From 1230d1f2512e5f2135564a91aff4974d43c26094 Mon Sep 17 00:00:00 2001
From: Muhsin Keloth <muhsinkeramam@gmail.com>
Date: Wed, 30 Jul 2025 11:07:18 +0400
Subject: [PATCH 1/7] chore: Added support for inbox variables (#11952)

---
 .../components/widgets/conversation/ReplyBox.vue       |  1 +
 app/javascript/shared/constants/messages.js            |  8 ++++++++
 package.json                                           |  2 +-
 pnpm-lock.yaml                                         | 10 +++++-----
 4 files changed, 15 insertions(+), 6 deletions(-)

diff --git a/app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue b/app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue
index 8bf81d0c3..e5243ac04 100644
--- a/app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue
+++ b/app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue
@@ -372,6 +372,7 @@ export default {
       const variables = getMessageVariables({
         conversation: this.currentChat,
         contact: this.currentContact,
+        inbox: this.inbox,
       });
       return variables;
     },
diff --git a/app/javascript/shared/constants/messages.js b/app/javascript/shared/constants/messages.js
index f5fa834fc..7b7b4f331 100644
--- a/app/javascript/shared/constants/messages.js
+++ b/app/javascript/shared/constants/messages.js
@@ -157,6 +157,14 @@ export const MESSAGE_VARIABLES = [
     label: 'Agent email',
     key: 'agent.email',
   },
+  {
+    key: 'inbox.name',
+    label: 'Inbox name',
+  },
+  {
+    label: 'Inbox id',
+    key: 'inbox.id',
+  },
 ];
 
 export const ATTACHMENT_ICONS = {
diff --git a/package.json b/package.json
index e0fd2cf7b..668ea8b57 100644
--- a/package.json
+++ b/package.json
@@ -34,7 +34,7 @@
     "@breezystack/lamejs": "^1.2.7",
     "@chatwoot/ninja-keys": "1.2.3",
     "@chatwoot/prosemirror-schema": "1.1.6-next",
-    "@chatwoot/utils": "^0.0.47",
+    "@chatwoot/utils": "^0.0.48",
     "@formkit/core": "^1.6.7",
     "@formkit/vue": "^1.6.7",
     "@hcaptcha/vue3-hcaptcha": "^1.3.0",
diff --git a/pnpm-lock.yaml b/pnpm-lock.yaml
index a88cfc084..16e830a87 100644
--- a/pnpm-lock.yaml
+++ b/pnpm-lock.yaml
@@ -23,8 +23,8 @@ importers:
         specifier: 1.1.6-next
         version: 1.1.6-next
       '@chatwoot/utils':
-        specifier: ^0.0.47
-        version: 0.0.47
+        specifier: ^0.0.48
+        version: 0.0.48
       '@formkit/core':
         specifier: ^1.6.7
         version: 1.6.7
@@ -406,8 +406,8 @@ packages:
   '@chatwoot/prosemirror-schema@1.1.6-next':
     resolution: {integrity: sha512-9lf7FrcED/B5oyGrMmIkbegkhlC/P0NrtXoX8k94YWRosZcx0hGVGhpTud+0Mhm7saAfGerKIwTRVDmmnxPuCA==}
 
-  '@chatwoot/utils@0.0.47':
-    resolution: {integrity: sha512-0z/MY+rBjDnf6zuWbMdzexH+zFDXU/g5fPr/kcUxnqtvPsZIQpL8PvwSPBW0+wS6R7LChndNkdviV1e9H8Yp+Q==}
+  '@chatwoot/utils@0.0.48':
+    resolution: {integrity: sha512-67M2lvpBp0Ciczv1uRzabOXSCGiEeJE3wYVoPAxkqI35CJSkotu4tSX2TFOwagUQoRyU6F8YV3xXGfCpDN9WAA==}
     engines: {node: '>=10'}
 
   '@codemirror/commands@6.7.0':
@@ -5255,7 +5255,7 @@ snapshots:
       prosemirror-utils: 1.2.2(prosemirror-model@1.22.3)(prosemirror-state@1.4.3)
       prosemirror-view: 1.34.1
 
-  '@chatwoot/utils@0.0.47':
+  '@chatwoot/utils@0.0.48':
     dependencies:
       date-fns: 2.30.0
 

From df4de508e70deefb8fa88b09bc69add7a0bdb798 Mon Sep 17 00:00:00 2001
From: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Date: Wed, 30 Jul 2025 19:34:27 +0530
Subject: [PATCH 2/7] feat: New Scenarios page (#11975)

---
 .../dashboard/api/captain/scenarios.js        |  36 ++
 app/javascript/dashboard/api/captain/tools.js |  16 +
 .../components-next/Editor/Editor.vue         |   2 +
 .../captain/assistant/AddNewRulesDialog.vue   |   6 +-
 .../assistant/AddNewScenariosDialog.vue       | 155 +++++++++
 .../captain/assistant/RuleCard.vue            |   1 -
 .../captain/assistant/ScenariosCard.story.vue |  45 +++
 .../captain/assistant/ScenariosCard.vue       | 218 ++++++++++++
 .../captain/assistant/ToolsDropdown.story.vue |  37 ++
 .../captain/assistant/ToolsDropdown.vue       |  54 +++
 .../components/widgets/WootWriter/Editor.vue  |  26 +-
 .../widgets/conversation/TagTools.vue         |  56 +++
 .../helper/AnalyticsHelper/events.js          |   1 +
 .../dashboard/helper/editorHelper.js          |  11 +
 .../i18n/locale/en/integrations.json          |  69 ++++
 .../captain/assistants/guardrails/Index.vue   |   5 +
 .../captain/assistants/guidelines/Index.vue   |   7 +
 .../captain/assistants/scenarios/Index.vue    | 320 ++++++++++++++++++
 .../captain/assistants/settings/Settings.vue  |   2 +-
 .../dashboard/captain/captain.routes.js       |  16 +
 .../dashboard/store/captain/scenarios.js      |  38 +++
 .../dashboard/store/captain/tools.js          |  24 ++
 app/javascript/dashboard/store/index.js       |   4 +
 .../captain/scenarios/index.json.jbuilder     |   7 +-
 package.json                                  |   2 +-
 pnpm-lock.yaml                                |  10 +-
 .../captain/scenarios_controller_spec.rb      |   8 +-
 27 files changed, 1161 insertions(+), 15 deletions(-)
 create mode 100644 app/javascript/dashboard/api/captain/scenarios.js
 create mode 100644 app/javascript/dashboard/api/captain/tools.js
 create mode 100644 app/javascript/dashboard/components-next/captain/assistant/AddNewScenariosDialog.vue
 create mode 100644 app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.story.vue
 create mode 100644 app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.vue
 create mode 100644 app/javascript/dashboard/components-next/captain/assistant/ToolsDropdown.story.vue
 create mode 100644 app/javascript/dashboard/components-next/captain/assistant/ToolsDropdown.vue
 create mode 100644 app/javascript/dashboard/components/widgets/conversation/TagTools.vue
 create mode 100644 app/javascript/dashboard/routes/dashboard/captain/assistants/scenarios/Index.vue
 create mode 100644 app/javascript/dashboard/store/captain/scenarios.js
 create mode 100644 app/javascript/dashboard/store/captain/tools.js

diff --git a/app/javascript/dashboard/api/captain/scenarios.js b/app/javascript/dashboard/api/captain/scenarios.js
new file mode 100644
index 000000000..3e61c28a3
--- /dev/null
+++ b/app/javascript/dashboard/api/captain/scenarios.js
@@ -0,0 +1,36 @@
+/* global axios */
+import ApiClient from '../ApiClient';
+
+class CaptainScenarios extends ApiClient {
+  constructor() {
+    super('captain/assistants', { accountScoped: true });
+  }
+
+  get({ assistantId, page = 1, searchKey } = {}) {
+    return axios.get(`${this.url}/${assistantId}/scenarios`, {
+      params: { page, searchKey },
+    });
+  }
+
+  show({ assistantId, id }) {
+    return axios.get(`${this.url}/${assistantId}/scenarios/${id}`);
+  }
+
+  create({ assistantId, ...data } = {}) {
+    return axios.post(`${this.url}/${assistantId}/scenarios`, {
+      scenario: data,
+    });
+  }
+
+  update({ assistantId, id }, data = {}) {
+    return axios.put(`${this.url}/${assistantId}/scenarios/${id}`, {
+      scenario: data,
+    });
+  }
+
+  delete({ assistantId, id }) {
+    return axios.delete(`${this.url}/${assistantId}/scenarios/${id}`);
+  }
+}
+
+export default new CaptainScenarios();
diff --git a/app/javascript/dashboard/api/captain/tools.js b/app/javascript/dashboard/api/captain/tools.js
new file mode 100644
index 000000000..20edaa95e
--- /dev/null
+++ b/app/javascript/dashboard/api/captain/tools.js
@@ -0,0 +1,16 @@
+/* global axios */
+import ApiClient from '../ApiClient';
+
+class CaptainTools extends ApiClient {
+  constructor() {
+    super('captain/assistants/tools', { accountScoped: true });
+  }
+
+  get(params = {}) {
+    return axios.get(this.url, {
+      params,
+    });
+  }
+}
+
+export default new CaptainTools();
diff --git a/app/javascript/dashboard/components-next/Editor/Editor.vue b/app/javascript/dashboard/components-next/Editor/Editor.vue
index 9e5ff6ab5..a2f139bdc 100644
--- a/app/javascript/dashboard/components-next/Editor/Editor.vue
+++ b/app/javascript/dashboard/components-next/Editor/Editor.vue
@@ -20,6 +20,7 @@ const props = defineProps({
   enableVariables: { type: Boolean, default: false },
   enableCannedResponses: { type: Boolean, default: true },
   enabledMenuOptions: { type: Array, default: () => [] },
+  enableCaptainTools: { type: Boolean, default: false },
 });
 
 const emit = defineEmits(['update:modelValue']);
@@ -98,6 +99,7 @@ watch(
         :enable-variables="enableVariables"
         :enable-canned-responses="enableCannedResponses"
         :enabled-menu-options="enabledMenuOptions"
+        :enable-captain-tools="enableCaptainTools"
         @input="handleInput"
         @focus="handleFocus"
         @blur="handleBlur"
diff --git a/app/javascript/dashboard/components-next/captain/assistant/AddNewRulesDialog.vue b/app/javascript/dashboard/components-next/captain/assistant/AddNewRulesDialog.vue
index ecdb2d654..c1a465c64 100644
--- a/app/javascript/dashboard/components-next/captain/assistant/AddNewRulesDialog.vue
+++ b/app/javascript/dashboard/components-next/captain/assistant/AddNewRulesDialog.vue
@@ -1,5 +1,6 @@
 <script setup>
 import { useToggle } from '@vueuse/core';
+import { vOnClickOutside } from '@vueuse/components';
 
 import Button from 'dashboard/components-next/button/Button.vue';
 import InlineInput from 'dashboard/components-next/inline-input/InlineInput.vue';
@@ -44,7 +45,10 @@ const onClickCancel = () => {
 </script>
 
 <template>
-  <div class="inline-flex relative">
+  <div
+    v-on-click-outside="() => togglePopover(false)"
+    class="inline-flex relative"
+  >
     <Button
       :label="buttonLabel"
       sm
diff --git a/app/javascript/dashboard/components-next/captain/assistant/AddNewScenariosDialog.vue b/app/javascript/dashboard/components-next/captain/assistant/AddNewScenariosDialog.vue
new file mode 100644
index 000000000..039e2636b
--- /dev/null
+++ b/app/javascript/dashboard/components-next/captain/assistant/AddNewScenariosDialog.vue
@@ -0,0 +1,155 @@
+<script setup>
+import { computed, reactive } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useToggle } from '@vueuse/core';
+import { useVuelidate } from '@vuelidate/core';
+import { vOnClickOutside } from '@vueuse/components';
+import { required, minLength } from '@vuelidate/validators';
+
+import Input from 'dashboard/components-next/input/Input.vue';
+import Button from 'dashboard/components-next/button/Button.vue';
+import TextArea from 'dashboard/components-next/textarea/TextArea.vue';
+import Editor from 'dashboard/components-next/Editor/Editor.vue';
+
+const emit = defineEmits(['add']);
+
+const { t } = useI18n();
+
+const [showPopover, togglePopover] = useToggle();
+
+const state = reactive({
+  id: '',
+  title: '',
+  description: '',
+  instruction: '',
+});
+
+const rules = {
+  title: { required, minLength: minLength(1) },
+  description: { required },
+  instruction: { required },
+};
+
+const v$ = useVuelidate(rules, state);
+
+const titleError = computed(() =>
+  v$.value.title.$error
+    ? t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.TITLE.ERROR')
+    : ''
+);
+
+const descriptionError = computed(() =>
+  v$.value.description.$error
+    ? t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.DESCRIPTION.ERROR')
+    : ''
+);
+
+const instructionError = computed(() =>
+  v$.value.instruction.$error
+    ? t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.INSTRUCTION.ERROR')
+    : ''
+);
+
+const resetState = () => {
+  Object.assign(state, {
+    id: '',
+    title: '',
+    description: '',
+    instruction: '',
+  });
+};
+
+const onClickAdd = async () => {
+  v$.value.$touch();
+  if (v$.value.$invalid) return;
+
+  await emit('add', state);
+  resetState();
+  togglePopover(false);
+};
+
+const onClickCancel = () => {
+  togglePopover(false);
+};
+</script>
+
+<template>
+  <div
+    v-on-click-outside="() => togglePopover(false)"
+    class="inline-flex relative"
+  >
+    <Button
+      :label="t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.CREATE')"
+      sm
+      slate
+      class="flex-shrink-0"
+      @click="togglePopover(!showPopover)"
+    />
+
+    <div
+      v-if="showPopover"
+      class="w-[31.25rem] absolute top-10 ltr:left-0 rtl:right-0 bg-n-alpha-3 backdrop-blur-[100px] p-6 rounded-xl border border-n-weak shadow-md flex flex-col gap-6 z-50"
+    >
+      <h3 class="text-base font-medium text-n-slate-12">
+        {{ t(`CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.TITLE`) }}
+      </h3>
+
+      <div class="flex flex-col gap-4">
+        <Input
+          v-model="state.title"
+          :label="t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.TITLE.LABEL')"
+          :placeholder="
+            t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.TITLE.PLACEHOLDER')
+          "
+          :message="titleError"
+          :message-type="titleError ? 'error' : 'info'"
+        />
+
+        <TextArea
+          v-model="state.description"
+          :label="
+            t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.DESCRIPTION.LABEL')
+          "
+          :placeholder="
+            t(
+              'CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.DESCRIPTION.PLACEHOLDER'
+            )
+          "
+          :message="descriptionError"
+          :message-type="descriptionError ? 'error' : 'info'"
+          show-character-count
+        />
+        <Editor
+          v-model="state.instruction"
+          :label="
+            t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.INSTRUCTION.LABEL')
+          "
+          :placeholder="
+            t(
+              'CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.INSTRUCTION.PLACEHOLDER'
+            )
+          "
+          :message="instructionError"
+          :message-type="instructionError ? 'error' : 'info'"
+          :show-character-count="false"
+          enable-captain-tools
+        />
+      </div>
+
+      <div class="flex items-center justify-between w-full gap-3">
+        <Button
+          variant="faded"
+          color="slate"
+          :label="t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.CANCEL')"
+          class="w-full bg-n-alpha-2 !text-n-blue-text hover:bg-n-alpha-3"
+          @click="onClickCancel"
+        />
+        <Button
+          :label="t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.CREATE')"
+          class="w-full"
+          @click="onClickAdd"
+        />
+      </div>
+    </div>
+  </div>
+</template>
diff --git a/app/javascript/dashboard/components-next/captain/assistant/RuleCard.vue b/app/javascript/dashboard/components-next/captain/assistant/RuleCard.vue
index c74881988..f2ffcc983 100644
--- a/app/javascript/dashboard/components-next/captain/assistant/RuleCard.vue
+++ b/app/javascript/dashboard/components-next/captain/assistant/RuleCard.vue
@@ -73,7 +73,6 @@ const saveEdit = () => {
       v-if="isEditing"
       v-model="editedContent"
       focus-on-mount
-      custom-input-class="flex items-center gap-2 text-sm text-n-slate-12"
       @keyup.enter="saveEdit"
     />
     <span v-else class="flex items-center gap-2 text-sm text-n-slate-12">
diff --git a/app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.story.vue b/app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.story.vue
new file mode 100644
index 000000000..3da548718
--- /dev/null
+++ b/app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.story.vue
@@ -0,0 +1,45 @@
+<script setup>
+import ScenariosCard from './ScenariosCard.vue';
+
+const sampleScenarios = [
+  {
+    id: 1,
+    title: 'Refund Order',
+    description: 'User requests a refund for a recent purchase.',
+    instruction:
+      'Gather order details and reason for refund. Use [Order Search](tool://order_search) then submit with [Refund Payment](tool://refund_payment).',
+    tools: ['order_search', 'refund_payment'],
+  },
+  {
+    id: 2,
+    title: 'Bug Report',
+    description: 'Customer reports a bug in the mobile app.',
+    instruction:
+      'Ask for reproduction steps and environment. Check [Known Issues](tool://known_issues) then create ticket with [Create Bug Report](tool://bug_report_create).',
+    tools: ['known_issues', 'bug_report_create'],
+  },
+];
+</script>
+
+<template>
+  <Story
+    title="Captain/Assistant/ScenariosCard"
+    :layout="{ type: 'grid', width: '800px' }"
+  >
+    <Variant title="Default">
+      <div
+        v-for="scenario in sampleScenarios"
+        :key="scenario.id"
+        class="px-4 py-4 bg-n-background"
+      >
+        <ScenariosCard
+          :id="scenario.id"
+          :title="scenario.title"
+          :description="scenario.description"
+          :instruction="scenario.instruction"
+          :tools="scenario.tools"
+        />
+      </div>
+    </Variant>
+  </Story>
+</template>
diff --git a/app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.vue b/app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.vue
new file mode 100644
index 000000000..d05960772
--- /dev/null
+++ b/app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.vue
@@ -0,0 +1,218 @@
+<script setup>
+import { computed, h, reactive } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useToggle } from '@vueuse/core';
+import { useVuelidate } from '@vuelidate/core';
+import { required, minLength } from '@vuelidate/validators';
+import { useMessageFormatter } from 'shared/composables/useMessageFormatter';
+import Input from 'dashboard/components-next/input/Input.vue';
+import Button from 'dashboard/components-next/button/Button.vue';
+import TextArea from 'dashboard/components-next/textarea/TextArea.vue';
+import Editor from 'dashboard/components-next/Editor/Editor.vue';
+import CardLayout from 'dashboard/components-next/CardLayout.vue';
+import Checkbox from 'dashboard/components-next/checkbox/Checkbox.vue';
+
+const props = defineProps({
+  id: {
+    type: Number,
+    required: true,
+  },
+  title: {
+    type: String,
+    required: true,
+  },
+  description: {
+    type: String,
+    required: true,
+  },
+  instruction: {
+    type: String,
+    required: true,
+  },
+  tools: {
+    type: Array,
+    required: true,
+  },
+  selectable: {
+    type: Boolean,
+    default: false,
+  },
+  isSelected: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits(['select', 'hover', 'delete', 'update']);
+
+const { t } = useI18n();
+const { formatMessage } = useMessageFormatter();
+
+const modelValue = computed({
+  get: () => props.isSelected,
+  set: () => emit('select', props.id),
+});
+
+const state = reactive({
+  id: '',
+  title: '',
+  description: '',
+  instruction: '',
+});
+
+const [isEditing, toggleEditing] = useToggle();
+
+const startEdit = () => {
+  Object.assign(state, {
+    id: props.id,
+    title: props.title,
+    description: props.description,
+    instruction: props.instruction,
+    tools: props.tools,
+  });
+  toggleEditing(true);
+};
+
+const rules = {
+  title: { required, minLength: minLength(1) },
+  description: { required },
+  instruction: { required },
+};
+
+const v$ = useVuelidate(rules, state);
+
+const titleError = computed(() =>
+  v$.value.title.$error
+    ? t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.TITLE.ERROR')
+    : ''
+);
+
+const descriptionError = computed(() =>
+  v$.value.description.$error
+    ? t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.DESCRIPTION.ERROR')
+    : ''
+);
+
+const onClickUpdate = () => {
+  v$.value.$touch();
+  if (v$.value.$invalid) return;
+  emit('update', { ...state });
+  toggleEditing(false);
+};
+
+const instructionError = computed(() =>
+  v$.value.instruction.$error
+    ? t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.INSTRUCTION.ERROR')
+    : ''
+);
+
+const LINK_INSTRUCTION_CLASS =
+  '[&_a[href^="tool://"]]:text-n-iris-11 [&_a:not([href^="tool://"])]:text-n-slate-12 [&_a]:pointer-events-none [&_a]:cursor-default';
+
+const renderInstruction = instruction => () =>
+  h('p', {
+    class: `text-sm text-n-slate-12 py-4 mb-0 [&_ol]:list-decimal ${LINK_INSTRUCTION_CLASS}`,
+    innerHTML: instruction,
+  });
+</script>
+
+<template>
+  <CardLayout
+    selectable
+    class="relative [&>div]:!py-4"
+    :class="{
+      '[&>div]:ltr:!pr-4 [&>div]:rtl:!pl-4': !isEditing,
+      '[&>div]:ltr:!pr-10 [&>div]:rtl:!pl-10': isEditing,
+    }"
+    layout="row"
+    @mouseenter="emit('hover', true)"
+    @mouseleave="emit('hover', false)"
+  >
+    <div
+      v-show="selectable && !isEditing"
+      class="absolute top-[1.125rem] ltr:left-3 rtl:right-3"
+    >
+      <Checkbox v-model="modelValue" />
+    </div>
+
+    <div v-if="!isEditing" class="flex flex-col w-full">
+      <div class="flex items-start justify-between w-full gap-2">
+        <div class="flex flex-col items-start">
+          <span class="text-sm text-n-slate-12 font-medium">{{ title }}</span>
+          <span class="text-sm text-n-slate-11 mt-2">
+            {{ description }}
+          </span>
+        </div>
+        <div class="flex items-center gap-2">
+          <!-- <Button label="Test" slate xs ghost class="!text-sm" />
+          <span class="w-px h-4 bg-n-weak" /> -->
+          <Button icon="i-lucide-pen" slate xs ghost @click="startEdit" />
+          <span class="w-px h-4 bg-n-weak" />
+          <Button
+            icon="i-lucide-trash"
+            slate
+            xs
+            ghost
+            @click="emit('delete', id)"
+          />
+        </div>
+      </div>
+      <component :is="renderInstruction(formatMessage(instruction, false))" />
+      <span class="text-sm text-n-slate-11 font-medium mb-1">
+        {{ t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.SUGGESTED.TOOLS_USED') }}
+        {{ tools?.map(tool => `@${tool}`).join(', ') }}
+      </span>
+    </div>
+    <div v-else class="overflow-hidden flex flex-col gap-4 w-full">
+      <Input
+        v-model="state.title"
+        :label="t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.TITLE.LABEL')"
+        :placeholder="
+          t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.TITLE.PLACEHOLDER')
+        "
+        :message="titleError"
+        :message-type="titleError ? 'error' : 'info'"
+      />
+
+      <TextArea
+        v-model="state.description"
+        :label="
+          t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.DESCRIPTION.LABEL')
+        "
+        :placeholder="
+          t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.DESCRIPTION.PLACEHOLDER')
+        "
+        :message="descriptionError"
+        :message-type="descriptionError ? 'error' : 'info'"
+        show-character-count
+      />
+      <Editor
+        v-model="state.instruction"
+        :label="
+          t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.INSTRUCTION.LABEL')
+        "
+        :placeholder="
+          t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.INSTRUCTION.PLACEHOLDER')
+        "
+        :message="instructionError"
+        :message-type="instructionError ? 'error' : 'info'"
+        :show-character-count="false"
+        enable-captain-tools
+      />
+      <div class="flex items-center gap-3">
+        <Button
+          faded
+          slate
+          sm
+          :label="t('CAPTAIN.ASSISTANTS.SCENARIOS.UPDATE.CANCEL')"
+          @click="toggleEditing(false)"
+        />
+        <Button
+          sm
+          :label="t('CAPTAIN.ASSISTANTS.SCENARIOS.UPDATE.UPDATE')"
+          @click="onClickUpdate"
+        />
+      </div>
+    </div>
+  </CardLayout>
+</template>
diff --git a/app/javascript/dashboard/components-next/captain/assistant/ToolsDropdown.story.vue b/app/javascript/dashboard/components-next/captain/assistant/ToolsDropdown.story.vue
new file mode 100644
index 000000000..7d0d90393
--- /dev/null
+++ b/app/javascript/dashboard/components-next/captain/assistant/ToolsDropdown.story.vue
@@ -0,0 +1,37 @@
+<script setup>
+import { ref } from 'vue';
+import ToolsDropdown from './ToolsDropdown.vue';
+
+const items = [
+  {
+    id: 'order_search',
+    title: 'Order Search',
+    description: 'Lookup orders by customer ID, email, or order number',
+  },
+  {
+    id: 'refund_payment',
+    title: 'Refund Payment',
+    description: 'Initiates a refund on a specific payment',
+  },
+  {
+    id: 'fetch_customer',
+    title: 'Fetch Customer',
+    description: 'Pulls customer details (email, tags, last seen, etc.)',
+  },
+];
+
+const selectedIndex = ref(0);
+</script>
+
+<template>
+  <Story
+    title="Captain/Assistant/ToolsDropdown"
+    :layout="{ type: 'grid', width: '600px' }"
+  >
+    <Variant title="Default">
+      <div class="relative h-80 bg-n-background p-4">
+        <ToolsDropdown :items="items" :selected-index="selectedIndex" />
+      </div>
+    </Variant>
+  </Story>
+</template>
diff --git a/app/javascript/dashboard/components-next/captain/assistant/ToolsDropdown.vue b/app/javascript/dashboard/components-next/captain/assistant/ToolsDropdown.vue
new file mode 100644
index 000000000..98f706384
--- /dev/null
+++ b/app/javascript/dashboard/components-next/captain/assistant/ToolsDropdown.vue
@@ -0,0 +1,54 @@
+<script setup>
+import { ref, watch, nextTick } from 'vue';
+
+const props = defineProps({
+  items: {
+    type: Array,
+    required: true,
+  },
+  selectedIndex: {
+    type: Number,
+    default: 0,
+  },
+});
+
+const emit = defineEmits(['select']);
+
+const toolsDropdownRef = ref(null);
+
+const onItemClick = idx => emit('select', idx);
+
+watch(
+  () => props.selectedIndex,
+  () => {
+    nextTick(() => {
+      const el = toolsDropdownRef.value?.querySelector(
+        `#tool-item-${props.selectedIndex}`
+      );
+      if (el) {
+        el.scrollIntoView({ block: 'nearest', behavior: 'auto' });
+      }
+    });
+  },
+  { immediate: true }
+);
+</script>
+
+<template>
+  <div
+    ref="toolsDropdownRef"
+    class="w-[22.5rem] p-2 flex flex-col gap-1 z-50 absolute rounded-xl bg-n-alpha-3 shadow outline outline-1 outline-n-weak backdrop-blur-[50px] max-h-[20rem] overflow-y-auto"
+  >
+    <div
+      v-for="(tool, idx) in items"
+      :id="`tool-item-${idx}`"
+      :key="tool.id || idx"
+      :class="{ 'bg-n-alpha-black2': idx === selectedIndex }"
+      class="flex flex-col gap-1 rounded-md py-2 px-2 cursor-pointer hover:bg-n-alpha-black2"
+      @click="onItemClick(idx)"
+    >
+      <span class="text-n-slate-12 font-medium text-sm">{{ tool.title }}</span>
+      <span class="text-n-slate-11 text-sm">{{ tool.description }}</span>
+    </div>
+  </div>
+</template>
diff --git a/app/javascript/dashboard/components/widgets/WootWriter/Editor.vue b/app/javascript/dashboard/components/widgets/WootWriter/Editor.vue
index 7ac589691..b76416c2d 100644
--- a/app/javascript/dashboard/components/widgets/WootWriter/Editor.vue
+++ b/app/javascript/dashboard/components/widgets/WootWriter/Editor.vue
@@ -15,6 +15,7 @@ import CannedResponse from '../conversation/CannedResponse.vue';
 import KeyboardEmojiSelector from './keyboardEmojiSelector.vue';
 import TagAgents from '../conversation/TagAgents.vue';
 import VariableList from '../conversation/VariableList.vue';
+import TagTools from '../conversation/TagTools.vue';
 
