Merge branch 'develop' into feat/captain-credit-usage

app/controllers/api/v1/accounts/whatsapp/authorizations_controller.rb

@@ -1,4 +1,5 @@
 class Api::V1::Accounts::Whatsapp::AuthorizationsController < Api::V1::Accounts::BaseController
+  before_action :ensure_embedded_signup_enabled
   # Reconfiguring/reauthorizing a live inbox swaps its credentials, so restrict it to admins.
   before_action :check_admin_authorization?, if: -> { params[:inbox_id].present? }
   before_action :fetch_and_validate_inbox, if: -> { params[:inbox_id].present? }
@@ -18,6 +19,13 @@ class Api::V1::Accounts::Whatsapp::AuthorizationsController < Api::V1::Accounts:
 
   private
 
+  def ensure_embedded_signup_enabled
+    return unless ChatwootApp.chatwoot_cloud?
+    return if Current.account.feature_enabled?('whatsapp_embedded_signup_inbox_creation')
+
+    raise Pundit::NotAuthorizedError
+  end
+
   def process_embedded_signup
     service = Whatsapp::EmbeddedSignupService.new(
       account: Current.account,
@@ -44,8 +52,7 @@ class Api::V1::Accounts::Whatsapp::AuthorizationsController < Api::V1::Accounts:
   def can_reconfigure_channel?
     channel = @inbox.channel
     return false unless channel.provider == 'whatsapp_cloud'
-
-    # Reconfiguring a live embedded-signup channel requires the feature flag.
+    return true if ChatwootApp.chatwoot_cloud?
     return Current.account.feature_enabled?('whatsapp_reconfigure') if channel.provider_config['source'] == 'embedded_signup'
 
     true

app/javascript/dashboard/api/channel/whatsapp/whatsappCallsAPI.js

@@ -10,10 +10,13 @@ class WhatsappCallsAPI extends ApiClient {
     return axios.get(`${this.url}/${callId}`).then(r => r.data);
   }
 
-  initiate(conversationId, sdpOffer) {
+  // Either conversationId, or contactId + inboxId to let the BE resolve the conversation.
+  initiate({ conversationId, contactId, inboxId }, sdpOffer) {
     return axios
       .post(`${this.url}/initiate`, {
         conversation_id: conversationId,
+        contact_id: contactId,
+        inbox_id: inboxId,
         sdp_offer: sdpOffer,
       })
       .then(r => r.data);

app/javascript/dashboard/components-next/Contacts/VoiceCallButton.vue

@@ -16,7 +16,6 @@ import { useAlert } from 'dashboard/composables';
 import { frontendURL, conversationUrl } from 'dashboard/helper/URLHelper';
 import { useCallsStore } from 'dashboard/stores/calls';
 import { useWhatsappCallSession } from 'dashboard/composables/useWhatsappCallSession';
-import ContactAPI from 'dashboard/api/contacts';
 
 import Button from 'dashboard/components-next/button/Button.vue';
 import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
@@ -83,39 +82,18 @@ const navigateToConversation = conversationId => {
 
 const whatsappCallSession = useWhatsappCallSession();
 
-// Find the most recent open conversation for this contact in the picked inbox.
-// WhatsApp /initiate is conversation-scoped (unlike Twilio's contact-scoped path).
-// Pass inboxId so the BE applies the filter before the 20-row cap — without it,
-// contacts whose latest WhatsApp conversation falls outside the 20 most recent
-// across all inboxes would be treated as having no conversation.
-const findWhatsappConversationId = async inboxId => {
-  const { data } = await ContactAPI.getConversations(props.contactId, {
-    inboxId,
-  });
-  const conversations = data?.payload || [];
-  const match = [...conversations].sort(
-    (a, b) => (b.last_activity_at || 0) - (a.last_activity_at || 0)
-  )[0];
-  return match?.id || null;
-};
-
 const startWhatsappCall = async (inboxId, conversationIdHint) => {
-  // WhatsApp /initiate is conversation-scoped, so we must hand it a
-  // conversation. Use the caller's hint when given (in-conversation flow);
-  // otherwise pick the most recent one in the inbox.
-  const conversationId =
-    conversationIdHint || (await findWhatsappConversationId(inboxId));
-  if (!conversationId) {
-    useAlert(t('CONTACT_PANEL.CALL_FAILED'));
-    return;
-  }
-
-  const response =
-    await whatsappCallSession.initiateOutboundCall(conversationId);
+  const response = await whatsappCallSession.initiateOutboundCall(
+    conversationIdHint
+      ? { conversationId: conversationIdHint }
+      : { contactId: props.contactId, inboxId }
+  );
   // The composable returns { status: 'locked' } when an init is already in
   // flight or a call is already active; treat that as a soft no-op rather than
   // claiming success.
   if (response?.status === VOICE_CALL_OUTBOUND_INIT_STATUS.LOCKED) return;
+
+  const conversationId = response?.conversation_id || conversationIdHint;
   if (!response?.id) {
     // Permission template path returns no call id. Mirror the header button and
     // surface whether the request was just sent or is already pending instead of

app/javascript/dashboard/components-next/NewConversation/ComposeConversation.vue

@@ -234,6 +234,7 @@ onMounted(() => resetContacts());
     ref="popoverRef"
     :align="align"
     :show-content-border="false"
+    :close-on-scroll="false"
     @show="onPopoverShow"
     @hide="onPopoverHide"
   >

app/javascript/dashboard/components-next/message/bubbles/VoiceCall.vue

@@ -263,9 +263,9 @@ const handleCallBack = async () => {
   if (!canCallBack.value || isInitiatingCall.value) return;
   try {
     if (isWhatsapp.value) {
-      const response = await whatsappCallSession.initiateOutboundCall(
-        conversationId.value
-      );
+      const response = await whatsappCallSession.initiateOutboundCall({
+        conversationId: conversationId.value,
+      });
       if (response?.status === VOICE_CALL_OUTBOUND_INIT_STATUS.LOCKED) return;
       // Permission template path returns no call id — show banner, no widget yet.
       if (!response?.id) {

app/javascript/dashboard/components-next/popover/Popover.vue

@@ -1,7 +1,11 @@
 <script setup>
 import { ref, computed, watch, nextTick } from 'vue';
 import { vOnClickOutside } from '@vueuse/components';
-import { useBreakpoints, breakpointsTailwind } from '@vueuse/core';
+import {
+  useBreakpoints,
+  breakpointsTailwind,
+  useEventListener,
+} from '@vueuse/core';
 import { useDropdownPosition } from 'dashboard/composables/useDropdownPosition';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
 import TeleportWithDirection from 'dashboard/components-next/TeleportWithDirection.vue';
@@ -16,6 +20,10 @@ const props = defineProps({
     type: Boolean,
     default: false,
   },
+  closeOnScroll: {
+    type: Boolean,
+    default: true,
+  },
   showContentBorder: {
     type: Boolean,
     default: true,
@@ -41,8 +49,12 @@ const { fixedPosition, updatePosition } = useDropdownPosition(
   { align: props.align }
 );
 
