Chatwoot Resolved Conversation Summaries to CRM with n8n

Turn every resolved Chatwoot ticket into CRM-ready summaries (automatically) with n8n

When an agent resolves a conversation in Chatwoot, the important context usually stays trapped in the helpdesk. This n8n workflow sends an LLM-generated 3–5 line conversation summary to your CRM as a note—so your sales and support teams always know what the customer needed, what was done, and what’s still open.

What this workflow does

• Listens for resolution: a webhook triggers on conversation_status_changed → resolved.
• Fetches conversation messages using the Chatwoot API, filtering out private notes and system activity.
• Creates a concise summary with an LLM in the conversation’s language, covering: who the customer is, what they needed, what was done, and any open follow-ups (3–5 lines).
• Writes the summary to your CRM via a generic HTTP request—configured to point to systems like HubSpot, Pipedrive, Notion, or Google Sheets.
• Marks processed items by tagging the conversation in Chatwoot with ai-summary, keeping processed threads visible.

Use cases

• Support handoffs: automatically document resolved requests so CS/Account teams can continue without losing context.
• Customer success reporting: keep CRM notes up to date for renewals, onboarding, and follow-up tasks.
• Multilingual operations: summaries are generated in the same language the customer used in Chatwoot.

Technical details

• n8n nodes/workflow components: webhook, if, code, HTTP request, and an LLM via n8n8n-nodes-langchain (LangChain + chat model), plus a sticky note.
• Chatwoot integration: use Settings → Integrations → Webhooks, and authenticate with a header credential (api_access_token) using a Chatwoot agent token.
• CRM delivery: configurable generic HTTP call to your destination system.

Built by Achiya Automation: https://achiya-automation.com