 import { useEmitter } from 'dashboard/composables/emitter';
 import { useI18n } from 'vue-i18n';
@@ -72,6 +73,7 @@ const props = defineProps({
   updateSelectionWith: { type: String, default: '' },
   enableVariables: { type: Boolean, default: false },
   enableCannedResponses: { type: Boolean, default: true },
+  enableCaptainTools: { type: Boolean, default: false },
   variables: { type: Object, default: () => ({}) },
   enabledMenuOptions: { type: Array, default: () => [] },
   signature: { type: String, default: '' },
@@ -89,6 +91,7 @@ const emit = defineEmits([
   'toggleUserMention',
   'toggleCannedMenu',
   'toggleVariablesMenu',
+  'toggleToolsMenu',
   'clearSelection',
   'blur',
   'focus',
@@ -140,7 +143,9 @@ const showUserMentions = ref(false);
 const showCannedMenu = ref(false);
 const showVariables = ref(false);
 const showEmojiMenu = ref(false);
+const showToolsMenu = ref(false);
 const mentionSearchKey = ref('');
+const toolSearchKey = ref('');
 const cannedSearchTerm = ref('');
 const variableSearchTerm = ref('');
 const emojiSearchTerm = ref('');
@@ -216,11 +221,17 @@ const plugins = computed(() => {
   }
 
   return [
+    createSuggestionPlugin({
+      trigger: '@',
+      showMenu: showToolsMenu,
+      searchTerm: toolSearchKey,
+      isAllowed: () => props.enableCaptainTools,
+    }),
     createSuggestionPlugin({
       trigger: '@',
       showMenu: showUserMentions,
       searchTerm: mentionSearchKey,
-      isAllowed: () => props.isPrivate,
+      isAllowed: () => props.isPrivate || !props.enableCaptainTools,
     }),
     createSuggestionPlugin({
       trigger: '/',
@@ -262,6 +273,9 @@ watch(showCannedMenu, updatedValue => {
 watch(showVariables, updatedValue => {
   emit('toggleVariablesMenu', !props.isPrivate && updatedValue);
 });
+watch(showToolsMenu, updatedValue => {
+  emit('toggleToolsMenu', props.enableCaptainTools && updatedValue);
+});
 
 function focusEditorInputField(pos = 'end') {
   const { tr } = editorView.state;
@@ -538,6 +552,7 @@ function insertSpecialContent(type, content) {
     cannedResponse: CONVERSATION_EVENTS.INSERTED_A_CANNED_RESPONSE,
     variable: CONVERSATION_EVENTS.INSERTED_A_VARIABLE,
     emoji: CONVERSATION_EVENTS.INSERTED_AN_EMOJI,
+    tool: CONVERSATION_EVENTS.INSERTED_A_TOOL,
   };
 
   useTrack(event_map[type]);
@@ -699,6 +714,11 @@ useEmitter(BUS_EVENTS.INSERT_INTO_RICH_EDITOR, insertContentIntoEditor);
       :search-key="emojiSearchTerm"
       @select-emoji="emoji => insertSpecialContent('emoji', emoji)"
     />
+    <TagTools
+      v-if="showToolsMenu"
+      :search-key="toolSearchKey"
+      @select-tool="content => insertSpecialContent('tool', content)"
+    />
     <input
       ref="imageUpload"
       type="file"
@@ -812,6 +832,10 @@ useEmitter(BUS_EVENTS.INSERT_INTO_RICH_EDITOR, insertContentIntoEditor);
   }
 }
 
+.prosemirror-tools-node {
+  @apply font-medium text-n-slate-12 py-0;
+}
+
 .editor-wrap {
   @apply mb-4;
 }
diff --git a/app/javascript/dashboard/components/widgets/conversation/TagTools.vue b/app/javascript/dashboard/components/widgets/conversation/TagTools.vue
new file mode 100644
index 000000000..48be39256
--- /dev/null
+++ b/app/javascript/dashboard/components/widgets/conversation/TagTools.vue
@@ -0,0 +1,56 @@
+<script setup>
+import { ref, computed, watch } from 'vue';
+import ToolsDropdown from 'dashboard/components-next/captain/assistant/ToolsDropdown.vue';
+import { useKeyboardNavigableList } from 'dashboard/composables/useKeyboardNavigableList';
+import { useMapGetter } from 'dashboard/composables/store.js';
+
+const props = defineProps({
+  searchKey: {
+    type: String,
+    default: '',
+  },
+});
+
+const emit = defineEmits(['selectTool']);
+
+const tools = useMapGetter('captainTools/getRecords');
+
+const selectedIndex = ref(0);
+
+const filteredTools = computed(() => {
+  const search = props.searchKey?.trim().toLowerCase() || '';
+
+  return tools.value.filter(tool => tool.title.toLowerCase().includes(search));
+});
+
+const adjustScroll = () => {};
+
+const onSelect = idx => {
+  if (idx) selectedIndex.value = idx;
+  emit('selectTool', filteredTools.value[selectedIndex.value]);
+};
+
+useKeyboardNavigableList({
+  items: filteredTools,
+  onSelect,
+  adjustScroll,
+  selectedIndex,
+});
+
+watch(filteredTools, newListOfTools => {
+  if (newListOfTools.length < selectedIndex.value + 1) {
+    selectedIndex.value = 0;
+  }
+});
+</script>
+
+<template>
+  <ToolsDropdown
+    v-if="filteredTools.length"
+    :items="filteredTools"
+    :selected-index="selectedIndex"
+    class="bottom-20"
+    @select="onSelect"
+  />
+  <template v-else />
+</template>
diff --git a/app/javascript/dashboard/helper/AnalyticsHelper/events.js b/app/javascript/dashboard/helper/AnalyticsHelper/events.js
index 64dfb89e5..727316f1d 100644
--- a/app/javascript/dashboard/helper/AnalyticsHelper/events.js
+++ b/app/javascript/dashboard/helper/AnalyticsHelper/events.js
@@ -6,6 +6,7 @@ export const CONVERSATION_EVENTS = Object.freeze({
   TRANSLATE_A_MESSAGE: 'Translated a message',
   INSERTED_A_VARIABLE: 'Inserted a variable',
   INSERTED_AN_EMOJI: 'Inserted an emoji',
+  INSERTED_A_TOOL: 'Inserted a tool',
   USED_MENTIONS: 'Used mentions',
   SEARCH_CONVERSATION: 'Searched conversations',
   APPLY_FILTER: 'Applied filters in the conversation list',
diff --git a/app/javascript/dashboard/helper/editorHelper.js b/app/javascript/dashboard/helper/editorHelper.js
index 1fede3a58..ae4c4a8cc 100644
--- a/app/javascript/dashboard/helper/editorHelper.js
+++ b/app/javascript/dashboard/helper/editorHelper.js
@@ -319,6 +319,12 @@ const createNode = (editorView, nodeType, content) => {
       return state.schema.text(`{{${content}}}`);
     case 'emoji':
       return state.schema.text(content);
+    case 'tool': {
+      return state.schema.nodes.tools.create({
+        id: content.id,
+        name: content.title,
+      });
+    }
     default:
       return null;
   }
@@ -355,6 +361,11 @@ const nodeCreators = {
     from,
     to,
   }),
+  tool: (editorView, content, from, to) => ({
+    node: createNode(editorView, 'tool', content),
+    from,
+    to,
+  }),
 };
 