+const SCROLL_CLOSE_THRESHOLD = 24;
+const triggerTopAtOpen = ref(0);
+
 const show = async () => {
   isActive.value = true;
+  triggerTopAtOpen.value = triggerRef.value?.getBoundingClientRect().top ?? 0;
   if (!isMobile.value) {
     await nextTick();
     updatePosition();
@@ -56,6 +68,22 @@ const hide = () => {
   emit('hide');
 };
 
+// The teleported popover tracks its trigger while ancestors scroll; allow
+// small drift (trackpad inertia), but close once the trigger moves further.
+useEventListener(
+  window,
+  'scroll',
+  event => {
+    if (!props.closeOnScroll || !showPopover.value) return;
+    if (popoverRef.value?.contains(event.target)) return;
+    const top = triggerRef.value?.getBoundingClientRect().top ?? 0;
+    if (Math.abs(top - triggerTopAtOpen.value) > SCROLL_CLOSE_THRESHOLD) {
+      hide();
+    }
+  },
+  { capture: true, passive: true }
+);
+
 const toggle = async () => {
   if (isActive.value) hide();
   else await show();

app/javascript/dashboard/components/widgets/conversation/ConversationCallButton.vue

@@ -69,9 +69,9 @@ const callButtonTooltip = computed(() =>
 const startWhatsappCall = async () => {
   if (whatsappCallSession.isInitiating.value) return;
   try {
-    const response = await whatsappCallSession.initiateOutboundCall(
-      props.chat.id
-    );
+    const response = await whatsappCallSession.initiateOutboundCall({
+      conversationId: props.chat.id,
+    });
 
     // Composable returns LOCKED when init is already in flight or a call is
     // active; soft no-op so a parallel click doesn't trigger a banner.

app/javascript/dashboard/composables/useWhatsappCallSession.js

@@ -308,7 +308,8 @@ export function useWhatsappCallSession() {
     }
   };
 
-  const initiateOutboundCall = async conversationId => {
+  // target: { conversationId } or { contactId, inboxId }
+  const initiateOutboundCall = async target => {
     // Module-scoped lock + active-session guard so a second click — from the
     // same composable instance OR a different one (header vs contact panel)
     // OR while a call is already live — can't tear down the in-flight setup
@@ -320,10 +321,7 @@ export function useWhatsappCallSession() {
     isInitiatingOutbound.value = true;
     try {
       const sdpOffer = await prepareOutboundOffer();
-      const response = await WhatsappCallsAPI.initiate(
-        conversationId,
-        sdpOffer
-      );
+      const response = await WhatsappCallsAPI.initiate(target, sdpOffer);
       if (response?.id) {
         activeCallId = response.id;
         // A connect webhook that raced ahead of this response was buffered;
@@ -354,7 +352,7 @@ export function useWhatsappCallSession() {
         data?.status === VOICE_CALL_OUTBOUND_INIT_STATUS.PERMISSION_REQUESTED ||
         data?.status === VOICE_CALL_OUTBOUND_INIT_STATUS.PERMISSION_PENDING
       ) {
-        return { status: data.status };
+        return { status: data.status, conversation_id: data.conversation_id };
       }
       throw e;
     } finally {

app/javascript/dashboard/featureFlags.js

@@ -7,8 +7,7 @@ export const FEATURE_FLAGS = {
   AUTOMATIONS: 'automations',
   CAMPAIGNS: 'campaigns',
   WHATSAPP_CAMPAIGNS: 'whatsapp_campaign',
-  WHATSAPP_EMBEDDED_SIGNUP_INBOX_CREATION:
-    'whatsapp_embedded_signup_inbox_creation',
+  WHATSAPP_EMBEDDED_SIGNUP_FLOW: 'whatsapp_embedded_signup_inbox_creation',
   WHATSAPP_MANUAL_TRANSFER: 'whatsapp_manual_transfer',
   WHATSAPP_RECONFIGURE: 'whatsapp_reconfigure',
   CANNED_RESPONSES: 'canned_responses',

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConfig.js

@@ -18,9 +18,7 @@ export function useChannelConfig() {
     // app id (not the 'none' sentinel) and the signup configuration id.
     whatsapp: () =>
       (!isOnChatwootCloud.value ||
-        isCloudFeatureEnabled(
-          FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_INBOX_CREATION
-        )) &&
+        isCloudFeatureEnabled(FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_FLOW)) &&
       Boolean(installationConfig.whatsappAppId) &&
       installationConfig.whatsappAppId !== 'none' &&
       Boolean(installationConfig.whatsappConfigurationId),

app/javascript/dashboard/routes/dashboard/settings/inbox/Settings.vue

@@ -390,6 +390,11 @@ export default {
       return (
         this.isAWhatsAppCloudChannel &&
         this.isEmbeddedSignupWhatsApp &&
+        (!this.isOnChatwootCloud ||
+          this.isFeatureEnabledonAccount(
+            this.accountId,
+            FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_FLOW
+          )) &&
         this.inbox.reauthorization_required
       );
     },

app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Whatsapp.vue

@@ -42,9 +42,7 @@ const shouldShowWhatsappEmbeddedSignup = computed(() => {
     selectedProvider.value === PROVIDER_TYPES.WHATSAPP &&
     hasWhatsappAppId.value &&
     (!isOnChatwootCloud.value ||
-      isCloudFeatureEnabled(
-        FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_INBOX_CREATION
-      ))
+      isCloudFeatureEnabled(FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_FLOW))
   );
 });
 

app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/ConfigurationPage.vue

@@ -56,6 +56,7 @@ export default {
     ...mapGetters({
       accountId: 'getCurrentAccountId',
       isFeatureEnabledonAccount: 'accounts/isFeatureEnabledonAccount',
+      isOnChatwootCloud: 'globalConfig/isOnChatwootCloud',
     }),
     isEmbeddedSignupWhatsApp() {
       return this.inbox.provider_config?.source === 'embedded_signup';
@@ -65,7 +66,9 @@ export default {
         this.isEmbeddedSignupWhatsApp &&
         this.isFeatureEnabledonAccount(
           this.accountId,
-          FEATURE_FLAGS.WHATSAPP_RECONFIGURE
+          this.isOnChatwootCloud
+            ? FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_FLOW
+            : FEATURE_FLAGS.WHATSAPP_RECONFIGURE
         )
       );
     },

