diff --git a/.circleci/config.yml b/.circleci/config.yml
index c0320652b..99ac1c29a 100644
--- a/.circleci/config.yml
+++ b/.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
diff --git a/.gitignore b/.gitignore
index bcc83c1ef..dbdd35bcd 100644
--- a/.gitignore
+++ b/.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
diff --git a/AGENTS.md b/AGENTS.md
index 474fe6e7f..301633d7f 100644
--- a/AGENTS.md
+++ b/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.
diff --git a/Gemfile b/Gemfile
index 2d789ba1d..ecbd9a193 100644
--- a/Gemfile
+++ b/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'
diff --git a/Gemfile.lock b/Gemfile.lock
index 96ce85f3b..b31031566 100644
--- a/Gemfile.lock
+++ b/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
diff --git a/VERSION_CW b/VERSION_CW
index ad96464c4..a162ea75a 100644
--- a/VERSION_CW
+++ b/VERSION_CW
@@ -1 +1 @@
-4.10.1
+4.11.0
diff --git a/app/builders/v2/reports/outgoing_messages_count_builder.rb b/app/builders/v2/reports/outgoing_messages_count_builder.rb
new file mode 100644
index 000000000..ac0de59f2
--- /dev/null
+++ b/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
diff --git a/app/controllers/api/v1/accounts/conversations_controller.rb b/app/controllers/api/v1/accounts/conversations_controller.rb
index b3151c8fa..7c21844f5 100644
--- a/app/controllers/api/v1/accounts/conversations_controller.rb
+++ b/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
diff --git a/app/controllers/api/v1/widget/conversations_controller.rb b/app/controllers/api/v1/widget/conversations_controller.rb
index 96c15fde2..00e718614 100644
--- a/app/controllers/api/v1/widget/conversations_controller.rb
+++ b/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
diff --git a/app/controllers/api/v2/accounts/reports_controller.rb b/app/controllers/api/v2/accounts/reports_controller.rb
index ddd629048..192b3619c 100644
--- a/app/controllers/api/v2/accounts/reports_controller.rb
+++ b/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
diff --git a/app/controllers/devise_overrides/passwords_controller.rb b/app/controllers/devise_overrides/passwords_controller.rb
index 00976c3cd..c69541f6f 100644
--- a/app/controllers/devise_overrides/passwords_controller.rb
+++ b/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
diff --git a/app/controllers/webhooks/shopify_controller.rb b/app/controllers/webhooks/shopify_controller.rb
new file mode 100644
index 000000000..efc6a5122
--- /dev/null
+++ b/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
diff --git a/app/javascript/dashboard/components-next/AssignmentPolicy/AssignmentPolicyCard/AssignmentPolicyCard.story.vue b/app/javascript/dashboard/components-next/AssignmentPolicy/AssignmentPolicyCard/AssignmentPolicyCard.story.vue
index cd6f1d49b..20ab38d58 100644
--- a/app/javascript/dashboard/components-next/AssignmentPolicy/AssignmentPolicyCard/AssignmentPolicyCard.story.vue
+++ b/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,
 });
diff --git a/app/javascript/dashboard/components-next/AssignmentPolicy/AssignmentPolicyCard/AssignmentPolicyCard.vue b/app/javascript/dashboard/components-next/AssignmentPolicy/AssignmentPolicyCard/AssignmentPolicyCard.vue
index fe9965777..cedfb0009 100644
--- a/app/javascript/dashboard/components-next/AssignmentPolicy/AssignmentPolicyCard/AssignmentPolicyCard.vue
+++ b/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(
diff --git a/app/javascript/dashboard/components-next/AssignmentPolicy/components/DataTable.vue b/app/javascript/dashboard/components-next/AssignmentPolicy/components/DataTable.vue
index aeea0cbdd..31418919a 100644
--- a/app/javascript/dashboard/components-next/AssignmentPolicy/components/DataTable.vue
+++ b/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
diff --git a/app/javascript/dashboard/components-next/AssignmentPolicy/components/FairDistribution.vue b/app/javascript/dashboard/components-next/AssignmentPolicy/components/FairDistribution.vue
index be5b26a7e..8a3465972 100644
--- a/app/javascript/dashboard/components-next/AssignmentPolicy/components/FairDistribution.vue
+++ b/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"
diff --git a/app/javascript/dashboard/components-next/AssignmentPolicy/components/RadioCard.vue b/app/javascript/dashboard/components-next/AssignmentPolicy/components/RadioCard.vue
index 3d0c8a8b3..ded6cb930 100644
--- a/app/javascript/dashboard/components-next/AssignmentPolicy/components/RadioCard.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components-next/AssignmentPolicy/components/story/BaseInfo.story.vue b/app/javascript/dashboard/components-next/AssignmentPolicy/components/story/BaseInfo.story.vue
index a3bfe9bee..86334a3ce 100644
--- a/app/javascript/dashboard/components-next/AssignmentPolicy/components/story/BaseInfo.story.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components-next/Contacts/ContactsHeader/ContactListHeaderWrapper.vue b/app/javascript/dashboard/components-next/Contacts/ContactsHeader/ContactListHeaderWrapper.vue
index 0b4880264..3d4b5c8a5 100644
--- a/app/javascript/dashboard/components-next/Contacts/ContactsHeader/ContactListHeaderWrapper.vue
+++ b/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 = () =>
diff --git a/app/javascript/dashboard/components-next/NewConversation/ComposeConversation.vue b/app/javascript/dashboard/components-next/NewConversation/ComposeConversation.vue
index ee71bf51a..8e24f3d50 100644
--- a/app/javascript/dashboard/components-next/NewConversation/ComposeConversation.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components-next/NewConversation/components/ComposeNewConversationForm.vue b/app/javascript/dashboard/components-next/NewConversation/components/ComposeNewConversationForm.vue
index 82f87a08d..5ba97b779 100644
--- a/app/javascript/dashboard/components-next/NewConversation/components/ComposeNewConversationForm.vue
+++ b/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,
diff --git a/app/javascript/dashboard/components-next/NewConversation/components/EmailOptions.vue b/app/javascript/dashboard/components-next/NewConversation/components/EmailOptions.vue
index ac7e8d659..4e0c71adb 100644
--- a/app/javascript/dashboard/components-next/NewConversation/components/EmailOptions.vue
+++ b/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)"
diff --git a/app/javascript/dashboard/components-next/captain/pageComponents/document/RelatedResponses.vue b/app/javascript/dashboard/components-next/captain/pageComponents/document/RelatedResponses.vue
index 6e00eda9b..9c95fd2b4 100644
--- a/app/javascript/dashboard/components-next/captain/pageComponents/document/RelatedResponses.vue
+++ b/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"
diff --git a/app/javascript/dashboard/components-next/combobox/ComboBox.vue b/app/javascript/dashboard/components-next/combobox/ComboBox.vue
index d50134e88..58d9e634d 100644
--- a/app/javascript/dashboard/components-next/combobox/ComboBox.vue
+++ b/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 = '';
 };
diff --git a/app/javascript/dashboard/components-next/dialog/Dialog.vue b/app/javascript/dashboard/components-next/dialog/Dialog.vue
index 78ca5206b..8a5439554 100644
--- a/app/javascript/dashboard/components-next/dialog/Dialog.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components-next/dropdown-menu/base/DropdownSection.vue b/app/javascript/dashboard/components-next/dropdown-menu/base/DropdownSection.vue
index 54872c440..5fc63b85c 100644
--- a/app/javascript/dashboard/components-next/dropdown-menu/base/DropdownSection.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components-next/filter/ConditionRow.vue b/app/javascript/dashboard/components-next/filter/ConditionRow.vue
index c74879a58..510ddbde3 100644
--- a/app/javascript/dashboard/components-next/filter/ConditionRow.vue
+++ b/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'"
diff --git a/app/javascript/dashboard/components-next/filter/inputs/FilterSelect.vue b/app/javascript/dashboard/components-next/filter/inputs/FilterSelect.vue
index a5c97b456..58db5ecef 100644
--- a/app/javascript/dashboard/components-next/filter/inputs/FilterSelect.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components-next/filter/inputs/MultiSelect.vue b/app/javascript/dashboard/components-next/filter/inputs/MultiSelect.vue
index 7f6bab135..f64c8eb76 100644
--- a/app/javascript/dashboard/components-next/filter/inputs/MultiSelect.vue
+++ b/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"
diff --git a/app/javascript/dashboard/components-next/filter/inputs/SingleSelect.vue b/app/javascript/dashboard/components-next/filter/inputs/SingleSelect.vue
index 4c77523c4..b66945c99 100644
--- a/app/javascript/dashboard/components-next/filter/inputs/SingleSelect.vue
+++ b/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"
diff --git a/app/javascript/dashboard/components-next/message/Message.vue b/app/javascript/dashboard/components-next/message/Message.vue
index 0f6ab85a8..66234984c 100644
--- a/app/javascript/dashboard/components-next/message/Message.vue
+++ b/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}`;
diff --git a/app/javascript/dashboard/components-next/message/MessageError.vue b/app/javascript/dashboard/components-next/message/MessageError.vue
index cd17c1e3f..fe508c805 100644
--- a/app/javascript/dashboard/components-next/message/MessageError.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components-next/sidebar/Sidebar.vue b/app/javascript/dashboard/components-next/sidebar/Sidebar.vue
index bd13eee30..c90294dc0 100644
--- a/app/javascript/dashboard/components-next/sidebar/Sidebar.vue
+++ b/app/javascript/dashboard/components-next/sidebar/Sidebar.vue
@@ -8,6 +8,7 @@ import { useStore } from 'vuex';
 import { useI18n } from 'vue-i18n';
 import { 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'),
diff --git a/app/javascript/dashboard/components-next/taginput/TagInput.vue b/app/javascript/dashboard/components-next/taginput/TagInput.vue
index 6ef152dab..b0ecb6aff 100644
--- a/app/javascript/dashboard/components-next/taginput/TagInput.vue
+++ b/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');
 };
 
diff --git a/app/javascript/dashboard/components-next/taginput/helper/spec/tagInputHelper.spec.js b/app/javascript/dashboard/components-next/taginput/helper/spec/tagInputHelper.spec.js
index f1886de22..24ab3339e 100644
--- a/app/javascript/dashboard/components-next/taginput/helper/spec/tagInputHelper.spec.js
+++ b/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', () => {
diff --git a/app/javascript/dashboard/components-next/taginput/helper/tagInputHelper.js b/app/javascript/dashboard/components-next/taginput/helper/tagInputHelper.js
index fb0af711e..21426ca7b 100644
--- a/app/javascript/dashboard/components-next/taginput/helper/tagInputHelper.js
+++ b/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,
diff --git a/app/javascript/dashboard/components/ChatList.vue b/app/javascript/dashboard/components/ChatList.vue
index 08e2057e4..3b2a66929 100644
--- a/app/javascript/dashboard/components/ChatList.vue
+++ b/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);
diff --git a/app/javascript/dashboard/components/ConversationItem.vue b/app/javascript/dashboard/components/ConversationItem.vue
index a705dd067..fcd41ad45 100644
--- a/app/javascript/dashboard/components/ConversationItem.vue
+++ b/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"
diff --git a/app/javascript/dashboard/components/ui/DatePicker/DatePicker.vue b/app/javascript/dashboard/components/ui/DatePicker/DatePicker.vue
index 886bc30a0..58a31fba8 100644
--- a/app/javascript/dashboard/components/ui/DatePicker/DatePicker.vue
+++ b/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"
diff --git a/app/javascript/dashboard/components/ui/DatePicker/components/CalendarAction.vue b/app/javascript/dashboard/components/ui/DatePicker/components/CalendarAction.vue
index fbf294da3..c05150fc2 100644
--- a/app/javascript/dashboard/components/ui/DatePicker/components/CalendarAction.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components/ui/DatePicker/components/CalendarDateRange.vue b/app/javascript/dashboard/components/ui/DatePicker/components/CalendarDateRange.vue
index 1aea65cfa..3b1e0d1e2 100644
--- a/app/javascript/dashboard/components/ui/DatePicker/components/CalendarDateRange.vue
+++ b/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)"
+        >
+          {{ $t(range.label) }}
+        </button>
+      </template>
     </div>
   </div>
 </template>
diff --git a/app/javascript/dashboard/components/ui/DatePicker/components/CalendarFooter.vue b/app/javascript/dashboard/components/ui/DatePicker/components/CalendarFooter.vue
index 830f17ead..5aa45342f 100644
--- a/app/javascript/dashboard/components/ui/DatePicker/components/CalendarFooter.vue
+++ b/app/javascript/dashboard/components/ui/DatePicker/components/CalendarFooter.vue
@@ -23,7 +23,6 @@ const onClickApply = () => {
     />
     <NextButton
       sm
-      ghost
       :label="$t('DATE_PICKER.APPLY_BUTTON')"
       @click="onClickApply"
     />
diff --git a/app/javascript/dashboard/components/ui/DatePicker/components/CalendarMonth.vue b/app/javascript/dashboard/components/ui/DatePicker/components/CalendarMonth.vue
index c3ddb5bfd..500cefbdc 100644
--- a/app/javascript/dashboard/components/ui/DatePicker/components/CalendarMonth.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components/ui/DatePicker/components/CalendarYear.vue b/app/javascript/dashboard/components/ui/DatePicker/components/CalendarYear.vue
index 13a786e27..c90a2ab45 100644
--- a/app/javascript/dashboard/components/ui/DatePicker/components/CalendarYear.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components/ui/DatePicker/components/DatePickerButton.vue b/app/javascript/dashboard/components/ui/DatePicker/components/DatePickerButton.vue
index 950a9f020..5885fb47b 100644
--- a/app/javascript/dashboard/components/ui/DatePicker/components/DatePickerButton.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components/ui/DatePicker/helpers/DatePickerHelper.js b/app/javascript/dashboard/components/ui/DatePicker/helpers/DatePickerHelper.js
index 85e41603f..e0e9276ee 100644
--- a/app/javascript/dashboard/components/ui/DatePicker/helpers/DatePickerHelper.js
+++ b/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);
+};
diff --git a/app/javascript/dashboard/components/ui/Dropdown/DropdownSearch.vue b/app/javascript/dashboard/components/ui/Dropdown/DropdownSearch.vue
index 7e5bf569e..6be49b99e 100644
--- a/app/javascript/dashboard/components/ui/Dropdown/DropdownSearch.vue
+++ b/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 -->
diff --git a/app/javascript/dashboard/components/widgets/AutomationActionInput.vue b/app/javascript/dashboard/components/widgets/AutomationActionInput.vue
index 5f9aa8f0d..b0b30c2fa 100644
--- a/app/javascript/dashboard/components/widgets/AutomationActionInput.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components/widgets/AutomationActionTeamMessageInput.vue b/app/javascript/dashboard/components/widgets/AutomationActionTeamMessageInput.vue
index 275b292d0..316c9958c 100644
--- a/app/javascript/dashboard/components/widgets/AutomationActionTeamMessageInput.vue
+++ b/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>
diff --git a/app/javascript/dashboard/components/widgets/AutomationFileInput.vue b/app/javascript/dashboard/components/widgets/AutomationFileInput.vue
index 1eff406bf..a184c369a 100644
--- a/app/javascript/dashboard/components/widgets/AutomationFileInput.vue
+++ b/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;
diff --git a/app/javascript/dashboard/components/widgets/FilterInput/Index.vue b/app/javascript/dashboard/components/widgets/FilterInput/Index.vue
deleted file mode 100644
index f38bc814b..000000000
--- a/app/javascript/dashboard/components/widgets/FilterInput/Index.vue
+++ /dev/null
@@ -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>
diff --git a/app/javascript/dashboard/components/widgets/WootWriter/Editor.vue b/app/javascript/dashboard/components/widgets/WootWriter/Editor.vue
index 4e0722c25..956e04dda 100644
--- a/app/javascript/dashboard/components/widgets/WootWriter/Editor.vue
+++ b/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"
diff --git a/app/javascript/dashboard/components/widgets/WootWriter/ReplyBottomPanel.vue b/app/javascript/dashboard/components/widgets/WootWriter/ReplyBottomPanel.vue
index 5842b7f66..241e65505 100644
--- a/app/javascript/dashboard/components/widgets/WootWriter/ReplyBottomPanel.vue
+++ b/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"
diff --git a/app/javascript/dashboard/components/widgets/WootWriter/ReplyTopPanel.vue b/app/javascript/dashboard/components/widgets/WootWriter/ReplyTopPanel.vue
index 0912cc698..ae49145dc 100644
--- a/app/javascript/dashboard/components/widgets/WootWriter/ReplyTopPanel.vue
+++ b/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,
diff --git a/app/javascript/dashboard/components/widgets/conversation/ConversationCard.vue b/app/javascript/dashboard/components/widgets/conversation/ConversationCard.vue
index 5093e5c4b..9f7805b4e 100644
--- a/app/javascript/dashboard/components/widgets/conversation/ConversationCard.vue
+++ b/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"
diff --git a/app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue b/app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue
index e9d2f6d08..78a2481e9 100644
--- a/app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue
+++ b/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"
diff --git a/app/javascript/dashboard/components/widgets/conversation/ReplyBoxBanner.vue b/app/javascript/dashboard/components/widgets/conversation/ReplyBoxBanner.vue
index d80910343..8be715a4f 100644
--- a/app/javascript/dashboard/components/widgets/conversation/ReplyBoxBanner.vue
+++ b/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,
diff --git a/app/javascript/dashboard/components/widgets/conversation/contextMenu/Index.vue b/app/javascript/dashboard/components/widgets/conversation/contextMenu/Index.vue
index a6f79500a..34009935c 100644
--- a/app/javascript/dashboard/components/widgets/conversation/contextMenu/Index.vue
+++ b/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
diff --git a/app/javascript/dashboard/components/widgets/conversation/contextMenu/menuItem.vue b/app/javascript/dashboard/components/widgets/conversation/contextMenu/menuItem.vue
index 9b1c9b0fb..ace2433ed 100644
--- a/app/javascript/dashboard/components/widgets/conversation/contextMenu/menuItem.vue
+++ b/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>
 