 /**
diff --git a/app/javascript/dashboard/i18n/locale/en/integrations.json b/app/javascript/dashboard/i18n/locale/en/integrations.json
index d7bf575de..082d12e56 100644
--- a/app/javascript/dashboard/i18n/locale/en/integrations.json
+++ b/app/javascript/dashboard/i18n/locale/en/integrations.json
@@ -554,6 +554,7 @@
           "SEARCH_PLACEHOLDER": "Search..."
         },
         "EMPTY_MESSAGE": "No guardrails found. Create or add examples to begin.",
+        "SEARCH_EMPTY_MESSAGE": "No guardrails found for this search.",
         "API": {
           "ADD": {
             "SUCCESS": "Guardrails added successfully",
@@ -601,6 +602,7 @@
           "SEARCH_PLACEHOLDER": "Search..."
         },
         "EMPTY_MESSAGE": "No response guidelines found. Create or add examples to begin.",
+        "SEARCH_EMPTY_MESSAGE": "No response guidelines found for this search.",
         "API": {
           "ADD": {
             "SUCCESS": "Response Guidelines added successfully",
@@ -615,6 +617,73 @@
             "ERROR": "There was an error deleting response guidelines, please try again."
           }
         }
+      },
+      "SCENARIOS": {
+        "TITLE": "Scenarios",
+        "DESCRIPTION": "Give your assistant some context—like “what to do when a user is stuck,” or “how to act during a refund request.”",
+        "BREADCRUMB": {
+          "TITLE": "Scenarios"
+        },
+        "BULK_ACTION": {
+          "SELECTED": "{count} item selected | {count} items selected",
+          "SELECT_ALL": "Select all ({count})",
+          "UNSELECT_ALL": "Unselect all ({count})",
+          "BULK_DELETE_BUTTON": "Delete"
+        },
+        "ADD": {
+          "SUGGESTED": {
+            "TITLE": "Example scenarios",
+            "ADD": "Add all",
+            "ADD_SINGLE": "Add this",
+            "TOOLS_USED": "Tools used :"
+          },
+          "NEW": {
+            "CREATE": "Add a scenario",
+            "TITLE": "Create a scenario",
+            "FORM": {
+              "TITLE": {
+                "LABEL": "Title",
+                "PLACEHOLDER": "Enter a name for the scenario",
+                "ERROR": "Scenario name is required"
+              },
+              "DESCRIPTION": {
+                "LABEL": "Description",
+                "PLACEHOLDER": "Describe how and where this scenario will be used",
+                "ERROR": "Scenario description is required"
+              },
+              "INSTRUCTION": {
+                "LABEL": "How to handle",
+                "PLACEHOLDER": "Describe how and where this scenario will be handled",
+                "ERROR": "Scenario content is required"
+              },
+              "CREATE": "Create",
+              "CANCEL": "Cancel"
+            }
+          }
+        },
+        "UPDATE": {
+          "CANCEL": "Cancel",
+          "UPDATE": "Update changes"
+        },
+        "LIST": {
+          "SEARCH_PLACEHOLDER": "Search..."
+        },
+        "EMPTY_MESSAGE": "No scenarios found. Create or add examples to begin.",
+        "SEARCH_EMPTY_MESSAGE": "No scenarios found for this search.",
+        "API": {
+          "ADD": {
+            "SUCCESS": "Scenarios added successfully",
+            "ERROR": "There was an error adding scenarios, please try again."
+          },
+          "UPDATE": {
+            "SUCCESS": "Scenarios updated successfully",
+            "ERROR": "There was an error updating scenarios, please try again."
+          },
+          "DELETE": {
+            "SUCCESS": "Scenarios deleted successfully",
+            "ERROR": "There was an error deleting scenarios, please try again."
+          }
+        }
       }
     },
     "DOCUMENTS": {
diff --git a/app/javascript/dashboard/routes/dashboard/captain/assistants/guardrails/Index.vue b/app/javascript/dashboard/routes/dashboard/captain/assistants/guardrails/Index.vue
index 0adbc0d13..670a40dc3 100644
--- a/app/javascript/dashboard/routes/dashboard/captain/assistants/guardrails/Index.vue
+++ b/app/javascript/dashboard/routes/dashboard/captain/assistants/guardrails/Index.vue
@@ -266,6 +266,11 @@ const addAllExample = () => {
             {{ t('CAPTAIN.ASSISTANTS.GUARDRAILS.EMPTY_MESSAGE') }}
           </span>
         </div>
+        <div v-else-if="filteredGuardrails.length === 0" class="mt-1 mb-2">
+          <span class="text-n-slate-11 text-sm">
+            {{ t('CAPTAIN.ASSISTANTS.GUARDRAILS.SEARCH_EMPTY_MESSAGE') }}
+          </span>
+        </div>
         <div v-else class="flex flex-col gap-2">
           <RuleCard
             v-for="guardrail in filteredGuardrails"
diff --git a/app/javascript/dashboard/routes/dashboard/captain/assistants/guidelines/Index.vue b/app/javascript/dashboard/routes/dashboard/captain/assistants/guidelines/Index.vue
index 338e614c0..711b99f71 100644
--- a/app/javascript/dashboard/routes/dashboard/captain/assistants/guidelines/Index.vue
+++ b/app/javascript/dashboard/routes/dashboard/captain/assistants/guidelines/Index.vue
@@ -284,6 +284,13 @@ const addAllExample = async () => {
             {{ t('CAPTAIN.ASSISTANTS.RESPONSE_GUIDELINES.EMPTY_MESSAGE') }}
           </span>
         </div>
+        <div v-else-if="filteredGuidelines.length === 0" class="mt-1 mb-2">
+          <span class="text-n-slate-11 text-sm">
+            {{
+              t('CAPTAIN.ASSISTANTS.RESPONSE_GUIDELINES.SEARCH_EMPTY_MESSAGE')
+            }}
+          </span>
+        </div>
         <div v-else class="flex flex-col gap-2">
           <RuleCard
             v-for="guideline in filteredGuidelines"
diff --git a/app/javascript/dashboard/routes/dashboard/captain/assistants/scenarios/Index.vue b/app/javascript/dashboard/routes/dashboard/captain/assistants/scenarios/Index.vue
new file mode 100644
index 000000000..2ed809367
--- /dev/null
+++ b/app/javascript/dashboard/routes/dashboard/captain/assistants/scenarios/Index.vue
@@ -0,0 +1,320 @@
+<script setup>
+import { computed, h, ref, onMounted } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useRoute } from 'vue-router';
+import { picoSearch } from '@scmmishra/pico-search';
+import { useStore, useMapGetter } from 'dashboard/composables/store';
+import { useAlert } from 'dashboard/composables';
+import { useUISettings } from 'dashboard/composables/useUISettings';
+import Button from 'dashboard/components-next/button/Button.vue';
+import Input from 'dashboard/components-next/input/Input.vue';
+
+import SettingsPageLayout from 'dashboard/components-next/captain/SettingsPageLayout.vue';
+import SettingsHeader from 'dashboard/components-next/captain/pageComponents/settings/SettingsHeader.vue';
+import SuggestedScenarios from 'dashboard/components-next/captain/assistant/SuggestedRules.vue';
+import ScenariosCard from 'dashboard/components-next/captain/assistant/ScenariosCard.vue';
+import BulkSelectBar from 'dashboard/components-next/captain/assistant/BulkSelectBar.vue';
+import AddNewScenariosDialog from 'dashboard/components-next/captain/assistant/AddNewScenariosDialog.vue';
+
+const { t } = useI18n();
+const route = useRoute();
+const store = useStore();
+const { uiSettings, updateUISettings } = useUISettings();
+const assistantId = route.params.assistantId;
+
+const uiFlags = useMapGetter('captainScenarios/getUIFlags');
+const isFetching = computed(() => uiFlags.value.fetchingList);
+const assistant = computed(() =>
+  store.getters['captainAssistants/getRecord'](Number(assistantId))
+);
+const scenarios = useMapGetter('captainScenarios/getRecords');
+
+const searchQuery = ref('');
+
+const breadcrumbItems = computed(() => {
+  return [
+    {
+      label: t('CAPTAIN.ASSISTANTS.SETTINGS.BREADCRUMB.ASSISTANT'),
+      routeName: 'captain_assistants_index',
+    },
+    { label: assistant.value?.name, routeName: 'captain_assistants_edit' },
+    { label: t('CAPTAIN.ASSISTANTS.SCENARIOS.BREADCRUMB.TITLE') },
+  ];
+});
+
+const TOOL_LINK_REGEX = /\[([^\]]+)]\(tool:\/\/.+?\)/g;
+
+const renderInstruction = instruction => () =>
+  h('span', {
+    class: 'text-sm text-n-slate-12 py-4',
+    innerHTML: instruction.replace(
+      TOOL_LINK_REGEX,
+      (_, title) =>
+        `<span class="text-n-iris-11 font-medium">@${title.replace(/^@/, '')}</span>`
+    ),
+  });
+
+// Suggested example scenarios for quick add
+const scenariosExample = [
+  {
+    id: 1,
+    title: 'Refund Order',
+    description: 'User encountered a technical issue or error message.',
+    instruction:
+      'Ask for steps to reproduce + browser/app version. Use [Known Issues](tool://known_issues) to check if it’s a known bug. File with [Create Bug Report](tool://bug_report_create) if new.',
+    tools: ['create_bug_report', 'known_issues'],
+  },
+  {
+    id: 2,
+    title: 'Product Recommendation',
+    description: 'User is unsure which product or service to choose.',
+    instruction:
+      'Ask 2–3 clarifying questions. Use [Product Match](tool://product_match[user_needs]) and suggest 2–3 options with pros/cons. Link to compare page if available.',
+    tools: ['product_match[user_needs]'],
+  },
+];
+
+const filteredScenarios = computed(() => {
+  const query = searchQuery.value.trim();
+  const source = scenarios.value;
+  if (!query) return source;
+  return picoSearch(source, query, ['title', 'description', 'instruction']);
+});
+
+const shouldShowSuggestedRules = computed(() => {
+  return uiSettings.value?.show_scenarios_suggestions !== false;
+});
+
+const closeSuggestedRules = () => {
+  updateUISettings({ show_scenarios_suggestions: false });
+};
+
+// Bulk selection & hover state
+const bulkSelectedIds = ref(new Set());
+const hoveredCard = ref(null);
+
+const handleRuleSelect = id => {
+  const selected = new Set(bulkSelectedIds.value);
+  selected[selected.has(id) ? 'delete' : 'add'](id);
+  bulkSelectedIds.value = selected;
+};
+
+const buildSelectedCountLabel = computed(() => {
+  const count = scenarios.value.length || 0;
+  const isAllSelected = bulkSelectedIds.value.size === count && count > 0;
+  return isAllSelected
+    ? t('CAPTAIN.ASSISTANTS.SCENARIOS.BULK_ACTION.UNSELECT_ALL', { count })
+    : t('CAPTAIN.ASSISTANTS.SCENARIOS.BULK_ACTION.SELECT_ALL', { count });
+});
+
+const selectedCountLabel = computed(() => {
+  return t('CAPTAIN.ASSISTANTS.SCENARIOS.BULK_ACTION.SELECTED', {
+    count: bulkSelectedIds.value.size,
+  });
+});
+
+const handleRuleHover = (isHovered, id) => {
+  hoveredCard.value = isHovered ? id : null;
+};
+
+const getToolsFromInstruction = instruction => [
+  ...new Set(
+    [...(instruction?.matchAll(/\(tool:\/\/([^)]+)\)/g) ?? [])].map(m => m[1])
+  ),
+];
+
+const updateScenario = async scenario => {
+  try {
+    await store.dispatch('captainScenarios/update', {
+      id: scenario.id,
+      assistantId: route.params.assistantId,
+      ...scenario,
+      tools: getToolsFromInstruction(scenario.instruction),
+    });
+    useAlert(t('CAPTAIN.ASSISTANTS.SCENARIOS.API.UPDATE.SUCCESS'));
+  } catch (error) {
+    const errorMessage =
+      error?.response?.message ||
+      t('CAPTAIN.ASSISTANTS.SCENARIOS.API.UPDATE.ERROR');
+    useAlert(errorMessage);
+  }
+};
+
+const deleteScenario = async id => {
+  try {
+    await store.dispatch('captainScenarios/delete', {
+      id,
+      assistantId: route.params.assistantId,
+    });
+    useAlert(t('CAPTAIN.ASSISTANTS.SCENARIOS.API.DELETE.SUCCESS'));
+  } catch (error) {
+    const errorMessage =
+      error?.response?.message ||
+      t('CAPTAIN.ASSISTANTS.SCENARIOS.API.DELETE.ERROR');
+    useAlert(errorMessage);
+  }
+};
+
+// TODO: Add bulk delete endpoint
+const bulkDeleteScenarios = async ids => {
+  const idsArray = ids || Array.from(bulkSelectedIds.value);
+  await Promise.all(
+    idsArray.map(id =>
+      store.dispatch('captainScenarios/delete', {
+        id,
+        assistantId: route.params.assistantId,
+      })
+    )
+  );
+  bulkSelectedIds.value = new Set();
+  useAlert(t('CAPTAIN.ASSISTANTS.SCENARIOS.API.DELETE.SUCCESS'));
+};
+
+const addScenario = async scenario => {
+  try {
+    await store.dispatch('captainScenarios/create', {
+      assistantId: route.params.assistantId,
+      ...scenario,
+      tools: getToolsFromInstruction(scenario.instruction),
+    });
+    useAlert(t('CAPTAIN.ASSISTANTS.SCENARIOS.API.ADD.SUCCESS'));
+  } catch (error) {
+    const errorMessage =
+      error?.response?.message ||
+      t('CAPTAIN.ASSISTANTS.SCENARIOS.API.ADD.ERROR');
+    useAlert(errorMessage);
+  }
+};
+
+const addAllExampleScenarios = async () => {
+  try {
+    scenariosExample.forEach(async scenario => {
+      await store.dispatch('captainScenarios/create', {
+        assistantId: route.params.assistantId,
+        ...scenario,
+      });
+    });
+    useAlert(t('CAPTAIN.ASSISTANTS.SCENARIOS.API.ADD.SUCCESS'));
+  } catch (error) {
+    const errorMessage =
+      error?.response?.message ||
+      t('CAPTAIN.ASSISTANTS.SCENARIOS.API.ADD.ERROR');
+    useAlert(errorMessage);
+  }
+};
+
+onMounted(() => {
+  store.dispatch('captainScenarios/get', {
+    assistantId: assistantId,
+  });
+  store.dispatch('captainTools/getTools');
+});
+</script>
+
+<template>
+  <SettingsPageLayout
+    :breadcrumb-items="breadcrumbItems"
+    :is-fetching="isFetching"
+  >
+    <template #body>
+      <SettingsHeader
+        :heading="$t('CAPTAIN.ASSISTANTS.SCENARIOS.TITLE')"
+        :description="$t('CAPTAIN.ASSISTANTS.SCENARIOS.DESCRIPTION')"
+      />
+      <div v-if="shouldShowSuggestedRules" class="flex mt-7 flex-col gap-4">
+        <SuggestedScenarios
+          :title="$t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.SUGGESTED.TITLE')"
+          :items="scenariosExample"
+          @close="closeSuggestedRules"
+          @add="addAllExampleScenarios"
+        >
+          <template #default="{ item }">
+            <div class="flex items-center gap-3 justify-between">
+              <span class="text-sm text-n-slate-12">
+                {{ item.title }}
+              </span>
+              <Button
+                :label="
+                  $t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.SUGGESTED.ADD_SINGLE')
+                "
+                ghost
+                xs
+                slate
+                class="!text-sm !text-n-slate-11 flex-shrink-0"
+                @click="addScenario(item)"
+              />
+            </div>
+            <div class="flex flex-col">
+              <span class="text-sm text-n-slate-11 mt-2">
+                {{ item.description }}
+              </span>
+              <component :is="renderInstruction(item.instruction)" />
+              <span class="text-sm text-n-slate-11 font-medium mb-1">
+                {{ t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.SUGGESTED.TOOLS_USED') }}
+                {{ item.tools?.map(tool => `@${tool}`).join(', ') }}
+              </span>
+            </div>
+          </template>
+        </SuggestedScenarios>
+      </div>
+      <div class="flex mt-7 flex-col gap-4">
+        <div class="flex justify-between items-center">
+          <BulkSelectBar
+            v-model="bulkSelectedIds"
+            :all-items="scenarios"
+            :select-all-label="buildSelectedCountLabel"
+            :selected-count-label="selectedCountLabel"
+            :delete-label="
+              $t('CAPTAIN.ASSISTANTS.SCENARIOS.BULK_ACTION.BULK_DELETE_BUTTON')
+            "
+            @bulk-delete="bulkDeleteScenarios"
+          >
+            <template #default-actions>
+              <AddNewScenariosDialog @add="addScenario" />
+            </template>
+          </BulkSelectBar>
+          <div
+            v-if="scenarios.length && bulkSelectedIds.size === 0"
+            class="max-w-[22.5rem] w-full min-w-0"
+          >
+            <Input
+              v-model="searchQuery"
+              :placeholder="
+                t('CAPTAIN.ASSISTANTS.SCENARIOS.LIST.SEARCH_PLACEHOLDER')
+              "
+            />
+          </div>
+        </div>
+        <div v-if="scenarios.length === 0" class="mt-1 mb-2">
+          <span class="text-n-slate-11 text-sm">
+            {{ t('CAPTAIN.ASSISTANTS.SCENARIOS.EMPTY_MESSAGE') }}
+          </span>
+        </div>
+        <div v-else-if="filteredScenarios.length === 0" class="mt-1 mb-2">
+          <span class="text-n-slate-11 text-sm">
+            {{ t('CAPTAIN.ASSISTANTS.SCENARIOS.SEARCH_EMPTY_MESSAGE') }}
+          </span>
+        </div>
+        <div v-else class="flex flex-col gap-2">
+          <ScenariosCard
+            v-for="scenario in filteredScenarios"
+            :id="scenario.id"
+            :key="scenario.id"
+            :title="scenario.title"
+            :description="scenario.description"
+            :instruction="scenario.instruction"
+            :tools="scenario.tools"
+            :is-selected="bulkSelectedIds.has(scenario.id)"
+            :selectable="
+              hoveredCard === scenario.id || bulkSelectedIds.size > 0
+            "
+            @select="handleRuleSelect"
+            @delete="deleteScenario(scenario.id)"
+            @update="updateScenario"
+            @hover="isHovered => handleRuleHover(isHovered, scenario.id)"
+          />
+        </div>
+      </div>
+    </template>
+  </SettingsPageLayout>
+</template>
diff --git a/app/javascript/dashboard/routes/dashboard/captain/assistants/settings/Settings.vue b/app/javascript/dashboard/routes/dashboard/captain/assistants/settings/Settings.vue
index f73b82094..d1324791c 100644
--- a/app/javascript/dashboard/routes/dashboard/captain/assistants/settings/Settings.vue
+++ b/app/javascript/dashboard/routes/dashboard/captain/assistants/settings/Settings.vue
@@ -41,7 +41,7 @@ const controlItems = computed(() => {
       description: t(
         'CAPTAIN.ASSISTANTS.SETTINGS.CONTROL_ITEMS.OPTIONS.SCENARIOS.DESCRIPTION'
       ),
-      // routeName: 'captain_assistants_scenarios_index',
+      routeName: 'captain_assistants_scenarios_index',
     },
     {
       name: t(
diff --git a/app/javascript/dashboard/routes/dashboard/captain/captain.routes.js b/app/javascript/dashboard/routes/dashboard/captain/captain.routes.js
index b2257076a..52fda537b 100644
--- a/app/javascript/dashboard/routes/dashboard/captain/captain.routes.js
+++ b/app/javascript/dashboard/routes/dashboard/captain/captain.routes.js
@@ -7,6 +7,7 @@ import AssistantEdit from './assistants/Edit.vue';
 import AssistantInboxesIndex from './assistants/inboxes/Index.vue';
 import AssistantGuardrailsIndex from './assistants/guardrails/Index.vue';
 import AssistantGuidelinesIndex from './assistants/guidelines/Index.vue';
+import AssistantScenariosIndex from './assistants/scenarios/Index.vue';
 import DocumentsIndex from './documents/Index.vue';
 import ResponsesIndex from './responses/Index.vue';
 
@@ -67,6 +68,21 @@ export const routes = [
       ],
     },
   },
+  {
+    path: frontendURL(
+      'accounts/:accountId/captain/assistants/:assistantId/scenarios'
+    ),
+    component: AssistantScenariosIndex,
+    name: 'captain_assistants_scenarios_index',
+    meta: {
+      permissions: ['administrator', 'agent'],
+      featureFlag: FEATURE_FLAGS.CAPTAIN,
+      installationTypes: [
+        INSTALLATION_TYPES.CLOUD,
+        INSTALLATION_TYPES.ENTERPRISE,
+      ],
+    },
+  },
   {
     path: frontendURL(
       'accounts/:accountId/captain/assistants/:assistantId/guidelines'
diff --git a/app/javascript/dashboard/store/captain/scenarios.js b/app/javascript/dashboard/store/captain/scenarios.js
new file mode 100644
index 000000000..d66992d85
--- /dev/null
+++ b/app/javascript/dashboard/store/captain/scenarios.js
@@ -0,0 +1,38 @@
+import CaptainScenarios from 'dashboard/api/captain/scenarios';
+import { createStore } from './storeFactory';
+import { throwErrorMessage } from 'dashboard/store/utils/api';
+
+export default createStore({
+  name: 'CaptainScenario',
+  API: CaptainScenarios,
+  actions: mutations => ({
+    update: async ({ commit }, { id, assistantId, ...updateObj }) => {
+      commit(mutations.SET_UI_FLAG, { updatingItem: true });
+      try {
+        const response = await CaptainScenarios.update(
+          { id, assistantId },
+          updateObj
+        );
+        commit(mutations.EDIT, response.data);
+        commit(mutations.SET_UI_FLAG, { updatingItem: false });
+        return response.data;
+      } catch (error) {
+        commit(mutations.SET_UI_FLAG, { updatingItem: false });
+        return throwErrorMessage(error);
+      }
+    },
+
+    delete: async ({ commit }, { id, assistantId }) => {
+      commit(mutations.SET_UI_FLAG, { deletingItem: true });
+      try {
+        await CaptainScenarios.delete({ id, assistantId });
+        commit(mutations.DELETE, id);
+        commit(mutations.SET_UI_FLAG, { deletingItem: false });
+        return id;
+      } catch (error) {
+        commit(mutations.SET_UI_FLAG, { deletingItem: false });
+        return throwErrorMessage(error);
+      }
+    },
+  }),
+});
diff --git a/app/javascript/dashboard/store/captain/tools.js b/app/javascript/dashboard/store/captain/tools.js
new file mode 100644
index 000000000..9a9bcc330
--- /dev/null
+++ b/app/javascript/dashboard/store/captain/tools.js
@@ -0,0 +1,24 @@
+import { createStore } from './storeFactory';
+import CaptainToolsAPI from '../../api/captain/tools';
+import { throwErrorMessage } from 'dashboard/store/utils/api';
+
+const toolsStore = createStore({
+  name: 'captainTool',
+  API: CaptainToolsAPI,
+  actions: mutations => ({
+    getTools: async ({ commit }) => {
+      commit(mutations.SET_UI_FLAG, { fetchingList: true });
+      try {
+        const response = await CaptainToolsAPI.get();
+        commit(mutations.SET, response.data);
+        commit(mutations.SET_UI_FLAG, { fetchingList: false });
+        return response.data;
+      } catch (error) {
+        commit(mutations.SET_UI_FLAG, { fetchingList: false });
+        return throwErrorMessage(error);
+      }
+    },
+  }),
+});
+
+export default toolsStore;
diff --git a/app/javascript/dashboard/store/index.js b/app/javascript/dashboard/store/index.js
index 960285ebf..5a020dda6 100755
--- a/app/javascript/dashboard/store/index.js
+++ b/app/javascript/dashboard/store/index.js
@@ -53,6 +53,8 @@ import captainInboxes from './captain/inboxes';
 import captainBulkActions from './captain/bulkActions';
 import copilotThreads from './captain/copilotThreads';
 import copilotMessages from './captain/copilotMessages';
+import captainScenarios from './captain/scenarios';
+import captainTools from './captain/tools';
 
 const plugins = [];
 
@@ -111,6 +113,8 @@ export default createStore({
     captainBulkActions,
     copilotThreads,
     copilotMessages,
+    captainScenarios,
+    captainTools,
   },
   plugins,
 });
diff --git a/enterprise/app/views/api/v1/accounts/captain/scenarios/index.json.jbuilder b/enterprise/app/views/api/v1/accounts/captain/scenarios/index.json.jbuilder
index dc5860fb9..0b137d822 100644
--- a/enterprise/app/views/api/v1/accounts/captain/scenarios/index.json.jbuilder
+++ b/enterprise/app/views/api/v1/accounts/captain/scenarios/index.json.jbuilder
@@ -1,5 +1,10 @@
-json.data do
+json.payload do
   json.array! @scenarios do |scenario|
     json.partial! 'api/v1/models/captain/scenario', scenario: scenario
   end
 end
+
+json.meta do
+  json.total_count @scenarios.count
+  json.page 1
+end
diff --git a/package.json b/package.json
index 668ea8b57..e8c120074 100644
--- a/package.json
+++ b/package.json
@@ -33,7 +33,7 @@
   "dependencies": {
     "@breezystack/lamejs": "^1.2.7",
     "@chatwoot/ninja-keys": "1.2.3",
-    "@chatwoot/prosemirror-schema": "1.1.6-next",
+    "@chatwoot/prosemirror-schema": "1.2.1",
     "@chatwoot/utils": "^0.0.48",
     "@formkit/core": "^1.6.7",
     "@formkit/vue": "^1.6.7",
diff --git a/pnpm-lock.yaml b/pnpm-lock.yaml
index 16e830a87..0f7b398b0 100644
--- a/pnpm-lock.yaml
+++ b/pnpm-lock.yaml
@@ -20,8 +20,8 @@ importers:
         specifier: 1.2.3
         version: 1.2.3
       '@chatwoot/prosemirror-schema':
-        specifier: 1.1.6-next
-        version: 1.1.6-next
+        specifier: 1.2.1
+        version: 1.2.1
       '@chatwoot/utils':
         specifier: ^0.0.48
         version: 0.0.48
@@ -403,8 +403,8 @@ packages:
   '@chatwoot/ninja-keys@1.2.3':
     resolution: {integrity: sha512-xM8d9P5ikDMZm2WbaCTk/TW5HFauylrU3cJ75fq5je6ixKwyhl/0kZbVN/vbbZN4+AUX/OaSIn6IJbtCgIF67g==}
 
-  '@chatwoot/prosemirror-schema@1.1.6-next':
-    resolution: {integrity: sha512-9lf7FrcED/B5oyGrMmIkbegkhlC/P0NrtXoX8k94YWRosZcx0hGVGhpTud+0Mhm7saAfGerKIwTRVDmmnxPuCA==}
+  '@chatwoot/prosemirror-schema@1.2.1':
+    resolution: {integrity: sha512-UbiEvG5tgi1d0lMbkaqxgTh7vHfywEYKLQo1sxqp4Q7aLZh4QFtbLzJ2zyBtu4Nhipe+guFfEJdic7i43MP/XQ==}
 
   '@chatwoot/utils@0.0.48':
     resolution: {integrity: sha512-67M2lvpBp0Ciczv1uRzabOXSCGiEeJE3wYVoPAxkqI35CJSkotu4tSX2TFOwagUQoRyU6F8YV3xXGfCpDN9WAA==}
@@ -5237,7 +5237,7 @@ snapshots:
       hotkeys-js: 3.8.7
       lit: 2.2.6
 
-  '@chatwoot/prosemirror-schema@1.1.6-next':
+  '@chatwoot/prosemirror-schema@1.2.1':
     dependencies:
       markdown-it-sup: 2.0.0
       prosemirror-commands: 1.6.0
diff --git a/spec/enterprise/controllers/api/v1/accounts/captain/scenarios_controller_spec.rb b/spec/enterprise/controllers/api/v1/accounts/captain/scenarios_controller_spec.rb
index ed223622b..3e68c9e5e 100644
--- a/spec/enterprise/controllers/api/v1/accounts/captain/scenarios_controller_spec.rb
+++ b/spec/enterprise/controllers/api/v1/accounts/captain/scenarios_controller_spec.rb
@@ -26,7 +26,7 @@ RSpec.describe 'Api::V1::Accounts::Captain::Scenarios', type: :request do
             as: :json
 
         expect(response).to have_http_status(:success)
-        expect(json_response[:data].length).to eq(3)
+        expect(json_response[:payload].length).to eq(3)
       end
     end
 
@@ -38,7 +38,7 @@ RSpec.describe 'Api::V1::Accounts::Captain::Scenarios', type: :request do
             as: :json
 
         expect(response).to have_http_status(:success)
-        expect(json_response[:data].length).to eq(5)
+        expect(json_response[:payload].length).to eq(5)
       end
 
       it 'returns only enabled scenarios' do
@@ -49,8 +49,8 @@ RSpec.describe 'Api::V1::Accounts::Captain::Scenarios', type: :request do
             as: :json
 
         expect(response).to have_http_status(:success)
-        expect(json_response[:data].length).to eq(1)
-        expect(json_response[:data].first[:enabled]).to be(true)
+        expect(json_response[:payload].length).to eq(1)
+        expect(json_response[:payload].first[:enabled]).to be(true)
       end
     end
   end

From 5ed84af2e3b02a5bb41d366b72d0a651be386d03 Mon Sep 17 00:00:00 2001
From: Vishnu Narayanan <iamwishnu@gmail.com>
Date: Wed, 30 Jul 2025 20:07:50 +0530
Subject: [PATCH 3/7] fix: custom branch upgrade via cwctl (#12070)

- fix custom branch `cwctl --Upgrade`
---
 VERSION_CWCTL             | 2 +-
 deployment/setup_20.04.sh | 4 ++--
 2 files changed, 3 insertions(+), 3 deletions(-)

diff --git a/VERSION_CWCTL b/VERSION_CWCTL
index 18091983f..47b322c97 100644
--- a/VERSION_CWCTL
+++ b/VERSION_CWCTL
@@ -1 +1 @@
-3.4.0
+3.4.1
diff --git a/deployment/setup_20.04.sh b/deployment/setup_20.04.sh
index e904441a9..aaa928f4d 100644
--- a/deployment/setup_20.04.sh
+++ b/deployment/setup_20.04.sh
@@ -2,7 +2,7 @@
 
 # Description: Install and manage a Chatwoot installation.
 # OS: Ubuntu 20.04 LTS, 22.04 LTS, 24.04 LTS
-# Script Version: 3.4.0
+# Script Version: 3.4.1
 # Run this script as root
 
 set -eu -o errexit -o pipefail -o noclobber -o nounset
@@ -1005,7 +1005,7 @@ EOF
   upgrade_redis
   upgrade_node
   get_pnpm
-  sudo -i -u chatwoot << "EOF"
+  sudo -i -u chatwoot << EOF
 
   # Navigate to the Chatwoot directory
   cd chatwoot

From 97f1825a1479dda1cc33df8a8571d65dce0fd3c0 Mon Sep 17 00:00:00 2001
From: Shivam Mishra <scm.mymail@gmail.com>
Date: Wed, 30 Jul 2025 21:23:34 +0400
Subject: [PATCH 4/7] fix: `CAPTAIN_OPEN_AI_ENDPOINT` presence not checked
 correctly (#12069)

