• PROFILE
  • HISTORY
  • CONTEXT
  • HUMAN

How to retrieve customer contact history with your AI

Connect Chatwoot to your AI client once. After that, you can pull up full customer profiles and chat logs through a simple chat interface.

Ask AI about this page

Short answer

How can I see my Chatwoot customer history in my AI?

Your AI uses Chatwoot tools to find specific people and pull their full interaction logs. You get a complete picture of their previous issues and details. Here is how the data flows.

The results.

Where the data lands.

The AI organizes the information it finds into these specific outcomes.

PROFILE

Detailed contact profiles

The AI pulls names, emails, and custom attributes. You get a clean summary of who the customer is.

HISTORY

Past conversation logs

The AI reads through previous chat threads. You see exactly what was discussed in earlier sessions.

CONTEXT

Personalized support context

The AI combines contact info and history. You can use this to tailor your next response.

HUMAN

Manual intervention needed

If the AI can't find a specific contact or log, it tells you. You then decide if you need to check the dashboard manually.

The workflow

What your AI does when you ask for history.

The AI handles the searching and reading so you don't have to click through menus.

  1. Locate the customer

    The AI scans your Chatwoot account to find the right person based on their name or email.

    list_chatwoot_contacts

  2. Fetch profile data

    Once the contact is found, the AI pulls their specific metadata and account details.

    get_contact_details

  3. Read interaction logs

    The AI looks through the history of messages associated with that contact.

    get_contact_details

  4. Summarize findings

    The AI presents the most relevant parts of the history to you in a readable format.

    get_contact_details

Try it

Copy these to start.

Use these prompts to trigger the Chatwoot connection.

Starting points

Replace the bracketed names with actual names or emails from your Chatwoot account.

Chatwoot Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_6yC9zEQQG98tfpmJkktR9vNq1xofu8MAvZfxmH2D/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Chatwoot capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "chatwoot-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_6yC9zEQQG98tfpmJkktR9vNq1xofu8MAvZfxmH2D/mcp"
    }
  }
}
Copy into chat04

  • Find the contact details for John Doe in Chatwoot.

  • List all my contacts in Chatwoot so I can see who is active.

  • What is the recent interaction history for the user with email alex@example.com?

  • Get the full profile for the contact named Sarah Smith.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Chatwoot once, then ask.

Just follow the link to authorize the connection. Your login credentials stay encrypted and secure on our end. You can find the full technical breakdown on the Connector page.

Connect Chatwoot to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete customer contacts?

    No. The AI can only read contact details and list contacts. It cannot delete or modify any data in Chatwoot.

  • 02

    Can I use this to send new messages to customers?

    No. This specific task is for retrieving history and profiles. It does not have the tools to send messages.

  • 03

    Does the AI see all my Chatwoot data?

    The AI only accesses the specific contact information and logs you ask for through the provided tools.

  • 04

    What happens if the AI can't find a contact?

    The AI will tell you that the contact doesn't exist in your Chatwoot account. It won't guess or make up details.

  • 05

    Can the AI update a customer's email address?

    No. The tools are limited to retrieving information. Any updates must be done manually in your Chatwoot dashboard.

  • More questions about Chatwoot? The Connector page answers them. See everything the Chatwoot Connector can do

Connect Chatwoot to Claude, Cursor, ChatGPT & more