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Documentation Index

Fetch the complete documentation index at: https://docs.pathors.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

This guide walks you through integrating Chatwoot with Pathors. Once set up, Pathors AI will automatically respond to conversations in your Chatwoot inbox via an Agent Bot.

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Prerequisites

  • A Chatwoot account (self-hosted or cloud)
  • A Pathors project

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Step 1: Get Your Chatwoot Credentials

You will need three pieces of information from your Chatwoot instance:

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Base URL

This is the URL of your Chatwoot instance.
  • Chatwoot Cloud: https://app.chatwoot.com
  • Self-hosted: Your custom domain, e.g., https://chatwoot.yourcompany.com

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Account ID

  1. Log in to your Chatwoot dashboard
  2. Go to Settings > Account Settings
  3. Your Account ID is displayed on this page — click Copy to copy it
Finding the Account ID in Chatwoot Account Settings
You can also find the Account ID in your Chatwoot URL. For example, in https://app.chatwoot.com/app/accounts/1/dashboard, the Account ID is 1.

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API Access Token

The API Access Token is required for Pathors to communicate with the Chatwoot API on your behalf.
  1. Log in to your Chatwoot dashboard
  2. Click your avatar (bottom-left corner) to open your profile
  3. Scroll down to the Access Token section
  4. Click the eye icon to reveal the token, then click Copy
Copying the API Access Token from your Chatwoot profile
This token grants full API access to your Chatwoot account. Keep it secure and do not share it publicly.

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Step 2: Configure Chatwoot in Pathors

  1. Log in to your Pathors project
  2. Go to Integrations and click Chatwoot
  3. Toggle the integration on using the switch in the top-right corner
The Chatwoot settings page in Pathors with the integration toggled on
  1. Fill in the credentials (your changes auto-save after a short delay):
    • Account ID: Your Chatwoot Account ID from Step 1
    • API Access Token: The token from Step 1
    • Base URL: Your Chatwoot instance URL (defaults to https://app.chatwoot.com)
Filling in the Chatwoot credentials in the Pathors integration form

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Step 3: Customize the Handoff Behavior (Optional)

Pathors ships with a transfer_to_human tool that lets the AI hand the conversation to a live agent. You can tailor when it fires by editing the Handoff Description field. Customizing the handoff description that tells the AI when to transfer to a human agent
The default description is a safe starting point. Refine it to match your product — e.g., explicitly list topics the AI should never handle (legal, refunds, VIP accounts) so the handoff fires consistently.

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Step 4: Create the Agent Bot

After your credentials are saved:
  1. Click the Create Bot button at the top of the Chatwoot settings card
  2. Pathors will automatically create an Agent Bot in your Chatwoot account
    • The bot name matches your Pathors project name
    • The webhook URL is configured automatically
  3. Once created, a badge will display the Agent Bot ID
If you need to update the bot (e.g., after renaming your project), click Update Bot. This updates the bot name and webhook URL without creating a new one.

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Step 5: Assign the Bot to an Inbox

The Agent Bot needs to be assigned to a Chatwoot inbox to start receiving conversations.
  1. In your Chatwoot dashboard, go to Settings > Inboxes
  2. Select the inbox you want the bot to handle
  3. Click the Bot Configuration tab
  4. Under Select an agent bot, pick the bot that was just created (it will have your Pathors project name)
  5. Click Update
Assigning the Pathors Agent Bot to a Chatwoot inbox
Each inbox can only have one Agent Bot assigned at a time. If you have multiple inboxes, you can assign the same bot to each one.

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Step 6: Verify the Connection

  1. Back in the Pathors Chatwoot settings page, click Verify Connection
  2. If the verification succeeds, the integration is fully configured
  3. Try sending a message to the inbox from a contact to confirm the bot responds

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Troubleshooting

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”Invalid API Access Token” error

  • Ensure you copied the full token from your Chatwoot profile
  • Verify that the token belongs to an account with API access
  • Check that the Account ID matches the account the token belongs to

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”Agent bot with this name already exists” error

  • Another bot with the same name already exists in your Chatwoot account
  • Remove the duplicate from Settings > Bots in Chatwoot, or rename your Pathors project

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Bot is not responding to messages

  • Verify the bot is assigned to the correct inbox (Step 5)
  • Click Verify Connection to ensure the bot is still properly configured
  • Check that the Pathors integration is toggled on

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”Agent bot not found” error during verification

  • The bot may have been deleted from the Chatwoot side
  • Click Create Bot to create a new one, then re-assign it to your inbox