app/services/whatsapp/incoming_message_base_service.rb

@@ -113,12 +113,14 @@ class Whatsapp::IncomingMessageBaseService
   end
 
   def set_conversation
+    # Scope reuse to the contact across all its contact_inboxes in this inbox: WhatsApp coexistence
+    # gives one contact multiple source_ids (phone + BSUID), so reopen must not be limited to a single contact_inbox.
+    conversations = @contact.conversations.where(inbox_id: @inbox.id)
     # if lock to single conversation is disabled, we will create a new conversation if previous conversation is resolved
     @conversation = if @inbox.lock_to_single_conversation
-                      @contact_inbox.conversations.last
+                      conversations.last
                     else
-                      @contact_inbox.conversations
-                                    .where.not(status: :resolved).last
+                      conversations.where.not(status: :resolved).last
                     end
     return if @conversation
 

config/features.yml

@@ -265,6 +265,6 @@
   enabled: false
   column: feature_flags_ext_1
 - name: whatsapp_embedded_signup_inbox_creation
-  display_name: WhatsApp Embedded Signup Inbox Creation
+  display_name: WhatsApp Embedded Signup Flow
   enabled: false
   column: feature_flags_ext_1

enterprise/app/controllers/api/v1/accounts/whatsapp_calls_controller.rb

@@ -1,8 +1,6 @@
 class Api::V1::Accounts::WhatsappCallsController < Api::V1::Accounts::BaseController
-  PERMISSION_REQUEST_THROTTLE = 5.minutes
-
   before_action :set_call, only: %i[show accept reject terminate upload_recording]
-  before_action :set_conversation, only: :initiate
+  before_action :set_call_context, only: :initiate
   before_action :ensure_calling_enabled, only: :initiate
   before_action :ensure_sdp_offer, only: :initiate
   before_action :ensure_contact_phone, only: :initiate
@@ -53,7 +51,7 @@ class Api::V1::Accounts::WhatsappCallsController < Api::V1::Accounts::BaseContro
   end
 
   def provider_service
-    @provider_service ||= @conversation.inbox.channel.provider_service
+    @provider_service ||= @inbox.channel.provider_service
   end
 
   def set_call
@@ -61,13 +59,38 @@ class Api::V1::Accounts::WhatsappCallsController < Api::V1::Accounts::BaseContro
     authorize @call.conversation, :show?
   end
 
-  def set_conversation
+  def set_call_context
+    params[:conversation_id].present? ? set_context_from_conversation : set_context_from_contact
+  end
+
+  def set_context_from_conversation
     @conversation = Current.account.conversations.find_by!(display_id: params[:conversation_id])
     authorize @conversation, :show?
+    @inbox = @conversation.inbox
+    @contact = @conversation.contact
+  end
+
+  def set_context_from_contact
+    @inbox = Current.account.inboxes.find(params[:inbox_id])
+    authorize @inbox, :show?
+    @contact = Current.account.contacts.find(params[:contact_id])
+    @conversation = conversation_builder.existing_conversation
+    # Authorize the thread the call will land in — after the dial is too late to refuse a ringing call.
+    authorize(@conversation || conversation_builder.new_conversation, :show?)
+  end
+
+  def conversation_builder
+    @conversation_builder ||= Whatsapp::CallConversationBuilder.new(inbox: @inbox, contact: @contact, user: Current.user)
+  end
+
+  # Created only after the dial succeeds, so a failed call leaves no empty thread and there is nothing to
+  # roll back. Re-authorized because a concurrent caller may have created the thread we get back.
+  def open_conversation!
+    (@conversation || conversation_builder.perform!).tap { |conversation| authorize conversation, :show? }
   end
 
   def ensure_calling_enabled
-    channel = @conversation.inbox.channel
+    channel = @inbox.channel
     return if channel.is_a?(Channel::Whatsapp) && channel.voice_enabled?
 
     render_could_not_create_error(I18n.t('errors.whatsapp.calls.not_enabled'))
@@ -80,7 +103,7 @@ class Api::V1::Accounts::WhatsappCallsController < Api::V1::Accounts::BaseContro
   end
 
   def ensure_contact_phone
-    return if @conversation.contact&.phone_number.present?
+    return if @contact.phone_number.present?
 
     render_could_not_create_error(I18n.t('errors.whatsapp.calls.contact_phone_required'))
   end
@@ -105,92 +128,45 @@ class Api::V1::Accounts::WhatsappCallsController < Api::V1::Accounts::BaseContro
   end
 
   def create_outbound_call
-    contact_phone = @conversation.contact.phone_number.delete('+')
-    # Claim for the caller only if unassigned at trigger time (before the round-trip); wins over auto-assignment.
-    claim_for_caller = @conversation.assignee_id.nil?
+    # A reused thread unassigned at click time is claimed for the caller (wins over auto-assignment); a
+    # fresh thread (@conversation nil until the dial succeeds) is created already assigned to the caller.
+    claim_for_caller = @conversation.present? && @conversation.assignee_id.nil?
 
-    result = provider_service.initiate_call(contact_phone, params[:sdp_offer])
+    result = provider_service.initiate_call(@contact.phone_number.delete('+'), params[:sdp_offer])
     provider_call_id = result.dig('calls', 0, 'id') || result['call_id']
 
+    @conversation = open_conversation!
     @conversation.with_lock { @conversation.update!(assignee: Current.user) } if claim_for_caller
 
+    create_call_record(provider_call_id)
+  end
+
+  def create_call_record(provider_call_id)
+    existing = Current.account.calls.whatsapp.find_by(provider_call_id: provider_call_id)
+    return existing if existing
+
     Current.account.calls.create!(
       provider: :whatsapp, inbox: @conversation.inbox, conversation: @conversation, contact: @conversation.contact,
       provider_call_id: provider_call_id, direction: :outgoing, status: 'ringing',
       accepted_by_agent_id: Current.user.id,
       meta: { 'sdp_offer' => params[:sdp_offer], 'ice_servers' => Call.default_ice_servers }
     )
+  rescue ActiveRecord::RecordNotUnique
+    # A webhook inserted the row between the find_by above and this create; reconcile to it.
+    Current.account.calls.whatsapp.find_by!(provider_call_id: provider_call_id)
   end
 