diff --git a/app/javascript/dashboard/components/widgets/conversation/conversation/LabelSuggestion.vue b/app/javascript/dashboard/components/widgets/conversation/conversation/LabelSuggestion.vue
index 9075eb4ed..0c8a4fb57 100644
--- a/app/javascript/dashboard/components/widgets/conversation/conversation/LabelSuggestion.vue
+++ b/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,
           }"
diff --git a/app/javascript/dashboard/composables/captain/constants.js b/app/javascript/dashboard/composables/captain/constants.js
new file mode 100644
index 000000000..98629a94f
--- /dev/null
+++ b/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',
+});
diff --git a/app/javascript/dashboard/composables/chatlist/useBulkActions.js b/app/javascript/dashboard/composables/chatlist/useBulkActions.js
index a32c4c512..45421b978 100644
--- a/app/javascript/dashboard/composables/chatlist/useBulkActions.js
+++ b/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,
   };
diff --git a/app/javascript/dashboard/composables/useAutomation.js b/app/javascript/dashboard/composables/useAutomation.js
index 09828513f..f70a5bf3b 100644
--- a/app/javascript/dashboard/composables/useAutomation.js
+++ b/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,
       ];
     });
diff --git a/app/javascript/dashboard/composables/useCaptain.js b/app/javascript/dashboard/composables/useCaptain.js
index f7c72e04f..b9648fdd0 100644
--- a/app/javascript/dashboard/composables/useCaptain.js
+++ b/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),
+      };
     }
   };
 
diff --git a/app/javascript/dashboard/composables/useCopilotReply.js b/app/javascript/dashboard/composables/useCopilotReply.js
index 492bcb43e..42f506b16 100644
--- a/app/javascript/dashboard/composables/useCopilotReply.js
+++ b/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;
       }
     }
   }
diff --git a/app/javascript/dashboard/featureFlags.js b/app/javascript/dashboard/featureFlags.js
index 279bc1cf6..353bed96e 100644
--- a/app/javascript/dashboard/featureFlags.js
+++ b/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,
 ];
diff --git a/app/javascript/dashboard/helper/AnalyticsHelper/events.js b/app/javascript/dashboard/helper/AnalyticsHelper/events.js
index 0b6e85d77..c9fefb129 100644
--- a/app/javascript/dashboard/helper/AnalyticsHelper/events.js
+++ b/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',
diff --git a/app/javascript/dashboard/helper/automationHelper.js b/app/javascript/dashboard/helper/automationHelper.js
index 3e5f46f90..fa6120c16 100644
--- a/app/javascript/dashboard/helper/automationHelper.js
+++ b/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 => {
diff --git a/app/javascript/dashboard/i18n/locale/en/conversation.json b/app/javascript/dashboard/i18n/locale/en/conversation.json
index 99e0bb072..951a46993 100644
--- a/app/javascript/dashboard/i18n/locale/en/conversation.json
+++ b/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",
diff --git a/app/javascript/dashboard/i18n/locale/en/datePicker.json b/app/javascript/dashboard/i18n/locale/en/datePicker.json
index c7ef06880..95d304cc6 100644
--- a/app/javascript/dashboard/i18n/locale/en/datePicker.json
+++ b/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"
     }
   }
diff --git a/app/javascript/dashboard/i18n/locale/en/inboxMgmt.json b/app/javascript/dashboard/i18n/locale/en/inboxMgmt.json
index 51cae8679..f45e7b4df 100644
--- a/app/javascript/dashboard/i18n/locale/en/inboxMgmt.json
+++ b/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",
diff --git a/app/javascript/dashboard/i18n/locale/en/report.json b/app/javascript/dashboard/i18n/locale/en/report.json
index 504caff0f..2ffa0ef11 100644
--- a/app/javascript/dashboard/i18n/locale/en/report.json
+++ b/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",
diff --git a/app/javascript/dashboard/i18n/locale/en/settings.json b/app/javascript/dashboard/i18n/locale/en/settings.json
index c4131c14a..d885cf8ce 100644
--- a/app/javascript/dashboard/i18n/locale/en/settings.json
+++ b/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": {
diff --git a/app/javascript/dashboard/modules/contact/ContactMergeModal.vue b/app/javascript/dashboard/modules/contact/ContactMergeModal.vue
index 6e5105883..8db16d9e5 100644
--- a/app/javascript/dashboard/modules/contact/ContactMergeModal.vue
+++ b/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>
diff --git a/app/javascript/dashboard/modules/contact/components/ContactDropdownItem.vue b/app/javascript/dashboard/modules/contact/components/ContactDropdownItem.vue
deleted file mode 100644
index 29f38f11f..000000000
--- a/app/javascript/dashboard/modules/contact/components/ContactDropdownItem.vue
+++ /dev/null
@@ -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>
diff --git a/app/javascript/dashboard/modules/contact/components/MergeContact.vue b/app/javascript/dashboard/modules/contact/components/MergeContact.vue
index 85fda4464..29dc6b62d 100644
--- a/app/javascript/dashboard/modules/contact/components/MergeContact.vue
+++ b/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 = $event"
+      @search="onSearch"
+    />
     <MergeContactSummary
       :primary-contact-name="primaryContact.name"
       :parent-contact-name="parentContactName"
@@ -189,32 +120,3 @@ export default {
     </div>
   </form>
 </template>
-
-<style lang="scss" scoped>
-/* TDOD: Clean errors in forms style */
-.error .message {
-  @apply mt-0;
-}
-
-::v-deep {
-  .multiselect {
-    @apply rounded-md;
-  }
-
-  .multiselect--disabled {
-    @apply border-0;
-
-    .multiselect__tags {
-      @apply border;
-    }
-  }
-
-  .multiselect__tags {
-    @apply h-auto;
-  }
-
-  .multiselect__select {
-    @apply mt-px mr-1;
-  }
-}
-</style>
diff --git a/app/javascript/dashboard/routes/dashboard/conversation/ConversationAction.vue b/app/javascript/dashboard/routes/dashboard/conversation/ConversationAction.vue
index 9a7004c5d..35d985c77 100644
--- a/app/javascript/dashboard/routes/dashboard/conversation/ConversationAction.vue
+++ b/app/javascript/dashboard/routes/dashboard/conversation/ConversationAction.vue
@@ -85,7 +85,10 @@ export default {
       },
       set(agent) {
         const agentId = agent ? agent.id : null;
-        this.$store.dispatch('setCurrentChatAssignee', agent);
+        this.$store.dispatch('setCurrentChatAssignee', {
+          conversationId: this.currentChat.id,
+          assignee: agent,
+        });
         this.$store
           .dispatch('assignAgent', {
             conversationId: this.currentChat.id,
diff --git a/app/javascript/dashboard/routes/dashboard/conversation/contact/ContactForm.vue b/app/javascript/dashboard/routes/dashboard/conversation/contact/ContactForm.vue
index 6298a3f2d..77d4b9773 100644
--- a/app/javascript/dashboard/routes/dashboard/conversation/contact/ContactForm.vue
+++ b/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="$t('CONTACT_FORM.FORM.COUNTRY.SELECT_PLACEHOLDER')"
+        @update:model-value="onCountryChange"
+      />
     </div>
     <woot-input
       v-model="city"
@@ -426,11 +431,3 @@ export default {
     </div>
   </form>
 </template>
-
-<style scoped lang="scss">
-::v-deep {
-  .multiselect .multiselect__tags .multiselect__single {
-    @apply pl-0;
-  }
-}
-</style>
diff --git a/app/javascript/dashboard/routes/dashboard/conversation/contact/ContactInfo.vue b/app/javascript/dashboard/routes/dashboard/conversation/contact/ContactInfo.vue
index d1c43b3f2..7392bea78 100644
--- a/app/javascript/dashboard/routes/dashboard/conversation/contact/ContactInfo.vue
+++ b/app/javascript/dashboard/routes/dashboard/conversation/contact/ContactInfo.vue
@@ -51,7 +51,6 @@ export default {
   data() {
     return {
       showEditModal: false,
-      showMergeModal: false,
       showDeleteModal: false,
     };
   },
@@ -167,11 +166,8 @@ export default {
         );
       }
     },
-    closeMergeModal() {
-      this.showMergeModal = false;
-    },
     openMergeModal() {
-      this.showMergeModal = true;
+      this.$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"
diff --git a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/Index.vue b/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/Index.vue
index ab9fcf17e..850c55676 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/Index.vue
+++ b/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 });
diff --git a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/assignmentPolicy.routes.js b/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/assignmentPolicy.routes.js
index d09871674..0c161eba0 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/assignmentPolicy.routes.js
+++ b/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'],
           },
         },
diff --git a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentAssignmentCreatePage.vue b/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentAssignmentCreatePage.vue
index 3c68d9585..eaab83952 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentAssignmentCreatePage.vue
+++ b/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(
diff --git a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentAssignmentEditPage.vue b/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentAssignmentEditPage.vue
index c54f912d4..faf790753 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentAssignmentEditPage.vue
+++ b/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>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentCapacityEditPage.vue b/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentCapacityEditPage.vue
index 41e277c2d..43f928f14 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentCapacityEditPage.vue
+++ b/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 => {
diff --git a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/AgentAssignmentPolicyForm.vue b/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/AgentAssignmentPolicyForm.vue
index 84a19f749..4825dd4f6 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/AgentAssignmentPolicyForm.vue
+++ b/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>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/InboxLinkDialog.vue b/app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/InboxLinkDialog.vue
new file mode 100644
index 000000000..69ea620bd
--- /dev/null
+++ b/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>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/attributes/AddAttribute.vue b/app/javascript/dashboard/routes/dashboard/settings/attributes/AddAttribute.vue
index 006d5cdaf..9b097f6a1 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/attributes/AddAttribute.vue
+++ b/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>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/attributes/EditAttribute.vue b/app/javascript/dashboard/routes/dashboard/settings/attributes/EditAttribute.vue
index a25be5b8b..35cba6a86 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/attributes/EditAttribute.vue
+++ b/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>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/automation/AddAutomationRule.vue b/app/javascript/dashboard/routes/dashboard/settings/automation/AddAutomationRule.vue
index 1cd0e9069..472dfe08e 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/automation/AddAutomationRule.vue
+++ b/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>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/automation/AutomationRuleForm.vue b/app/javascript/dashboard/routes/dashboard/settings/automation/AutomationRuleForm.vue
new file mode 100644
index 000000000..d78c40749
--- /dev/null
+++ b/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>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/automation/EditAutomationRule.vue b/app/javascript/dashboard/routes/dashboard/settings/automation/EditAutomationRule.vue
index aac65302b..864497f32 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/automation/EditAutomationRule.vue
+++ b/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>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/automation/Index.vue b/app/javascript/dashboard/routes/dashboard/settings/automation/Index.vue
index 3d0e82d88..835a1d482 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/automation/Index.vue
+++ b/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"
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/AddAgents.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/AddAgents.vue
index c05c6724b..8be54e19b 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/inbox/AddAgents.vue
+++ b/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>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Facebook.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Facebook.vue
index db1928ea8..39e0df818 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Facebook.vue
+++ b/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>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/CollaboratorsPage.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/CollaboratorsPage.vue
index d2ee47e48..c8dc25e0f 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/CollaboratorsPage.vue
+++ b/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="$t('INBOX_MGMT.ASSIGNMENT_POLICY.CONFIRM_DELETE')"
+            :is-loading="isDeletingPolicy"
+            @click="deleteAssignmentPolicy"
+          />
+        </div>
+      </div>
+    </woot-modal>
   </div>
 </template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/BotReports.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/BotReports.vue
index 11800a029..03b7290d6 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/BotReports.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/reports/BotReports.vue
@@ -1,7 +1,7 @@
 <script>
 import { useAlert, useTrack } from 'dashboard/composables';
 import BotMetrics from './components/BotMetrics.vue';
-import ReportFilterSelector from './components/FilterSelector.vue';
+import ReportFilters from './components/ReportFilters.vue';
 import { GROUP_BY_FILTER } from './constants';
 import ReportContainer from './ReportContainer.vue';
 import { REPORTS_EVENTS } from '../../../../helper/AnalyticsHelper/events';
@@ -12,7 +12,7 @@ export default {
   components: {
     BotMetrics,
     ReportHeader,
-    ReportFilterSelector,
+    ReportFilters,
     ReportContainer,
   },
   data() {
@@ -88,10 +88,10 @@ export default {
 <template>
   <ReportHeader :header-title="$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"
     />
 
