mirror of
https://github.com/LCTT/TranslateProject.git
synced 2024-12-26 21:30:55 +08:00
选题[tech]: 20210627 Try Chatwoot, an open source customer relationship platform
sources/tech/20210627 Try Chatwoot, an open source customer relationship platform.md
This commit is contained in:
DarkSun
parent
d8ea8858b2
commit
24055b4c2f
@ -0,0 +1,154 @@
|
||||
[#]: subject: (Try Chatwoot, an open source customer relationship platform)
|
||||
[#]: via: (https://opensource.com/article/21/6/chatwoot)
|
||||
[#]: author: (Nitish Tiwari https://opensource.com/users/tiwarinitish86)
|
||||
[#]: collector: (lujun9972)
|
||||
[#]: translator: ( )
|
||||
[#]: reviewer: ( )
|
||||
[#]: publisher: ( )
|
||||
[#]: url: ( )
|
||||
|
||||
Try Chatwoot, an open source customer relationship platform
|
||||
======
|
||||
Chatwoot is an open source alternative to Intercom, Zendesk, Salesforce
|
||||
Service Cloud, and other proprietary communications platforms.
|
||||
![Digital images of a computer desktop][1]
|
||||
|
||||
Chatwoot is an open source customer relationship platform built with Ruby and Vue.js. It was written from scratch to allow customer-relations teams to build end-to-end platforms for ticket management and support.
|
||||
|
||||
This article looks at Chatwoot's architecture, installation, and key features.
|
||||
|
||||
### Chatwoot's architecture
|
||||
|
||||
Chatwoot requires the following components to function properly:
|
||||
|
||||
* Chatwoot web servers
|
||||
* Chatwoot workers
|
||||
* PostgreSQL database
|
||||
* Redis
|
||||
* Email service (e.g., SMTP, SendGrid, Mailgun)
|
||||
* Object storage (e.g., AWS S3, Azure, Google Cloud Storage, MinIO)
|
||||
|
||||
|
||||
|
||||
The Chatwoot server and workers are the core components that integrate with everything else. PostgreSQL and Redis are specific, required components.
|
||||
|
||||
![Chatwoot architecture][2]
|
||||
|
||||
(Nitish Tiwari, [CC BY-SA 4.0][3])
|
||||
|
||||
The other components, like the email server and object storage, are loosely coupled, so you can use any compatible system. Therefore, you could choose any SMTP server, self-hosted or SaaS, as your email service. Similarly, for object storage, you can use public cloud platforms like AWS S3, Azure Blob Store, GCS, or private cloud platforms like MinIO.
|
||||
|
||||
### Install Chatwoot
|
||||
|
||||
Chatwoot is available on common platforms, including Linux virtual machines, Docker, and as a single-click install application on [Heroku][4] and [CapRover][5]. This how-to looks at the Docker installation process; for other platforms, refer to Chatwoot's [documentation][6].
|
||||
|
||||
To begin, ensure Docker Compose is installed on your machine. Then, download the `env` and `docker-compose` files from [Chatwoot's GitHub repo][7]:
|
||||
|
||||
|
||||
```
|
||||
# Download the env file template
|
||||
wget -O .env <https://raw.githubusercontent.com/chatwoot/chatwoot/develop/.env.example>
|
||||
# Download the Docker compose template
|
||||
wget -O docker-compose.yml <https://raw.githubusercontent.com/chatwoot/chatwoot/develop/docker-compose.production.yaml>
|
||||
```
|
||||
|
||||
Open the `env` file and fill in the env variables `REDIS_PASSWORD` and `POSTGRES_PASSWORD`; these will be the passwords for Redis and PostgreSQL, respectively. Then update the same PostgreSQL password in the `docker-compose.yaml` file.
|
||||
|
||||
Now, prepare PostgreSQL:
|
||||
|
||||
|
||||
```
|
||||
`docker-compose run --rm rails bundle exec rails db:chatwoot_prepare`
|
||||
```
|
||||
|
||||
Deploy Chatwoot:
|
||||
|
||||
|
||||
```
|
||||
`docker-compose up -d`
|
||||
```
|
||||
|
||||
You should now be able to access Chatwoot at `http://localhost:3000`.
|
||||
|
||||
![Chatwoot welcome screen][8]
|
||||
|
||||
(Nitish Tiwari, [CC BY-SA 4.0][3])
|
||||
|
||||
### Chatwoot features
|
||||
|
||||
Fill in the details on the welcome page to create the admin user. After that, you should land on the Conversations page.