-  # Meta error 138006 means the contact hasn't opted in yet; send the opt-in
-  # template (throttled, behind a conversation lock to prevent double-send).
   def render_permission_request
-    status = nil
-    @conversation.with_lock do
-      if permission_request_throttled?
-        status = 'permission_pending'
-        next
-      end
-
-      sent = send_permission_request_safely
-      if sent
-        record_permission_request_wamid(sent)
-        emit_permission_requested_activity
-        status = 'permission_requested'
-      else
-        status = 'failed'
-      end
-    end
+    # Raised mid-dial, so a fresh contact has no thread yet — open one for the opt-in template to land in.
+    @conversation = open_conversation!
+    status = Whatsapp::CallPermissionRequestService.new(conversation: @conversation).perform
 
     return render_could_not_create_error(I18n.t('errors.whatsapp.calls.permission_request_failed')) if status == 'failed'
 
     # 422 (not 200) so any client treating 2xx as "call placed" can't mistake
     # the permission-template path for a successful dial. The FE composable
     # detects this status and surfaces the banner instead of throwing.
-    render json: { status: status }, status: :unprocessable_entity
-  end
-
-  def permission_request_throttled?
-    last_requested = @conversation.additional_attributes&.dig('call_permission_requested_at')
-    last_requested.present? && Time.zone.parse(last_requested) > PERMISSION_REQUEST_THROTTLE.ago
-  end
-
-  # Treat transport errors as a falsy return so we render 422 rather than 500.
-  def send_permission_request_safely
-    provider_service.send_call_permission_request(
-      @conversation.contact.phone_number.delete('+'),
-      *permission_request_body_args
-    )
-  rescue StandardError => e
-    Rails.logger.warn "[WHATSAPP CALL] permission_request failed: #{e.class} #{e.message}"
-    nil
-  end
-
-  # Pass the inbox-level override only when present so the provider falls back
-  # to the i18n default for inboxes that haven't customized the prompt.
-  def permission_request_body_args
-    custom_body = @conversation.inbox.channel.provider_config&.dig('call_permission_request_body').presence
-    custom_body ? [custom_body] : []
-  end
-
-  def emit_permission_requested_activity
-    content = I18n.t(
-      'conversations.activity.whatsapp_call.permission_requested',
-      contact_name: @conversation.contact.name
-    )
-    ::Conversations::ActivityMessageJob.perform_later(
-      @conversation,
-      { account_id: @conversation.account_id, inbox_id: @conversation.inbox_id, message_type: :activity, content: content }
-    )
-  end
-
-  # Stash the outbound wamid so the reply webhook can match context.id back here.
-  def record_permission_request_wamid(sent)
-    attrs = (@conversation.additional_attributes || {}).merge(
-      'call_permission_requested_at' => Time.current.iso8601,
-      'call_permission_request_message_id' => sent.dig('messages', 0, 'id')
-    )
-    @conversation.update!(additional_attributes: attrs)
+    render json: { status: status, conversation_id: @conversation.display_id }, status: :unprocessable_entity
   end
 
   def render_call_error(error)

enterprise/app/controllers/twilio/voice_controller.rb

@@ -107,8 +107,8 @@ class Twilio::VoiceController < ApplicationController
     when 'inbound'
       Voice::InboundCallBuilder.perform!(
         inbox: inbox,
-        from_number: twilio_from,
-        call_sid: twilio_call_sid
+        call_sid: twilio_call_sid,
+        caller: { source_ids: [twilio_from], contact_attributes: { name: twilio_from, phone_number: twilio_from } }
       )
     when 'outbound-api', 'outbound-dial'
       sync_outbound_leg(call_sid: twilio_call_sid, direction: twilio_direction)

enterprise/app/services/voice/inbound_call_builder.rb

@@ -1,17 +1,19 @@
 class Voice::InboundCallBuilder
-  attr_reader :inbox, :from_number, :call_sid, :provider, :extra_meta
+  attr_reader :inbox, :call_sid, :provider, :extra_meta, :source_ids, :contact_attributes
 
-  def self.perform!(inbox:, from_number:, call_sid:, provider: :twilio, extra_meta: {})
-    new(inbox: inbox, from_number: from_number, call_sid: call_sid,
-        provider: provider, extra_meta: extra_meta).perform!
+  # `caller` carries the contact identity: { source_ids:, contact_attributes: }. Twilio passes
+  # its single +phone source_id; WhatsApp passes the message-path phone/user_id/parent_user_id set.
+  def self.perform!(inbox:, call_sid:, caller:, provider: :twilio, extra_meta: {})
+    new(inbox: inbox, call_sid: call_sid, caller: caller, provider: provider, extra_meta: extra_meta).perform!
   end
 
-  def initialize(inbox:, from_number:, call_sid:, provider: :twilio, extra_meta: {})
+  def initialize(inbox:, call_sid:, caller:, provider: :twilio, extra_meta: {})
     @inbox = inbox
-    @from_number = from_number
     @call_sid = call_sid
     @provider = provider.to_sym
     @extra_meta = extra_meta || {}
+    @source_ids = Array(caller[:source_ids]).compact_blank
+    @contact_attributes = caller[:contact_attributes] || {}
   end
 
   def perform!
@@ -43,46 +45,17 @@ class Voice::InboundCallBuilder
         .find_by(provider: provider, provider_call_id: call_sid)
   end
 
-  # Always look up by (inbox, source_id) first — that pair has a UNIQUE index, so
-  # creating with a colliding source_id under a different contact would raise
-  # RecordNotUnique. Reuse the existing ContactInbox (and its contact) when found.
-  # A concurrent message webhook for the same wa_id can win the (inbox_id, source_id)
-  # race; rescue and re-find so the call path doesn't drop the connect.
+  # Resolve the contact/ContactInbox the same way inbound messages do — match across every
+  # candidate source_id (phone + BSUID aliases) so a call reuses the existing thread, creating
+  # one keyed on the first (phone, else BSUID) only when none exists. Shared with messaging via
+  # ContactInboxSourceIdResolver, which also rescues the concurrent-webhook create race.
   def ensure_contact_inbox!
-    sid = source_id_for_provider
-    existing = inbox.contact_inboxes.find_by(source_id: sid)
-    return existing if existing
-
-    ContactInbox.create!(contact: ensure_contact!, inbox: inbox, source_id: sid)
-  rescue ActiveRecord::RecordNotUnique
-    inbox.contact_inboxes.find_by!(source_id: sid)
+    ContactInboxSourceIdResolver.new(
+      inbox: inbox, source_ids: source_ids, contact_attributes: contact_attributes
+    ).perform
   end
 