---
 enterprise/app/services/llm/base_open_ai_service.rb | 3 ++-
 1 file changed, 2 insertions(+), 1 deletion(-)

diff --git a/enterprise/app/services/llm/base_open_ai_service.rb b/enterprise/app/services/llm/base_open_ai_service.rb
index 04909cbf4..2d3932246 100644
--- a/enterprise/app/services/llm/base_open_ai_service.rb
+++ b/enterprise/app/services/llm/base_open_ai_service.rb
@@ -15,7 +15,8 @@ class Llm::BaseOpenAiService
   private
 
   def uri_base
-    InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_ENDPOINT')&.value || 'https://api.openai.com/'
+    endpoint = InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_ENDPOINT')&.value
+    endpoint.presence || 'https://api.openai.com/'
   end
 
   def setup_model

From d9900e50a0a8f030f69916e96c971819d255b9f1 Mon Sep 17 00:00:00 2001
From: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Date: Wed, 30 Jul 2025 23:22:47 +0530
Subject: [PATCH 5/7] feat(cloud): Add support for viewing status of SSL in
 custom domains (#12011)
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

# Pull Request Template

## Description

Fixes
[CW-4620](https://linear.app/chatwoot/issue/CW-4620/rethinking-custom-domains-in-chatwoot)

<img width="642" height="187" alt="Screenshot 2025-07-29 at 8 17 44 PM"
src="https://github.com/user-attachments/assets/ad2f5dac-4b27-4dce-93ca-6cbba74443fb"
/>


## Type of change

- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
---
 .../api/v1/accounts/portals_controller.rb     |  24 ++-
 .../dashboard/api/helpCenter/portals.js       |   8 +
 .../AddCustomDomainDialog.vue                 |  27 ++-
 .../DNSConfigurationDialog.vue                | 175 +++++++++++++----
 .../PortalConfigurationSettings.vue           | 182 +++++++++++++++---
 .../PortalSettingsPage/PortalSettings.vue     |  14 ++
 .../dashboard/i18n/locale/en/helpCenter.json  |  27 ++-
 .../pages/PortalsSettingsIndexPage.vue        |  44 ++++-
 .../modules/helpCenterPortals/actions.js      |  20 ++
 .../modules/helpCenterPortals/getters.js      |   1 +
 .../store/modules/helpCenterPortals/index.js  |   1 +
 .../modules/helpCenterPortals/mutations.js    |  15 ++
 .../helpCenterPortals/specs/actions.spec.js   |  30 +++
 .../helpCenterPortals/specs/mutations.spec.js |  19 ++
 app/mailers/portal_instructions_mailer.rb     |  41 ++++
 app/policies/portal_policy.rb                 |   8 +
 .../v1/accounts/portals/_portal.json.jbuilder |   7 +
 .../send_cname_instructions.liquid            |  30 +++
 config/locales/en.yml                         |   9 +
 config/routes.rb                              |   2 +
 .../api/v1/accounts/portals_controller.rb     |  15 ++
 .../base_cloudflare_zone_service.rb           |  21 ++
 .../check_custom_hostname_service.rb          |  13 +-
 .../create_custom_hostname_service.rb         |  19 +-
 package.json                                  |   2 +-
 pnpm-lock.yaml                                |  10 +-
 .../v1/accounts/portals_controller_spec.rb    |  72 +++++++
 .../v1/accounts/portals_controller_spec.rb    |  69 +++++++
 .../check_custom_hostname_service_spec.rb     |   6 +-
 .../create_custom_hostname_service_spec.rb    |  19 +-
 .../portal_instructions_mailer_spec.rb        |  50 +++++
 31 files changed, 874 insertions(+), 106 deletions(-)
 create mode 100644 app/mailers/portal_instructions_mailer.rb
 create mode 100644 app/views/mailers/portal_instructions_mailer/send_cname_instructions.liquid
 create mode 100644 enterprise/app/controllers/enterprise/api/v1/accounts/portals_controller.rb
 create mode 100644 spec/mailers/portal_instructions_mailer_spec.rb

diff --git a/app/controllers/api/v1/accounts/portals_controller.rb b/app/controllers/api/v1/accounts/portals_controller.rb
index 6cfed161f..18538e842 100644
--- a/app/controllers/api/v1/accounts/portals_controller.rb
+++ b/app/controllers/api/v1/accounts/portals_controller.rb
@@ -47,6 +47,20 @@ class Api::V1::Accounts::PortalsController < Api::V1::Accounts::BaseController
     head :ok
   end
 
+  def send_instructions
+    email = permitted_params[:email]
+    return render_could_not_create_error(I18n.t('portals.send_instructions.email_required')) if email.blank?
+    return render_could_not_create_error(I18n.t('portals.send_instructions.invalid_email_format')) unless valid_email?(email)
+    return render_could_not_create_error(I18n.t('portals.send_instructions.custom_domain_not_configured')) if @portal.custom_domain.blank?
+
+    PortalInstructionsMailer.send_cname_instructions(
+      portal: @portal,
+      recipient_email: email
+    ).deliver_later
+
+    render json: { message: I18n.t('portals.send_instructions.instructions_sent_successfully') }, status: :ok
+  end
+
   def process_attached_logo
     blob_id = params[:blob_id]
     blob = ActiveStorage::Blob.find_by(id: blob_id)
@@ -60,12 +74,12 @@ class Api::V1::Accounts::PortalsController < Api::V1::Accounts::BaseController
   end
 
   def permitted_params
-    params.permit(:id)
+    params.permit(:id, :email)
   end
 
   def portal_params
     params.require(:portal).permit(
-      :account_id, :color, :custom_domain, :header_text, :homepage_link,
+      :id, :account_id, :color, :custom_domain, :header_text, :homepage_link,
       :name, :page_title, :slug, :archived, { config: [:default_locale, { allowed_locales: [] }] }
     )
   end
@@ -88,4 +102,10 @@ class Api::V1::Accounts::PortalsController < Api::V1::Accounts::BaseController
     domain = URI.parse(@portal.custom_domain)
     domain.is_a?(URI::HTTP) ? domain.host : @portal.custom_domain
   end
+
+  def valid_email?(email)
+    ValidEmail2::Address.new(email).valid?
+  end
 end
+
+Api::V1::Accounts::PortalsController.prepend_mod_with('Api::V1::Accounts::PortalsController')
diff --git a/app/javascript/dashboard/api/helpCenter/portals.js b/app/javascript/dashboard/api/helpCenter/portals.js
index 7c6210dbd..d65dcaf1a 100644
--- a/app/javascript/dashboard/api/helpCenter/portals.js
+++ b/app/javascript/dashboard/api/helpCenter/portals.js
@@ -21,6 +21,14 @@ class PortalsAPI extends ApiClient {
   deleteLogo(portalSlug) {
     return axios.delete(`${this.url}/${portalSlug}/logo`);
   }
+
+  sendCnameInstructions(portalSlug, email) {
+    return axios.post(`${this.url}/${portalSlug}/send_instructions`, { email });
+  }
+
+  sslStatus(portalSlug) {
+    return axios.get(`${this.url}/${portalSlug}/ssl_status`);
+  }
 }
 
 export default PortalsAPI;
diff --git a/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/AddCustomDomainDialog.vue b/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/AddCustomDomainDialog.vue
index b43e2f2fd..0791f0519 100644
--- a/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/AddCustomDomainDialog.vue
+++ b/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/AddCustomDomainDialog.vue
@@ -1,6 +1,9 @@
 <script setup>
 import { ref, reactive, watch } from 'vue';
 import { useI18n } from 'vue-i18n';
+import { useVuelidate } from '@vuelidate/core';
+import { helpers } from '@vuelidate/validators';
+import { isValidDomain } from '@chatwoot/utils';
 
 import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
 import Input from 'dashboard/components-next/input/Input.vue';
@@ -26,6 +29,20 @@ const formState = reactive({
   customDomain: props.customDomain,
 });
 
+const rules = {
+  customDomain: {
+    isValidDomain: helpers.withMessage(
+      () =>
+        t(
+          'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DIALOG.FORMAT_ERROR'
+        ),
+      isValidDomain
+    ),
+  },
+};
+
+const v$ = useVuelidate(rules, formState);
+
 watch(
   () => props.customDomain,
   newVal => {
@@ -33,7 +50,10 @@ watch(
   }
 );
 
-const handleDialogConfirm = () => {
+const handleDialogConfirm = async () => {
+  const isFormCorrect = await v$.value.$validate();
+  if (!isFormCorrect) return;
+
   emit('addCustomDomain', formState.customDomain);
 };
 
@@ -67,6 +87,11 @@ defineExpose({ dialogRef });
           'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DIALOG.PLACEHOLDER'
         )
       "
+      :message="
+        v$.customDomain.$error ? v$.customDomain.$errors[0].$message : ''
+      "
+      :message-type="v$.customDomain.$error ? 'error' : 'info'"
+      @blur="v$.customDomain.$touch()"
     />
   </Dialog>
 </template>
diff --git a/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/DNSConfigurationDialog.vue b/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/DNSConfigurationDialog.vue
index 2c283b34a..8df7f556b 100644
--- a/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/DNSConfigurationDialog.vue
+++ b/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/DNSConfigurationDialog.vue
@@ -1,9 +1,15 @@
 <script setup>
-import { ref, computed } from 'vue';
+import { reactive, computed, ref } from 'vue';
 import { useI18n } from 'vue-i18n';
+import { useAlert } from 'dashboard/composables';
+import { copyTextToClipboard } from 'shared/helpers/clipboard';
 import { getHostNameFromURL } from 'dashboard/helper/URLHelper';
+import { email, required } from '@vuelidate/validators';
+import { useVuelidate } from '@vuelidate/core';
 
 import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
+import Input from 'dashboard/components-next/input/Input.vue';
+import NextButton from 'dashboard/components-next/button/Button.vue';
 
 const props = defineProps({
   customDomain: {
@@ -12,10 +18,20 @@ const props = defineProps({
   },
 });
 
-const emit = defineEmits(['confirm']);
+const emit = defineEmits(['send', 'close']);
 
 const { t } = useI18n();
 
+const state = reactive({
+  email: '',
+});
+
+const validationRules = {
+  email: { email, required },
+};
+
+const v$ = useVuelidate(validationRules, state);
+
 const domain = computed(() => {
   const { hostURL, helpCenterURL } = window?.chatwootConfig || {};
   return getHostNameFromURL(helpCenterURL) || getHostNameFromURL(hostURL) || '';
@@ -25,10 +41,34 @@ const subdomainCNAME = computed(
   () => `${props.customDomain} CNAME ${domain.value}`
 );
 
+const handleCopy = async e => {
+  e.stopPropagation();
+  await copyTextToClipboard(subdomainCNAME.value);
+  useAlert(
+    t(
+      'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.COPY'
+    )
+  );
+};
+
 const dialogRef = ref(null);
 
-const handleDialogConfirm = () => {
-  emit('confirm');
+const resetForm = () => {
+  v$.value.$reset();
+  state.email = '';
+};
+
+const onClose = () => {
+  resetForm();
+  emit('close');
+};
+
+const handleSend = async () => {
+  const isFormCorrect = await v$.value.$validate();
+  if (!isFormCorrect) return;
+
+  emit('send', state.email);
+  onClose();
 };
 
 defineExpose({ dialogRef });
@@ -37,42 +77,103 @@ defineExpose({ dialogRef });
 <template>
   <Dialog
     ref="dialogRef"
-    :title="
-      t(
-        'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.HEADER'
-      )
-    "
-    :confirm-button-label="
-      t(
-        'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.CONFIRM_BUTTON_LABEL'
-      )
-    "
     :show-cancel-button="false"
-    @confirm="handleDialogConfirm"
+    :show-confirm-button="false"
+    @close="resetForm"
   >
-    <template #description>
-      <p class="mb-0 text-sm text-n-slate-12">
-        {{
-          t(
-            'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.DESCRIPTION'
-          )
-        }}
-      </p>
-    </template>
+    <NextButton
+      icon="i-lucide-x"
+      sm
+      ghost
+      slate
+      class="flex-shrink-0 absolute top-2 ltr:right-2 rtl:left-2"
+      @click="onClose"
+    />
+    <div class="flex flex-col gap-6 divide-y divide-n-strong">
+      <div class="flex flex-col gap-6">
+        <div class="flex flex-col gap-2 ltr:pr-10 rtl:pl-10">
+          <h3 class="text-base font-medium leading-6 text-n-slate-12">
+            {{
+              t(
+                'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.HEADER'
+              )
+            }}
+          </h3>
+          <p class="mb-0 text-sm text-n-slate-12">
+            {{
+              t(
+                'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.DESCRIPTION'
+              )
+            }}
+          </p>
+        </div>
+        <div class="flex items-center gap-3 w-full">
+          <span
+            class="min-h-10 px-3 py-2.5 inline-flex items-center w-full text-sm bg-transparent border rounded-lg text-n-slate-11 border-n-strong"
+          >
+            {{ subdomainCNAME }}
+          </span>
+          <NextButton
+            faded
+            slate
+            type="button"
+            icon="i-lucide-copy"
+            class="flex-shrink-0"
+            @click="handleCopy"
+          />
+        </div>
+      </div>
 
-    <div class="flex flex-col gap-6">
-      <span
-        class="h-10 px-3 py-2.5 text-sm select-none bg-transparent border rounded-lg text-n-slate-11 border-n-strong"
-      >
-        {{ subdomainCNAME }}
-      </span>
-      <p class="text-sm text-n-slate-12">
-        {{
-          t(
-            'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.HELP_TEXT'
-          )
-        }}
-      </p>
+      <div class="flex flex-col gap-6 pt-6">
+        <div class="flex flex-col gap-2 ltr:pr-10 rtl:pl-10">
+          <h3 class="text-base font-medium leading-6 text-n-slate-12">
+            {{
+              t(
+                'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.SEND_INSTRUCTIONS.HEADER'
+              )
+            }}
+          </h3>
+          <p class="mb-0 text-sm text-n-slate-12">
+            {{
+              t(
+                'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.SEND_INSTRUCTIONS.DESCRIPTION'
+              )
+            }}
+          </p>
+        </div>
+        <form
+          class="flex items-start gap-3 w-full"
+          @submit.prevent="handleSend"
+        >
+          <Input
+            v-model="state.email"
+            :placeholder="
+              t(
+                'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.SEND_INSTRUCTIONS.PLACEHOLDER'
+              )
+            "
+            :message="
+              v$.email.$error
+                ? t(
+                    'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.SEND_INSTRUCTIONS.ERROR'
+                  )
+                : ''
+            "
+            :message-type="v$.email.$error ? 'error' : 'info'"
+            class="w-full"
+            @blur="v$.email.$touch()"
+          />
+          <NextButton
+            :label="
+              t(
+                'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.DNS_CONFIGURATION_DIALOG.SEND_INSTRUCTIONS.SEND_BUTTON'
+              )
+            "
+            type="submit"
+            class="flex-shrink-0"
+          />
+        </form>
+      </div>
     </div>
   </Dialog>
 </template>
diff --git a/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/PortalConfigurationSettings.vue b/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/PortalConfigurationSettings.vue
index 8d18f58a0..46d9492d4 100644
--- a/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/PortalConfigurationSettings.vue
+++ b/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/PortalConfigurationSettings.vue
@@ -1,6 +1,7 @@
 <script setup>
 import { computed, ref } from 'vue';
 import { useI18n } from 'vue-i18n';
+import { useAccount } from 'dashboard/composables/useAccount';
 
 import AddCustomDomainDialog from 'dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/AddCustomDomainDialog.vue';
 import DNSConfigurationDialog from 'dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/DNSConfigurationDialog.vue';
@@ -11,11 +12,52 @@ const props = defineProps({
     type: Object,
     required: true,
   },
+  isFetchingStatus: {
+    type: Boolean,
+    required: true,
+  },
 });
 
-const emit = defineEmits(['updatePortalConfiguration']);
+const emit = defineEmits([
+  'updatePortalConfiguration',
+  'refreshStatus',
+  'sendCnameInstructions',
+]);
+
+const SSL_STATUS = {
+  LIVE: ['active', 'staging_active'],
+  PENDING: [
+    'provisioned',
+    'pending',
+    'initializing',
+    'pending_validation',
+    'pending_deployment',
+    'pending_issuance',
+    'holding_deployment',
+    'holding_validation',
+    'pending_expiration',
+    'pending_cleanup',
+    'pending_deletion',
+    'staging_deployment',
+    'backup_issued',
+  ],
+  ERROR: [
+    'blocked',
+    'inactive',
+    'moved',
+    'expired',
+    'deleted',
+    'timed_out_initializing',
+    'timed_out_validation',
+    'timed_out_issuance',
+    'timed_out_deployment',
+    'timed_out_deletion',
+    'deactivating',
+  ],
+};
 
 const { t } = useI18n();
+const { isOnChatwootCloud } = useAccount();
 
 const addCustomDomainDialogRef = ref(null);
 const dnsConfigurationDialogRef = ref(null);
@@ -25,6 +67,45 @@ const customDomainAddress = computed(
   () => props.activePortal?.custom_domain || ''
 );
 
+const sslSettings = computed(() => props.activePortal?.ssl_settings || {});
+const verificationErrors = computed(
+  () => sslSettings.value.verification_errors || ''
+);
+
+const isLive = computed(() =>
+  SSL_STATUS.LIVE.includes(sslSettings.value.status)
+);
+const isPending = computed(() =>
+  SSL_STATUS.PENDING.includes(sslSettings.value.status)
+);
+const isError = computed(() =>
+  SSL_STATUS.ERROR.includes(sslSettings.value.status)
+);
+
+const statusText = computed(() => {
+  if (isLive.value)
+    return t(
+      'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.STATUS.LIVE'
+    );
+  if (isPending.value)
+    return t(
+      'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.STATUS.PENDING'
+    );
+  if (isError.value)
+    return t(
+      'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.STATUS.ERROR'
+    );
+  return '';
+});
+
+const statusColors = computed(() => {
+  if (isLive.value)
+    return { text: 'text-n-teal-11', bubble: 'outline-n-teal-6 bg-n-teal-9' };
+  if (isError.value)
+    return { text: 'text-n-ruby-11', bubble: 'outline-n-ruby-6 bg-n-ruby-9' };
+  return { text: 'text-n-amber-11', bubble: 'outline-n-amber-6 bg-n-amber-9' };
+});
+
 const updatePortalConfiguration = customDomain => {
   const portal = {
     id: props.activePortal?.id,
@@ -42,6 +123,17 @@ const closeDNSConfigurationDialog = () => {
   updatedDomainAddress.value = '';
   dnsConfigurationDialogRef.value.dialogRef.close();
 };
+
+const onClickRefreshSSLStatus = () => {
+  emit('refreshStatus');
+};
+
+const onClickSend = email => {
+  emit('sendCnameInstructions', {
+    portalSlug: props.activePortal?.slug,
+    email,
+  });
+};
 </script>
 
 <template>
@@ -63,33 +155,76 @@ const closeDNSConfigurationDialog = () => {
       </span>
     </div>
     <div class="flex flex-col w-full gap-4">
-      <div class="flex justify-between w-full gap-2">
-        <div
-          v-if="customDomainAddress"
-          class="flex items-center w-full h-8 gap-4"
-        >
-          <label class="text-sm font-medium text-n-slate-12">
+      <div class="flex items-center justify-between w-full gap-2">
+        <div v-if="customDomainAddress" class="flex flex-col gap-1">
+          <div class="flex items-center w-full h-8 gap-4">
+            <label class="text-sm font-medium text-n-slate-12">
+              {{
+                t(
+                  'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.LABEL'
+                )
+              }}
+            </label>
+            <span class="text-sm text-n-slate-12">
+              {{ customDomainAddress }}
+            </span>
+          </div>
+          <span
+            v-if="!isLive && isOnChatwootCloud"
+            class="text-sm text-n-slate-11"
+          >
             {{
               t(
-                'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.LABEL'
+                'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.STATUS_DESCRIPTION'
               )
             }}
-          </label>
-          <span class="text-sm text-n-slate-12">
-            {{ customDomainAddress }}
           </span>
         </div>
-        <div class="flex items-center justify-end w-full">
-          <Button
-            v-if="customDomainAddress"
-            color="slate"
-            :label="
-              t(
-                'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.EDIT_BUTTON'
-              )
-            "
-            @click="addCustomDomainDialogRef.dialogRef.open()"
-          />
+        <div class="flex items-center">
+          <div v-if="customDomainAddress" class="flex items-center gap-3">
+            <div
+              v-if="statusText && isOnChatwootCloud"
+              v-tooltip="verificationErrors"
+              class="flex items-center gap-3 flex-shrink-0"
+            >
+              <span
+                class="size-1.5 rounded-full outline outline-2 block flex-shrink-0"
+                :class="statusColors.bubble"
+              />
+              <span
+                :class="statusColors.text"
+                class="text-sm leading-[16px] font-medium"
+              >
+                {{ statusText }}
+              </span>
+            </div>
+            <div
+              v-if="statusText && isOnChatwootCloud"
+              class="w-px h-3 bg-n-weak"
+            />
+            <Button
+              slate
+              sm
+              link
+              :label="
+                t(
+                  'HELP_CENTER.PORTAL_SETTINGS.CONFIGURATION_FORM.CUSTOM_DOMAIN.EDIT_BUTTON'
+                )
+              "
+              class="hover:!no-underline flex-shrink-0"
+              @click="addCustomDomainDialogRef.dialogRef.open()"
+            />
+            <div v-if="isOnChatwootCloud" class="w-px h-3 bg-n-weak" />
+            <Button
+              v-if="isOnChatwootCloud"
+              slate
+              sm
+              link
+              icon="i-lucide-refresh-ccw"
+              :class="isFetchingStatus && 'animate-spin'"
+              @click="onClickRefreshSSLStatus"
+            />
+          </div>
           <Button
             v-else
             :label="
@@ -112,7 +247,8 @@ const closeDNSConfigurationDialog = () => {
     <DNSConfigurationDialog
       ref="dnsConfigurationDialogRef"
       :custom-domain="updatedDomainAddress || customDomainAddress"
-      @confirm="closeDNSConfigurationDialog"
+      @close="closeDNSConfigurationDialog"
+      @send="onClickSend"
     />
   </div>
 </template>
diff --git a/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/PortalSettings.vue b/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/PortalSettings.vue
index 02b5001b9..83800e002 100644
--- a/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/PortalSettings.vue
+++ b/app/javascript/dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/PortalSettings.vue
@@ -26,6 +26,8 @@ const emit = defineEmits([
   'updatePortal',
   'updatePortalConfiguration',
   'deletePortal',
+  'refreshStatus',
+  'sendCnameInstructions',
 ]);
 
 const { t } = useI18n();
@@ -36,6 +38,7 @@ const confirmDeletePortalDialogRef = ref(null);
 const currentPortalSlug = computed(() => route.params.portalSlug);
 
 const isSwitchingPortal = useMapGetter('portals/isSwitchingPortal');
+const isFetchingSSLStatus = useMapGetter('portals/isFetchingSSLStatus');
 
 const activePortal = computed(() => {
   return props.portals?.find(portal => portal.slug === currentPortalSlug.value);
@@ -53,6 +56,14 @@ const handleUpdatePortalConfiguration = portal => {
   emit('updatePortalConfiguration', portal);
 };
 