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/CsatResponses.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/CsatResponses.vue
index 1b74f053c..61c15b004 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/CsatResponses.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/reports/CsatResponses.vue
@@ -52,6 +52,9 @@ export default {
       );
     },
   },
+  mounted() {
+    this.$store.dispatch('agents/get');
+  },
   methods: {
     getAllData() {
       try {
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/Index.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/Index.vue
index bf45fe7b4..9794d97e4 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/Index.vue
+++ b/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" />
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/ReportContainer.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/ReportContainer.vue
index 3a459e771..c44ab58e5 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/ReportContainer.vue
+++ b/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"
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Csat/CsatFilters.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/Csat/CsatFilters.vue
index 66d601ca4..55fab7d51 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Csat/CsatFilters.vue
+++ b/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"
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/FilterSelector.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/FilterSelector.vue
deleted file mode 100644
index 7454c46d4..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/FilterSelector.vue
+++ /dev/null
@@ -1,228 +0,0 @@
-<script>
-import WootDateRangePicker from 'dashboard/components/ui/DateRangePicker.vue';
-import ReportsFiltersDateRange from './Filters/DateRange.vue';
-import ReportsFiltersDateGroupBy from './Filters/DateGroupBy.vue';
-import ReportsFiltersAgents from './Filters/Agents.vue';
-import ReportsFiltersLabels from './Filters/Labels.vue';
-import ReportsFiltersInboxes from './Filters/Inboxes.vue';
-import ReportsFiltersTeams from './Filters/Teams.vue';
-import ReportsFiltersRatings from './Filters/Ratings.vue';
-import subDays from 'date-fns/subDays';
-import { DATE_RANGE_OPTIONS } from '../constants';
-import { getUnixStartOfDay, getUnixEndOfDay } from 'helpers/DateHelper';
-import ToggleSwitch from 'dashboard/components-next/switch/Switch.vue';
-
-export default {
-  components: {
-    WootDateRangePicker,
-    ReportsFiltersDateRange,
-    ReportsFiltersDateGroupBy,
-    ReportsFiltersAgents,
-    ReportsFiltersLabels,
-    ReportsFiltersInboxes,
-    ReportsFiltersTeams,
-    ReportsFiltersRatings,
-    ToggleSwitch,
-  },
-  props: {
-    showGroupByFilter: {
-      type: Boolean,
-      default: false,
-    },
-    showAgentsFilter: {
-      type: Boolean,
-      default: false,
-    },
-    showLabelsFilter: {
-      type: Boolean,
-      default: false,
-    },
-    showInboxFilter: {
-      type: Boolean,
-      default: false,
-    },
-    showRatingFilter: {
-      type: Boolean,
-      default: false,
-    },
-    showTeamFilter: {
-      type: Boolean,
-      default: false,
-    },
-    showBusinessHoursSwitch: {
-      type: Boolean,
-      default: true,
-    },
-  },
-  emits: ['filterChange'],
-  data() {
-    return {
-      // default value, need not be translated
-      selectedDateRange: DATE_RANGE_OPTIONS.LAST_7_DAYS,
-      selectedGroupByFilter: null,
-      selectedLabel: null,
-      selectedInbox: null,
-      selectedTeam: null,
-      selectedRating: null,
-      selectedAgents: [],
-      customDateRange: [new Date(), new Date()],
-      businessHoursSelected: false,
-    };
-  },
-  computed: {
-    isDateRangeSelected() {
-      return (
-        this.selectedDateRange.id === DATE_RANGE_OPTIONS.CUSTOM_DATE_RANGE.id
-      );
-    },
-    isGroupByPossible() {
-      return this.selectedDateRange.id !== DATE_RANGE_OPTIONS.LAST_7_DAYS.id;
-    },
-    to() {
-      if (this.isDateRangeSelected) {
-        return getUnixEndOfDay(this.customDateRange[1]);
-      }
-      return getUnixEndOfDay(new Date());
-    },
-    from() {
-      if (this.isDateRangeSelected) {
-        return getUnixStartOfDay(this.customDateRange[0]);
-      }
-
-      const { offset } = this.selectedDateRange;
-      const fromDate = subDays(new Date(), offset);
-      return getUnixStartOfDay(fromDate);
-    },
-    validGroupOptions() {
-      return this.selectedDateRange.groupByOptions;
-    },
-    validGroupBy() {
-      if (!this.selectedGroupByFilter) {
-        return this.validGroupOptions[0];
-      }
-
-      const validIds = this.validGroupOptions.map(opt => opt.id);
-      if (validIds.includes(this.selectedGroupByFilter.id)) {
-        return this.selectedGroupByFilter;
-      }
-      return this.validGroupOptions[0];
-    },
-  },
-  mounted() {
-    this.emitChange();
-  },
-  methods: {
-    emitChange() {
-      const {
-        from,
-        to,
-        selectedGroupByFilter: groupBy,
-        businessHoursSelected: businessHours,
-        selectedAgents,
-        selectedLabel,
-        selectedInbox,
-        selectedTeam,
-        selectedRating,
-      } = this;
-      this.$emit('filterChange', {
-        from,
-        to,
-        groupBy,
-        businessHours,
-        selectedAgents,
-        selectedLabel,
-        selectedInbox,
-        selectedTeam,
-        selectedRating,
-      });
-    },
-    onDateRangeChange(selectedRange) {
-      this.selectedDateRange = selectedRange;
-      this.selectedGroupByFilter = this.validGroupBy;
-      this.emitChange();
-    },
-    onCustomDateRangeChange(value) {
-      this.customDateRange = value;
-      this.selectedGroupByFilter = this.validGroupBy;
-      this.emitChange();
-    },
-    onGroupingChange(payload) {
-      this.selectedGroupByFilter = payload;
-      this.emitChange();
-    },
-    handleAgentsFilterSelection(selectedAgents) {
-      this.selectedAgents = selectedAgents;
-      this.emitChange();
-    },
-    handleLabelsFilterSelection(selectedLabel) {
-      this.selectedLabel = selectedLabel;
-      this.emitChange();
-    },
-    handleInboxFilterSelection(selectedInbox) {
-      this.selectedInbox = selectedInbox;
-      this.emitChange();
-    },
-    handleTeamFilterSelection(selectedTeam) {
-      this.selectedTeam = selectedTeam;
-      this.emitChange();
-    },
-    handleRatingFilterSelection(selectedRating) {
-      this.selectedRating = selectedRating;
-      this.emitChange();
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="flex flex-col justify-between gap-3 md:flex-row">
-    <div
-      class="w-full grid gap-y-2 gap-x-1.5 grid-cols-[repeat(auto-fill,minmax(250px,1fr))]"
-    >
-      <ReportsFiltersDateRange @on-range-change="onDateRangeChange" />
-      <WootDateRangePicker
-        v-if="isDateRangeSelected"
-        show-range
-        class="no-margin auto-width"
-        :value="customDateRange"
-        :confirm-text="$t('REPORT.CUSTOM_DATE_RANGE.CONFIRM')"
-        :placeholder="$t('REPORT.CUSTOM_DATE_RANGE.PLACEHOLDER')"
-        @change="onCustomDateRangeChange"
-      />
-      <ReportsFiltersDateGroupBy
-        v-if="showGroupByFilter && isGroupByPossible"
-        :valid-group-options="validGroupOptions"
-        :selected-option="selectedGroupByFilter"
-        @on-grouping-change="onGroupingChange"
-      />
-      <ReportsFiltersAgents
-        v-if="showAgentsFilter"
-        @agents-filter-selection="handleAgentsFilterSelection"
-      />
-      <ReportsFiltersLabels
-        v-if="showLabelsFilter"
-        @labels-filter-selection="handleLabelsFilterSelection"
-      />
-      <ReportsFiltersTeams
-        v-if="showTeamFilter"
-        @team-filter-selection="handleTeamFilterSelection"
-      />
-      <ReportsFiltersInboxes
-        v-if="showInboxFilter"
-        @inbox-filter-selection="handleInboxFilterSelection"
-      />
-      <ReportsFiltersRatings
-        v-if="showRatingFilter"
-        @rating-filter-selection="handleRatingFilterSelection"
-      />
-    </div>
-    <div v-if="showBusinessHoursSwitch" class="flex items-center">
-      <span class="mx-2 text-sm whitespace-nowrap">
-        {{ $t('REPORT.BUSINESS_HOURS') }}
-      </span>
-      <span>
-        <ToggleSwitch v-model="businessHoursSelected" @change="emitChange" />
-      </span>
-    </div>
-  </div>
-</template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Agents.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Agents.vue
deleted file mode 100644
index 353c09bb8..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Agents.vue
+++ /dev/null
@@ -1,47 +0,0 @@
-<script>
-import { mapGetters } from 'vuex';
-
-export default {
-  name: 'ReportsFiltersAgents',
-  emits: ['agentsFilterSelection'],
-  data() {
-    return {
-      selectedOptions: [],
-    };
-  },
-  computed: {
-    ...mapGetters({
-      options: 'agents/getAgents',
-    }),
-  },
-  mounted() {
-    this.$store.dispatch('agents/get');
-  },
-  methods: {
-    handleInput() {
-      this.$emit('agentsFilterSelection', this.selectedOptions);
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="multiselect-wrap--small">
-    <multiselect
-      v-model="selectedOptions"
-      class="no-margin"
-      :options="options"
-      track-by="id"
-      label="name"
-      multiple
-      :close-on-select="false"
-      :clear-on-select="false"
-      hide-selected
-      :placeholder="$t('CSAT_REPORTS.FILTERS.AGENTS.PLACEHOLDER')"
-      selected-label
-      :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-      :deselect-label="$t('FORMS.MULTISELECT.ENTER_TO_REMOVE')"
-      @update:model-value="handleInput"
-    />
-  </div>
-</template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/DateGroupBy.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/DateGroupBy.vue
deleted file mode 100644
index 37139865f..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/DateGroupBy.vue
+++ /dev/null
@@ -1,66 +0,0 @@
-<script>
-import { GROUP_BY_OPTIONS } from '../../constants';
-
-export default {
-  name: 'ReportsFiltersDateGroupBy',
-  props: {
-    validGroupOptions: {
-      type: Array,
-      default: () => [GROUP_BY_OPTIONS.DAY],
-    },
-    selectedOption: {
-      type: Object,
-      default: () => GROUP_BY_OPTIONS.DAY,
-    },
-  },
-  emits: ['onGroupingChange'],
-  data() {
-    return {
-      currentSelectedFilter: null,
-    };
-  },
-  computed: {
-    translatedOptions() {
-      return this.validGroupOptions.map(option => ({
-        ...option,
-        groupBy: this.$t(option.translationKey),
-      }));
-    },
-  },
-  watch: {
-    selectedOption: {
-      handler() {
-        this.currentSelectedFilter = {
-          ...this.selectedOption,
-          groupBy: this.$t(this.selectedOption.translationKey),
-        };
-      },
-      immediate: true,
-    },
-  },
-  methods: {
-    changeFilterSelection(selectedFilter) {
-      this.groupByOptions = this.$emit('onGroupingChange', selectedFilter);
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="multiselect-wrap--small">
-    <p aria-hidden="true" class="hidden">
-      {{ $t('REPORT.GROUP_BY_FILTER_DROPDOWN_LABEL') }}
-    </p>
-    <multiselect
-      v-model="currentSelectedFilter"
-      class="no-margin"
-      track-by="id"
-      label="groupBy"
-      :placeholder="$t('REPORT.GROUP_BY_FILTER_DROPDOWN_LABEL')"
-      :options="translatedOptions"
-      :allow-empty="false"
-      :show-labels="false"
-      @select="changeFilterSelection"
-    />
-  </div>
-</template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/DateRange.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/DateRange.vue
deleted file mode 100644
index 9caab26dd..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/DateRange.vue
+++ /dev/null
@@ -1,51 +0,0 @@
-<script setup>
-import { ref, computed } from 'vue';
-import { useI18n } from 'vue-i18n';
-import { DATE_RANGE_OPTIONS } from '../../constants';
-
-const emit = defineEmits(['onRangeChange']);
-
-const { t } = useI18n();
-
-const options = computed(() =>
-  Object.values(DATE_RANGE_OPTIONS).map(option => ({
-    ...option,
-    name: t(option.translationKey),
-  }))
-);
-
-const selectedId = ref(Object.values(DATE_RANGE_OPTIONS)[0].id);
-
-const selectedOption = computed({
-  get() {
-    return options.value.find(o => o.id === selectedId.value);
-  },
-  set(val) {
-    selectedId.value = val.id;
-  },
-});
-
-const updateRange = range => {
-  selectedOption.value = range;
-  emit('onRangeChange', range);
-};
-</script>
-
-<template>
-  <div class="multiselect-wrap--small">
-    <multiselect
-      v-model="selectedOption"
-      class="no-margin"
-      track-by="id"
-      label="name"
-      :placeholder="$t('FORMS.MULTISELECT.SELECT_ONE')"
-      selected-label
-      :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-      deselect-label=""
-      :options="options"
-      :searchable="false"
-      :allow-empty="false"
-      @select="updateRange"
-    />
-  </div>
-</template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Inboxes.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Inboxes.vue
deleted file mode 100644
index 476c7a0a3..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Inboxes.vue
+++ /dev/null
@@ -1,42 +0,0 @@
-<script>
-import { mapGetters } from 'vuex';
-
-export default {
-  name: 'ReportsFiltersInboxes',
-  emits: ['inboxFilterSelection'],
-  data() {
-    return {
-      selectedOption: null,
-    };
-  },
-  computed: {
-    ...mapGetters({
-      options: 'inboxes/getInboxes',
-    }),
-  },
-  mounted() {
-    this.$store.dispatch('inboxes/get');
-  },
-  methods: {
-    handleInput() {
-      this.$emit('inboxFilterSelection', this.selectedOption);
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="multiselect-wrap--small">
-    <multiselect
-      v-model="selectedOption"
-      class="no-margin"
-      :placeholder="$t('INBOX_REPORTS.FILTER_DROPDOWN_LABEL')"
-      label="name"
-      track-by="id"
-      :options="options"
-      :option-height="24"
-      :show-labels="false"
-      @update:model-value="handleInput"
-    />
-  </div>
-</template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Labels.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Labels.vue
deleted file mode 100644
index ede9e020c..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Labels.vue
+++ /dev/null
@@ -1,66 +0,0 @@
-<script>
-import { mapGetters } from 'vuex';
-
-export default {
-  name: 'ReportsFiltersLabels',
-  emits: ['labelsFilterSelection'],
-  data() {
-    return {
-      selectedOption: null,
-    };
-  },
-  computed: {
-    ...mapGetters({
-      options: 'labels/getLabels',
-    }),
-  },
-  mounted() {
-    this.$store.dispatch('labels/get');
-  },
-  methods: {
-    handleInput() {
-      this.$emit('labelsFilterSelection', this.selectedOption);
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="multiselect-wrap--small">
-    <multiselect
-      v-model="selectedOption"
-      class="no-margin"
-      :placeholder="$t('LABEL_REPORTS.FILTER_DROPDOWN_LABEL')"
-      label="title"
-      track-by="id"
-      :options="options"
-      :option-height="24"
-      :show-labels="false"
-      @update:model-value="handleInput"
-    >
-      <template #singleLabel="props">
-        <div class="flex items-center min-w-0 gap-2">
-          <div
-            :style="{ backgroundColor: props.option.color }"
-            class="w-5 h-5 rounded-full"
-          />
-          <span class="my-0 text-n-slate-12">
-            {{ props.option.title }}
-          </span>
-        </div>
-      </template>
-      <template #option="props">
-        <div class="flex items-center gap-2">
-          <div
-            :style="{ backgroundColor: props.option.color }"
-            class="flex-shrink-0 w-5 h-5 border border-solid rounded-full border-n-weak"
-          />
-
-          <span class="my-0 text-n-slate-12 truncate min-w-0">
-            {{ props.option.title }}
-          </span>
-        </div>
-      </template>
-    </multiselect>
-  </div>
-</template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Ratings.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Ratings.vue
deleted file mode 100644
index 207de214f..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Ratings.vue
+++ /dev/null
@@ -1,40 +0,0 @@
-<script>
-import { CSAT_RATINGS } from 'shared/constants/messages';
-
-export default {
-  name: 'ReportFiltersRatings',
-  emits: ['ratingFilterSelection'],
-  data() {
-    const translatedOptions = CSAT_RATINGS.reverse().map(option => ({
-      ...option,
-      label: this.$t(option.translationKey),
-    }));
-
-    return {
-      selectedOption: null,
-      options: translatedOptions,
-    };
-  },
-  methods: {
-    handleInput(selectedRating) {
-      this.$emit('ratingFilterSelection', selectedRating);
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="multiselect-wrap--small">
-    <multiselect
-      v-model="selectedOption"
-      class="no-margin"
-      :option-height="24"
-      :placeholder="$t('FORMS.MULTISELECT.SELECT_ONE')"
-      :options="options"
-      :show-labels="false"
-      track-by="value"
-      label="label"
-      @update:model-value="handleInput"
-    />
-  </div>
-</template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Teams.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Teams.vue
deleted file mode 100644
index 606cdb2af..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/Teams.vue
+++ /dev/null
@@ -1,42 +0,0 @@
-<script>
-import { mapGetters } from 'vuex';
-
-export default {
-  name: 'ReportsFiltersTeams',
-  emits: ['teamFilterSelection'],
-  data() {
-    return {
-      selectedOption: null,
-    };
-  },
-  computed: {
-    ...mapGetters({
-      options: 'teams/getTeams',
-    }),
-  },
-  mounted() {
-    this.$store.dispatch('teams/get');
-  },
-  methods: {
-    handleInput() {
-      this.$emit('teamFilterSelection', this.selectedOption);
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="multiselect-wrap--small">
-    <multiselect
-      v-model="selectedOption"
-      class="no-margin"
-      :placeholder="$t('TEAM_REPORTS.FILTER_DROPDOWN_LABEL')"
-      label="name"
-      track-by="id"
-      :options="options"
-      :option-height="24"
-      :show-labels="false"
-      @update:model-value="handleInput"
-    />
-  </div>
-</template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/v3/ActiveFilterChip.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/v3/ActiveFilterChip.vue
index bd0a80984..e37a3bc2b 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/v3/ActiveFilterChip.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/reports/components/Filters/v3/ActiveFilterChip.vue
@@ -8,8 +8,8 @@ const props = defineProps({
     required: true,
   },
   id: {
-    type: Number,
-    required: true,
+    type: [Number, null],
+    default: null,
   },
   type: {
     type: String,
@@ -35,6 +35,10 @@ const props = defineProps({
     type: Boolean,
     default: false,
   },
+  showClearFilter: {
+    type: Boolean,
+    default: true,
+  },
 });
 
 const emit = defineEmits([
@@ -60,7 +64,7 @@ const closeDropdown = () => emit('closeDropdown');
       <FilterListDropdown
         v-if="options"
         v-on-clickaway="closeDropdown"
-        show-clear-filter
+        :show-clear-filter="showClearFilter"
         :list-items="options"
         :active-filter-id="id"
         :input-placeholder="placeholder"
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/OverviewReportFilters.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/OverviewReportFilters.vue
new file mode 100644
index 000000000..95d89b3f4
--- /dev/null
+++ b/app/javascript/dashboard/routes/dashboard/settings/reports/components/OverviewReportFilters.vue
@@ -0,0 +1,112 @@
+<script setup>
+import { ref, onMounted } from 'vue';
+import { useRoute, useRouter } from 'vue-router';
+import { getUnixStartOfDay, getUnixEndOfDay } from 'helpers/DateHelper';
+import subDays from 'date-fns/subDays';
+import WootDatePicker from 'dashboard/components/ui/DatePicker/DatePicker.vue';
+import ToggleSwitch from 'dashboard/components-next/switch/Switch.vue';
+import {
+  generateReportURLParams,
+  parseReportURLParams,
+} from '../helpers/reportFilterHelper';
+import { DATE_RANGE_TYPES } from 'dashboard/components/ui/DatePicker/helpers/DatePickerHelper';
+
+defineProps({
+  disabled: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits(['filterChange']);
+
+const route = useRoute();
+const router = useRouter();
+
+const customDateRange = ref([subDays(new Date(), 6), new Date()]);
+const selectedDateRange = ref(DATE_RANGE_TYPES.LAST_7_DAYS);
+const businessHoursSelected = ref(false);
+
+const updateURLParams = () => {
+  const params = generateReportURLParams({
+    from: getUnixStartOfDay(customDateRange.value[0]),
+    to: getUnixEndOfDay(customDateRange.value[1]),
+    businessHours: businessHoursSelected.value,
+    range: selectedDateRange.value,
+  });
+
+  router.replace({ query: { ...params } });
+};
+
+const emitChange = () => {
+  updateURLParams();
+  emit('filterChange', {
+    from: getUnixStartOfDay(customDateRange.value[0]),
+    to: getUnixEndOfDay(customDateRange.value[1]),
+    businessHours: businessHoursSelected.value,
+  });
+};
+
+const onDateRangeChange = value => {
+  const [startDate, endDate, rangeType] = value;
+  customDateRange.value = [startDate, endDate];
+  selectedDateRange.value = rangeType || DATE_RANGE_TYPES.CUSTOM_RANGE;
+  emitChange();
+};
+
+const onBusinessHoursToggle = () => {
+  emitChange();
+};
+
+const initializeFromURL = () => {
+  const urlParams = parseReportURLParams(route.query);
+
+  // Set the range type first
+  if (urlParams.range) {
+    selectedDateRange.value = urlParams.range;
+  }
+
+  // Restore dates from URL if available
+  if (urlParams.from && urlParams.to) {
+    customDateRange.value = [
+      new Date(urlParams.from * 1000),
+      new Date(urlParams.to * 1000),
+    ];
+  }
+
+  if (urlParams.businessHours) {
+    businessHoursSelected.value = urlParams.businessHours;
+  }
+};
+
+onMounted(() => {
+  initializeFromURL();
+  emitChange();
+});
+</script>
+
+<template>
+  <div
+    class="flex flex-col justify-between gap-3 md:flex-row"
+    :class="{ 'pointer-events-none opacity-50': disabled }"
+  >
+    <div class="flex flex-col flex-wrap items-start gap-2 md:flex-row">
+      <WootDatePicker
+        v-model:date-range="customDateRange"
+        v-model:range-type="selectedDateRange"
+        @date-range-changed="onDateRangeChange"
+      />
+    </div>
+    <div class="flex items-center">
+      <span class="mx-2 text-sm whitespace-nowrap">
+        {{ $t('REPORT.BUSINESS_HOURS') }}
+      </span>
+      <span>
+        <ToggleSwitch
+          v-model="businessHoursSelected"
+          @change="onBusinessHoursToggle"
+        />
+      </span>
+    </div>
+  </div>
+</template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/ReportFilters.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/ReportFilters.vue
index 02b286d07..4b86aefba 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/ReportFilters.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/reports/components/ReportFilters.vue
@@ -1,349 +1,382 @@
-<script>
-import endOfDay from 'date-fns/endOfDay';
-import getUnixTime from 'date-fns/getUnixTime';
-import startOfDay from 'date-fns/startOfDay';
+<script setup>
+import { ref, computed, onMounted } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useStore } from 'vuex';
+import { useRoute, useRouter } from 'vue-router';
+import { getUnixStartOfDay, getUnixEndOfDay } from 'helpers/DateHelper';
 import subDays from 'date-fns/subDays';
-import Avatar from 'next/avatar/Avatar.vue';
-import WootDateRangePicker from 'dashboard/components/ui/DateRangePicker.vue';
+import differenceInDays from 'date-fns/differenceInDays';
+import ActiveFilterChip from './Filters/v3/ActiveFilterChip.vue';
+import WootDatePicker from 'dashboard/components/ui/DatePicker/DatePicker.vue';
 import ToggleSwitch from 'dashboard/components-next/switch/Switch.vue';
-
 import { GROUP_BY_FILTER } from '../constants';
-const CUSTOM_DATE_RANGE_ID = 5;
+import { DATE_RANGE_TYPES } from 'dashboard/components/ui/DatePicker/helpers/DatePickerHelper';
+import {
+  generateReportURLParams,
+  parseReportURLParams,
+} from '../helpers/reportFilterHelper';
 
