Merge remote-tracking branch 'origin/develop' into perf/conversation_count

.circleci/config.yml

@@ -144,7 +144,7 @@ jobs:
   # Backend tests with parallelization
   backend-tests:
     <<: *defaults
-    parallelism: 20
+    parallelism: 18
     steps:
       - checkout
       - node/install:
@@ -350,12 +350,12 @@ jobs:
           destination: coverage
 
   build:
-      <<: *defaults
-      steps:
-        - run:
-            name: Legacy build aggregator
-            command: |
-              echo "All main jobs passed; build job kept only for GitHub required check compatibility."
+    <<: *defaults
+    steps:
+      - run:
+          name: Legacy build aggregator
+          command: |
+            echo "All main jobs passed; build job kept only for GitHub required check compatibility."
 
 workflows:
   version: 2

.gitignore

@@ -94,6 +94,7 @@ yarn-debug.log*
 .vscode
 .claude/settings.local.json
 .cursor
+.codex/
 CLAUDE.local.md
 
 # Histoire deployment
@@ -101,3 +102,4 @@ CLAUDE.local.md
 .histoire
 .pnpm-store/*
 local/
+Procfile.worktree

AGENTS.md

@@ -4,6 +4,11 @@
 
 - **Setup**: `bundle install && pnpm install`
 - **Run Dev**: `pnpm dev` or `overmind start -f ./Procfile.dev`
+- **Seed Local Test Data**: `bundle exec rails db:seed` (quickly populates minimal data for standard feature verification)
+- **Seed Search Test Data**: `bundle exec rails search:setup_test_data` (bulk fixture generation for search/performance/manual load scenarios)
+- **Seed Account Sample Data (richer test data)**: `Seeders::AccountSeeder` is available as an internal utility and is exposed through Super Admin `Accounts#seed`, but can be used directly in dev workflows too:
+  - UI path: Super Admin → Accounts → Seed (enqueues `Internal::SeedAccountJob`).
+  - CLI path: `bundle exec rails runner "Internal::SeedAccountJob.perform_now(Account.find(<id>))"` (or call `Seeders::AccountSeeder.new(account: Account.find(<id>)).perform!` directly).
 - **Lint JS/Vue**: `pnpm eslint` / `pnpm eslint:fix`
 - **Lint Ruby**: `bundle exec rubocop -a`
 - **Test JS**: `pnpm test` or `pnpm test:watch`
@@ -50,6 +55,13 @@
 - Prefer `with_modified_env` (from spec helpers) over stubbing `ENV` directly in specs
 - Specs in parallel/reloading environments: prefer comparing `error.class.name` over constant class equality when asserting raised errors
 
+## Codex Worktree Workflow
+
+- Use a separate git worktree + branch per task to keep changes isolated.
+- Keep Codex-specific local setup under `.codex/` and use `Procfile.worktree` for worktree process orchestration.
+- The setup workflow in `.codex/environments/environment.toml` should dynamically generate per-worktree DB/port values (Rails, Vite, Redis DB index) to avoid collisions.
+- Start each worktree with its own Overmind socket/title so multiple instances can run at the same time.
+
 ## Commit Messages
 
 - Prefer Conventional Commits: `type(scope): subject` (scope optional)
@@ -86,3 +98,7 @@ Practical checklist for any change impacting core logic or public APIs
 - When renaming/moving shared code, mirror the change in `enterprise/` to prevent drift.
 - Tests: Add Enterprise-specific specs under `spec/enterprise`, mirroring OSS spec layout where applicable.
 - When modifying existing OSS features for Enterprise-only behavior, add an Enterprise module (via `prepend_mod_with`/`include_mod_with`) instead of editing OSS files directly—especially for policies, controllers, and services. For Enterprise-exclusive features, place code directly under `enterprise/`.
+
+## Branding / White-labeling note
+
+- For user-facing strings that currently contain "Chatwoot" but should adapt to branded/self-hosted installs, prefer applying `replaceInstallationName` from `shared/composables/useBranding` in the UI layer (for example tooltip and suggestion labels) instead of adding hardcoded brand-specific copy.

Gemfile

@@ -192,12 +192,14 @@ gem 'reverse_markdown'
 
 gem 'iso-639'
 gem 'ruby-openai'
-gem 'ai-agents', '>= 0.7.0'
+gem 'ai-agents'
 
 # TODO: Move this gem as a dependency of ai-agents
 gem 'ruby_llm', '>= 1.8.2'
 gem 'ruby_llm-schema'
 
+gem 'cld3', '~> 3.7'
+
 # OpenTelemetry for LLM observability
 gem 'opentelemetry-sdk'
 gem 'opentelemetry-exporter-otlp'

Gemfile.lock

@@ -126,8 +126,8 @@ GEM
       jbuilder (~> 2)
       rails (>= 4.2, < 7.2)
       selectize-rails (~> 0.6)
-    ai-agents (0.7.0)
-      ruby_llm (~> 1.8.2)
+    ai-agents (0.9.0)
+      ruby_llm (~> 1.9.1)
     annotaterb (4.20.0)
       activerecord (>= 6.0.0)
       activesupport (>= 6.0.0)
@@ -186,6 +186,7 @@ GEM
     byebug (11.1.3)
     childprocess (5.1.0)
       logger (~> 1.5)
+    cld3 (3.7.0)
     climate_control (1.2.0)
     coderay (1.1.3)
     commonmarker (0.23.10)
@@ -300,7 +301,7 @@ GEM
       railties (>= 5.0.0)
     faker (3.2.0)
       i18n (>= 1.8.11, < 2)
-    faraday (2.13.1)
+    faraday (2.14.1)
       faraday-net_http (>= 2.0, < 3.5)
       json
       logger
@@ -311,12 +312,12 @@ GEM
       hashie
     faraday-multipart (1.0.4)
       multipart-post (~> 2)
-    faraday-net_http (3.4.0)
-      net-http (>= 0.5.0)
+    faraday-net_http (3.4.2)
+      net-http (~> 0.5)
     faraday-net_http_persistent (2.1.0)
       faraday (~> 2.5)
       net-http-persistent (~> 4.0)
-    faraday-retry (2.2.1)
+    faraday-retry (2.4.0)
       faraday (~> 2.0)
     faraday_middleware-aws-sigv4 (1.0.1)
       aws-sigv4 (~> 1.0)
@@ -467,7 +468,7 @@ GEM
       rails-dom-testing (>= 1, < 3)
       railties (>= 4.2.0)
       thor (>= 0.14, < 2.0)
-    json (2.13.2)
+    json (2.18.1)
     json_refs (0.1.8)
       hana
     json_schemer (0.2.24)
@@ -542,11 +543,11 @@ GEM
       net-imap
       net-pop
       net-smtp
-    marcel (1.0.4)
+    marcel (1.1.0)
     maxminddb (0.1.22)
-    meta_request (0.8.3)
+    meta_request (0.8.5)
       rack-contrib (>= 1.1, < 3)
-      railties (>= 3.0.0, < 8)
+      railties (>= 3.0.0, < 9)
     method_source (1.1.0)
     mime-types (3.4.1)
       mime-types-data (~> 3.2015)
@@ -561,12 +562,12 @@ GEM
     multi_json (1.15.0)
     multi_xml (0.8.0)
       bigdecimal (>= 3.1, < 5)
-    multipart-post (2.3.0)
+    multipart-post (2.4.1)
     mutex_m (0.3.0)
     neighbor (0.2.3)
       activerecord (>= 5.2)
-    net-http (0.6.0)
-      uri
+    net-http (0.9.1)
+      uri (>= 0.11.1)
     net-http-persistent (4.0.2)
       connection_pool (~> 2.2)
     net-imap (0.4.20)
@@ -679,7 +680,7 @@ GEM
       activesupport (>= 3.0.0)
     raabro (1.4.0)
     racc (1.8.1)
-    rack (3.2.3)
+    rack (3.2.5)
     rack-attack (6.7.0)
       rack (>= 1.0, < 4)
     rack-contrib (2.5.0)
@@ -827,7 +828,7 @@ GEM
     ruby2ruby (2.5.0)
       ruby_parser (~> 3.1)
       sexp_processor (~> 4.6)
-    ruby_llm (1.8.2)
+    ruby_llm (1.9.2)
       base64
       event_stream_parser (~> 1)
       faraday (>= 1.10.0)
@@ -971,7 +972,7 @@ GEM
       unicode-emoji (~> 4.0, >= 4.0.4)
     unicode-emoji (4.0.4)
     uniform_notifier (1.17.0)
-    uri (1.0.4)
+    uri (1.1.1)
     uri_template (0.7.0)
     valid_email2 (5.2.6)
       activemodel (>= 3.2)
@@ -1006,7 +1007,7 @@ GEM
     working_hours (1.4.1)
       activesupport (>= 3.2)
       tzinfo
-    zeitwerk (2.6.17)
+    zeitwerk (2.7.4)
 
 PLATFORMS
   arm64-darwin-20
@@ -1026,7 +1027,7 @@ DEPENDENCIES
   administrate (>= 0.20.1)
   administrate-field-active_storage (>= 1.0.3)
   administrate-field-belongs_to_search (>= 0.9.0)
-  ai-agents (>= 0.7.0)
+  ai-agents
   annotaterb
   attr_extras
   audited (~> 5.4, >= 5.4.1)
@@ -1040,6 +1041,7 @@ DEPENDENCIES
   bullet
   bundle-audit
   byebug
+  cld3 (~> 3.7)
   climate_control
   commonmarker
   counter_culture

VERSION_CW

@@ -1 +1 @@
-4.10.1
+4.11.0

app/builders/v2/reports/outgoing_messages_count_builder.rb

@@ -0,0 +1,79 @@
+class V2::Reports::OutgoingMessagesCountBuilder
+  include DateRangeHelper
+  attr_reader :account, :params
+
+  def initialize(account, params)
+    @account = account
+    @params = params
+  end
+
+  def build
+    send("build_by_#{params[:group_by]}")
+  end
+
+  private
+
+  def base_messages
+    account.messages.outgoing.unscope(:order).where(created_at: range)
+  end
+
+  def build_by_agent
+    counts = base_messages
+             .where(sender_type: 'User')
+             .where.not(sender_id: nil)
+             .group(:sender_id)
+             .count
+
+    user_names = account.users.where(id: counts.keys).index_by(&:id)
+
+    counts.map do |user_id, count|
+      user = user_names[user_id]
+      { id: user_id, name: user&.name, outgoing_messages_count: count }
+    end
+  end
+
+  def build_by_team
+    counts = base_messages
+             .joins('INNER JOIN conversations ON messages.conversation_id = conversations.id')
+             .where.not(conversations: { team_id: nil })
+             .group('conversations.team_id')
+             .count
+
+    team_names = account.teams.where(id: counts.keys).index_by(&:id)
+
+    counts.map do |team_id, count|
+      team = team_names[team_id]
+      { id: team_id, name: team&.name, outgoing_messages_count: count }
+    end
+  end
+
+  def build_by_inbox
+    counts = base_messages
+             .group(:inbox_id)
+             .count
+
+    inbox_names = account.inboxes.where(id: counts.keys).index_by(&:id)
+
+    counts.map do |inbox_id, count|
+      inbox = inbox_names[inbox_id]
+      { id: inbox_id, name: inbox&.name, outgoing_messages_count: count }
+    end
+  end
+
+  def build_by_label
+    counts = base_messages
+             .joins('INNER JOIN conversations ON messages.conversation_id = conversations.id')
+             .joins("INNER JOIN taggings ON taggings.taggable_id = conversations.id
+                     AND taggings.taggable_type = 'Conversation' AND taggings.context = 'labels'")
+             .joins('INNER JOIN tags ON tags.id = taggings.tag_id')
+             .group('tags.name')
+             .count
+
+    label_ids = account.labels.where(title: counts.keys).index_by(&:title)
+
+    counts.map do |label_name, count|
+      label = label_ids[label_name]
+      { id: label&.id, name: label_name, outgoing_messages_count: count }
+    end
+  end
+end

app/controllers/api/v1/accounts/conversations_controller.rb

@@ -70,6 +70,7 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
 
   def transcript
     render json: { error: 'email param missing' }, status: :unprocessable_entity and return if params[:email].blank?
+    return render_payment_required('Email transcript is not available on your plan') unless @conversation.account.email_transcript_enabled?
     return head :too_many_requests unless @conversation.account.within_email_rate_limit?
 
     ConversationReplyMailer.with(account: @conversation.account).conversation_transcript(@conversation, params[:email])&.deliver_later

app/controllers/api/v1/widget/conversations_controller.rb

@@ -35,7 +35,9 @@ class Api::V1::Widget::ConversationsController < Api::V1::Widget::BaseController
   end
 
   def transcript
-    return head :too_many_requests unless conversation.present? && conversation.account.within_email_rate_limit?
+    return head :too_many_requests if conversation.blank?
+    return head :payment_required unless conversation.account.email_transcript_enabled?
+    return head :too_many_requests unless conversation.account.within_email_rate_limit?
 
     send_transcript_email
     head :ok

app/controllers/api/v2/accounts/reports_controller.rb

@@ -78,6 +78,15 @@ class Api::V2::Accounts::ReportsController < Api::V1::Accounts::BaseController
     render json: builder.build
   end
 
+  OUTGOING_MESSAGES_ALLOWED_GROUP_BY = %w[agent team inbox label].freeze
+
+  def outgoing_messages_count
+    return head :unprocessable_entity unless OUTGOING_MESSAGES_ALLOWED_GROUP_BY.include?(params[:group_by])
+
+    builder = V2::Reports::OutgoingMessagesCountBuilder.new(Current.account, outgoing_messages_count_params)
+    render json: builder.build
+  end
+
   private
 
   def generate_csv(filename, template)
@@ -171,4 +180,12 @@ class Api::V2::Accounts::ReportsController < Api::V1::Accounts::BaseController
       until: params[:until]
     }
   end
+
+  def outgoing_messages_count_params
+    {
+      group_by: params[:group_by],
+      since: params[:since],
+      until: params[:until]
+    }
+  end
 end

app/controllers/devise_overrides/passwords_controller.rb

@@ -6,12 +6,8 @@ class DeviseOverrides::PasswordsController < Devise::PasswordsController
 
   def create
     @user = User.from_email(params[:email])
-    if @user
-      @user.send_reset_password_instructions
-      build_response(I18n.t('messages.reset_password_success'), 200)
-    else
-      build_response(I18n.t('messages.reset_password_failure'), 404)
-    end
+    @user&.send_reset_password_instructions
+    build_response(I18n.t('messages.reset_password'), 200)
   end
 
   def update

app/controllers/webhooks/shopify_controller.rb

@@ -0,0 +1,35 @@
+class Webhooks::ShopifyController < ActionController::API
+  before_action :verify_hmac!
+
+  def events
+    case request.headers['X-Shopify-Topic']
+    when 'shop/redact'
+      handle_shop_redact
+    end
+
+    head :ok
+  end
+
+  private
+
+  def verify_hmac!
+    secret = GlobalConfigService.load('SHOPIFY_CLIENT_SECRET', nil)
+    return head :unauthorized if secret.blank?
+
+    data = request.body.read
+    request.body.rewind
+
+    hmac_header = request.headers['X-Shopify-Hmac-SHA256']
+    return head :unauthorized if hmac_header.blank?
+
+    computed = Base64.strict_encode64(OpenSSL::HMAC.digest('SHA256', secret, data))
+    return head :unauthorized unless ActiveSupport::SecurityUtils.secure_compare(computed, hmac_header)
+  end
+
+  def handle_shop_redact
+    shop_domain = params[:shop_domain]
+    return if shop_domain.blank?
+
+    Integrations::Hook.where(app_id: 'shopify', reference_id: shop_domain).destroy_all
+  end
+end

app/javascript/dashboard/components-next/AssignmentPolicy/AssignmentPolicyCard/AssignmentPolicyCard.story.vue

@@ -39,7 +39,6 @@ const policyA = withCount({
   description: 'Distributes conversations evenly among available agents',
   assignmentOrder: 'round_robin',
   conversationPriority: 'high',
-  enabled: true,
   inboxes: [mockInboxes[0], mockInboxes[1]],
   isFetchingInboxes: false,
 });
@@ -50,7 +49,6 @@ const policyB = withCount({
   description: 'Assigns based on capacity and workload',
   assignmentOrder: 'capacity_based',
   conversationPriority: 'medium',
-  enabled: true,
   inboxes: [mockInboxes[2], mockInboxes[3]],
   isFetchingInboxes: false,
 });
@@ -61,7 +59,6 @@ const emptyPolicy = withCount({
   description: 'Policy with no assigned inboxes',
   assignmentOrder: 'manual',
   conversationPriority: 'low',
-  enabled: false,
   inboxes: [],
   isFetchingInboxes: false,
 });

app/javascript/dashboard/components-next/AssignmentPolicy/AssignmentPolicyCard/AssignmentPolicyCard.vue

@@ -15,7 +15,6 @@ const props = defineProps({
   assignmentOrder: { type: String, default: '' },
   conversationPriority: { type: String, default: '' },
   assignedInboxCount: { type: Number, default: 0 },
-  enabled: { type: Boolean, default: false },
   inboxes: { type: Array, default: () => [] },
   isFetchingInboxes: { type: Boolean, default: false },
 });
@@ -65,22 +64,6 @@ const handleFetchInboxes = () => {
             {{ name }}
           </h3>
           <div class="flex items-center gap-2">
-            <div class="flex items-center rounded-md bg-n-alpha-2 h-6 px-2">
-              <span
-                class="text-xs"
-                :class="enabled ? 'text-n-teal-11' : 'text-n-slate-12'"
-              >
-                {{
-                  enabled
-                    ? t(
-                        'ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.INDEX.CARD.ACTIVE'
-                      )
-                    : t(
-                        'ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.INDEX.CARD.INACTIVE'
-                      )
-                }}
-              </span>
-            </div>
             <CardPopover
               :title="
                 t(

app/javascript/dashboard/components-next/AssignmentPolicy/components/DataTable.vue

@@ -19,11 +19,15 @@ defineProps({
   },
 });
 
-const emit = defineEmits(['delete']);
+const emit = defineEmits(['delete', 'navigate']);
 
 const handleDelete = itemId => {
   emit('delete', itemId);
 };
+
+const handleNavigate = item => {
+  emit('navigate', item);
+};
 </script>
 
 <template>
@@ -47,7 +51,11 @@ const handleDelete = itemId => {
       :key="item.id"
       class="grid grid-cols-4 items-center gap-3 min-w-0 w-full justify-between h-[3.25rem] ltr:pr-2 rtl:pl-2"
     >
-      <div class="flex items-center gap-2 col-span-2">
+      <button
+        type="button"
+        class="flex items-center gap-2 col-span-2 hover:bg-n-alpha-1 dark:hover:bg-n-alpha-2 rounded-lg py-1 px-1.5 -ml-1.5 transition-colors cursor-pointer group"
+        @click="handleNavigate(item)"
+      >
         <Icon
           v-if="item.icon"
           :icon="item.icon"
@@ -61,10 +69,16 @@ const handleDelete = itemId => {
           :size="20"
           rounded-full
         />
-        <span class="text-sm text-n-slate-12 truncate min-w-0">
+        <span
+          class="text-sm text-n-slate-12 truncate min-w-0 group-hover:text-n-blue-11 dark:group-hover:text-n-blue-10 transition-colors"
+        >
           {{ item.name }}
         </span>
-      </div>
+        <Icon
+          icon="i-lucide-external-link"
+          class="size-3.5 text-n-slate-10 opacity-0 group-hover:opacity-100 transition-opacity flex-shrink-0"
+        />
+      </button>
 
       <div class="flex items-start gap-2 col-span-1">
         <span

app/javascript/dashboard/components-next/AssignmentPolicy/components/FairDistribution.vue

@@ -1,5 +1,5 @@
 <script setup>
-import { ref, onMounted } from 'vue';
+import { ref, computed, onMounted } from 'vue';
 import { useI18n } from 'vue-i18n';
 import Input from 'dashboard/components-next/input/Input.vue';
 import DurationInput from 'dashboard/components-next/input/DurationInput.vue';
@@ -15,6 +15,9 @@ const fairDistributionLimit = defineModel('fairDistributionLimit', {
   },
 });
 
+// The model value is in seconds (for the backend/DB)
+// DurationInput works in minutes internally
+// We need to convert between seconds and minutes
 const fairDistributionWindow = defineModel('fairDistributionWindow', {
   type: Number,
   default: 3600,
@@ -25,6 +28,17 @@ const fairDistributionWindow = defineModel('fairDistributionWindow', {
 
 const windowUnit = ref(DURATION_UNITS.MINUTES);
 
+// Convert seconds to minutes for DurationInput
+const windowInMinutes = computed({
+  get() {
+    return Math.floor((fairDistributionWindow.value || 0) / 60);
+  },
+  set(minutes) {
+    fairDistributionWindow.value = minutes * 60;
+  },
+});
+
+// Detect unit based on minutes (converted from seconds)
 const detectUnit = minutes => {
   const m = Number(minutes) || 0;
   if (m === 0) return DURATION_UNITS.MINUTES;
@@ -34,7 +48,7 @@ const detectUnit = minutes => {
 };
 
 onMounted(() => {
-  windowUnit.value = detectUnit(fairDistributionWindow.value);
+  windowUnit.value = detectUnit(windowInMinutes.value);
 });
 </script>
 
@@ -73,9 +87,9 @@ onMounted(() => {
       <div
         class="flex items-center gap-2 flex-1 [&>select]:!bg-n-alpha-2 [&>select]:!outline-none [&>select]:hover:brightness-110"
       >
-        <!-- allow 10 mins to 999 days -->
+        <!-- allow 10 mins to 999 days (in minutes) -->
         <DurationInput
-          v-model:model-value="fairDistributionWindow"
+          v-model:model-value="windowInMinutes"
           v-model:unit="windowUnit"
           :min="10"
           :max="1438560"

app/javascript/dashboard/components-next/AssignmentPolicy/components/RadioCard.vue

@@ -1,4 +1,6 @@
 <script setup>
+import { useI18n } from 'vue-i18n';
+
 const props = defineProps({
   id: {
     type: String,
@@ -16,12 +18,22 @@ const props = defineProps({
     type: Boolean,
     default: false,
   },
+  disabled: {
+    type: Boolean,
+    default: false,
+  },
+  disabledMessage: {
+    type: String,
+    default: '',
+  },
 });
 
 const emit = defineEmits(['select']);
 
+const { t } = useI18n();
+
 const handleChange = () => {
-  if (!props.isActive) {
+  if (!props.isActive && !props.disabled) {
     emit('select', props.id);
   }
 };
@@ -29,9 +41,11 @@ const handleChange = () => {
 
 <template>
   <div
-    class="relative cursor-pointer rounded-xl outline outline-1 p-4 transition-all duration-200 bg-n-solid-1 py-4 ltr:pl-4 rtl:pr-4 ltr:pr-6 rtl:pl-6"
+    class="relative rounded-xl outline outline-1 p-4 transition-all duration-200 bg-n-solid-1 py-4 ltr:pl-4 rtl:pr-4 ltr:pr-6 rtl:pl-6"
     :class="[
-      isActive ? 'outline-n-blue-9' : 'outline-n-weak hover:outline-n-strong',
+      disabled ? 'opacity-50 cursor-not-allowed' : 'cursor-pointer',
+      isActive ? 'outline-n-blue-9' : 'outline-n-weak',
+      !disabled && !isActive ? 'hover:outline-n-strong' : '',
     ]"
     @click="handleChange"
   >
@@ -41,6 +55,7 @@ const handleChange = () => {
         :checked="isActive"
         :value="id"
         :name="id"
+        :disabled="disabled"
         type="radio"
         class="h-4 w-4 border-n-slate-6 text-n-brand focus:ring-n-brand focus:ring-offset-0"
         @change="handleChange"
@@ -49,11 +64,23 @@ const handleChange = () => {
 
     <!-- Content -->
     <div class="flex flex-col gap-3 items-start">
-      <h3 class="text-sm font-medium text-n-slate-12">
-        {{ label }}
-      </h3>
+      <div class="flex items-center gap-2">
+        <h3 class="text-sm font-medium text-n-slate-12">
+          {{ label }}
+        </h3>
+        <span
+          v-if="disabled"
+          class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-n-yellow-3 text-n-yellow-11"
+        >
+          {{
+            t(
+              'ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.FORM.ASSIGNMENT_ORDER.BALANCED.PREMIUM_BADGE'
+            )
+          }}
+        </span>
+      </div>
       <p class="text-sm text-n-slate-11">
-        {{ description }}
+        {{ disabled && disabledMessage ? disabledMessage : description }}
       </p>
     </div>
   </div>

app/javascript/dashboard/components-next/AssignmentPolicy/components/story/BaseInfo.story.vue

@@ -6,7 +6,6 @@ const policyName = ref('Round Robin Policy');
 const description = ref(
   'Distributes conversations evenly among available agents'
 );
-const enabled = ref(true);
 </script>
 
 <template>
@@ -19,13 +18,10 @@ const enabled = ref(true);
         <BaseInfo
           v-model:policy-name="policyName"
           v-model:description="description"
-          v-model:enabled="enabled"
           name-label="Policy Name"
           name-placeholder="Enter policy name"
           description-label="Description"
           description-placeholder="Enter policy description"
-          status-label="Status"
-          status-placeholder="Active"
         />
       </div>
     </Variant>

app/javascript/dashboard/components-next/Contacts/ContactsHeader/ContactListHeaderWrapper.vue

@@ -68,8 +68,7 @@ const hasActiveSegments = computed(
 );
 const activeSegmentName = computed(() => props.activeSegment?.name);
 
-const openCreateNewContactDialog = async () => {
-  await createNewContactDialogRef.value?.contactsFormRef.resetValidation();
+const openCreateNewContactDialog = () => {
   createNewContactDialogRef.value?.dialogRef.open();
 };
 const openContactImportDialog = () =>

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

@@ -1,5 +1,5 @@
 <script setup>
-import { ref, computed, onMounted, watch } from 'vue';
+import { reactive, ref, computed, onMounted, watch } from 'vue';
 import { useStore, useMapGetter } from 'dashboard/composables/store';
 import { useI18n } from 'vue-i18n';
 import { useWindowSize } from '@vueuse/core';
@@ -59,6 +59,23 @@ const isFetchingInboxes = ref(false);
 const isSearching = ref(false);
 const showComposeNewConversation = ref(false);
 
+const formState = reactive({
+  message: '',
+  subject: '',
+  ccEmails: '',
+  bccEmails: '',
+  attachedFiles: [],
+});
+
+const clearFormState = () => {
+  Object.assign(formState, {
+    subject: '',
+    ccEmails: '',
+    bccEmails: '',
+    attachedFiles: [],
+  });
+};
+
 const contactById = useMapGetter('contacts/getContactById');
 const contactsUiFlags = useMapGetter('contacts/getUIFlags');
 const currentUser = useMapGetter('getCurrentUser');
@@ -140,12 +157,14 @@ const handleSelectedContact = async ({ value, action, ...rest }) => {
 
 const handleTargetInbox = inbox => {
   targetInbox.value = inbox;
+  if (!inbox) clearFormState();
   resetContacts();
 };
 
 const clearSelectedContact = () => {
   selectedContact.value = null;
   targetInbox.value = null;
+  clearFormState();
 };
 
 const closeCompose = () => {
@@ -160,6 +179,12 @@ const closeCompose = () => {
   emit('close');
 };
 
+const discardCompose = () => {
+  clearFormState();
+  formState.message = '';
+  closeCompose();
+};
+
 const createConversation = async ({ payload, isFromWhatsApp }) => {
   try {
     const data = await store.dispatch('contactConversations/create', {
@@ -171,7 +196,7 @@ const createConversation = async ({ payload, isFromWhatsApp }) => {
       to: `/app/accounts/${data.account_id}/conversations/${data.id}`,
       message: t('COMPOSE_NEW_CONVERSATION.FORM.GO_TO_CONVERSATION'),
     };
-    closeCompose();
+    discardCompose();
     useAlert(t('COMPOSE_NEW_CONVERSATION.FORM.SUCCESS_MESSAGE'), action);
     return true; // Return success
   } catch (error) {
@@ -193,7 +218,11 @@ watch(
   (currentContact, previousContact) => {
     if (currentContact && props.contactId) {
       // Reset on contact change
-      if (currentContact?.id !== previousContact?.id) clearSelectedContact();
+      if (currentContact?.id !== previousContact?.id) {
+        clearSelectedContact();
+        clearFormState();
+        formState.message = '';
+      }
 
       // First process the contactable inboxes to get the right structure
       const processedInboxes = processContactableInboxes(
@@ -265,6 +294,7 @@ useKeyboardEvents(keyboardEvents);
       @click.self="onModalBackdropClick"
     >
       <ComposeNewConversationForm
+        :form-state="formState"
         :class="[{ 'mt-2': !viewInModal }, composePopoverClass]"
         :contacts="contacts"
         :contact-id="contactId"
@@ -285,7 +315,7 @@ useKeyboardEvents(keyboardEvents);
         @update-target-inbox="handleTargetInbox"
         @clear-selected-contact="clearSelectedContact"
         @create-conversation="createConversation"
-        @discard="closeCompose"
+        @discard="discardCompose"
       />
     </div>
   </div>

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

@@ -1,5 +1,5 @@
 <script setup>
-import { reactive, ref, computed } from 'vue';
+import { ref, computed } from 'vue';
 import { useVuelidate } from '@vuelidate/core';
 import { required, requiredIf } from '@vuelidate/validators';
 import { INBOX_TYPES } from 'dashboard/helper/inbox';
@@ -37,6 +37,7 @@ const props = defineProps({
   contactsUiFlags: { type: Object, default: null },
   messageSignature: { type: String, default: '' },
   sendWithSignature: { type: Boolean, default: false },
+  formState: { type: Object, required: true },
 });
 
 const emit = defineEmits([
@@ -57,13 +58,13 @@ const showBccEmailsDropdown = ref(false);
 
 const isCreating = computed(() => props.contactConversationsUiFlags.isCreating);
 
-const state = reactive({
+const state = props.formState || {
   message: '',
   subject: '',
   ccEmails: '',
   bccEmails: '',
   attachedFiles: [],
-});
+};
 
 const inboxTypes = computed(() => ({
   isEmail: props.targetInbox?.channelType === INBOX_TYPES.EMAIL,

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

@@ -95,6 +95,7 @@ const inputClass = computed(() => {
           :show-dropdown="showCcEmailsDropdown"
           :is-loading="isLoading"
           type="email"
+          allow-create
           class="flex-1 min-h-7"
           @focus="emit('updateDropdown', 'cc', true)"
           @input="emit('searchCcEmails', $event)"
@@ -127,6 +128,7 @@ const inputClass = computed(() => {
         :show-dropdown="showBccEmailsDropdown"
         :is-loading="isLoading"
         type="email"
+        allow-create
         class="flex-1 min-h-7"
         focus-on-mount
         @focus="emit('updateDropdown', 'bcc', true)"

app/javascript/dashboard/components-next/captain/pageComponents/document/RelatedResponses.vue

@@ -18,7 +18,9 @@ const dialogRef = ref(null);
 
 const uiFlags = useMapGetter('captainResponses/getUIFlags');
 const responses = useMapGetter('captainResponses/getRecords');
+const meta = useMapGetter('captainResponses/getMeta');
 const isFetching = computed(() => uiFlags.value.fetchingList);
+const totalCount = computed(() => meta.value.totalCount || 0);
 
 const handleClose = () => {
   emit('close');
@@ -37,7 +39,7 @@ defineExpose({ dialogRef });
   <Dialog
     ref="dialogRef"
     type="edit"
-    :title="t('CAPTAIN.DOCUMENTS.RELATED_RESPONSES.TITLE')"
+    :title="`${t('CAPTAIN.DOCUMENTS.RELATED_RESPONSES.TITLE')} (${totalCount})`"
     :description="t('CAPTAIN.DOCUMENTS.RELATED_RESPONSES.DESCRIPTION')"
     :show-cancel-button="false"
     :show-confirm-button="false"

app/javascript/dashboard/components-next/combobox/ComboBox.vue

@@ -56,8 +56,13 @@ const selectedLabel = computed(() => {
 });
 
 const selectOption = option => {
-  selectedValue.value = option.value;
-  emit('update:modelValue', option.value);
+  if (selectedValue.value === option.value) {
+    selectedValue.value = '';
+    emit('update:modelValue', '');
+  } else {
+    selectedValue.value = option.value;
+    emit('update:modelValue', option.value);
+  }
   open.value = false;
   search.value = '';
 };

app/javascript/dashboard/components-next/dialog/Dialog.vue

@@ -53,6 +53,11 @@ const props = defineProps({
     default: 'lg',
     validator: value => ['3xl', '2xl', 'xl', 'lg', 'md', 'sm'].includes(value),
   },
+  position: {
+    type: String,
+    default: 'center',
+    validator: value => ['center', 'top'].includes(value),
+  },
 });
 
 const emit = defineEmits(['confirm', 'close']);
@@ -61,6 +66,7 @@ const { t } = useI18n();
 
 const dialogRef = ref(null);
 const dialogContentRef = ref(null);
+const isOpen = ref(false);
 
 const maxWidthClass = computed(() => {
   const classesMap = {
@@ -75,13 +81,19 @@ const maxWidthClass = computed(() => {
   return classesMap[props.width] ?? 'max-w-md';
 });
 
+const positionClass = computed(() =>
+  props.position === 'top' ? 'dialog-position-top' : ''
+);
+
 const open = () => {
+  isOpen.value = true;
   dialogRef.value?.showModal();
 };
 
 const close = () => {
   emit('close');
   dialogRef.value?.close();
+  isOpen.value = false;
 };
 
 const confirm = () => {
@@ -98,6 +110,7 @@ defineExpose({ open, close });
       class="w-full transition-all duration-300 ease-in-out shadow-xl rounded-xl"
       :class="[
         maxWidthClass,
+        positionClass,
         overflowYAuto ? 'overflow-y-auto' : 'overflow-visible',
       ]"
       @close="close"
@@ -105,7 +118,7 @@ defineExpose({ open, close });
       <OnClickOutside @trigger="close">
         <form
           ref="dialogContentRef"
-          class="flex flex-col w-full h-auto gap-6 p-6 overflow-visible text-left align-middle transition-all duration-300 ease-in-out transform bg-n-alpha-3 backdrop-blur-[100px] shadow-xl rounded-xl"
+          class="flex flex-col w-full h-auto gap-6 p-6 overflow-visible text-start align-middle transition-all duration-300 ease-in-out transform bg-n-alpha-3 backdrop-blur-[100px] shadow-xl rounded-xl"
           @submit.prevent="confirm"
           @click.stop
         >
@@ -119,7 +132,7 @@ defineExpose({ open, close });
               </p>
             </slot>
           </div>
-          <slot />
+          <slot v-if="isOpen" />
           <!-- Dialog content will be injected here -->
           <slot name="footer">
             <div
@@ -156,4 +169,9 @@ defineExpose({ open, close });
 dialog::backdrop {
   @apply bg-n-alpha-black1 backdrop-blur-[4px];
 }
+
+.dialog-position-top {
+  margin-top: clamp(2rem, 5vh, 5rem);
+  margin-bottom: auto;
+}
 </style>

app/javascript/dashboard/components-next/dropdown-menu/base/DropdownSection.vue

@@ -4,6 +4,10 @@ defineProps({
     type: String,
     default: '',
   },
+  height: {
+    type: String,
+    default: 'max-h-96',
+  },
 });
 </script>
 
@@ -15,7 +19,10 @@ defineProps({
     >
       {{ title }}
     </div>
-    <ul class="gap-2 grid reset-base list-none px-2 max-h-96 overflow-y-auto">
+    <ul
+      class="gap-2 grid reset-base list-none px-2 overflow-y-auto"
+      :class="height"
+    >
       <slot />
     </ul>
   </div>

app/javascript/dashboard/components-next/filter/ConditionRow.vue

@@ -50,12 +50,12 @@ const currentFilter = computed(() =>
 );
 
 const getOperator = (filter, selectedOperator) => {
-  const operatorFromOptions = filter.filterOperators.find(
+  const operatorFromOptions = filter?.filterOperators?.find(
     operator => operator.value === selectedOperator
   );
 
   if (!operatorFromOptions) {
-    return filter.filterOperators[0];
+    return filter?.filterOperators?.[0];
   }
 
   return operatorFromOptions;
@@ -138,7 +138,11 @@ const validate = () => {
   return !validationError.value;
 };
 
-defineExpose({ validate });
+const resetValidation = () => {
+  showErrors.value = false;
+};
+
+defineExpose({ validate, resetValidation });
 </script>
 