|
||||
|
||||
![Chatwoot conversations screen][9]
|
||||
|
||||
(Nitish Tiwari, [CC BY-SA 4.0][3])
|
||||
|
||||
The following are Chatwoot's key features:
|
||||
|
||||
#### Channels
|
||||
|
||||
Chatwoot supports a wide range of platforms as messaging Channels (including website widgets, Facebook, Twitter, WhatsApp, email, and others). To create an integration, click on the **Inboxes** button on the left-hand sidebar. Then select the platform you want to integrate with.
|
||||
|
||||
![Chatwoot channels screen][10]
|
||||
|
||||
(Nitish Tiwari, [CC BY-SA 4.0][3])
|
||||
|
||||
Each platform has its own set of human agents, teams, labels, and canned responses. This way, Chatwoot allows a unified interface for talking to customers, but each channel is as customizable as it can be in the background.
|
||||
|
||||
#### Reporting
|
||||
|
||||
Organizations take customer response service-level agreements (SLAs) very seriously—and rightly so. Chatwoot has an integrated dashboard that gives a birds-eye view of the most important metrics, like total messages, response times, resolution times, etc. Administrators can also download reports for specific agents.
|
||||
|
||||
![Chatwoot reports screen][11]
|
||||
|
||||
(Nitish Tiwari, [CC BY-SA 4.0][3])
|
||||
|
||||
#### Contacts
|
||||
|
||||
Chatwoot also captures contact details from each incoming message and neatly arranges this information on a separate page called Contacts. This ensures all contact details are available for further follow-up or even syncing with an external, full-fledged customer relationship management (CRM) platform.
|
||||
|
||||
![Chatwoot Contacts][12]
|
||||
|
||||
(Nitish Tiwari, [CC BY-SA 4.0][3])
|
||||
|
||||
#### Integrations
|
||||
|
||||
Channels enable integrations with external messaging systems so that Chatwoot can communicate using these systems. However, what if you want a team to be notified on Slack if there is a new chat message on Chatwoot?
|
||||
|
||||
This is where Integration Webhooks come into the picture. This feature allows you to integrate Chatwoot into external systems so that it can send out relevant information.
|
||||
|
||||
![Chatwoot Integrations][13]
|
||||
|
||||
(Nitish Tiwari, [CC BY-SA 4.0][3])
|
||||
|
||||
### Learn more
|
||||
|
||||
Chatwoot provides many of the key communications features customer relations teams want. To learn more about Chatwoot, take a look at its [GitHub repository][14] and [documentation][15].
|
||||
|
||||
--------------------------------------------------------------------------------
|
||||
|
||||
via: https://opensource.com/article/21/6/chatwoot
|
||||
|
||||
作者：[Nitish Tiwari][a]
|
||||
选题：[lujun9972][b]
|
||||
译者：[译者ID](https://github.com/译者ID)
|
||||
校对：[校对者ID](https://github.com/校对者ID)
|
||||
|
||||
本文由 [LCTT](https://github.com/LCTT/TranslateProject) 原创编译，[Linux中国](https://linux.cn/) 荣誉推出
|
||||
|
||||
[a]: https://opensource.com/users/tiwarinitish86
|
||||
[b]: https://github.com/lujun9972
|
||||
[1]: https://opensource.com/sites/default/files/styles/image-full-size/public/lead-images/computer_desk_home_laptop_browser.png?itok=Y3UVpY0l (Digital images of a computer desktop)
|
||||
[2]: https://opensource.com/sites/default/files/uploads/chatwoot_servicecalls.png (Chatwoot architecture)
|
||||
[3]: https://creativecommons.org/licenses/by-sa/4.0/
|
||||
[4]: https://www.heroku.com/
|
||||
[5]: https://caprover.com/docs/get-started.html
|
||||
[6]: https://www.chatwoot.com/docs/self-hosted/deployment/architecture#available-deployment-options
|
||||
[7]: https://github.com/chatwoot/chatwoot
|
||||
[8]: https://opensource.com/sites/default/files/uploads/chatwoot_welcome.png (Chatwoot welcome screen)
|
||||
[9]: https://opensource.com/sites/default/files/uploads/chatwoot_conversations.png (Chatwoot conversations screen)
|
||||
[10]: https://opensource.com/sites/default/files/uploads/chatwoot_channels.png (Chatwoot channels screen)
|
||||
[11]: https://opensource.com/sites/default/files/uploads/chatwoot_reports.png (Chatwoot reports screen)
|
||||
[12]: https://opensource.com/sites/default/files/uploads/chatwoot_contacts.png (Chatwoot Contacts)
|
||||
[13]: https://opensource.com/sites/default/files/uploads/chatwoot_integrations.png (Chatwoot Integrations)
|
||||
[14]: http://github.com/chatwoot/chatwoot
|
||||
[15]: https://www.chatwoot.com/help-center
|
||||
Loading…
Reference in New Issue
Block a user