-  def ensure_contact!
-    contact = account.contacts.find_or_create_by!(phone_number: from_number) do |record|
-      record.name = contact_name.presence || from_number
-    end
-    contact.update!(name: contact_name) if contact_name.present? && contact.name == from_number
-    contact
-  end
-
-  # WhatsApp inbound calls carry the caller's profile name in extra_meta; Twilio
-  # calls don't, so contact naming falls back to the phone number.
-  def contact_name
-    extra_meta['contact_name'].presence
-  end
-
-  # WhatsApp ContactInbox.source_id must be digits-only (the wa_id); Twilio accepts the +.
-  # Run BR/AR-style wa_id normalization (same path messaging uses) so an inbound call
-  # finds the existing ContactInbox instead of forking a new contact/conversation.
-  def source_id_for_provider
-    return from_number unless provider == :whatsapp
-
-    digits = from_number.to_s.delete_prefix('+')
-    Whatsapp::PhoneNumberNormalizationService.new(inbox).normalize_and_find_contact_by_provider(digits, :cloud)
-  end
-
-  # Mirror incoming-message routing: reuse the open conversation (or the last one when locked), else create new.
+  # Mirror Whatsapp::IncomingMessageBaseService#set_conversation: reuse this row's open conversation (or last when locked), else create.
   def resolve_conversation!(contact, contact_inbox)
     reusable = if inbox.lock_to_single_conversation
                  contact_inbox.conversations.last

enterprise/app/services/whatsapp/call_conversation_builder.rb

@@ -0,0 +1,32 @@
+class Whatsapp::CallConversationBuilder
+  pattr_initialize [:inbox!, :contact!, :user!]
+
+  # Mirrors the continuity rule in Whatsapp::IncomingMessageBaseService#set_conversation.
+  # Locked inboxes hold a contact to one thread, so the caller is refused rather than given a second one.
+  def existing_conversation
+    return contact_conversations.first if inbox.lock_to_single_conversation
+
+    # Only threads the caller can open, else a newest-but-hidden thread would block the call.
+    Conversations::PermissionFilterService.new(
+      contact_conversations.where.not(status: :resolved), user, inbox.account
+    ).perform.first
+  end
+
+  def contact_conversations
+    inbox.conversations.where(contact_id: contact.id).order(last_activity_at: :desc)
+  end
+
+  # Unsaved, so callers can authorize the thread a call would open before dialing.
+  def new_conversation
+    inbox.account.conversations.new(inbox: inbox, contact: contact, assignee_id: user.id, status: :open)
+  end
+
+  # Locked so two agents calling the same fresh contact can't open two threads.
+  def perform!
+    contact_inbox = ContactInboxBuilder.new(contact: contact, inbox: inbox).perform
+
+    contact_inbox.with_lock do
+      existing_conversation || new_conversation.tap { |conversation| conversation.update!(contact_inbox: contact_inbox) }
+    end
+  end
+end

enterprise/app/services/whatsapp/call_permission_request_service.rb

@@ -0,0 +1,63 @@
+# Meta error 138006 means the contact hasn't opted in to calls yet; send the opt-in template.
+class Whatsapp::CallPermissionRequestService
+  THROTTLE = 5.minutes
+
+  pattr_initialize [:conversation!]
+
+  # Locked so two agents calling the same contact can't both send the template.
+  def perform
+    conversation.with_lock do
+      next 'permission_pending' if throttled?
+
+      sent = send_request_safely
+      next 'failed' if sent.blank?
+
+      record_wamid(sent)
+      emit_activity
+      'permission_requested'
+    end
+  end
+
+  private
+
+  def throttled?
+    last_requested = conversation.additional_attributes&.dig('call_permission_requested_at')
+    last_requested.present? && Time.zone.parse(last_requested) > THROTTLE.ago
+  end
+
+  # Treat transport errors as a falsy return so the caller renders 422 rather than 500.
+  def send_request_safely
+    provider_service.send_call_permission_request(conversation.contact.phone_number.delete('+'), *body_args)
+  rescue StandardError => e
+    Rails.logger.warn "[WHATSAPP CALL] permission_request failed: #{e.class} #{e.message}"
+    nil
+  end
+
+  # Pass the inbox-level override only when present so the provider falls back
+  # to the i18n default for inboxes that haven't customized the prompt.
+  def body_args
+    custom_body = conversation.inbox.channel.provider_config&.dig('call_permission_request_body').presence
+    custom_body ? [custom_body] : []
+  end
+
+  def emit_activity
+    content = I18n.t('conversations.activity.whatsapp_call.permission_requested', contact_name: conversation.contact.name)
+    ::Conversations::ActivityMessageJob.perform_later(
+      conversation,
+      { account_id: conversation.account_id, inbox_id: conversation.inbox_id, message_type: :activity, content: content }
+    )
+  end
+
+  # Stash the outbound wamid so the reply webhook can match context.id back here.
+  def record_wamid(sent)
+    attrs = (conversation.additional_attributes || {}).merge(
+      'call_permission_requested_at' => Time.current.iso8601,
+      'call_permission_request_message_id' => sent.dig('messages', 0, 'id')
+    )
+    conversation.update!(additional_attributes: attrs)
+  end
+
+  def provider_service
+    @provider_service ||= conversation.inbox.channel.provider_service
+  end
+end

enterprise/app/services/whatsapp/inbound_call_identity_builder.rb

@@ -0,0 +1,48 @@
+class Whatsapp::InboundCallIdentityBuilder
+  pattr_initialize [:inbox!, :params!]
+
+  # Build the message path's source_id set (phone wa_id -> user_id -> parent_user_id) plus
+  # contact attributes, so the resolver lands a call on the same ContactInbox a message would.
+  # BSUIDs ride in from_user_id/from_parent_user_id (or the contact's user_id/parent_user_id),
+  # never in `from` (the phone wa_id).
+  def perform(payload)
+    contact = caller_contact(payload)
+    phone = contact[:wa_id].presence || payload[:from].presence
+    source_ids = [
+      phone_source_id(phone),
+      payload[:from_user_id].presence || contact[:user_id].presence,
+      payload[:from_parent_user_id].presence || contact[:parent_user_id].presence
+    ].compact_blank.uniq
+    { source_ids: source_ids, contact_attributes: contact_attributes(contact, phone, source_ids.first) }
+  end
+
+  private
+
+  # Normalize the wa_id the same way messaging does so a call matches its stored source_id.
+  def phone_source_id(phone)
+    return unless phone.to_s.match?(/\A\d{1,15}\z/)
+
+    Whatsapp::PhoneNumberNormalizationService.new(inbox).normalize_and_find_contact_by_provider(phone.to_s, :cloud)
+  end
+
+  def contact_attributes(contact, phone, source_identifier)
+    name = contact.dig(:profile, :name).presence || source_identifier
+    return { name: name } unless phone.to_s.match?(/\A\d{1,15}\z/)
+
+    formatted = "+#{phone}"
+    { name: name == phone ? formatted : name, phone_number: formatted }
+  end
+
+  # Match the contacts entry to THIS caller so batched payloads don't borrow another's identity.
+  def caller_contact(payload)
+    Array(params[:contacts]).map(&:with_indifferent_access).find do |c|
+      identifier_match?(c[:wa_id], payload[:from]) ||
+        identifier_match?(c[:user_id], payload[:from_user_id]) ||
+        identifier_match?(c[:parent_user_id], payload[:from_parent_user_id])
+    end || {}.with_indifferent_access
+  end
+
+  def identifier_match?(left, right)
+    left.present? && right.present? && left.to_s == right.to_s
+  end
+end