 <template>
@@ -166,18 +170,20 @@ defineExpose({ validate });
       <FilterSelect
         v-model="filterOperator"
         variant="ghost"
-        :options="currentFilter.filterOperators"
+        :options="currentFilter?.filterOperators"
       />
-      <template v-if="currentOperator.hasInput">
+      <template v-if="currentOperator?.hasInput">
         <MultiSelect
           v-if="inputType === 'multiSelect'"
           v-model="values"
           :options="currentFilter.options"
+          dropdown-max-height="max-h-72"
         />
         <SingleSelect
           v-else-if="inputType === 'searchSelect'"
           v-model="values"
           :options="currentFilter.options"
+          dropdown-max-height="max-h-64"
         />
         <SingleSelect
           v-else-if="inputType === 'booleanSelect'"

app/javascript/dashboard/components-next/filter/inputs/FilterSelect.vue

@@ -45,7 +45,7 @@ const { height } = useWindowSize();
 const { height: dropdownHeight } = useElementBounding(dropdownRef);
 
 const selectedOption = computed(() => {
-  return props.options.find(o => o.value === selected.value) || {};
+  return props.options?.find(o => o.value === selected.value) || {};
 });
 
 const iconToRender = computed(() => {
@@ -87,18 +87,25 @@ const updateSelected = newValue => {
     </template>
     <DropdownBody
       ref="dropdownRef"
-      class="min-w-48 z-50"
+      class="min-w-56 z-50"
       :class="dropdownPosition"
       strong
     >
-      <DropdownSection class="[&>ul]:max-h-80">
-        <DropdownItem
-          v-for="option in options"
-          :key="option.value"
-          :label="option.label"
-          :icon="option.icon"
-          @click="updateSelected(option.value)"
-        />
+      <DropdownSection class="[&>ul]:max-h-72">
+        <template v-for="option in options" :key="option.value">
+          <li
+            v-if="option.disabled"
+            class="px-2 py-1.5 text-xs font-medium text-n-slate-10 select-none"
+          >
+            {{ option.label }}
+          </li>
+          <DropdownItem
+            v-else
+            :label="option.label"
+            :icon="option.icon"
+            @click="updateSelected(option.value)"
+          />
+        </template>
       </DropdownSection>
     </DropdownBody>
   </DropdownContainer>

app/javascript/dashboard/components-next/filter/inputs/MultiSelect.vue

@@ -8,7 +8,7 @@ import DropdownSection from 'next/dropdown-menu/base/DropdownSection.vue';
 import DropdownBody from 'next/dropdown-menu/base/DropdownBody.vue';
 import DropdownItem from 'next/dropdown-menu/base/DropdownItem.vue';
 
-const { options, maxChips } = defineProps({
+const { options, maxChips, dropdownMaxHeight } = defineProps({
   options: {
     type: Array,
     required: true,
@@ -17,6 +17,10 @@ const { options, maxChips } = defineProps({
     type: Number,
     default: 3,
   },
+  dropdownMaxHeight: {
+    type: String,
+    default: 'max-h-80',
+  },
 });
 
 const { t } = useI18n();
@@ -123,7 +127,7 @@ const toggleOption = option => {
       </Button>
     </template>
     <DropdownBody class="top-0 min-w-48 z-50" strong>
-      <DropdownSection class="[&>ul]:max-h-80">
+      <DropdownSection :height="dropdownMaxHeight">
         <DropdownItem
           v-for="option in options"
           :key="option.id"

app/javascript/dashboard/components-next/filter/inputs/SingleSelect.vue

@@ -12,10 +12,12 @@ import DropdownItem from 'next/dropdown-menu/base/DropdownItem.vue';
 const {
   options,
   disableSearch,
+  disableDeselect,
   placeholderIcon,
   placeholder,
   placeholderTrailingIcon,
   searchPlaceholder,
+  dropdownMaxHeight,
 } = defineProps({
   options: {
     type: Array,
@@ -41,6 +43,14 @@ const {
     type: String,
     default: '',
   },
+  dropdownMaxHeight: {
+    type: String,
+    default: 'max-h-80',
+  },
+  disableDeselect: {
+    type: Boolean,
+    default: false,
+  },
 });
 
 const { t } = useI18n();
@@ -63,6 +73,8 @@ const selectedItem = computed(() => {
   const optionToSearch = Array.isArray(selected.value)
     ? selected.value[0]
     : selected.value;
+
+  if (!optionToSearch) return null;
   // extract the selected item from the options array
   // this ensures that options like icon is also included
   return options.find(option => option.id === optionToSearch.id);
@@ -77,7 +89,7 @@ const toggleSelected = option => {
   };
 
   if (selected.value && selected.value.id === optionToToggle.id) {
-    selected.value = null;
+    if (!disableDeselect) selected.value = null;
   } else {
     selected.value = optionToToggle;
   }
@@ -124,7 +136,7 @@ const toggleSelected = option => {
           :placeholder="searchPlaceholder || t('COMBOBOX.SEARCH_PLACEHOLDER')"
         />
       </div>
-      <DropdownSection class="[&>ul]:max-h-80">
+      <DropdownSection :height="dropdownMaxHeight">
         <template v-if="searchResults.length">
           <DropdownItem
             v-for="option in searchResults"

app/javascript/dashboard/components-next/message/Message.vue

@@ -43,6 +43,7 @@ import VoiceCallBubble from './bubbles/VoiceCall.vue';
 
 import MessageError from './MessageError.vue';
 import ContextMenu from 'dashboard/modules/conversations/components/MessageContextMenu.vue';
+import { useBranding } from 'shared/composables/useBranding';
 
 /**
  * @typedef {Object} Attachment
@@ -143,6 +144,7 @@ const { t } = useI18n();
 const route = useRoute();
 const inboxGetter = useMapGetter('inboxes/getInbox');
 const inbox = computed(() => inboxGetter.value(props.inboxId) || {});
+const { replaceInstallationName } = useBranding();
 
 /**
  * Computes the message variant based on props
@@ -389,13 +391,17 @@ const shouldRenderMessage = computed(() => {
   const isUnsupported = props.contentAttributes?.isUnsupported;
   const isAnIntegrationMessage =
     props.contentType === CONTENT_TYPES.INTEGRATIONS;
+  const isFailedMessage = props.status === MESSAGE_STATUS.FAILED;
+  const hasExternalError = !!props.contentAttributes?.externalError;
 
   return (
     hasAttachments ||
     props.content ||
     isEmailContentType ||
     isUnsupported ||
-    isAnIntegrationMessage
+    isAnIntegrationMessage ||
+    isFailedMessage ||
+    hasExternalError
   );
 });
 
@@ -472,7 +478,7 @@ const avatarInfo = computed(() => {
 
 const avatarTooltip = computed(() => {
   if (props.contentAttributes?.externalEcho) {
-    return t('CONVERSATION.NATIVE_APP_ADVISORY');
+    return replaceInstallationName(t('CONVERSATION.NATIVE_APP_ADVISORY'));
   }
   if (avatarInfo.value.name === '') return '';
   return `${t('CONVERSATION.SENT_BY')} ${avatarInfo.value.name}`;

app/javascript/dashboard/components-next/message/MessageError.vue

@@ -12,11 +12,16 @@ defineProps({
 
 const emit = defineEmits(['retry']);
 
-const { orientation, status, createdAt } = useMessageContext();
+const { orientation, status, createdAt, content, attachments } =
+  useMessageContext();
 
 const { t } = useI18n();
 
-const canRetry = computed(() => !hasOneDayPassed(createdAt.value));
+const canRetry = computed(() => {
+  const hasContent = content.value !== null;
+  const hasAttachments = attachments.value && attachments.value.length > 0;
+  return !hasOneDayPassed(createdAt.value) && (hasContent || hasAttachments);
+});
 </script>
 
 <template>

app/javascript/dashboard/components-next/sidebar/Sidebar.vue

@@ -8,6 +8,7 @@ import { useStore } from 'vuex';
 import { useI18n } from 'vue-i18n';
 import { useSidebarKeyboardShortcuts } from './useSidebarKeyboardShortcuts';
 import { vOnClickOutside } from '@vueuse/components';
+import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 import { useWindowSize, useEventListener } from '@vueuse/core';
 import { emitter } from 'shared/helpers/mitt';
 import { BUS_EVENTS } from 'shared/constants/busEvents';
@@ -50,6 +51,18 @@ const isRTL = useMapGetter('accounts/isRTL');
 const { width: windowWidth } = useWindowSize();
 const isMobile = computed(() => windowWidth.value < 768);
 
+const accountId = useMapGetter('getCurrentAccountId');
+const isFeatureEnabledonAccount = useMapGetter(
+  'accounts/isFeatureEnabledonAccount'
+);
+
+const hasAdvancedAssignment = computed(() => {
+  return isFeatureEnabledonAccount.value(
+    accountId.value,
+    FEATURE_FLAGS.ADVANCED_ASSIGNMENT
+  );
+});
+
 const toggleShortcutModalFn = show => {
   if (show) {
     emit('openKeyShortcutModal');
@@ -584,12 +597,16 @@ const menuItems = computed(() => {
           icon: 'i-lucide-users',
           to: accountScopedRoute('settings_teams_list'),
         },
-        {
-          name: 'Settings Agent Assignment',
-          label: t('SIDEBAR.AGENT_ASSIGNMENT'),
-          icon: 'i-lucide-user-cog',
-          to: accountScopedRoute('assignment_policy_index'),
-        },
+        ...(hasAdvancedAssignment.value
+          ? [
+              {
+                name: 'Settings Agent Assignment',
+                label: t('SIDEBAR.AGENT_ASSIGNMENT'),
+                icon: 'i-lucide-user-cog',
+                to: accountScopedRoute('assignment_policy_index'),
+              },
+            ]
+          : []),
         {
           name: 'Settings Inboxes',
           label: t('SIDEBAR.INBOXES'),

app/javascript/dashboard/components-next/taginput/TagInput.vue

@@ -36,6 +36,11 @@ const props = defineProps({
   },
   focusOnMount: { type: Boolean, default: false },
   allowCreate: { type: Boolean, default: false },
+  // Skip label-based dedup when the consumer already filters menuItems by ID.
+  // Prevents removing all same-name items when one is selected (e.g. duplicate agent names).
+  skipLabelDedup: { type: Boolean, default: false },
+  // When false, the dropdown won't auto-open on mount; it opens only on click/focus.
+  autoOpenDropdown: { type: Boolean, default: true },
 });
 
 const emit = defineEmits([
@@ -56,7 +61,7 @@ const modelValue = defineModel({
 const tagInputRef = ref(null);
 const tags = ref(props.modelValue);
 const newTag = ref('');
-const isFocused = ref(true);
+const isFocused = ref(props.autoOpenDropdown);
 
 const rules = computed(() => getValidationRules(props.type));
 const v$ = useVuelidate(rules, { newTag });
@@ -74,11 +79,11 @@ const showInput = computed(() =>
 const showDropdownMenu = computed(() =>
   props.mode === MODE.SINGLE && tags.value.length >= 1
     ? false
-    : props.showDropdown
+    : props.showDropdown && isFocused.value
 );
 
-const filteredMenuItems = computed(() =>
-  buildTagMenuItems({
+const filteredMenuItems = computed(() => {
+  const items = buildTagMenuItems({
     mode: props.mode,
     tags: tags.value,
     menuItems: props.menuItems,
@@ -86,8 +91,14 @@ const filteredMenuItems = computed(() =>
     isLoading: props.isLoading,
     type: props.type,
     isNewTagInValidType: isNewTagInValidType.value,
-  })
-);
+    allowCreate: props.allowCreate,
+    skipLabelDedup: props.skipLabelDedup,
+  });
+  if (props.type !== INPUT_TYPES.TEXT) return items;
+  const query = newTag.value?.trim()?.toLowerCase();
+  if (!query) return items;
+  return items.filter(item => item.label?.toLowerCase().includes(query));
+});
 
 const emitDataOnAdd = value => {
   const matchingMenuItem = findMatchingMenuItem(props.menuItems, value);
@@ -112,10 +123,13 @@ const addTag = async () => {
     return;
   }
 
-  if (
-    [INPUT_TYPES.EMAIL, INPUT_TYPES.TEL].includes(props.type) ||
-    props.allowCreate
-  ) {
+  const isValidatedType = [INPUT_TYPES.EMAIL, INPUT_TYPES.TEL].includes(
+    props.type
+  );
+
+  if (!isValidatedType && !props.allowCreate && props.showDropdown) return;
+
+  if (isValidatedType || props.allowCreate) {
     if (!(await v$.value.$validate())) return;
     emitDataOnAdd(trimmedTag);
   }
@@ -125,28 +139,31 @@ const addTag = async () => {
 const removeTag = index => {
   tags.value.splice(index, 1);
   modelValue.value = tags.value;
-  emit('remove');
+  emit('remove', index);
 };
 
 const handleDropdownAction = async ({
   email: emailAddress,
   phoneNumber,
+  label,
   ...rest
 }) => {
   if (props.mode === MODE.SINGLE && tags.value.length >= 1) return;
   if (!props.showDropdown) return;
 
-  const isEmail = props.type === 'email';
-  newTag.value = isEmail ? emailAddress : phoneNumber;
+  const isEmail = props.type === INPUT_TYPES.EMAIL;
+  const tagValue = isEmail ? emailAddress : phoneNumber || label;
 
-  if (!(await v$.value.$validate())) return;
+  if (isEmail || props.type === INPUT_TYPES.TEL) {
+    newTag.value = tagValue;
+    if (!(await v$.value.$validate())) return;
+  }
 
-  const payload = isEmail
-    ? { email: emailAddress, ...rest }
-    : { phoneNumber, ...rest };
-
-  emit('add', payload);
-  updateValueAndFocus(emailAddress);
+  emit(
+    'add',
+    isEmail ? { email: emailAddress, ...rest } : { phoneNumber, label, ...rest }
+  );
+  updateValueAndFocus(tagValue);
 };
 
 const handleFocus = () => {
@@ -163,7 +180,7 @@ const handleKeydown = event => {
 };
 
 const handleClickOutside = () => {
-  if (tags.value.length) isFocused.value = false;
+  isFocused.value = false;
   emit('onClickOutside');
 };
 

app/javascript/dashboard/components-next/taginput/helper/spec/tagInputHelper.spec.js

@@ -261,6 +261,71 @@ describe('tagInputHelper', () => {
       });
       expect(result).toEqual(menuItems);
     });
+
+    it('does not create suggestion when allowCreate is false', () => {
+      const result = buildTagMenuItems({
+        ...baseParams,
+        type: INPUT_TYPES.EMAIL,
+        newTag: 'test@example.com',
+        allowCreate: false,
+      });
+      expect(result).toEqual([]);
+    });
+
+    it('still returns available menu items when allowCreate is false', () => {
+      const menuItems = [
+        { label: 'Agent 1', value: '1' },
+        { label: 'Agent 2', value: '2' },
+      ];
+      const result = buildTagMenuItems({
+        ...baseParams,
+        menuItems,
+        newTag: 'Agent',
+        allowCreate: false,
+      });
+      expect(result).toEqual(menuItems);
+    });
+
+    it('creates new item when allowCreate is true (default)', () => {
+      const result = buildTagMenuItems({
+        ...baseParams,
+        type: INPUT_TYPES.EMAIL,
+        newTag: 'test@example.com',
+        allowCreate: true,
+      });
+      expect(result).toHaveLength(1);
+      expect(result[0]).toMatchObject({
+        label: 'test@example.com',
+        action: 'create',
+      });
+    });
+
+    it('skips label dedup when skipLabelDedup is true', () => {
+      const menuItems = [
+        { label: 'HDMA', value: 1 },
+        { label: 'HDMA', value: 2 },
+      ];
+      const result = buildTagMenuItems({
+        ...baseParams,
+        tags: ['HDMA'],
+        menuItems,
+        skipLabelDedup: true,
+      });
+      expect(result).toEqual(menuItems);
+    });
+
+    it('filters by label when skipLabelDedup is false (default)', () => {
+      const menuItems = [
+        { label: 'HDMA', value: 1 },
+        { label: 'HDMA', value: 2 },
+      ];
+      const result = buildTagMenuItems({
+        ...baseParams,
+        tags: ['HDMA'],
+        menuItems,
+      });
+      expect(result).toEqual([]);
+    });
   });
 
   describe('canAddTag', () => {

app/javascript/dashboard/components-next/taginput/helper/tagInputHelper.js

@@ -84,25 +84,29 @@ export const buildTagMenuItems = ({
   isLoading,
   type,
   isNewTagInValidType,
+  allowCreate = true,
+  skipLabelDedup = false,
 }) => {
   if (mode === MODE.SINGLE && tags.length >= 1) return [];
 
-  const availableMenuItems = menuItems.filter(
-    item => !tags.includes(item.label)
-  );
+  const availableMenuItems = skipLabelDedup
+    ? menuItems
+    : menuItems.filter(item => !tags.includes(item.label));
 
   // Show typed value as suggestion only if:
   // 1. There's a value being typed
   // 2. The value isn't already in the tags
   // 3. Validation passes (email/phone) and There are no menu items available
+  // 4. allowCreate is enabled
   const trimmedNewTag = newTag?.trim();
-  const shouldShowTypedValue =
+  const shouldShowCreateSuggestion =
+    allowCreate &&
     trimmedNewTag &&
     !tags.includes(trimmedNewTag) &&
     !isLoading &&
     !availableMenuItems.length;
 
-  if (shouldShowTypedValue) {
+  if (shouldShowCreateSuggestion) {
     const { isValid, formattedValue } = validateAndFormatNewTag(
       trimmedNewTag,
       type,

app/javascript/dashboard/components/ChatList.vue

@@ -145,6 +145,7 @@ const {
   isConversationSelected,
   onAssignAgent,
   onAssignLabels,
+  onRemoveLabels,
   onAssignTeamsForBulk,
   onUpdateConversations,
 } = useBulkActions();
@@ -859,6 +860,7 @@ provide('deSelectConversation', deSelectConversation);
 provide('assignAgent', onAssignAgent);
 provide('assignTeam', onAssignTeam);
 provide('assignLabels', onAssignLabels);
+provide('removeLabels', onRemoveLabels);
 provide('updateConversationStatus', handleResolveConversation);
 provide('toggleContextMenu', onContextMenuToggle);
 provide('markAsUnread', markAsUnread);

app/javascript/dashboard/components/ConversationItem.vue

@@ -10,6 +10,7 @@ export default {
     'assignAgent',
     'assignTeam',
     'assignLabels',
+    'removeLabels',
     'updateConversationStatus',
     'toggleContextMenu',
     'markAsUnread',
@@ -63,6 +64,7 @@ export default {
     @assign-agent="assignAgent"
     @assign-team="assignTeam"
     @assign-label="assignLabels"
+    @remove-label="removeLabels"
     @update-conversation-status="updateConversationStatus"
     @context-menu-toggle="toggleContextMenu"
     @mark-as-unread="markAsUnread"

app/javascript/dashboard/components/ui/DatePicker/DatePicker.vue

@@ -1,11 +1,14 @@
 <script setup>
-import { ref, watch } from 'vue';
+import { ref, computed, watch } from 'vue';
+import { useI18n } from 'vue-i18n';
 import {
   getActiveDateRange,
   moveCalendarDate,
   DATE_RANGE_TYPES,
   CALENDAR_TYPES,
   CALENDAR_PERIODS,
+  isNavigableRange,
+  getRangeAtOffset,
 } from './helpers/DatePickerHelper';
 import {
   isValid,
@@ -13,14 +16,14 @@ import {
   subDays,
   startOfDay,
   endOfDay,
-  isBefore,
   subMonths,
   addMonths,
   isSameMonth,
   differenceInCalendarMonths,
+  differenceInCalendarWeeks,
   setMonth,
   setYear,
-  isAfter,
+  getWeek,
 } from 'date-fns';
 import { useAlert } from 'dashboard/composables';
 import DatePickerButton from './components/DatePickerButton.vue';
@@ -32,98 +35,187 @@ import CalendarWeek from './components/CalendarWeek.vue';
 import CalendarFooter from './components/CalendarFooter.vue';
 
 const emit = defineEmits(['dateRangeChanged']);
-const { LAST_7_DAYS, LAST_30_DAYS, CUSTOM_RANGE } = DATE_RANGE_TYPES;
+const { t } = useI18n();
+
+const dateRange = defineModel('dateRange', {
+  type: Array,
+  default: undefined,
+});
+
+const rangeType = defineModel('rangeType', {
+  type: String,
+  default: undefined,
+});
+const { LAST_7_DAYS, CUSTOM_RANGE } = DATE_RANGE_TYPES;
 const { START_CALENDAR, END_CALENDAR } = CALENDAR_TYPES;
 const { WEEK, MONTH, YEAR } = CALENDAR_PERIODS;
 
 const showDatePicker = ref(false);
 const calendarViews = ref({ start: WEEK, end: WEEK });
 const currentDate = ref(new Date());
-const selectedStartDate = ref(startOfDay(subDays(currentDate.value, 6))); // LAST_7_DAYS
-const selectedEndDate = ref(endOfDay(currentDate.value));
-// Setting the start and end calendar
-const startCurrentDate = ref(startOfDay(selectedStartDate.value));
+
+// Use dates from v-model if provided, otherwise default to last 7 days
+const selectedStartDate = ref(
+  dateRange.value?.[0]
+    ? startOfDay(dateRange.value[0])
+    : startOfDay(subDays(currentDate.value, 6)) // LAST_7_DAYS
+);
+const selectedEndDate = ref(
+  dateRange.value?.[1]
+    ? endOfDay(dateRange.value[1])
+    : endOfDay(currentDate.value)
+);
+// Calendar month positioning (left and right calendars)
+// These control which months are displayed in the dual calendar view
+const startCurrentDate = ref(startOfMonth(selectedStartDate.value));
 const endCurrentDate = ref(
   isSameMonth(selectedStartDate.value, selectedEndDate.value)
-    ? startOfMonth(addMonths(selectedEndDate.value, 1)) // Moves to the start of the next month if dates are in the same month (Mounted case LAST_7_DAYS)
-    : startOfMonth(selectedEndDate.value) // Always shows the month of the end date starting from the first (Mounted case LAST_7_DAYS)
+    ? startOfMonth(addMonths(selectedEndDate.value, 1)) // Same month: show next month on right (e.g., Jan 25-31 shows Jan + Feb)
+    : startOfMonth(selectedEndDate.value) // Different months: show end month on right (e.g., Dec 5 - Jan 3 shows Dec + Jan)
 );
 const selectingEndDate = ref(false);
-const selectedRange = ref(LAST_7_DAYS);
+const selectedRange = ref(rangeType.value || LAST_7_DAYS);
 const hoveredEndDate = ref(null);
+const monthOffset = ref(0);
+
+const showMonthNavigation = computed(() =>
+  isNavigableRange(selectedRange.value)
+);
+const canNavigateNext = computed(() => {
+  if (!isNavigableRange(selectedRange.value)) return false;
+  // Compare selected start to the current period's start to determine if we're in the past
+  const currentRange = getActiveDateRange(
+    selectedRange.value,
+    currentDate.value
+  );
+  return selectedStartDate.value < currentRange.start;
+});
+
+const navigationLabel = computed(() => {
+  const range = selectedRange.value;
+  if (range === DATE_RANGE_TYPES.MONTH_TO_DATE) {
+    return new Intl.DateTimeFormat(navigator.language, {
+      month: 'long',
+    }).format(selectedStartDate.value);
+  }
+  if (range === DATE_RANGE_TYPES.THIS_WEEK) {
+    const currentWeekRange = getActiveDateRange(range, currentDate.value);
+    const isCurrentWeek =
+      selectedStartDate.value.getTime() === currentWeekRange.start.getTime();
+    if (isCurrentWeek) return null;
+    const weekNumber = getWeek(selectedStartDate.value, { weekStartsOn: 1 });
+    return t('DATE_PICKER.WEEK_NUMBER', { weekNumber });
+  }
+  return null;
+});
 
 const manualStartDate = ref(selectedStartDate.value);
 const manualEndDate = ref(selectedEndDate.value);
 
-// Watcher will set the start and end dates based on the selected range
-watch(selectedRange, newRange => {
-  if (newRange !== CUSTOM_RANGE) {
-    // If selecting a range other than last 7 days or last 30 days, set the start and end dates to the selected start and end dates
-    // If selecting last 7 days or last 30 days is, set the start date to the selected start date
-    // and the end date to one month ahead of the start date if the start date and end date are in the same month
-    // Otherwise set the end date to the selected end date
-    const isLastSevenOrThirtyDays =
-      newRange === LAST_7_DAYS || newRange === LAST_30_DAYS;
-    startCurrentDate.value = selectedStartDate.value;
-    endCurrentDate.value =
-      isLastSevenOrThirtyDays &&
-      isSameMonth(selectedStartDate.value, selectedEndDate.value)
-        ? startOfMonth(addMonths(selectedStartDate.value, 1))
-        : selectedEndDate.value;
-    selectingEndDate.value = false;
-  } else if (!selectingEndDate.value) {
-    // If selecting a custom range and not selecting an end date, set the start date to the selected start date
-    startCurrentDate.value = startOfDay(currentDate.value);
-  }
-});
-
-// Watcher will set the input values based on the selected start and end dates
+// Watcher 1: Sync v-model props from parent component
+// Handles: URL params, parent component updates, rangeType changes
 watch(
-  [selectedStartDate, selectedEndDate],
-  ([newStart, newEnd]) => {
-    if (isValid(newStart)) {
-      manualStartDate.value = newStart;
-    } else {
-      manualStartDate.value = selectedStartDate.value;
+  [rangeType, dateRange],
+  ([newRangeType, newDateRange]) => {
+    if (newRangeType && newRangeType !== selectedRange.value) {
+      selectedRange.value = newRangeType;
+      monthOffset.value = 0;
+
+      // If rangeType changes without dateRange, recompute dates from the range
+      if (!newDateRange && newRangeType !== CUSTOM_RANGE) {
+        const activeDates = getActiveDateRange(newRangeType, currentDate.value);
+        if (activeDates) {
+          selectedStartDate.value = startOfDay(activeDates.start);
+          selectedEndDate.value = endOfDay(activeDates.end);
+        }
+      }
     }
 
-    if (isValid(newEnd)) {
-      manualEndDate.value = newEnd;
-    } else {
-      manualEndDate.value = selectedEndDate.value;
+    // When parent provides new dateRange (e.g., from URL params)
+    // Skip if navigating with arrows — offset controls dates in that case
+    if (newDateRange?.[0] && newDateRange?.[1] && monthOffset.value === 0) {
+      selectedStartDate.value = startOfDay(newDateRange[0]);
+      selectedEndDate.value = endOfDay(newDateRange[1]);
+
+      // Update calendar to show the months of the new date range
+      startCurrentDate.value = startOfMonth(newDateRange[0]);
+      endCurrentDate.value = isSameMonth(newDateRange[0], newDateRange[1])
+        ? startOfMonth(addMonths(newDateRange[1], 1))
+        : startOfMonth(newDateRange[1]);
+
+      // Recalculate offset so arrow navigation is relative to restored range
+      // TODO: When offset resolves to 0 (current period), the end date may be
+      // stale if the URL was saved on a previous day. "This month" / "This week"
+      // should show up-to-today dates for the current period. For now, the stale
+      // end date is shown until the user clicks an arrow or re-selects the range.
+      if (isNavigableRange(selectedRange.value)) {
+        const current = getActiveDateRange(
+          selectedRange.value,
+          currentDate.value
+        );
+        if (selectedRange.value === DATE_RANGE_TYPES.THIS_WEEK) {
+          monthOffset.value = differenceInCalendarWeeks(
+            newDateRange[0],
+            current.start,
+            { weekStartsOn: 1 }
+          );
+        } else {
+          monthOffset.value = differenceInCalendarMonths(
+            newDateRange[0],
+            current.start
+          );
+        }
+      }
     }
   },
   { immediate: true }
 );
 
-// Watcher to ensure dates are always in logical order
-// This watch is will ensure that the start date is always before the end date
+// Watcher 2: Keep manual input fields in sync with selected dates
+// Updates the input field values when dates change programmatically
 watch(
-  [startCurrentDate, endCurrentDate],
-  ([newStart, newEnd], [oldStart, oldEnd]) => {
-    const monthDifference = differenceInCalendarMonths(newEnd, newStart);
-
-    if (newStart !== oldStart) {
-      if (isAfter(newStart, newEnd) || monthDifference === 0) {
-        // Adjust the end date forward if the start date is adjusted and is after the end date or in the same month
-        endCurrentDate.value = addMonths(newStart, 1);
-      }
-    }
-    if (newEnd !== oldEnd) {
-      if (isBefore(newEnd, newStart) || monthDifference === 0) {
-        // Adjust the start date backward if the end date is adjusted and is before the start date or in the same month
-        startCurrentDate.value = subMonths(newEnd, 1);
-      }
-    }
+  [selectedStartDate, selectedEndDate],
+  ([newStart, newEnd]) => {
+    manualStartDate.value = isValid(newStart)
+      ? newStart
+      : selectedStartDate.value;
+    manualEndDate.value = isValid(newEnd) ? newEnd : selectedEndDate.value;
   },
-  { immediate: true, deep: true }
+  { immediate: true }
 );
 
 const setDateRange = range => {
   selectedRange.value = range.value;
+  monthOffset.value = 0;
   const { start, end } = getActiveDateRange(range.value, currentDate.value);
   selectedStartDate.value = start;
   selectedEndDate.value = end;
+
+  // Position calendar to show the months of the selected range
+  startCurrentDate.value = startOfMonth(start);
+  endCurrentDate.value = isSameMonth(start, end)
+    ? startOfMonth(addMonths(start, 1))
+    : startOfMonth(end);
+};
+
+const navigateMonth = direction => {
+  monthOffset.value += direction === 'prev' ? -1 : 1;
+  if (monthOffset.value > 0) monthOffset.value = 0;
+
+  const { start, end } = getRangeAtOffset(
+    selectedRange.value,
+    monthOffset.value,
+    currentDate.value
+  );
+  selectedStartDate.value = start;
+  selectedEndDate.value = end;
+
+  startCurrentDate.value = startOfMonth(start);
+  endCurrentDate.value = isSameMonth(start, end)
+    ? startOfMonth(addMonths(start, 1))
+    : startOfMonth(end);
+
+  emit('dateRangeChanged', [start, end, selectedRange.value]);
 };
 
 const moveCalendar = (calendar, direction, period = MONTH) => {
@@ -134,12 +226,27 @@ const moveCalendar = (calendar, direction, period = MONTH) => {
     direction,
     period
   );
-  startCurrentDate.value = start;
-  endCurrentDate.value = end;
+
+  // Prevent calendar months from overlapping
+  const monthDiff = differenceInCalendarMonths(end, start);
+  if (monthDiff === 0) {
+    // If they would be the same month, adjust the other calendar
+    if (calendar === START_CALENDAR) {
+      endCurrentDate.value = addMonths(start, 1);
+      startCurrentDate.value = start;
+    } else {
+      startCurrentDate.value = subMonths(end, 1);
+      endCurrentDate.value = end;
+    }
+  } else {
+    startCurrentDate.value = start;
+    endCurrentDate.value = end;
+  }
 };
 
 const selectDate = day => {
   selectedRange.value = CUSTOM_RANGE;
+  monthOffset.value = 0;
   if (!selectingEndDate.value || day < selectedStartDate.value) {
     selectedStartDate.value = day;
     selectedEndDate.value = null;
@@ -175,10 +282,10 @@ const openCalendar = (index, calendarType, period = MONTH) => {
 const updateManualInput = (newDate, calendarType) => {
   if (calendarType === START_CALENDAR) {
     selectedStartDate.value = newDate;
-    startCurrentDate.value = newDate;
+    startCurrentDate.value = startOfMonth(newDate);
   } else {
     selectedEndDate.value = newDate;
-    endCurrentDate.value = newDate;
+    endCurrentDate.value = startOfMonth(newDate);
   }
   selectingEndDate.value = false;
 };
@@ -188,13 +295,22 @@ const handleManualInputError = message => {
 };
 
 const resetDatePicker = () => {
-  startCurrentDate.value = startOfDay(currentDate.value); // Resets to today at start of the day
-  endCurrentDate.value = addMonths(startOfDay(currentDate.value), 1); // Resets to one month ahead
-  selectedStartDate.value = startOfDay(subDays(currentDate.value, 6));
-  selectedEndDate.value = endOfDay(currentDate.value);
+  // Calculate Last 7 days from today
+  const startDate = startOfDay(subDays(currentDate.value, 6));
+  const endDate = endOfDay(currentDate.value);
+
+  selectedStartDate.value = startDate;
+  selectedEndDate.value = endDate;
+
+  // Position calendar to show the months of Last 7 days
+  // Example: If today is Feb 5, Last 7 days = Jan 30 - Feb 5, so show Jan + Feb
+  startCurrentDate.value = startOfMonth(startDate);
+  endCurrentDate.value = isSameMonth(startDate, endDate)
+    ? startOfMonth(addMonths(startDate, 1))
+    : startOfMonth(endDate);
   selectingEndDate.value = false;
   selectedRange.value = LAST_7_DAYS;
-  // Reset view modes if they are being used to toggle between different calendar views
+  monthOffset.value = 0;
   calendarViews.value = { start: WEEK, end: WEEK };
 };
 
@@ -203,26 +319,58 @@ const emitDateRange = () => {
     useAlert('Please select a valid time range');
   } else {
     showDatePicker.value = false;
-    emit('dateRangeChanged', [selectedStartDate.value, selectedEndDate.value]);
+    emit('dateRangeChanged', [
+      selectedStartDate.value,
+      selectedEndDate.value,
+      selectedRange.value,
+    ]);
   }
 };
 
+// Called when picker opens - positions calendar to show selected date range
+// Fixes issue where calendar showed wrong months when loaded from URL params
+const initializeCalendarMonths = () => {
+  if (selectedStartDate.value && selectedEndDate.value) {
+    startCurrentDate.value = startOfMonth(selectedStartDate.value);
+    endCurrentDate.value = isSameMonth(
+      selectedStartDate.value,
+      selectedEndDate.value
+    )
+      ? startOfMonth(addMonths(selectedEndDate.value, 1))
+      : startOfMonth(selectedEndDate.value);
+  }
+};
+
+const toggleDatePicker = () => {
+  showDatePicker.value = !showDatePicker.value;
+  if (showDatePicker.value) initializeCalendarMonths();
+};
+
 const closeDatePicker = () => {
-  showDatePicker.value = false;
+  if (isValid(selectedStartDate.value) && isValid(selectedEndDate.value)) {
+    emitDateRange();
+  } else {
+    showDatePicker.value = false;
+  }
 };
 </script>
 
 <template>
-  <div v-on-clickaway="closeDatePicker" class="relative font-inter">
+  <div class="relative flex-shrink-0 font-inter">
     <DatePickerButton
       :selected-start-date="selectedStartDate"
       :selected-end-date="selectedEndDate"
       :selected-range="selectedRange"
-      @open="showDatePicker = !showDatePicker"
+      :show-month-navigation="showMonthNavigation"
+      :can-navigate-next="canNavigateNext"
+      :navigation-label="navigationLabel"
+      @open="toggleDatePicker"
+      @navigate-month="navigateMonth"
     />
     <div
       v-if="showDatePicker"
-      class="flex absolute top-9 ltr:left-0 rtl:right-0 z-30 shadow-md select-none w-[880px] h-[490px] rounded-2xl bg-n-alpha-3 backdrop-blur-[100px] border-0 outline outline-1 outline-n-container"
+      v-on-clickaway="closeDatePicker"
+      class="flex absolute top-9 ltr:left-0 rtl:right-0 z-30 shadow-md select-none w-[880px] rounded-2xl bg-n-alpha-3 backdrop-blur-[100px] border-0 outline outline-1 outline-n-container"
     >
       <CalendarDateRange
         :selected-range="selectedRange"

app/javascript/dashboard/components/ui/DatePicker/components/CalendarAction.vue

@@ -46,13 +46,13 @@ const onClickSetView = (type, mode) => {
       xs
       icon="i-lucide-chevron-left"
       class="rtl:rotate-180"
-      @click="onClickPrev(calendarType)"
+      @click.stop="onClickPrev(calendarType)"
     />
     <div class="flex items-center gap-1">
       <button
         v-if="firstButtonLabel"
         class="p-0 text-sm font-medium text-center text-n-slate-12 hover:text-n-brand"
-        @click="onClickSetView(calendarType, viewMode)"
+        @click.stop="onClickSetView(calendarType, viewMode)"
       >
         {{ firstButtonLabel }}
       </button>
@@ -60,7 +60,7 @@ const onClickSetView = (type, mode) => {
         v-if="buttonLabel"
         class="p-0 text-sm font-medium text-center text-n-slate-12"
         :class="{ 'hover:text-n-brand': viewMode }"
-        @click="onClickSetView(calendarType, YEAR)"
+        @click.stop="onClickSetView(calendarType, YEAR)"
       >
         {{ buttonLabel }}
       </button>
@@ -71,7 +71,7 @@ const onClickSetView = (type, mode) => {
       xs
       icon="i-lucide-chevron-right"
       class="rtl:rotate-180"
-      @click="onClickNext(calendarType)"
+      @click.stop="onClickNext(calendarType)"
     />
   </div>
 </template>

app/javascript/dashboard/components/ui/DatePicker/components/CalendarDateRange.vue