+const fetchSSLStatus = () => {
+  emit('refreshStatus');
+};
+
+const handleSendCnameInstructions = payload => {
+  emit('sendCnameInstructions', payload);
+};
+
 const openConfirmDeletePortalDialog = () => {
   confirmDeletePortalDialogRef.value.dialogRef.open();
 };
@@ -85,7 +96,10 @@ const handleDeletePortal = () => {
         <PortalConfigurationSettings
           :active-portal="activePortal"
           :is-fetching="isFetching"
+          :is-fetching-status="isFetchingSSLStatus"
           @update-portal-configuration="handleUpdatePortalConfiguration"
+          @refresh-status="fetchSSLStatus"
+          @send-cname-instructions="handleSendCnameInstructions"
         />
         <div class="w-full h-px bg-n-weak" />
         <div class="flex items-end justify-between w-full gap-4">
diff --git a/app/javascript/dashboard/i18n/locale/en/helpCenter.json b/app/javascript/dashboard/i18n/locale/en/helpCenter.json
index f437b83d9..bd7fb986a 100644
--- a/app/javascript/dashboard/i18n/locale/en/helpCenter.json
+++ b/app/javascript/dashboard/i18n/locale/en/helpCenter.json
@@ -157,6 +157,12 @@
             "DELETE_SUCCESS": "Portal deleted successfully",
             "DELETE_ERROR": "Error while deleting portal"
           }
+        },
+        "SEND_CNAME_INSTRUCTIONS": {
+          "API": {
+            "SUCCESS_MESSAGE": "CNAME instructions sent successfully",
+            "ERROR_MESSAGE": "Error while sending CNAME instructions"
+          }
         }
       },
       "EDIT": {
@@ -747,9 +753,15 @@
           "HEADER": "Custom domain",
           "LABEL": "Custom domain:",
           "DESCRIPTION": "You can host your portal on a custom domain. For instance, if your website is yourdomain.com and you want your portal available at docs.yourdomain.com, simply enter that in this field.",
+          "STATUS_DESCRIPTION": "Your custom portal will start working as soon as it is verified.",
           "PLACEHOLDER": "Portal custom domain",
-          "EDIT_BUTTON": "Edit custom domain",
+          "EDIT_BUTTON": "Edit",
           "ADD_BUTTON": "Add custom domain",
+          "STATUS": {
+            "LIVE": "Live",
+            "PENDING": "Awaiting verification",
+            "ERROR": "Verification failed"
+          },
           "DIALOG": {
             "ADD_HEADER": "Add custom domain",
             "EDIT_HEADER": "Edit custom domain",
@@ -757,13 +769,20 @@
             "EDIT_CONFIRM_BUTTON_LABEL": "Update domain",
             "LABEL": "Custom domain",
             "PLACEHOLDER": "Portal custom domain",
-            "ERROR": "Custom domain is required"
+            "ERROR": "Custom domain is required",
+            "FORMAT_ERROR": "Please enter a valid domain URL e.g. docs.yourdomain.com"
           },
           "DNS_CONFIGURATION_DIALOG": {
             "HEADER": "DNS configuration",
             "DESCRIPTION": "Log in to the account you have with your DNS provider, and add a CNAME record for subdomain pointing to chatwoot.help",
-            "HELP_TEXT": "Once this is done, you can reach out to our support to request for the auto-generated SSL certificate.",
-            "CONFIRM_BUTTON_LABEL": "Got it!"
+            "COPY": "Successfully copied CNAME",
+            "SEND_INSTRUCTIONS": {
+              "HEADER": "Send instructions",
+              "DESCRIPTION": "If you would prefer to have someone from your development team to handle this step, you can enter email address below, and we will send them the required instructions.",
+              "PLACEHOLDER": "Enter their email",
+              "ERROR": "Enter a valid email address",
+              "SEND_BUTTON": "Send"
+            }
           }
         },
         "DELETE_PORTAL": {
diff --git a/app/javascript/dashboard/routes/dashboard/helpcenter/pages/PortalsSettingsIndexPage.vue b/app/javascript/dashboard/routes/dashboard/helpcenter/pages/PortalsSettingsIndexPage.vue
index 68a9ee953..e0953335f 100644
--- a/app/javascript/dashboard/routes/dashboard/helpcenter/pages/PortalsSettingsIndexPage.vue
+++ b/app/javascript/dashboard/routes/dashboard/helpcenter/pages/PortalsSettingsIndexPage.vue
@@ -4,12 +4,16 @@ import { useRoute, useRouter } from 'vue-router';
 import { useUISettings } from 'dashboard/composables/useUISettings';
 import { useAlert } from 'dashboard/composables';
 import { useMapGetter, useStore } from 'dashboard/composables/store.js';
+import { useAccount } from 'dashboard/composables/useAccount';
 import PortalSettings from 'dashboard/components-next/HelpCenter/Pages/PortalSettingsPage/PortalSettings.vue';
 
+const SSL_STATUS_FETCH_INTERVAL = 5000;
+
 const { t } = useI18n();
 const store = useStore();
 const route = useRoute();
 const router = useRouter();
+const { isOnChatwootCloud } = useAccount();
 
 const { updateUISettings } = useUISettings();
 
@@ -24,6 +28,15 @@ const getDefaultLocale = slug => {
   return getPortalBySlug.value(slug)?.meta?.default_locale;
 };
 
+const fetchSSLStatus = () => {
+  if (!isOnChatwootCloud.value) return;
+
+  const { portalSlug } = route.params;
+  store.dispatch('portals/sslStatus', {
+    portalSlug,
+  });
+};
+
 const fetchPortalAndItsCategories = async (slug, locale) => {
   const selectedPortalParam = { portalSlug: slug, locale };
   await Promise.all([
@@ -106,8 +119,35 @@ const deletePortal = async selectedPortalForDelete => {
   }
 };
 
+const handleSendCnameInstructions = async payload => {
+  try {
+    await store.dispatch('portals/sendCnameInstructions', payload);
+    useAlert(
+      t(
+        'HELP_CENTER.PORTAL.PORTAL_SETTINGS.SEND_CNAME_INSTRUCTIONS.API.SUCCESS_MESSAGE'
+      )
+    );
+  } catch (error) {
+    useAlert(
+      error?.message ||
+        t(
+          'HELP_CENTER.PORTAL.PORTAL_SETTINGS.SEND_CNAME_INSTRUCTIONS.API.ERROR_MESSAGE'
+        )
+    );
+  }
+};
+
 const handleUpdatePortal = updatePortalSettings;
-const handleUpdatePortalConfiguration = updatePortalSettings;
+const handleUpdatePortalConfiguration = portalObj => {
+  updatePortalSettings(portalObj);
+
+  // If custom domain is added or updated, fetch SSL status after a delay of 5 seconds (only on Chatwoot cloud)
+  if (portalObj?.custom_domain && isOnChatwootCloud.value) {
+    setTimeout(() => {
+      fetchSSLStatus();
+    }, SSL_STATUS_FETCH_INTERVAL);
+  }
+};
 const handleDeletePortal = deletePortal;
 </script>
 
@@ -118,5 +158,7 @@ const handleDeletePortal = deletePortal;
     @update-portal="handleUpdatePortal"
     @update-portal-configuration="handleUpdatePortalConfiguration"
     @delete-portal="handleDeletePortal"
+    @refresh-status="fetchSSLStatus"
+    @send-cname-instructions="handleSendCnameInstructions"
   />
 </template>
diff --git a/app/javascript/dashboard/store/modules/helpCenterPortals/actions.js b/app/javascript/dashboard/store/modules/helpCenterPortals/actions.js
index 05a28756c..130ea097e 100644
--- a/app/javascript/dashboard/store/modules/helpCenterPortals/actions.js
+++ b/app/javascript/dashboard/store/modules/helpCenterPortals/actions.js
@@ -116,4 +116,24 @@ export const actions = {
       isSwitching,
     });
   },
+
+  sendCnameInstructions: async (_, { portalSlug, email }) => {
+    try {
+      await portalAPIs.sendCnameInstructions(portalSlug, email);
+    } catch (error) {
+      throwErrorMessage(error);
+    }
+  },
+
+  sslStatus: async ({ commit }, { portalSlug }) => {
+    try {
+      commit(types.SET_UI_FLAG, { isFetchingSSLStatus: true });
+      const { data } = await portalAPIs.sslStatus(portalSlug);
+      commit(types.SET_SSL_SETTINGS, { portalSlug, sslSettings: data });
+    } catch (error) {
+      throwErrorMessage(error);
+    } finally {
+      commit(types.SET_UI_FLAG, { isFetchingSSLStatus: false });
+    }
+  },
 };
diff --git a/app/javascript/dashboard/store/modules/helpCenterPortals/getters.js b/app/javascript/dashboard/store/modules/helpCenterPortals/getters.js
index 7dd8b2b22..f40af2502 100644
--- a/app/javascript/dashboard/store/modules/helpCenterPortals/getters.js
+++ b/app/javascript/dashboard/store/modules/helpCenterPortals/getters.js
@@ -8,6 +8,7 @@ export const getters = {
   isFetchingPortals: state => state.uiFlags.isFetching,
   isCreatingPortal: state => state.uiFlags.isCreating,
   isSwitchingPortal: state => state.uiFlags.isSwitching,
+  isFetchingSSLStatus: state => state.uiFlags.isFetchingSSLStatus,
   portalBySlug:
     (...getterArguments) =>
     portalId => {
diff --git a/app/javascript/dashboard/store/modules/helpCenterPortals/index.js b/app/javascript/dashboard/store/modules/helpCenterPortals/index.js
index 621e180e5..4feb098c0 100755
--- a/app/javascript/dashboard/store/modules/helpCenterPortals/index.js
+++ b/app/javascript/dashboard/store/modules/helpCenterPortals/index.js
@@ -6,6 +6,7 @@ export const defaultPortalFlags = {
   isFetching: false,
   isUpdating: false,
   isDeleting: false,
+  isFetchingSSLStatus: false,
 };
 
 const state = {
diff --git a/app/javascript/dashboard/store/modules/helpCenterPortals/mutations.js b/app/javascript/dashboard/store/modules/helpCenterPortals/mutations.js
index 7e14bc63e..3f2fce3c8 100644
--- a/app/javascript/dashboard/store/modules/helpCenterPortals/mutations.js
+++ b/app/javascript/dashboard/store/modules/helpCenterPortals/mutations.js
@@ -13,6 +13,7 @@ export const types = {
   REMOVE_PORTAL_ID: 'removePortalId',
   SET_HELP_PORTAL_UI_FLAG: 'setHelpCenterUIFlag',
   SET_PORTAL_SWITCHING_FLAG: 'setPortalSwitchingFlag',
+  SET_SSL_SETTINGS: 'setSSLSettings',
 };
 
 export const mutations = {
@@ -110,4 +111,18 @@ export const mutations = {
   [types.SET_PORTAL_SWITCHING_FLAG]($state, { isSwitching }) {
     $state.uiFlags.isSwitching = isSwitching;
   },
+
+  [types.SET_SSL_SETTINGS]($state, { portalSlug, sslSettings }) {
+    const portal = $state.portals.byId[portalSlug];
+    $state.portals.byId = {
+      ...$state.portals.byId,
+      [portalSlug]: {
+        ...portal,
+        ssl_settings: {
+          ...portal.ssl_settings,
+          ...sslSettings,
+        },
+      },
+    };
+  },
 };
diff --git a/app/javascript/dashboard/store/modules/helpCenterPortals/specs/actions.spec.js b/app/javascript/dashboard/store/modules/helpCenterPortals/specs/actions.spec.js
index 9acbbb0b5..9bd85cb98 100644
--- a/app/javascript/dashboard/store/modules/helpCenterPortals/specs/actions.spec.js
+++ b/app/javascript/dashboard/store/modules/helpCenterPortals/specs/actions.spec.js
@@ -135,6 +135,36 @@ describe('#actions', () => {
     });
   });
 
+  describe('#sslStatus', () => {
+    it('commits SET_SSL_SETTINGS with data from API', async () => {
+      axios.get.mockResolvedValue({
+        data: { status: 'active', verification_errors: [] },
+      });
+      await actions.sslStatus({ commit }, { portalSlug: 'domain' });
+      expect(commit.mock.calls).toEqual([
+        [types.SET_UI_FLAG, { isFetchingSSLStatus: true }],
+        [
+          types.SET_SSL_SETTINGS,
+          {
+            portalSlug: 'domain',
+            sslSettings: { status: 'active', verification_errors: [] },
+          },
+        ],
+        [types.SET_UI_FLAG, { isFetchingSSLStatus: false }],
+      ]);
+    });
+    it('throws error and does not commit when API fails', async () => {
+      axios.get.mockRejectedValue({ message: 'error' });
+      await expect(
+        actions.sslStatus({ commit }, { portalSlug: 'domain' })
+      ).rejects.toThrow(Error);
+      expect(commit.mock.calls).toEqual([
+        [types.SET_UI_FLAG, { isFetchingSSLStatus: true }],
+        [types.SET_UI_FLAG, { isFetchingSSLStatus: false }],
+      ]);
+    });
+  });
+
   describe('#delete', () => {
     it('sends correct actions if API is success', async () => {
       axios.delete.mockResolvedValue({});
diff --git a/app/javascript/dashboard/store/modules/helpCenterPortals/specs/mutations.spec.js b/app/javascript/dashboard/store/modules/helpCenterPortals/specs/mutations.spec.js
index 2e58c1de7..c468ee017 100644
--- a/app/javascript/dashboard/store/modules/helpCenterPortals/specs/mutations.spec.js
+++ b/app/javascript/dashboard/store/modules/helpCenterPortals/specs/mutations.spec.js
@@ -89,6 +89,25 @@ describe('#mutations', () => {
         isFetching: true,
         isUpdating: false,
         isDeleting: false,
+        isFetchingSSLStatus: false,
+      });
+    });
+  });
+
+  describe('[types.SET_SSL_SETTINGS]', () => {
+    it('merges new ssl settings into existing portal.ssl_settings', () => {
+      state.portals.byId.domain = {
+        slug: 'domain',
+        ssl_settings: { cf_status: 'pending' },
+      };
+      mutations[types.SET_SSL_SETTINGS](state, {
+        portalSlug: 'domain',
+        sslSettings: { status: 'active', verification_errors: ['error'] },
+      });
+      expect(state.portals.byId.domain.ssl_settings).toEqual({
+        cf_status: 'pending',
+        status: 'active',
+        verification_errors: ['error'],
       });
     });
   });
diff --git a/app/mailers/portal_instructions_mailer.rb b/app/mailers/portal_instructions_mailer.rb
new file mode 100644
index 000000000..eccbd7db1
--- /dev/null
+++ b/app/mailers/portal_instructions_mailer.rb
@@ -0,0 +1,41 @@
+class PortalInstructionsMailer < ApplicationMailer
+  def send_cname_instructions(portal:, recipient_email:)
+    return unless smtp_config_set_or_development?
+    return if target_domain.blank?
+
+    @portal = portal
+    @cname_record = generate_cname_record
+
+    send_mail_with_liquid(
+      to: recipient_email,
+      subject: I18n.t('portals.send_instructions.subject', custom_domain: @portal.custom_domain)
+    )
+  end
+
+  private
+
+  def liquid_locals
+    { cname_record: @cname_record }
+  end
+
+  def generate_cname_record
+    "#{@portal.custom_domain} CNAME #{target_domain}"
+  end
+
+  def target_domain
+    helpcenter_url = ENV.fetch('HELPCENTER_URL', '')
+    frontend_url = ENV.fetch('FRONTEND_URL', '')
+
+    return extract_hostname(helpcenter_url) if helpcenter_url.present?
+    return extract_hostname(frontend_url) if frontend_url.present?
+
+    ''
+  end
+
+  def extract_hostname(url)
+    uri = URI.parse(url)
+    uri.host
+  rescue URI::InvalidURIError
+    url.gsub(%r{https?://}, '').split('/').first
+  end
+end
diff --git a/app/policies/portal_policy.rb b/app/policies/portal_policy.rb
index 1e09c41f6..0eace233c 100644
--- a/app/policies/portal_policy.rb
+++ b/app/policies/portal_policy.rb
@@ -26,6 +26,14 @@ class PortalPolicy < ApplicationPolicy
   def logo?
     @account_user.administrator?
   end
+
+  def send_instructions?
+    @account_user.administrator?
+  end
+
+  def ssl_status?
+    @account.users.include?(@user)
+  end
 end
 
 PortalPolicy.prepend_mod_with('PortalPolicy')
diff --git a/app/views/api/v1/accounts/portals/_portal.json.jbuilder b/app/views/api/v1/accounts/portals/_portal.json.jbuilder
index 5e267f60c..37020b5dd 100644
--- a/app/views/api/v1/accounts/portals/_portal.json.jbuilder
+++ b/app/views/api/v1/accounts/portals/_portal.json.jbuilder
@@ -34,3 +34,10 @@ json.meta do
   json.categories_count portal.categories.try(:size)
   json.default_locale portal.default_locale
 end
+
+if portal.ssl_settings.present?
+  json.ssl_settings do
+    json.status portal.ssl_settings['cf_status']
+    json.verification_errors portal.ssl_settings['cf_verification_errors']
+  end
+end
diff --git a/app/views/mailers/portal_instructions_mailer/send_cname_instructions.liquid b/app/views/mailers/portal_instructions_mailer/send_cname_instructions.liquid
new file mode 100644
index 000000000..b14ca1098
--- /dev/null
+++ b/app/views/mailers/portal_instructions_mailer/send_cname_instructions.liquid
@@ -0,0 +1,30 @@
+<tr>
+  <td>
+    <p>Hello there,</p>
+    <p>To complete the setup of your help center, you'll need to update the DNS settings for your custom domain: <strong>{{ cname_record | split: ' ' | first }}</strong>.</p>
+    <p>Please add the following CNAME record to your DNS provider's configuration:</p>
+  </td>
+</tr>
+
+<tr>
+  <td>
+    <p><strong>{{ cname_record }}</strong></p>
+  </td>
+</tr>
+
+<tr>
+  <td>
+    <p>Step-by-step Instructions:</p>
+
+    <ol>
+      <li>Log in to your DNS provider’s dashboard</li>
+      <li>Go to the DNS management section</li>
+      <li>Create a new CNAME record using the information above</li>
+      <li>Save the changes and allow up to 24 hours for the DNS to propagate</li>
+    </ol>
+
+    <p>Once the DNS record is live, your custom domain will automatically be secured with an SSL certificate.</p>
+
+    <p>If you have any questions or need help, feel free to reach out to our support team—we’re here to assist you.</p>
+  </td>
+</tr>
diff --git a/config/locales/en.yml b/config/locales/en.yml
index 221f83472..9faa0cd9d 100644
--- a/config/locales/en.yml
+++ b/config/locales/en.yml
@@ -358,3 +358,12 @@ en:
 
       Transcript:
       %{format_messages}
+  portals:
+    send_instructions:
+      email_required: 'Email is required'
+      invalid_email_format: 'Invalid email format'
+      custom_domain_not_configured: 'Custom domain is not configured'
+      instructions_sent_successfully: 'Instructions sent successfully'
+      subject: 'Finish setting up %{custom_domain}'
+    ssl_status:
+      custom_domain_not_configured: 'Custom domain is not configured'
diff --git a/config/routes.rb b/config/routes.rb
index c12aa670b..7fb348084 100644
--- a/config/routes.rb
+++ b/config/routes.rb
@@ -290,6 +290,8 @@ Rails.application.routes.draw do
             member do
               patch :archive
               delete :logo
+              post :send_instructions
+              get :ssl_status
             end
             resources :categories
             resources :articles do
diff --git a/enterprise/app/controllers/enterprise/api/v1/accounts/portals_controller.rb b/enterprise/app/controllers/enterprise/api/v1/accounts/portals_controller.rb
new file mode 100644
index 000000000..488f7e700
--- /dev/null
+++ b/enterprise/app/controllers/enterprise/api/v1/accounts/portals_controller.rb
@@ -0,0 +1,15 @@
+module Enterprise::Api::V1::Accounts::PortalsController
+  def ssl_status
+    return render_could_not_create_error(I18n.t('portals.ssl_status.custom_domain_not_configured')) if @portal.custom_domain.blank?
+
+    result = Cloudflare::CheckCustomHostnameService.new(portal: @portal).perform
+
+    return render_could_not_create_error(result[:errors]) if result[:errors].present?
+
+    ssl_settings = @portal.ssl_settings || {}
+    render json: {
+      status: ssl_settings['cf_status'],
+      verification_errors: ssl_settings['cf_verification_errors']
+    }
+  end
+end
diff --git a/enterprise/app/services/cloudflare/base_cloudflare_zone_service.rb b/enterprise/app/services/cloudflare/base_cloudflare_zone_service.rb
index 7fad50790..162f61915 100644
--- a/enterprise/app/services/cloudflare/base_cloudflare_zone_service.rb
+++ b/enterprise/app/services/cloudflare/base_cloudflare_zone_service.rb
@@ -17,4 +17,25 @@ class Cloudflare::BaseCloudflareZoneService
   def zone_id
     InstallationConfig.find_by(name: 'CLOUDFLARE_ZONE_ID')&.value
   end
+
+  def update_portal_ssl_settings(portal, data)
+    verification_record = data['ownership_verification_http']
+    ssl_record = data['ssl']
+    verification_errors = data['verification_errors']&.first || ''
+
+    # Start with existing settings to preserve verification data if it exists
+    ssl_settings = portal.ssl_settings || {}
+
+    # Only update verification fields if they exist in the response (during initial setup)
+    if verification_record.present?
+      ssl_settings['cf_verification_id'] = verification_record['http_url'].split('/').last
+      ssl_settings['cf_verification_body'] = verification_record['http_body']
+    end
+
+    # Always update SSL status and errors from current response
+    ssl_settings['cf_status'] = ssl_record&.dig('status')
+    ssl_settings['cf_verification_errors'] = verification_errors
+
+    portal.update(ssl_settings: ssl_settings)
+  end
 end
diff --git a/enterprise/app/services/cloudflare/check_custom_hostname_service.rb b/enterprise/app/services/cloudflare/check_custom_hostname_service.rb
index 588a9c4a7..716623a18 100644
--- a/enterprise/app/services/cloudflare/check_custom_hostname_service.rb
+++ b/enterprise/app/services/cloudflare/check_custom_hostname_service.rb
@@ -14,21 +14,10 @@ class Cloudflare::CheckCustomHostnameService < Cloudflare::BaseCloudflareZoneSer
     data = response.parsed_response['result']
 
     if data.present?
-      update_portal_ssl_settings(data.first)
+      update_portal_ssl_settings(@portal, data.first)
       return { data: data }
     end
 
