Quickstart

In Tandem, open Integrations → Chatwoot. Enter your Chatwoot URL and an API access token with inbox and conversation scopes. Tandem verifies the token and lists the inboxes you can map.

# Required Chatwoot token scopes
inbox:read
conversation:read
conversation:write
contact:read

Add a website, help center, or PDF. Tandem crawls, chunks, and indexes the source. A source is only available to agents you bind it to.

Write instructions in plain language. Be explicit about verification, refusal, and escalation. Bind only the sources the agent needs. Choose a fallback for low confidence.

You are Suncoast Support. Answer from the bound sources only.

- Verify account ownership before any billing change.
- Cite the source for every factual claim.
- If confidence is below 0.75, hand off with a summary.
- Never promise a refund timeline beyond the policy.

Use the Test tab against a real conversation. Check citations, the fallback path, and the handoff summary. Publishing creates an immutable version; running conversations remain on the version they started with.

Open internal chat and ask a question with a timeframe: “How did revenue look last week compared with the week before, by team?” Tandem resolves it to an approved template and shows the interpreted window before running anything.

Resolved spec
  template   revenue_by_team_range
  timeframe  Nov 3 – Nov 9, 2026
  compare    prior equivalent period
  timezone   America/New_York

[Preview] [Save as report] [Edit spec]

Save the validated answer as a report, then add a schedule and a destination. The spec — not the chart — is what gets stored.