@@ -18,24 +18,25 @@ const setDateRange = range => {
 <template>
   <div class="w-[200px] flex flex-col items-start">
     <h4
-      class="w-full px-5 py-4 text-sm font-medium capitalize text-start text-n-slate-12"
+      class="w-full px-5 py-4 text-xs font-bold capitalize text-start text-n-slate-10"
     >
       {{ $t('DATE_PICKER.DATE_RANGE_OPTIONS.TITLE') }}
     </h4>
     <div class="flex flex-col items-start w-full">
-      <button
-        v-for="range in dateRanges"
-        :key="range.label"
-        class="w-full px-5 py-3 text-sm font-medium truncate border-none rounded-none text-start hover:bg-n-alpha-2 dark:hover:bg-n-solid-3"
-        :class="
-          range.value === selectedRange
-            ? 'text-n-slate-12 bg-n-alpha-1 dark:bg-n-solid-active'
-            : 'text-n-slate-12'
-        "
-        @click="setDateRange(range)"
-      >
-        {{ $t(range.label) }}
-      </button>
+      <template v-for="range in dateRanges" :key="range.label">
+        <div v-if="range.separator" class="w-full border-t border-n-strong" />
+        <button
+          class="w-full px-5 py-3 text-sm font-medium truncate border-none rounded-none text-start hover:bg-n-alpha-2 dark:hover:bg-n-solid-3"
+          :class="
+            range.value === selectedRange
+              ? 'text-n-slate-12 bg-n-alpha-1 dark:bg-n-solid-active'
+              : 'text-n-slate-12'
+          "
+          @click="setDateRange(range)"
+        >
+          {{ $t(range.label) }}
+        </button>
+      </template>
     </div>
   </div>
 </template>

app/javascript/dashboard/components/ui/DatePicker/components/CalendarFooter.vue

@@ -23,7 +23,6 @@ const onClickApply = () => {
     />
     <NextButton
       sm
-      ghost
       :label="$t('DATE_PICKER.APPLY_BUTTON')"
       @click="onClickApply"
     />

app/javascript/dashboard/components/ui/DatePicker/components/CalendarMonth.vue

@@ -78,7 +78,7 @@ const selectMonth = index => {
           'hover:bg-n-alpha-2 dark:hover:bg-n-solid-3':
             index !== activeMonthIndex,
         }"
-        @click="selectMonth(index)"
+        @click.stop="selectMonth(index)"
       >
         {{ month }}
       </button>

app/javascript/dashboard/components/ui/DatePicker/components/CalendarYear.vue

@@ -77,7 +77,7 @@ const selectYear = year => {
           'bg-n-brand text-white hover:bg-n-blue-10': year === activeYear,
           'hover:bg-n-alpha-2 dark:hover:bg-n-solid-3': year !== activeYear,
         }"
-        @click="selectYear(year)"
+        @click.stop="selectYear(year)"
       >
         {{ year }}
       </button>

app/javascript/dashboard/components/ui/DatePicker/components/DatePickerButton.vue

@@ -2,6 +2,8 @@
 import { computed } from 'vue';
 import { dateRanges } from '../helpers/DatePickerHelper';
 import { format, isSameYear, isValid } from 'date-fns';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
+import NextButton from 'dashboard/components-next/button/Button.vue';
 
 const props = defineProps({
   selectedStartDate: Date,
@@ -10,9 +12,21 @@ const props = defineProps({
     type: String,
     default: '',
   },
+  showMonthNavigation: {
+    type: Boolean,
+    default: false,
+  },
+  canNavigateNext: {
+    type: Boolean,
+    default: false,
+  },
+  navigationLabel: {
+    type: String,
+    default: null,
+  },
 });
 
-const emit = defineEmits(['open']);
+const emit = defineEmits(['open', 'navigateMonth']);
 
 const formatDateRange = computed(() => {
   const startDate = props.selectedStartDate;
@@ -22,19 +36,15 @@ const formatDateRange = computed(() => {
     return 'Select a date range';
   }
 
-  const formatString = isSameYear(startDate, endDate)
-    ? 'MMM d' // Same year: "Apr 1"
-    : 'MMM d yyyy'; // Different years: "Apr 1 2025"
+  const crossesYears = !isSameYear(startDate, endDate);
 
-  if (isSameYear(startDate, new Date()) && isSameYear(endDate, new Date())) {
-    // Both dates are in the current year
-    return `${format(startDate, 'MMM d')} - ${format(endDate, 'MMM d')}`;
+  // Always show years when crossing year boundaries
+  if (crossesYears) {
+    return `${format(startDate, 'MMM d, yyyy')} - ${format(endDate, 'MMM d, yyyy')}`;
   }
-  // At least one date is not in the current year
-  return `${format(startDate, formatString)} - ${format(
-    endDate,
-    formatString
-  )}`;
+
+  // For same year, always show the year for clarity
+  return `${format(startDate, 'MMM d')} - ${format(endDate, 'MMM d, yyyy')}`;
 });
 
 const activeDateRange = computed(
@@ -47,17 +57,46 @@ const openDatePicker = () => {
 </script>
 
 <template>
-  <button
-    class="inline-flex relative items-center rounded-lg gap-2 py-1.5 px-3 h-8 bg-n-alpha-2 hover:bg-n-alpha-1 active:bg-n-alpha-1"
-    @click="openDatePicker"
-  >
-    <fluent-icon class="text-n-slate-12" icon="calendar" size="16" />
-    <span class="text-sm font-medium text-n-slate-12">
-      {{ $t(activeDateRange) }}
-    </span>
-    <span class="text-sm font-medium text-n-slate-11">
-      {{ formatDateRange }}
-    </span>
-    <fluent-icon class="text-n-slate-12" icon="chevron-down" size="14" />
-  </button>
+  <div class="inline-flex items-center gap-1">
+    <button
+      class="inline-flex relative items-center rounded-lg gap-2 py-1.5 px-3 h-8 bg-n-alpha-2 hover:bg-n-alpha-1 active:bg-n-alpha-1 flex-shrink-0"
+      @click="openDatePicker"
+    >
+      <Icon
+        icon="i-lucide-calendar-range"
+        class="text-n-slate-11 size-3.5 flex-shrink-0"
+      />
+      <span class="text-sm font-medium text-n-slate-12 truncate">
+        {{ navigationLabel || $t(activeDateRange) }}
+      </span>
+      <span class="text-sm font-medium text-n-slate-11 truncate">
+        {{ formatDateRange }}
+      </span>
+      <Icon
+        icon="i-lucide-chevron-down"
+        class="text-n-slate-12 size-4 flex-shrink-0"
+      />
+    </button>
+    <NextButton
+      v-if="showMonthNavigation"
+      v-tooltip.top="$t('DATE_PICKER.PREVIOUS_PERIOD')"
+      slate
+      faded
+      sm
+      icon="i-lucide-chevron-left"
+      class="rtl:rotate-180"
+      @click="emit('navigateMonth', 'prev')"
+    />
+    <NextButton
+      v-if="showMonthNavigation"
+      v-tooltip.top="$t('DATE_PICKER.NEXT_PERIOD')"
+      slate
+      faded
+      sm
+      icon="i-lucide-chevron-right"
+      class="rtl:rotate-180"
+      :disabled="!canNavigateNext"
+      @click="emit('navigateMonth', 'next')"
+    />
+  </div>
 </template>

app/javascript/dashboard/components/ui/DatePicker/helpers/DatePickerHelper.js

@@ -10,6 +10,8 @@ import {
   isSameMonth,
   format,
   startOfWeek,
+  endOfWeek,
+  addWeeks,
   addDays,
   eachDayOfInterval,
   endOfMonth,
@@ -34,13 +36,27 @@ export const dateRanges = [
   {
     label: 'DATE_PICKER.DATE_RANGE_OPTIONS.LAST_3_MONTHS',
     value: 'last3months',
+    separator: true,
   },
   {
     label: 'DATE_PICKER.DATE_RANGE_OPTIONS.LAST_6_MONTHS',
     value: 'last6months',
   },
   { label: 'DATE_PICKER.DATE_RANGE_OPTIONS.LAST_YEAR', value: 'lastYear' },
-  { label: 'DATE_PICKER.DATE_RANGE_OPTIONS.CUSTOM_RANGE', value: 'custom' },
+  {
+    label: 'DATE_PICKER.DATE_RANGE_OPTIONS.THIS_WEEK',
+    value: 'thisWeek',
+    separator: true,
+  },
+  {
+    label: 'DATE_PICKER.DATE_RANGE_OPTIONS.MONTH_TO_DATE',
+    value: 'monthToDate',
+  },
+  {
+    label: 'DATE_PICKER.DATE_RANGE_OPTIONS.CUSTOM_RANGE',
+    value: 'custom',
+    separator: true,
+  },
 ];
 
 export const DATE_RANGE_TYPES = {
@@ -49,6 +65,8 @@ export const DATE_RANGE_TYPES = {
   LAST_3_MONTHS: 'last3months',
   LAST_6_MONTHS: 'last6months',
   LAST_YEAR: 'lastYear',
+  THIS_WEEK: 'thisWeek',
+  MONTH_TO_DATE: 'monthToDate',
   CUSTOM_RANGE: 'custom',
 };
 
@@ -210,6 +228,14 @@ export const getActiveDateRange = (range, currentDate) => {
       start: startOfDay(subMonths(currentDate, 12)),
       end: endOfDay(currentDate),
     }),
+    thisWeek: () => ({
+      start: startOfDay(startOfWeek(currentDate, { weekStartsOn: 1 })),
+      end: endOfDay(currentDate),
+    }),
+    monthToDate: () => ({
+      start: startOfDay(startOfMonth(currentDate)),
+      end: endOfDay(currentDate),
+    }),
     custom: () => ({ start: currentDate, end: currentDate }),
   };
 
@@ -217,3 +243,48 @@ export const getActiveDateRange = (range, currentDate) => {
     ranges[range] || (() => ({ start: currentDate, end: currentDate }))
   )();
 };
+
+export const isNavigableRange = rangeType =>
+  rangeType === DATE_RANGE_TYPES.MONTH_TO_DATE ||
+  rangeType === DATE_RANGE_TYPES.THIS_WEEK;
+
+const WEEK_START = 1; // Monday
+
+const getWeekRangeAtOffset = (offset, currentDate) => {
+  if (offset === 0) {
+    return {
+      start: startOfDay(startOfWeek(currentDate, { weekStartsOn: WEEK_START })),
+      end: endOfDay(currentDate),
+    };
+  }
+  const targetWeek = addWeeks(currentDate, offset);
+  return {
+    start: startOfDay(startOfWeek(targetWeek, { weekStartsOn: WEEK_START })),
+    end: endOfDay(endOfWeek(targetWeek, { weekStartsOn: WEEK_START })),
+  };
+};
+
+const getMonthRangeAtOffset = (offset, currentDate) => {
+  if (offset === 0) {
+    return {
+      start: startOfDay(startOfMonth(currentDate)),
+      end: endOfDay(currentDate),
+    };
+  }
+  const targetMonth = addMonths(currentDate, offset);
+  return {
+    start: startOfDay(startOfMonth(targetMonth)),
+    end: endOfDay(endOfMonth(targetMonth)),
+  };
+};
+
+export const getRangeAtOffset = (
+  rangeType,
+  offset,
+  currentDate = new Date()
+) => {
+  if (rangeType === DATE_RANGE_TYPES.THIS_WEEK) {
+    return getWeekRangeAtOffset(offset, currentDate);
+  }
+  return getMonthRangeAtOffset(offset, currentDate);
+};

app/javascript/dashboard/components/ui/Dropdown/DropdownSearch.vue

@@ -34,8 +34,8 @@ const value = defineModel({
       <input
         v-model="value"
         :placeholder="inputPlaceholder"
-        type="text"
-        class="w-full mb-0 text-sm !outline-0 bg-transparent text-n-slate-12 placeholder:text-n-slate-10 reset-base"
+        type="search"
+        class="w-full mb-0 text-sm !outline-0 !outline-none bg-transparent text-n-slate-12 placeholder:text-n-slate-10 reset-base"
       />
     </div>
     <!-- Clear filter button -->

app/javascript/dashboard/components/widgets/AutomationActionInput.vue

@@ -3,6 +3,9 @@ import AutomationActionTeamMessageInput from './AutomationActionTeamMessageInput
 import AutomationActionFileInput from './AutomationFileInput.vue';
 import WootMessageEditor from 'dashboard/components/widgets/WootWriter/Editor.vue';
 import NextButton from 'dashboard/components-next/button/Button.vue';
+import SingleSelect from 'dashboard/components-next/filter/inputs/SingleSelect.vue';
+import MultiSelect from 'dashboard/components-next/filter/inputs/MultiSelect.vue';
+import NextInput from 'dashboard/components-next/input/Input.vue';
 
 export default {
   components: {
@@ -10,6 +13,9 @@ export default {
     AutomationActionFileInput,
     WootMessageEditor,
     NextButton,
+    SingleSelect,
+    MultiSelect,
+    NextInput,
   },
   props: {
     modelValue: {
@@ -40,6 +46,10 @@ export default {
       type: Boolean,
       default: false,
     },
+    dropdownMaxHeight: {
+      type: String,
+      default: 'max-h-80',
+    },
   },
   emits: ['update:modelValue', 'input', 'removeAction', 'resetAction'],
   computed: {
@@ -69,11 +79,21 @@ export default {
       return this.actionTypes.find(action => action.key === this.action_name)
         .inputType;
     },
-    actionInputStyles() {
-      return {
-        'has-error': this.errorMessage,
-        'is-a-macro': this.isMacro,
-      };
+    actionNameAsSelectModel: {
+      get() {
+        if (!this.action_name) return null;
+        const found = this.actionTypes.find(a => a.key === this.action_name);
+        return found ? { id: found.key, name: found.label } : null;
+      },
+      set(value) {
+        this.action_name = value?.id || value;
+      },
+    },
+    actionTypesAsOptions() {
+      return this.actionTypes.map(a => ({ id: a.key, name: a.label }));
+    },
+    isVerticalLayout() {
+      return ['team_message', 'textarea'].includes(this.inputType);
     },
     castMessageVmodel: {
       get() {
@@ -94,203 +114,89 @@ export default {
     resetAction() {
       this.$emit('resetAction');
     },
+    onActionNameChange(value) {
+      this.actionNameAsSelectModel = value;
+      this.resetAction();
+    },
   },
 };
 </script>
 
 <template>
-  <div class="filter" :class="actionInputStyles">
-    <div class="filter-inputs">
-      <select
-        v-model="action_name"
-        class="action__question"
-        :class="{ 'full-width': !showActionInput }"
-        @change="resetAction()"
-      >
-        <option
-          v-for="attribute in actionTypes"
-          :key="attribute.key"
-          :value="attribute.key"
-        >
-          {{ attribute.label }}
-        </option>
-      </select>
-      <div v-if="showActionInput" class="filter__answer--wrap">
-        <div v-if="inputType" class="w-full">
-          <div
+  <li class="list-none py-2 first:pt-0 last:pb-0">
+    <div
+      class="flex flex-col gap-2"
+      :class="{ 'animate-wiggle': errorMessage }"
+    >
+      <div class="flex items-center gap-2">
+        <SingleSelect
+          :model-value="actionNameAsSelectModel"
+          :options="actionTypesAsOptions"
+          :dropdown-max-height="dropdownMaxHeight"
+          disable-deselect
+          class="flex-shrink-0"
+          @update:model-value="onActionNameChange"
+        />
+        <template v-if="showActionInput && !isVerticalLayout">
+          <SingleSelect
             v-if="inputType === 'search_select'"
-            class="multiselect-wrap--small"
-          >
-            <multiselect
-              v-model="action_params"
-              track-by="id"
-              label="name"
-              :placeholder="$t('FORMS.MULTISELECT.SELECT')"
-              selected-label
-              :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-              deselect-label=""
-              :max-height="160"
-              :options="dropdownValues"
-              :allow-empty="false"
-              :option-height="104"
-            >
-              <template #noOptions>
-                {{ $t('FORMS.MULTISELECT.NO_OPTIONS') }}
-              </template>
-            </multiselect>
-          </div>
-          <div
+            v-model="action_params"
+            :options="dropdownValues"
+            :dropdown-max-height="dropdownMaxHeight"
+          />
+          <MultiSelect
             v-else-if="inputType === 'multi_select'"
-            class="multiselect-wrap--small"
-          >
-            <multiselect
-              v-model="action_params"
-              track-by="id"
-              label="name"
-              :placeholder="$t('FORMS.MULTISELECT.SELECT')"
-              multiple
-              selected-label
-              :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-              deselect-label=""
-              :max-height="160"
-              :options="dropdownValues"
-              :allow-empty="false"
-              :option-height="104"
-            >
-              <template #noOptions>
-                {{ $t('FORMS.MULTISELECT.NO_OPTIONS') }}
-              </template>
-            </multiselect>
-          </div>
-          <input
+            v-model="action_params"
+            :options="dropdownValues"
+            :dropdown-max-height="dropdownMaxHeight"
+          />
+          <NextInput
             v-else-if="inputType === 'email'"
             v-model="action_params"
             type="email"
-            class="answer--text-input"
+            size="sm"
             :placeholder="$t('AUTOMATION.ACTION.EMAIL_INPUT_PLACEHOLDER')"
           />
-          <input
+          <NextInput
             v-else-if="inputType === 'url'"
             v-model="action_params"
             type="url"
-            class="answer--text-input"
+            size="sm"
             :placeholder="$t('AUTOMATION.ACTION.URL_INPUT_PLACEHOLDER')"
           />
           <AutomationActionFileInput
-            v-if="inputType === 'attachment'"
+            v-else-if="inputType === 'attachment'"
             v-model="action_params"
             :initial-file-name="initialFileName"
           />
-        </div>
+        </template>
+        <NextButton
+          v-if="!isMacro"
+          sm
+          solid
+          slate
+          icon="i-lucide-trash"
+          class="flex-shrink-0"
+          @click="removeAction"
+        />
       </div>
-      <NextButton
-        v-if="!isMacro"
-        icon="i-lucide-x"
-        slate
-        ghost
-        class="flex-shrink-0"
-        @click="removeAction"
+      <AutomationActionTeamMessageInput
+        v-if="inputType === 'team_message'"
+        v-model="action_params"
+        :teams="dropdownValues"
+        :dropdown-max-height="dropdownMaxHeight"
+      />
+      <WootMessageEditor
+        v-if="inputType === 'textarea'"
+        v-model="castMessageVmodel"
+        rows="4"
+        enable-variables
+        :placeholder="$t('AUTOMATION.ACTION.TEAM_MESSAGE_INPUT_PLACEHOLDER')"
+        class="[&_.ProseMirror-menubar]:hidden px-3 py-1 bg-n-alpha-1 rounded-lg outline outline-1 outline-n-weak dark:outline-n-strong"
       />
     </div>
-    <AutomationActionTeamMessageInput
-      v-if="inputType === 'team_message'"
-      v-model="action_params"
-      :teams="dropdownValues"
-    />
-    <WootMessageEditor
-      v-if="inputType === 'textarea'"
-      v-model="castMessageVmodel"
-      rows="4"
-      enable-variables
-      :placeholder="$t('AUTOMATION.ACTION.TEAM_MESSAGE_INPUT_PLACEHOLDER')"
-      class="action-message"
-    />
-    <p v-if="errorMessage" class="filter-error">
+    <span v-if="errorMessage" class="text-sm text-n-ruby-11">
       {{ errorMessage }}
-    </p>
-  </div>
+    </span>
+  </li>
 </template>
-
-<style lang="scss" scoped>
-.filter {
-  @apply bg-n-background p-2 border border-solid border-n-strong dark:border-n-strong rounded-lg mb-2;
-
-  &.is-a-macro {
-    @apply mb-0 bg-n-background dark:bg-n-solid-1 p-0 border-0 rounded-none;
-  }
-}
-
-.no-margin-bottom {
-  @apply mb-0;
-}
-
-.filter.has-error {
-  @apply bg-n-ruby-8/20 border-n-ruby-5 dark:border-n-ruby-5;
-
-  &.is-a-macro {
-    @apply bg-transparent;
-  }
-}
-
-.filter-inputs {
-  @apply flex gap-1;
-}
-
-.filter-error {
-  @apply text-n-ruby-9 dark:text-n-ruby-9 block my-1 mx-0;
-}
-
-.action__question,
-.filter__operator {
-  @apply mb-0 mr-1;
-}
-
-.action__question {
-  @apply max-w-[50%];
-}
-
-.action__question.full-width {
-  @apply max-w-full;
-}
-
-.filter__answer--wrap {
-  @apply max-w-[50%] flex-grow mr-1 flex w-full items-center justify-start;
-
-  input {
-    @apply mb-0;
-  }
-}
-.filter__answer {
-  &.answer--text-input {
-    @apply mb-0;
-  }
-}
-
-.filter__join-operator-wrap {
-  @apply relative z-20 m-0;
-}
-
-.filter__join-operator {
-  @apply flex items-center justify-center relative my-2.5 mx-0;
-
-  .operator__line {
-    @apply absolute w-full border-b border-solid border-n-weak;
-  }
-
-  .operator__select {
-    margin-bottom: 0 !important;
-    @apply relative w-auto;
-  }
-}
-
-.multiselect {
-  @apply mb-0;
-}
-.action-message {
-  @apply mt-2 mx-0 mb-0;
-}
-// Prosemirror does not have a native way of hiding the menu bar, hence
-::v-deep .ProseMirror-menubar {
-  @apply hidden;
-}
-</style>

app/javascript/dashboard/components/widgets/AutomationActionTeamMessageInput.vue

@@ -1,8 +1,14 @@
 <script>
+import MultiSelect from 'dashboard/components-next/filter/inputs/MultiSelect.vue';
+
 export default {
+  components: {
+    MultiSelect,
+  },
   props: {
     teams: { type: Array, required: true },
     modelValue: { type: Object, required: true },
+    dropdownMaxHeight: { type: String, default: 'max-h-80' },
   },
   emits: ['update:modelValue'],
   data() {
@@ -12,9 +18,9 @@ export default {
     };
   },
   mounted() {
-    const { team_ids: teamIds } = this.modelValue;
-    this.selectedTeams = teamIds;
-    this.message = this.modelValue.message;
+    const { team_ids: teamIds, message } = this.modelValue || {};
+    this.selectedTeams = teamIds || [];
+    this.message = message || '';
   },
   methods: {
     updateValue() {
@@ -28,37 +34,19 @@ export default {
 </script>
 
 <template>
-  <div>
-    <div class="multiselect-wrap--small flex flex-col gap-1 mt-1">
-      <multiselect
-        v-model="selectedTeams"
-        track-by="id"
-        label="name"
-        :placeholder="$t('AUTOMATION.ACTION.TEAM_DROPDOWN_PLACEHOLDER')"
-        multiple
-        selected-label
-        :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-        deselect-label=""
-        :max-height="160"
-        :options="teams"
-        :allow-empty="false"
-        @update:model-value="updateValue"
-      />
-      <textarea
-        v-model="message"
-        rows="4"
-        :placeholder="$t('AUTOMATION.ACTION.TEAM_MESSAGE_INPUT_PLACEHOLDER')"
-        @input="updateValue"
-      />
-    </div>
+  <div class="flex flex-col gap-2">
+    <MultiSelect
+      v-model="selectedTeams"
+      :options="teams"
+      :dropdown-max-height="dropdownMaxHeight"
+      @update:model-value="updateValue"
+    />
+    <textarea
+      v-model="message"
+      class="mb-0 !text-sm"
+      rows="4"
+      :placeholder="$t('AUTOMATION.ACTION.TEAM_MESSAGE_INPUT_PLACEHOLDER')"
+      @input="updateValue"
+    />
   </div>
 </template>
-
-<style scoped>
-.multiselect {
-  margin: 0.25rem 0;
-}
-textarea {
-  margin-bottom: 0;
-}
-</style>

app/javascript/dashboard/components/widgets/AutomationFileInput.vue

@@ -79,7 +79,7 @@ input[type='file'] {
   @apply hidden;
 }
 .input-wrapper {
-  @apply flex h-9 bg-n-background py-1 px-2 items-center text-xs cursor-pointer rounded-sm border border-dashed border-n-strong;
+  @apply flex h-8 bg-n-background py-1 px-2 items-center text-xs cursor-pointer rounded-lg border border-dashed border-n-strong;
 }
 .success-icon {
   @apply text-n-teal-9 mr-2;

app/javascript/dashboard/components/widgets/FilterInput/Index.vue

@@ -1,305 +0,0 @@
-<script>
-import NextButton from 'dashboard/components-next/button/Button.vue';
-
-export default {
-  name: 'FilterInput',
-  components: {
-    NextButton,
-  },
-  props: {
-    modelValue: {
-      type: Object,
-      default: () => {},
-    },
-    filterAttributes: {
-      type: Array,
-      default: () => [],
-    },
-    inputType: {
-      type: String,
-      default: 'plain_text',
-    },
-    operators: {
-      type: Array,
-      default: () => [],
-    },
-    dropdownValues: {
-      type: Array,
-      default: () => [],
-    },
-    showQueryOperator: {
-      type: Boolean,
-      default: false,
-    },
-    showUserInput: {
-      type: Boolean,
-      default: true,
-    },
-    groupedFilters: {
-      type: Boolean,
-      default: false,
-    },
-    filterGroups: {
-      type: Array,
-      default: () => [],
-    },
-    customAttributeType: {
-      type: String,
-      default: '',
-    },
-    errorMessage: {
-      type: String,
-      default: '',
-    },
-  },
-  emits: ['update:modelValue', 'removeFilter', 'resetFilter'],
-  computed: {
-    attributeKey: {
-      get() {
-        if (!this.modelValue) return null;
-        return this.modelValue.attribute_key;
-      },
-      set(value) {
-        const payload = this.modelValue || {};
-        this.$emit('update:modelValue', { ...payload, attribute_key: value });
-      },
-    },
-    filterOperator: {
-      get() {
-        if (!this.modelValue) return null;
-        return this.modelValue.filter_operator;
-      },
-      set(value) {
-        const payload = this.modelValue || {};
-        this.$emit('update:modelValue', { ...payload, filter_operator: value });
-      },
-    },
-    values: {
-      get() {
-        if (!this.modelValue) return null;
-        return this.modelValue.values;
-      },
-      set(value) {
-        const payload = this.modelValue || {};
-        this.$emit('update:modelValue', { ...payload, values: value });
-      },
-    },
-    query_operator: {
-      get() {
-        if (!this.modelValue) return null;
-        return this.modelValue.query_operator;
-      },
-      set(value) {
-        const payload = this.modelValue || {};
-        this.$emit('update:modelValue', { ...payload, query_operator: value });
-      },
-    },
-    custom_attribute_type: {
-      get() {
-        if (!this.customAttributeType) return '';
-        return this.customAttributeType;
-      },
-      set() {
-        const payload = this.modelValue || {};
-        this.$emit('update:modelValue', {
-          ...payload,
-          custom_attribute_type: this.customAttributeType,
-        });
-      },
-    },
-  },
-  watch: {
-    customAttributeType: {
-      handler(value) {
-        if (
-          value === 'conversation_attribute' ||
-          value === 'contact_attribute'
-        ) {
-          // eslint-disable-next-line vue/no-mutating-props
-          this.modelValue.custom_attribute_type = this.customAttributeType;
-          // eslint-disable-next-line vue/no-mutating-props
-        } else this.modelValue.custom_attribute_type = '';
-      },
-      immediate: true,
-    },
-  },
-  methods: {
-    removeFilter() {
-      this.$emit('removeFilter');
-    },
-    resetFilter() {
-      this.$emit('resetFilter');
-    },
-    getInputErrorClass(errorMessage) {
-      return errorMessage
-        ? 'bg-n-ruby-8/20 border-n-ruby-5 dark:border-n-ruby-5'
-        : 'bg-n-background border-n-weak dark:border-n-weak';
-    },
-  },
-};
-</script>
-
-<!-- eslint-disable vue/no-mutating-props -->
-<template>
-  <div>
-    <div
-      class="p-2 border border-solid rounded-lg"
-      :class="getInputErrorClass(errorMessage)"
-    >
-      <div class="flex gap-1">
-        <select
-          v-if="groupedFilters"
-          v-model="attributeKey"
-          class="max-w-[30%] mb-0 mr-1"
-          @change="resetFilter()"
-        >
-          <optgroup
-            v-for="(group, i) in filterGroups"
-            :key="i"
-            :label="group.name"
-          >
-            <option
-              v-for="attribute in group.attributes"
-              :key="attribute.key"
-              :value="attribute.key"
-              :selected="true"
-            >
-              {{ attribute.name }}
-            </option>
-          </optgroup>
-        </select>
-        <select
-          v-else
-          v-model="attributeKey"
-          class="max-w-[30%] mb-0 mr-1"
-          @change="resetFilter()"
-        >
-          <option
-            v-for="attribute in filterAttributes"
-            :key="attribute.key"
-            :value="attribute.key"
-            :disabled="attribute.disabled"
-          >
-            {{ attribute.name }}
-          </option>
-        </select>
-
-        <select v-model="filterOperator" class="max-w-[20%] mb-0 mr-1">
-          <option
-            v-for="(operator, o) in operators"
-            :key="o"
-            :value="operator.value"
-          >
-            {{ $t(`FILTER.OPERATOR_LABELS.${operator.value}`) }}
-          </option>
-        </select>
-
-        <div v-if="showUserInput" class="flex-grow mr-1 filter__answer--wrap">
-          <div
-            v-if="inputType === 'multi_select'"
-            class="multiselect-wrap--small"
-          >
-            <multiselect
-              v-model="values"
-              track-by="id"
-              label="name"
-              :placeholder="$t('FORMS.MULTISELECT.SELECT')"
-              multiple
-              selected-label
-              :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-              deselect-label=""
-              :max-height="160"
-              :options="dropdownValues"
-              :allow-empty="false"
-            >
-              <template #noOptions>
-                {{ $t('FORMS.MULTISELECT.NO_OPTIONS') }}
-              </template>
-            </multiselect>
-          </div>
-          <div
-            v-else-if="inputType === 'search_select'"
-            class="multiselect-wrap--small"
-          >
-            <multiselect
-              v-model="values"
-              track-by="id"
-              label="name"
-              :placeholder="$t('FORMS.MULTISELECT.SELECT')"
-              selected-label
-              :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-              deselect-label=""
-              :max-height="160"
-              :options="dropdownValues"
-              :allow-empty="false"
-              :option-height="104"
-            >
-              <template #noOptions>
-                {{ $t('FORMS.MULTISELECT.NO_OPTIONS') }}
-              </template>
-            </multiselect>
-          </div>
-          <div v-else-if="inputType === 'date'" class="multiselect-wrap--small">
-            <input
-              v-model="values"
-              type="date"
-              :editable="false"
-              class="!mb-0 datepicker"
-            />
-          </div>
-          <input
-            v-else
-            v-model="values"
-            type="text"
-            class="!mb-0"
-            :placeholder="$t('FILTER.INPUT_PLACEHOLDER')"
-          />
-        </div>
-        <NextButton
-          icon="i-lucide-x"
-          slate
-          ghost
-          class="flex-shrink-0"
-          @click="removeFilter"
-        />
-      </div>
-      <p v-if="errorMessage" class="filter-error">
-        {{ errorMessage }}
-      </p>
-    </div>
-
-    <div
-      v-if="showQueryOperator"
-      class="flex items-center justify-center relative my-2.5 mx-0"
-    >
-      <hr class="absolute w-full border-b border-solid border-n-weak" />
-      <select
-        v-model="query_operator"
-        class="relative w-auto mb-0 bg-n-background text-n-slate-12 border-n-weak"
-      >
-        <option value="and">
-          {{ $t('FILTER.QUERY_DROPDOWN_LABELS.AND') }}
-        </option>
-        <option value="or">
-          {{ $t('FILTER.QUERY_DROPDOWN_LABELS.OR') }}
-        </option>
-      </select>
-    </div>
-  </div>
-</template>
-
-<style lang="scss" scoped>
-.filter__answer--wrap {
-  input {
-    @apply bg-n-background mb-0 text-n-slate-12 border-n-weak;
-  }
-}
-
-.filter-error {
-  @apply text-n-ruby-9 dark:text-n-ruby-9 block my-1 mx-0;
-}
-
-.multiselect {
-  @apply mb-0;
-}
-</style>

app/javascript/dashboard/components/widgets/WootWriter/Editor.vue

@@ -28,7 +28,10 @@ import { useAlert } from 'dashboard/composables';
 import { vOnClickOutside } from '@vueuse/components';
 
 import { BUS_EVENTS } from 'shared/constants/busEvents';
-import { CONVERSATION_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
+import {
+  CONVERSATION_EVENTS,
+  CAPTAIN_EVENTS,
+} from 'dashboard/helper/AnalyticsHelper/events';
 import { MESSAGE_EDITOR_IMAGE_RESIZES } from 'dashboard/constants/editor';
 
 import {
@@ -86,6 +89,7 @@ const props = defineProps({
   // are triggered except when this flag is true
   allowSignature: { type: Boolean, default: false },
   channelType: { type: String, default: '' },
+  conversationId: { type: Number, default: null },
   medium: { type: String, default: '' },
   showImageResizeToolbar: { type: Boolean, default: false }, // A kill switch to show or hide the image toolbar
   focusOnMount: { type: Boolean, default: true },
@@ -396,7 +400,14 @@ function openFileBrowser() {
 }
 
 function handleCopilotClick() {
-  showSelectionMenu.value = !showSelectionMenu.value;
+  const isOpening = !showSelectionMenu.value;
+  if (isOpening) {
+    useTrack(CAPTAIN_EVENTS.EDITOR_AI_MENU_OPENED, {
+      conversationId: props.conversationId,
+      entryPoint: 'inline',
+    });
+  }
+  showSelectionMenu.value = isOpening;
 }
 
 function handleClickOutside(event) {
@@ -819,7 +830,13 @@ useEmitter(BUS_EVENTS.INSERT_INTO_RICH_EDITOR, insertContentIntoEditor);
 </script>
 
 <template>
-  <div ref="editorRoot" class="relative w-full">
+  <div
+    ref="editorRoot"
+    class="relative w-full"
+    :class="{
+      'opacity-50 cursor-not-allowed pointer-events-none': disabled,
+    }"
+  >
     <TagAgents
       v-if="showUserMentions && isPrivate"
       :search-key="mentionSearchKey"

app/javascript/dashboard/components/widgets/WootWriter/ReplyBottomPanel.vue

@@ -122,6 +122,10 @@ export default {
       type: Boolean,
       default: false,
     },
+    isEditorDisabled: {
+      type: Boolean,
+      default: false,
+    },
   },
   emits: [
     'replaceText',
@@ -130,7 +134,7 @@ export default {
     'selectContentTemplate',
     'toggleQuotedReply',
   ],
-  setup() {
+  setup(props) {
     const { setSignatureFlagForInbox, fetchSignatureFlagFromUISettings } =
       useUISettings();
 