     { errors: ['Hostname is missing in Cloudflare'] }
   end
-
-  private
-
-  def update_portal_ssl_settings(data)
-    verification_record = data['ownership_verification_http']
-    ssl_settings = {
-      'cf_verification_id': verification_record['http_url'].split('/').last,
-      'cf_verification_body': verification_record['http_body']
-    }
-    @portal.update(ssl_settings: ssl_settings)
-  end
 end
diff --git a/enterprise/app/services/cloudflare/create_custom_hostname_service.rb b/enterprise/app/services/cloudflare/create_custom_hostname_service.rb
index f1546caed..236b434e5 100644
--- a/enterprise/app/services/cloudflare/create_custom_hostname_service.rb
+++ b/enterprise/app/services/cloudflare/create_custom_hostname_service.rb
@@ -12,7 +12,7 @@ class Cloudflare::CreateCustomHostnameService < Cloudflare::BaseCloudflareZoneSe
     data = response.parsed_response['result']
 
     if data.present?
-      update_portal_ssl_settings(data)
+      update_portal_ssl_settings(@portal, data)
       return { data: data }
     end
 
@@ -25,16 +25,13 @@ class Cloudflare::CreateCustomHostnameService < Cloudflare::BaseCloudflareZoneSe
     HTTParty.post(
       "#{BASE_URI}/zones/#{zone_id}/custom_hostnames",
       headers: headers,
-      body: { hostname: @portal.custom_domain }.to_json
+      body: {
+        hostname: @portal.custom_domain,
+        ssl: {
+          method: 'http',
+          type: 'dv'
+        }
+      }.to_json
     )
   end
-
-  def update_portal_ssl_settings(data)
-    verification_record = data['ownership_verification_http']
-    ssl_settings = {
-      'cf_verification_id': verification_record['http_url'].split('/').last,
-      'cf_verification_body': verification_record['http_body']
-    }
-    @portal.update(ssl_settings: ssl_settings)
-  end
 end
diff --git a/package.json b/package.json
index e8c120074..02dd757aa 100644
--- a/package.json
+++ b/package.json
@@ -34,7 +34,7 @@
     "@breezystack/lamejs": "^1.2.7",
     "@chatwoot/ninja-keys": "1.2.3",
     "@chatwoot/prosemirror-schema": "1.2.1",
-    "@chatwoot/utils": "^0.0.48",
+    "@chatwoot/utils": "^0.0.49",
     "@formkit/core": "^1.6.7",
     "@formkit/vue": "^1.6.7",
     "@hcaptcha/vue3-hcaptcha": "^1.3.0",
diff --git a/pnpm-lock.yaml b/pnpm-lock.yaml
index 0f7b398b0..449176df4 100644
--- a/pnpm-lock.yaml
+++ b/pnpm-lock.yaml
@@ -23,8 +23,8 @@ importers:
         specifier: 1.2.1
         version: 1.2.1
       '@chatwoot/utils':
-        specifier: ^0.0.48
-        version: 0.0.48
+        specifier: ^0.0.49
+        version: 0.0.49
       '@formkit/core':
         specifier: ^1.6.7
         version: 1.6.7
@@ -406,8 +406,8 @@ packages:
   '@chatwoot/prosemirror-schema@1.2.1':
     resolution: {integrity: sha512-UbiEvG5tgi1d0lMbkaqxgTh7vHfywEYKLQo1sxqp4Q7aLZh4QFtbLzJ2zyBtu4Nhipe+guFfEJdic7i43MP/XQ==}
 
-  '@chatwoot/utils@0.0.48':
-    resolution: {integrity: sha512-67M2lvpBp0Ciczv1uRzabOXSCGiEeJE3wYVoPAxkqI35CJSkotu4tSX2TFOwagUQoRyU6F8YV3xXGfCpDN9WAA==}
+  '@chatwoot/utils@0.0.49':
+    resolution: {integrity: sha512-Co68VzaFtctTNYKY6y4izBBATvk6/8ZVtkyEP5HL72uhFDA11LrY5pqSh04HMoFyfdIU+uVPimfI45HAeso1IA==}
     engines: {node: '>=10'}
 
   '@codemirror/commands@6.7.0':
@@ -5255,7 +5255,7 @@ snapshots:
       prosemirror-utils: 1.2.2(prosemirror-model@1.22.3)(prosemirror-state@1.4.3)
       prosemirror-view: 1.34.1
 
-  '@chatwoot/utils@0.0.48':
+  '@chatwoot/utils@0.0.49':
     dependencies:
       date-fns: 2.30.0
 
diff --git a/spec/controllers/api/v1/accounts/portals_controller_spec.rb b/spec/controllers/api/v1/accounts/portals_controller_spec.rb
index aeec9cab4..d0ea13e2b 100644
--- a/spec/controllers/api/v1/accounts/portals_controller_spec.rb
+++ b/spec/controllers/api/v1/accounts/portals_controller_spec.rb
@@ -210,4 +210,76 @@ RSpec.describe 'Api::V1::Accounts::Portals', type: :request do
       end
     end
   end
+
+  describe 'POST /api/v1/accounts/{account.id}/portals/{portal.slug}/send_instructions' do
+    let(:portal_with_domain) { create(:portal, slug: 'portal-with-domain', account_id: account.id, custom_domain: 'docs.example.com') }
+
+    context 'when it is an unauthenticated user' do
+      it 'returns unauthorized' do
+        post "/api/v1/accounts/#{account.id}/portals/#{portal_with_domain.slug}/send_instructions",
+             params: { email: 'dev@example.com' }
+
+        expect(response).to have_http_status(:unauthorized)
+      end
+    end
+
+    context 'when it is an authenticated agent' do
+      it 'returns unauthorized' do
+        post "/api/v1/accounts/#{account.id}/portals/#{portal_with_domain.slug}/send_instructions",
+             headers: agent.create_new_auth_token,
+             params: { email: 'dev@example.com' },
+             as: :json
+
+        expect(response).to have_http_status(:unauthorized)
+      end
+    end
+
+    context 'when it is an authenticated admin' do
+      it 'returns error when email is missing' do
+        post "/api/v1/accounts/#{account.id}/portals/#{portal_with_domain.slug}/send_instructions",
+             headers: admin.create_new_auth_token,
+             params: {},
+             as: :json
+
+        expect(response).to have_http_status(:unprocessable_entity)
+        expect(response.parsed_body['error']).to eq('Email is required')
+      end
+
+      it 'returns error when email is invalid' do
+        post "/api/v1/accounts/#{account.id}/portals/#{portal_with_domain.slug}/send_instructions",
+             headers: admin.create_new_auth_token,
+             params: { email: 'invalid-email' },
+             as: :json
+
+        expect(response).to have_http_status(:unprocessable_entity)
+        expect(response.parsed_body['error']).to eq('Invalid email format')
+      end
+
+      it 'returns error when custom domain is not configured' do
+        post "/api/v1/accounts/#{account.id}/portals/#{portal.slug}/send_instructions",
+             headers: admin.create_new_auth_token,
+             params: { email: 'dev@example.com' },
+             as: :json
+
+        expect(response).to have_http_status(:unprocessable_entity)
+        expect(response.parsed_body['error']).to eq('Custom domain is not configured')
+      end
+
+      it 'sends instructions successfully' do
+        mailer_double = instance_double(ActionMailer::MessageDelivery)
+        allow(PortalInstructionsMailer).to receive(:send_cname_instructions).and_return(mailer_double)
+        allow(mailer_double).to receive(:deliver_later)
+
+        post "/api/v1/accounts/#{account.id}/portals/#{portal_with_domain.slug}/send_instructions",
+             headers: admin.create_new_auth_token,
+             params: { email: 'dev@example.com' },
+             as: :json
+
+        expect(response).to have_http_status(:success)
+        expect(response.parsed_body['message']).to eq('Instructions sent successfully')
+        expect(PortalInstructionsMailer).to have_received(:send_cname_instructions)
+          .with(portal: portal_with_domain, recipient_email: 'dev@example.com')
+      end
+    end
+  end
 end
diff --git a/spec/enterprise/controllers/enterprise/api/v1/accounts/portals_controller_spec.rb b/spec/enterprise/controllers/enterprise/api/v1/accounts/portals_controller_spec.rb
index cb296494c..48e6c9e00 100644
--- a/spec/enterprise/controllers/enterprise/api/v1/accounts/portals_controller_spec.rb
+++ b/spec/enterprise/controllers/enterprise/api/v1/accounts/portals_controller_spec.rb
@@ -87,4 +87,73 @@ RSpec.describe 'Enterprise Portal API', type: :request do
       end
     end
   end
+
+  describe 'GET /api/v1/accounts/{account.id}/portals/{portal.slug}/ssl_status' do
+    let(:portal_with_domain) { create(:portal, slug: 'portal-with-domain', account_id: account.id, custom_domain: 'docs.example.com') }
+
+    context 'when it is an unauthenticated user' do
+      it 'returns unauthorized' do
+        get "/api/v1/accounts/#{account.id}/portals/#{portal_with_domain.slug}/ssl_status"
+
+        expect(response).to have_http_status(:unauthorized)
+      end
+    end
+
+    context 'when it is an authenticated user' do
+      it 'returns error when custom domain is not configured' do
+        get "/api/v1/accounts/#{account.id}/portals/#{portal.slug}/ssl_status",
+            headers: agent.create_new_auth_token,
+            as: :json
+
+        expect(response).to have_http_status(:unprocessable_entity)
+        expect(response.parsed_body['error']).to eq('Custom domain is not configured')
+      end
+
+      it 'returns SSL status when portal has ssl_settings' do
+        portal_with_domain.update(ssl_settings: {
+                                    'cf_status' => 'active',
+                                    'cf_verification_errors' => nil
+                                  })
+
+        mock_service = instance_double(Cloudflare::CheckCustomHostnameService)
+        allow(Cloudflare::CheckCustomHostnameService).to receive(:new).and_return(mock_service)
+        allow(mock_service).to receive(:perform).and_return({ data: [] })
+
+        get "/api/v1/accounts/#{account.id}/portals/#{portal_with_domain.slug}/ssl_status",
+            headers: agent.create_new_auth_token,
+            as: :json
+
+        expect(response).to have_http_status(:success)
+        expect(response.parsed_body['status']).to eq('active')
+        expect(response.parsed_body['verification_errors']).to be_nil
+      end
+
+      it 'returns null values when portal has no ssl_settings' do
+        mock_service = instance_double(Cloudflare::CheckCustomHostnameService)
+        allow(Cloudflare::CheckCustomHostnameService).to receive(:new).and_return(mock_service)
+        allow(mock_service).to receive(:perform).and_return({ data: [] })
+
+        get "/api/v1/accounts/#{account.id}/portals/#{portal_with_domain.slug}/ssl_status",
+            headers: agent.create_new_auth_token,
+            as: :json
+
+        expect(response).to have_http_status(:success)
+        expect(response.parsed_body['status']).to be_nil
+        expect(response.parsed_body['verification_errors']).to be_nil
+      end
+
+      it 'returns error when Cloudflare service returns errors' do
+        mock_service = instance_double(Cloudflare::CheckCustomHostnameService)
+        allow(Cloudflare::CheckCustomHostnameService).to receive(:new).and_return(mock_service)
+        allow(mock_service).to receive(:perform).and_return({ errors: ['API token not found'] })
+
+        get "/api/v1/accounts/#{account.id}/portals/#{portal_with_domain.slug}/ssl_status",
+            headers: agent.create_new_auth_token,
+            as: :json
+
+        expect(response).to have_http_status(:unprocessable_entity)
+        expect(response.parsed_body['error']).to eq(['API token not found'])
+      end
+    end
+  end
 end
diff --git a/spec/enterprise/services/cloudflare/check_custom_hostname_service_spec.rb b/spec/enterprise/services/cloudflare/check_custom_hostname_service_spec.rb
index d7ed80b90..b7e567465 100644
--- a/spec/enterprise/services/cloudflare/check_custom_hostname_service_spec.rb
+++ b/spec/enterprise/services/cloudflare/check_custom_hostname_service_spec.rb
@@ -96,8 +96,10 @@ RSpec.describe Cloudflare::CheckCustomHostnameService do
 
           expect(portal).to receive(:update).with(
             ssl_settings: {
-              'cf_verification_id': 'verification-id',
-              'cf_verification_body': 'verification-body'
+              'cf_verification_id' => 'verification-id',
+              'cf_verification_body' => 'verification-body',
+              'cf_status' => nil,
+              'cf_verification_errors' => ''
             }
           )
 
diff --git a/spec/enterprise/services/cloudflare/create_custom_hostname_service_spec.rb b/spec/enterprise/services/cloudflare/create_custom_hostname_service_spec.rb
index a3ddc8273..3f49c96dd 100644
--- a/spec/enterprise/services/cloudflare/create_custom_hostname_service_spec.rb
+++ b/spec/enterprise/services/cloudflare/create_custom_hostname_service_spec.rb
@@ -54,7 +54,7 @@ RSpec.describe Cloudflare::CreateCustomHostnameService do
 
           stub_request(:post, 'https://api.cloudflare.com/client/v4/zones/test-zone-id/custom_hostnames')
             .with(headers: { 'Authorization' => 'Bearer test-api-key', 'Content-Type' => 'application/json' },
-                  body: { hostname: 'test.example.com' }.to_json)
+                  body: { hostname: 'test.example.com', ssl: { method: 'http', type: 'dv' } }.to_json)
             .to_return(status: 422, body: error_response.to_json, headers: { 'Content-Type' => 'application/json' })
 
           result = service.perform
@@ -72,7 +72,7 @@ RSpec.describe Cloudflare::CreateCustomHostnameService do
 
           stub_request(:post, 'https://api.cloudflare.com/client/v4/zones/test-zone-id/custom_hostnames')
             .with(headers: { 'Authorization' => 'Bearer test-api-key', 'Content-Type' => 'application/json' },
-                  body: { hostname: 'test.example.com' }.to_json)
+                  body: { hostname: 'test.example.com', ssl: { method: 'http', type: 'dv' } }.to_json)
             .to_return(status: 200, body: success_response.to_json, headers: { 'Content-Type' => 'application/json' })
 
           result = service.perform
@@ -92,17 +92,22 @@ RSpec.describe Cloudflare::CreateCustomHostnameService do
               }
             }
           }
+          expect(portal.ssl_settings).to eq({})
 
           stub_request(:post, 'https://api.cloudflare.com/client/v4/zones/test-zone-id/custom_hostnames')
             .with(headers: { 'Authorization' => 'Bearer test-api-key', 'Content-Type' => 'application/json' },
-                  body: { hostname: 'test.example.com' }.to_json)
+                  body: { hostname: 'test.example.com', ssl: { method: 'http', type: 'dv' } }.to_json)
             .to_return(status: 200, body: success_response.to_json, headers: { 'Content-Type' => 'application/json' })
 
-          expect(portal).to receive(:update).with(ssl_settings: { 'cf_verification_id': 'verification-id',
-                                                                  'cf_verification_body': 'verification-body' })
-
           result = service.perform
-
+          expect(portal.ssl_settings).to eq(
+            {
+              'cf_verification_id' => 'verification-id',
+              'cf_verification_body' => 'verification-body',
+              'cf_status' => nil,
+              'cf_verification_errors' => ''
+            }
+          )
           expect(result).to eq(data: success_response['result'])
         end
       end
diff --git a/spec/mailers/portal_instructions_mailer_spec.rb b/spec/mailers/portal_instructions_mailer_spec.rb
new file mode 100644
index 000000000..bfad55a08
--- /dev/null
+++ b/spec/mailers/portal_instructions_mailer_spec.rb
@@ -0,0 +1,50 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe PortalInstructionsMailer do
+  describe 'send_cname_instructions' do
+    let!(:account) { create(:account) }
+    let!(:portal) { create(:portal, account: account, custom_domain: 'help.example.com') }
+    let(:recipient_email) { 'admin@example.com' }
+    let(:class_instance) { described_class.new }
+
+    before do
+      allow(described_class).to receive(:new).and_return(class_instance)
+      allow(class_instance).to receive(:smtp_config_set_or_development?).and_return(true)
+    end
+
+    context 'when target domain is available' do
+      it 'sends email with cname instructions' do
+        with_modified_env HELPCENTER_URL: 'https://help.chatwoot.com' do
+          mail = described_class.send_cname_instructions(portal: portal, recipient_email: recipient_email).deliver_now
+
+          expect(mail.to).to eq([recipient_email])
+          expect(mail.subject).to eq("Finish setting up #{portal.custom_domain}")
+          expect(mail.body.encoded).to include('help.example.com CNAME help.chatwoot.com')
+        end
+      end
+    end
+
+    context 'when helpcenter url is not available but frontend url is' do
+      it 'uses frontend url as target domain' do
+        with_modified_env HELPCENTER_URL: '', FRONTEND_URL: 'https://app.chatwoot.com' do
+          mail = described_class.send_cname_instructions(portal: portal, recipient_email: recipient_email).deliver_now
+
+          expect(mail.to).to eq([recipient_email])
+          expect(mail.body.encoded).to include('help.example.com CNAME app.chatwoot.com')
+        end
+      end
+    end
+
+    context 'when no target domain is available' do
+      it 'does not send email' do
+        with_modified_env HELPCENTER_URL: '', FRONTEND_URL: '' do
+          mail = described_class.send_cname_instructions(portal: portal, recipient_email: recipient_email).deliver_now
+
+          expect(mail).to be_nil
+        end
+      end
+    end
+  end
+end

From b434279422f946dfdd6ac3affd1f9ea91811893f Mon Sep 17 00:00:00 2001
From: "dependabot[bot]" <49699333+dependabot[bot]@users.noreply.github.com>
Date: Wed, 30 Jul 2025 10:53:59 -0700
Subject: [PATCH 6/7] chore(deps): bump vue-i18n from 9.14.3 to 9.14.5 (#11960)
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Bumps
[vue-i18n](https://github.com/intlify/vue-i18n/tree/HEAD/packages/vue-i18n)
from 9.14.3 to 9.14.5.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/intlify/vue-i18n/releases">vue-i18n's
releases</a>.</em></p>
<blockquote>
<h2>v9.14.5</h2>
<!-- raw HTML omitted -->
<h2>What's Changed</h2>
<h3>🔒 Security Fixes</h3>
<ul>
<li>fix: DOM-based XSS via tag attributes for escape parameter by <a
href="https://github.com/kazupon"><code>@​kazupon</code></a> in <a
href="https://redirect.github.com/intlify/vue-i18n/pull/2230">intlify/vue-i18n#2230</a></li>
</ul>
<p><strong>Full Changelog</strong>: <a
href="https://github.com/intlify/vue-i18n/compare/v9.14.4...v9.14.5">https://github.com/intlify/vue-i18n/compare/v9.14.4...v9.14.5</a></p>
<h2>v9.14.4</h2>
<!-- raw HTML omitted -->
<h2>What's Changed</h2>
<h3>🐛 Bug Fixes</h3>
<ul>
<li>fix: cannot resolve the ast messages which has json path for v9 by
<a href="https://github.com/kazupon"><code>@​kazupon</code></a> in <a
href="https://redirect.github.com/intlify/vue-i18n/pull/2162">intlify/vue-i18n#2162</a></li>
</ul>
<p><strong>Full Changelog</strong>: <a
href="https://github.com/intlify/vue-i18n/compare/v9.14.3...v9.14.4">https://github.com/intlify/vue-i18n/compare/v9.14.3...v9.14.4</a></p>
</blockquote>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="https://github.com/intlify/vue-i18n/commit/924596094e3123251efb3b0ae2d93bbd4a5742ce"><code>9245960</code></a>
release: v9.14.5</li>
<li><a
href="https://github.com/intlify/vue-i18n/commit/cffa3403a5b1d0aeaefb9bf769461fce5f781160"><code>cffa340</code></a>
release: v9.14.4</li>
<li>See full diff in <a
href="https://github.com/intlify/vue-i18n/commits/v9.14.5/packages/vue-i18n">compare
view</a></li>
</ul>
</details>
<br />


[![Dependabot compatibility
score](https://dependabot-badges.githubapp.com/badges/compatibility_score?dependency-name=vue-i18n&package-manager=npm_and_yarn&previous-version=9.14.3&new-version=9.14.5)](https://docs.github.com/en/github/managing-security-vulnerabilities/about-dependabot-security-updates#about-compatibility-scores)

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<details>
<summary>Dependabot commands and options</summary>
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---
 package.json   |  2 +-
 pnpm-lock.yaml | 89 ++++++++++++++++++++++++++++++++++----------------
 2 files changed, 61 insertions(+), 30 deletions(-)

diff --git a/package.json b/package.json
index 02dd757aa..2aefb3d53 100644
--- a/package.json
+++ b/package.json
@@ -93,7 +93,7 @@
     "vue-chartjs": "5.3.1",
     "vue-datepicker-next": "^1.0.3",
     "vue-dompurify-html": "^5.1.0",
-    "vue-i18n": "9.14.3",
+    "vue-i18n": "9.14.5",
     "vue-letter": "^0.2.1",
     "vue-multiselect": "3.1.0",
     "vue-router": "~4.4.5",
diff --git a/pnpm-lock.yaml b/pnpm-lock.yaml
index 449176df4..ca55fbe34 100644
--- a/pnpm-lock.yaml
+++ b/pnpm-lock.yaml
@@ -200,8 +200,8 @@ importers:
         specifier: ^5.1.0
         version: 5.1.0(vue@3.5.12(typescript@5.6.2))
       vue-i18n:
-        specifier: 9.14.3
-        version: 9.14.3(vue@3.5.12(typescript@5.6.2))
+        specifier: 9.14.5
+        version: 9.14.5(vue@3.5.12(typescript@5.6.2))
       vue-letter:
         specifier: ^0.2.1
         version: 0.2.1
@@ -906,8 +906,8 @@ packages:
     resolution: {integrity: sha512-DZyQ4Hk22sC81MP4qiCDuU+LdaYW91A6lCjq8AWPvY3+mGMzhGDfOCzvyR6YBQxtlPjFqMoFk9ylnNYRAQwXtQ==}
     engines: {node: '>= 16'}
 