-export default {
-  components: {
-    WootDateRangePicker,
-    Avatar,
-    ToggleSwitch,
+const props = defineProps({
+  filterType: {
+    type: String,
+    required: false,
+    default: '',
+    validator: value =>
+      ['teams', 'inboxes', 'labels', 'agents', ''].includes(value),
   },
-  props: {
-    currentFilter: {
-      type: Object,
-      default: () => null,
-    },
-    filterItemsList: {
-      type: Array,
-      default: () => [],
-    },
-    groupByFilterItemsList: {
-      type: Array,
-      default: () => [],
-    },
-    type: {
-      type: String,
-      default: 'agent',
-    },
-    selectedGroupByFilter: {
-      type: Object,
-      default: () => {},
-    },
+  selectedItem: {
+    type: Object,
+    default: null,
   },
-  emits: [
-    'businessHoursToggle',
-    'dateRangeChange',
-    'filterChange',
-    'groupByFilterChange',
-  ],
-  data() {
-    return {
-      currentSelectedFilter: this.currentFilter || null,
-      currentDateRangeSelection: {
-        id: 0,
-        name: this.$t('REPORT.DATE_RANGE_OPTIONS.LAST_7_DAYS'),
-      },
-      customDateRange: [new Date(), new Date()],
-      currentSelectedGroupByFilter: null,
-      businessHoursSelected: false,
-    };
+  showGroupBy: {
+    type: Boolean,
+    default: true,
   },
-  computed: {
-    dateRange() {
-      return [
-        { id: 0, name: this.$t('REPORT.DATE_RANGE_OPTIONS.LAST_7_DAYS') },
-        { id: 1, name: this.$t('REPORT.DATE_RANGE_OPTIONS.LAST_30_DAYS') },
-        { id: 2, name: this.$t('REPORT.DATE_RANGE_OPTIONS.LAST_3_MONTHS') },
-        { id: 3, name: this.$t('REPORT.DATE_RANGE_OPTIONS.LAST_6_MONTHS') },
-        { id: 4, name: this.$t('REPORT.DATE_RANGE_OPTIONS.LAST_YEAR') },
-        { id: 5, name: this.$t('REPORT.DATE_RANGE_OPTIONS.CUSTOM_DATE_RANGE') },
-      ];
-    },
-    isDateRangeSelected() {
-      return this.currentDateRangeSelection.id === CUSTOM_DATE_RANGE_ID;
-    },
-    to() {
-      if (this.isDateRangeSelected) {
-        return this.toCustomDate(this.customDateRange[1]);
-      }
-      return this.toCustomDate(new Date());
-    },
-    from() {
-      if (this.isDateRangeSelected) {
-        return this.fromCustomDate(this.customDateRange[0]);
-      }
-      const dateRange = {
-        0: 6,
-        1: 29,
-        2: 89,
-        3: 179,
-        4: 364,
-      };
-      const diff = dateRange[this.currentDateRangeSelection.id];
-      const fromDate = subDays(new Date(), diff);
-      return this.fromCustomDate(fromDate);
-    },
-    multiselectLabel() {
-      const typeLabels = {
-        agent: this.$t('AGENT_REPORTS.FILTER_DROPDOWN_LABEL'),
-        label: this.$t('LABEL_REPORTS.FILTER_DROPDOWN_LABEL'),
-        inbox: this.$t('INBOX_REPORTS.FILTER_DROPDOWN_LABEL'),
-        team: this.$t('TEAM_REPORTS.FILTER_DROPDOWN_LABEL'),
-      };
-      return typeLabels[this.type] || this.$t('FORMS.MULTISELECT.SELECT_ONE');
-    },
-    groupBy() {
-      if (this.isDateRangeSelected) {
-        return GROUP_BY_FILTER[4].period;
-      }
-      const groupRange = {
-        0: GROUP_BY_FILTER[1].period,
-        1: GROUP_BY_FILTER[2].period,
-        2: GROUP_BY_FILTER[3].period,
-        3: GROUP_BY_FILTER[3].period,
-        4: GROUP_BY_FILTER[4].period,
-      };
-      return groupRange[this.currentDateRangeSelection.id];
-    },
-    notLast7Days() {
-      return this.groupBy !== GROUP_BY_FILTER[1].period;
-    },
+  showBusinessHours: {
+    type: Boolean,
+    default: true,
   },
-  watch: {
-    filterItemsList(val) {
-      this.currentSelectedFilter = !this.currentFilter
-        ? val[0]
-        : this.currentFilter;
-      this.changeFilterSelection();
-    },
-    groupByFilterItemsList() {
-      this.currentSelectedGroupByFilter = this.selectedGroupByFilter;
-    },
-  },
-  mounted() {
-    this.onDateRangeChange();
-  },
-  methods: {
-    onDateRangeChange() {
-      this.$emit('dateRangeChange', {
-        from: this.from,
-        to: this.to,
-        groupBy: this.groupBy,
-      });
-    },
-    onBusinessHoursToggle() {
-      this.$emit('businessHoursToggle', this.businessHoursSelected);
-    },
-    fromCustomDate(date) {
-      return getUnixTime(startOfDay(date));
-    },
-    toCustomDate(date) {
-      return getUnixTime(endOfDay(date));
-    },
-    changeDateSelection(selectedRange) {
-      this.currentDateRangeSelection = selectedRange;
-      this.onDateRangeChange();
-    },
-    changeFilterSelection() {
-      this.$emit('filterChange', this.currentSelectedFilter);
-    },
-    onChange(value) {
-      this.customDateRange = value;
-      this.onDateRangeChange();
-    },
-    changeGroupByFilterSelection() {
-      this.$emit('groupByFilterChange', this.currentSelectedGroupByFilter);
-    },
+  showEntityFilter: {
+    type: Boolean,
+    default: true,
   },
+});
+
+const emit = defineEmits(['filterChange']);
+
+const { t } = useI18n();
+const store = useStore();
+const route = useRoute();
+const router = useRouter();
+
+const buildReportFilterList = (items, type) => {
+  if (!Array.isArray(items)) return [];
+
+  return items.map(item => ({
+    id: item.id,
+    name: item.name || item.title,
+    type,
+  }));
 };
+
+const getReportFilterKey = filterType => {
+  const keyMap = {
+    teams: 'team_id',
+    inboxes: 'inbox_id',
+    labels: 'label_id',
+    agents: 'agent_id',
+  };
+  return keyMap[filterType] || '';
+};
+
+const getFilterKey = () => getReportFilterKey(props.filterType);
+
+const showSubDropdownMenu = ref(false);
+const showGroupByDropdown = ref(false);
+const activeFilterType = ref('');
+const customDateRange = ref([subDays(new Date(), 6), new Date()]);
+const selectedDateRange = ref(DATE_RANGE_TYPES.LAST_7_DAYS);
+const businessHoursSelected = ref(false);
+const groupBy = ref(GROUP_BY_FILTER[1]);
+const groupByfilterItemsList = ref([{ id: 1, name: 'Day' }]);
+
+const appliedFilters = ref(
+  props.showEntityFilter
+    ? { [getFilterKey()]: props.selectedItem?.id || null }
+    : {}
+);
+
+const filterSource = computed(() => {
+  const sources = {
+    teams: store.getters['teams/getTeams'],
+    inboxes: store.getters['inboxes/getInboxes'],
+    labels: store.getters['labels/getLabels'],
+    agents: store.getters['agents/getAgents'],
+  };
+  return sources[props.filterType] || [];
+});
+
+const from = computed(() => getUnixStartOfDay(customDateRange.value[0]));
+const to = computed(() => getUnixEndOfDay(customDateRange.value[1]));
+
+const daysDifference = computed(() => {
+  return differenceInDays(customDateRange.value[1], customDateRange.value[0]);
+});
+
+const isGroupByPossible = computed(() => {
+  return props.showGroupBy && daysDifference.value >= 29;
+});
+
+const GROUP_BY_OPTIONS = computed(() => ({
+  WEEK: [
+    { id: 1, name: t('REPORT.GROUPING_OPTIONS.DAY') },
+    { id: 2, name: t('REPORT.GROUPING_OPTIONS.WEEK') },
+  ],
+  MONTH: [
+    { id: 1, name: t('REPORT.GROUPING_OPTIONS.DAY') },
+    { id: 2, name: t('REPORT.GROUPING_OPTIONS.WEEK') },
+    { id: 3, name: t('REPORT.GROUPING_OPTIONS.MONTH') },
+  ],
+  YEAR: [
+    { id: 2, name: t('REPORT.GROUPING_OPTIONS.WEEK') },
+    { id: 3, name: t('REPORT.GROUPING_OPTIONS.MONTH') },
+    { id: 4, name: t('REPORT.GROUPING_OPTIONS.YEAR') },
+  ],
+}));
+
+const fetchFilterItems = () => {
+  const days = daysDifference.value;
+  if (days >= 364) return GROUP_BY_OPTIONS.value.YEAR;
+  if (days >= 90) return GROUP_BY_OPTIONS.value.MONTH;
+  if (days >= 29) return GROUP_BY_OPTIONS.value.WEEK;
+  return GROUP_BY_OPTIONS.value.WEEK;
+};
+
+const filterOptions = computed(() =>
+  buildReportFilterList(filterSource.value, props.filterType)
+);
+
+const filterPlaceholder = computed(() => {
+  const placeholders = {
+    teams: 'TEAM_REPORTS.FILTERS.INPUT_PLACEHOLDER.TEAMS',
+    inboxes: 'INBOX_REPORTS.FILTERS.INPUT_PLACEHOLDER.INBOXES',
+    labels: 'LABEL_REPORTS.FILTERS.INPUT_PLACEHOLDER.LABELS',
+    agents: 'AGENT_REPORTS.FILTERS.INPUT_PLACEHOLDER.AGENTS',
+  };
+  return t(placeholders[props.filterType] || '');
+});
+
+const defaultFilterLabel = computed(() => {
+  const labelKeys = {
+    teams: 'TEAM_REPORTS.FILTER_DROPDOWN_LABEL',
+    inboxes: 'INBOX_REPORTS.FILTER_DROPDOWN_LABEL',
+    labels: 'LABEL_REPORTS.FILTER_DROPDOWN_LABEL',
+    agents: 'AGENT_REPORTS.FILTER_DROPDOWN_LABEL',
+  };
+  return t(labelKeys[props.filterType] || 'FORMS.MULTISELECT.SELECT_ONE');
+});
+
+const selectedFilterName = computed(() => {
+  const filterKey = getFilterKey();
+  const selectedId = appliedFilters.value[filterKey];
+
+  if (!selectedId) {
+    return defaultFilterLabel.value;
+  }
+
+  const selectedItem = filterOptions.value.find(item => item.id === selectedId);
+  return selectedItem?.name || defaultFilterLabel.value;
+});
+
+const updateURLParams = () => {
+  const params = generateReportURLParams({
+    from: from.value,
+    to: to.value,
+    businessHours: businessHoursSelected.value,
+    groupBy: isGroupByPossible.value ? groupBy.value.id : null,
+    range: selectedDateRange.value,
+  });
+
+  router.replace({ query: { ...params } });
+};
+
+const emitChange = () => {
+  const payload = {
+    from: from.value,
+    to: to.value,
+    businessHours: businessHoursSelected.value,
+  };
+
+  if (props.showGroupBy) {
+    // Always emit groupBy, default to day when range is too short
+    payload.groupBy = isGroupByPossible.value
+      ? groupBy.value
+      : GROUP_BY_FILTER[1];
+  }
+
+  if (props.showEntityFilter) {
+    const filterKey = getFilterKey();
+    const selectedValue = appliedFilters.value[filterKey];
+
+    if (selectedValue) {
+      payload[props.filterType] =
+        props.filterType === 'agents'
+          ? [{ id: selectedValue }]
+          : { id: selectedValue };
+    }
+  }
+
+  updateURLParams();
+  emit('filterChange', payload);
+};
+
+const closeActiveFilterDropdown = () => {
+  showSubDropdownMenu.value = false;
+  activeFilterType.value = '';
+};
+
+const openActiveFilterDropdown = filterType => {
+  showGroupByDropdown.value = false;
+  activeFilterType.value = filterType;
+  showSubDropdownMenu.value = !showSubDropdownMenu.value;
+};
+
+const addFilter = item => {
+  const filterKey = getFilterKey();
+  appliedFilters.value[filterKey] = item.id;
+  closeActiveFilterDropdown();
+  emitChange();
+
+  // Navigate to the new entity's route
+  const routeNameMap = {
+    teams: 'team_reports_show',
+    inboxes: 'inbox_reports_show',
+    labels: 'label_reports_show',
+    agents: 'agent_reports_show',
+  };
+
+  const routeName = routeNameMap[props.filterType];
+  if (routeName) {
+    router.push({
+      name: routeName,
+      params: { ...route.params, id: item.id },
+      query: route.query,
+    });
+  }
+};
+
+const onDateRangeChange = value => {
+  const [startDate, endDate, rangeType] = value;
+  customDateRange.value = [startDate, endDate];
+  selectedDateRange.value = rangeType || DATE_RANGE_TYPES.CUSTOM_RANGE;
+  groupByfilterItemsList.value = fetchFilterItems();
+  const filterItems = groupByfilterItemsList.value.filter(
+    item => item.id === groupBy.value.id
+  );
+  if (filterItems.length === 0) {
+    groupBy.value = GROUP_BY_FILTER[groupByfilterItemsList.value[0].id];
+  }
+  emitChange();
+};
+
+const onBusinessHoursToggle = () => {
+  emitChange();
+};
+
+const onGroupByFilterChange = payload => {
+  groupBy.value = GROUP_BY_FILTER[payload.id];
+  showGroupByDropdown.value = false;
+  emitChange();
+};
+
+const toggleGroupByDropdown = () => {
+  showGroupByDropdown.value = !showGroupByDropdown.value;
+};
+
+const closeGroupByDropdown = () => {
+  showGroupByDropdown.value = false;
+};
+
+const initializeFromURL = () => {
+  const urlParams = parseReportURLParams(route.query);
+
+  // Set the range type first
+  if (urlParams.range) {
+    selectedDateRange.value = urlParams.range;
+  }
+
+  // Restore dates from URL if available
+  if (urlParams.from && urlParams.to) {
+    customDateRange.value = [
+      new Date(urlParams.from * 1000),
+      new Date(urlParams.to * 1000),
+    ];
+  }
+
+  if (urlParams.businessHours) {
+    businessHoursSelected.value = urlParams.businessHours;
+  }
+
+  if (urlParams.groupBy) {
+    const groupByValue = GROUP_BY_FILTER[urlParams.groupBy];
+    if (groupByValue) {
+      groupBy.value = groupByValue;
+    }
+  }
+
+  // Initialize entity filter from route params (not URL query)
+  if (props.showEntityFilter && route.params.id) {
+    const filterKey = getFilterKey();
+    appliedFilters.value[filterKey] = Number(route.params.id);
+  }
+};
+
+onMounted(() => {
+  initializeFromURL();
+  groupByfilterItemsList.value = fetchFilterItems();
+  emitChange();
+});
 </script>
 
 <template>
-  <div class="grid grid-cols-1 md:grid-cols-3 gap-y-0.5 gap-x-2">
-    <div v-if="type === 'agent'" class="multiselect-wrap--small">
-      <p class="mb-2 text-xs font-medium">
-        {{ $t('AGENT_REPORTS.FILTER_DROPDOWN_LABEL') }}
-      </p>
-      <multiselect
-        v-model="currentSelectedFilter"
-        :placeholder="multiselectLabel"
-        label="name"
-        track-by="id"
-        :options="filterItemsList"
-        :option-height="24"
-        :show-labels="false"
-        @update:model-value="changeFilterSelection"
-      >
-        <template #singleLabel="props">
-          <div class="flex min-w-0 items-center gap-2">
-            <Avatar
-              :src="props.option.thumbnail"
-              :status="props.option.availability_status"
-              :name="props.option.name"
-              :size="22"
-              hide-offline-status
-              rounded-full
-            />
-            <span class="my-0 text-n-slate-12 truncate">{{
-              props.option.name
-            }}</span>
-          </div>
-        </template>
-        <template #options="props">
-          <div class="flex items-center gap-2">
-            <Avatar
-              :src="props.option.thumbnail"
-              :status="props.option.availability_status"
-              :name="props.option.name"
-              :size="22"
-              hide-offline-status
-              rounded-full
-            />
-            <p class="my-0 text-n-slate-12">
-              {{ props.option.name }}
-            </p>
-          </div>
-        </template>
-      </multiselect>
-    </div>
+  <div class="flex flex-col w-full gap-3 lg:flex-row">
+    <WootDatePicker
+      v-model:date-range="customDateRange"
+      v-model:range-type="selectedDateRange"
+      @date-range-changed="onDateRangeChange"
+    />
 
-    <div v-else-if="type === 'label'" class="multiselect-wrap--small">
-      <p class="mb-2 text-xs font-medium">
-        {{ $t('LABEL_REPORTS.FILTER_DROPDOWN_LABEL') }}
-      </p>
-      <multiselect
-        v-model="currentSelectedFilter"
-        :placeholder="multiselectLabel"
-        label="title"
-        track-by="id"
-        :options="filterItemsList"
-        :option-height="24"
-        :show-labels="false"
-        @update:model-value="changeFilterSelection"
-      >
-        <template #singleLabel="props">
-          <div class="flex items-center min-w-0 gap-2">
-            <div
-              :style="{ backgroundColor: props.option.color }"
-              class="w-5 h-5 rounded-full"
-            />
-
-            <span class="my-0 text-n-slate-12 truncate">
-              {{ props.option.title }}
-            </span>
-          </div>
-        </template>
-        <template #option="props">
-          <div class="flex items-center min-w-0 gap-2">
-            <div
-              :style="{ backgroundColor: props.option.color }"
-              class="flex-shrink-0 w-5 h-5 border border-solid rounded-full border-n-weak"
-            />
-
-            <span class="my-0 text-n-slate-12 truncate">
-              {{ props.option.title }}
-            </span>
-          </div>
-        </template>
-      </multiselect>
-    </div>
-
-    <div v-else class="multiselect-wrap--small">
-      <p class="mb-2 text-xs font-medium">
-        <template v-if="type === 'inbox'">
-          {{ $t('INBOX_REPORTS.FILTER_DROPDOWN_LABEL') }}
-        </template>
-        <template v-else-if="type === 'team'">
-          {{ $t('TEAM_REPORTS.FILTER_DROPDOWN_LABEL') }}
-        </template>
-        <template v-else>
-          {{ $t('FORMS.MULTISELECT.SELECT_ONE') }}
-        </template>
-      </p>
-      <multiselect
-        v-model="currentSelectedFilter"
-        track-by="id"
-        label="name"
-        :placeholder="multiselectLabel"
-        selected-label
-        :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-        deselect-label=""
-        :options="filterItemsList"
-        :searchable="false"
-        :allow-empty="false"
-        @update:model-value="changeFilterSelection"
+    <div class="flex gap-2 items-center w-full">
+      <ActiveFilterChip
+        v-if="showEntityFilter"
+        :id="appliedFilters[getFilterKey()]"
+        :name="selectedFilterName"
+        :type="filterType"
+        :options="filterOptions"
+        :active-filter-type="activeFilterType"
+        :show-menu="showSubDropdownMenu"
+        :placeholder="filterPlaceholder"
+        :show-clear-filter="false"
+        enable-search
+        @toggle-dropdown="openActiveFilterDropdown"
+        @close-dropdown="closeActiveFilterDropdown"
+        @add-filter="addFilter"
       />
-    </div>
 