@@ -139,6 +143,9 @@ export default {
     const keyboardEvents = {
       '$mod+Alt+KeyA': {
         action: () => {
+          // Skip if editor is disabled (e.g., WhatsApp 24-hour window expired)
+          if (props.isEditorDisabled) return;
+
           // TODO: This is really hacky, we need to replace the file picker component with
           // a custom one, where the logic and the component markup is isolated.
           // Once we have the custom component, we can remove the hacky logic below.
@@ -146,7 +153,7 @@ export default {
           const uploadTriggerButton = document.querySelector(
             '#conversationAttachment'
           );
-          uploadTriggerButton.click();
+          if (uploadTriggerButton) uploadTriggerButton.click();
         },
         allowOnFocusedInput: true,
       },
@@ -177,9 +184,11 @@ export default {
       };
     },
     showAttachButton() {
+      if (this.isEditorDisabled) return false;
       return this.showFileUpload || this.isNote;
     },
     showAudioRecorderButton() {
+      if (this.isEditorDisabled) return false;
       if (this.isALineChannel) {
         return false;
       }
@@ -197,6 +206,7 @@ export default {
       );
     },
     showAudioPlayStopButton() {
+      if (this.isEditorDisabled) return false;
       return this.showAudioRecorder && this.isRecordingAudio;
     },
     isInstagramDM() {
@@ -236,6 +246,7 @@ export default {
       }
     },
     showMessageSignatureButton() {
+      if (this.isEditorDisabled) return false;
       return !this.isOnPrivateNote;
     },
     sendWithSignature() {
@@ -280,6 +291,7 @@ export default {
   <div class="flex justify-between p-3" :class="wrapClass">
     <div class="left-wrap">
       <NextButton
+        v-if="!isEditorDisabled"
         v-tooltip.top-end="$t('CONVERSATION.REPLYBOX.TIP_EMOJI_ICON')"
         icon="i-ph-smiley-sticker"
         slate
@@ -288,6 +300,7 @@ export default {
         @click="toggleEmojiPicker"
       />
       <FileUpload
+        v-if="showAttachButton"
         ref="uploadRef"
         v-tooltip.top-end="$t('CONVERSATION.REPLYBOX.TIP_ATTACH_ICON')"
         input-id="conversationAttachment"

app/javascript/dashboard/components/widgets/WootWriter/ReplyTopPanel.vue

@@ -2,8 +2,10 @@
 import { ref } from 'vue';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
 import { useCaptain } from 'dashboard/composables/useCaptain';
+import { useTrack } from 'dashboard/composables';
 import { vOnClickOutside } from '@vueuse/components';
 import { REPLY_EDITOR_MODES, CHAR_LENGTH_WARNING } from './constants';
+import { CAPTAIN_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 import EditorModeToggle from './EditorModeToggle.vue';
 import CopilotMenuBar from './CopilotMenuBar.vue';
@@ -31,6 +33,14 @@ export default {
       type: Boolean,
       default: false,
     },
+    isEditorDisabled: {
+      type: Boolean,
+      default: false,
+    },
+    conversationId: {
+      type: Number,
+      default: null,
+    },
     isMessageLengthReachingThreshold: {
       type: Boolean,
       default: () => false,
@@ -69,7 +79,14 @@ export default {
     };
 
     const toggleCopilotMenu = () => {
-      showCopilotMenu.value = !showCopilotMenu.value;
+      const isOpening = !showCopilotMenu.value;
+      if (isOpening) {
+        useTrack(CAPTAIN_EVENTS.EDITOR_AI_MENU_OPENED, {
+          conversationId: props.conversationId,
+          entryPoint: 'top_panel',
+        });
+      }
+      showCopilotMenu.value = isOpening;
     };
 
     const handleClickOutside = () => {
@@ -144,7 +161,7 @@ export default {
       <div class="relative">
         <NextButton
           ghost
-          :disabled="disabled"
+          :disabled="disabled || isEditorDisabled"
           :class="{
             'text-n-violet-9 hover:enabled:!bg-n-violet-3': !showCopilotMenu,
             'text-n-violet-9 bg-n-violet-3': showCopilotMenu,

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

@@ -34,6 +34,7 @@ const emit = defineEmits([
   'contextMenuToggle',
   'assignAgent',
   'assignLabel',
+  'removeLabel',
   'assignTeam',
   'markAsUnread',
   'markAsRead',
@@ -203,7 +204,10 @@ const onAssignAgent = agent => {
 
 const onAssignLabel = label => {
   emit('assignLabel', [label.title], [props.chat.id]);
-  closeContextMenu();
+};
+
+const onRemoveLabel = label => {
+  emit('removeLabel', [label.title], [props.chat.id]);
 };
 
 const onAssignTeam = team => {
@@ -379,11 +383,13 @@ const deleteConversation = () => {
         :priority="chat.priority"
         :chat-id="chat.id"
         :has-unread-messages="hasUnread"
+        :conversation-labels="chat.labels"
         :conversation-url="conversationPath"
         :allowed-options="allowedContextMenuOptions"
         @update-conversation="onUpdateConversation"
         @assign-agent="onAssignAgent"
         @assign-label="onAssignLabel"
+        @remove-label="onRemoveLabel"
         @assign-team="onAssignTeam"
         @mark-as-unread="markAsUnread"
         @mark-as-read="markAsRead"

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

@@ -41,7 +41,10 @@ import {
   truncatePreviewText,
   appendQuotedTextToMessage,
 } from 'dashboard/helper/quotedEmailHelper';
-import { CONVERSATION_EVENTS } from '../../../helper/AnalyticsHelper/events';
+import {
+  CONVERSATION_EVENTS,
+  CAPTAIN_EVENTS,
+} from '../../../helper/AnalyticsHelper/events';
 import fileUploadMixin from 'dashboard/mixins/fileUploadMixin';
 import {
   appendSignature,
@@ -136,6 +139,7 @@ export default {
       newConversationModalActive: false,
       showArticleSearchPopover: false,
       hasRecordedAudio: false,
+      copilotAcceptedMessages: {},
     };
   },
   computed: {
@@ -195,6 +199,11 @@ export default {
       return this.$store.getters['inboxes/getInbox'](this.inboxId);
     },
     messagePlaceHolder() {
+      if (this.isEditorDisabled) {
+        return this.isAWhatsAppChannel
+          ? this.$t('CONVERSATION.FOOTER.MESSAGING_RESTRICTED_WHATSAPP')
+          : this.$t('CONVERSATION.FOOTER.MESSAGING_RESTRICTED');
+      }
       return this.isPrivate
         ? this.$t('CONVERSATION.FOOTER.PRIVATE_MSG_INPUT')
         : this.$t('CONVERSATION.FOOTER.MSG_INPUT');
@@ -206,6 +215,7 @@ export default {
       return this.maxLength - this.message.length;
     },
     isReplyButtonDisabled() {
+      if (this.isEditorDisabled) return true;
       if (this.isATwitterInbox) return true;
       if (this.hasAttachments || this.hasRecordedAudio) return false;
 
@@ -414,6 +424,13 @@ export default {
     isDefaultEditorMode() {
       return !this.showAudioRecorderEditor && !this.copilot.isActive.value;
     },
+    isEditorDisabled() {
+      return (
+        this.isAWhatsAppChannel &&
+        !this.isOnPrivateNote &&
+        !this.currentChat.can_reply
+      );
+    },
   },
   watch: {
     currentChat(conversation, oldConversation) {
@@ -508,6 +525,24 @@ export default {
     emitter.off(CMD_AI_ASSIST, this.executeCopilotAction);
   },
   methods: {
+    getDraftKey(
+      conversationId = this.conversationIdByRoute,
+      replyType = this.replyType
+    ) {
+      return `draft-${conversationId}-${replyType}`;
+    },
+    getCopilotAcceptedMessage(replyType = this.replyType) {
+      const key = this.getDraftKey(this.conversationIdByRoute, replyType);
+      return this.copilotAcceptedMessages[key] || '';
+    },
+    setCopilotAcceptedMessage(message, replyType = this.replyType) {
+      const key = this.getDraftKey(this.conversationIdByRoute, replyType);
+      this.copilotAcceptedMessages[key] = trimContent(message || '');
+    },
+    clearCopilotAcceptedMessage(replyType = this.replyType) {
+      const key = this.getDraftKey(this.conversationIdByRoute, replyType);
+      delete this.copilotAcceptedMessages[key];
+    },
     handleInsert(article) {
       const { url, title } = article;
       // Removing empty lines from the title
@@ -559,7 +594,7 @@ export default {
     },
     saveDraft(conversationId, replyType) {
       if (this.message || this.message === '') {
-        const key = `draft-${conversationId}-${replyType}`;
+        const key = this.getDraftKey(conversationId, replyType);
         const draftToSave = trimContent(this.message || '');
 
         this.$store.dispatch('draftMessages/set', {
@@ -574,7 +609,7 @@ export default {
     },
     getFromDraft() {
       if (this.conversationIdByRoute) {
-        const key = `draft-${this.conversationIdByRoute}-${this.replyType}`;
+        const key = this.getDraftKey();
         const messageFromStore =
           this.$store.getters['draftMessages/get'](key) || '';
 
@@ -597,7 +632,7 @@ export default {
     },
     removeFromDraft() {
       if (this.conversationIdByRoute) {
-        const key = `draft-${this.conversationIdByRoute}-${this.replyType}`;
+        const key = this.getDraftKey();
         this.$store.dispatch('draftMessages/delete', { key });
       }
     },
@@ -655,6 +690,9 @@ export default {
       // Don't handle paste if compose new conversation modal is open
       if (this.newConversationModalActive) return;
 
+      // Don't handle paste if editor is disabled
+      if (this.isEditorDisabled) return;
+
       // Filter valid files (non-zero size)
       Array.from(e.clipboardData.files)
         .filter(file => file.size > 0)
@@ -708,6 +746,7 @@ export default {
         return;
       }
       if (!this.showMentions) {
+        const copilotAcceptedMessage = this.getCopilotAcceptedMessage();
         const isOnWhatsApp =
           this.isATwilioWhatsAppChannel ||
           this.isAWhatsAppCloudChannel ||
@@ -717,10 +756,17 @@ export default {
         // This can create duplicate messages in Chatwoot. To prevent this issue, we'll handle text and attachments as separate messages.
         const isOnInstagram = this.isAnInstagramChannel;
         if ((isOnWhatsApp || isOnInstagram) && !this.isPrivate) {
-          this.sendMessageAsMultipleMessages(this.message);
+          this.sendMessageAsMultipleMessages(
+            this.message,
+            copilotAcceptedMessage
+          );
         } else {
           const messagePayload = this.getMessagePayload(this.message);
-          this.sendMessage(messagePayload);
+          this.sendMessage(
+            messagePayload,
+            this.message,
+            copilotAcceptedMessage
+          );
         }
 
         if (!this.isPrivate) {
@@ -732,13 +778,53 @@ export default {
         this.$emit('update:popOutReplyBox', false);
       }
     },
-    sendMessageAsMultipleMessages(message) {
+    sendMessageAsMultipleMessages(message, copilotAcceptedMessage = '') {
       const messages = this.getMultipleMessagesPayload(message);
       messages.forEach(messagePayload => {
-        this.sendMessage(messagePayload);
+        this.sendMessage(
+          messagePayload,
+          messagePayload.message || '',
+          copilotAcceptedMessage
+        );
       });
     },
-    sendMessageAnalyticsData(isPrivate) {
+    sendMessageAnalyticsData(
+      isPrivate,
+      { editorMessage = '', copilotAcceptedMessage = '' } = {}
+    ) {
+      const normalizeForComparison = message => {
+        let normalizedMessage = message || '';
+
+        if (this.sendWithSignature && this.messageSignature && !isPrivate) {
+          const effectiveChannelType = getEffectiveChannelType(
+            this.channelType,
+            this.inbox?.medium || ''
+          );
+          normalizedMessage = removeSignature(
+            normalizedMessage,
+            this.messageSignature,
+            effectiveChannelType
+          );
+        }
+
+        return trimContent(normalizedMessage);
+      };
+
+      const normalizedAcceptedMessage = normalizeForComparison(
+        copilotAcceptedMessage
+      );
+      const normalizedEditorMessage = normalizeForComparison(editorMessage);
+
+      if (normalizedAcceptedMessage && normalizedEditorMessage) {
+        useTrack(CAPTAIN_EVENTS.AI_ASSISTED_MESSAGE_SENT, {
+          conversationId: this.conversationIdByRoute,
+          channelType: this.channelType,
+          editedBeforeSend:
+            normalizedAcceptedMessage !== normalizedEditorMessage,
+          isPrivate,
+        });
+      }
+
       // Analytics data for message signature is enabled or not in channels
       return isPrivate
         ? useTrack(CONVERSATION_EVENTS.SENT_PRIVATE_NOTE)
@@ -772,7 +858,11 @@ export default {
         this.confirmOnSendReply();
       }
     },
-    async sendMessage(messagePayload) {
+    async sendMessage(
+      messagePayload,
+      editorMessage = '',
+      copilotAcceptedMessage = ''
+    ) {
       try {
         await this.$store.dispatch(
           'createPendingMessageAndSend',
@@ -781,7 +871,10 @@ export default {
         emitter.emit(BUS_EVENTS.SCROLL_TO_MESSAGE);
         emitter.emit(BUS_EVENTS.MESSAGE_SENT);
         this.removeFromDraft();
-        this.sendMessageAnalyticsData(messagePayload.private);
+        this.sendMessageAnalyticsData(messagePayload.private, {
+          editorMessage,
+          copilotAcceptedMessage,
+        });
       } catch (error) {
         const errorMessage =
           error?.response?.data?.error || this.$t('CONVERSATION.MESSAGE_ERROR');
@@ -855,6 +948,7 @@ export default {
     },
     clearMessage() {
       this.message = '';
+      this.clearCopilotAcceptedMessage();
       if (this.sendWithSignature && !this.isPrivate) {
         // if signature is enabled, append it to the message
         const effectiveChannelType = getEffectiveChannelType(
@@ -1119,7 +1213,9 @@ export default {
       this.$emit('update:popOutReplyBox', !this.popOutReplyBox);
     },
     onSubmitCopilotReply() {
-      this.message = this.copilot.accept();
+      const acceptedMessage = this.copilot.accept();
+      this.message = acceptedMessage;
+      this.setCopilotAcceptedMessage(acceptedMessage);
     },
   },
 };
@@ -1130,11 +1226,13 @@ export default {
   <div ref="replyEditor" class="reply-box" :class="replyBoxClass">
     <ReplyTopPanel
       :mode="replyType"
+      :conversation-id="conversationId"
       :is-reply-restricted="isReplyRestricted"
       :disabled="
         (copilot.isActive.value && copilot.isButtonDisabled.value) ||
         showAudioRecorderEditor
       "
+      :is-editor-disabled="isEditorDisabled"
       :is-message-length-reaching-threshold="isMessageLengthReachingThreshold"
       :characters-remaining="charactersRemaining"
       :popout-reply-box="popOutReplyBox"
@@ -1204,12 +1302,14 @@ export default {
         <WootMessageEditor
           v-else-if="!showAudioRecorderEditor"
           v-model="message"
+          :conversation-id="conversationId"
           :editor-id="editorStateId"
           class="input popover-prosemirror-menu"
           :is-private="isOnPrivateNote"
           :placeholder="messagePlaceHolder"
           :update-selection-with="updateEditorSelectionWith"
           :min-height="4"
+          :disabled="isEditorDisabled"
           enable-variables
           :variables="messageVariables"
           :signature="messageSignature"
@@ -1285,6 +1385,7 @@ export default {
         :is-recording-audio="isRecordingAudio"
         :is-send-disabled="isReplyButtonDisabled"
         :is-note="isPrivate"
+        :is-editor-disabled="isEditorDisabled"
         :on-file-upload="onFileUpload"
         :on-send="onSendReply"
         :conversation-type="conversationType"

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

@@ -31,7 +31,10 @@ const assignedAgent = computed({
   },
   set(agent) {
     const agentId = agent ? agent.id : null;
-    store.dispatch('setCurrentChatAssignee', agent);
+    store.dispatch('setCurrentChatAssignee', {
+      conversationId: currentChat.value?.id,
+      assignee: agent,
+    });
     store.dispatch('assignAgent', {
       conversationId: currentChat.value?.id,
       agentId,

app/javascript/dashboard/components/widgets/conversation/contextMenu/Index.vue

@@ -53,6 +53,10 @@ export default {
       type: String,
       default: null,
     },
+    conversationLabels: {
+      type: Array,
+      default: () => [],
+    },
     conversationUrl: {
       type: String,
       default: '',
@@ -70,6 +74,7 @@ export default {
     'assignAgent',
     'assignTeam',
     'assignLabel',
+    'removeLabel',
     'deleteConversation',
     'close',
   ],
@@ -334,8 +339,16 @@ export default {
           v-for="label in labels"
           :key="label.id"
           :option="generateMenuLabelConfig(label, 'label')"
-          variant="label"
-          @click.stop="$emit('assignLabel', label)"
+          :variant="
+            conversationLabels.includes(label.title)
+              ? 'label-assigned'
+              : 'label'
+          "
+          @click.stop="
+            conversationLabels.includes(label.title)
+              ? $emit('removeLabel', label)
+              : $emit('assignLabel', label)
+          "
         />
       </MenuItemWithSubmenu>
       <MenuItemWithSubmenu

app/javascript/dashboard/components/widgets/conversation/contextMenu/menuItem.vue

@@ -1,5 +1,6 @@
 <script setup>
 import Avatar from 'dashboard/components-next/avatar/Avatar.vue';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
 
 defineProps({
   option: {
@@ -22,7 +23,9 @@ defineProps({
       class="flex-shrink-0"
     />
     <span
-      v-if="variant === 'label' && option.color"
+      v-if="
+        (variant === 'label' || variant === 'label-assigned') && option.color
+      "
       class="label-pill flex-shrink-0"
       :style="{ backgroundColor: option.color }"
     />
@@ -37,6 +40,11 @@ defineProps({
     <p class="menu-label truncate min-w-0 flex-1">
       {{ option.label }}
     </p>
+    <Icon
+      v-if="variant === 'label-assigned'"
+      icon="i-lucide-check"
+      class="flex-shrink-0 size-3.5 mr-1"
+    />
   </div>
 </template>
 

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

@@ -2,6 +2,7 @@
 // components
 import NextButton from 'dashboard/components-next/button/Button.vue';
 import Avatar from 'dashboard/components-next/avatar/Avatar.vue';
+import { useBranding } from 'shared/composables/useBranding';
 
 // composables
 import { useCaptain } from 'dashboard/composables/useCaptain';
@@ -34,8 +35,9 @@ export default {
   },
   setup() {
     const { captainTasksEnabled } = useCaptain();
+    const { replaceInstallationName } = useBranding();
 
-    return { captainTasksEnabled };
+    return { captainTasksEnabled, replaceInstallationName };
   },
   data() {
     return {
@@ -228,7 +230,9 @@ export default {
       <div class="sender--info has-tooltip" data-original-title="null">
         <Avatar
           v-tooltip.top="{
-            content: $t('LABEL_MGMT.SUGGESTIONS.POWERED_BY'),
+            content: replaceInstallationName(
+              $t('LABEL_MGMT.SUGGESTIONS.POWERED_BY')
+            ),
             delay: { show: 600, hide: 0 },
             hideOnClick: true,
           }"

app/javascript/dashboard/composables/captain/constants.js

@@ -0,0 +1,12 @@
+export const CAPTAIN_ERROR_TYPES = Object.freeze({
+  ABORTED: 'aborted',
+  API_ERROR: 'api_error',
+  HTTP_PREFIX: 'http_',
+  ABORT_ERROR: 'AbortError',
+  CANCELED_ERROR: 'CanceledError',
+});
+
+export const CAPTAIN_GENERATION_FAILURE_REASONS = Object.freeze({
+  EMPTY_RESPONSE: 'empty_response',
+  EXCEPTION: 'exception',
+});

app/javascript/dashboard/composables/chatlist/useBulkActions.js

@@ -102,6 +102,28 @@ export function useBulkActions() {
     }
   }
 
+  // Only used in context menu
+  async function onRemoveLabels(labelsToRemove, conversationId = null) {
+    try {
+      await store.dispatch('bulkActions/process', {
+        type: 'Conversation',
+        ids: conversationId || selectedConversations.value,
+        labels: {
+          remove: labelsToRemove,
+        },
+      });
+
+      useAlert(
+        t('CONVERSATION.CARD_CONTEXT_MENU.API.LABEL_REMOVAL.SUCCESFUL', {
+          labelName: labelsToRemove[0],
+          conversationId,
+        })
+      );
+    } catch (err) {
+      useAlert(t('CONVERSATION.CARD_CONTEXT_MENU.API.LABEL_REMOVAL.FAILED'));
+    }
+  }
+
   async function onAssignTeamsForBulk(team) {
     try {
       await store.dispatch('bulkActions/process', {
@@ -189,6 +211,7 @@ export function useBulkActions() {
     isConversationSelected,
     onAssignAgent,
     onAssignLabels,
+    onRemoveLabels,
     onAssignTeamsForBulk,
     onUpdateConversations,
   };

app/javascript/dashboard/composables/useAutomation.js

@@ -1,4 +1,4 @@
-import { ref, computed } from 'vue';
+import { ref, reactive, computed } from 'vue';
 import { useStoreGetters } from 'dashboard/composables/store';
 import { useAlert } from 'dashboard/composables';
 import { useI18n } from 'vue-i18n';
@@ -40,7 +40,7 @@ export function useAutomation(startValue = null) {
   } = useAutomationValues();
 
   const automation = ref(startValue);
-  const automationTypes = structuredClone(AUTOMATIONS);
+  const automationTypes = reactive(structuredClone(AUTOMATIONS));
   const eventName = computed(() => automation.value?.event_name);
 
   /**
@@ -160,14 +160,24 @@ export function useAutomation(startValue = null) {
       t('AUTOMATION.CONDITION.CONTACT_CUSTOM_ATTR_LABEL')
     );
 
+    const CUSTOM_ATTR_HEADER_KEYS = new Set([
+      'conversation_custom_attribute',
+      'contact_custom_attribute',
+    ]);
+
     [
       'message_created',
       'conversation_created',
       'conversation_updated',
       'conversation_opened',
     ].forEach(eventToUpdate => {
+      const standardConditions = automationTypes[
+        eventToUpdate
+      ].conditions.filter(
+        c => !c.customAttributeType && !CUSTOM_ATTR_HEADER_KEYS.has(c.key)
+      );
       automationTypes[eventToUpdate].conditions = [
-        ...automationTypes[eventToUpdate].conditions,
+        ...standardConditions,
         ...manifestedCustomAttributes,
       ];
     });

app/javascript/dashboard/composables/useCaptain.js

@@ -11,6 +11,7 @@ import { useAlert } from 'dashboard/composables';
 import { useI18n } from 'vue-i18n';
 import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 import TasksAPI from 'dashboard/api/captain/tasks';
+import { CAPTAIN_ERROR_TYPES } from 'dashboard/composables/captain/constants';
 
 export function useCaptain() {
   const store = useStore();
@@ -69,7 +70,10 @@ export function useCaptain() {
    * @param {Error} error - The error object from the API call.
    */
   const handleAPIError = error => {
-    if (error.name === 'AbortError' || error.name === 'CanceledError') {
+    if (
+      error.name === CAPTAIN_ERROR_TYPES.ABORT_ERROR ||
+      error.name === CAPTAIN_ERROR_TYPES.CANCELED_ERROR
+    ) {
       return;
     }
     const errorMessage =
@@ -78,6 +82,24 @@ export function useCaptain() {
     useAlert(errorMessage);
   };
 
+  /**
+   * Classifies API error types for downstream analytics.
+   * @param {Error} error
+   * @returns {string}
+   */
+  const getErrorType = error => {
+    if (
+      error.name === CAPTAIN_ERROR_TYPES.ABORT_ERROR ||
+      error.name === CAPTAIN_ERROR_TYPES.CANCELED_ERROR
+    ) {
+      return CAPTAIN_ERROR_TYPES.ABORTED;
+    }
+    if (error.response?.status) {
+      return `${CAPTAIN_ERROR_TYPES.HTTP_PREFIX}${error.response.status}`;
+    }
+    return CAPTAIN_ERROR_TYPES.API_ERROR;
+  };
+
   // === Task Methods ===
   /**
    * Rewrites content with a specific operation.
@@ -103,7 +125,7 @@ export function useCaptain() {
       return { message: generatedMessage, followUpContext };
     } catch (error) {
       handleAPIError(error);
-      return { message: '' };
+      return { message: '', errorType: getErrorType(error) };
     }
   };
 
@@ -125,7 +147,7 @@ export function useCaptain() {
       return { message: generatedMessage, followUpContext };
     } catch (error) {
       handleAPIError(error);
-      return { message: '' };
+      return { message: '', errorType: getErrorType(error) };
     }
   };
 
@@ -147,7 +169,7 @@ export function useCaptain() {
       return { message: generatedMessage, followUpContext };
     } catch (error) {
       handleAPIError(error);
-      return { message: '' };
+      return { message: '', errorType: getErrorType(error) };
     }
   };
 
@@ -171,7 +193,11 @@ export function useCaptain() {
       return { message: generatedMessage, followUpContext: updatedContext };
     } catch (error) {
       handleAPIError(error);
-      return { message: '', followUpContext };
+      return {
+        message: '',
+        followUpContext,
+        errorType: getErrorType(error),
+      };
     }
   };
 

app/javascript/dashboard/composables/useCopilotReply.js

@@ -3,6 +3,10 @@ import { useCaptain } from 'dashboard/composables/useCaptain';
 import { useUISettings } from 'dashboard/composables/useUISettings';
 import { useTrack } from 'dashboard/composables';
 import { CAPTAIN_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
+import {
+  CAPTAIN_ERROR_TYPES,
+  CAPTAIN_GENERATION_FAILURE_REASONS,
+} from 'dashboard/composables/captain/constants';
 
 // Actions that map to REWRITE events (with operation attribute)
 const REWRITE_ACTIONS = [
@@ -52,6 +56,20 @@ function buildPayload(action, conversationId, followUpCount = undefined) {
   return payload;
 }
 
+function trackGenerationFailure({
+  action,
+  conversationId,
+  followUpCount = undefined,
+  stage,
+  reason,
+}) {
+  useTrack(CAPTAIN_EVENTS.GENERATION_FAILED, {
+    ...buildPayload(action, conversationId, followUpCount),
+    stage,
+    reason,
+  });
+}
+
 /**
  * Composable for managing Copilot reply generation state and actions.
  * Extracts copilot-related logic from ReplyBox for cleaner code organization.
@@ -146,7 +164,8 @@ export function useCopilotReply() {
 
     // Reset without tracking dismiss (starting new action)
     reset(false);
-    abortController.value = new AbortController();
+    const requestController = new AbortController();
+    abortController.value = requestController;
     isGenerating.value = true;
     isContentReady.value = false;
     currentAction.value = action;
@@ -154,28 +173,66 @@ export function useCopilotReply() {
     trackedConversationId.value = conversationId.value;
 
     try {
-      const { message: content, followUpContext: newContext } =
-        await processEvent(action, data, {
-          signal: abortController.value.signal,
-        });
+      const {
+        message: content,
+        followUpContext: newContext,
+        errorType,
+      } = await processEvent(action, data, {
+        signal: requestController.signal,
+      });
 
-      if (!abortController.value?.signal.aborted) {
-        generatedContent.value = content;
-        followUpContext.value = newContext;
-        if (content) {
-          showEditor.value = true;
-          // Track "Used" event on successful generation
-          const eventKey = `${getEventPrefix(action)}_USED`;
-          useTrack(
-            CAPTAIN_EVENTS[eventKey],
-            buildPayload(action, trackedConversationId.value)
-          );
+      if (requestController.signal.aborted) return;
+      if (errorType === CAPTAIN_ERROR_TYPES.ABORTED) {
+        if (abortController.value === requestController) {
+          isGenerating.value = false;
         }
-        isGenerating.value = false;
+        return;
       }
-    } catch {
-      if (!abortController.value?.signal.aborted) {
-        isGenerating.value = false;
+
+      generatedContent.value = content;
+      followUpContext.value = newContext;
+      if (content) {
+        showEditor.value = true;
+        // Track "Used" event on successful generation
+        const eventKey = `${getEventPrefix(action)}_USED`;
+        useTrack(
+          CAPTAIN_EVENTS[eventKey],
+          buildPayload(action, trackedConversationId.value)
+        );
+      } else if (errorType && errorType !== CAPTAIN_ERROR_TYPES.ABORTED) {
+        trackGenerationFailure({
+          action,
+          conversationId: trackedConversationId.value,
+          stage: 'initial',
+          reason: errorType,
+        });
+      } else {
+        trackGenerationFailure({
+          action,
+          conversationId: trackedConversationId.value,
+          stage: 'initial',
+          reason: CAPTAIN_GENERATION_FAILURE_REASONS.EMPTY_RESPONSE,
+        });
+      }
+      isGenerating.value = false;
+    } catch (error) {
+      if (
+        requestController.signal.aborted ||
+        error?.name === CAPTAIN_ERROR_TYPES.ABORT_ERROR ||
+        error?.name === CAPTAIN_ERROR_TYPES.CANCELED_ERROR
+      ) {
+        return;
+      }
+      trackGenerationFailure({
+        action,
+        conversationId: trackedConversationId.value,
+        stage: 'initial',
+        reason: error?.name || CAPTAIN_GENERATION_FAILURE_REASONS.EXCEPTION,
+      });
+      isGenerating.value = false;
+    } finally {
+      if (abortController.value === requestController) {
+        abortController.value = null;
       }
     }
   }
@@ -187,7 +244,8 @@ export function useCopilotReply() {
   async function sendFollowUp(message) {
     if (!followUpContext.value || !message.trim()) return;
 
-    abortController.value = new AbortController();
+    const requestController = new AbortController();
+    abortController.value = requestController;
     isGenerating.value = true;
     isContentReady.value = false;
 
@@ -198,24 +256,65 @@ export function useCopilotReply() {
     followUpCount.value += 1;
 
     try {
-      const { message: content, followUpContext: updatedContext } =
-        await followUp({
-          followUpContext: followUpContext.value,
-          message,
-          signal: abortController.value.signal,
-        });
+      const {
+        message: content,
+        followUpContext: updatedContext,
+        errorType,
+      } = await followUp({
+        followUpContext: followUpContext.value,
+        message,
+        signal: requestController.signal,
+      });
 
-      if (!abortController.value?.signal.aborted) {
-        if (content) {
-          generatedContent.value = content;
-          followUpContext.value = updatedContext;
-          showEditor.value = true;
+      if (requestController.signal.aborted) return;
+      if (errorType === CAPTAIN_ERROR_TYPES.ABORTED) {
+        if (abortController.value === requestController) {
+          isGenerating.value = false;
         }
-        isGenerating.value = false;
+        return;
       }
-    } catch {
-      if (!abortController.value?.signal.aborted) {
-        isGenerating.value = false;
+
+      if (content) {
+        generatedContent.value = content;
+        followUpContext.value = updatedContext;
+        showEditor.value = true;
+      } else if (errorType && errorType !== CAPTAIN_ERROR_TYPES.ABORTED) {
+        trackGenerationFailure({
+          action: currentAction.value,
+          conversationId: trackedConversationId.value,
+          followUpCount: followUpCount.value,
+          stage: 'follow_up',
+          reason: errorType,
+        });
+      } else {
+        trackGenerationFailure({
+          action: currentAction.value,
+          conversationId: trackedConversationId.value,
+          followUpCount: followUpCount.value,
+          stage: 'follow_up',
+          reason: CAPTAIN_GENERATION_FAILURE_REASONS.EMPTY_RESPONSE,
+        });
+      }
+      isGenerating.value = false;
+    } catch (error) {
+      if (
+        requestController.signal.aborted ||
+        error?.name === CAPTAIN_ERROR_TYPES.ABORT_ERROR ||
+        error?.name === CAPTAIN_ERROR_TYPES.CANCELED_ERROR
+      ) {
+        return;
+      }
+      trackGenerationFailure({
+        action: currentAction.value,
+        conversationId: trackedConversationId.value,
+        followUpCount: followUpCount.value,
+        stage: 'follow_up',
+        reason: error?.name || CAPTAIN_GENERATION_FAILURE_REASONS.EXCEPTION,
+      });
+      isGenerating.value = false;
+    } finally {
+      if (abortController.value === requestController) {
+        abortController.value = null;
       }
     }
   }

app/javascript/dashboard/featureFlags.js

@@ -2,6 +2,7 @@ export const FEATURE_FLAGS = {
   AGENT_BOTS: 'agent_bots',
   AGENT_MANAGEMENT: 'agent_management',
   ASSIGNMENT_V2: 'assignment_v2',
+  ADVANCED_ASSIGNMENT: 'advanced_assignment',
   AUTO_RESOLVE_CONVERSATIONS: 'auto_resolve_conversations',
   AUTOMATIONS: 'automations',
   CAMPAIGNS: 'campaigns',
@@ -56,4 +57,5 @@ export const PREMIUM_FEATURES = [
   FEATURE_FLAGS.HELP_CENTER,
   FEATURE_FLAGS.SAML,
   FEATURE_FLAGS.CONVERSATION_REQUIRED_ATTRIBUTES,
+  FEATURE_FLAGS.ADVANCED_ASSIGNMENT,
 ];

app/javascript/dashboard/helper/AnalyticsHelper/events.js

@@ -85,6 +85,11 @@ export const PORTALS_EVENTS = Object.freeze({
 });
 
 export const CAPTAIN_EVENTS = Object.freeze({
+  // Editor funnel events
+  EDITOR_AI_MENU_OPENED: 'Captain: Editor AI menu opened',
+  GENERATION_FAILED: 'Captain: Generation failed',
+  AI_ASSISTED_MESSAGE_SENT: 'Captain: AI-assisted message sent',
+
   // Rewrite events (with operation attribute in payload)
   REWRITE_USED: 'Captain: Rewrite used',
   REWRITE_APPLIED: 'Captain: Rewrite applied',

app/javascript/dashboard/helper/automationHelper.js

@@ -169,19 +169,19 @@ export const getFileName = (action, files = []) => {
 
 export const getDefaultConditions = eventName => {
   if (eventName === 'message_created') {
-    return DEFAULT_MESSAGE_CREATED_CONDITION;
+    return structuredClone(DEFAULT_MESSAGE_CREATED_CONDITION);
   }
   if (
     eventName === 'conversation_opened' ||
     eventName === 'conversation_resolved'
   ) {
-    return DEFAULT_CONVERSATION_CONDITION;
+    return structuredClone(DEFAULT_CONVERSATION_CONDITION);
   }
-  return DEFAULT_OTHER_CONDITION;
+  return structuredClone(DEFAULT_OTHER_CONDITION);
 };
 
 export const getDefaultActions = () => {
-  return DEFAULT_ACTIONS;
+  return structuredClone(DEFAULT_ACTIONS);
 };
 
 export const filterCustomAttributes = customAttributes => {

app/javascript/dashboard/i18n/locale/en/conversation.json

@@ -174,6 +174,10 @@
           "SUCCESFUL": "Assigned label #{labelName} to conversation id {conversationId}",
           "FAILED": "Couldn't assign label. Please try again."
         },
+        "LABEL_REMOVAL": {
+          "SUCCESFUL": "Removed label #{labelName} from conversation id {conversationId}",
+          "FAILED": "Couldn't remove label. Please try again."
+        },
         "TEAM_ASSIGNMENT": {
           "SUCCESFUL": "Assigned team \"{team}\" to conversation id {conversationId}",
           "FAILED": "Couldn't assign team. Please try again."
@@ -186,6 +190,8 @@
       "DISABLE_SIGN_TOOLTIP": "Disable signature",
       "MSG_INPUT": "Shift + enter for new line. Start with '/' to select a Canned Response.",
       "PRIVATE_MSG_INPUT": "Shift + enter for new line. This will be visible only to Agents",
+      "MESSAGING_RESTRICTED": "You cannot reply to this conversation",
+      "MESSAGING_RESTRICTED_WHATSAPP": "You can only reply using a template message due to 24-hour message window restriction",
       "MESSAGE_SIGNATURE_NOT_CONFIGURED": "Message signature is not configured, please configure it in profile settings.",
       "COPILOT_MSG_INPUT": "Give copilot additional prompts, or ask anything else... Press enter to send follow-up",
       "CLICK_HERE": "Click here to update",

app/javascript/dashboard/i18n/locale/en/datePicker.json

@@ -1,5 +1,8 @@
 {
   "DATE_PICKER": {
+    "PREVIOUS_PERIOD": "Previous period",
+    "NEXT_PERIOD": "Next period",
+    "WEEK_NUMBER": "Week #{weekNumber}",
     "APPLY_BUTTON": "Apply",
     "CLEAR_BUTTON": "Clear",
     "DATE_RANGE_INPUT": {
@@ -13,6 +16,8 @@
       "LAST_3_MONTHS": "Last 3 months",
       "LAST_6_MONTHS": "Last 6 months",
       "LAST_YEAR": "Last year",
+      "THIS_WEEK": "This week",
+      "MONTH_TO_DATE": "This month",
       "CUSTOM_RANGE": "Custom date range"
     }
   }