-  '@intlify/core-base@9.14.3':
-    resolution: {integrity: sha512-nbJ7pKTlXFnaXPblyfiH6awAx1C0PWNNuqXAR74yRwgi5A/Re/8/5fErLY0pv4R8+EHj3ZaThMHdnuC/5OBa6g==}
+  '@intlify/core-base@9.14.5':
+    resolution: {integrity: sha512-5ah5FqZG4pOoHjkvs8mjtv+gPKYU0zCISaYNjBNNqYiaITxW8ZtVih3GS/oTOqN8d9/mDLyrjD46GBApNxmlsA==}
     engines: {node: '>= 16'}
 
   '@intlify/eslint-plugin-vue-i18n@3.2.0':
@@ -920,16 +920,16 @@ packages:
     resolution: {integrity: sha512-YsKKuV4Qv4wrLNsvgWbTf0E40uRv+Qiw1BeLQ0LAxifQuhiMe+hfTIzOMdWj/ZpnTDj4RSZtkXjJM7JDiiB5LQ==}
     engines: {node: '>= 16'}
 
-  '@intlify/message-compiler@9.14.3':
-    resolution: {integrity: sha512-ANwC226BQdd+MpJ36rOYkChSESfPwu3Ss2Faw0RHTOknYLoHTX6V6e/JjIKVDMbzs0/H/df/rO6yU0SPiWHqNg==}
+  '@intlify/message-compiler@9.14.5':
+    resolution: {integrity: sha512-IHzgEu61/YIpQV5Pc3aRWScDcnFKWvQA9kigcINcCBXN8mbW+vk9SK+lDxA6STzKQsVJxUPg9ACC52pKKo3SVQ==}
     engines: {node: '>= 16'}
 
   '@intlify/shared@9.14.2':
     resolution: {integrity: sha512-uRAHAxYPeF+G5DBIboKpPgC/Waecd4Jz8ihtkpJQD5ycb5PwXp0k/+hBGl5dAjwF7w+l74kz/PKA8r8OK//RUw==}
     engines: {node: '>= 16'}
 
-  '@intlify/shared@9.14.3':
-    resolution: {integrity: sha512-hJXz9LA5VG7qNE00t50bdzDv8Z4q9fpcL81wj4y4duKavrv0KM8YNLTwXNEFINHjTsfrG9TXvPuEjVaAvZ7yWg==}
+  '@intlify/shared@9.14.5':
+    resolution: {integrity: sha512-9gB+E53BYuAEMhbCAxVgG38EZrk59sxBtv3jSizNL2hEWlgjBjAw1AwpLHtNaeda12pe6W20OGEa0TwuMSRbyQ==}
     engines: {node: '>= 16'}
 
   '@isaacs/cliui@8.0.2':
@@ -940,6 +940,9 @@ packages:
     resolution: {integrity: sha512-ZXRY4jNvVgSVQ8DL3LTcakaAtXwTVUxE81hslsyD2AtoXW/wVob10HkOJ1X/pAlcI7D+2YoZKg5do8G/w6RYgA==}
     engines: {node: '>=8'}
 
+  '@jridgewell/gen-mapping@0.3.12':
+    resolution: {integrity: sha512-OuLGC46TjB5BbN1dH8JULVVZY4WTdkF7tV9Ys6wLL1rubZnCMstOhNHueU5bLCrnRuDhKPDM4g6sw4Bel5Gzqg==}
+
   '@jridgewell/gen-mapping@0.3.5':
     resolution: {integrity: sha512-IzL8ZoEDIBRWEzlCcRhOaCupYyN5gdIK+Q6fbFdPDg6HqX6jpkItn7DFIpW9LQzXG6Df9sA7+OKnq0qlz/GaQg==}
     engines: {node: '>=6.0.0'}
@@ -952,19 +955,29 @@ packages:
     resolution: {integrity: sha512-dSYZh7HhCDtCKm4QakX0xFpsRDqjjtZf/kjI/v3T3Nwt5r8/qz/M19F9ySyOqU94SXBmeG9ttTul+YnR4LOxFA==}
     engines: {node: '>=6.0.0'}
 
+  '@jridgewell/resolve-uri@3.1.2':
+    resolution: {integrity: sha512-bRISgCIjP20/tbWSPWMEi54QVPRZExkuD9lJL+UIxUKtwVJA8wW1Trb1jMs1RFXo1CBTNZ/5hpC9QvmKWdopKw==}
+    engines: {node: '>=6.0.0'}
+
   '@jridgewell/set-array@1.2.1':
     resolution: {integrity: sha512-R8gLRTZeyp03ymzP/6Lil/28tGeGEzhx1q2k703KGWRAI1VdvPIXdG70VJc2pAMw3NA6JKL5hhFu1sJX0Mnn/A==}
     engines: {node: '>=6.0.0'}
 
-  '@jridgewell/source-map@0.3.6':
-    resolution: {integrity: sha512-1ZJTZebgqllO79ue2bm3rIGud/bOe0pP5BjSRCRxxYkEZS8STV7zN84UBbiYu7jy+eCKSnVIUgoWWE/tt+shMQ==}
+  '@jridgewell/source-map@0.3.10':
+    resolution: {integrity: sha512-0pPkgz9dY+bijgistcTTJ5mR+ocqRXLuhXHYdzoMmmoJ2C9S46RCm2GMUbatPEUK9Yjy26IrAy8D/M00lLkv+Q==}
 
   '@jridgewell/sourcemap-codec@1.5.0':
     resolution: {integrity: sha512-gv3ZRaISU3fjPAgNsriBRqGWQL6quFx04YMPW/zD8XMLsU32mhCCbfbO6KZFLjvYpCZ8zyDEgqsgf+PwPaM7GQ==}
 
+  '@jridgewell/sourcemap-codec@1.5.4':
+    resolution: {integrity: sha512-VT2+G1VQs/9oz078bLrYbecdZKs912zQlkelYpuf+SXF+QvZDYJlbx/LSx+meSAwdDFnF8FVXW92AVjjkVmgFw==}
+
   '@jridgewell/trace-mapping@0.3.25':
     resolution: {integrity: sha512-vNk6aEwybGtawWmy/PzwnGDOjCkLWSD2wqvjGGAgOAwCGWySYXfYoxt00IJkTF+8Lb57DwOb3Aa0o9CApepiYQ==}
 
+  '@jridgewell/trace-mapping@0.3.29':
+    resolution: {integrity: sha512-uw6guiW/gcAGPDhLmd77/6lW8QLeiV5RUTsAX46Db6oLhGaVj4lhnPwb184s1bkc8kdVg/+h988dro8GRDpmYQ==}
+
   '@june-so/analytics-next@2.0.0':
     resolution: {integrity: sha512-7uFP94JLD7mP4qLyOwn5HBs+CC8VlevOkiGd1CIYqPSjSRmbCOI+MVcJNlTAcpyNvMi9iUnWZ3jGVO5177Di4A==}
 
@@ -1993,8 +2006,8 @@ packages:
     engines: {node: '>=0.4.0'}
     hasBin: true
 
-  acorn@8.14.1:
-    resolution: {integrity: sha512-OvQ/2pUDKmgfCg++xsTX1wGxfTaszcHVcTctW4UJB4hibJx2HXxxO5UmVgyjMa+ZDsiaf5wWLXYpRWMmBI0QHg==}
+  acorn@8.15.0:
+    resolution: {integrity: sha512-NZyJarBfL7nWwIq+FDL6Zp/yHEhePMNnnJ0y3qfieCrmNvYct8uvtiV41UvlSe6apAfk0fY1FbWx+NwfmpvtTg==}
     engines: {node: '>=0.4.0'}
     hasBin: true
 
@@ -4960,8 +4973,8 @@ packages:
     peerDependencies:
       eslint: '>=6.0.0'
 
-  vue-i18n@9.14.3:
-    resolution: {integrity: sha512-C+E0KE8ihKjdYCQx8oUkXX+8tBItrYNMnGJuzEPevBARQFUN2tKez6ZVOvBrWH0+KT5wEk3vOWjNk7ygb2u9ig==}
+  vue-i18n@9.14.5:
+    resolution: {integrity: sha512-0jQ9Em3ymWngyiIkj0+c/k7WgaPO+TNzjKSNq9BvBQaKJECqn9cd9fL4tkDhB5G1QBskGl9YxxbDAhgbFtpe2g==}
     engines: {node: '>= 16'}
     peerDependencies:
       vue: ^3.0.0
@@ -5778,10 +5791,10 @@ snapshots:
       '@intlify/message-compiler': 9.14.2
       '@intlify/shared': 9.14.2
 
-  '@intlify/core-base@9.14.3':
+  '@intlify/core-base@9.14.5':
     dependencies:
-      '@intlify/message-compiler': 9.14.3
-      '@intlify/shared': 9.14.3
+      '@intlify/message-compiler': 9.14.5
+      '@intlify/shared': 9.14.5
 
   '@intlify/eslint-plugin-vue-i18n@3.2.0(eslint@8.57.0)':
     dependencies:
@@ -5813,14 +5826,14 @@ snapshots:
       '@intlify/shared': 9.14.2
       source-map-js: 1.2.1
 
-  '@intlify/message-compiler@9.14.3':
+  '@intlify/message-compiler@9.14.5':
     dependencies:
-      '@intlify/shared': 9.14.3
+      '@intlify/shared': 9.14.5
       source-map-js: 1.2.1
 
   '@intlify/shared@9.14.2': {}
 
-  '@intlify/shared@9.14.3': {}
+  '@intlify/shared@9.14.5': {}
 
   '@isaacs/cliui@8.0.2':
     dependencies:
@@ -5833,6 +5846,12 @@ snapshots:
 
   '@istanbuljs/schema@0.1.3': {}
 
+  '@jridgewell/gen-mapping@0.3.12':
+    dependencies:
+      '@jridgewell/sourcemap-codec': 1.5.4
+      '@jridgewell/trace-mapping': 0.3.29
+    optional: true
+
   '@jridgewell/gen-mapping@0.3.5':
     dependencies:
       '@jridgewell/set-array': 1.2.1
@@ -5847,21 +5866,33 @@ snapshots:
 
   '@jridgewell/resolve-uri@3.1.1': {}
 
+  '@jridgewell/resolve-uri@3.1.2':
+    optional: true
+
   '@jridgewell/set-array@1.2.1': {}
 
-  '@jridgewell/source-map@0.3.6':
+  '@jridgewell/source-map@0.3.10':
     dependencies:
-      '@jridgewell/gen-mapping': 0.3.8
-      '@jridgewell/trace-mapping': 0.3.25
+      '@jridgewell/gen-mapping': 0.3.12
+      '@jridgewell/trace-mapping': 0.3.29
     optional: true
 
   '@jridgewell/sourcemap-codec@1.5.0': {}
 
+  '@jridgewell/sourcemap-codec@1.5.4':
+    optional: true
+
   '@jridgewell/trace-mapping@0.3.25':
     dependencies:
       '@jridgewell/resolve-uri': 3.1.1
       '@jridgewell/sourcemap-codec': 1.5.0
 
+  '@jridgewell/trace-mapping@0.3.29':
+    dependencies:
+      '@jridgewell/resolve-uri': 3.1.2
+      '@jridgewell/sourcemap-codec': 1.5.4
+    optional: true
+
   '@june-so/analytics-next@2.0.0':
     dependencies:
       '@lukeed/uuid': 2.0.0
@@ -7078,7 +7109,7 @@ snapshots:
 
   acorn@8.14.0: {}
 
-  acorn@8.14.1:
+  acorn@8.15.0:
     optional: true
 
   activestorage@5.2.8:
@@ -10124,8 +10155,8 @@ snapshots:
 
   terser@5.33.0:
     dependencies:
-      '@jridgewell/source-map': 0.3.6
-      acorn: 8.14.1
+      '@jridgewell/source-map': 0.3.10
+      acorn: 8.15.0
       commander: 2.20.3
       source-map-support: 0.5.21
     optional: true
@@ -10479,10 +10510,10 @@ snapshots:
     transitivePeerDependencies:
       - supports-color
 
-  vue-i18n@9.14.3(vue@3.5.12(typescript@5.6.2)):
+  vue-i18n@9.14.5(vue@3.5.12(typescript@5.6.2)):
     dependencies:
-      '@intlify/core-base': 9.14.3
-      '@intlify/shared': 9.14.3
+      '@intlify/core-base': 9.14.5
+      '@intlify/shared': 9.14.5
       '@vue/devtools-api': 6.6.4
       vue: 3.5.12(typescript@5.6.2)
 

From 86cb4fd80952df40c979f9e67d8064f6deda02f9 Mon Sep 17 00:00:00 2001
From: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Date: Thu, 31 Jul 2025 02:19:27 +0530
Subject: [PATCH 7/7] chore: Improve layout styles (#12025)

# Pull Request Template

## Description

This PR fixes the layout overflow scroll issue and removes unused CSS.
It also optimizes the display of the Sidebar, Copilot Panel, and
Conversation Panel in the mobile view.
Additionally, it resolves a runtime console warning.

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

### Screencast


https://github.com/user-attachments/assets/7e8885fa-6174-4740-80f1-bb1cec6517fc




## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
---
 app/javascript/dashboard/App.vue              |  2 +-
 .../dashboard/assets/scss/_woot.scss          | 24 -----
 .../sidebar/MobileSidebarLauncher.vue         | 58 ++++++++++++
 .../components-next/sidebar/Sidebar.vue       | 28 +++++-
 .../components/copilot/CopilotContainer.vue   | 30 +++++-
 .../conversation/ConversationSidebar.vue      | 28 +++++-
 app/javascript/dashboard/constants/globals.js |  2 +-
 .../dashboard/routes/dashboard/Dashboard.vue  | 91 +++++++++----------
 .../conversation/search/SwitchLayout.vue      |  2 +-
 .../helpcenter/components/UpgradePage.vue     |  2 +-
 .../pages/HelpCenterPageRouteView.vue         |  2 +-
 .../dashboard/settings/SettingsHeader.vue     | 20 ----
 .../routes/dashboard/settings/Wrapper.vue     | 16 +---
 .../dashboard/settings/inbox/inbox.routes.js  |  2 -
 .../dashboard/settings/teams/teams.routes.js  |  2 -
 .../routes/dashboard/upgrade/UpgradePage.vue  | 72 ++++++++-------
 16 files changed, 226 insertions(+), 155 deletions(-)
 create mode 100644 app/javascript/dashboard/components-next/sidebar/MobileSidebarLauncher.vue

diff --git a/app/javascript/dashboard/App.vue b/app/javascript/dashboard/App.vue
index 675f6ea67..0fbb20ea9 100644
--- a/app/javascript/dashboard/App.vue
+++ b/app/javascript/dashboard/App.vue
@@ -136,7 +136,7 @@ export default {
   <div
     v-if="!authUIFlags.isFetching && !accountUIFlags.isFetchingItem"
     id="app"
-    class="flex-grow-0 w-full h-full min-h-0 app-wrapper"
+    class="flex flex-col w-full h-screen min-h-0"
     :class="{ 'app-rtl--wrapper': isRTL }"
     :dir="isRTL ? 'rtl' : 'ltr'"
   >
diff --git a/app/javascript/dashboard/assets/scss/_woot.scss b/app/javascript/dashboard/assets/scss/_woot.scss
index 66416c64c..40ca7b436 100644
--- a/app/javascript/dashboard/assets/scss/_woot.scss
+++ b/app/javascript/dashboard/assets/scss/_woot.scss
@@ -37,30 +37,6 @@ body {
   width: 100%;
 }
 
-.app-wrapper {
-  @apply h-screen flex-grow-0 min-h-0 w-full;
-
-  .button--fixed-top {
-    @apply fixed ltr:right-2 rtl:left-2 top-2 flex flex-row;
-  }
-}
-
-.banner + .app-wrapper {
-  // Reduce the height of the dashboard to make room for the banner.
-  // And causing the top right green-action button to be pushed down when scrolling.
-  @apply h-[calc(100%-48px)];
-
-  .button--fixed-top {
-    @apply top-14;
-  }
-
-  .off-canvas-content {
-    .button--fixed-top {
-      @apply top-2;
-    }
-  }
-}
-
 .tooltip {
   @apply bg-n-solid-2 text-n-slate-12 py-1 px-2 z-40 text-xs rounded-md max-w-96;
 }
diff --git a/app/javascript/dashboard/components-next/sidebar/MobileSidebarLauncher.vue b/app/javascript/dashboard/components-next/sidebar/MobileSidebarLauncher.vue
new file mode 100644
index 000000000..a7265f840
--- /dev/null
+++ b/app/javascript/dashboard/components-next/sidebar/MobileSidebarLauncher.vue
@@ -0,0 +1,58 @@
+<script setup>
+import { computed } from 'vue';
+import { useRoute } from 'vue-router';
+import Button from 'dashboard/components-next/button/Button.vue';
+
+defineProps({
+  isMobileSidebarOpen: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits(['toggle']);
+
+const route = useRoute();
+
+const isConversationRoute = computed(() => {
+  const CONVERSATION_ROUTES = [
+    'inbox_conversation',
+    'conversation_through_inbox',
+    'conversations_through_label',
+    'team_conversations_through_label',
+    'conversations_through_folders',
+    'conversation_through_mentions',
+    'conversation_through_unattended',
+    'conversation_through_participating',
+    'inbox_view_conversation',
+  ];
+  return CONVERSATION_ROUTES.includes(route.name);
+});
+
+const toggleSidebar = () => {
+  emit('toggle');
+};
+</script>
+
+<template>
+  <div
+    v-if="!isConversationRoute"
+    id="mobile-sidebar-launcher"
+    class="fixed bottom-4 ltr:left-4 rtl:right-4 z-40 transition-transform duration-200 ease-in-out block md:hidden"
+    :class="[
+      {
+        'ltr:translate-x-48 rtl:-translate-x-48': isMobileSidebarOpen,
+      },
+    ]"
+  >
+    <div class="rounded-full bg-n-alpha-2 p-1">
+      <Button
+        icon="i-lucide-menu"
+        class="!rounded-full !bg-n-solid-3 dark:!bg-n-alpha-2 !text-n-slate-12 text-xl"
+        lg
+        @click="toggleSidebar"
+      />
+    </div>
+  </div>
+  <template v-else />
+</template>
diff --git a/app/javascript/dashboard/components-next/sidebar/Sidebar.vue b/app/javascript/dashboard/components-next/sidebar/Sidebar.vue
index 12f15ce4b..dcd637055 100644
--- a/app/javascript/dashboard/components-next/sidebar/Sidebar.vue
+++ b/app/javascript/dashboard/components-next/sidebar/Sidebar.vue
@@ -8,6 +8,7 @@ import { useStore } from 'vuex';
 import { useI18n } from 'vue-i18n';
 import { useStorage } from '@vueuse/core';
 import { useSidebarKeyboardShortcuts } from './useSidebarKeyboardShortcuts';
+import { vOnClickOutside } from '@vueuse/components';
 
 import Button from 'dashboard/components-next/button/Button.vue';
 import SidebarGroup from './SidebarGroup.vue';
@@ -17,10 +18,18 @@ import SidebarAccountSwitcher from './SidebarAccountSwitcher.vue';
 import Logo from 'next/icon/Logo.vue';
 import ComposeConversation from 'dashboard/components-next/NewConversation/ComposeConversation.vue';
 
+const props = defineProps({
+  isMobileSidebarOpen: {
+    type: Boolean,
+    default: false,
+  },
+});
+
 const emit = defineEmits([
   'closeKeyShortcutModal',
   'openKeyShortcutModal',
   'showCreateAccountModal',
+  'closeMobileSidebar',
 ]);
 
 const { accountScopedRoute } = useAccount();
@@ -77,6 +86,11 @@ const sortedInboxes = computed(() =>
   inboxes.value.slice().sort((a, b) => a.name.localeCompare(b.name))
 );
 
+const closeMobileSidebar = () => {
+  if (!props.isMobileSidebarOpen) return;
+  emit('closeMobileSidebar');
+};
+
 const newReportRoutes = () => [
   {
     name: 'Reports Agent',
@@ -488,7 +502,19 @@ const menuItems = computed(() => {
 
 <template>
   <aside
-    class="w-[200px] bg-n-solid-2 rtl:border-l ltr:border-r border-n-weak h-screen flex flex-col text-sm pb-1"
+    v-on-click-outside="[
+      closeMobileSidebar,
+      { ignore: ['#mobile-sidebar-launcher'] },
+    ]"
+    class="bg-n-solid-2 rtl:border-l ltr:border-r border-n-weak flex flex-col text-sm pb-1 fixed top-0 ltr:left-0 rtl:right-0 h-full z-40 transition-transform duration-200 ease-in-out md:static w-[200px] basis-[200px] md:flex-shrink-0 md:ltr:translate-x-0 md:rtl:-translate-x-0"
+    :class="[
+      {
+        'ltr:translate-x-0 rtl:-translate-x-0 shadow-lg md:shadow-none':
+          isMobileSidebarOpen,
+        'ltr:-translate-x-full rtl:translate-x-full md:translate-x-0':
+          !isMobileSidebarOpen,
+      },
+    ]"
   >
     <section class="grid gap-2 mt-2 mb-4">
       <div class="flex items-center min-w-0 gap-2 px-2">
diff --git a/app/javascript/dashboard/components/copilot/CopilotContainer.vue b/app/javascript/dashboard/components/copilot/CopilotContainer.vue
index bc55509b3..41ffa6b61 100644
--- a/app/javascript/dashboard/components/copilot/CopilotContainer.vue
+++ b/app/javascript/dashboard/components/copilot/CopilotContainer.vue
@@ -4,7 +4,11 @@ import { useStore } from 'dashboard/composables/store';
 import Copilot from 'dashboard/components-next/copilot/Copilot.vue';
 import { useMapGetter } from 'dashboard/composables/store';
 import { useUISettings } from 'dashboard/composables/useUISettings';
+import { useWindowSize } from '@vueuse/core';
+import { vOnClickOutside } from '@vueuse/components';
 import { FEATURE_FLAGS } from 'dashboard/featureFlags';
+import wootConstants from 'dashboard/constants/globals';
+
 defineProps({
   conversationInboxType: {
     type: String,
@@ -13,12 +17,19 @@ defineProps({
 });
 
 const store = useStore();
+const { uiSettings, updateUISettings } = useUISettings();
+const { width: windowWidth } = useWindowSize();
+
 const currentUser = useMapGetter('getCurrentUser');
 const assistants = useMapGetter('captainAssistants/getRecords');
 const uiFlags = useMapGetter('captainAssistants/getUIFlags');
 const inboxAssistant = useMapGetter('getCopilotAssistant');
 const currentChat = useMapGetter('getSelectedChat');
 