enterprise/app/services/whatsapp/incoming_call_service.rb

@@ -95,28 +95,21 @@ class Whatsapp::IncomingCallService
   # commit) already terminal, never `ringing` — agents aren't rung for a dead call.
   def build_inbound_call(payload, sdp_offer)
     ActiveRecord::Base.transaction do
-      call = Voice::InboundCallBuilder.perform!(inbox: inbox, from_number: "+#{payload[:from]}", call_sid: payload[:id],
-                                                provider: :whatsapp, extra_meta: inbound_extra_meta(payload, sdp_offer))
+      identity = Whatsapp::InboundCallIdentityBuilder.new(inbox: inbox, params: params).perform(payload)
+      extra_meta = { 'sdp_offer' => sdp_offer, 'ice_servers' => Call.default_ice_servers }
+      call = Voice::InboundCallBuilder.perform!(inbox: inbox, call_sid: payload[:id],
+                                                provider: :whatsapp, extra_meta: extra_meta, caller: identity)
+      sync_caller_identifiers(call, identity)
       tombstone = consume_terminate_tombstone(payload[:id])
       finalize_terminate(call, tombstone['duration'], tombstone['terminate_reason']) if tombstone
       call
     end
   end
 
-  def inbound_extra_meta(payload, sdp_offer)
-    extra_meta = { 'sdp_offer' => sdp_offer, 'ice_servers' => Call.default_ice_servers }
-    name = caller_profile_name(payload)
-    extra_meta['contact_name'] = name if name.present?
-    extra_meta
-  end
-
-  # Match strictly on wa_id (== calls[].from): in a batched payload missing this
-  # call's contact entry, borrowing another caller's name would corrupt this
-  # contact, so fall back to the phone number (nil here) instead of contacts.first.
-  def caller_profile_name(payload)
-    contacts = Array(params[:contacts]).map(&:with_indifferent_access)
-    match = contacts.find { |c| c[:wa_id].to_s == payload[:from].to_s }
-    match&.dig(:profile, :name).presence
+  # Backfill every caller alias (the builder only stores the first) so a later event keyed on any one lands on this thread.
+  def sync_caller_identifiers(call, identity)
+    Whatsapp::IdentifierSyncService.new(contact_inbox: call.conversation.contact_inbox, contact: call.contact)
+                                   .perform(source_ids: identity[:source_ids], phone_number: identity.dig(:contact_attributes, :phone_number))
   end
 
   # `connect` is the WebRTC tunnel-ready signal, not the pickup signal. Apply

enterprise/app/views/api/v1/accounts/whatsapp_calls/initiate.json.jbuilder

@@ -2,4 +2,5 @@ json.status 'calling'
 json.call_id @call.provider_call_id
 json.id @call.id
 json.message_id @message.id
+json.conversation_id @conversation.display_id
 json.provider 'whatsapp'

lib/integrations/openai/openai_prompts/captain_overview_summary.liquid

@@ -1,8 +1,8 @@
 You are writing a short, warm summary of how an AI support assistant named "{{ assistant_name }}" performed over a reporting period, for {{ first_name }}, the person who manages it.
 
 Voice and format:
-- Write the entire summary in {{ language }}, including the opening greeting.
-- Address {{ first_name }} directly and open with "Hey {{ first_name }},". Be conversational, never robotic.
+- Write the entire summary in {{ language }}.
+- Address {{ first_name }} directly and open with a short casual greeting to {{ first_name }} in {{ language }}, the natural equivalent of "Hey {{ first_name }},". Never leave the greeting in English when {{ language }} is not English. Be conversational, never robotic.
 - Always call the assistant by its name, {{ assistant_name }}. Never call it "Captain", "the assistant", or "your assistant".
 - This is a static, read-only poster on an analytics dashboard, not a chat. The reader cannot reply or ask you for anything. Never ask a question, invite a reply, offer further help, or say things like "let me know" or "I can dive in".
 - Write 2 to 4 sentences in one short paragraph. Add a second short paragraph only for a genuinely useful heads-up.

spec/enterprise/controllers/twilio/voice_controller_spec.rb

@@ -33,8 +33,8 @@ RSpec.describe 'Twilio::VoiceController', type: :request do
 
       expect(Voice::InboundCallBuilder).to receive(:perform!).with(
         inbox: inbox,
-        from_number: from_number,
-        call_sid: call_sid
+        call_sid: call_sid,
+        caller: { source_ids: [from_number], contact_attributes: { name: from_number, phone_number: from_number } }
       ).and_return(call)
 
       post "/twilio/voice/call/#{digits}", params: {

spec/enterprise/services/voice/inbound_call_builder_spec.rb

@@ -17,8 +17,8 @@ RSpec.describe Voice::InboundCallBuilder do
   def perform_builder
     described_class.perform!(
       inbox: inbox,
-      from_number: from_number,
-      call_sid: call_sid
+      call_sid: call_sid,
+      caller: { source_ids: [from_number], contact_attributes: { name: from_number, phone_number: from_number } }
     )
   end
 
@@ -100,26 +100,29 @@ RSpec.describe Voice::InboundCallBuilder do
     end
   end
 