app/javascript/dashboard/i18n/locale/en/inboxMgmt.json

@@ -766,6 +766,53 @@
       "MAX_ASSIGNMENT_LIMIT_RANGE_ERROR": "Please enter a value greater than 0",
       "MAX_ASSIGNMENT_LIMIT_SUB_TEXT": "Limit the maximum number of conversations from this inbox that can be auto assigned to an agent"
     },
+    "ASSIGNMENT": {
+      "TITLE": "Conversation Assignment",
+      "DESCRIPTION": "Automatically assign incoming conversations to available agents based on assignment policies",
+      "ENABLE_AUTO_ASSIGNMENT": "Enable automatic conversation assignment",
+      "DEFAULT_RULES_TITLE": "Default assignment rules",
+      "DEFAULT_RULES_DESCRIPTION": "Using the default assignment behavior for all conversations",
+      "DEFAULT_RULE_1": "Earliest created conversations first",
+      "DEFAULT_RULE_2": "Round robin distribution",
+      "CUSTOMIZE_WITH_POLICY": "Customize with assignment policy",
+      "USING_POLICY": "Using custom assignment policy for this inbox",
+      "CUSTOMIZE_POLICY": "Customize with assignment policy",
+      "DELETE_POLICY": "Delete policy",
+      "POLICY_LABEL": "Assignment policy",
+      "ASSIGNMENT_ORDER_LABEL": "Assignment Order",
+      "ASSIGNMENT_METHOD_LABEL": "Assignment Method",
+      "POLICY_STATUS": {
+        "ACTIVE": "Active",
+        "INACTIVE": "Inactive"
+      },
+      "PRIORITY": {
+        "EARLIEST_CREATED": "Earliest created",
+        "LONGEST_WAITING": "Longest waiting"
+      },
+      "METHOD": {
+        "ROUND_ROBIN": "Round robin",
+        "BALANCED": "Balanced assignment"
+      },
+      "UPGRADE_PROMPT": "Custom assignment policies are available on the Business plan",
+      "UPGRADE_TO_BUSINESS": "Upgrade to Business",
+      "DEFAULT_POLICY_LINKED": "Default policy linked",
+      "DEFAULT_POLICY_DESCRIPTION": "Link a custom assignment policy to customize how conversations are assigned to agents in this inbox.",
+      "LINK_EXISTING_POLICY": "Link existing policy",
+      "CREATE_NEW_POLICY": "Create new policy",
+      "NO_POLICIES": "No assignment policies found",
+      "VIEW_ALL_POLICIES": "View all policies",
+      "CURRENT_BEHAVIOR": "Currently using default assignment behavior:",
+      "LINK_SUCCESS": "Assignment policy linked successfully",
+      "LINK_ERROR": "Failed to link assignment policy"
+    },
+    "ASSIGNMENT_POLICY": {
+      "DELETE_CONFIRM_TITLE": "Delete assignment policy?",
+      "DELETE_CONFIRM_MESSAGE": "Are you sure you want to remove this assignment policy from this inbox? The inbox will revert to default assignment rules.",
+      "CANCEL": "Cancel",
+      "CONFIRM_DELETE": "Delete",
+      "DELETE_SUCCESS": "Assignment policy removed successfully",
+      "DELETE_ERROR": "Failed to remove assignment policy"
+    },
     "FACEBOOK_REAUTHORIZE": {
       "TITLE": "Reauthorize",
       "SUBTITLE": "Your Facebook connection has expired, please reconnect your Facebook page to continue services",

app/javascript/dashboard/i18n/locale/en/report.json

@@ -128,11 +128,16 @@
   },
   "AGENT_REPORTS": {
     "HEADER": "Agents Overview",
-    "DESCRIPTION": "Easily track agent performance with key metrics such as conversations, response times, resolution times, and resolved cases. Click an agent’s name to learn more.",
+    "DESCRIPTION": "Easily track agent performance with key metrics such as conversations, response times, resolution times, and resolved cases. Click an agent's name to learn more.",
     "LOADING_CHART": "Loading chart data...",
     "NO_ENOUGH_DATA": "We've not received enough data points to generate report, Please try again later.",
     "DOWNLOAD_AGENT_REPORTS": "Download agent reports",
     "FILTER_DROPDOWN_LABEL": "Select Agent",
+    "FILTERS": {
+      "INPUT_PLACEHOLDER": {
+        "AGENTS": "Search agents"
+      }
+    },
     "METRICS": {
       "CONVERSATIONS": {
         "NAME": "Conversations",
@@ -201,6 +206,11 @@
     "NO_ENOUGH_DATA": "We've not received enough data points to generate report, Please try again later.",
     "DOWNLOAD_LABEL_REPORTS": "Download label reports",
     "FILTER_DROPDOWN_LABEL": "Select Label",
+    "FILTERS": {
+      "INPUT_PLACEHOLDER": {
+        "LABELS": "Search labels"
+      }
+    },
     "METRICS": {
       "CONVERSATIONS": {
         "NAME": "Conversations",
@@ -271,6 +281,11 @@
     "FILTER_DROPDOWN_LABEL": "Select Inbox",
     "ALL_INBOXES": "All Inboxes",
     "SEARCH_INBOX": "Search Inbox",
+    "FILTERS": {
+      "INPUT_PLACEHOLDER": {
+        "INBOXES": "Search inboxes"
+      }
+    },
     "METRICS": {
       "CONVERSATIONS": {
         "NAME": "Conversations",
@@ -334,11 +349,19 @@
   },
   "TEAM_REPORTS": {
     "HEADER": "Team Overview",
-    "DESCRIPTION": "Get a snapshot of your team’s performance with essential metrics, including conversations, response times, resolution times, and resolved cases. Click a team name for more details.",
+    "DESCRIPTION": "Get a snapshot of your team's performance with essential metrics, including conversations, response times, resolution times, and resolved cases. Click a team name for more details.",
     "LOADING_CHART": "Loading chart data...",
     "NO_ENOUGH_DATA": "We've not received enough data points to generate report, Please try again later.",
     "DOWNLOAD_TEAM_REPORTS": "Download team reports",
     "FILTER_DROPDOWN_LABEL": "Select Team",
+    "FILTERS": {
+      "ADD_FILTER": "Add filter",
+      "CLEAR_ALL": "Clear all",
+      "NO_FILTER": "No filters available",
+      "INPUT_PLACEHOLDER": {
+        "TEAMS": "Search teams"
+      }
+    },
     "METRICS": {
       "CONVERSATIONS": {
         "NAME": "Conversations",

app/javascript/dashboard/i18n/locale/en/settings.json

@@ -694,7 +694,8 @@
         "CREATE_BUTTON": "Create policy",
         "API": {
           "SUCCESS_MESSAGE": "Assignment policy created successfully",
-          "ERROR_MESSAGE": "Failed to create assignment policy"
+          "ERROR_MESSAGE": "Failed to create assignment policy",
+          "INBOX_LINKED": "Inbox has been linked to the policy"
         }
       },
       "EDIT": {
@@ -708,6 +709,12 @@
           "CONFIRM_BUTTON_LABEL": "Continue",
           "CANCEL_BUTTON_LABEL": "Cancel"
         },
+        "INBOX_LINK_PROMPT": {
+          "TITLE": "Link inbox to policy",
+          "DESCRIPTION": "Would you like to link this inbox to the assignment policy?",
+          "LINK_BUTTON": "Link inbox",
+          "CANCEL_BUTTON": "Skip"
+        },
         "API": {
           "SUCCESS_MESSAGE": "Assignment policy updated successfully",
           "ERROR_MESSAGE": "Failed to update assignment policy"
@@ -746,7 +753,9 @@
           },
           "BALANCED": {
             "LABEL": "Balanced",
-            "DESCRIPTION": "Assign conversations based on available capacity."
+            "DESCRIPTION": "Assign conversations based on available capacity.",
+            "PREMIUM_MESSAGE": "Upgrade to access balanced assignment and agent capacity management.",
+            "PREMIUM_BADGE": "Premium"
           }
         },
         "ASSIGNMENT_PRIORITY": {
@@ -832,6 +841,20 @@
             "SUCCESS_MESSAGE": "Agent removed from policy successfully",
             "ERROR_MESSAGE": "Failed to remove agent from policy"
           }
+        },
+        "INBOX_LIMIT_API": {
+          "ADD": {
+            "SUCCESS_MESSAGE": "Inbox limit added successfully",
+            "ERROR_MESSAGE": "Failed to add inbox limit"
+          },
+          "UPDATE": {
+            "SUCCESS_MESSAGE": "Inbox limit updated successfully",
+            "ERROR_MESSAGE": "Failed to update inbox limit"
+          },
+          "DELETE": {
+            "SUCCESS_MESSAGE": "Inbox limit deleted successfully",
+            "ERROR_MESSAGE": "Failed to delete inbox limit"
+          }
         }
       },
       "FORM": {

app/javascript/dashboard/modules/contact/ContactMergeModal.vue

@@ -1,91 +1,101 @@
-<script>
+<script setup>
+import { ref, watch } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useStore } from 'vuex';
 import { useAlert, useTrack } from 'dashboard/composables';
+import { useMapGetter } from 'dashboard/composables/store';
+
 import MergeContact from 'dashboard/modules/contact/components/MergeContact.vue';
-
+import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
 import ContactAPI from 'dashboard/api/contacts';
-
-import { mapGetters } from 'vuex';
 import { CONTACTS_EVENTS } from '../../helper/AnalyticsHelper/events';
 
-export default {
-  components: { MergeContact },
-  props: {
-    show: {
-      type: Boolean,
-      default: false,
-    },
-    primaryContact: {
-      type: Object,
-      required: true,
-    },
-  },
-  emits: ['close', 'update:show'],
-  data() {
-    return {
-      isSearching: false,
-      searchResults: [],
-    };
-  },
-  computed: {
-    ...mapGetters({
-      uiFlags: 'contacts/getUIFlags',
-    }),
-    localShow: {
-      get() {
-        return this.show;
-      },
-      set(value) {
-        this.$emit('update:show', value);
-      },
-    },
+const props = defineProps({
+  primaryContact: {
+    type: Object,
+    required: true,
   },
+});
 
-  methods: {
-    onClose() {
-      this.$emit('close');
-    },
-    async onContactSearch(query) {
-      this.isSearching = true;
-      this.searchResults = [];
+const emit = defineEmits(['close']);
 
-      try {
-        const {
-          data: { payload },
-        } = await ContactAPI.search(query);
-        this.searchResults = payload.filter(
-          contact => contact.id !== this.primaryContact.id
-        );
-      } catch (error) {
-        useAlert(this.$t('MERGE_CONTACTS.SEARCH.ERROR_MESSAGE'));
-      } finally {
-        this.isSearching = false;
-      }
-    },
-    async onMergeContacts(parentContactId) {
-      useTrack(CONTACTS_EVENTS.MERGED_CONTACTS);
-      try {
-        await this.$store.dispatch('contacts/merge', {
-          childId: this.primaryContact.id,
-          parentId: parentContactId,
-        });
-        useAlert(this.$t('MERGE_CONTACTS.FORM.SUCCESS_MESSAGE'));
-        this.onClose();
-      } catch (error) {
-        useAlert(this.$t('MERGE_CONTACTS.FORM.ERROR_MESSAGE'));
-      }
-    },
-  },
+const { t } = useI18n();
+const store = useStore();
+const uiFlags = useMapGetter('contacts/getUIFlags');
+
+const dialogRef = ref(null);
+const isSearching = ref(false);
+const searchResults = ref([]);
+
+watch(
+  () => props.primaryContact.id,
+  () => {
+    isSearching.value = false;
+    searchResults.value = [];
+  }
+);
+
+const open = () => {
+  dialogRef.value?.open();
+};
+
+const close = () => {
+  dialogRef.value?.close();
+};
+
+defineExpose({ open, close });
+
+const onClose = () => {
+  close();
+  emit('close');
+};
+
+const onContactSearch = async query => {
+  isSearching.value = true;
+  searchResults.value = [];
+
+  try {
+    const {
+      data: { payload },
+    } = await ContactAPI.search(query);
+    searchResults.value = payload.filter(
+      contact => contact.id !== props.primaryContact.id
+    );
+  } catch (error) {
+    useAlert(t('MERGE_CONTACTS.SEARCH.ERROR_MESSAGE'));
+  } finally {
+    isSearching.value = false;
+  }
+};
+
+const onMergeContacts = async parentContactId => {
+  useTrack(CONTACTS_EVENTS.MERGED_CONTACTS);
+  try {
+    await store.dispatch('contacts/merge', {
+      childId: props.primaryContact.id,
+      parentId: parentContactId,
+    });
+    useAlert(t('MERGE_CONTACTS.FORM.SUCCESS_MESSAGE'));
+    close();
+    emit('close');
+  } catch (error) {
+    useAlert(t('MERGE_CONTACTS.FORM.ERROR_MESSAGE'));
+  }
 };
 </script>
 
 <template>
-  <woot-modal v-model:show="localShow" :on-close="onClose">
-    <woot-modal-header
-      :header-title="$t('MERGE_CONTACTS.TITLE')"
-      :header-content="$t('MERGE_CONTACTS.DESCRIPTION')"
-    />
-
+  <Dialog
+    ref="dialogRef"
+    type="edit"
+    width="2xl"
+    :title="$t('MERGE_CONTACTS.TITLE')"
+    :description="$t('MERGE_CONTACTS.DESCRIPTION')"
+    :show-cancel-button="false"
+    :show-confirm-button="false"
+  >
     <MergeContact
+      :key="primaryContact.id"
       :primary-contact="primaryContact"
       :is-searching="isSearching"
       :is-merging="uiFlags.isMerging"
@@ -94,5 +104,5 @@ export default {
       @cancel="onClose"
       @submit="onMergeContacts"
     />
-  </woot-modal>
+  </Dialog>
 </template>

app/javascript/dashboard/modules/contact/components/ContactDropdownItem.vue

@@ -1,87 +0,0 @@
-<script setup>
-import Avatar from 'next/avatar/Avatar.vue';
-
-defineProps({
-  name: {
-    type: String,
-    default: '',
-  },
-  thumbnail: {
-    type: String,
-    default: '',
-  },
-  email: {
-    type: String,
-    default: '',
-  },
-  phoneNumber: {
-    type: String,
-    default: '',
-  },
-  identifier: {
-    type: [String, Number],
-    required: true,
-  },
-});
-</script>
-
-<template>
-  <div class="option-item--user">
-    <Avatar :src="thumbnail" :size="28" :name="name" rounded-full />
-    <div class="option__user-data">
-      <h5 class="option__title">
-        {{ name }}
-        <span v-if="identifier" class="user-identifier">
-          {{ $t('MERGE_CONTACTS.DROPDOWN_ITEM.ID', { identifier }) }}
-        </span>
-      </h5>
-      <p class="option__body">
-        <span v-if="email" class="email-icon-wrap">
-          <fluent-icon class="merge-contact--icon" icon="mail" size="12" />
-          {{ email }}
-        </span>
-        <span v-if="phoneNumber" class="phone-icon-wrap">
-          <fluent-icon class="merge-contact--icon" icon="call" size="12" />
-          {{ phoneNumber }}
-        </span>
-        <span v-if="!phoneNumber && !email">{{ '---' }}</span>
-      </p>
-    </div>
-  </div>
-</template>
-
-<style lang="scss" scoped>
-.option-item--user {
-  @apply flex items-center;
-}
-.user-identifier {
-  @apply text-xs ml-0.5 text-n-slate-12;
-}
-.option__user-data {
-  @apply flex flex-col flex-grow ml-2 mr-2;
-}
-.option__body,
-.option__title {
-  @apply flex items-center justify-start leading-[1.2] text-sm;
-}
-.option__body .icon {
-  @apply relative top-px mr-0.5 rtl:mr-0 rtl:ml-0.5;
-}
-.option__title {
-  @apply text-n-slate-12 font-medium mb-0.5;
-}
-.option__body {
-  @apply text-xs text-n-slate-12 mt-1;
-}
-
-.option__user-data .option__body {
-  > .phone-icon-wrap,
-  > .email-icon-wrap {
-    @apply w-auto flex items-center;
-  }
-}
-
-.merge-contact--icon {
-  @apply -mb-0.5 mr-0.5;
-}
-</style>

app/javascript/dashboard/modules/contact/components/MergeContact.vue

@@ -1,174 +1,105 @@
-<script>
+<script setup>
+import { ref, computed } from 'vue';
 import { required } from '@vuelidate/validators';
 import { useVuelidate } from '@vuelidate/core';
+import { useI18n } from 'vue-i18n';
 
 import MergeContactSummary from 'dashboard/modules/contact/components/MergeContactSummary.vue';
-import ContactDropdownItem from './ContactDropdownItem.vue';
+import ContactMergeForm from 'dashboard/components-next/Contacts/ContactsForm/ContactMergeForm.vue';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 
-export default {
-  components: { MergeContactSummary, ContactDropdownItem, NextButton },
-  props: {
-    primaryContact: {
-      type: Object,
-      required: true,
-    },
-    isSearching: {
-      type: Boolean,
-      default: false,
-    },
-    isMerging: {
-      type: Boolean,
-      default: false,
-    },
-    searchResults: {
-      type: Array,
-      default: () => [],
-    },
+const props = defineProps({
+  primaryContact: {
+    type: Object,
+    required: true,
   },
-  emits: ['search', 'submit', 'cancel'],
-  setup() {
-    return { v$: useVuelidate() };
+  isSearching: {
+    type: Boolean,
+    default: false,
   },
-  validations: {
-    primaryContact: {
-      required,
-    },
-    parentContact: {
-      required,
-    },
+  isMerging: {
+    type: Boolean,
+    default: false,
   },
-  data() {
-    return {
-      parentContact: undefined,
-    };
+  searchResults: {
+    type: Array,
+    default: () => [],
   },
+});
 
-  computed: {
-    parentContactName() {
-      return this.parentContact ? this.parentContact.name : '';
+const emit = defineEmits(['search', 'submit', 'cancel']);
+
+const { t } = useI18n();
+
+const parentContactId = ref(null);
+
+const validationRules = {
+  parentContactId: { required },
+};
+
+const v$ = useVuelidate(validationRules, { parentContactId });
+
+const parentContact = computed(() => {
+  if (!parentContactId.value) return null;
+  return props.searchResults.find(
+    contact => contact.id === parentContactId.value
+  );
+});
+
+const parentContactName = computed(() => {
+  return parentContact.value ? parentContact.value.name : '';
+});
+
+const primaryContactList = computed(() => {
+  return props.searchResults.map(contact => ({
+    id: contact.id,
+    label: contact.name,
+    value: contact.id,
+    meta: {
+      thumbnail: contact.thumbnail,
+      email: contact.email,
+      phoneNumber: contact.phone_number,
     },
-  },
-  methods: {
-    searchChange(query) {
-      this.$emit('search', query);
-    },
-    onSubmit() {
-      this.v$.$touch();
-      if (this.v$.$invalid) {
-        return;
-      }
-      this.$emit('submit', this.parentContact.id);
-    },
-    onCancel() {
-      this.$emit('cancel');
-    },
-  },
+  }));
+});
+
+const hasValidationError = computed(() => v$.value.parentContactId.$error);
+const validationErrorMessage = computed(() => {
+  if (v$.value.parentContactId.$error) {
+    return t('MERGE_CONTACTS.FORM.CHILD_CONTACT.ERROR');
+  }
+  return '';
+});
+
+const onSearch = query => {
+  emit('search', query);
+};
+
+const onSubmit = () => {
+  v$.value.$touch();
+  if (v$.value.$invalid) {
+    return;
+  }
+  emit('submit', parentContactId.value);
+};
+
+const onCancel = () => {
+  emit('cancel');
 };
 </script>
 
 <template>
   <form @submit.prevent="onSubmit">
-    <div>
-      <div>
-        <div
-          class="mt-1 multiselect-wrap--medium"
-          :class="{ error: v$.parentContact.$error }"
-        >
-          <label class="multiselect__label">
-            {{ $t('MERGE_CONTACTS.PARENT.TITLE') }}
-            <woot-label
-              :title="$t('MERGE_CONTACTS.PARENT.HELP_LABEL')"
-              color-scheme="success"
-              small
-              class="ml-2"
-            />
-          </label>
-          <multiselect
-            v-model="parentContact"
-            :options="searchResults"
-            label="name"
-            track-by="id"
-            :internal-search="false"
-            :clear-on-select="false"
-            :show-labels="false"
-            :placeholder="$t('MERGE_CONTACTS.PARENT.PLACEHOLDER')"
-            allow-empty
-            :loading="isSearching"
-            :max-height="150"
-            open-direction="top"
-            @search-change="searchChange"
-          >
-            <template #singleLabel="props">
-              <ContactDropdownItem
-                :thumbnail="props.option.thumbnail"
-                :identifier="props.option.id"
-                :name="props.option.name"
-                :email="props.option.email"
-                :phone-number="props.option.phone_number"
-              />
-            </template>
-            <template #option="props">
-              <ContactDropdownItem
-                :thumbnail="props.option.thumbnail"
-                :identifier="props.option.id"
-                :name="props.option.name"
-                :email="props.option.email"
-                :phone-number="props.option.phone_number"
-              />
-            </template>
-            <template #noResult>
-              <span>
-                {{ $t('AGENT_MGMT.SEARCH.NO_RESULTS') }}
-              </span>
-            </template>
-          </multiselect>
-          <span v-if="v$.parentContact.$error" class="message">
-            {{ $t('MERGE_CONTACTS.FORM.CHILD_CONTACT.ERROR') }}
-          </span>
-        </div>
-      </div>
-      <div class="flex multiselect-wrap--medium">
-        <div
-          class="w-8 relative text-base text-n-strong after:content-[''] after:h-12 after:w-0 ltr:after:left-4 rtl:after:right-4 after:absolute after:border-l after:border-solid after:border-n-strong before:content-[''] before:h-0 before:w-4 ltr:before:left-4 rtl:before:right-4 before:top-12 before:absolute before:border-b before:border-solid before:border-n-strong"
-        >
-          <fluent-icon
-            icon="arrow-up"
-            class="absolute -top-1 ltr:left-2 rtl:right-2"
-            size="17"
-          />
-        </div>
-        <div class="flex flex-col w-full ltr:pl-8 rtl:pr-8">
-          <label class="multiselect__label">
-            {{ $t('MERGE_CONTACTS.PRIMARY.TITLE') }}
-            <woot-label
-              :title="$t('MERGE_CONTACTS.PRIMARY.HELP_LABEL')"
-              color-scheme="alert"
-              small
-              class="ml-2"
-            />
-          </label>
-          <multiselect
-            :model-value="primaryContact"
-            disabled
-            :options="[]"
-            :show-labels="false"
-            label="name"
-            track-by="id"
-          >
-            <template #singleLabel="props">
-              <ContactDropdownItem
-                :thumbnail="props.option.thumbnail"
-                :name="props.option.name"
-                :identifier="props.option.id"
-                :email="props.option.email"
-                :phone-number="props.option.phoneNumber"
-              />
-            </template>
-          </multiselect>
-        </div>
-      </div>
-    </div>
+    <ContactMergeForm
+      :selected-contact="primaryContact"
+      :primary-contact-id="parentContactId"
+      :primary-contact-list="primaryContactList"
+      :is-searching="isSearching"
+      :has-error="hasValidationError"
+      :error-message="validationErrorMessage"
+      @update:primary-contact-id="parentContactId = $event"
+      @search="onSearch"
+    />
     <MergeContactSummary
       :primary-contact-name="primaryContact.name"
       :parent-contact-name="parentContactName"
@@ -189,32 +120,3 @@ export default {
     </div>
   </form>
 </template>
-
-<style lang="scss" scoped>
-/* TDOD: Clean errors in forms style */
-.error .message {
-  @apply mt-0;
-}
-
-::v-deep {
-  .multiselect {
-    @apply rounded-md;
-  }
-
-  .multiselect--disabled {
-    @apply border-0;
-
-    .multiselect__tags {
-      @apply border;
-    }
-  }
-
-  .multiselect__tags {
-    @apply h-auto;
-  }
-
-  .multiselect__select {
-    @apply mt-px mr-1;
-  }
-}
-</style>

app/javascript/dashboard/routes/dashboard/conversation/ConversationAction.vue

@@ -85,7 +85,10 @@ export default {
       },
       set(agent) {
         const agentId = agent ? agent.id : null;
-        this.$store.dispatch('setCurrentChatAssignee', agent);
+        this.$store.dispatch('setCurrentChatAssignee', {
+          conversationId: this.currentChat.id,
+          assignee: agent,
+        });
         this.$store
           .dispatch('assignAgent', {
             conversationId: this.currentChat.id,

app/javascript/dashboard/routes/dashboard/conversation/contact/ContactForm.vue

@@ -11,11 +11,13 @@ import { isPhoneNumberValid } from 'shared/helpers/Validators';
 import parsePhoneNumber from 'libphonenumber-js';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 import Avatar from 'next/avatar/Avatar.vue';
+import ComboBox from 'dashboard/components-next/combobox/ComboBox.vue';
 
 export default {
   components: {
     NextButton,
     Avatar,
+    ComboBox,
   },
   props: {
     contact: {
@@ -133,6 +135,12 @@ export default {
       if (!name && !id) return '';
       return `${name} (${id})`;
     },
+    onCountryChange(value) {
+      const selected = this.countries.find(c => c.id === value);
+      this.country = selected
+        ? { id: selected.id, name: selected.name }
+        : { id: '', name: '' };
+    },
     setDialCode() {
       if (
         this.phoneNumber !== '' &&
@@ -363,26 +371,23 @@ export default {
       :label="$t('CONTACT_FORM.FORM.COMPANY_NAME.LABEL')"
       :placeholder="$t('CONTACT_FORM.FORM.COMPANY_NAME.PLACEHOLDER')"
     />
-    <div>
-      <div class="w-full">
-        <label>
-          {{ $t('CONTACT_FORM.FORM.COUNTRY.LABEL') }}
-        </label>
-        <multiselect
-          v-model="country"
-          track-by="id"
-          label="name"
-          :placeholder="$t('CONTACT_FORM.FORM.COUNTRY.PLACEHOLDER')"
-          selected-label
-          :select-label="$t('CONTACT_FORM.FORM.COUNTRY.SELECT_PLACEHOLDER')"
-          :deselect-label="$t('CONTACT_FORM.FORM.COUNTRY.REMOVE')"
-          :custom-label="countryNameWithCode"
-          :max-height="160"
-          :options="countries"
-          allow-empty
-          :option-height="104"
-        />
-      </div>
+    <div class="w-full mb-4">
+      <label>
+        {{ $t('CONTACT_FORM.FORM.COUNTRY.LABEL') }}
+      </label>
+      <ComboBox
+        :model-value="country.id"
+        :options="
+          countries.map(c => ({
+            value: c.id,
+            label: countryNameWithCode(c),
+          }))
+        "
+        class="[&>div>button]:!bg-n-alpha-black2"
+        :placeholder="$t('CONTACT_FORM.FORM.COUNTRY.PLACEHOLDER')"
+        :search-placeholder="$t('CONTACT_FORM.FORM.COUNTRY.SELECT_PLACEHOLDER')"
+        @update:model-value="onCountryChange"
+      />
     </div>
     <woot-input
       v-model="city"
@@ -426,11 +431,3 @@ export default {
     </div>
   </form>
 </template>
-
-<style scoped lang="scss">
-::v-deep {
-  .multiselect .multiselect__tags .multiselect__single {
-    @apply pl-0;
-  }
-}
-</style>

app/javascript/dashboard/routes/dashboard/conversation/contact/ContactInfo.vue

@@ -51,7 +51,6 @@ export default {
   data() {
     return {
       showEditModal: false,
-      showMergeModal: false,
       showDeleteModal: false,
     };
   },
@@ -167,11 +166,8 @@ export default {
         );
       }
     },
-    closeMergeModal() {
-      this.showMergeModal = false;
-    },
     openMergeModal() {
-      this.showMergeModal = true;
+      this.$refs.mergeModal?.open();
     },
   },
 };
@@ -324,12 +320,7 @@ export default {
         :contact="contact"
         @cancel="toggleEditModal"
       />
-      <ContactMergeModal
-        v-if="showMergeModal"
-        :primary-contact="contact"
-        :show="showMergeModal"
-        @close="closeMergeModal"
-      />
+      <ContactMergeModal ref="mergeModal" :primary-contact="contact" />
     </div>
     <woot-delete-modal
       v-if="showDeleteModal"

app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/Index.vue

@@ -1,54 +1,81 @@
 <script setup>
 import { computed } from 'vue';
 import { useI18n } from 'vue-i18n';
-import { useRouter } from 'vue-router';
+import { useRouter, useRoute } from 'vue-router';
+import { useMapGetter } from 'dashboard/composables/store';
 import BaseSettingsHeader from '../components/BaseSettingsHeader.vue';
 import SettingsLayout from '../SettingsLayout.vue';
 import AssignmentCard from 'dashboard/components-next/AssignmentPolicy/AssignmentCard/AssignmentCard.vue';
 
 const router = useRouter();
+const route = useRoute();
 const { t } = useI18n();
 
-const agentAssignments = computed(() => [
-  {
-    key: 'agent_assignment_policy_index',
-    title: t('ASSIGNMENT_POLICY.INDEX.ASSIGNMENT_POLICY.TITLE'),
-    description: t('ASSIGNMENT_POLICY.INDEX.ASSIGNMENT_POLICY.DESCRIPTION'),
-    features: [
-      {
-        icon: 'i-lucide-circle-fading-arrow-up',
-        label: t('ASSIGNMENT_POLICY.INDEX.ASSIGNMENT_POLICY.FEATURES.0'),
-      },
-      {
-        icon: 'i-lucide-scale',
-        label: t('ASSIGNMENT_POLICY.INDEX.ASSIGNMENT_POLICY.FEATURES.1'),
-      },
-      {
-        icon: 'i-lucide-inbox',
-        label: t('ASSIGNMENT_POLICY.INDEX.ASSIGNMENT_POLICY.FEATURES.2'),
-      },
-    ],
-  },
-  {
-    key: 'agent_capacity_policy_index',
-    title: t('ASSIGNMENT_POLICY.INDEX.AGENT_CAPACITY_POLICY.TITLE'),
-    description: t('ASSIGNMENT_POLICY.INDEX.AGENT_CAPACITY_POLICY.DESCRIPTION'),
-    features: [
-      {
-        icon: 'i-lucide-glass-water',
-        label: t('ASSIGNMENT_POLICY.INDEX.AGENT_CAPACITY_POLICY.FEATURES.0'),
-      },
-      {
-        icon: 'i-lucide-circle-minus',
-        label: t('ASSIGNMENT_POLICY.INDEX.AGENT_CAPACITY_POLICY.FEATURES.1'),
-      },
-      {
-        icon: 'i-lucide-users-round',
-        label: t('ASSIGNMENT_POLICY.INDEX.AGENT_CAPACITY_POLICY.FEATURES.2'),
-      },
-    ],
-  },
-]);
+const accountId = computed(() => Number(route.params.accountId));
+const isFeatureEnabledonAccount = useMapGetter(
+  'accounts/isFeatureEnabledonAccount'
+);
+
+const agentAssignments = computed(() => {
+  const assignments = [
+    {
+      key: 'agent_assignment_policy_index',
+      title: t('ASSIGNMENT_POLICY.INDEX.ASSIGNMENT_POLICY.TITLE'),
+      description: t('ASSIGNMENT_POLICY.INDEX.ASSIGNMENT_POLICY.DESCRIPTION'),
+      features: [
+        {
+          icon: 'i-lucide-circle-fading-arrow-up',
+          label: t('ASSIGNMENT_POLICY.INDEX.ASSIGNMENT_POLICY.FEATURES.0'),
+        },
+        {
+          icon: 'i-lucide-scale',
+          label: t('ASSIGNMENT_POLICY.INDEX.ASSIGNMENT_POLICY.FEATURES.1'),
+        },
+        {
+          icon: 'i-lucide-inbox',
+          label: t('ASSIGNMENT_POLICY.INDEX.ASSIGNMENT_POLICY.FEATURES.2'),
+        },
+      ],
+    },
+  ];
+
+  // Only show Agent Capacity if BOTH assignment_v2 AND advanced_assignment are enabled
+  // advanced_assignment identifies premium users
+  const hasAssignmentV2 = isFeatureEnabledonAccount.value(
+    accountId.value,
+    'assignment_v2'
+  );
+  const hasAdvancedAssignment = isFeatureEnabledonAccount.value(
+    accountId.value,
+    'advanced_assignment'
+  );
+
+  if (hasAssignmentV2 && hasAdvancedAssignment) {
+    assignments.push({
+      key: 'agent_capacity_policy_index',
+      title: t('ASSIGNMENT_POLICY.INDEX.AGENT_CAPACITY_POLICY.TITLE'),
+      description: t(
+        'ASSIGNMENT_POLICY.INDEX.AGENT_CAPACITY_POLICY.DESCRIPTION'
+      ),
+      features: [
+        {
+          icon: 'i-lucide-glass-water',
+          label: t('ASSIGNMENT_POLICY.INDEX.AGENT_CAPACITY_POLICY.FEATURES.0'),
+        },
+        {
+          icon: 'i-lucide-circle-minus',
+          label: t('ASSIGNMENT_POLICY.INDEX.AGENT_CAPACITY_POLICY.FEATURES.1'),
+        },
+        {
+          icon: 'i-lucide-users-round',
+          label: t('ASSIGNMENT_POLICY.INDEX.AGENT_CAPACITY_POLICY.FEATURES.2'),
+        },
+      ],
+    });
+  }
+
+  return assignments;
+});
 
 const handleClick = key => {
   router.push({ name: key });

app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/assignmentPolicy.routes.js

@@ -62,7 +62,7 @@ export default {
           name: 'agent_capacity_policy_index',
           component: AgentCapacityIndex,
           meta: {
-            featureFlag: FEATURE_FLAGS.ASSIGNMENT_V2,
+            featureFlag: FEATURE_FLAGS.ADVANCED_ASSIGNMENT,
             permissions: ['administrator'],
           },
         },
@@ -71,7 +71,7 @@ export default {
           name: 'agent_capacity_policy_create',
           component: AgentCapacityCreate,
           meta: {
-            featureFlag: FEATURE_FLAGS.ASSIGNMENT_V2,
+            featureFlag: FEATURE_FLAGS.ADVANCED_ASSIGNMENT,
             permissions: ['administrator'],
           },
         },
@@ -80,7 +80,7 @@ export default {
           name: 'agent_capacity_policy_edit',
           component: AgentCapacityEdit,
           meta: {
-            featureFlag: FEATURE_FLAGS.ASSIGNMENT_V2,
+            featureFlag: FEATURE_FLAGS.ADVANCED_ASSIGNMENT,
             permissions: ['administrator'],
           },
         },

app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentAssignmentCreatePage.vue

@@ -2,13 +2,14 @@
 import { computed, ref } from 'vue';
 import { useI18n } from 'vue-i18n';
 import { useStore, useMapGetter } from 'dashboard/composables/store';
-import { useRouter } from 'vue-router';
+import { useRoute, useRouter } from 'vue-router';
 import { useAlert } from 'dashboard/composables';
 
 import Breadcrumb from 'dashboard/components-next/breadcrumb/Breadcrumb.vue';
 import SettingsLayout from 'dashboard/routes/dashboard/settings/SettingsLayout.vue';
 import AssignmentPolicyForm from 'dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/AgentAssignmentPolicyForm.vue';
 
+const route = useRoute();
 const router = useRouter();
 const store = useStore();
 const { t } = useI18n();
@@ -16,20 +17,50 @@ const { t } = useI18n();
 const formRef = ref(null);
 const uiFlags = useMapGetter('assignmentPolicies/getUIFlags');
 
-const breadcrumbItems = computed(() => [
-  {
-    label: t('ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.INDEX.HEADER.TITLE'),
-    routeName: 'agent_assignment_policy_index',
-  },
-  {
-    label: t('ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.CREATE.HEADER.TITLE'),
-  },
-]);
+const inboxIdFromQuery = computed(() => {
+  const id = route.query.inboxId;
+  return id ? Number(id) : null;
+});
+
+const breadcrumbItems = computed(() => {
+  if (inboxIdFromQuery.value) {
+    return [
+      {
+        label: t('INBOX_MGMT.SETTINGS'),
+        routeName: 'settings_inbox_show',
+        params: { inboxId: inboxIdFromQuery.value },
+      },
+      {
+        label: t(
+          'ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.CREATE.HEADER.TITLE'
+        ),
+      },
+    ];
+  }
+  return [
+    {
+      label: t('ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.INDEX.HEADER.TITLE'),
+      routeName: 'agent_assignment_policy_index',
+    },
+    {
+      label: t('ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.CREATE.HEADER.TITLE'),
+    },
+  ];
+});
 
 const handleBreadcrumbClick = item => {
-  router.push({
-    name: item.routeName,
-  });
+  if (item.params) {
+    const accountId = route.params.accountId;
+    const inboxId = item.params.inboxId;
+    // Navigate using explicit path to ensure tab parameter is included
+    router.push(
+      `/app/accounts/${accountId}/settings/inboxes/${inboxId}/collaborators`
+    );
+  } else {
+    router.push({
+      name: item.routeName,
+    });
+  }
 };
 
 const handleSubmit = async formState => {
@@ -45,6 +76,8 @@ const handleSubmit = async formState => {
       params: {
         id: policy.id,
       },
+      // Pass inboxId to edit page to show link prompt
+      query: inboxIdFromQuery.value ? { inboxId: inboxIdFromQuery.value } : {},
     });
   } catch (error) {
     useAlert(

app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentAssignmentEditPage.vue

@@ -14,6 +14,7 @@ import Breadcrumb from 'dashboard/components-next/breadcrumb/Breadcrumb.vue';
 import SettingsLayout from 'dashboard/routes/dashboard/settings/SettingsLayout.vue';
 import AssignmentPolicyForm from 'dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/AgentAssignmentPolicyForm.vue';
 import ConfirmInboxDialog from 'dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/ConfirmInboxDialog.vue';
+import InboxLinkDialog from 'dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/InboxLinkDialog.vue';
 
 const BASE_KEY = 'ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY';
 
@@ -36,13 +37,46 @@ const confirmInboxDialogRef = ref(null);
 // Store the policy linked to the inbox when adding a new inbox
 const inboxLinkedPolicy = ref(null);
 
