact, or change one's name, email, phone, identifier or blocked state
- 10Merge two contacts, or delete a contact
- 11Add a canned response or an account label
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Chatwoot for you. Each event can start a job, with the event as its input, and can be remembered where you choose. Chatwoot signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01A conversation was started
- 02A conversation was resolved, reopened, set pending or snoozed
- 03A conversation's attributes changed
- 04A message or private note was added
- 05A message was edited
- 06A contact was created
- 07A contact was updated
In practice
Ask it like you would a colleague
Once Chatwoot is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Chatwoot + Memtro
How many open conversations are unassigned in the WhatsApp inbox right now?
What did Marta Kowalski write in her last conversation with us?
Which open conversations are labelled billing and who is handling them?
Assign #4172 to Leo in billing and mark it urgent
Leave a private note on #4172: refund approved by finance on 4 November
A reply, when asked
A customer on the web widget asks whether their refund has gone through. Nadia Brooks, the agent, checks the answer in billing and asks Memtro to reply, approving the wording first. Memtro posts the reply in Chatwoot under her name, the customer receives it at once, and Memtro resolves the conversation when she asks.
Teams
Where it fits
The teams that lean on Chatwoot most, a question each of them asks, and what they connect beside it.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
- ProductHear what customers actually ask forProduct manager, Researcher, Designer, Head of product“Which customers asked for SSO this quarter, and what is their combined ARR?”Used alongside Help Scout, HubSpot, Linear, Jira, Slack and 6 more.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
Better together
Works with
A record in Chatwoot is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesChatwoot with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesChatwoot with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesChatwoot with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- Finance and commerceChatwoot with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceChatwoot with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceChatwoot with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- Engineering and operationsChatwoot with GitHubIssues, pull requests, code and commits, searchable by anyone who can ask a question.
- Engineering and operationsChatwoot with AWS CloudWatchLogs, metrics and alarms from AWS, answered in plain English with the query that found them.
- Engineering and operationsChatwoot with SentryAsk what is breaking in production and get the stack trace, not a dashboard.
Also in Support
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Help Scout
- Zendesk
- Intercom
Freshdesk- Front
- Zoho Desk
Gorgias- Jira Service Management
Crisp- Zammad
Groove
Plain
Freshchat
Freshservice
Kustomer- LiveChat
Dixa
HelpCrunch- Pylon
Custify
Atera- Survicate
Trengo
ConnectWise PSA- Deskpro
Enchant- Featurebase
Frill
Gladly
HaloPSA
HappyFox
Jitbit Helpdesk
Nicereply
Re:amaze
SolarWinds Service Desk
Stonly
Syncro
Tidio- HelpDesk
Teamwork Desk- UserVoice
Setup
How to connect
Connect withAccount id and Access token
- 1
In Chatwoot open the profile menu → Profile Settings → Access Token and copy the token. An agent's token covers the inboxes they belong to, an administrator's covers every inbox
- 2
Note the account id, the number after /app/accounts/ in your Chatwoot URL. Self-hosted, note the root URL of your instance too
- 3
In Memtro open Connections → Chatwoot, enter the Account id and the Access token, add the Base URL if self-hosted, and connect. Replies go out under that agent's name
- 4
Ask how many conversations are open and unassigned, or what a contact wrote last
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Chatwoot tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Chatwoot?+
Only when you ask, and only what it has been granted: reply to a conversation, or add a private note to it; start a new conversation with a contact in an inbox, optionally sending a first message; resolve, reopen, set pending or snooze a conversation; set a conversation's priority; assign a conversation to an agent or a team; add or remove labels on a conversation or a contact; set custom attributes on a conversation; delete a message from a conversation; create a contact, or change one's name, email, phone, identifier or blocked state; merge two contacts, or delete a contact; add a canned response or an account label. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Chatwoot connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Chatwoot data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Chatwoot records into memory as entities.
How do I connect Chatwoot?+
Account id and Access token. In Chatwoot open the profile menu → Profile Settings → Access Token and copy the token. An agent's token covers the inboxes they belong to, an administrator's covers every inbox.
Can Chatwoot start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Chatwoot for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Chatwoot in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.