-    <div class="multiselect-wrap--small">
-      <p class="mb-2 text-xs font-medium">
-        {{ $t('REPORT.DURATION_FILTER_LABEL') }}
-      </p>
-      <multiselect
-        v-model="currentDateRangeSelection"
-        track-by="name"
-        label="name"
-        :placeholder="$t('FORMS.MULTISELECT.SELECT_ONE')"
-        selected-label
-        :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-        deselect-label=""
-        :options="dateRange"
-        :searchable="false"
-        :allow-empty="false"
-        @select="changeDateSelection"
-      />
-    </div>
-
-    <div
-      class="flex items-center h-10 self-center order-5 md:order-2 md:justify-self-end"
-    >
-      <span class="mr-2 text-sm whitespace-nowrap">
-        {{ $t('REPORT.BUSINESS_HOURS') }}
-      </span>
-      <span>
-        <ToggleSwitch
-          v-model="businessHoursSelected"
-          @change="onBusinessHoursToggle"
-        />
-      </span>
-    </div>
-
-    <div v-if="isDateRangeSelected" class="order-3 md:order-4">
-      <p class="mb-2 text-xs font-medium">
-        {{ $t('REPORT.CUSTOM_DATE_RANGE.PLACEHOLDER') }}
-      </p>
-      <WootDateRangePicker
-        show-range
-        :value="customDateRange"
-        :confirm-text="$t('REPORT.CUSTOM_DATE_RANGE.CONFIRM')"
-        :placeholder="$t('REPORT.CUSTOM_DATE_RANGE.PLACEHOLDER')"
-        class="auto-width"
-        @change="onChange"
-      />
-    </div>
-
-    <div v-if="notLast7Days" class="multiselect-wrap--small order-4 md:order-5">
-      <p class="mb-2 text-xs font-medium">
-        {{ $t('REPORT.GROUP_BY_FILTER_DROPDOWN_LABEL') }}
-      </p>
-      <multiselect
-        v-model="currentSelectedGroupByFilter"
-        track-by="id"
-        label="groupBy"
+      <ActiveFilterChip
+        v-if="isGroupByPossible"
+        :id="groupBy?.id"
+        :name="
+          groupByfilterItemsList.find(item => item.id === groupBy?.id)?.name ||
+          $t('REPORT.GROUP_BY_FILTER_DROPDOWN_LABEL')
+        "
+        type="groupBy"
+        :options="groupByfilterItemsList"
+        :active-filter-type="showGroupByDropdown ? 'groupBy' : ''"
+        :show-menu="showGroupByDropdown"
         :placeholder="$t('REPORT.GROUP_BY_FILTER_DROPDOWN_LABEL')"
-        :options="groupByFilterItemsList"
-        :allow-empty="false"
-        :show-labels="false"
-        @update:model-value="changeGroupByFilterSelection"
+        :enable-search="false"
+        :show-clear-filter="false"
+        @toggle-dropdown="toggleGroupByDropdown"
+        @close-dropdown="closeGroupByDropdown"
+        @add-filter="onGroupByFilterChange"
+        @remove-filter="() => {}"
       />
+
+      <div
+        v-if="showBusinessHours"
+        class="flex items-center flex-shrink-0 ltr:ml-auto rtl:mr-auto"
+      >
+        <span class="mx-2 text-sm whitespace-nowrap">
+          {{ $t('REPORT.BUSINESS_HOURS') }}
+        </span>
+        <span>
+          <ToggleSwitch
+            v-model="businessHoursSelected"
+            @change="onBusinessHoursToggle"
+          />
+        </span>
+      </div>
     </div>
   </div>
 </template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/SLA/SLAFilter.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/SLA/SLAFilter.vue
index abe5674eb..599c7ca5c 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/SLA/SLAFilter.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/reports/components/SLA/SLAFilter.vue
@@ -1,155 +1,201 @@
-<script>
-import { mapGetters } from 'vuex';
+<script setup>
+import { ref, computed, onMounted } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useStore } from 'vuex';
+import { useRoute, useRouter } from 'vue-router';
 import {
   buildFilterList,
   getActiveFilter,
   getFilterType,
 } from './helpers/SLAFilterHelpers';
+import {
+  parseFilterURLParams,
+  generateCompleteURLParams,
+} from '../../helpers/reportFilterHelper';
 import FilterButton from 'dashboard/components/ui/Dropdown/DropdownButton.vue';
 import ActiveFilterChip from '../Filters/v3/ActiveFilterChip.vue';
 import AddFilterChip from '../Filters/v3/AddFilterChip.vue';
 
-export default {
-  components: {
-    FilterButton,
-    ActiveFilterChip,
-    AddFilterChip,
-  },
-  emits: ['filterChange'],
-  data() {
+const emit = defineEmits(['filterChange']);
+
+const { t } = useI18n();
+const store = useStore();
+const route = useRoute();
+const router = useRouter();
+
+const showDropdownMenu = ref(false);
+const showSubDropdownMenu = ref(false);
+const activeFilterType = ref('');
+const appliedFilters = ref({
+  assigned_agent_id: null,
+  inbox_id: null,
+  team_id: null,
+  sla_policy_id: null,
+  label_list: null,
+});
+
+const agents = computed(() => store.getters['agents/getAgents']);
+const inboxes = computed(() => store.getters['inboxes/getInboxes']);
+const teams = computed(() => store.getters['teams/getTeams']);
+const labels = computed(() => store.getters['labels/getLabels']);
+const sla = computed(() => store.getters['sla/getSLA']);
+
+const filterListMenuItems = computed(() => {
+  const filterTypes = [
+    { id: '1', name: t('SLA_REPORTS.DROPDOWN.SLA'), type: 'sla' },
+    { id: '2', name: t('SLA_REPORTS.DROPDOWN.INBOXES'), type: 'inboxes' },
+    { id: '3', name: t('SLA_REPORTS.DROPDOWN.AGENTS'), type: 'agents' },
+    { id: '4', name: t('SLA_REPORTS.DROPDOWN.TEAMS'), type: 'teams' },
+    { id: '5', name: t('SLA_REPORTS.DROPDOWN.LABELS'), type: 'labels' },
+  ];
+
+  const activeFilterKeys = Object.keys(appliedFilters.value).filter(
+    key => appliedFilters.value[key]
+  );
+  const activeFilterTypes = activeFilterKeys.map(key =>
+    getFilterType(key, 'keyToType')
+  );
+
+  const sources = {
+    agents: agents.value,
+    inboxes: inboxes.value,
+    teams: teams.value,
+    labels: labels.value,
+    sla: sla.value,
+  };
+
+  return filterTypes
+    .filter(({ type }) => !activeFilterTypes.includes(type))
+    .map(({ id, name, type }) => ({
+      id,
+      name,
+      type,
+      options: buildFilterList(sources[type], type),
+    }));
+});
+
+const activeFilters = computed(() => {
+  const activeKeys = Object.keys(appliedFilters.value).filter(
+    key => appliedFilters.value[key]
+  );
+
+  const sources = {
+    agents: agents.value,
+    inboxes: inboxes.value,
+    teams: teams.value,
+    labels: labels.value,
+    sla: sla.value,
+  };
+
+  return activeKeys.map(key => {
+    const filterType = getFilterType(key, 'keyToType');
+    const item = getActiveFilter(
+      sources[filterType],
+      filterType,
+      appliedFilters.value[key]
+    );
     return {
-      showDropdownMenu: false,
-      showSubDropdownMenu: false,
-      activeFilterType: '',
-      appliedFilters: {
-        assigned_agent_id: null,
-        inbox_id: null,
-        team_id: null,
-        sla_policy_id: null,
-        label_list: null,
-      },
+      id: item.id,
+      name: filterType === 'labels' ? item.title : item.name,
+      type: filterType,
+      options: buildFilterList(sources[filterType], filterType),
     };
-  },
-  computed: {
-    ...mapGetters({
-      agents: 'agents/getAgents',
-      inboxes: 'inboxes/getInboxes',
-      teams: 'teams/getTeams',
-      labels: 'labels/getLabels',
-      sla: 'sla/getSLA',
-    }),
-    filterListMenuItems() {
-      const filterTypes = [
-        { id: '1', name: this.$t('SLA_REPORTS.DROPDOWN.SLA'), type: 'sla' },
-        {
-          id: '2',
-          name: this.$t('SLA_REPORTS.DROPDOWN.INBOXES'),
-          type: 'inboxes',
-        },
-        {
-          id: '3',
-          name: this.$t('SLA_REPORTS.DROPDOWN.AGENTS'),
-          type: 'agents',
-        },
-        { id: '4', name: this.$t('SLA_REPORTS.DROPDOWN.TEAMS'), type: 'teams' },
-        {
-          id: '5',
-          name: this.$t('SLA_REPORTS.DROPDOWN.LABELS'),
-          type: 'labels',
-        },
-      ];
-      // Filter out the active filters from the filter list
-      // We only want to show the filters that are not already applied
-      // In the add filter dropdown
-      const activeFilters = Object.keys(this.appliedFilters).filter(
-        key => this.appliedFilters[key]
-      );
-      const activeFilterTypes = activeFilters.map(key =>
-        getFilterType(key, 'keyToType')
-      );
-      return filterTypes
-        .filter(({ type }) => !activeFilterTypes.includes(type))
-        .map(({ id, name, type }) => ({
-          id,
-          name,
-          type,
-          options: buildFilterList(this[type], type),
-        }));
+  });
+});
+
+const hasActiveFilters = computed(() =>
+  Object.values(appliedFilters.value).some(value => value !== null)
+);
+
+const isAllFilterSelected = computed(() => !filterListMenuItems.value.length);
+
+const updateURLParams = () => {
+  const params = generateCompleteURLParams({
+    from: route.query.from,
+    to: route.query.to,
+    range: route.query.range,
+    filters: {
+      agent_id: appliedFilters.value.assigned_agent_id,
+      inbox_id: appliedFilters.value.inbox_id,
+      team_id: appliedFilters.value.team_id,
+      sla_policy_id: appliedFilters.value.sla_policy_id,
+      label: appliedFilters.value.label_list,
     },
-    activeFilters() {
-      // Get the active filters from the applied filters
-      // and return the filter name, type and options
-      const activeKey = Object.keys(this.appliedFilters).filter(
-        key => this.appliedFilters[key]
-      );
-      return activeKey.map(key => {
-        const filterType = getFilterType(key, 'keyToType');
-        const item = getActiveFilter(
-          this[filterType],
-          filterType,
-          this.appliedFilters[key]
-        );
-        return {
-          id: item.id,
-          name: filterType === 'labels' ? item.title : item.name,
-          type: filterType,
-          options: buildFilterList(this[filterType], filterType),
-        };
-      });
-    },
-    hasActiveFilters() {
-      return Object.values(this.appliedFilters).some(value => value !== null);
-    },
-    isAllFilterSelected() {
-      return !this.filterListMenuItems.length;
-    },
-  },
-  methods: {
-    addFilter(item) {
-      const { type, id, name } = item;
-      const filterKey = getFilterType(type, 'typeToKey');
-      this.appliedFilters[filterKey] = type === 'labels' ? name : id;
-      this.$emit('filterChange', this.appliedFilters);
-      this.resetDropdown();
-    },
-    removeFilter(type) {
-      const filterKey = getFilterType(type, 'typeToKey');
-      this.appliedFilters[filterKey] = null;
-      this.$emit('filterChange', this.appliedFilters);
-    },
-    clearAllFilters() {
-      this.appliedFilters = {
-        assigned_agent_id: null,
-        inbox_id: null,
-        team_id: null,
-        sla_policy_id: null,
-        label_list: null,
-      };
-      this.$emit('filterChange', this.appliedFilters);
-      this.resetDropdown();
-    },
-    showDropdown() {
-      this.showSubDropdownMenu = false;
-      this.showDropdownMenu = !this.showDropdownMenu;
-    },
-    closeDropdown() {
-      this.showDropdownMenu = false;
-    },
-    openActiveFilterDropdown(filterType) {
-      this.closeDropdown();
-      this.activeFilterType = filterType;
-      this.showSubDropdownMenu = !this.showSubDropdownMenu;
-    },
-    closeActiveFilterDropdown() {
-      this.activeFilterType = '';
-      this.showSubDropdownMenu = false;
-    },
-    resetDropdown() {
-      this.closeDropdown();
-      this.closeActiveFilterDropdown();
-    },
-  },
+  });
+  router.replace({ query: params });
 };
+
+const emitChange = () => {
+  updateURLParams();
+  emit('filterChange', appliedFilters.value);
+};
+
+const showDropdown = () => {
+  showSubDropdownMenu.value = false;
+  showDropdownMenu.value = !showDropdownMenu.value;
+};
+
+const closeDropdown = () => {
+  showDropdownMenu.value = false;
+};
+
+const openActiveFilterDropdown = filterType => {
+  closeDropdown();
+  activeFilterType.value = filterType;
+  showSubDropdownMenu.value = !showSubDropdownMenu.value;
+};
+
+const closeActiveFilterDropdown = () => {
+  activeFilterType.value = '';
+  showSubDropdownMenu.value = false;
+};
+
+const resetDropdown = () => {
+  closeDropdown();
+  closeActiveFilterDropdown();
+};
+
+const addFilter = item => {
+  const { type, id, name } = item;
+  const filterKey = getFilterType(type, 'typeToKey');
+  appliedFilters.value[filterKey] = type === 'labels' ? name : id;
+  emitChange();
+  resetDropdown();
+};
+
+const removeFilter = type => {
+  const filterKey = getFilterType(type, 'typeToKey');
+  appliedFilters.value[filterKey] = null;
+  emitChange();
+};
+
+const clearAllFilters = () => {
+  appliedFilters.value = {
+    assigned_agent_id: null,
+    inbox_id: null,
+    team_id: null,
+    sla_policy_id: null,
+    label_list: null,
+  };
+  emitChange();
+  resetDropdown();
+};
+
+const initializeFromURL = () => {
+  const urlFilters = parseFilterURLParams(route.query);
+  appliedFilters.value.assigned_agent_id = urlFilters.agent_id;
+  appliedFilters.value.inbox_id = urlFilters.inbox_id;
+  appliedFilters.value.team_id = urlFilters.team_id;
+  appliedFilters.value.sla_policy_id = urlFilters.sla_policy_id;
+  appliedFilters.value.label_list = urlFilters.label;
+};
+
+onMounted(() => {
+  initializeFromURL();
+  if (hasActiveFilters.value) {
+    emitChange();
+  }
+});
 </script>
 
 <template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/SLA/SLAReportFilters.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/SLA/SLAReportFilters.vue
index c46014a2a..3db8ed3a7 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/SLA/SLAReportFilters.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/reports/components/SLA/SLAReportFilters.vue
@@ -1,73 +1,98 @@
-<script>
+<script setup>
+import { ref, computed, onMounted } from 'vue';
+import { useRoute, useRouter } from 'vue-router';
 import SLAFilter from '../SLA/SLAFilter.vue';
-import subDays from 'date-fns/subDays';
-import { DATE_RANGE_OPTIONS } from '../../constants';
+import WootDatePicker from 'dashboard/components/ui/DatePicker/DatePicker.vue';
+import { subDays, fromUnixTime } from 'date-fns';
 import { getUnixStartOfDay, getUnixEndOfDay } from 'helpers/DateHelper';
+import {
+  generateReportURLParams,
+  parseReportURLParams,
+  parseFilterURLParams,
+} from '../../helpers/reportFilterHelper';
 
-export default {
-  components: {
-    SLAFilter,
-  },
-  emits: ['filterChange'],
+const emit = defineEmits(['filterChange']);
 
-  data() {
-    return {
-      selectedDateRange: DATE_RANGE_OPTIONS.LAST_7_DAYS,
-      selectedGroupByFilter: null,
-      customDateRange: [new Date(), new Date()],
-    };
-  },
-  computed: {
-    to() {
-      return getUnixEndOfDay(this.customDateRange[1]);
-    },
-    from() {
-      return getUnixStartOfDay(this.customDateRange[0]);
-    },
-  },
-  watch: {
-    businessHoursSelected() {
-      this.emitChange();
-    },
-  },
-  mounted() {
-    this.setInitialRange();
-  },
-  methods: {
-    setInitialRange() {
-      const { offset } = this.selectedDateRange;
-      const fromDate = subDays(new Date(), offset);
-      const from = getUnixStartOfDay(fromDate);
-      const to = getUnixEndOfDay(new Date());
-      this.$emit('filterChange', {
-        from,
-        to,
-        ...this.selectedGroupByFilter,
-      });
-    },
-    emitChange() {
-      const { from, to } = this;
-      this.$emit('filterChange', {
-        from,
-        to,
-        ...this.selectedGroupByFilter,
-      });
-    },
-    emitFilterChange(params) {
-      this.selectedGroupByFilter = params;
-      this.emitChange();
-    },
-    onDateRangeChange(value) {
-      this.customDateRange = value;
-      this.emitChange();
-    },
-  },
+const route = useRoute();
+const router = useRouter();
+
+// Initialize from URL params immediately
+const urlParams = parseReportURLParams(route.query);
+const initialDateRange =
+  urlParams.from && urlParams.to
+    ? [fromUnixTime(urlParams.from), fromUnixTime(urlParams.to)]
+    : [subDays(new Date(), 6), new Date()];
+
+const selectedDateRange = ref(urlParams.range || 'last7days');
+const selectedGroupByFilter = ref(null);
+const customDateRange = ref(initialDateRange);
+
+const to = computed(() => getUnixEndOfDay(customDateRange.value[1]));
+const from = computed(() => getUnixStartOfDay(customDateRange.value[0]));
+
+const updateURLParams = () => {
+  const dateParams = generateReportURLParams({
+    from: from.value,
+    to: to.value,
+    range: selectedDateRange.value,
+  });
+
+  const filterParams = parseFilterURLParams(route.query);
+  const params = { ...dateParams };
+
+  if (filterParams.agent_id) params.agent_id = filterParams.agent_id;
+  if (filterParams.inbox_id) params.inbox_id = filterParams.inbox_id;
+  if (filterParams.team_id) params.team_id = filterParams.team_id;
+  if (filterParams.sla_policy_id)
+    params.sla_policy_id = filterParams.sla_policy_id;
+  if (filterParams.label) params.label = filterParams.label;
+
+  router.replace({ query: params });
 };
+
+const emitChange = () => {
+  updateURLParams();
+  emit('filterChange', {
+    from: from.value,
+    to: to.value,
+    ...selectedGroupByFilter.value,
+  });
+};
+
+const emitFilterChange = params => {
+  selectedGroupByFilter.value = params;
+  emit('filterChange', {
+    from: from.value,
+    to: to.value,
+    ...selectedGroupByFilter.value,
+  });
+};
+
+const onDateRangeChange = ([startDate, endDate, rangeType]) => {
+  customDateRange.value = [startDate, endDate];
+  selectedDateRange.value = rangeType;
+  emitChange();
+};
+
+const setInitialRange = () => {
+  customDateRange.value = [subDays(new Date(), 6), new Date()];
+  emitChange();
+};
+
+onMounted(() => {
+  if (!route.query.from || !route.query.to) {
+    setInitialRange();
+  }
+});
 </script>
 