-const breadcrumbItems = computed(() => [
-  {
-    label: t(`${BASE_KEY}.INDEX.HEADER.TITLE`),
-    routeName: 'agent_assignment_policy_index',
-  },
-  { label: t(`${BASE_KEY}.EDIT.HEADER.TITLE`) },
-]);
+// Inbox linking prompt from create flow
+const inboxIdFromQuery = computed(() => {
+  const id = route.query.inboxId;
+  return id ? Number(id) : null;
+});
+
+const suggestedInbox = computed(() => {
+  if (!inboxIdFromQuery.value || !inboxes.value) return null;
+  return inboxes.value.find(inbox => inbox.id === inboxIdFromQuery.value);
+});
+
+const isLinkingInbox = ref(false);
+
+const dismissInboxLinkPrompt = () => {
+  router.replace({
+    name: route.name,
+    params: route.params,
+    query: {},
+  });
+};
+
+const breadcrumbItems = computed(() => {
+  if (inboxIdFromQuery.value) {
+    return [
+      {
+        label: t('INBOX_MGMT.SETTINGS'),
+        routeName: 'settings_inbox_show',
+        params: { inboxId: inboxIdFromQuery.value },
+      },
+      { label: t(`${BASE_KEY}.EDIT.HEADER.TITLE`) },
+    ];
+  }
+  return [
+    {
+      label: t(`${BASE_KEY}.INDEX.HEADER.TITLE`),
+      routeName: 'agent_assignment_policy_index',
+    },
+    { label: t(`${BASE_KEY}.EDIT.HEADER.TITLE`) },
+  ];
+});
 
 const buildInboxList = allInboxes =>
   allInboxes?.map(({ name, id, email, phoneNumber, channelType, medium }) => ({
@@ -66,22 +100,48 @@ const inboxList = computed(() =>
 const formData = computed(() => ({
   name: selectedPolicy.value?.name || '',
   description: selectedPolicy.value?.description || '',
-  enabled: selectedPolicy.value?.enabled || false,
+  enabled: true,
   assignmentOrder: selectedPolicy.value?.assignmentOrder || ROUND_ROBIN,
   conversationPriority:
     selectedPolicy.value?.conversationPriority || EARLIEST_CREATED,
-  fairDistributionLimit: selectedPolicy.value?.fairDistributionLimit || 10,
-  fairDistributionWindow: selectedPolicy.value?.fairDistributionWindow || 60,
+  fairDistributionLimit: selectedPolicy.value?.fairDistributionLimit || 100,
+  fairDistributionWindow: selectedPolicy.value?.fairDistributionWindow || 3600,
 }));
 
-const handleDeleteInbox = inboxId =>
-  store.dispatch('assignmentPolicies/removeInboxPolicy', {
-    policyId: selectedPolicy.value?.id,
-    inboxId,
-  });
+const handleDeleteInbox = async inboxId => {
+  try {
+    await store.dispatch('assignmentPolicies/removeInboxPolicy', {
+      policyId: selectedPolicy.value?.id,
+      inboxId,
+    });
+    useAlert(t(`${BASE_KEY}.EDIT.INBOX_API.REMOVE.SUCCESS_MESSAGE`));
+  } catch {
+    useAlert(t(`${BASE_KEY}.EDIT.INBOX_API.REMOVE.ERROR_MESSAGE`));
+  }
+};
 
-const handleBreadcrumbClick = ({ routeName }) =>
-  router.push({ name: routeName });
+const handleBreadcrumbClick = ({ routeName, params }) => {
+  if (params) {
+    const accountId = route.params.accountId;
+    const inboxId = params.inboxId;
+    // Navigate using explicit path to ensure tab parameter is included
+    router.push(
+      `/app/accounts/${accountId}/settings/inboxes/${inboxId}/collaborators`
+    );
+  } else {
+    router.push({ name: routeName });
+  }
+};
+
+const handleNavigateToInbox = inbox => {
+  router.push({
+    name: 'settings_inbox_show',
+    params: {
+      accountId: route.params.accountId,
+      inboxId: inbox.id,
+    },
+  });
+};
 
 const setInboxPolicy = async (inboxId, policyId) => {
   try {
@@ -122,6 +182,26 @@ const handleAddInbox = async inbox => {
   await setInboxPolicy(inbox?.id, selectedPolicy.value?.id);
 };
 
+const handleLinkSuggestedInbox = async () => {
+  if (!suggestedInbox.value) return;
+
+  isLinkingInbox.value = true;
+  const inbox = {
+    id: suggestedInbox.value.id,
+    name: suggestedInbox.value.name,
+  };
+
+  await handleAddInbox(inbox);
+
+  // Clear the query param after linking
+  router.replace({
+    name: route.name,
+    params: route.params,
+    query: {},
+  });
+  isLinkingInbox.value = false;
+};
+
 const handleConfirmAddInbox = async inboxId => {
   const success = await setInboxPolicy(inboxId, selectedPolicy.value?.id);
 
@@ -155,6 +235,11 @@ const handleSubmit = async formState => {
 const fetchPolicyData = async () => {
   if (!routeId.value) return;
 
+  // Fetch inboxes if not already loaded (needed for inbox link prompt)
+  if (!inboxes.value?.length) {
+    store.dispatch('inboxes/get');
+  }
+
   // Fetch policy if not available
   if (!selectedPolicy.value?.id)
     await store.dispatch('assignmentPolicies/show', routeId.value);
@@ -186,6 +271,7 @@ watch(routeId, fetchPolicyData, { immediate: true });
         @submit="handleSubmit"
         @add-inbox="handleAddInbox"
         @delete-inbox="handleDeleteInbox"
+        @navigate-to-inbox="handleNavigateToInbox"
       />
     </template>
 
@@ -193,5 +279,12 @@ watch(routeId, fetchPolicyData, { immediate: true });
       ref="confirmInboxDialogRef"
       @add="handleConfirmAddInbox"
     />
+
+    <InboxLinkDialog
+      :inbox="suggestedInbox"
+      :is-linking="isLinkingInbox"
+      @link="handleLinkSuggestedInbox"
+      @dismiss="dismissInboxLinkPrompt"
+    />
   </SettingsLayout>
 </template>

app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentCapacityEditPage.vue

@@ -92,43 +92,68 @@ const formData = computed(() => ({
 const handleBreadcrumbClick = ({ routeName }) =>
   router.push({ name: routeName });
 
-const handleDeleteUser = agentId => {
-  store.dispatch('agentCapacityPolicies/removeUser', {
-    policyId: selectedPolicyId.value,
-    userId: agentId,
-  });
+const handleDeleteUser = async agentId => {
+  try {
+    await store.dispatch('agentCapacityPolicies/removeUser', {
+      policyId: selectedPolicyId.value,
+      userId: agentId,
+    });
+    useAlert(t(`${BASE_KEY}.EDIT.AGENT_API.REMOVE.SUCCESS_MESSAGE`));
+  } catch {
+    useAlert(t(`${BASE_KEY}.EDIT.AGENT_API.REMOVE.ERROR_MESSAGE`));
+  }
 };
 
-const handleAddUser = agent => {
-  store.dispatch('agentCapacityPolicies/addUser', {
-    policyId: selectedPolicyId.value,
-    userData: { id: agent.id, capacity: 20 },
-  });
+const handleAddUser = async agent => {
+  try {
+    await store.dispatch('agentCapacityPolicies/addUser', {
+      policyId: selectedPolicyId.value,
+      userData: { id: agent.id, capacity: 20 },
+    });
+    useAlert(t(`${BASE_KEY}.EDIT.AGENT_API.ADD.SUCCESS_MESSAGE`));
+  } catch {
+    useAlert(t(`${BASE_KEY}.EDIT.AGENT_API.ADD.ERROR_MESSAGE`));
+  }
 };
 
-const handleDeleteInboxLimit = limitId => {
-  store.dispatch('agentCapacityPolicies/deleteInboxLimit', {
-    policyId: selectedPolicyId.value,
-    limitId,
-  });
+const handleDeleteInboxLimit = async limitId => {
+  try {
+    await store.dispatch('agentCapacityPolicies/deleteInboxLimit', {
+      policyId: selectedPolicyId.value,
+      limitId,
+    });
+    useAlert(t(`${BASE_KEY}.EDIT.INBOX_LIMIT_API.DELETE.SUCCESS_MESSAGE`));
+  } catch {
+    useAlert(t(`${BASE_KEY}.EDIT.INBOX_LIMIT_API.DELETE.ERROR_MESSAGE`));
+  }
 };
 
-const handleAddInboxLimit = limit => {
-  store.dispatch('agentCapacityPolicies/createInboxLimit', {
-    policyId: selectedPolicyId.value,
-    limitData: {
-      inboxId: limit.inboxId,
-      conversationLimit: limit.conversationLimit,
-    },
-  });
+const handleAddInboxLimit = async limit => {
+  try {
+    await store.dispatch('agentCapacityPolicies/createInboxLimit', {
+      policyId: selectedPolicyId.value,
+      limitData: {
+        inboxId: limit.inboxId,
+        conversationLimit: limit.conversationLimit,
+      },
+    });
+    useAlert(t(`${BASE_KEY}.EDIT.INBOX_LIMIT_API.ADD.SUCCESS_MESSAGE`));
+  } catch {
+    useAlert(t(`${BASE_KEY}.EDIT.INBOX_LIMIT_API.ADD.ERROR_MESSAGE`));
+  }
 };
 
-const handleLimitChange = limit => {
-  store.dispatch('agentCapacityPolicies/updateInboxLimit', {
-    policyId: selectedPolicyId.value,
-    limitId: limit.id,
-    limitData: { conversationLimit: limit.conversationLimit },
-  });
+const handleLimitChange = async limit => {
+  try {
+    await store.dispatch('agentCapacityPolicies/updateInboxLimit', {
+      policyId: selectedPolicyId.value,
+      limitId: limit.id,
+      limitData: { conversationLimit: limit.conversationLimit },
+    });
+    useAlert(t(`${BASE_KEY}.EDIT.INBOX_LIMIT_API.UPDATE.SUCCESS_MESSAGE`));
+  } catch {
+    useAlert(t(`${BASE_KEY}.EDIT.INBOX_LIMIT_API.UPDATE.ERROR_MESSAGE`));
+  }
 };
 
 const handleSubmit = async formState => {

app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/AgentAssignmentPolicyForm.vue

@@ -1,7 +1,8 @@
 <script setup>
 import { computed, reactive, ref, watch } from 'vue';
 import { useI18n } from 'vue-i18n';
-import { useConfig } from 'dashboard/composables/useConfig';
+import { useRoute } from 'vue-router';
+import { useMapGetter } from 'dashboard/composables/store';
 import BaseInfo from 'dashboard/components-next/AssignmentPolicy/components/BaseInfo.vue';
 import RadioCard from 'dashboard/components-next/AssignmentPolicy/components/RadioCard.vue';
 import FairDistribution from 'dashboard/components-next/AssignmentPolicy/components/FairDistribution.vue';
@@ -23,7 +24,6 @@ const props = defineProps({
     default: () => ({
       name: '',
       description: '',
-      enabled: false,
       assignmentOrder: ROUND_ROBIN,
       conversationPriority: EARLIEST_CREATED,
       fairDistributionLimit: DEFAULT_FAIR_DISTRIBUTION_LIMIT,
@@ -61,18 +61,24 @@ const emit = defineEmits([
   'submit',
   'addInbox',
   'deleteInbox',
+  'navigateToInbox',
   'validationChange',
 ]);
 
 const { t } = useI18n();
-const { isEnterprise } = useConfig();
+const route = useRoute();
+
+const accountId = computed(() => Number(route.params.accountId));
+const isFeatureEnabledonAccount = useMapGetter(
+  'accounts/isFeatureEnabledonAccount'
+);
 
 const BASE_KEY = 'ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY';
 
 const state = reactive({
   name: '',
   description: '',
-  enabled: false,
+  enabled: true,
   assignmentOrder: ROUND_ROBIN,
   conversationPriority: EARLIEST_CREATED,
   fairDistributionLimit: DEFAULT_FAIR_DISTRIBUTION_LIMIT,
@@ -83,20 +89,42 @@ const validationState = ref({
   isValid: false,
 });
 
-const createOption = (type, key, stateKey) => ({
+const createOption = (
+  type,
+  key,
+  stateKey,
+  disabled = false,
+  disabledMessage = ''
+) => ({
   key,
   label: t(`${BASE_KEY}.FORM.${type}.${key.toUpperCase()}.LABEL`),
   description: t(`${BASE_KEY}.FORM.${type}.${key.toUpperCase()}.DESCRIPTION`),
   isActive: state[stateKey] === key,
+  disabled,
+  disabledMessage,
 });
 
 const assignmentOrderOptions = computed(() => {
-  const options = OPTIONS.ORDER.filter(
-    key => isEnterprise || key !== 'balanced'
-  );
-  return options.map(key =>
-    createOption('ASSIGNMENT_ORDER', key, 'assignmentOrder')
+  const hasAdvancedAssignment = isFeatureEnabledonAccount.value(
+    accountId.value,
+    'advanced_assignment'
   );
+
+  return OPTIONS.ORDER.map(key => {
+    const isBalanced = key === 'balanced';
+    const disabled = isBalanced && !hasAdvancedAssignment;
+    const disabledMessage = disabled
+      ? t(`${BASE_KEY}.FORM.ASSIGNMENT_ORDER.BALANCED.PREMIUM_MESSAGE`)
+      : '';
+
+    return createOption(
+      'ASSIGNMENT_ORDER',
+      key,
+      'assignmentOrder',
+      disabled,
+      disabledMessage
+    );
+  });
 });
 
 const assignmentPriorityOptions = computed(() =>
@@ -131,7 +159,7 @@ const resetForm = () => {
   Object.assign(state, {
     name: '',
     description: '',
-    enabled: false,
+    enabled: true,
     assignmentOrder: ROUND_ROBIN,
     conversationPriority: EARLIEST_CREATED,
     fairDistributionLimit: DEFAULT_FAIR_DISTRIBUTION_LIMIT,
@@ -162,15 +190,10 @@ defineExpose({
       <BaseInfo
         v-model:policy-name="state.name"
         v-model:description="state.description"
-        v-model:enabled="state.enabled"
         :name-label="t(`${BASE_KEY}.FORM.NAME.LABEL`)"
         :name-placeholder="t(`${BASE_KEY}.FORM.NAME.PLACEHOLDER`)"
         :description-label="t(`${BASE_KEY}.FORM.DESCRIPTION.LABEL`)"
         :description-placeholder="t(`${BASE_KEY}.FORM.DESCRIPTION.PLACEHOLDER`)"
-        :status-label="t(`${BASE_KEY}.FORM.STATUS.LABEL`)"
-        :status-placeholder="
-          t(`${BASE_KEY}.FORM.STATUS.${state.enabled ? 'ACTIVE' : 'INACTIVE'}`)
-        "
         @validation-change="handleValidationChange"
       />
 
@@ -193,6 +216,8 @@ defineExpose({
                 :label="option.label"
                 :description="option.description"
                 :is-active="option.isActive"
+                :disabled="option.disabled"
+                :disabled-message="option.disabledMessage"
                 @select="state[section.key] = $event"
               />
             </div>
@@ -251,6 +276,7 @@ defineExpose({
         :is-fetching="isInboxLoading"
         :empty-state-message="t(`${BASE_KEY}.FORM.INBOXES.EMPTY_STATE`)"
         @delete="$emit('deleteInbox', $event)"
+        @navigate="$emit('navigateToInbox', $event)"
       />
     </div>
   </form>

app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/InboxLinkDialog.vue

@@ -0,0 +1,116 @@
+<script setup>
+import { ref, computed, watch, nextTick } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { getInboxIconByType } from 'dashboard/helper/inbox';
+
+import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
+
+const props = defineProps({
+  inbox: {
+    type: Object,
+    default: null,
+  },
+  isLinking: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits(['link', 'dismiss']);
+
+const { t } = useI18n();
+
+const dialogRef = ref(null);
+
+const inboxName = computed(() => props.inbox?.name || '');
+
+const inboxIcon = computed(() => {
+  if (!props.inbox) return 'i-lucide-inbox';
+  return getInboxIconByType(
+    props.inbox.channelType,
+    props.inbox.medium,
+    'line'
+  );
+});
+
+const openDialog = () => {
+  dialogRef.value?.open();
+};
+
+const closeDialog = () => {
+  dialogRef.value?.close();
+};
+
+const handleConfirm = () => {
+  emit('link');
+};
+
+const handleClose = () => {
+  emit('dismiss');
+};
+
+watch(
+  () => props.inbox,
+  async newInbox => {
+    if (newInbox) {
+      await nextTick();
+      openDialog();
+    } else {
+      closeDialog();
+    }
+  },
+  { immediate: true }
+);
+
+defineExpose({ openDialog, closeDialog });
+</script>
+
+<template>
+  <Dialog
+    ref="dialogRef"
+    type="edit"
+    :title="
+      t(
+        'ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.EDIT.INBOX_LINK_PROMPT.TITLE'
+      )
+    "
+    :confirm-button-label="
+      t(
+        'ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.EDIT.INBOX_LINK_PROMPT.LINK_BUTTON'
+      )
+    "
+    :cancel-button-label="
+      t(
+        'ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.EDIT.INBOX_LINK_PROMPT.CANCEL_BUTTON'
+      )
+    "
+    :is-loading="isLinking"
+    @confirm="handleConfirm"
+    @close="handleClose"
+  >
+    <template #description>
+      <p class="text-sm text-n-slate-11">
+        {{
+          t(
+            'ASSIGNMENT_POLICY.AGENT_ASSIGNMENT_POLICY.EDIT.INBOX_LINK_PROMPT.DESCRIPTION'
+          )
+        }}
+      </p>
+    </template>
+
+    <div
+      class="flex items-center gap-3 p-3 rounded-xl border border-n-weak bg-n-alpha-1"
+    >
+      <div
+        class="flex-shrink-0 size-10 rounded-lg bg-n-alpha-2 flex items-center justify-center"
+      >
+        <i :class="inboxIcon" class="text-lg text-n-slate-11" />
+      </div>
+      <div class="flex flex-col min-w-0">
+        <span class="text-sm font-medium text-n-slate-12 truncate">
+          {{ inboxName }}
+        </span>
+      </div>
+    </div>
+  </Dialog>
+</template>

app/javascript/dashboard/routes/dashboard/settings/attributes/AddAttribute.vue

@@ -7,10 +7,12 @@ import { convertToAttributeSlug } from 'dashboard/helper/commons.js';
 import { ATTRIBUTE_MODELS, ATTRIBUTE_TYPES } from './constants';
 
 import NextButton from 'dashboard/components-next/button/Button.vue';
+import TagInput from 'dashboard/components-next/taginput/TagInput.vue';
 
 export default {
   components: {
     NextButton,
+    TagInput,
   },
   props: {
     onClose: {
@@ -41,9 +43,8 @@ export default {
       regexCue: null,
       regexEnabled: false,
       values: [],
-      options: [],
       show: true,
-      isTouched: false,
+      tagInputTouched: false,
     };
   },
 
@@ -63,21 +64,21 @@ export default {
         option: this.$t(`ATTRIBUTES_MGMT.ATTRIBUTE_TYPES.${item.key}`),
       }));
     },
-    isMultiselectInvalid() {
-      return this.isTouched && this.values.length === 0;
-    },
-    isTagInputInvalid() {
+    isTagInputEmpty() {
       return this.isAttributeTypeList && this.values.length === 0;
     },
+    isTagInputInvalid() {
+      return this.tagInputTouched && this.isTagInputEmpty;
+    },
     attributeListValues() {
-      return this.values.map(item => item.name);
+      return this.values;
     },
     isButtonDisabled() {
       return (
         this.v$.displayName.$invalid ||
         this.v$.description.$invalid ||
         this.uiFlags.isCreating ||
-        this.isTagInputInvalid
+        this.isTagInputEmpty
       );
     },
     keyErrorMessage() {
@@ -119,17 +120,14 @@ export default {
     },
   },
 
+  watch: {
+    attributeType() {
+      this.tagInputTouched = false;
+      this.values = [];
+    },
+  },
+
   methods: {
-    addTagValue(tagValue) {
-      const tag = {
-        name: tagValue,
-      };
-      this.values.push(tag);
-      this.$refs.tagInput.$el.focus();
-    },
-    onTouch() {
-      this.isTouched = true;
-    },
     onDisplayNameChange() {
       this.attributeKey = convertToAttributeSlug(this.displayName);
     },
@@ -237,27 +235,25 @@ export default {
               {{ $t('ATTRIBUTES_MGMT.ADD.FORM.TYPE.ERROR') }}
             </span>
           </label>
-          <div v-if="isAttributeTypeList" class="multiselect--wrap">
-            <label>
+          <div v-if="isAttributeTypeList" class="mb-4">
+            <label class="mb-1 block">
               {{ $t('ATTRIBUTES_MGMT.ADD.FORM.TYPE.LIST.LABEL') }}
             </label>
-            <multiselect
-              ref="tagInput"
-              v-model="values"
-              :placeholder="
-                $t('ATTRIBUTES_MGMT.ADD.FORM.TYPE.LIST.PLACEHOLDER')
-              "
-              label="name"
-              track-by="name"
-              :class="{ invalid: isMultiselectInvalid }"
-              :options="options"
-              multiple
-              taggable
-              @close="onTouch"
-              @tag="addTagValue"
-            />
+            <div
+              class="rounded-xl border px-3 py-2"
+              :class="isTagInputInvalid ? 'border-n-ruby-9' : 'border-n-weak'"
+            >
+              <TagInput
+                v-model="values"
+                :placeholder="
+                  $t('ATTRIBUTES_MGMT.ADD.FORM.TYPE.LIST.PLACEHOLDER')
+                "
+                allow-create
+                @blur="tagInputTouched = true"
+              />
+            </div>
             <label
-              v-show="isMultiselectInvalid"
+              v-show="isTagInputInvalid"
               class="text-n-ruby-9 dark:text-n-ruby-9 text-sm font-normal mt-1"
             >
               {{ $t('ATTRIBUTES_MGMT.ADD.FORM.TYPE.LIST.ERROR') }}
@@ -312,22 +308,4 @@ export default {
   padding: 0 0.5rem 0.5rem 0;
   font-family: monospace;
 }
-
-.multiselect--wrap {
-  margin-bottom: 1rem;
-}
-
-::v-deep {
-  .multiselect {
-    margin-bottom: 0;
-  }
-
-  .multiselect__content-wrapper {
-    display: none;
-  }
-
-  .multiselect--active .multiselect__tags {
-    border-radius: 0.3125rem;
-  }
-}
 </style>

app/javascript/dashboard/routes/dashboard/settings/attributes/EditAttribute.vue

@@ -5,10 +5,12 @@ import { required, minLength } from '@vuelidate/validators';
 import { getRegexp } from 'shared/helpers/Validators';
 import { ATTRIBUTE_TYPES } from './constants';
 import NextButton from 'dashboard/components-next/button/Button.vue';
+import TagInput from 'dashboard/components-next/taginput/TagInput.vue';
 
 export default {
   components: {
     NextButton,
+    TagInput,
   },
   props: {
     selectedAttribute: {
@@ -35,8 +37,7 @@ export default {
       show: true,
       attributeKey: '',
       values: [],
-      options: [],
-      isTouched: true,
+      tagInputTouched: false,
     };
   },
   validations: {
@@ -65,20 +66,19 @@ export default {
       }));
     },
     setAttributeListValue() {
-      return this.selectedAttribute.attribute_values.map(values => ({
-        name: values,
-      }));
+      return this.selectedAttribute.attribute_values || [];
     },
     updatedAttributeListValues() {
-      return this.values.map(item => item.name);
+      return this.values;
     },
     isButtonDisabled() {
-      return this.v$.description.$invalid || this.isMultiselectInvalid;
+      return this.v$.description.$invalid || this.isTagInputEmpty;
     },
-    isMultiselectInvalid() {
-      return (
-        this.isAttributeTypeList && this.isTouched && this.values.length === 0
-      );
+    isTagInputEmpty() {
+      return this.isAttributeTypeList && this.values.length === 0;
+    },
+    isTagInputInvalid() {
+      return this.tagInputTouched && this.isTagInputEmpty;
     },
 
     pageTitle() {
@@ -116,13 +116,6 @@ export default {
     onClose() {
       this.$emit('onClose');
     },
-    addTagValue(tagValue) {
-      const tag = {
-        name: tagValue,
-      };
-      this.values.push(tag);
-      this.$refs.tagInput.$el.focus();
-    },
     setFormValues() {
       const regexPattern = this.selectedAttribute.regex_pattern
         ? getRegexp(this.selectedAttribute.regex_pattern).source
@@ -225,24 +218,25 @@ export default {
             {{ $t('ATTRIBUTES_MGMT.ADD.FORM.TYPE.ERROR') }}
           </span>
         </label>
-        <div v-if="isAttributeTypeList" class="multiselect--wrap">
-          <label>
+        <div v-if="isAttributeTypeList" class="mb-4">
+          <label class="mb-1 block">
             {{ $t('ATTRIBUTES_MGMT.EDIT.TYPE.LIST.LABEL') }}
           </label>
-          <multiselect
-            ref="tagInput"
-            v-model="values"
-            :placeholder="$t('ATTRIBUTES_MGMT.ADD.FORM.TYPE.LIST.PLACEHOLDER')"
-            label="name"
-            track-by="name"
-            :class="{ invalid: isMultiselectInvalid }"
-            :options="options"
-            multiple
-            taggable
-            @tag="addTagValue"
-          />
+          <div
+            class="rounded-xl border px-3 py-2"
+            :class="isTagInputInvalid ? 'border-n-ruby-9' : 'border-n-weak'"
+          >
+            <TagInput
+              v-model="values"
+              :placeholder="
+                $t('ATTRIBUTES_MGMT.ADD.FORM.TYPE.LIST.PLACEHOLDER')
+              "
+              allow-create
+              @blur="tagInputTouched = true"
+            />
+          </div>
           <label
-            v-show="isMultiselectInvalid"
+            v-show="isTagInputInvalid"
             class="text-n-ruby-9 dark:text-n-ruby-9 text-sm font-normal mt-1"
           >
             {{ $t('ATTRIBUTES_MGMT.ADD.FORM.TYPE.LIST.ERROR') }}
@@ -297,22 +291,4 @@ export default {
   padding: 0 0.5rem 0.5rem 0;
   font-family: monospace;
 }
-
-.multiselect--wrap {
-  margin-bottom: 1rem;
-}
-
-::v-deep {
-  .multiselect {
-    margin-bottom: 0;
-  }
-
-  .multiselect__content-wrapper {
-    display: none;
-  }
-
-  .multiselect--active .multiselect__tags {
-    border-radius: 0.3125rem;
-  }
-}
 </style>

app/javascript/dashboard/routes/dashboard/settings/automation/AddAutomationRule.vue

@@ -1,21 +1,12 @@
-<script>
-import { mapGetters } from 'vuex';
-import FilterInputBox from 'dashboard/components/widgets/FilterInput/Index.vue';
-import AutomationActionInput from 'dashboard/components/widgets/AutomationActionInput.vue';
-import NextButton from 'dashboard/components-next/button/Button.vue';
+<script setup>
+import { ref, onMounted } from 'vue';
+import { useStore } from 'dashboard/composables/store';
 import { useAutomation } from 'dashboard/composables/useAutomation';
-import { validateAutomation } from 'dashboard/helper/validations';
-import {
-  generateAutomationPayload,
-  getAttributes,
-  getInputType,
-  getOperators,
-  getCustomAttributeType,
-  showActionInput,
-} from 'dashboard/helper/automationHelper';
-import { AUTOMATION_RULE_EVENTS, AUTOMATION_ACTION_TYPES } from './constants';
+import AutomationRuleForm from './AutomationRuleForm.vue';
 
-const start_value = {
+const emit = defineEmits(['saveAutomation']);
+
+const START_VALUE = {
   name: null,
   description: null,
   event_name: 'conversation_created',
@@ -36,318 +27,60 @@ const start_value = {
   ],
 };
 
-export default {
-  components: {
-    FilterInputBox,
-    AutomationActionInput,
-    NextButton,
-  },
-  props: {
-    onClose: {
-      type: Function,
-      default: () => {},
-    },
-  },
-  emits: ['saveAutomation'],
-  setup() {
-    const {
-      automation,
-      automationTypes,
-      onEventChange,
-      getConditionDropdownValues,
-      appendNewCondition,
-      appendNewAction,
-      removeFilter,
-      removeAction,
-      resetFilter,
-      resetAction,
-      getActionDropdownValues,
-      manifestCustomAttributes,
-    } = useAutomation(start_value);
-    return {
-      automation,
-      automationTypes,
-      onEventChange,
-      getConditionDropdownValues,
-      appendNewCondition,
-      appendNewAction,
-      removeFilter,
-      removeAction,
-      resetFilter,
-      resetAction,
-      getActionDropdownValues,
-      manifestCustomAttributes,
-    };
-  },
-  data() {
-    return {
-      automationRuleEvent: AUTOMATION_RULE_EVENTS[0].key,
-      automationMutated: false,
-      show: true,
-      showDeleteConfirmationModal: false,
-      allCustomAttributes: [],
-      mode: 'create',
-      errors: {},
-    };
-  },
-  computed: {
-    ...mapGetters({
-      accountId: 'getCurrentAccountId',
-      isFeatureEnabledonAccount: 'accounts/isFeatureEnabledonAccount',
-    }),
-    automationRuleEvents() {
-      return AUTOMATION_RULE_EVENTS.map(event => ({
-        ...event,
-        value: this.$t(`AUTOMATION.EVENTS.${event.value}`),
-      }));
-    },
-    hasAutomationMutated() {
-      if (
-        this.automation.conditions[0].values ||
-        this.automation.actions[0].action_params.length
-      )
-        return true;
-      return false;
-    },
-    automationActionTypes() {
-      const actionTypes = this.isFeatureEnabled('sla')
-        ? AUTOMATION_ACTION_TYPES
-        : AUTOMATION_ACTION_TYPES.filter(({ key }) => key !== 'add_sla');
+const store = useStore();
+const formRef = ref(null);
 
-      return actionTypes.map(action => ({
-        ...action,
-        label: this.$t(`AUTOMATION.ACTIONS.${action.label}`),
-      }));
-    },
-  },
-  mounted() {
-    this.$store.dispatch('inboxes/get');
-    this.$store.dispatch('agents/get');
-    this.$store.dispatch('contacts/get');
-    this.$store.dispatch('teams/get');
-    this.$store.dispatch('labels/get');
-    this.$store.dispatch('campaigns/get');
-    this.allCustomAttributes = this.$store.getters['attributes/getAttributes'];
-    this.manifestCustomAttributes();
-  },
-  methods: {
-    getAttributes,
-    getInputType,
-    getOperators,
-    getCustomAttributeType,
-    showActionInput,
-    isFeatureEnabled(flag) {
-      return this.isFeatureEnabledonAccount(this.accountId, flag);
-    },
-    emitSaveAutomation() {
-      this.errors = validateAutomation(this.automation);
-      if (Object.keys(this.errors).length === 0) {
-        const automation = generateAutomationPayload(this.automation);
-        this.$emit('saveAutomation', automation, this.mode);
-      }
-    },
-    getTranslatedAttributes(type, event) {
-      return getAttributes(type, event).map(attribute => {
-        // Skip translation
-        // 1. If customAttributeType key is present then its rendering attributes from API
-        // 2. If contact_custom_attribute or conversation_custom_attribute is present then its rendering section title
-        const skipTranslation =
-          attribute.customAttributeType ||
-          [
-            'contact_custom_attribute',
-            'conversation_custom_attribute',
-          ].includes(attribute.key);
+const {
+  automation,
+  automationTypes,
+  onEventChange,
+  getConditionDropdownValues,
+  appendNewCondition,
+  appendNewAction,
+  removeFilter,
+  removeAction,
+  resetAction,
+  getActionDropdownValues,
+  manifestCustomAttributes,
+} = useAutomation(START_VALUE);
 
-        return {
-          ...attribute,
-          name: skipTranslation
-            ? attribute.name
-            : this.$t(`AUTOMATION.ATTRIBUTES.${attribute.name}`),
-        };
-      });
-    },
-  },
+const open = () => {
+  automation.value = structuredClone(START_VALUE);
+  manifestCustomAttributes();
+  formRef.value?.open();
 };
+const close = () => formRef.value?.close();
+
+const onSave = (payload, mode) => {
+  emit('saveAutomation', payload, mode);
+};
+
+onMounted(() => {
+  store.dispatch('inboxes/get');
+  store.dispatch('agents/get');
+  store.dispatch('contacts/get');
+  store.dispatch('teams/get');
+  store.dispatch('labels/get');
+  store.dispatch('campaigns/get');
+});
+
+defineExpose({ open, close });
 </script>
 
 <template>
-  <div>
-    <woot-modal-header :header-title="$t('AUTOMATION.ADD.TITLE')" />
-    <div class="flex flex-col modal-content">
-      <div class="w-full">
-        <woot-input
-          v-model="automation.name"
-          :label="$t('AUTOMATION.ADD.FORM.NAME.LABEL')"
-          type="text"
-          :class="{ error: errors.name }"
-          :error="errors.name ? $t('AUTOMATION.ADD.FORM.NAME.ERROR') : ''"
-          :placeholder="$t('AUTOMATION.ADD.FORM.NAME.PLACEHOLDER')"
-        />
-        <woot-input
-          v-model="automation.description"
-          :label="$t('AUTOMATION.ADD.FORM.DESC.LABEL')"
-          type="text"
-          :class="{ error: errors.description }"
-          :error="
-            errors.description ? $t('AUTOMATION.ADD.FORM.DESC.ERROR') : ''
-          "
-          :placeholder="$t('AUTOMATION.ADD.FORM.DESC.PLACEHOLDER')"
-        />
-        <div class="mb-6">
-          <label :class="{ error: errors.event_name }">
-            {{ $t('AUTOMATION.ADD.FORM.EVENT.LABEL') }}
-            <select
-              v-model="automation.event_name"
-              class="m-0"
-              @change="onEventChange(automation)"
-            >
-              <option
-                v-for="event in automationRuleEvents"
-                :key="event.key"
-                :value="event.key"
-              >
-                {{ event.value }}
-              </option>
-            </select>
-            <span v-if="errors.event_name" class="message">
-              {{ $t('AUTOMATION.ADD.FORM.EVENT.ERROR') }}
-            </span>
-          </label>
-          <p
-            v-if="hasAutomationMutated"
-            class="text-xs text-right text-n-teal-10 pt-1"
-          >
-            {{ $t('AUTOMATION.FORM.RESET_MESSAGE') }}
-          </p>
-        </div>
-        <!-- // Conditions Start -->
-        <section>
-          <label>
-            {{ $t('AUTOMATION.ADD.FORM.CONDITIONS.LABEL') }}
-          </label>
-          <div
-            class="w-full p-4 mb-4 border border-solid rounded-lg bg-n-slate-2 dark:bg-n-solid-2 border-n-strong"
-          >
-            <FilterInputBox
-              v-for="(condition, i) in automation.conditions"
-              :key="i"
-              v-model="automation.conditions[i]"
-              :filter-attributes="
-                getTranslatedAttributes(automationTypes, automation.event_name)
-              "
-              :input-type="
-                getInputType(
-                  allCustomAttributes,
-                  automationTypes,
-                  automation,
-                  automation.conditions[i].attribute_key
-                )
-              "
-              :operators="
-                getOperators(
-                  allCustomAttributes,
-                  automationTypes,
-                  automation,
-                  mode,
-                  automation.conditions[i].attribute_key
-                )
-              "
-              :dropdown-values="
-                getConditionDropdownValues(
-                  automation.conditions[i].attribute_key
-                )
-              "
-              :show-query-operator="i !== automation.conditions.length - 1"
-              :custom-attribute-type="
-                getCustomAttributeType(
-                  automationTypes,
-                  automation,
-                  automation.conditions[i].attribute_key
-                )
-              "
-              :error-message="
-                errors[`condition_${i}`]
-                  ? $t(`AUTOMATION.ERRORS.${errors[`condition_${i}`]}`)
-                  : ''
-              "
-              @reset-filter="resetFilter(i, automation.conditions[i])"
-              @remove-filter="removeFilter(i)"
-            />
-            <div class="mt-4">
-              <NextButton
-                icon="i-lucide-plus"
-                blue
-                faded
-                sm
-                :label="$t('AUTOMATION.ADD.CONDITION_BUTTON_LABEL')"
-                @click="appendNewCondition"
-              />
-            </div>
-          </div>
-        </section>
-        <!-- // Conditions End -->
-        <!-- // Actions Start -->
-        <section>
-          <label>
-            {{ $t('AUTOMATION.ADD.FORM.ACTIONS.LABEL') }}
-          </label>
-          <div
-            class="w-full p-4 mb-4 border border-solid rounded-lg bg-n-slate-2 dark:bg-n-solid-2 border-n-strong"
-          >
-            <AutomationActionInput
-              v-for="(action, i) in automation.actions"
-              :key="i"
-              v-model="automation.actions[i]"
-              :action-types="automationActionTypes"
-              :dropdown-values="
-                getActionDropdownValues(automation.actions[i].action_name)
-              "
-              :show-action-input="
-                showActionInput(
-                  automationActionTypes,
-                  automation.actions[i].action_name
-                )
-              "
-              :error-message="
-                errors[`action_${i}`]
-                  ? $t(`AUTOMATION.ERRORS.${errors[`action_${i}`]}`)
-                  : ''
-              "
-              @reset-action="resetAction(i)"
-              @remove-action="removeAction(i)"
-            />
-            <div class="mt-4">
-              <NextButton
-                icon="i-lucide-plus"
-                blue
-                faded
-                sm
-                :label="$t('AUTOMATION.ADD.ACTION_BUTTON_LABEL')"
-                @click="appendNewAction"
-              />
-            </div>
-          </div>
-        </section>
-        <!-- // Actions End -->
-        <div class="w-full">
-          <div class="flex flex-row justify-end w-full gap-2 px-0 py-2">
-            <NextButton
-              faded
-              slate
-              type="reset"
-              :label="$t('AUTOMATION.ADD.CANCEL_BUTTON_TEXT')"
-              @click.prevent="onClose"
-            />
-            <NextButton
-              solid
-              blue
-              type="submit"
-              :label="$t('AUTOMATION.ADD.SUBMIT')"
-              @click="emitSaveAutomation"
-            />
-          </div>
-        </div>
-      </div>
-    </div>
-  </div>
+  <AutomationRuleForm
+    ref="formRef"
+    v-model:automation="automation"
+    mode="create"
+    :automation-types="automationTypes"
+    :get-condition-dropdown-values="getConditionDropdownValues"
+    :get-action-dropdown-values="getActionDropdownValues"
+    :append-new-condition="appendNewCondition"
+    :append-new-action="appendNewAction"
+    :remove-filter="removeFilter"
+    :remove-action="removeAction"
+    :reset-action="resetAction"
+    :on-event-change="onEventChange"
+    @save="onSave"
+  />
 </template>

app/javascript/dashboard/routes/dashboard/settings/automation/AutomationRuleForm.vue