-  context 'when the WhatsApp wa_id needs Brazil normalization to match an existing ContactInbox' do
+  context 'when a WhatsApp call shares a BSUID with an existing ContactInbox' do
     let(:whatsapp_channel) do
       create(:channel_whatsapp, account: account, provider: 'whatsapp_cloud',
                                 provider_config: { 'phone_number_id' => '123', 'source' => 'embedded_signup', 'calling_enabled' => true },
                                 validate_provider_config: false, sync_templates: false)
     end
     let(:whatsapp_inbox) { whatsapp_channel.inbox }
-    let!(:stored_contact) { create(:contact, account: account, phone_number: '+5541988887777') }
+    let!(:stored_contact) { create(:contact, account: account) }
     let!(:stored_contact_inbox) do
-      create(:contact_inbox, contact: stored_contact, inbox: whatsapp_inbox, source_id: '5541988887777')
+      create(:contact_inbox, contact: stored_contact, inbox: whatsapp_inbox, source_id: 'IN.2081978709342942')
     end
 
     before { account.enable_features!('channel_voice') }
 
-    it 'reuses the contact via normalized wa_id rather than forking a new ContactInbox' do
+    # Closes the gap: the contact was keyed by BSUID, but the call also carries a phone.
+    # Matching across every source_id reuses the contact instead of forking on the phone.
+    it 'reuses the contact by matching any source_id, not just the first' do
       call = described_class.perform!(
         inbox: whatsapp_inbox,
-        from_number: '+554188887777',
-        call_sid: 'wacall_br_1',
-        provider: :whatsapp
+        call_sid: 'wacall_bsuid_1',
+        provider: :whatsapp,
+        caller: { source_ids: ['5541988887777', 'IN.2081978709342942'],
+                  contact_attributes: { name: 'Ada Lovelace', phone_number: '+5541988887777' } }
       )
 
       expect(call.contact).to eq(stored_contact)

spec/enterprise/services/whatsapp/incoming_call_service_spec.rb

@@ -74,6 +74,120 @@ describe Whatsapp::IncomingCallService do
     end
   end
 
+  describe 'inbound connect from a username (BSUID) caller' do
+    let(:sdp_offer) { "v=0\r\n...sdp..." }
+    let(:bsuid) { 'IN.2081978709342942' }
+    let!(:agent) { create(:user, account: account) }
+
+    before { create(:inbox_member, inbox: inbox, user: agent) }
+
+    it 'keys a phone caller by the phone (matching messaging) even when a BSUID is also present' do
+      allow(ActionCable.server).to receive(:broadcast)
+
+      params = {
+        calls: [{ id: provider_call_id, from: from_number, from_user_id: bsuid, event: 'connect',
+                  session: { sdp: sdp_offer, sdp_type: 'offer' } }],
+        contacts: [{ wa_id: from_number, user_id: bsuid, profile: { name: 'Ada Lovelace' } }]
+      }
+      expect { described_class.new(inbox: inbox, params: params).perform }
+        .to change(Call, :count).by(1).and change(Conversation, :count).by(1)
+
+      contact_inbox = Call.last.conversation.contact_inbox
+      expect(contact_inbox.source_id).to eq(from_number)
+      expect(contact_inbox.contact.name).to eq('Ada Lovelace')
+    end
+
+    it 'keys a username-only caller by the BSUID when no phone `from` is present' do
+      allow(ActionCable.server).to receive(:broadcast)
+
+      params = {
+        calls: [{ id: provider_call_id, from_user_id: bsuid, event: 'connect',
+                  session: { sdp: sdp_offer, sdp_type: 'offer' } }],
+        contacts: [{ user_id: bsuid, profile: { name: 'Ada Lovelace' } }]
+      }
+      expect { described_class.new(inbox: inbox, params: params).perform }
+        .to change(Call, :count).by(1)
+
+      contact_inbox = Call.last.conversation.contact_inbox
+      expect(contact_inbox.source_id).to eq(bsuid)
+      expect(contact_inbox.contact.name).to eq('Ada Lovelace')
+    end
+
+    it 'reuses the phone-keyed ContactInbox messaging created for a phone caller and backfills the BSUID alias' do
+      allow(ActionCable.server).to receive(:broadcast)
+      contact = create(:contact, account: account)
+      existing = create(:contact_inbox, inbox: inbox, contact: contact, source_id: from_number)
+
+      params = {
+        calls: [{ id: provider_call_id, from: from_number, from_user_id: bsuid, event: 'connect',
+                  session: { sdp: sdp_offer, sdp_type: 'offer' } }],
+        contacts: [{ wa_id: from_number, user_id: bsuid }]
+      }
+      # The conversation reuses the existing phone thread; the BSUID alias is backfilled onto the same contact.
+      expect { described_class.new(inbox: inbox, params: params).perform }
+        .to change(Call, :count).by(1).and change(ContactInbox, :count).by(1)
+
+      expect(Call.last.contact).to eq(contact)
+      expect(Call.last.conversation.contact_inbox).to eq(existing)
+      expect(inbox.contact_inboxes.find_by(source_id: bsuid).contact).to eq(contact)
+    end
+
+    it 'reuses a phone ContactInbox via the same wa_id normalization messaging uses' do
+      allow(ActionCable.server).to receive(:broadcast)
+      contact = create(:contact, account: account, phone_number: '+5541988887777')
+      existing = create(:contact_inbox, inbox: inbox, contact: contact, source_id: '5541988887777')
+
+      params = {
+        calls: [{ id: provider_call_id, from: '554188887777', event: 'connect',
+                  session: { sdp: sdp_offer, sdp_type: 'offer' } }],
+        contacts: [{ wa_id: '554188887777' }]
+      }
+      expect { described_class.new(inbox: inbox, params: params).perform }
+        .to change(Call, :count).by(1).and not_change(ContactInbox, :count)
+
+      expect(Call.last.conversation.contact_inbox).to eq(existing)
+    end
+
+    it 'reuses the BSUID-keyed ContactInbox messaging created for a username-only caller' do
+      allow(ActionCable.server).to receive(:broadcast)
+      contact = create(:contact, account: account)
+      existing = create(:contact_inbox, inbox: inbox, contact: contact, source_id: bsuid)
+
+      params = {
+        calls: [{ id: provider_call_id, from_user_id: bsuid, event: 'connect',
+                  session: { sdp: sdp_offer, sdp_type: 'offer' } }],
+        contacts: [{ user_id: bsuid }]
+      }
+      expect { described_class.new(inbox: inbox, params: params).perform }
+        .to change(Call, :count).by(1).and not_change(ContactInbox, :count)
+
+      expect(Call.last.contact).to eq(contact)
+      expect(Call.last.conversation.contact_inbox).to eq(existing)
+    end
+
+    # The gap: messaging created the contact username-only (BSUID-keyed), and the call now
+    # also exposes a phone. Matching across every source_id reuses the BSUID thread instead
+    # of forking a new phone-keyed contact.
+    it 'reuses a BSUID-keyed ContactInbox even when the call also carries a phone and backfills the phone alias' do
+      allow(ActionCable.server).to receive(:broadcast)
+      contact = create(:contact, account: account)
+      existing = create(:contact_inbox, inbox: inbox, contact: contact, source_id: bsuid)
+
+      params = {
+        calls: [{ id: provider_call_id, from: from_number, from_user_id: bsuid, event: 'connect',
+                  session: { sdp: sdp_offer, sdp_type: 'offer' } }],
+        contacts: [{ wa_id: from_number, user_id: bsuid }]
+      }
+      # The conversation reuses the existing BSUID thread; the phone alias is backfilled onto the same contact.
+      expect { described_class.new(inbox: inbox, params: params).perform }
+        .to change(Call, :count).by(1).and change(ContactInbox, :count).by(1)
+
+      expect(Call.last.contact).to eq(contact)
+      expect(Call.last.conversation.contact_inbox).to eq(existing)
+      expect(inbox.contact_inboxes.find_by(source_id: from_number).contact).to eq(contact)
+    end
+  end
+
   describe 'outbound connect (existing call)' do
     let!(:call) do
       conversation = create(:conversation, account: account, inbox: inbox)