 <template>
   <div class="flex flex-col flex-wrap w-full gap-3 md:flex-row">
-    <woot-date-picker @date-range-changed="onDateRangeChange" />
+    <WootDatePicker
+      v-model:date-range="customDateRange"
+      v-model:range-type="selectedDateRange"
+      @date-range-changed="onDateRangeChange"
+    />
     <SLAFilter @filter-change="emitFilterChange" />
   </div>
 </template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/SummaryReports.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/SummaryReports.vue
index 9b966c8fe..cdbc6a71f 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/SummaryReports.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/reports/components/SummaryReports.vue
@@ -1,7 +1,9 @@
 <script setup>
-import ReportFilterSelector from './FilterSelector.vue';
+import OverviewReportFilters from './OverviewReportFilters.vue';
+import Spinner from 'dashboard/components-next/spinner/Spinner.vue';
 import { formatTime } from '@chatwoot/utils';
 import { useStore, useMapGetter } from 'dashboard/composables/store';
+import { useAlert } from 'dashboard/composables';
 import Table from 'dashboard/components/table/Table.vue';
 import { generateFileName } from 'dashboard/helper/downloadHelper';
 import {
@@ -42,6 +44,16 @@ const businessHours = ref(false);
 import { useI18n } from 'vue-i18n';
 import SummaryReportLink from './SummaryReportLink.vue';
 
+const flagMap = {
+  agent: 'isFetchingAgentSummaryReports',
+  inbox: 'isFetchingInboxSummaryReports',
+  team: 'isFetchingTeamSummaryReports',
+  label: 'isFetchingLabelSummaryReports',
+};
+
+const uiFlags = useMapGetter('summaryReports/getUIFlags');
+const isLoading = computed(() => uiFlags.value[flagMap[props.type]] ?? false);
+
 const rowItems = useMapGetter([props.getterKey]) || [];
 const reportMetrics = useMapGetter([props.summaryKey]) || [];
 
@@ -120,13 +132,26 @@ const tableData = computed(() =>
   })
 );
 
-const fetchAllData = () => {
-  store.dispatch(props.fetchItemsKey);
-  store.dispatch(props.actionKey, {
+const fetchReportsWithRetry = async () => {
+  const params = {
     since: from.value,
     until: to.value,
     businessHours: businessHours.value,
-  });
+  };
+  try {
+    await store.dispatch(props.actionKey, params);
+  } catch {
+    try {
+      await store.dispatch(props.actionKey, params);
+    } catch {
+      useAlert(t('REPORT.SUMMARY_FETCHING_FAILED'));
+    }
+  }
+};
+
+const fetchAllData = () => {
+  store.dispatch(props.fetchItemsKey);
+  fetchReportsWithRetry();
 };
 
 onMounted(() => fetchAllData());
@@ -178,10 +203,28 @@ defineExpose({ downloadReports });
 </script>
 
 <template>
-  <ReportFilterSelector @filter-change="onFilterChange" />
+  <OverviewReportFilters
+    :disabled="isLoading"
+    @filter-change="onFilterChange"
+  />
   <div
-    class="flex-1 overflow-auto px-2 py-2 mt-5 shadow outline-1 outline outline-n-container rounded-xl bg-n-solid-2"
+    class="relative flex-1 overflow-auto px-2 py-2 mt-5 shadow outline-1 outline outline-n-container rounded-xl bg-n-solid-2"
   >
     <Table :table="table" />
+    <Transition
+      enter-active-class="transition-opacity duration-300 ease-out"
+      leave-active-class="transition-opacity duration-200 ease-in"
+      enter-from-class="opacity-0"
+      enter-to-class="opacity-100"
+      leave-from-class="opacity-100"
+      leave-to-class="opacity-0"
+    >
+      <div
+        v-if="isLoading"
+        class="absolute inset-0 flex justify-center pt-[12.5rem] bg-n-solid-1/70 rounded-xl pointer-events-none"
+      >
+        <Spinner :size="32" class="text-n-brand" />
+      </div>
+    </Transition>
   </div>
 </template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/WootReports.vue b/app/javascript/dashboard/routes/dashboard/settings/reports/components/WootReports.vue
index b3d66a8eb..e54c9f53e 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/WootReports.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/reports/components/WootReports.vue
@@ -1,31 +1,12 @@
 <script>
 import V4Button from 'dashboard/components-next/button/Button.vue';
-import { useAlert, useTrack } from 'dashboard/composables';
+import { useAlert } from 'dashboard/composables';
 import ReportFilters from './ReportFilters.vue';
 import ReportContainer from '../ReportContainer.vue';
 import { GROUP_BY_FILTER } from '../constants';
 import { generateFileName } from '../../../../../helper/downloadHelper';
-import { REPORTS_EVENTS } from '../../../../../helper/AnalyticsHelper/events';
 import ReportHeader from './ReportHeader.vue';
 
-const GROUP_BY_OPTIONS = {
-  DAY: [{ id: 1, groupByKey: 'REPORT.GROUPING_OPTIONS.DAY' }],
-  WEEK: [
-    { id: 1, groupByKey: 'REPORT.GROUPING_OPTIONS.DAY' },
-    { id: 2, groupByKey: 'REPORT.GROUPING_OPTIONS.WEEK' },
-  ],
-  MONTH: [
-    { id: 1, groupByKey: 'REPORT.GROUPING_OPTIONS.DAY' },
-    { id: 2, groupByKey: 'REPORT.GROUPING_OPTIONS.WEEK' },
-    { id: 3, groupByKey: 'REPORT.GROUPING_OPTIONS.MONTH' },
-  ],
-  YEAR: [
-    { id: 2, groupByKey: 'REPORT.GROUPING_OPTIONS.WEEK' },
-    { id: 3, groupByKey: 'REPORT.GROUPING_OPTIONS.MONTH' },
-    { id: 4, groupByKey: 'REPORT.GROUPING_OPTIONS.YEAR' },
-  ],
-};
-
 export default {
   components: {
     ReportHeader,
@@ -69,12 +50,19 @@ export default {
       to: 0,
       selectedFilter: this.selectedItem,
       groupBy: GROUP_BY_FILTER[1],
-      groupByfilterItemsList: GROUP_BY_OPTIONS.DAY.map(this.translateOptions),
-      selectedGroupByFilter: null,
       businessHours: false,
     };
   },
   computed: {
+    filterType() {
+      const pluralMap = {
+        agent: 'agents',
+        team: 'teams',
+        inbox: 'inboxes',
+        label: 'labels',
+      };
+      return pluralMap[this.type] || this.type;
+    },
     filterItemsList() {
       return this.$store.getters[this.getterKey] || [];
     },
@@ -145,69 +133,29 @@ export default {
         this.$store.dispatch(dispatchMethods[type], params);
       }
     },
-    onDateRangeChange({ from, to, groupBy }) {
-      // do not track filter change on inital load
-      if (this.from !== 0 && this.to !== 0) {
-        useTrack(REPORTS_EVENTS.FILTER_REPORT, {
-          filterType: 'date',
-          reportType: this.type,
-        });
-      }
-
+    onFilterChange(payload) {
+      const { from, to, businessHours, groupBy } = payload;
       this.from = from;
       this.to = to;
-      this.groupByfilterItemsList = this.fetchFilterItems(groupBy);
-      const filterItems = this.groupByfilterItemsList.filter(
-        item => item.id === this.groupBy.id
-      );
-      if (filterItems.length > 0) {
-        this.selectedGroupByFilter = filterItems[0];
+      this.businessHours = businessHours;
+
+      if (groupBy) {
+        this.groupBy = groupBy;
       } else {
-        this.selectedGroupByFilter = this.groupByfilterItemsList[0];
-        this.groupBy = GROUP_BY_FILTER[this.selectedGroupByFilter.id];
+        this.groupBy = GROUP_BY_FILTER[1];
       }
-      this.fetchAllData();
-    },
-    onFilterChange(payload) {
-      if (payload) {
-        this.selectedFilter = payload;
-        this.fetchAllData();
-      }
-    },
-    onGroupByFilterChange(payload) {
-      this.groupBy = GROUP_BY_FILTER[payload.id];
-      this.fetchAllData();
 
-      useTrack(REPORTS_EVENTS.FILTER_REPORT, {
-        filterType: 'groupBy',
-        filterValue: this.groupBy?.period,
-        reportType: this.type,
-      });
-    },
-    fetchFilterItems(groupBy) {
-      switch (groupBy) {
-        case GROUP_BY_FILTER[2].period:
-          return GROUP_BY_OPTIONS.WEEK.map(this.translateOptions);
-        case GROUP_BY_FILTER[3].period:
-          return GROUP_BY_OPTIONS.MONTH.map(this.translateOptions);
-        case GROUP_BY_FILTER[4].period:
-          return GROUP_BY_OPTIONS.YEAR.map(this.translateOptions);
-        default:
-          return GROUP_BY_OPTIONS.DAY.map(this.translateOptions);
+      // Get filter value directly from filterType key
+      const filterValue = payload[this.filterType];
+      if (filterValue) {
+        this.selectedFilter = Array.isArray(filterValue)
+          ? filterValue[0]
+          : filterValue;
+      } else {
+        this.selectedFilter = null;
       }
-    },
-    translateOptions(opts) {
-      return { id: opts.id, groupBy: this.$t(opts.groupByKey) };
-    },
-    onBusinessHoursToggle(value) {
-      this.businessHours = value;
-      this.fetchAllData();
 