@@ -0,0 +1,414 @@
+<script setup>
+import { ref, computed, h, useTemplateRef, watch } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useAccount } from 'dashboard/composables/useAccount';
+import { useOperators } from 'dashboard/components-next/filter/operators';
+import ConditionRow from 'dashboard/components-next/filter/ConditionRow.vue';
+import AutomationActionInput from 'dashboard/components/widgets/AutomationActionInput.vue';
+import NextButton from 'dashboard/components-next/button/Button.vue';
+import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
+import {
+  generateAutomationPayload,
+  getAttributes,
+  getFileName,
+  showActionInput,
+} from 'dashboard/helper/automationHelper';
+import { validateAutomation } from 'dashboard/helper/validations';
+import { AUTOMATION_RULE_EVENTS, AUTOMATION_ACTION_TYPES } from './constants';
+
+const props = defineProps({
+  mode: {
+    type: String,
+    required: true,
+    validator: value => ['create', 'edit'].includes(value),
+  },
+  automationTypes: {
+    type: Object,
+    required: true,
+  },
+  getConditionDropdownValues: {
+    type: Function,
+    required: true,
+  },
+  getActionDropdownValues: {
+    type: Function,
+    required: true,
+  },
+  appendNewCondition: {
+    type: Function,
+    required: true,
+  },
+  appendNewAction: {
+    type: Function,
+    required: true,
+  },
+  removeFilter: {
+    type: Function,
+    required: true,
+  },
+  removeAction: {
+    type: Function,
+    required: true,
+  },
+  resetAction: {
+    type: Function,
+    required: true,
+  },
+  onEventChange: {
+    type: Function,
+    required: true,
+  },
+});
+
+const emit = defineEmits(['save']);
+const automation = defineModel('automation', { type: Object, default: null });
+
+const INPUT_TYPE_MAP = {
+  multi_select: 'multiSelect',
+  search_select: 'searchSelect',
+  plain_text: 'plainText',
+  comma_separated_plain_text: 'plainText',
+  date: 'date',
+};
+
+const { t } = useI18n();
+const { isCloudFeatureEnabled } = useAccount();
+const { operators } = useOperators();
+
+const dialogRef = ref(null);
+const conditionsRef = useTemplateRef('conditionsRef');
+const errors = ref({});
+
+const isEditMode = computed(() => props.mode === 'edit');
+
+const titleKey = computed(() =>
+  isEditMode.value ? 'AUTOMATION.EDIT.TITLE' : 'AUTOMATION.ADD.TITLE'
+);
+const cancelKey = computed(() =>
+  isEditMode.value
+    ? 'AUTOMATION.EDIT.CANCEL_BUTTON_TEXT'
+    : 'AUTOMATION.ADD.CANCEL_BUTTON_TEXT'
+);
+const submitKey = computed(() =>
+  isEditMode.value ? 'AUTOMATION.EDIT.SUBMIT' : 'AUTOMATION.ADD.SUBMIT'
+);
+
+const getTranslatedAttributes = (type, event) => {
+  return getAttributes(type, event).map(attribute => {
+    const skipTranslation =
+      attribute.customAttributeType ||
+      ['contact_custom_attribute', 'conversation_custom_attribute'].includes(
+        attribute.key
+      );
+    return {
+      ...attribute,
+      name: skipTranslation
+        ? attribute.name
+        : t(`AUTOMATION.ATTRIBUTES.${attribute.name}`),
+    };
+  });
+};
+
+const eventName = computed(() => automation.value?.event_name);
+
+const filterTypes = computed(() => {
+  const event = eventName.value;
+  if (!event || !props.automationTypes[event]) return [];
+
+  const attributes = getTranslatedAttributes(props.automationTypes, event);
+
+  return attributes.map(attr => {
+    if (attr.disabled) {
+      return { value: attr.key, label: attr.name, disabled: true };
+    }
+
+    const mappedInputType = INPUT_TYPE_MAP[attr.inputType] || 'plainText';
+    const options = props.getConditionDropdownValues(attr.key) || [];
+
+    const filterOperators = (attr.filterOperators || []).map(op => {
+      const enriched = operators.value[op.value];
+      if (enriched) return enriched;
+      return {
+        value: op.value,
+        label: t(`FILTER.OPERATOR_LABELS.${op.value}`),
+        hasInput: true,
+        inputOverride: null,
+        icon: h('span', { class: 'i-ph-equals-bold !text-n-blue-11' }),
+      };
+    });
+
+    return {
+      attributeKey: attr.key,
+      value: attr.key,
+      attributeName: attr.name,
+      label: attr.name,
+      inputType: mappedInputType,
+      options,
+      filterOperators,
+      dataType: 'text',
+      attributeModel: attr.customAttributeType || 'standard',
+    };
+  });
+});
+
+const automationRuleEvents = computed(() =>
+  AUTOMATION_RULE_EVENTS.map(event => ({
+    ...event,
+    value: t(`AUTOMATION.EVENTS.${event.value}`),
+  }))
+);
+
+const hasAutomationMutated = computed(() => {
+  return Boolean(
+    automation.value?.conditions[0]?.values ||
+      automation.value?.actions[0]?.action_params?.length
+  );
+});
+
+const automationActionTypes = computed(() => {
+  const actionTypes = isCloudFeatureEnabled('sla')
+    ? AUTOMATION_ACTION_TYPES
+    : AUTOMATION_ACTION_TYPES.filter(({ key }) => key !== 'add_sla');
+
+  return actionTypes.map(action => ({
+    ...action,
+    label: t(`AUTOMATION.ACTIONS.${action.label}`),
+  }));
+});
+
+const hasConditionErrors = computed(() =>
+  Object.keys(errors.value).some(key => key.startsWith('condition_'))
+);
+
+const hasActionErrors = computed(() =>
+  Object.keys(errors.value).some(key => key.startsWith('action_'))
+);
+
+watch(
+  () => automation.value,
+  () => {
+    if (Object.keys(errors.value).length) {
+      errors.value = {};
+    }
+  },
+  { deep: true }
+);
+
+const isConditionsValid = () => {
+  if (!conditionsRef.value) return true;
+  return conditionsRef.value.every(condition => condition.validate());
+};
+
+const resetValidation = () => {
+  errors.value = {};
+  conditionsRef.value?.forEach(c => c.resetValidation());
+};
+
+const syncCustomAttributeTypes = () => {
+  automation.value.conditions.forEach(condition => {
+    const filterType = filterTypes.value.find(
+      ft => ft.attributeKey === condition.attribute_key
+    );
+    condition.custom_attribute_type =
+      filterType?.attributeModel === 'standard'
+        ? ''
+        : filterType?.attributeModel || '';
+  });
+};
+
+const open = () => {
+  resetValidation();
+  dialogRef.value?.open();
+};
+
+const close = () => {
+  resetValidation();
+  dialogRef.value?.close();
+};
+
+const emitSaveAutomation = () => {
+  syncCustomAttributeTypes();
+  const conditionsValid = isConditionsValid();
+  errors.value = validateAutomation(automation.value);
+  if (Object.keys(errors.value).length === 0 && conditionsValid) {
+    const payload = generateAutomationPayload(automation.value);
+    emit('save', payload, props.mode);
+  }
+};
+
+defineExpose({ open, close });
+</script>
+
+<template>
+  <Dialog
+    ref="dialogRef"
+    width="3xl"
+    position="top"
+    :title="$t(titleKey)"
+    :show-cancel-button="false"
+    :show-confirm-button="false"
+    overflow-y-auto
+  >
+    <div v-if="automation" class="flex flex-col w-full">
+      <woot-input
+        v-model="automation.name"
+        :label="$t('AUTOMATION.ADD.FORM.NAME.LABEL')"
+        type="text"
+        :class="{ error: errors.name }"
+        :error="errors.name ? $t('AUTOMATION.ADD.FORM.NAME.ERROR') : ''"
+        :placeholder="$t('AUTOMATION.ADD.FORM.NAME.PLACEHOLDER')"
+      />
+      <woot-input
+        v-model="automation.description"
+        :label="$t('AUTOMATION.ADD.FORM.DESC.LABEL')"
+        type="text"
+        :class="{ error: errors.description }"
+        :error="errors.description ? $t('AUTOMATION.ADD.FORM.DESC.ERROR') : ''"
+        :placeholder="$t('AUTOMATION.ADD.FORM.DESC.PLACEHOLDER')"
+      />
+      <div class="mb-6">
+        <label :class="{ error: errors.event_name }">
+          {{ $t('AUTOMATION.ADD.FORM.EVENT.LABEL') }}
+          <select
+            v-model="automation.event_name"
+            class="m-0"
+            @change="onEventChange()"
+          >
+            <option
+              v-for="event in automationRuleEvents"
+              :key="event.key"
+              :value="event.key"
+            >
+              {{ event.value }}
+            </option>
+          </select>
+          <span v-if="errors.event_name" class="message">
+            {{ $t('AUTOMATION.ADD.FORM.EVENT.ERROR') }}
+          </span>
+        </label>
+        <p
+          v-if="!isEditMode && hasAutomationMutated"
+          class="text-xs text-right text-n-teal-10 pt-1"
+        >
+          {{ $t('AUTOMATION.FORM.RESET_MESSAGE') }}
+        </p>
+      </div>
+      <!-- Conditions Start -->
+      <section class="mb-5">
+        <label>
+          {{ $t('AUTOMATION.ADD.FORM.CONDITIONS.LABEL') }}
+        </label>
+        <ul
+          class="grid gap-4 list-none p-3 mb-4 outline outline-1 rounded-xl -outline-offset-1"
+          :class="
+            hasConditionErrors
+              ? 'outline-n-ruby-5 bg-n-ruby-2/50'
+              : 'outline-n-weak dark:outline-n-strong'
+          "
+        >
+          <template v-for="(condition, i) in automation.conditions" :key="i">
+            <ConditionRow
+              v-if="i === 0"
+              ref="conditionsRef"
+              v-model:attribute-key="automation.conditions[i].attribute_key"
+              v-model:filter-operator="automation.conditions[i].filter_operator"
+              v-model:values="automation.conditions[i].values"
+              :filter-types="filterTypes"
+              :show-query-operator="false"
+              @remove="removeFilter(i)"
+            />
+            <ConditionRow
+              v-else
+              ref="conditionsRef"
+              v-model:attribute-key="automation.conditions[i].attribute_key"
+              v-model:filter-operator="automation.conditions[i].filter_operator"
+              v-model:query-operator="
+                automation.conditions[i - 1].query_operator
+              "
+              v-model:values="automation.conditions[i].values"
+              :filter-types="filterTypes"
+              show-query-operator
+              @remove="removeFilter(i)"
+            />
+          </template>
+          <div>
+            <NextButton
+              icon="i-lucide-plus"
+              blue
+              faded
+              sm
+              :label="$t('AUTOMATION.ADD.CONDITION_BUTTON_LABEL')"
+              @click="appendNewCondition"
+            />
+          </div>
+        </ul>
+      </section>
+      <!-- Conditions End -->
+      <!-- Actions Start -->
+      <section>
+        <label>
+          {{ $t('AUTOMATION.ADD.FORM.ACTIONS.LABEL') }}
+        </label>
+        <ul
+          class="grid list-none p-3 mb-4 outline outline-1 rounded-xl -outline-offset-1 border-solid"
+          :class="
+            hasActionErrors
+              ? 'outline-n-ruby-5 bg-n-ruby-2/50'
+              : 'outline-n-weak dark:outline-n-strong'
+          "
+        >
+          <AutomationActionInput
+            v-for="(action, i) in automation.actions"
+            :key="i"
+            v-model="automation.actions[i]"
+            :action-types="automationActionTypes"
+            dropdown-max-height="max-h-[7.5rem]"
+            :dropdown-values="getActionDropdownValues(action.action_name)"
+            :show-action-input="
+              showActionInput(automationActionTypes, action.action_name)
+            "
+            :error-message="
+              errors[`action_${i}`]
+                ? $t(`AUTOMATION.ERRORS.${errors[`action_${i}`]}`)
+                : ''
+            "
+            :initial-file-name="
+              isEditMode ? getFileName(action, automation.files) : ''
+            "
+            @reset-action="resetAction(i)"
+            @remove-action="removeAction(i)"
+          />
+          <div class="pt-2">
+            <NextButton
+              icon="i-lucide-plus"
+              blue
+              faded
+              sm
+              :label="$t('AUTOMATION.ADD.ACTION_BUTTON_LABEL')"
+              @click="appendNewAction"
+            />
+          </div>
+        </ul>
+      </section>
+      <!-- Actions End -->
+      <div class="w-full mt-8">
+        <div class="flex flex-row justify-end w-full gap-2 px-0 py-4">
+          <NextButton
+            faded
+            slate
+            type="reset"
+            :label="$t(cancelKey)"
+            @click.prevent="close"
+          />
+          <NextButton
+            solid
+            blue
+            type="submit"
+            :label="$t(submitKey)"
+            @click="emitSaveAutomation"
+          />
+        </div>
+      </div>
+    </div>
+  </Dialog>
+</template>

app/javascript/dashboard/routes/dashboard/settings/automation/EditAutomationRule.vue

@@ -1,345 +1,80 @@
-<script>
-import { mapGetters } from 'vuex';
+<script setup>
+import { ref, watch } from 'vue';
+import { useMapGetter } from 'dashboard/composables/store';
 import { useAutomation } from 'dashboard/composables/useAutomation';
 import { useEditableAutomation } from 'dashboard/composables/useEditableAutomation';
-import FilterInputBox from 'dashboard/components/widgets/FilterInput/Index.vue';
-import NextButton from 'dashboard/components-next/button/Button.vue';
-import AutomationActionInput from 'dashboard/components/widgets/AutomationActionInput.vue';
-import {
-  getFileName,
-  generateAutomationPayload,
-  getAttributes,
-  getInputType,
-  getOperators,
-  getCustomAttributeType,
-  showActionInput,
-} from 'dashboard/helper/automationHelper';
-import { validateAutomation } from 'dashboard/helper/validations';
+import AutomationRuleForm from './AutomationRuleForm.vue';
+import { AUTOMATION_ACTION_TYPES } from './constants';
 
-import { AUTOMATION_RULE_EVENTS, AUTOMATION_ACTION_TYPES } from './constants';
+const props = defineProps({
+  selectedResponse: {
+    type: Object,
+    default: () => ({}),
+  },
+});
 
-export default {
-  components: {
-    FilterInputBox,
-    NextButton,
-    AutomationActionInput,
-  },
-  props: {
-    onClose: {
-      type: Function,
-      default: () => {},
-    },
-    selectedResponse: {
-      type: Object,
-      default: () => {},
-    },
-  },
-  emits: ['saveAutomation'],
-  setup() {
-    const {
-      automation,
+const emit = defineEmits(['saveAutomation']);
+
+const allCustomAttributes = useMapGetter('attributes/getAttributes');
+const formRef = ref(null);
+
+const {
+  automation,
+  automationTypes,
+  onEventChange,
+  getConditionDropdownValues,
+  appendNewCondition,
+  appendNewAction,
+  removeFilter,
+  removeAction,
+  resetAction,
+  getActionDropdownValues,
+  manifestCustomAttributes,
+} = useAutomation();
+
+const { formatAutomation } = useEditableAutomation();
+
+const open = () => formRef.value?.open();
+const close = () => formRef.value?.close();
+
+const onSave = (payload, mode) => {
+  emit('saveAutomation', payload, mode);
+};
+
+watch(
+  () => props.selectedResponse,
+  value => {
+    if (!value?.conditions) return;
+
+    manifestCustomAttributes();
+
+    automation.value = formatAutomation(
+      value,
+      allCustomAttributes.value,
       automationTypes,
-      onEventChange,
-      getConditionDropdownValues,
-      appendNewCondition,
-      appendNewAction,
-      removeFilter,
-      removeAction,
-      resetFilter,
-      resetAction,
-      getActionDropdownValues,
-      manifestCustomAttributes,
-    } = useAutomation();
-    const { formatAutomation } = useEditableAutomation();
-    return {
-      automation,
-      automationTypes,
-      onEventChange,
-      getConditionDropdownValues,
-      appendNewCondition,
-      appendNewAction,
-      removeFilter,
-      removeAction,
-      resetFilter,
-      resetAction,
-      getActionDropdownValues,
-      formatAutomation,
-      manifestCustomAttributes,
-    };
-  },
-  data() {
-    return {
-      automationRuleEvent: AUTOMATION_RULE_EVENTS[0].key,
-      automationMutated: false,
-      show: true,
-      showDeleteConfirmationModal: false,
-      allCustomAttributes: [],
-      mode: 'edit',
-      errors: {},
-    };
-  },
-  computed: {
-    ...mapGetters({
-      accountId: 'getCurrentAccountId',
-      isFeatureEnabledonAccount: 'accounts/isFeatureEnabledonAccount',
-    }),
-    automationRuleEvents() {
-      return AUTOMATION_RULE_EVENTS.map(event => ({
-        ...event,
-        value: this.$t(`AUTOMATION.EVENTS.${event.value}`),
-      }));
-    },
-    hasAutomationMutated() {
-      if (
-        this.automation.conditions[0].values ||
-        this.automation.actions[0].action_params.length
-      )
-        return true;
-      return false;
-    },
-    automationActionTypes() {
-      const actionTypes = this.isFeatureEnabled('sla')
-        ? AUTOMATION_ACTION_TYPES
-        : AUTOMATION_ACTION_TYPES.filter(({ key }) => key !== 'add_sla');
-
-      return actionTypes.map(action => ({
-        ...action,
-        label: this.$t(`AUTOMATION.ACTIONS.${action.label}`),
-      }));
-    },
-  },
-  mounted() {
-    this.manifestCustomAttributes();
-    this.allCustomAttributes = this.$store.getters['attributes/getAttributes'];
-
-    this.automation = this.formatAutomation(
-      this.selectedResponse,
-      this.allCustomAttributes,
-      this.automationTypes,
-      this.automationActionTypes
+      AUTOMATION_ACTION_TYPES
     );
   },
-  methods: {
-    getFileName,
-    getAttributes,
-    getInputType,
-    getOperators,
-    getCustomAttributeType,
-    showActionInput,
-    isFeatureEnabled(flag) {
-      return this.isFeatureEnabledonAccount(this.accountId, flag);
-    },
-    emitSaveAutomation() {
-      this.errors = validateAutomation(this.automation);
-      if (Object.keys(this.errors).length === 0) {
-        const automation = generateAutomationPayload(this.automation);
-        this.$emit('saveAutomation', automation, this.mode);
-      }
-    },
-    getTranslatedAttributes(type, event) {
-      return getAttributes(type, event).map(attribute => {
-        // Skip translation
-        // 1. If customAttributeType key is present then its rendering attributes from API
-        // 2. If contact_custom_attribute or conversation_custom_attribute is present then its rendering section title
-        const skipTranslation =
-          attribute.customAttributeType ||
-          [
-            'contact_custom_attribute',
-            'conversation_custom_attribute',
-          ].includes(attribute.key);
+  { immediate: true }
+);
 
-        return {
-          ...attribute,
-          name: skipTranslation
-            ? attribute.name
-            : this.$t(`AUTOMATION.ATTRIBUTES.${attribute.name}`),
-        };
-      });
-    },
-  },
-};
+defineExpose({ open, close });
 </script>
 
 <template>
-  <div>
-    <woot-modal-header :header-title="$t('AUTOMATION.EDIT.TITLE')" />
-    <div class="flex flex-col modal-content">
-      <div v-if="automation" class="w-full">
-        <woot-input
-          v-model="automation.name"
-          :label="$t('AUTOMATION.ADD.FORM.NAME.LABEL')"
-          type="text"
-          :class="{ error: errors.name }"
-          :error="errors.name ? $t('AUTOMATION.ADD.FORM.NAME.ERROR') : ''"
-          :placeholder="$t('AUTOMATION.ADD.FORM.NAME.PLACEHOLDER')"
-        />
-        <woot-input
-          v-model="automation.description"
-          :label="$t('AUTOMATION.ADD.FORM.DESC.LABEL')"
-          type="text"
-          :class="{ error: errors.description }"
-          :error="
-            errors.description ? $t('AUTOMATION.ADD.FORM.DESC.ERROR') : ''
-          "
-          :placeholder="$t('AUTOMATION.ADD.FORM.DESC.PLACEHOLDER')"
-        />
-        <div class="event_wrapper">
-          <label :class="{ error: errors.event_name }">
-            {{ $t('AUTOMATION.ADD.FORM.EVENT.LABEL') }}
-            <select
-              v-model="automation.event_name"
-              @change="onEventChange(automation)"
-            >
-              <option
-                v-for="event in automationRuleEvents"
-                :key="event.key"
-                :value="event.key"
-              >
-                {{ event.value }}
-              </option>
-            </select>
-            <span v-if="errors.event_name" class="message">
-              {{ $t('AUTOMATION.ADD.FORM.EVENT.ERROR') }}
-            </span>
-          </label>
-        </div>
-        <!-- // Conditions Start -->
-        <section>
-          <label>
-            {{ $t('AUTOMATION.ADD.FORM.CONDITIONS.LABEL') }}
-          </label>
-          <div
-            class="w-full p-4 mb-4 border border-solid rounded-lg bg-n-slate-2 dark:bg-n-solid-2 border-n-strong"
-          >
-            <FilterInputBox
-              v-for="(condition, i) in automation.conditions"
-              :key="i"
-              v-model="automation.conditions[i]"
-              :filter-attributes="
-                getTranslatedAttributes(automationTypes, automation.event_name)
-              "
-              :input-type="
-                getInputType(
-                  allCustomAttributes,
-                  automationTypes,
-                  automation,
-                  automation.conditions[i].attribute_key
-                )
-              "
-              :operators="
-                getOperators(
-                  allCustomAttributes,
-                  automationTypes,
-                  automation,
-                  mode,
-                  automation.conditions[i].attribute_key
-                )
-              "
-              :dropdown-values="
-                getConditionDropdownValues(
-                  automation.conditions[i].attribute_key
-                )
-              "
-              :custom-attribute-type="
-                getCustomAttributeType(
-                  automationTypes,
-                  automation,
-                  automation.conditions[i].attribute_key
-                )
-              "
-              :show-query-operator="i !== automation.conditions.length - 1"
-              :error-message="
-                errors[`condition_${i}`]
-                  ? $t(`AUTOMATION.ERRORS.${errors[`condition_${i}`]}`)
-                  : ''
-              "
-              @reset-filter="resetFilter(i, automation.conditions[i])"
-              @remove-filter="removeFilter(i)"
-            />
-            <div class="mt-4">
-              <NextButton
-                icon="i-lucide-plus"
-                blue
-                faded
-                sm
-                :label="$t('AUTOMATION.ADD.CONDITION_BUTTON_LABEL')"
-                @click="appendNewCondition"
-              />
-            </div>
-          </div>
-        </section>
-        <!-- // Conditions End -->
-        <!-- // Actions Start -->
-        <section>
-          <label>
-            {{ $t('AUTOMATION.ADD.FORM.ACTIONS.LABEL') }}
-          </label>
-          <div
-            class="w-full p-4 mb-4 border border-solid rounded-lg bg-n-slate-2 dark:bg-n-solid-2 border-n-strong"
-          >
-            <AutomationActionInput
-              v-for="(action, i) in automation.actions"
-              :key="i"
-              v-model="automation.actions[i]"
-              :action-types="automationActionTypes"
-              :dropdown-values="getActionDropdownValues(action.action_name)"
-              :show-action-input="
-                showActionInput(automationActionTypes, action.action_name)
-              "
-              :error-message="
-                errors[`action_${i}`]
-                  ? $t(`AUTOMATION.ERRORS.${errors[`action_${i}`]}`)
-                  : ''
-              "
-              :initial-file-name="getFileName(action, automation.files)"
-              @reset-action="resetAction(i)"
-              @remove-action="removeAction(i)"
-            />
-            <div class="mt-4">
-              <NextButton
-                icon="i-lucide-plus"
-                blue
-                faded
-                sm
-                :label="$t('AUTOMATION.ADD.ACTION_BUTTON_LABEL')"
-                @click="appendNewAction"
-              />
-            </div>
-          </div>
-        </section>
-        <!-- // Actions End -->
-        <div class="w-full">
-          <div class="flex flex-row justify-end w-full gap-2 px-0 py-2">
-            <NextButton
-              faded
-              slate
-              type="reset"
-              :label="$t('AUTOMATION.EDIT.CANCEL_BUTTON_TEXT')"
-              @click.prevent="onClose"
-            />
-            <NextButton
-              solid
-              blue
-              type="submit"
-              :label="$t('AUTOMATION.EDIT.SUBMIT')"
-              @click="emitSaveAutomation"
-            />
-          </div>
-        </div>
-      </div>
-    </div>
-  </div>
+  <AutomationRuleForm
+    ref="formRef"
+    v-model:automation="automation"
+    mode="edit"
+    :automation-types="automationTypes"
+    :get-condition-dropdown-values="getConditionDropdownValues"
+    :get-action-dropdown-values="getActionDropdownValues"
+    :append-new-condition="appendNewCondition"
+    :append-new-action="appendNewAction"
+    :remove-filter="removeFilter"
+    :remove-action="removeAction"
+    :reset-action="resetAction"
+    :on-event-change="onEventChange"
+    @save="onSave"
+  />
 </template>
-
-<style lang="scss" scoped>
-.event_wrapper {
-  select {
-    @apply m-0;
-  }
-  .info-message {
-    @apply text-xs text-n-teal-10  text-right;
-  }
-
-  @apply mb-6;
-}
-</style>

app/javascript/dashboard/routes/dashboard/settings/automation/Index.vue

@@ -16,8 +16,8 @@ const { t } = useI18n();
 const confirmDialog = ref(null);
 
 const loading = ref({});
-const showAddPopup = ref(false);
-const showEditPopup = ref(false);
+const addDialogRef = ref(null);
+const editDialogRef = ref(null);
 const showDeleteConfirmationPopup = ref(false);
 const selectedAutomation = ref({});
 const toggleModalTitle = ref(t('AUTOMATION.TOGGLE.ACTIVATION_TITLE'));
@@ -57,18 +57,18 @@ onMounted(() => {
 });
 
 const openAddPopup = () => {
-  showAddPopup.value = true;
+  addDialogRef.value?.open();
 };
 const hideAddPopup = () => {
-  showAddPopup.value = false;
+  addDialogRef.value?.close();
 };
 
 const openEditPopup = response => {
-  selectedAutomation.value = response;
-  showEditPopup.value = true;
+  selectedAutomation.value = { ...response };
+  editDialogRef.value?.open();
 };
 const hideEditPopup = () => {
-  showEditPopup.value = false;
+  editDialogRef.value?.close();
 };
 
 const openDeletePopup = response => {
@@ -221,17 +221,7 @@ const tableHeaders = computed(() => {
       </table>
     </template>
 
-    <woot-modal
-      v-model:show="showAddPopup"
-      size="medium"
-      :on-close="hideAddPopup"
-    >
-      <AddAutomationRule
-        v-if="showAddPopup"
-        :on-close="hideAddPopup"
-        @save-automation="submitAutomation"
-      />
-    </woot-modal>
+    <AddAutomationRule ref="addDialogRef" @save-automation="submitAutomation" />
 
     <woot-delete-modal
       v-model:show="showDeleteConfirmationPopup"
@@ -244,18 +234,11 @@ const tableHeaders = computed(() => {
       :reject-text="deleteRejectText"
     />
 
-    <woot-modal
-      v-model:show="showEditPopup"
-      size="medium"
-      :on-close="hideEditPopup"
-    >
-      <EditAutomationRule
-        v-if="showEditPopup"
-        :on-close="hideEditPopup"
-        :selected-response="selectedAutomation"
-        @save-automation="submitAutomation"
-      />
-    </woot-modal>
+    <EditAutomationRule
+      ref="editDialogRef"
+      :selected-response="selectedAutomation"
+      @save-automation="submitAutomation"
+    />
     <woot-confirm-modal
       ref="confirmDialog"
       :title="toggleModalTitle"

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

@@ -5,6 +5,7 @@ import { useAlert } from 'dashboard/composables';
 
 import InboxMembersAPI from '../../../../api/inboxMembers';
 import NextButton from 'dashboard/components-next/button/Button.vue';
+import TagInput from 'dashboard/components-next/taginput/TagInput.vue';
 import router from '../../../index';
 import PageHeader from '../SettingsSubPageHeader.vue';
 import { useVuelidate } from '@vuelidate/core';
@@ -13,11 +14,12 @@ export default {
   components: {
     PageHeader,
     NextButton,
+    TagInput,
   },
   validations: {
-    selectedAgents: {
+    selectedAgentIds: {
       isEmpty() {
-        return !!this.selectedAgents.length;
+        return !!this.selectedAgentIds.length;
       },
     },
   },
@@ -26,7 +28,7 @@ export default {
   },
   data() {
     return {
-      selectedAgents: [],
+      selectedAgentIds: [],
       isCreating: false,
     };
   },
@@ -34,18 +36,43 @@ export default {
     ...mapGetters({
       agentList: 'agents/getAgents',
     }),
+    selectedAgentNames() {
+      return this.selectedAgentIds.map(
+        id => this.agentList.find(a => a.id === id)?.name ?? ''
+      );
+    },
+    agentMenuItems() {
+      return this.agentList
+        .filter(({ id }) => !this.selectedAgentIds.includes(id))
+        .map(({ id, name, thumbnail, avatar_url }) => ({
+          label: name,
+          value: id,
+          action: 'select',
+          thumbnail: { name, src: thumbnail || avatar_url || '' },
+        }));
+    },
   },
   mounted() {
     this.$store.dispatch('agents/get');
   },
   methods: {
+    handleAgentAdd({ value }) {
+      if (!this.selectedAgentIds.includes(value)) {
+        this.selectedAgentIds.push(value);
+      }
+    },
+    handleAgentRemove(index) {
+      this.selectedAgentIds.splice(index, 1);
+    },
     async addAgents() {
       this.isCreating = true;
       const inboxId = this.$route.params.inbox_id;
-      const selectedAgents = this.selectedAgents.map(x => x.id);
 
       try {
-        await InboxMembersAPI.update({ inboxId, agentList: selectedAgents });
+        await InboxMembersAPI.update({
+          inboxId,
+          agentList: this.selectedAgentIds,
+        });
         router.replace({
           name: 'settings_inbox_finish',
           params: {
@@ -72,25 +99,23 @@ export default {
         />
       </div>
       <div>
-        <div class="w-full">
-          <label :class="{ error: v$.selectedAgents.$error }">
+        <div class="w-full mb-4">
+          <label :class="{ error: v$.selectedAgentIds.$error }">
             {{ $t('INBOX_MGMT.ADD.AGENTS.TITLE') }}
-            <multiselect
-              v-model="selectedAgents"
-              :options="agentList"
-              track-by="id"
-              label="name"
-              multiple
-              :close-on-select="false"
-              :clear-on-select="false"
-              hide-selected
-              selected-label
-              :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-              :deselect-label="$t('FORMS.MULTISELECT.ENTER_TO_REMOVE')"
-              :placeholder="$t('INBOX_MGMT.ADD.AGENTS.PICK_AGENTS')"
-              @select="v$.selectedAgents.$touch"
-            />
-            <span v-if="v$.selectedAgents.$error" class="message">
+            <div
+              class="rounded-xl outline outline-1 -outline-offset-1 outline-n-weak hover:outline-n-strong px-2 py-2"
+            >
+              <TagInput
+                :model-value="selectedAgentNames"
+                :placeholder="$t('INBOX_MGMT.ADD.AGENTS.PICK_AGENTS')"
+                :menu-items="agentMenuItems"
+                show-dropdown
+                skip-label-dedup
+                @add="handleAgentAdd"
+                @remove="handleAgentRemove"
+              />
+            </div>
+            <span v-if="v$.selectedAgentIds.$error" class="message">
               {{ $t('INBOX_MGMT.ADD.AGENTS.VALIDATION_ERROR') }}
             </span>
           </label>

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

@@ -12,6 +12,7 @@ import PageHeader from '../../SettingsSubPageHeader.vue';
 import router from '../../../../index';
 import { useBranding } from 'shared/composables/useBranding';
 import NextButton from 'dashboard/components-next/button/Button.vue';
+import ComboBox from 'dashboard/components-next/combobox/ComboBox.vue';
 
 import { loadScript } from 'dashboard/helper/DOMHelpers';
 import * as Sentry from '@sentry/vue';
@@ -21,6 +22,7 @@ export default {
     LoadingState,
     PageHeader,
     NextButton,
+    ComboBox,
   },
   setup() {
     const { accountId } = useAccount();
@@ -67,6 +69,12 @@ export default {
     getSelectablePages() {
       return this.pageList.filter(item => !item.exists);
     },
+    comboBoxPageOptions() {
+      return this.getSelectablePages.map(({ id, name }) => ({
+        value: id,
+        label: name,
+      }));
+    },
   },
 
   mounted() {
@@ -94,9 +102,16 @@ export default {
       }
     },
 
-    setPageName({ name }) {
+    setPageName(pageId) {
+      const page = this.pageList.find(p => p.id === pageId);
+      if (page) {
+        this.selectedPage = page;
+        this.pageName = page.name;
+      } else {
+        this.selectedPage = { name: null, id: null };
+        this.pageName = '';
+      }
       this.v$.selectedPage.$touch();
-      this.pageName = name;
     },
 
     initChannelAuth(channel) {
@@ -245,23 +260,20 @@ export default {
           />
         </div>
         <div class="w-3/5">
-          <div class="w-full">
+          <div class="w-full mb-2">
             <div class="input-wrap" :class="{ error: v$.selectedPage.$error }">
-              {{ $t('INBOX_MGMT.ADD.FB.CHOOSE_PAGE') }}
-              <multiselect
-                v-model="selectedPage"
-                close-on-select
-                allow-empty
-                :options="getSelectablePages"
-                track-by="id"
-                label="name"
-                :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-                :deselect-label="$t('FORMS.MULTISELECT.ENTER_TO_REMOVE')"
+              <span class="text-n-slate-12 text-start">
+                {{ $t('INBOX_MGMT.ADD.FB.CHOOSE_PAGE') }}
+              </span>
+              <ComboBox
+                :model-value="selectedPage.id"
+                :options="comboBoxPageOptions"
                 :placeholder="$t('INBOX_MGMT.ADD.FB.PICK_A_VALUE')"
-                selected-label
-                @select="setPageName"
+                :has-error="v$.selectedPage.$error"
+                class="[&>div>button]:!bg-n-alpha-black2 mt-1"
+                @update:model-value="setPageName"
               />
-              <span v-if="v$.selectedPage.$error" class="message">
+              <span v-if="v$.selectedPage.$error" class="message mt-0.5">
                 {{ $t('INBOX_MGMT.ADD.FB.CHOOSE_PLACEHOLDER') }}
               </span>
             </div>