spec/services/whatsapp/incoming_message_service_spec.rb

@@ -34,8 +34,8 @@ describe Whatsapp::IncomingMessageService do
 
       it 'appends to last conversation when if conversation already exists' do
         contact_inbox = create(:contact_inbox, inbox: whatsapp_channel.inbox, source_id: params[:messages].first[:from])
-        2.times.each { create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox) }
-        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+        2.times.each { create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox, contact: contact_inbox.contact) }
+        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox, contact: contact_inbox.contact)
         described_class.new(inbox: whatsapp_channel.inbox, params: params).perform
         # no new conversation should be created
         expect(whatsapp_channel.inbox.conversations.count).to eq(3)
@@ -46,7 +46,7 @@ describe Whatsapp::IncomingMessageService do
       it 'reopen last conversation if last conversation is resolved and lock to single conversation is enabled' do
         whatsapp_channel.inbox.update(lock_to_single_conversation: true)
         contact_inbox = create(:contact_inbox, inbox: whatsapp_channel.inbox, source_id: params[:messages].first[:from])
-        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox, contact: contact_inbox.contact)
         last_conversation.update(status: 'resolved')
         described_class.new(inbox: whatsapp_channel.inbox, params: params).perform
         # no new conversation should be created
@@ -59,7 +59,7 @@ describe Whatsapp::IncomingMessageService do
       it 'creates a new conversation if last conversation is resolved and lock to single conversation is disabled' do
         whatsapp_channel.inbox.update(lock_to_single_conversation: false)
         contact_inbox = create(:contact_inbox, inbox: whatsapp_channel.inbox, source_id: params[:messages].first[:from])
-        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox, contact: contact_inbox.contact)
         last_conversation.update(status: 'resolved')
         described_class.new(inbox: whatsapp_channel.inbox, params: params).perform
         # new conversation should be created
@@ -70,7 +70,7 @@ describe Whatsapp::IncomingMessageService do
       it 'will not create a new conversation if last conversation is not resolved and lock to single conversation is disabled' do
         whatsapp_channel.inbox.update(lock_to_single_conversation: false)
         contact_inbox = create(:contact_inbox, inbox: whatsapp_channel.inbox, source_id: params[:messages].first[:from])
-        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox, contact: contact_inbox.contact)
         last_conversation.update(status: Conversation.statuses.except('resolved').keys.sample)
         described_class.new(inbox: whatsapp_channel.inbox, params: params).perform
         # new conversation should be created
@@ -238,7 +238,7 @@ describe Whatsapp::IncomingMessageService do
       end
 
       before do
-        create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+        create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox, contact: contact_inbox.contact)
         described_class.new(inbox: whatsapp_channel.inbox, params: params).perform
       end
 
@@ -453,7 +453,7 @@ describe Whatsapp::IncomingMessageService do
 
       it 'appends to existing contact if contact inbox exists' do
         contact_inbox = create(:contact_inbox, inbox: whatsapp_channel.inbox, source_id: wa_id)
-        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox, contact: contact_inbox.contact)
         described_class.new(inbox: whatsapp_channel.inbox, params: params).perform
         # no new conversation should be created
         expect(whatsapp_channel.inbox.conversations.count).to eq(1)
@@ -468,7 +468,7 @@ describe Whatsapp::IncomingMessageService do
       context 'when a contact inbox exists in the old format without 9 included' do
         it 'appends to existing contact' do
           contact_inbox = create(:contact_inbox, inbox: whatsapp_channel.inbox, source_id: wa_id)
-          last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+          last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox, contact: contact_inbox.contact)
           described_class.new(inbox: whatsapp_channel.inbox, params: params).perform
           # no new conversation should be created
           expect(whatsapp_channel.inbox.conversations.count).to eq(1)
@@ -480,7 +480,7 @@ describe Whatsapp::IncomingMessageService do
       context 'when a contact inbox exists in the new format with 9 included' do
         it 'appends to existing contact' do
           contact_inbox = create(:contact_inbox, inbox: whatsapp_channel.inbox, source_id: '5541988887777')
-          last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+          last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox, contact: contact_inbox.contact)
           described_class.new(inbox: whatsapp_channel.inbox, params: params).perform
           # no new conversation should be created
           expect(whatsapp_channel.inbox.conversations.count).to eq(1)
@@ -515,7 +515,7 @@ describe Whatsapp::IncomingMessageService do
         # Normalized format removes the 9 after country code
         normalized_wa_id = '541123456789'
         contact_inbox = create(:contact_inbox, inbox: whatsapp_channel.inbox, source_id: normalized_wa_id)
-        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox, contact: contact_inbox.contact)
         described_class.new(inbox: whatsapp_channel.inbox, params: params).perform
         # no new conversation should be created
         expect(whatsapp_channel.inbox.conversations.count).to eq(1)
@@ -532,7 +532,7 @@ describe Whatsapp::IncomingMessageService do
       context 'when a contact inbox exists with the same format' do
         it 'appends to existing contact' do
           contact_inbox = create(:contact_inbox, inbox: whatsapp_channel.inbox, source_id: wa_id)
-          last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+          last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox, contact: contact_inbox.contact)
           described_class.new(inbox: whatsapp_channel.inbox, params: params).perform
           # no new conversation should be created
           expect(whatsapp_channel.inbox.conversations.count).to eq(1)