-      useTrack(REPORTS_EVENTS.FILTER_REPORT, {
-        filterType: 'businessHours',
-        filterValue: value,
-        reportType: this.type,
-      });
+      this.fetchAllData();
     },
   },
 };
@@ -222,17 +170,12 @@ export default {
       @click="downloadReports"
     />
   </ReportHeader>
+
   <ReportFilters
     v-if="filterItemsList"
-    :type="type"
-    :filter-items-list="filterItemsList"
-    :group-by-filter-items-list="groupByfilterItemsList"
-    :selected-group-by-filter="selectedGroupByFilter"
-    :current-filter="selectedFilter"
-    @date-range-change="onDateRangeChange"
+    :filter-type="filterType"
+    :selected-item="selectedFilter"
     @filter-change="onFilterChange"
-    @group-by-filter-change="onGroupByFilterChange"
-    @business-hours-toggle="onBusinessHoursToggle"
   />
   <ReportContainer
     v-if="filterItemsList.length"
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersAgents.spec.js b/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersAgents.spec.js
deleted file mode 100644
index 391b889d4..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersAgents.spec.js
+++ /dev/null
@@ -1,57 +0,0 @@
-import { shallowMount } from '@vue/test-utils';
-import { createStore } from 'vuex';
-import ReportsFiltersAgents from '../../Filters/Agents.vue';
-
-const mockStore = createStore({
-  modules: {
-    agents: {
-      namespaced: true,
-      state: {
-        agents: [],
-      },
-      getters: {
-        getAgents: state => state.agents,
-      },
-      actions: {
-        get: vi.fn(),
-      },
-    },
-  },
-});
-
-const mountParams = {
-  global: {
-    plugins: [mockStore],
-    mocks: {
-      $t: msg => msg,
-    },
-    stubs: ['multiselect'],
-  },
-};
-
-describe('ReportsFiltersAgents.vue', () => {
-  it('emits "agents-filter-selection" event when handleInput is called', async () => {
-    const wrapper = shallowMount(ReportsFiltersAgents, mountParams);
-
-    const selectedAgents = [
-      { id: 1, name: 'Agent 1' },
-      { id: 2, name: 'Agent 2' },
-    ];
-    await wrapper.setData({ selectedOptions: selectedAgents });
-
-    await wrapper.vm.handleInput();
-
-    expect(wrapper.emitted('agentsFilterSelection')).toBeTruthy();
-    expect(wrapper.emitted('agentsFilterSelection')[0]).toEqual([
-      selectedAgents,
-    ]);
-  });
-
-  it('dispatches the "agents/get" action when the component is mounted', () => {
-    const dispatchSpy = vi.spyOn(mockStore, 'dispatch');
-
-    shallowMount(ReportsFiltersAgents, mountParams);
-
-    expect(dispatchSpy).toHaveBeenCalledWith('agents/get');
-  });
-});
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersDateGroupBy.spec.js b/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersDateGroupBy.spec.js
deleted file mode 100644
index 01223afbf..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersDateGroupBy.spec.js
+++ /dev/null
@@ -1,47 +0,0 @@
-import { shallowMount } from '@vue/test-utils';
-import ReportsFiltersDateGroupBy from '../../Filters/DateGroupBy.vue';
-import { GROUP_BY_OPTIONS } from '../../../constants';
-
-const mountParams = {
-  global: {
-    mocks: {
-      $t: msg => msg,
-    },
-    stubs: ['multiselect'],
-  },
-};
-
-describe('ReportsFiltersDateGroupBy.vue', () => {
-  it('emits "on-grouping-change" event when changeFilterSelection is called', () => {
-    const wrapper = shallowMount(ReportsFiltersDateGroupBy, mountParams);
-
-    const selectedFilter = GROUP_BY_OPTIONS.DAY;
-    wrapper.vm.changeFilterSelection(selectedFilter);
-
-    expect(wrapper.emitted('onGroupingChange')).toBeTruthy();
-    expect(wrapper.emitted('onGroupingChange')[0]).toEqual([selectedFilter]);
-  });
-
-  it('updates currentSelectedFilter when selectedOption is changed', async () => {
-    const wrapper = shallowMount(ReportsFiltersDateGroupBy, mountParams);
-
-    const newSelectedOption = GROUP_BY_OPTIONS.MONTH;
-    await wrapper.setProps({ selectedOption: newSelectedOption });
-
-    expect(wrapper.vm.currentSelectedFilter).toEqual({
-      ...newSelectedOption,
-      groupBy: newSelectedOption.translationKey,
-    });
-  });
-
-  it('initializes translatedOptions correctly', () => {
-    const wrapper = shallowMount(ReportsFiltersDateGroupBy, mountParams);
-
-    const expectedOptions = wrapper.vm.validGroupOptions.map(option => ({
-      ...option,
-      groupBy: option.translationKey,
-    }));
-
-    expect(wrapper.vm.translatedOptions).toEqual(expectedOptions);
-  });
-});
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersDateRange.spec.js b/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersDateRange.spec.js
deleted file mode 100644
index c863029fe..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersDateRange.spec.js
+++ /dev/null
@@ -1,41 +0,0 @@
-import { shallowMount } from '@vue/test-utils';
-import ReportFiltersDateRange from '../../Filters/DateRange.vue';
-import { DATE_RANGE_OPTIONS } from '../../../constants';
-
-const mountParams = {
-  global: {
-    mocks: {
-      $t: msg => msg,
-    },
-    stubs: ['multiselect'],
-  },
-};
-
-describe('ReportFiltersDateRange.vue', () => {
-  it('emits "onRangeChange" event when updateRange is called', () => {
-    const wrapper = shallowMount(ReportFiltersDateRange, mountParams);
-
-    const selectedRange = DATE_RANGE_OPTIONS.LAST_7_DAYS;
-    wrapper.vm.updateRange(selectedRange);
-
-    expect(wrapper.emitted('onRangeChange')).toBeTruthy();
-    expect(wrapper.emitted('onRangeChange')[0]).toEqual([selectedRange]);
-  });
-
-  it('initializes options correctly', () => {
-    const wrapper = shallowMount(ReportFiltersDateRange, mountParams);
-
-    const expectedIds = Object.values(DATE_RANGE_OPTIONS).map(
-      option => option.id
-    );
-    const receivedIds = wrapper.vm.options.map(option => option.id);
-
-    expect(receivedIds).toEqual(expectedIds);
-  });
-
-  it('initializes selectedOption correctly', () => {
-    const wrapper = shallowMount(ReportFiltersDateRange, mountParams);
-    const expectedId = Object.values(DATE_RANGE_OPTIONS)[0].id;
-    expect(wrapper.vm.selectedOption.id).toBe(expectedId);
-  });
-});
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersInboxes.spec.js b/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersInboxes.spec.js
deleted file mode 100644
index fbb3f2d3f..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersInboxes.spec.js
+++ /dev/null
@@ -1,65 +0,0 @@
-import { shallowMount } from '@vue/test-utils';
-import { createStore } from 'vuex';
-import ReportsFiltersInboxes from '../../Filters/Inboxes.vue';
-
-const mountParams = {
-  global: {
-    mocks: {
-      $t: msg => msg,
-    },
-    stubs: ['multiselect'],
-  },
-};
-
-describe('ReportsFiltersInboxes.vue', () => {
-  let store;
-  let inboxesModule;
-
-  beforeEach(() => {
-    inboxesModule = {
-      namespaced: true,
-      getters: {
-        getInboxes: () => () => [
-          { id: 1, name: 'Inbox 1' },
-          { id: 2, name: 'Inbox 2' },
-        ],
-      },
-      actions: {
-        get: vi.fn(),
-      },
-    };
-
-    store = createStore({
-      modules: {
-        inboxes: inboxesModule,
-      },
-    });
-  });
-
-  it('dispatches "inboxes/get" action when component is mounted', () => {
-    shallowMount(ReportsFiltersInboxes, {
-      global: {
-        plugins: [store],
-        ...mountParams.global,
-      },
-    });
-    expect(inboxesModule.actions.get).toHaveBeenCalled();
-  });
-
-  it('emits "inbox-filter-selection" event when handleInput is called', async () => {
-    const wrapper = shallowMount(ReportsFiltersInboxes, {
-      global: {
-        plugins: [store],
-        ...mountParams.global,
-      },
-    });
-
-    const selectedInbox = { id: 1, name: 'Inbox 1' };
-    await wrapper.setData({ selectedOption: selectedInbox });
-
-    await wrapper.vm.handleInput();
-
-    expect(wrapper.emitted('inboxFilterSelection')).toBeTruthy();
-    expect(wrapper.emitted('inboxFilterSelection')[0]).toEqual([selectedInbox]);
-  });
-});
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersLabels.spec.js b/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersLabels.spec.js
deleted file mode 100644
index ed2903fad..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersLabels.spec.js
+++ /dev/null
@@ -1,67 +0,0 @@
-import { shallowMount } from '@vue/test-utils';
-import { createStore } from 'vuex';
-import ReportsFiltersLabels from '../../Filters/Labels.vue';
-
-const mountParams = {
-  global: {
-    mocks: {
-      $t: msg => msg,
-    },
-    stubs: ['multiselect'],
-  },
-};
-
-describe('ReportsFiltersLabels.vue', () => {
-  let store;
-  let labelsModule;
-
-  beforeEach(() => {
-    labelsModule = {
-      namespaced: true,
-      getters: {
-        getLabels: () => () => [
-          { id: 1, title: 'Label 1', color: 'red' },
-          { id: 2, title: 'Label 2', color: 'blue' },
-        ],
-      },
-      actions: {
-        get: vi.fn(),
-      },
-    };
-
-    store = createStore({
-      modules: {
-        labels: labelsModule,
-      },
-    });
-  });
-
-  it('dispatches "labels/get" action when component is mounted', () => {
-    shallowMount(ReportsFiltersLabels, {
-      global: {
-        plugins: [store],
-        ...mountParams.global,
-      },
-    });
-    expect(labelsModule.actions.get).toHaveBeenCalled();
-  });
-
-  it('emits "labels-filter-selection" event when handleInput is called', async () => {
-    const wrapper = shallowMount(ReportsFiltersLabels, {
-      global: {
-        plugins: [store],
-        ...mountParams.global,
-      },
-    });
-
-    const selectedLabel = { id: 1, title: 'Label 1', color: 'red' };
-    await wrapper.setData({ selectedOption: selectedLabel });
-
-    await wrapper.vm.handleInput();
-
-    expect(wrapper.emitted('labelsFilterSelection')).toBeTruthy();
-    expect(wrapper.emitted('labelsFilterSelection')[0]).toEqual([
-      selectedLabel,
-    ]);
-  });
-});
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersRatings.spec.js b/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersRatings.spec.js
deleted file mode 100644
index 1506a8a7f..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersRatings.spec.js
+++ /dev/null
@@ -1,43 +0,0 @@
-import { shallowMount } from '@vue/test-utils';
-import ReportFiltersRatings from '../../Filters/Ratings.vue';
-import { CSAT_RATINGS } from 'shared/constants/messages';
-
-const mountParams = {
-  global: {
-    mocks: {
-      $t: msg => msg,
-    },
-    stubs: ['multiselect'],
-  },
-};
-
-describe('ReportFiltersRatings.vue', () => {
-  it('emits "rating-filter-selection" event when handleInput is called', async () => {
-    const wrapper = shallowMount(ReportFiltersRatings, {
-      ...mountParams,
-    });
-
-    const selectedRating = { value: 1, label: 'Rating 1' };
-    await wrapper.setData({ selectedOption: selectedRating });
-
-    await wrapper.vm.handleInput(selectedRating);
-
-    expect(wrapper.emitted('ratingFilterSelection')).toBeTruthy();
-    expect(wrapper.emitted('ratingFilterSelection')[0]).toEqual([
-      selectedRating,
-    ]);
-  });
-
-  it('initializes options correctly', () => {
-    const wrapper = shallowMount(ReportFiltersRatings, {
-      ...mountParams,
-    });
-
-    const expectedOptions = CSAT_RATINGS.map(option => ({
-      ...option,
-      label: option.translationKey,
-    }));
-
-    expect(wrapper.vm.options).toEqual(expectedOptions);
-  });
-});
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersTeams.spec.js b/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersTeams.spec.js
deleted file mode 100644
index 18fb0ec49..000000000
--- a/app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/Filters/FiltersTeams.spec.js
+++ /dev/null
@@ -1,65 +0,0 @@
-import { shallowMount } from '@vue/test-utils';
-import { createStore } from 'vuex';
-import ReportsFiltersTeams from '../../Filters/Teams.vue';
-
-const mountParams = {
-  global: {
-    mocks: {
-      $t: msg => msg,
-    },
-    stubs: ['multiselect'],
-  },
-};
-
-describe('ReportsFiltersTeams.vue', () => {
-  let store;
-  let teamsModule;
-
-  beforeEach(() => {
-    teamsModule = {
-      namespaced: true,
-      getters: {
-        getTeams: () => () => [
-          { id: 1, name: 'Team 1' },
-          { id: 2, name: 'Team 2' },
-        ],
-      },
-      actions: {
-        get: vi.fn(),
-      },
-    };
-
-    store = createStore({
-      modules: {
-        teams: teamsModule,
-      },
-    });
-  });
-
-  it('dispatches "teams/get" action when component is mounted', () => {
-    shallowMount(ReportsFiltersTeams, {
-      global: {
-        plugins: [store],
-        ...mountParams,
-      },
-    });
-    expect(teamsModule.actions.get).toHaveBeenCalled();
-  });
-
-  it('emits "team-filter-selection" event when handleInput is called', async () => {
-    const wrapper = shallowMount(ReportsFiltersTeams, {
-      global: {
-        plugins: [store],
-        ...mountParams,
-      },
-    });
-
-    await wrapper.setData({ selectedOption: { id: 1, name: 'Team 1' } });
-    await wrapper.vm.handleInput();
-
-    expect(wrapper.emitted('teamFilterSelection')).toBeTruthy();
-    expect(wrapper.emitted('teamFilterSelection')[0]).toEqual([
-      { id: 1, name: 'Team 1' },
-    ]);
-  });
-});
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/helpers/reportFilterHelper.js b/app/javascript/dashboard/routes/dashboard/settings/reports/helpers/reportFilterHelper.js
new file mode 100644
index 000000000..daea399b3
--- /dev/null
+++ b/app/javascript/dashboard/routes/dashboard/settings/reports/helpers/reportFilterHelper.js
@@ -0,0 +1,69 @@
+export const generateReportURLParams = ({
+  from,
+  to,
+  businessHours,
+  groupBy,
+  range,
+}) => {
+  const params = {};
+
+  // Always include from/to dates
+  if (from) params.from = from;
+  if (to) params.to = to;
+
+  if (businessHours) params.business_hours = 'true';
+  if (groupBy) params.group_by = groupBy;
+
+  // Include range type (last7days, last3months, custom, etc.)
+  if (range) params.range = range;
+
+  return params;
+};
+
+export const parseReportURLParams = query => {
+  const { from, to, business_hours, group_by, range } = query;
+
+  return {
+    from: from ? Number(from) : null,
+    to: to ? Number(to) : null,
+    businessHours: business_hours === 'true',
+    groupBy: group_by ? Number(group_by) : null,
+    range: range || null,
+  };
+};
+
+// Parse filter params from URL (agent_id, inbox_id, team_id, sla_policy_id, label, rating)
+export const parseFilterURLParams = query => {
+  return {
+    agent_id: query.agent_id ? Number(query.agent_id) : null,
+    inbox_id: query.inbox_id ? Number(query.inbox_id) : null,
+    team_id: query.team_id ? Number(query.team_id) : null,
+    sla_policy_id: query.sla_policy_id ? Number(query.sla_policy_id) : null,
+    label: query.label || null,
+    rating: query.rating ? Number(query.rating) : null,
+  };
+};
+
+// Generate filter URL params (only include non-null values)
+export const generateFilterURLParams = filters => {
+  const params = {};
+  if (filters.agent_id) params.agent_id = filters.agent_id;
+  if (filters.inbox_id) params.inbox_id = filters.inbox_id;
+  if (filters.team_id) params.team_id = filters.team_id;
+  if (filters.sla_policy_id) params.sla_policy_id = filters.sla_policy_id;
+  if (filters.label) params.label = filters.label;
+  if (filters.rating) params.rating = filters.rating;
+  return params;
+};
+
+// Merge date range and filter params for complete URL
+export const generateCompleteURLParams = ({
+  from,
+  to,
+  range,
+  filters = {},
+}) => {
+  const dateParams = generateReportURLParams({ from, to, range });
+  const filterParams = generateFilterURLParams(filters);
+  return { ...dateParams, ...filterParams };
+};
diff --git a/app/javascript/dashboard/routes/dashboard/settings/reports/helpers/reportFilterHelper.spec.js b/app/javascript/dashboard/routes/dashboard/settings/reports/helpers/reportFilterHelper.spec.js
new file mode 100644
index 000000000..4bb2918b4
--- /dev/null
+++ b/app/javascript/dashboard/routes/dashboard/settings/reports/helpers/reportFilterHelper.spec.js
@@ -0,0 +1,350 @@
+import {
+  generateReportURLParams,
+  parseReportURLParams,
+  parseFilterURLParams,
+  generateFilterURLParams,
+  generateCompleteURLParams,
+} from './reportFilterHelper';
+
+describe('reportFilterHelper', () => {
+  describe('generateReportURLParams', () => {
+    it('generates URL params with from and to dates', () => {
+      const params = generateReportURLParams({
+        from: 1738607400,
+        to: 1770229799,
+      });
+
+      expect(params).toEqual({
+        from: 1738607400,
+        to: 1770229799,
+      });
+    });
+
+    it('includes business hours when true', () => {
+      const params = generateReportURLParams({
+        from: 1738607400,
+        to: 1770229799,
+        businessHours: true,
+      });
+
+      expect(params).toEqual({
+        from: 1738607400,
+        to: 1770229799,
+        business_hours: 'true',
+      });
+    });
+
+    it('excludes business hours when false', () => {
+      const params = generateReportURLParams({
+        from: 1738607400,
+        to: 1770229799,
+        businessHours: false,
+      });
+
+      expect(params).toEqual({
+        from: 1738607400,
+        to: 1770229799,
+      });
+    });
+
+    it('includes group by parameter', () => {
+      const params = generateReportURLParams({
+        from: 1738607400,
+        to: 1770229799,
+        groupBy: 3,
+      });
+
+      expect(params).toEqual({
+        from: 1738607400,
+        to: 1770229799,
+        group_by: 3,
+      });
+    });
+
+    it('includes range type', () => {
+      const params = generateReportURLParams({
+        from: 1738607400,
+        to: 1770229799,
+        range: 'last7days',
+      });
+
+      expect(params).toEqual({
+        from: 1738607400,
+        to: 1770229799,
+        range: 'last7days',
+      });
+    });
+
+    it('generates complete URL params with all options', () => {
+      const params = generateReportURLParams({
+        from: 1738607400,
+        to: 1770229799,
+        businessHours: true,
+        groupBy: 3,
+        range: 'lastYear',
+      });
+
+      expect(params).toEqual({
+        from: 1738607400,
+        to: 1770229799,
+        business_hours: 'true',
+        group_by: 3,
+        range: 'lastYear',
+      });
+    });
+  });
+
+  describe('parseReportURLParams', () => {
+    it('parses from and to dates as numbers', () => {
+      const result = parseReportURLParams({
+        from: '1738607400',
+        to: '1770229799',
+      });
+
+      expect(result).toEqual({
+        from: 1738607400,
+        to: 1770229799,
+        businessHours: false,
+        groupBy: null,
+        range: null,
+      });
+    });
+
+    it('parses business hours as boolean', () => {
+      const result = parseReportURLParams({
+        from: '1738607400',
+        to: '1770229799',
+        business_hours: 'true',
+      });
+
+      expect(result.businessHours).toBe(true);
+    });
+
+    it('returns false for business hours when not "true"', () => {
+      const result = parseReportURLParams({
+        from: '1738607400',
+        to: '1770229799',
+        business_hours: 'false',
+      });
+
+      expect(result.businessHours).toBe(false);
+    });
+
+    it('parses group by as number', () => {
+      const result = parseReportURLParams({
+        from: '1738607400',
+        to: '1770229799',
+        group_by: '3',
+      });
+
+      expect(result.groupBy).toBe(3);
+    });
+
+    it('parses range type', () => {
+      const result = parseReportURLParams({
+        from: '1738607400',
+        to: '1770229799',
+        range: 'last7days',
+      });
+
+      expect(result.range).toBe('last7days');
+    });
+
+    it('returns null for missing parameters', () => {
+      const result = parseReportURLParams({});
+
+      expect(result).toEqual({
+        from: null,
+        to: null,
+        businessHours: false,
+        groupBy: null,
+        range: null,
+      });
+    });
+
+    it('parses complete URL params with all options', () => {
+      const result = parseReportURLParams({
+        from: '1738607400',
+        to: '1770229799',
+        business_hours: 'true',
+        group_by: '3',
+        range: 'lastYear',
+      });
+
+      expect(result).toEqual({
+        from: 1738607400,
+        to: 1770229799,
+        businessHours: true,
+        groupBy: 3,
+        range: 'lastYear',
+      });
+    });
+
+    it('handles numeric values correctly', () => {
+      const result = parseReportURLParams({
+        from: 1738607400,
+        to: 1770229799,
+        group_by: 3,
+      });
+
+      expect(result.from).toBe(1738607400);
+      expect(result.to).toBe(1770229799);
+      expect(result.groupBy).toBe(3);
+    });
+  });
+
+  describe('round-trip conversion', () => {
+    it('maintains data integrity through generate and parse cycle', () => {
+      const original = {
+        from: 1738607400,
+        to: 1770229799,
+        businessHours: true,
+        groupBy: 3,
+        range: 'lastYear',
+      };
+
+      const urlParams = generateReportURLParams(original);
+      const parsed = parseReportURLParams(urlParams);
+
+      expect(parsed.from).toBe(original.from);
+      expect(parsed.to).toBe(original.to);
+      expect(parsed.businessHours).toBe(original.businessHours);
+      expect(parsed.groupBy).toBe(original.groupBy);
+      expect(parsed.range).toBe(original.range);
+    });
+  });
+
+  describe('parseFilterURLParams', () => {
+    it('parses all filter params as numbers', () => {
+      const result = parseFilterURLParams({
+        agent_id: '123',
+        inbox_id: '456',
+        team_id: '789',
+        sla_policy_id: '101',
+        rating: '4',
+      });
+
+      expect(result).toEqual({
+        agent_id: 123,
+        inbox_id: 456,
+        team_id: 789,
+        sla_policy_id: 101,
+        label: null,
+        rating: 4,
+      });
+    });
+
+    it('parses label as string', () => {
+      const result = parseFilterURLParams({
+        label: 'bug',
+      });
+
+      expect(result.label).toBe('bug');
+    });
+
+    it('returns null for missing parameters', () => {
+      const result = parseFilterURLParams({});
+
+      expect(result).toEqual({
+        agent_id: null,
+        inbox_id: null,
+        team_id: null,
+        sla_policy_id: null,
+        label: null,
+        rating: null,
+      });
+    });
+  });
+
+  describe('generateFilterURLParams', () => {
+    it('includes only non-null filter values', () => {
+      const params = generateFilterURLParams({
+        agent_id: 123,
+        inbox_id: null,
+        team_id: 456,
+        rating: null,
+      });
+
+      expect(params).toEqual({
+        agent_id: 123,
+        team_id: 456,
+      });
+    });
+
+    it('includes label when present', () => {
+      const params = generateFilterURLParams({
+        label: 'bug',
+      });
+
+      expect(params).toEqual({
+        label: 'bug',
+      });
+    });
+
+    it('returns empty object when all values are null', () => {
+      const params = generateFilterURLParams({
+        agent_id: null,
+        inbox_id: null,
+        team_id: null,
+      });
+
+      expect(params).toEqual({});
+    });
+  });
+
+  describe('generateCompleteURLParams', () => {
+    it('merges date and filter params', () => {
+      const params = generateCompleteURLParams({
+        from: 1738607400,
+        to: 1770229799,
+        range: 'last7days',
+        filters: {
+          agent_id: 123,
+          inbox_id: 456,
+        },
+      });
+
+      expect(params).toEqual({
+        from: 1738607400,
+        to: 1770229799,
+        range: 'last7days',
+        agent_id: 123,
+        inbox_id: 456,
+      });
+    });
+
+    it('handles empty filters', () => {
+      const params = generateCompleteURLParams({
+        from: 1738607400,
+        to: 1770229799,
+        range: 'last7days',
+        filters: {},
+      });
+
+      expect(params).toEqual({
+        from: 1738607400,
+        to: 1770229799,
+        range: 'last7days',
+      });
+    });
+
+    it('excludes null filter values', () => {
+      const params = generateCompleteURLParams({
+        from: 1738607400,
+        to: 1770229799,
+        filters: {
+          agent_id: 123,
+          inbox_id: null,
+          team_id: 456,
+        },
+      });
+
+      expect(params).toEqual({
+        from: 1738607400,
+        to: 1770229799,
+        agent_id: 123,
+        team_id: 456,
+      });
+    });
+  });
+});
diff --git a/app/javascript/dashboard/store/modules/conversations/actions.js b/app/javascript/dashboard/store/modules/conversations/actions.js
index 559eaaad9..0c4c084e0 100644
--- a/app/javascript/dashboard/store/modules/conversations/actions.js
+++ b/app/javascript/dashboard/store/modules/conversations/actions.js
@@ -96,7 +96,7 @@ const actions = {
         data: payload,
       });
       if (!payload.length) {
-        commit(types.SET_ALL_MESSAGES_LOADED);
+        commit(types.SET_ALL_MESSAGES_LOADED, data.conversationId);
       }
     } catch (error) {
       // Handle error
@@ -191,7 +191,7 @@ const actions = {
 
   async setActiveChat({ commit, dispatch }, { data, after }) {
     commit(types.SET_CURRENT_CHAT_WINDOW, data);
-    commit(types.CLEAR_ALL_MESSAGES_LOADED);
+    commit(types.CLEAR_ALL_MESSAGES_LOADED, data.id);
     if (data.dataFetched === undefined) {
       try {
         await dispatch('fetchPreviousMessages', {
@@ -199,7 +199,7 @@ const actions = {
           before: data.messages[0].id,
           conversationId: data.id,
         });
-        data.dataFetched = true;
+        commit(types.SET_CHAT_DATA_FETCHED, data.id);
       } catch (error) {
         // Ignore error
       }
@@ -212,14 +212,17 @@ const actions = {
         conversationId,
         agentId,
       });
-      dispatch('setCurrentChatAssignee', response.data);
+      dispatch('setCurrentChatAssignee', {
+        conversationId,
+        assignee: response.data,
+      });
     } catch (error) {
       // Handle error
     }
   },
 