+const isSmallScreen = computed(
+  () => windowWidth.value < wootConstants.SMALL_SCREEN_BREAKPOINT
+);
+
 const selectedCopilotThreadId = ref(null);
 const messages = computed(() =>
   store.getters['copilotMessages/getMessagesByThreadId'](
@@ -32,7 +43,6 @@ const isFeatureEnabledonAccount = useMapGetter(
 );
 
 const selectedAssistantId = ref(null);
-const { uiSettings, updateUISettings } = useUISettings();
 
 const activeAssistant = computed(() => {
   const preferredId = uiSettings.value.preferred_captain_assistant_id;
@@ -55,6 +65,15 @@ const activeAssistant = computed(() => {
   return assistants.value[0];
 });
 
+const closeCopilotPanel = () => {
+  if (isSmallScreen.value && uiSettings.value?.is_copilot_panel_open) {
+    updateUISettings({
+      is_contact_sidebar_open: false,
+      is_copilot_panel_open: false,
+    });
+  }
+};
+
 const setAssistant = async assistant => {
   selectedAssistantId.value = assistant.id;
   await updateUISettings({
@@ -101,7 +120,14 @@ onMounted(() => {
 <template>
   <div
     v-if="shouldShowCopilotPanel"
-    class="ltr:border-l rtl:border-r border-n-weak h-full overflow-hidden z-10 w-[320px] min-w-[320px] 2xl:min-w-[360px] 2xl:w-[360px] flex flex-col bg-n-background"
+    v-on-click-outside="() => closeCopilotPanel()"
+    class="bg-n-background h-full overflow-hidden flex-col fixed top-0 ltr:right-0 rtl:left-0 z-40 w-full max-w-sm transition-transform duration-300 ease-in-out md:static md:w-[320px] md:min-w-[320px] ltr:border-l rtl:border-r border-n-weak 2xl:min-w-[360px] 2xl:w-[360px] shadow-lg md:shadow-none"
+    :class="[
+      {
+        'md:flex': shouldShowCopilotPanel,
+        'md:hidden': !shouldShowCopilotPanel,
+      },
+    ]"
   >
     <Copilot
       :messages="messages"
diff --git a/app/javascript/dashboard/components/widgets/conversation/ConversationSidebar.vue b/app/javascript/dashboard/components/widgets/conversation/ConversationSidebar.vue
index 83a8bb9e6..b3ddf3b6c 100644
--- a/app/javascript/dashboard/components/widgets/conversation/ConversationSidebar.vue
+++ b/app/javascript/dashboard/components/widgets/conversation/ConversationSidebar.vue
@@ -2,6 +2,9 @@
 import { computed } from 'vue';
 import ContactPanel from 'dashboard/routes/dashboard/conversation/ContactPanel.vue';
 import { useUISettings } from 'dashboard/composables/useUISettings';
+import { useWindowSize } from '@vueuse/core';
+import { vOnClickOutside } from '@vueuse/components';
+import wootConstants from 'dashboard/constants/globals';
 
 defineProps({
   currentChat: {
@@ -10,7 +13,8 @@ defineProps({
   },
 });
 
-const { uiSettings } = useUISettings();
+const { uiSettings, updateUISettings } = useUISettings();
+const { width: windowWidth } = useWindowSize();
 
 const activeTab = computed(() => {
   const { is_contact_sidebar_open: isContactSidebarOpen } = uiSettings.value;
@@ -20,11 +24,31 @@ const activeTab = computed(() => {
   }
   return null;
 });
+
+const isSmallScreen = computed(
+  () => windowWidth.value < wootConstants.SMALL_SCREEN_BREAKPOINT
+);
+
+const closeContactPanel = () => {
+  if (isSmallScreen.value && uiSettings.value?.is_contact_sidebar_open) {
+    updateUISettings({
+      is_contact_sidebar_open: false,
+      is_copilot_panel_open: false,
+    });
+  }
+};
 </script>
 
 <template>
   <div
-    class="ltr:border-l rtl:border-r border-n-weak h-full overflow-hidden z-10 w-[320px] min-w-[320px] 2xl:min-w-[360px] 2xl:w-[360px] flex flex-col bg-n-background"
+    v-on-click-outside="() => closeContactPanel()"
+    class="bg-n-background h-full overflow-hidden flex flex-col fixed top-0 z-40 w-full max-w-sm transition-transform duration-300 ease-in-out ltr:right-0 rtl:left-0 md:static md:w-[320px] md:min-w-[320px] ltr:border-l rtl:border-r border-n-weak 2xl:min-w-[360px] 2xl:w-[360px] shadow-lg md:shadow-none"
+    :class="[
+      {
+        'md:flex': activeTab === 0,
+        'md:hidden': activeTab !== 0,
+      },
+    ]"
   >
     <div class="flex flex-1 overflow-auto">
       <ContactPanel
diff --git a/app/javascript/dashboard/constants/globals.js b/app/javascript/dashboard/constants/globals.js
index 4c731e9d8..489070f38 100644
--- a/app/javascript/dashboard/constants/globals.js
+++ b/app/javascript/dashboard/constants/globals.js
@@ -35,7 +35,7 @@ export default {
   HELP_CENTER_DOCS_URL:
     'https://www.chatwoot.com/docs/product/others/help-center',
   TESTIMONIAL_URL: 'https://testimonials.cdn.chatwoot.com/content.json',
-  SMALL_SCREEN_BREAKPOINT: 1200,
+  SMALL_SCREEN_BREAKPOINT: 768,
   AVAILABILITY_STATUS_KEYS: ['online', 'busy', 'offline'],
   SNOOZE_OPTIONS: {
     UNTIL_NEXT_REPLY: 'until_next_reply',
diff --git a/app/javascript/dashboard/routes/dashboard/Dashboard.vue b/app/javascript/dashboard/routes/dashboard/Dashboard.vue
index 3d2610727..0a9f841fa 100644
--- a/app/javascript/dashboard/routes/dashboard/Dashboard.vue
+++ b/app/javascript/dashboard/routes/dashboard/Dashboard.vue
@@ -8,6 +8,7 @@ import UpgradePage from 'dashboard/routes/dashboard/upgrade/UpgradePage.vue';
 
 import { useUISettings } from 'dashboard/composables/useUISettings';
 import { useAccount } from 'dashboard/composables/useAccount';
+import { useWindowSize } from '@vueuse/core';
 
 import wootConstants from 'dashboard/constants/globals';
 
@@ -18,6 +19,8 @@ const CommandBar = defineAsyncComponent(
 import CopilotLauncher from 'dashboard/components-next/copilot/CopilotLauncher.vue';
 import CopilotContainer from 'dashboard/components/copilot/CopilotContainer.vue';
 
+import MobileSidebarLauncher from 'dashboard/components-next/sidebar/MobileSidebarLauncher.vue';
+
 export default {
   components: {
     NextSidebar,
@@ -27,17 +30,20 @@ export default {
     UpgradePage,
     CopilotLauncher,
     CopilotContainer,
+    MobileSidebarLauncher,
   },
   setup() {
     const upgradePageRef = ref(null);
     const { uiSettings, updateUISettings } = useUISettings();
     const { accountId } = useAccount();
+    const { width: windowWidth } = useWindowSize();
 
     return {
       uiSettings,
       updateUISettings,
       accountId,
       upgradePageRef,
+      windowWidth,
     };
   },
   data() {
@@ -45,10 +51,13 @@ export default {
       showAccountModal: false,
       showCreateAccountModal: false,
       showShortcutModal: false,
-      displayLayoutType: '',
+      isMobileSidebarOpen: false,
     };
   },
   computed: {
+    isSmallScreen() {
+      return this.windowWidth < wootConstants.SMALL_SCREEN_BREAKPOINT;
+    },
     showUpgradePage() {
       return this.upgradePageRef?.shouldShowUpgradePage;
     },
@@ -66,54 +75,30 @@ export default {
       } = this.uiSettings;
       return conversationDisplayType;
     },
-    previouslyUsedSidebarView() {
-      const { previously_used_sidebar_view: showSecondarySidebar } =
-        this.uiSettings;
-      return showSecondarySidebar;
-    },
   },
   watch: {
-    displayLayoutType() {
-      const { LAYOUT_TYPES } = wootConstants;
-      this.updateUISettings({
-        conversation_display_type:
-          this.displayLayoutType === LAYOUT_TYPES.EXPANDED
-            ? LAYOUT_TYPES.EXPANDED
-            : this.previouslyUsedDisplayType,
-        show_secondary_sidebar:
-          this.displayLayoutType === LAYOUT_TYPES.EXPANDED
-            ? false
-            : this.previouslyUsedSidebarView,
-      });
+    isSmallScreen: {
+      handler() {
+        const { LAYOUT_TYPES } = wootConstants;
+        if (window.innerWidth <= wootConstants.SMALL_SCREEN_BREAKPOINT) {
+          this.updateUISettings({
+            conversation_display_type: LAYOUT_TYPES.EXPANDED,
+          });
+        } else {
+          this.updateUISettings({
+            conversation_display_type: this.previouslyUsedDisplayType,
+          });
+        }
+      },
+      immediate: true,
     },
   },
-  mounted() {
-    this.handleResize();
-    window.addEventListener('resize', this.handleResize);
-  },
-  unmounted() {
-    window.removeEventListener('resize', this.handleResize);
-  },
-
   methods: {
-    handleResize() {
-      const { SMALL_SCREEN_BREAKPOINT, LAYOUT_TYPES } = wootConstants;
-      let throttled = false;
-      const delay = 150;
-
-      if (throttled) {
-        return;
-      }
-      throttled = true;
-
-      setTimeout(() => {
-        throttled = false;
-        if (window.innerWidth <= SMALL_SCREEN_BREAKPOINT) {
-          this.displayLayoutType = LAYOUT_TYPES.EXPANDED;
-        } else {
-          this.displayLayoutType = LAYOUT_TYPES.CONDENSED;
-        }
-      }, delay);
+    toggleMobileSidebar() {
+      this.isMobileSidebarOpen = !this.isMobileSidebarOpen;
+    },
+    closeMobileSidebar() {
+      this.isMobileSidebarOpen = false;
     },
     openCreateAccountModal() {
       this.showAccountModal = false;
@@ -136,23 +121,35 @@ export default {
 </script>
 
 <template>
-  <div class="flex flex-wrap app-wrapper text-n-slate-12">
+  <div class="flex flex-grow overflow-hidden text-n-slate-12">
     <NextSidebar
+      :is-mobile-sidebar-open="isMobileSidebarOpen"
       @toggle-account-modal="toggleAccountModal"
       @open-key-shortcut-modal="toggleKeyShortcutModal"
       @close-key-shortcut-modal="closeKeyShortcutModal"
       @show-create-account-modal="openCreateAccountModal"
+      @close-mobile-sidebar="closeMobileSidebar"
     />
-    <main class="flex flex-1 h-full min-h-0 px-0 overflow-hidden">
+
+    <main class="flex flex-1 h-full w-full min-h-0 px-0 overflow-hidden">
       <UpgradePage
         v-show="showUpgradePage"
         ref="upgradePageRef"
         :bypass-upgrade-page="bypassUpgradePage"
-      />
+      >
+        <MobileSidebarLauncher
+          :is-mobile-sidebar-open="isMobileSidebarOpen"
+          @toggle="toggleMobileSidebar"
+        />
+      </UpgradePage>
       <template v-if="!showUpgradePage">
         <router-view />
         <CommandBar />
         <CopilotLauncher />
+        <MobileSidebarLauncher
+          :is-mobile-sidebar-open="isMobileSidebarOpen"
+          @toggle="toggleMobileSidebar"
+        />
         <CopilotContainer />
       </template>
       <AddAccountModal
diff --git a/app/javascript/dashboard/routes/dashboard/conversation/search/SwitchLayout.vue b/app/javascript/dashboard/routes/dashboard/conversation/search/SwitchLayout.vue
index faf0a124f..96238c296 100644
--- a/app/javascript/dashboard/routes/dashboard/conversation/search/SwitchLayout.vue
+++ b/app/javascript/dashboard/routes/dashboard/conversation/search/SwitchLayout.vue
@@ -31,7 +31,7 @@ export default {
     slate
     xs
     faded
-    class="flex-shrink-0 rtl:rotate-180 ltr:rotate-0"
+    class="flex-shrink-0 rtl:rotate-180 ltr:rotate-0 md:inline-flex hidden"
     @click="toggle"
   />
 </template>
diff --git a/app/javascript/dashboard/routes/dashboard/helpcenter/components/UpgradePage.vue b/app/javascript/dashboard/routes/dashboard/helpcenter/components/UpgradePage.vue
index ec38b3248..b354f90a2 100644
--- a/app/javascript/dashboard/routes/dashboard/helpcenter/components/UpgradePage.vue
+++ b/app/javascript/dashboard/routes/dashboard/helpcenter/components/UpgradePage.vue
@@ -68,7 +68,7 @@ export default {
 
 <template>
   <div
-    class="flex flex-col gap-12 sm:gap-16 items-center justify-center py-0 px-4 md:px-0 w-full min-h-screen max-w-full overflow-auto bg-n-background"
+    class="flex flex-col gap-12 sm:gap-16 items-center justify-center py-0 px-4 w-full min-h-screen max-w-full overflow-auto bg-n-background"
   >
     <div class="flex flex-col justify-start sm:justify-center gap-6">
       <div class="flex flex-col gap-1.5 items-start sm:items-center">
diff --git a/app/javascript/dashboard/routes/dashboard/helpcenter/pages/HelpCenterPageRouteView.vue b/app/javascript/dashboard/routes/dashboard/helpcenter/pages/HelpCenterPageRouteView.vue
index 6e86b54f7..2296fc843 100644
--- a/app/javascript/dashboard/routes/dashboard/helpcenter/pages/HelpCenterPageRouteView.vue
+++ b/app/javascript/dashboard/routes/dashboard/helpcenter/pages/HelpCenterPageRouteView.vue
@@ -64,7 +64,7 @@ watch(
 </script>
 
 <template>
-  <div class="flex flex-grow-0 w-full h-full min-h-0 app-wrapper">
+  <div class="flex w-full h-full min-h-0">
     <section
       v-if="isHelpCenterEnabled"
       class="flex flex-1 h-full px-0 overflow-hidden bg-n-background"
diff --git a/app/javascript/dashboard/routes/dashboard/settings/SettingsHeader.vue b/app/javascript/dashboard/routes/dashboard/settings/SettingsHeader.vue
index ec51744ad..fa461425a 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/SettingsHeader.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/SettingsHeader.vue
@@ -1,32 +1,21 @@
 <script>
 import { useAdmin } from 'dashboard/composables/useAdmin';
 import BackButton from '../../../components/widgets/BackButton.vue';
-import NextButton from 'dashboard/components-next/button/Button.vue';
 
 export default {
   components: {
     BackButton,
-    NextButton,
   },
   props: {
     headerTitle: {
       default: '',
       type: String,
     },
-    buttonRoute: {
-      default: '',
-      type: String,
-    },
-    buttonText: {
-      default: '',
-      type: String,
-    },
     icon: {
       default: '',
       type: String,
     },
     showBackButton: { type: Boolean, default: false },
-    showNewButton: { type: Boolean, default: false },
     backUrl: {
       type: [String, Object],
       default: '',
@@ -67,14 +56,5 @@ export default {
         {{ headerTitle }}
       </span>
     </h1>
-    <!-- TODO: Remove this when we are not using this -->
-    <router-link v-if="showNewButton && isAdmin" :to="buttonRoute">
-      <NextButton
-        teal
-        icon="i-lucide-circle-plus"
-        class="button--fixed-top"
-        :label="buttonText"
-      />
-    </router-link>
   </div>
 </template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/Wrapper.vue b/app/javascript/dashboard/routes/dashboard/settings/Wrapper.vue
index c8e7cebab..18e8d2a5e 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/Wrapper.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/Wrapper.vue
@@ -2,13 +2,10 @@
 import { computed } from 'vue';
 import { useI18n } from 'vue-i18n';
 import SettingsHeader from './SettingsHeader.vue';
-
 const props = defineProps({
   headerTitle: { type: String, default: '' },
-  headerButtonText: { type: String, default: '' },
   icon: { type: String, default: '' },
   keepAlive: { type: Boolean, default: true },
-  newButtonRoutes: { type: Array, default: () => [] },
   showBackButton: { type: Boolean, default: false },
   backUrl: { type: [String, Object], default: '' },
   fullWidth: { type: Boolean, default: false },
@@ -16,16 +13,8 @@ const props = defineProps({
 
 const { t } = useI18n();
 
-const showNewButton = computed(
-  () => props.newButtonRoutes.length && !props.showBackButton
-);
-
 const showSettingsHeader = computed(
-  () =>
-    props.headerTitle ||
-    props.icon ||
-    props.showBackButton ||
-    showNewButton.value
+  () => props.headerTitle || props.icon || props.showBackButton
 );
 </script>
 
@@ -37,13 +26,10 @@ const showSettingsHeader = computed(
     >
       <SettingsHeader
         v-if="showSettingsHeader"
-        button-route="new"
         :icon="icon"
         :header-title="t(headerTitle)"
-        :button-text="t(headerButtonText)"
         :show-back-button="showBackButton"
         :back-url="backUrl"
-        :show-new-button="showNewButton"
         class="sticky top-0 z-20"
         :class="{ 'max-w-6xl w-full mx-auto': fullWidth }"
       />
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/inbox.routes.js b/app/javascript/dashboard/routes/dashboard/settings/inbox/inbox.routes.js
index 119156700..6c2d3e6ea 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/inbox/inbox.routes.js
+++ b/app/javascript/dashboard/routes/dashboard/settings/inbox/inbox.routes.js
@@ -42,9 +42,7 @@ export default {
         const fullWidth = params.name === 'settings_inbox_show';
         return {
           headerTitle: 'INBOX_MGMT.HEADER',
-          headerButtonText: 'SETTINGS.INBOXES.NEW_INBOX',
           icon: 'mail-inbox-all',
-          newButtonRoutes: ['settings_inbox_list'],
           showBackButton,
           fullWidth,
         };
diff --git a/app/javascript/dashboard/routes/dashboard/settings/teams/teams.routes.js b/app/javascript/dashboard/routes/dashboard/settings/teams/teams.routes.js
index 39dc603cf..3338b28f9 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/teams/teams.routes.js
+++ b/app/javascript/dashboard/routes/dashboard/settings/teams/teams.routes.js
@@ -41,9 +41,7 @@ export default {
       props: () => {
         return {
           headerTitle: 'TEAMS_SETTINGS.HEADER',
-          headerButtonText: 'TEAMS_SETTINGS.NEW_TEAM',
           icon: 'people-team',
-          newButtonRoutes: ['settings_teams_new'],
           showBackButton: true,
         };
       },
diff --git a/app/javascript/dashboard/routes/dashboard/upgrade/UpgradePage.vue b/app/javascript/dashboard/routes/dashboard/upgrade/UpgradePage.vue
index aa2686b83..bd028779d 100644
--- a/app/javascript/dashboard/routes/dashboard/upgrade/UpgradePage.vue
+++ b/app/javascript/dashboard/routes/dashboard/upgrade/UpgradePage.vue
@@ -106,42 +106,44 @@ defineExpose({ shouldShowUpgradePage });
 </script>
 
 <template>
-  <template v-if="shouldShowUpgradePage">
-    <div class="mx-auto h-full pt-[clamp(3rem,15vh,12rem)]">
-      <div
-        class="flex flex-col gap-4 max-w-md px-8 py-6 shadow-lg bg-n-solid-1 rounded-xl outline outline-1 outline-n-container"
-      >
-        <div class="flex flex-col gap-4">
-          <div class="flex items-center w-full gap-2">
-            <span
-              class="flex items-center justify-center w-6 h-6 rounded-full bg-n-solid-blue"
-            >
-              <Icon
-                class="flex-shrink-0 text-n-brand size-[14px]"
-                icon="i-lucide-lock-keyhole"
-              />
-            </span>
-            <span class="text-base font-medium text-n-slate-12">
-              {{ $t('GENERAL_SETTINGS.UPGRADE') }}
-            </span>
-          </div>
-          <div>
-            <p class="text-sm font-normal text-n-slate-11 mb-3">
-              {{ limitExceededMessage }}
-            </p>
-            <p v-if="!isAdmin">
-              {{ t('GENERAL_SETTINGS.LIMIT_MESSAGES.NON_ADMIN') }}
-            </p>
-          </div>
+  <div
+    v-if="shouldShowUpgradePage"
+    class="mx-auto h-full pt-[clamp(3rem,15vh,12rem)]"
+  >
+    <div
+      class="flex flex-col gap-4 max-w-md px-8 py-6 shadow-lg bg-n-solid-1 rounded-xl outline outline-1 outline-n-container"
+    >
+      <div class="flex flex-col gap-4">
+        <div class="flex items-center w-full gap-2">
+          <span
+            class="flex items-center justify-center w-6 h-6 rounded-full bg-n-solid-blue"
+          >
+            <Icon
+              class="flex-shrink-0 text-n-brand size-[14px]"
+              icon="i-lucide-lock-keyhole"
+            />
+          </span>
+          <span class="text-base font-medium text-n-slate-12">
+            {{ $t('GENERAL_SETTINGS.UPGRADE') }}
+          </span>
+        </div>
+        <div>
+          <p class="text-sm font-normal text-n-slate-11 mb-3">
+            {{ limitExceededMessage }}
+          </p>
+          <p v-if="!isAdmin">
+            {{ t('GENERAL_SETTINGS.LIMIT_MESSAGES.NON_ADMIN') }}
+          </p>
         </div>
-        <NextButton
-          v-if="isAdmin"
-          :label="$t('GENERAL_SETTINGS.OPEN_BILLING')"
-          icon="i-lucide-credit-card"
-          @click="routeToBilling()"
-        />
       </div>
+      <NextButton
+        v-if="isAdmin"
+        :label="$t('GENERAL_SETTINGS.OPEN_BILLING')"
+        icon="i-lucide-credit-card"
+        @click="routeToBilling()"
+      />
     </div>
-  </template>
-  <template v-else />
+    <slot />
+  </div>
+  <div v-else />
 </template>