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

@@ -1,122 +1,321 @@
-<script>
-import { mapGetters } from 'vuex';
+<script setup>
+import { ref, computed, watch, onMounted } from 'vue';
+import { useStore } from 'vuex';
+import { useRoute, useRouter } from 'vue-router';
+import { vOnClickOutside } from '@vueuse/components';
 import { useVuelidate } from '@vuelidate/core';
 import { minValue } from '@vuelidate/validators';
 import { useAlert } from 'dashboard/composables';
 import { useConfig } from 'dashboard/composables/useConfig';
 import SettingsSection from '../../../../../components/SettingsSection.vue';
 import NextButton from 'dashboard/components-next/button/Button.vue';
+import Switch from 'dashboard/components-next/switch/Switch.vue';
+import DropdownMenu from 'dashboard/components-next/dropdown-menu/DropdownMenu.vue';
+import assignmentPoliciesAPI from 'dashboard/api/assignmentPolicies';
+import { useI18n } from 'vue-i18n';
 
-export default {
-  components: {
-    SettingsSection,
-    NextButton,
+const props = defineProps({
+  inbox: {
+    type: Object,
+    default: () => ({}),
   },
-  props: {
-    inbox: {
-      type: Object,
-      default: () => ({}),
-    },
-  },
-  setup() {
-    const { isEnterprise } = useConfig();
+});
 
-    return { v$: useVuelidate(), isEnterprise };
-  },
-  data() {
-    return {
-      selectedAgents: [],
-      isAgentListUpdating: false,
-      enableAutoAssignment: false,
-      maxAssignmentLimit: null,
-    };
-  },
-  computed: {
-    ...mapGetters({
-      agentList: 'agents/getAgents',
-    }),
-    maxAssignmentLimitErrors() {
-      if (this.v$.maxAssignmentLimit.$error) {
-        return this.$t(
-          'INBOX_MGMT.AUTO_ASSIGNMENT.MAX_ASSIGNMENT_LIMIT_RANGE_ERROR'
-        );
-      }
-      return '';
-    },
-  },
-  watch: {
-    inbox() {
-      this.setDefaults();
-    },
-  },
-  mounted() {
-    this.setDefaults();
-  },
-  methods: {
-    setDefaults() {
-      this.enableAutoAssignment = this.inbox.enable_auto_assignment;
-      this.maxAssignmentLimit =
-        this.inbox?.auto_assignment_config?.max_assignment_limit || null;
-      this.fetchAttachedAgents();
-    },
-    async fetchAttachedAgents() {
-      try {
-        const response = await this.$store.dispatch('inboxMembers/get', {
-          inboxId: this.inbox.id,
-        });
-        const {
-          data: { payload: inboxMembers },
-        } = response;
-        this.selectedAgents = inboxMembers;
-      } catch (error) {
-        //  Handle error
-      }
-    },
-    handleEnableAutoAssignment() {
-      this.updateInbox();
-    },
-    async updateAgents() {
-      const agentList = this.selectedAgents.map(el => el.id);
-      this.isAgentListUpdating = true;
-      try {
-        await this.$store.dispatch('inboxMembers/create', {
-          inboxId: this.inbox.id,
-          agentList,
-        });
-        useAlert(this.$t('AGENT_MGMT.EDIT.API.SUCCESS_MESSAGE'));
-      } catch (error) {
-        useAlert(this.$t('AGENT_MGMT.EDIT.API.ERROR_MESSAGE'));
-      }
-      this.isAgentListUpdating = false;
-    },
-    async updateInbox() {
-      try {
-        const payload = {
-          id: this.inbox.id,
-          formData: false,
-          enable_auto_assignment: this.enableAutoAssignment,
-          auto_assignment_config: {
-            max_assignment_limit: this.maxAssignmentLimit,
-          },
-        };
-        await this.$store.dispatch('inboxes/updateInbox', payload);
-        useAlert(this.$t('INBOX_MGMT.EDIT.API.SUCCESS_MESSAGE'));
-      } catch (error) {
-        useAlert(this.$t('INBOX_MGMT.EDIT.API.SUCCESS_MESSAGE'));
-      }
-    },
-  },
-  validations: {
-    selectedAgents: {
-      isEmpty() {
-        return !!this.selectedAgents.length;
-      },
-    },
-    maxAssignmentLimit: {
-      minValue: minValue(1),
-    },
+const store = useStore();
+const route = useRoute();
+const router = useRouter();
+const { t } = useI18n();
+const { isEnterprise } = useConfig();
+
+const selectedAgents = ref([]);
+const isAgentListUpdating = ref(false);
+const enableAutoAssignment = ref(false);
+const maxAssignmentLimit = ref(null);
+const assignmentPolicy = ref(null);
+const isLoadingPolicy = ref(false);
+const isDeletingPolicy = ref(false);
+const showDeleteConfirmModal = ref(false);
+const availablePolicies = ref([]);
+const isLoadingPolicies = ref(false);
+const showPolicyDropdown = ref(false);
+const isLinkingPolicy = ref(false);
+
+const agentList = computed(() => store.getters['agents/getAgents']);
+
+const isFeatureEnabled = feature => {
+  const accountId = Number(route.params.accountId);
+  return store.getters['accounts/isFeatureEnabledonAccount'](
+    accountId,
+    feature
+  );
+};
+
+const hasAdvancedAssignment = computed(() => {
+  return isFeatureEnabled('advanced_assignment');
+});
+
+const hasAssignmentV2 = computed(() => {
+  return isFeatureEnabled('assignment_v2');
+});
+
+const showAdvancedAssignmentUI = computed(() => {
+  return hasAdvancedAssignment.value && hasAssignmentV2.value;
+});
+
+const assignmentOrderLabel = computed(() => {
+  if (!assignmentPolicy.value) return '';
+  const priority = assignmentPolicy.value.conversation_priority;
+  if (priority === 'earliest_created') {
+    return t('INBOX_MGMT.ASSIGNMENT.PRIORITY.EARLIEST_CREATED');
+  }
+  if (priority === 'longest_waiting') {
+    return t('INBOX_MGMT.ASSIGNMENT.PRIORITY.LONGEST_WAITING');
+  }
+  return priority;
+});
+
+const assignmentMethodLabel = computed(() => {
+  if (!assignmentPolicy.value) return '';
+  const order = assignmentPolicy.value.assignment_order;
+  if (order === 'round_robin') {
+    return t('INBOX_MGMT.ASSIGNMENT.METHOD.ROUND_ROBIN');
+  }
+  if (order === 'balanced') {
+    return t('INBOX_MGMT.ASSIGNMENT.METHOD.BALANCED');
+  }
+  return order;
+});
+
+// Vuelidate validation rules
+const rules = {
+  maxAssignmentLimit: {
+    minValue: minValue(1),
   },
 };
+
+const v$ = useVuelidate(rules, { maxAssignmentLimit });
+
+const maxAssignmentLimitErrors = computed(() => {
+  if (v$.value.maxAssignmentLimit.$error) {
+    return t('INBOX_MGMT.AUTO_ASSIGNMENT.MAX_ASSIGNMENT_LIMIT_RANGE_ERROR');
+  }
+  return '';
+});
+
+const fetchAttachedAgents = async () => {
+  try {
+    const response = await store.dispatch('inboxMembers/get', {
+      inboxId: props.inbox.id,
+    });
+    const {
+      data: { payload: inboxMembers },
+    } = response;
+    selectedAgents.value = inboxMembers;
+  } catch (error) {
+    //  Handle error
+  }
+};
+
+const fetchAssignmentPolicy = async () => {
+  if (!props.inbox.id) return;
+
+  isLoadingPolicy.value = true;
+  try {
+    const response = await assignmentPoliciesAPI.getInboxPolicy(props.inbox.id);
+    assignmentPolicy.value = response.data;
+  } catch (error) {
+    // No policy attached, which is fine
+    assignmentPolicy.value = null;
+  } finally {
+    isLoadingPolicy.value = false;
+  }
+};
+
+const fetchAvailablePolicies = async () => {
+  isLoadingPolicies.value = true;
+  try {
+    const response = await assignmentPoliciesAPI.get();
+    availablePolicies.value = response.data;
+  } catch (error) {
+    availablePolicies.value = [];
+  } finally {
+    isLoadingPolicies.value = false;
+  }
+};
+
+const linkPolicyToInbox = async policy => {
+  isLinkingPolicy.value = true;
+  try {
+    await assignmentPoliciesAPI.setInboxPolicy(props.inbox.id, policy.id);
+    assignmentPolicy.value = policy;
+    showPolicyDropdown.value = false;
+    useAlert(t('INBOX_MGMT.ASSIGNMENT.LINK_SUCCESS'));
+  } catch (error) {
+    useAlert(t('INBOX_MGMT.ASSIGNMENT.LINK_ERROR'));
+  } finally {
+    isLinkingPolicy.value = false;
+  }
+};
+
+const navigateToAssignmentPolicies = () => {
+  const accountId = route.params.accountId;
+  router.push({
+    name: 'agent_assignment_policy_index',
+    params: { accountId },
+  });
+};
+
+const policyMenuItems = computed(() => {
+  const items = availablePolicies.value.map(policy => ({
+    action: 'select_policy',
+    value: policy.id,
+    label: policy.name,
+    icon: 'i-lucide-zap',
+    policy,
+  }));
+
+  items.push({
+    action: 'view_all',
+    value: 'view_all',
+    label: t('INBOX_MGMT.ASSIGNMENT.VIEW_ALL_POLICIES'),
+    icon: 'i-lucide-arrow-right',
+  });
+
+  return items;
+});
+
+const handlePolicyMenuAction = ({ action, policy }) => {
+  if (action === 'select_policy' && policy) {
+    linkPolicyToInbox(policy);
+  } else if (action === 'view_all') {
+    navigateToAssignmentPolicies();
+  }
+  showPolicyDropdown.value = false;
+};
+
+const togglePolicyDropdown = () => {
+  if (!showPolicyDropdown.value && availablePolicies.value.length === 0) {
+    fetchAvailablePolicies();
+  }
+  showPolicyDropdown.value = !showPolicyDropdown.value;
+};
+
+const closePolicyDropdown = () => {
+  showPolicyDropdown.value = false;
+};
+
+const handleToggleAutoAssignment = async () => {
+  try {
+    const payload = {
+      id: props.inbox.id,
+      formData: false,
+      enable_auto_assignment: enableAutoAssignment.value,
+    };
+    await store.dispatch('inboxes/updateInbox', payload);
+    useAlert(t('INBOX_MGMT.EDIT.API.SUCCESS_MESSAGE'));
+  } catch (error) {
+    useAlert(t('INBOX_MGMT.EDIT.API.ERROR_MESSAGE'));
+  }
+};
+
+const updateAgents = async () => {
+  const agentListIds = selectedAgents.value.map(el => el.id);
+  isAgentListUpdating.value = true;
+  try {
+    await store.dispatch('inboxMembers/create', {
+      inboxId: props.inbox.id,
+      agentList: agentListIds,
+    });
+    useAlert(t('AGENT_MGMT.EDIT.API.SUCCESS_MESSAGE'));
+  } catch (error) {
+    useAlert(t('AGENT_MGMT.EDIT.API.ERROR_MESSAGE'));
+  }
+  isAgentListUpdating.value = false;
+};
+
+const updateInbox = async () => {
+  try {
+    const payload = {
+      id: props.inbox.id,
+      formData: false,
+      enable_auto_assignment: enableAutoAssignment.value,
+      auto_assignment_config: {
+        max_assignment_limit: maxAssignmentLimit.value,
+      },
+    };
+    await store.dispatch('inboxes/updateInbox', payload);
+    useAlert(t('INBOX_MGMT.EDIT.API.SUCCESS_MESSAGE'));
+  } catch (error) {
+    useAlert(t('INBOX_MGMT.EDIT.API.ERROR_MESSAGE'));
+  }
+};
+
+const navigateToCreatePolicy = () => {
+  const accountId = route.params.accountId;
+  router.push({
+    name: 'agent_assignment_policy_create',
+    params: { accountId },
+    query: { inboxId: props.inbox.id },
+  });
+};
+
+const navigateToAssignmentPolicyEdit = () => {
+  if (!assignmentPolicy.value?.id) return;
+  const accountId = route.params.accountId;
+  router.push({
+    name: 'agent_assignment_policy_edit',
+    params: { accountId, id: assignmentPolicy.value.id },
+  });
+};
+
+const navigateToBilling = () => {
+  const accountId = route.params.accountId;
+  router.push({
+    name: 'billing_settings_index',
+    params: { accountId },
+  });
+};
+
+const confirmDeletePolicy = () => {
+  showDeleteConfirmModal.value = true;
+};
+
+const cancelDeletePolicy = () => {
+  showDeleteConfirmModal.value = false;
+};
+
+const deleteAssignmentPolicy = async () => {
+  if (isDeletingPolicy.value) return;
+  isDeletingPolicy.value = true;
+  try {
+    await assignmentPoliciesAPI.removeInboxPolicy(props.inbox.id);
+    assignmentPolicy.value = null;
+    showDeleteConfirmModal.value = false;
+    useAlert(t('INBOX_MGMT.ASSIGNMENT_POLICY.DELETE_SUCCESS'));
+  } catch (error) {
+    useAlert(t('INBOX_MGMT.ASSIGNMENT_POLICY.DELETE_ERROR'));
+  } finally {
+    isDeletingPolicy.value = false;
+  }
+};
+
+const setDefaults = () => {
+  enableAutoAssignment.value = props.inbox.enable_auto_assignment;
+  maxAssignmentLimit.value =
+    props.inbox.auto_assignment_config?.max_assignment_limit || null;
+  fetchAttachedAgents();
+  if (showAdvancedAssignmentUI.value) {
+    fetchAssignmentPolicy();
+    fetchAvailablePolicies();
+  }
+};
+
+// Watch only inbox.id to avoid unnecessary refetches when other properties change
+watch(() => props.inbox.id, setDefaults);
+
+onMounted(() => {
+  setDefaults();
+});
 </script>
 
 <template>
@@ -138,7 +337,6 @@ export default {
         selected-label
         :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
         :deselect-label="$t('FORMS.MULTISELECT.ENTER_TO_REMOVE')"
-        @select="v$.selectedAgents.$touch"
       />
 
       <NextButton
@@ -152,44 +350,325 @@ export default {
       :title="$t('INBOX_MGMT.SETTINGS_POPUP.AGENT_ASSIGNMENT')"
       :sub-title="$t('INBOX_MGMT.SETTINGS_POPUP.AGENT_ASSIGNMENT_SUB_TEXT')"
     >
-      <label class="w-3/4 settings-item">
-        <div class="flex items-center gap-2">
-          <input
-            id="enableAutoAssignment"
+      <!-- New UI for assignment_v2 -->
+      <template v-if="hasAssignmentV2">
+        <div class="flex items-start gap-3">
+          <Switch
             v-model="enableAutoAssignment"
-            type="checkbox"
-            @change="handleEnableAutoAssignment"
+            class="flex-shrink-0 mt-0.5"
+            @change="handleToggleAutoAssignment"
           />
-          <label for="enableAutoAssignment">
-            {{ $t('INBOX_MGMT.SETTINGS_POPUP.AUTO_ASSIGNMENT') }}
-          </label>
+          <div class="flex-grow">
+            <label class="text-sm text-n-slate-12 font-medium mb-1">
+              {{ $t('INBOX_MGMT.ASSIGNMENT.ENABLE_AUTO_ASSIGNMENT') }}
+            </label>
+            <p class="text-sm text-n-slate-11">
+              {{ $t('INBOX_MGMT.ASSIGNMENT.DESCRIPTION') }}
+            </p>
+          </div>
         </div>
 
-        <p class="pb-1 text-sm not-italic text-n-slate-11">
-          {{ $t('INBOX_MGMT.SETTINGS_POPUP.AUTO_ASSIGNMENT_SUB_TEXT') }}
-        </p>
-      </label>
+        <Transition
+          enter-active-class="transition-all duration-200 ease-out"
+          enter-from-class="opacity-0 -translate-y-2"
+          enter-to-class="opacity-100 translate-y-0"
+          leave-active-class="transition-all duration-150 ease-in"
+          leave-from-class="opacity-100 translate-y-0"
+          leave-to-class="opacity-0 -translate-y-2"
+        >
+          <div v-if="enableAutoAssignment" class="mt-6">
+            <!-- Policy Card - When policy is attached -->
+            <div
+              v-if="showAdvancedAssignmentUI && assignmentPolicy"
+              class="p-4 rounded-xl outline-1 outline-n-weak outline bg-n-solid-1 dark:bg-n-slate-1"
+            >
+              <div class="flex items-start gap-4">
+                <div
+                  class="flex-shrink-0 size-12 rounded-xl bg-n-slate-3 flex items-center justify-center"
+                >
+                  <span class="i-lucide-zap text-xl text-n-slate-11" />
+                </div>
+                <div class="flex-grow">
+                  <div class="flex items-start justify-between gap-4 mb-4">
+                    <div class="flex flex-col items-start">
+                      <span class="text-base font-medium text-n-slate-12 mb-1">
+                        {{ assignmentPolicy.name }}
+                      </span>
+                      <p class="text-sm text-n-slate-11">
+                        {{ $t('INBOX_MGMT.ASSIGNMENT.POLICY_LABEL') }}
+                      </p>
+                    </div>
+                    <NextButton
+                      icon="i-lucide-trash-2"
+                      ghost
+                      ruby
+                      sm
+                      @click="confirmDeletePolicy"
+                    />
+                  </div>
 
-      <div v-if="enableAutoAssignment && isEnterprise" class="py-3">
-        <woot-input
-          v-model="maxAssignmentLimit"
-          type="number"
-          :class="{ error: v$.maxAssignmentLimit.$error }"
-          :error="maxAssignmentLimitErrors"
-          :label="$t('INBOX_MGMT.AUTO_ASSIGNMENT.MAX_ASSIGNMENT_LIMIT')"
-          @blur="v$.maxAssignmentLimit.$touch"
-        />
+                  <ul class="space-y-2 mb-6">
+                    <li class="flex items-center gap-2">
+                      <span
+                        class="w-1.5 h-1.5 rounded-full bg-n-slate-11 flex-shrink-0"
+                      />
+                      <span class="text-sm text-n-slate-12">
+                        {{ assignmentOrderLabel }}
+                      </span>
+                    </li>
+                    <li class="flex items-center gap-2">
+                      <span
+                        class="w-1.5 h-1.5 rounded-full bg-n-slate-11 flex-shrink-0"
+                      />
+                      <span class="text-sm text-n-slate-12">
+                        {{ assignmentMethodLabel }}
+                      </span>
+                    </li>
+                  </ul>
 
-        <p class="pb-1 text-sm not-italic text-n-slate-11">
-          {{ $t('INBOX_MGMT.AUTO_ASSIGNMENT.MAX_ASSIGNMENT_LIMIT_SUB_TEXT') }}
-        </p>
+                  <div class="w-full h-px my-4 bg-n-weak" />
 
-        <NextButton
-          :label="$t('INBOX_MGMT.SETTINGS_POPUP.UPDATE')"
-          :disabled="v$.maxAssignmentLimit.$invalid"
-          @click="updateInbox"
-        />
-      </div>
+                  <NextButton
+                    :label="$t('INBOX_MGMT.ASSIGNMENT.CUSTOMIZE_POLICY')"
+                    icon="i-lucide-arrow-right"
+                    trailing-icon
+                    link
+                    class="mb-2"
+                    @click="navigateToAssignmentPolicyEdit"
+                  />
+                </div>
+              </div>
+            </div>
+
+            <!-- Default Policy - When no custom policy attached but feature enabled -->
+            <div
+              v-else-if="
+                showAdvancedAssignmentUI &&
+                !assignmentPolicy &&
+                !isLoadingPolicy
+              "
+              class="rounded-xl outline-1 outline-n-weak outline"
+            >
+              <!-- Default Policy Header -->
+              <div class="p-4">
+                <div class="flex items-start gap-4">
+                  <div
+                    class="flex-shrink-0 w-12 h-12 rounded-xl bg-n-slate-3 dark:bg-n-slate-4 flex items-center justify-center"
+                  >
+                    <i class="i-lucide-zap text-xl text-n-slate-11" />
+                  </div>
+                  <div class="flex-grow">
+                    <h4 class="text-base font-medium text-n-slate-12 mb-1">
+                      {{ $t('INBOX_MGMT.ASSIGNMENT.DEFAULT_POLICY_LINKED') }}
+                    </h4>
+                    <p class="text-sm text-n-slate-11">
+                      {{
+                        $t('INBOX_MGMT.ASSIGNMENT.DEFAULT_POLICY_DESCRIPTION')
+                      }}
+                    </p>
+                  </div>
+                </div>
+
+                <!-- Action Buttons -->
+                <div class="mt-5 flex items-center gap-3">
+                  <div
+                    v-if="!isLoadingPolicies && availablePolicies.length > 0"
+                    v-on-click-outside="closePolicyDropdown"
+                    class="relative"
+                  >
+                    <button
+                      type="button"
+                      class="inline-flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-n-brand hover:bg-n-brand/90 rounded-lg transition-colors"
+                      @click="togglePolicyDropdown"
+                    >
+                      <i class="i-lucide-link text-sm" />
+                      {{ $t('INBOX_MGMT.ASSIGNMENT.LINK_EXISTING_POLICY') }}
+                      <i
+                        class="i-lucide-chevron-down text-sm transition-transform"
+                        :class="{ 'rotate-180': showPolicyDropdown }"
+                      />
+                    </button>
+
+                    <DropdownMenu
+                      v-if="showPolicyDropdown"
+                      class="top-full left-0 mt-2 min-w-72"
+                      :menu-items="policyMenuItems"
+                      :is-searching="isLoadingPolicies"
+                      @action="handlePolicyMenuAction"
+                    />
+                  </div>
+
+                  <button
+                    type="button"
+                    class="inline-flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-n-slate-12 bg-n-slate-3 dark:bg-n-slate-4 hover:bg-n-slate-4 dark:hover:bg-n-slate-5 rounded-lg transition-colors"
+                    @click="navigateToCreatePolicy"
+                  >
+                    <i class="i-lucide-plus text-sm" />
+                    {{ $t('INBOX_MGMT.ASSIGNMENT.CREATE_NEW_POLICY') }}
+                  </button>
+                </div>
+              </div>
+
+              <!-- Default Rules Info -->
+              <div class="px-4 py-4 border-t border-n-weak bg-n-slate-2">
+                <div class="flex items-start gap-3">
+                  <i class="i-lucide-info text-base text-n-slate-10 mt-0.5" />
+                  <div>
+                    <p class="text-sm text-n-slate-11 mb-2">
+                      {{ $t('INBOX_MGMT.ASSIGNMENT.CURRENT_BEHAVIOR') }}
+                    </p>
+                    <ul class="space-y-1">
+                      <li class="flex items-center gap-2">
+                        <span
+                          class="w-1 h-1 rounded-full bg-n-slate-10 flex-shrink-0"
+                        />
+                        <span class="text-sm text-n-slate-11">
+                          {{ $t('INBOX_MGMT.ASSIGNMENT.DEFAULT_RULE_1') }}
+                        </span>
+                      </li>
+                      <li class="flex items-center gap-2">
+                        <span
+                          class="w-1 h-1 rounded-full bg-n-slate-10 flex-shrink-0"
+                        />
+                        <span class="text-sm text-n-slate-11">
+                          {{ $t('INBOX_MGMT.ASSIGNMENT.DEFAULT_RULE_2') }}
+                        </span>
+                      </li>
+                    </ul>
+                  </div>
+                </div>
+              </div>
+            </div>
+
+            <!-- Default Rules Card - Feature not enabled (no advanced_assignment) -->
+            <div
+              v-else-if="!showAdvancedAssignmentUI"
+              class="p-4 rounded-xl outline outline-1 outline-n-weak -outline-offset-1"
+            >
+              <div class="flex items-start gap-4">
+                <div
+                  class="flex-shrink-0 w-12 h-12 rounded-xl bg-n-slate-3 dark:bg-n-slate-4 flex items-center justify-center"
+                >
+                  <i class="i-lucide-zap text-xl text-n-slate-11" />
+                </div>
+                <div class="flex-grow">
+                  <h4 class="text-base font-medium text-n-slate-12 mb-1">
+                    {{ $t('INBOX_MGMT.ASSIGNMENT.DEFAULT_RULES_TITLE') }}
+                  </h4>
+                  <p class="text-sm text-n-slate-11 mb-4">
+                    {{ $t('INBOX_MGMT.ASSIGNMENT.DEFAULT_RULES_DESCRIPTION') }}
+                  </p>
+
+                  <ul class="space-y-2 mb-6">
+                    <li class="flex items-center gap-2">
+                      <span
+                        class="w-1.5 h-1.5 rounded-full bg-n-slate-11 flex-shrink-0"
+                      />
+                      <span class="text-sm font-medium text-n-slate-12">
+                        {{ $t('INBOX_MGMT.ASSIGNMENT.DEFAULT_RULE_1') }}
+                      </span>
+                    </li>
+                    <li class="flex items-center gap-2">
+                      <span
+                        class="w-1.5 h-1.5 rounded-full bg-n-slate-11 flex-shrink-0"
+                      />
+                      <span class="text-sm font-medium text-n-slate-12">
+                        {{ $t('INBOX_MGMT.ASSIGNMENT.DEFAULT_RULE_2') }}
+                      </span>
+                    </li>
+                  </ul>
+
+                  <div class="w-full h-px bg-n-weak my-4" />
+
+                  <!-- Upgrade prompt when advanced_assignment is not enabled -->
+                  <div v-if="!hasAdvancedAssignment">
+                    <p class="text-sm text-n-slate-11 mb-1">
+                      {{ $t('INBOX_MGMT.ASSIGNMENT.UPGRADE_PROMPT') }}
+                    </p>
+                    <NextButton
+                      :label="$t('INBOX_MGMT.ASSIGNMENT.UPGRADE_TO_BUSINESS')"
+                      icon="i-lucide-arrow-right"
+                      trailing-icon
+                      link
+                      @click="navigateToBilling"
+                    />
+                  </div>
+                </div>
+              </div>
+            </div>
+          </div>
+        </Transition>
+      </template>
+
+      <!-- Old UI for non-assignment_v2 -->
+      <template v-else>
+        <label class="w-3/4 settings-item">
+          <div class="flex items-center gap-2">
+            <input
+              id="enableAutoAssignment"
+              v-model="enableAutoAssignment"
+              type="checkbox"
+              @change="handleToggleAutoAssignment"
+            />
+            <label for="enableAutoAssignment">
+              {{ $t('INBOX_MGMT.SETTINGS_POPUP.AUTO_ASSIGNMENT') }}
+            </label>
+          </div>
+
+          <p class="pb-1 text-sm not-italic text-n-slate-11">
+            {{ $t('INBOX_MGMT.SETTINGS_POPUP.AUTO_ASSIGNMENT_SUB_TEXT') }}
+          </p>
+        </label>
+
+        <div v-if="enableAutoAssignment && isEnterprise" class="py-3">
+          <woot-input
+            v-model="maxAssignmentLimit"
+            type="number"
+            :class="{ error: v$.maxAssignmentLimit.$error }"
+            :error="maxAssignmentLimitErrors"
+            :label="$t('INBOX_MGMT.AUTO_ASSIGNMENT.MAX_ASSIGNMENT_LIMIT')"
+            @blur="v$.maxAssignmentLimit.$touch"
+          />
+
+          <p class="pb-1 text-sm not-italic text-n-slate-11">
+            {{ $t('INBOX_MGMT.AUTO_ASSIGNMENT.MAX_ASSIGNMENT_LIMIT_SUB_TEXT') }}
+          </p>
+
+          <NextButton
+            :label="$t('INBOX_MGMT.SETTINGS_POPUP.UPDATE')"
+            :disabled="v$.maxAssignmentLimit.$invalid"
+            @click="updateInbox"
+          />
+        </div>
+      </template>
     </SettingsSection>
+
+    <woot-modal
+      v-if="showDeleteConfirmModal"
+      :show="showDeleteConfirmModal"
+      :on-close="cancelDeletePolicy"
+    >
+      <div class="p-6">
+        <h3 class="text-lg font-medium text-n-slate-12 mb-4">
+          {{ $t('INBOX_MGMT.ASSIGNMENT_POLICY.DELETE_CONFIRM_TITLE') }}
+        </h3>
+        <p class="text-sm text-n-slate-11 mb-6 ml-13">
+          {{ $t('INBOX_MGMT.ASSIGNMENT_POLICY.DELETE_CONFIRM_MESSAGE') }}
+        </p>
+        <div class="flex justify-end gap-2">
+          <NextButton
+            color="slate"
+            :label="$t('INBOX_MGMT.ASSIGNMENT_POLICY.CANCEL')"
+            @click="cancelDeletePolicy"
+          />
+          <NextButton
+            color="ruby"
+            :label="$t('INBOX_MGMT.ASSIGNMENT_POLICY.CONFIRM_DELETE')"
+            :is-loading="isDeletingPolicy"
+            @click="deleteAssignmentPolicy"
+          />
+        </div>
+      </div>
+    </woot-modal>
   </div>
 </template>

app/javascript/dashboard/routes/dashboard/settings/reports/BotReports.vue

@@ -1,7 +1,7 @@
 <script>
 import { useAlert, useTrack } from 'dashboard/composables';
 import BotMetrics from './components/BotMetrics.vue';
-import ReportFilterSelector from './components/FilterSelector.vue';
+import ReportFilters from './components/ReportFilters.vue';
 import { GROUP_BY_FILTER } from './constants';
 import ReportContainer from './ReportContainer.vue';
 import { REPORTS_EVENTS } from '../../../../helper/AnalyticsHelper/events';
@@ -12,7 +12,7 @@ export default {
   components: {
     BotMetrics,
     ReportHeader,
-    ReportFilterSelector,
+    ReportFilters,
     ReportContainer,
   },
   data() {
@@ -88,10 +88,10 @@ export default {
 <template>
   <ReportHeader :header-title="$t('BOT_REPORTS.HEADER')" />
   <div class="flex flex-col gap-4">
-    <ReportFilterSelector
-      :show-agents-filter="false"
-      show-group-by-filter
-      :show-business-hours-switch="false"
+    <ReportFilters
+      :show-entity-filter="false"
+      show-group-by
+      :show-business-hours="false"
       @filter-change="onFilterChange"
     />
 

app/javascript/dashboard/routes/dashboard/settings/reports/CsatResponses.vue

@@ -52,6 +52,9 @@ export default {
       );
     },
   },
+  mounted() {
+    this.$store.dispatch('agents/get');
+  },
   methods: {
     getAllData() {
       try {

app/javascript/dashboard/routes/dashboard/settings/reports/Index.vue

@@ -1,7 +1,7 @@
 <script>
 import V4Button from 'dashboard/components-next/button/Button.vue';
 import { useAlert, useTrack } from 'dashboard/composables';
-import ReportFilterSelector from './components/FilterSelector.vue';
+import ReportFilters from './components/ReportFilters.vue';
 import { GROUP_BY_FILTER } from './constants';
 import { REPORTS_EVENTS } from '../../../../helper/AnalyticsHelper/events';
 import { generateFileName } from 'dashboard/helper/downloadHelper';
@@ -22,7 +22,7 @@ export default {
   name: 'ConversationReports',
   components: {
     ReportHeader,
-    ReportFilterSelector,
+    ReportFilters,
     ReportContainer,
     V4Button,
   },
@@ -115,10 +115,10 @@ export default {
       @click="downloadConversationReports"
     />
   </ReportHeader>
-  <div class="flex flex-col gap-3">
-    <ReportFilterSelector
-      :show-agents-filter="false"
-      show-group-by-filter
+  <div class="flex flex-col">
+    <ReportFilters
+      :show-entity-filter="false"
+      show-group-by
       @filter-change="onFilterChange"
     />
     <ReportContainer :group-by="groupBy" />

app/javascript/dashboard/routes/dashboard/settings/reports/ReportContainer.vue

@@ -145,7 +145,7 @@ export default {
 
 <template>
   <div
-    class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-2 px-6 py-5 shadow outline-1 outline outline-n-container rounded-xl bg-n-solid-2"
+    class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-2 px-6 py-5 shadow outline-1 outline outline-n-container rounded-xl bg-n-solid-2 mt-4"
   >
     <div
       v-for="metric in metrics"

app/javascript/dashboard/routes/dashboard/settings/reports/components/Csat/CsatFilters.vue

@@ -2,6 +2,8 @@
 import { ref, computed, onMounted } from 'vue';
 import { useI18n } from 'vue-i18n';
 import { useStore } from 'vuex';
+import { useRoute, useRouter } from 'vue-router';
+import { subDays, fromUnixTime } from 'date-fns';
 import { getUnixStartOfDay, getUnixEndOfDay } from 'helpers/DateHelper';
 import {
   buildFilterList,
@@ -13,6 +15,12 @@ import FilterButton from 'dashboard/components/ui/Dropdown/DropdownButton.vue';
 import ActiveFilterChip from '../Filters/v3/ActiveFilterChip.vue';
 import AddFilterChip from '../Filters/v3/AddFilterChip.vue';
 import WootDatePicker from 'dashboard/components/ui/DatePicker/DatePicker.vue';
+import {
+  parseReportURLParams,
+  parseFilterURLParams,
+  generateCompleteURLParams,
+} from '../../helpers/reportFilterHelper';
+import { DATE_RANGE_TYPES } from 'dashboard/components/ui/DatePicker/helpers/DatePickerHelper';
 
 const props = defineProps({
   showTeamFilter: {
@@ -25,16 +33,29 @@ const emit = defineEmits(['filterChange']);
 
 const { t } = useI18n();
 const store = useStore();
+const route = useRoute();
+const router = useRouter();
+
+// Initialize from URL params immediately
+const urlParams = parseReportURLParams(route.query);
+const urlFilters = parseFilterURLParams(route.query);
+
+const initialDateRange =
+  urlParams.from && urlParams.to
+    ? [fromUnixTime(urlParams.from), fromUnixTime(urlParams.to)]
+    : [subDays(new Date(), 6), new Date()];
 
 const showDropdownMenu = ref(false);
 const showSubDropdownMenu = ref(false);
 const activeFilterType = ref('');
-const customDateRange = ref([new Date(), new Date()]);
+const customDateRange = ref(initialDateRange);
+const selectedDateRange = ref(urlParams.range || DATE_RANGE_TYPES.LAST_7_DAYS);
+
 const appliedFilters = ref({
-  user_ids: null,
-  inbox_id: null,
-  team_id: null,
-  rating: null,
+  user_ids: urlFilters.agent_id,
+  inbox_id: urlFilters.inbox_id,
+  team_id: urlFilters.team_id,
+  rating: urlFilters.rating,
 });
 
 const agents = computed(() => store.getters['agents/getAgents']);
@@ -111,13 +132,17 @@ const activeFilters = computed(() => {
   const activeKeys = Object.keys(appliedFilters.value).filter(
     key => appliedFilters.value[key]
   );
+
   return activeKeys.map(key => {
     const filterType = getFilterType(key, 'keyToType');
     const items = getFilterSource(filterType);
     const item = getActiveFilter(items, filterType, appliedFilters.value[key]);
+    const displayName =
+      item?.name || item?.title || `ID: ${appliedFilters.value[key]}`;
+
     return {
-      id: item?.id,
-      name: item?.name || '',
+      id: item?.id || appliedFilters.value[key],
+      name: displayName,
       type: filterType,
       options: getFilterOptions(filterType),
     };
@@ -130,7 +155,23 @@ const hasActiveFilters = computed(() =>
 
 const isAllFilterSelected = computed(() => !filterListMenuItems.value.length);
 
+const updateURLParams = () => {
+  const params = generateCompleteURLParams({
+    from: from.value,
+    to: to.value,
+    range: selectedDateRange.value,
+    filters: {
+      agent_id: appliedFilters.value.user_ids,
+      inbox_id: appliedFilters.value.inbox_id,
+      team_id: appliedFilters.value.team_id,
+      rating: appliedFilters.value.rating,
+    },
+  });
+  router.replace({ query: params });
+};
+
 const emitChange = () => {
+  updateURLParams();
   emit('filterChange', {
     from: from.value,
     to: to.value,
@@ -200,7 +241,9 @@ const openActiveFilterDropdown = filterType => {
 };
 
 const onDateRangeChange = value => {
-  customDateRange.value = value;
+  const [startDate, endDate, rangeType] = value;
+  customDateRange.value = [startDate, endDate];
+  selectedDateRange.value = rangeType || DATE_RANGE_TYPES.CUSTOM_RANGE;
   emitChange();
 };
 
@@ -211,7 +254,11 @@ onMounted(() => {
 
 <template>
   <div class="flex flex-col flex-wrap w-full gap-3 md:flex-row">
-    <WootDatePicker @date-range-changed="onDateRangeChange" />
+    <WootDatePicker
+      v-model:date-range="customDateRange"
+      v-model:range-type="selectedDateRange"
+      @date-range-changed="onDateRangeChange"
+    />
 
     <div
       class="flex flex-col flex-wrap items-start gap-2 md:items-center md:flex-nowrap md:flex-row"