-  setCurrentChatAssignee({ commit }, assignee) {
-    commit(types.ASSIGN_AGENT, assignee);
+  setCurrentChatAssignee({ commit }, { conversationId, assignee }) {
+    commit(types.ASSIGN_AGENT, { conversationId, assignee });
   },
 
   assignTeam: async ({ dispatch }, { conversationId, teamId }) => {
diff --git a/app/javascript/dashboard/store/modules/conversations/index.js b/app/javascript/dashboard/store/modules/conversations/index.js
index 8d3ef9a9a..84be116fe 100644
--- a/app/javascript/dashboard/store/modules/conversations/index.js
+++ b/app/javascript/dashboard/store/modules/conversations/index.js
@@ -63,14 +63,18 @@ export const mutations = {
     _state.allConversations = [];
     _state.selectedChatId = null;
   },
-  [types.SET_ALL_MESSAGES_LOADED](_state) {
-    const [chat] = getSelectedChatConversation(_state);
-    chat.allMessagesLoaded = true;
+  [types.SET_ALL_MESSAGES_LOADED](_state, conversationId) {
+    const chat = getConversationById(_state)(conversationId);
+    if (chat) {
+      chat.allMessagesLoaded = true;
+    }
   },
 
-  [types.CLEAR_ALL_MESSAGES_LOADED](_state) {
-    const [chat] = getSelectedChatConversation(_state);
-    chat.allMessagesLoaded = false;
+  [types.CLEAR_ALL_MESSAGES_LOADED](_state, conversationId) {
+    const chat = getConversationById(_state)(conversationId);
+    if (chat) {
+      chat.allMessagesLoaded = false;
+    }
   },
   [types.CLEAR_CURRENT_CHAT_WINDOW](_state) {
     _state.selectedChatId = null;
@@ -91,15 +95,24 @@ export const mutations = {
     chat.messages = data;
   },
 
+  [types.SET_CHAT_DATA_FETCHED](_state, conversationId) {
+    const chat = getConversationById(_state)(conversationId);
+    if (chat) {
+      chat.dataFetched = true;
+    }
+  },
+
   [types.SET_CURRENT_CHAT_WINDOW](_state, activeChat) {
     if (activeChat) {
       _state.selectedChatId = activeChat.id;
     }
   },
 
-  [types.ASSIGN_AGENT](_state, assignee) {
-    const [chat] = getSelectedChatConversation(_state);
-    chat.meta.assignee = assignee;
+  [types.ASSIGN_AGENT](_state, { conversationId, assignee }) {
+    const chat = getConversationById(_state)(conversationId);
+    if (chat) {
+      chat.meta.assignee = assignee;
+    }
   },
 
   [types.ASSIGN_TEAM](_state, { team, conversationId }) {
@@ -274,8 +287,10 @@ export const mutations = {
 
   // Update assignee on action cable message
   [types.UPDATE_ASSIGNEE](_state, payload) {
-    const [chat] = _state.allConversations.filter(c => c.id === payload.id);
-    chat.meta.assignee = payload.assignee;
+    const chat = getConversationById(_state)(payload.id);
+    if (chat) {
+      chat.meta.assignee = payload.assignee;
+    }
   },
 
   [types.UPDATE_CONVERSATION_CONTACT](_state, { conversationId, ...payload }) {
diff --git a/app/javascript/dashboard/store/modules/labels.js b/app/javascript/dashboard/store/modules/labels.js
index 662c2973e..658f212fd 100644
--- a/app/javascript/dashboard/store/modules/labels.js
+++ b/app/javascript/dashboard/store/modules/labels.js
@@ -27,7 +27,7 @@ export const getters = {
       .sort((a, b) => a.title.localeCompare(b.title));
   },
   getLabelById: _state => id => {
-    return _state.records.find(record => record.id === Number(id));
+    return _state.records.find(record => record.id === Number(id)) || {};
   },
 };
 
diff --git a/app/javascript/dashboard/store/modules/specs/conversations/actions.spec.js b/app/javascript/dashboard/store/modules/specs/conversations/actions.spec.js
index 502c072f6..fa052ec1b 100644
--- a/app/javascript/dashboard/store/modules/specs/conversations/actions.spec.js
+++ b/app/javascript/dashboard/store/modules/specs/conversations/actions.spec.js
@@ -355,22 +355,26 @@ describe('#actions', () => {
       axios.post.mockResolvedValue({
         data: { id: 1, name: 'User' },
       });
-      await actions.assignAgent({ commit }, { conversationId: 1, agentId: 1 });
-      expect(commit).toHaveBeenCalledTimes(0);
-      expect(commit.mock.calls).toEqual([]);
+      await actions.assignAgent(
+        { dispatch },
+        { conversationId: 1, agentId: 1 }
+      );
+      expect(dispatch).toHaveBeenCalledWith('setCurrentChatAssignee', {
+        conversationId: 1,
+        assignee: { id: 1, name: 'User' },
+      });
     });
   });
 
   describe('#setCurrentChatAssignee', () => {
     it('sends correct mutations if assignment is successful', async () => {
-      axios.post.mockResolvedValue({
-        data: { id: 1, name: 'User' },
-      });
-      await actions.setCurrentChatAssignee({ commit }, { id: 1, name: 'User' });
+      const payload = {
+        conversationId: 1,
+        assignee: { id: 1, name: 'User' },
+      };
+      await actions.setCurrentChatAssignee({ commit }, payload);
       expect(commit).toHaveBeenCalledTimes(1);
-      expect(commit.mock.calls).toEqual([
-        ['ASSIGN_AGENT', { id: 1, name: 'User' }],
-      ]);
+      expect(commit.mock.calls).toEqual([['ASSIGN_AGENT', payload]]);
     });
   });
 
@@ -716,6 +720,64 @@ describe('#addMentions', () => {
     });
   });
 
+  describe('#setActiveChat', () => {
+    it('should commit SET_CHAT_DATA_FETCHED with conversation ID after fetch', async () => {
+      const localCommit = vi.fn();
+      const localDispatch = vi.fn().mockResolvedValue();
+      const data = { id: 42, messages: [{ id: 100 }] };
+
+      await actions.setActiveChat(
+        { commit: localCommit, dispatch: localDispatch },
+        { data, after: 99 }
+      );
+
+      expect(localCommit.mock.calls).toEqual([
+        [types.SET_CURRENT_CHAT_WINDOW, data],
+        [types.CLEAR_ALL_MESSAGES_LOADED, 42],
+        [types.SET_CHAT_DATA_FETCHED, 42],
+      ]);
+      expect(localDispatch).toHaveBeenCalledWith('fetchPreviousMessages', {
+        after: 99,
+        before: 100,
+        conversationId: 42,
+      });
+    });
+
+    it('should not dispatch fetchPreviousMessages if dataFetched is already set', async () => {
+      const localCommit = vi.fn();
+      const localDispatch = vi.fn();
+      const data = { id: 42, messages: [{ id: 100 }], dataFetched: true };
+
+      await actions.setActiveChat(
+        { commit: localCommit, dispatch: localDispatch },
+        { data }
+      );
+
+      expect(localCommit.mock.calls).toEqual([
+        [types.SET_CURRENT_CHAT_WINDOW, data],
+        [types.CLEAR_ALL_MESSAGES_LOADED, 42],
+      ]);
+      expect(localDispatch).not.toHaveBeenCalled();
+    });
+
+    it('should commit SET_CHAT_DATA_FETCHED by ID, not mutate the data object directly (race condition fix)', async () => {
+      const localCommit = vi.fn();
+      const localDispatch = vi.fn().mockResolvedValue();
+      const data = { id: 42, messages: [{ id: 100 }] };
+
+      await actions.setActiveChat(
+        { commit: localCommit, dispatch: localDispatch },
+        { data }
+      );
+
+      // The action must NOT set dataFetched on the data object directly
+      expect(data.dataFetched).toBeUndefined();
+
+      // Instead it commits a mutation that finds the conversation by ID in the store
+      expect(localCommit).toHaveBeenCalledWith(types.SET_CHAT_DATA_FETCHED, 42);
+    });
+  });
+
   describe('#getInboxCaptainAssistantById', () => {
     it('fetches inbox assistant by id', async () => {
       axios.get.mockResolvedValue({
diff --git a/app/javascript/dashboard/store/modules/specs/conversations/mutations.spec.js b/app/javascript/dashboard/store/modules/specs/conversations/mutations.spec.js
index e9e78a25c..01abf05f7 100644
--- a/app/javascript/dashboard/store/modules/specs/conversations/mutations.spec.js
+++ b/app/javascript/dashboard/store/modules/specs/conversations/mutations.spec.js
@@ -570,25 +570,84 @@ describe('#mutations', () => {
     });
   });
 
-  describe('#SET_ALL_MESSAGES_LOADED', () => {
-    it('should set allMessagesLoaded to true on selected chat', () => {
+  describe('#SET_CHAT_DATA_FETCHED', () => {
+    it('should set dataFetched to true on the conversation by ID', () => {
       const state = {
-        allConversations: [{ id: 1, allMessagesLoaded: false }],
+        allConversations: [{ id: 1 }, { id: 2 }],
+      };
+      mutations[types.SET_CHAT_DATA_FETCHED](state, 1);
+      expect(state.allConversations[0].dataFetched).toBe(true);
+      expect(state.allConversations[1].dataFetched).toBeUndefined();
+    });
+
+    it('should do nothing if conversation is not found', () => {
+      const state = { allConversations: [{ id: 1 }] };
+      mutations[types.SET_CHAT_DATA_FETCHED](state, 999);
+      expect(state.allConversations[0].dataFetched).toBeUndefined();
+    });
+
+    it('should survive the race: SET_ALL_CONVERSATION replaces the object, then SET_CHAT_DATA_FETCHED still works', () => {
+      // 1. Initial state: conversation exists with dataFetched undefined
+      const state = {
+        allConversations: [{ id: 1, messages: [{ id: 'm1' }] }],
         selectedChatId: 1,
       };
-      mutations[types.SET_ALL_MESSAGES_LOADED](state);
+      const originalRef = state.allConversations[0];
+
+      // 2. Simulate SET_ALL_CONVERSATION replacing the object (WebSocket/polling)
+      //    This copies dataFetched from the old object (still undefined)
+      mutations[types.SET_ALL_CONVERSATION](state, [
+        { id: 1, name: 'refreshed', messages: [{ id: 'm2' }] },
+      ]);
+
+      // The store now holds a NEW object, old reference is detached
+      const newRef = state.allConversations[0];
+      expect(newRef).not.toBe(originalRef);
+      expect(newRef.dataFetched).toBeUndefined();
+
+      // 3. SET_CHAT_DATA_FETCHED finds by ID — works on the current store object
+      mutations[types.SET_CHAT_DATA_FETCHED](state, 1);
+      expect(state.allConversations[0].dataFetched).toBe(true);
+
+      // Old detached reference is unaffected
+      expect(originalRef.dataFetched).toBeUndefined();
+    });
+  });
+
+  describe('#SET_ALL_MESSAGES_LOADED', () => {
+    it('should set allMessagesLoaded to true on the conversation by ID', () => {
+      const state = {
+        allConversations: [{ id: 1, allMessagesLoaded: false }, { id: 2 }],
+      };
+      mutations[types.SET_ALL_MESSAGES_LOADED](state, 1);
       expect(state.allConversations[0].allMessagesLoaded).toBe(true);
+      expect(state.allConversations[1].allMessagesLoaded).toBeUndefined();
+    });
+
+    it('should do nothing if conversation is not found', () => {
+      const state = { allConversations: [{ id: 1 }] };
+      mutations[types.SET_ALL_MESSAGES_LOADED](state, 999);
+      expect(state.allConversations[0].allMessagesLoaded).toBeUndefined();
     });
   });
 
   describe('#CLEAR_ALL_MESSAGES_LOADED', () => {
-    it('should set allMessagesLoaded to false on selected chat', () => {
+    it('should set allMessagesLoaded to false on the conversation by ID', () => {
       const state = {
-        allConversations: [{ id: 1, allMessagesLoaded: true }],
-        selectedChatId: 1,
+        allConversations: [
+          { id: 1, allMessagesLoaded: true },
+          { id: 2, allMessagesLoaded: true },
+        ],
       };
-      mutations[types.CLEAR_ALL_MESSAGES_LOADED](state);
+      mutations[types.CLEAR_ALL_MESSAGES_LOADED](state, 1);
       expect(state.allConversations[0].allMessagesLoaded).toBe(false);
+      expect(state.allConversations[1].allMessagesLoaded).toBe(true);
+    });
+
+    it('should do nothing if conversation is not found', () => {
+      const state = { allConversations: [{ id: 1, allMessagesLoaded: true }] };
+      mutations[types.CLEAR_ALL_MESSAGES_LOADED](state, 999);
+      expect(state.allConversations[0].allMessagesLoaded).toBe(true);
     });
   });
 
@@ -640,15 +699,22 @@ describe('#mutations', () => {
   });
 
   describe('#ASSIGN_AGENT', () => {
-    it('should assign agent to selected conversation', () => {
+    it('should assign agent to the correct conversation by ID', () => {
       const assignee = { id: 1, name: 'Agent' };
       const state = {
-        allConversations: [{ id: 1, meta: {} }],
-        selectedChatId: 1,
+        allConversations: [
+          { id: 1, meta: {} },
+          { id: 2, meta: {} },
+        ],
+        selectedChatId: 2,
       };
 
-      mutations[types.ASSIGN_AGENT](state, assignee);
+      mutations[types.ASSIGN_AGENT](state, {
+        conversationId: 1,
+        assignee,
+      });
       expect(state.allConversations[0].meta.assignee).toEqual(assignee);
+      expect(state.allConversations[1].meta.assignee).toBeUndefined();
     });
   });
 
@@ -797,6 +863,34 @@ describe('#mutations', () => {
       mutations[types.UPDATE_CONVERSATION](state, conversation);
       expect(state.allConversations[0].status).toEqual('resolved');
     });
+
+    it('should preserve dataFetched and allMessagesLoaded during update', () => {
+      const state = {
+        allConversations: [
+          {
+            id: 1,
+            status: 'open',
+            updated_at: 100,
+            messages: [{ id: 'msg1' }],
+            dataFetched: true,
+            allMessagesLoaded: true,
+          },
+        ],
+      };
+
+      const conversation = {
+        id: 1,
+        status: 'resolved',
+        updated_at: 200,
+        messages: [{ id: 'msg2' }],
+      };
+
+      mutations[types.UPDATE_CONVERSATION](state, conversation);
+      expect(state.allConversations[0].status).toEqual('resolved');
+      expect(state.allConversations[0].dataFetched).toBe(true);
+      expect(state.allConversations[0].allMessagesLoaded).toBe(true);
+      expect(state.allConversations[0].messages).toEqual([{ id: 'msg1' }]);
+    });
   });
 
   describe('#UPDATE_CONVERSATION_CONTACT', () => {
diff --git a/app/javascript/dashboard/store/modules/specs/summaryReports.spec.js b/app/javascript/dashboard/store/modules/specs/summaryReports.spec.js
index c1a199856..c04d4e754 100644
--- a/app/javascript/dashboard/store/modules/specs/summaryReports.spec.js
+++ b/app/javascript/dashboard/store/modules/specs/summaryReports.spec.js
@@ -141,12 +141,14 @@ describe('Summary Reports Store', () => {
         });
       });
 
-      it('should handle errors gracefully', async () => {
+      it('should reset uiFlags and rethrow error on failure', async () => {
         SummaryReportsAPI.getInboxReports.mockRejectedValue(
           new Error('API Error')
         );
 
-        await store.actions.fetchInboxSummaryReports({ commit }, {});
+        await expect(
+          store.actions.fetchInboxSummaryReports({ commit }, {})
+        ).rejects.toThrow('API Error');
 
         expect(commit).toHaveBeenCalledWith('setUIFlags', {
           isFetchingInboxSummaryReports: false,
diff --git a/app/javascript/dashboard/store/modules/summaryReports.js b/app/javascript/dashboard/store/modules/summaryReports.js
index d95c0df30..62813285a 100644
--- a/app/javascript/dashboard/store/modules/summaryReports.js
+++ b/app/javascript/dashboard/store/modules/summaryReports.js
@@ -28,15 +28,17 @@ async function fetchSummaryReports(type, params, { commit }) {
   const config = typeMap[type];
   if (!config) return;
 
+  let error = null;
   try {
     commit('setUIFlags', { [config.flagKey]: true });
     const response = await SummaryReportsAPI[config.apiMethod](params);
     commit(config.mutationKey, camelcaseKeys(response.data, { deep: true }));
-  } catch (error) {
-    // Ignore error
+  } catch (e) {
+    error = e;
   } finally {
     commit('setUIFlags', { [config.flagKey]: false });
   }
+  if (error) throw error;
 }
 
 export const initialState = {
diff --git a/app/javascript/dashboard/store/mutation-types.js b/app/javascript/dashboard/store/mutation-types.js
index 1ecafc493..989e08916 100644
--- a/app/javascript/dashboard/store/mutation-types.js
+++ b/app/javascript/dashboard/store/mutation-types.js
@@ -64,6 +64,7 @@ export default {
 
   SET_CONTEXT_MENU_CHAT_ID: 'SET_CONTEXT_MENU_CHAT_ID',
 
+  SET_CHAT_DATA_FETCHED: 'SET_CHAT_DATA_FETCHED',
   SET_CHAT_LIST_FILTERS: 'SET_CHAT_LIST_FILTERS',
   UPDATE_CHAT_LIST_FILTERS: 'UPDATE_CHAT_LIST_FILTERS',
 
diff --git a/app/jobs/avatar/avatar_from_url_job.rb b/app/jobs/avatar/avatar_from_url_job.rb
index 0ab7ebea8..929e76597 100644
--- a/app/jobs/avatar/avatar_from_url_job.rb
+++ b/app/jobs/avatar/avatar_from_url_job.rb
@@ -27,7 +27,9 @@ class Avatar::AvatarFromUrlJob < ApplicationJob
       content_type: avatar_file.content_type
     )
 
-  rescue Down::NotFound, Down::Error => e
+  rescue Down::NotFound
+    Rails.logger.info "AvatarFromUrlJob: avatar not found at #{avatar_url}"
+  rescue Down::Error => e
     Rails.logger.error "AvatarFromUrlJob error for #{avatar_url}: #{e.class} - #{e.message}"
   ensure
     update_avatar_sync_attributes(avatarable, avatar_url)
diff --git a/app/jobs/inboxes/fetch_imap_emails_job.rb b/app/jobs/inboxes/fetch_imap_emails_job.rb
index 23bc1c868..ec5717f3b 100644
--- a/app/jobs/inboxes/fetch_imap_emails_job.rb
+++ b/app/jobs/inboxes/fetch_imap_emails_job.rb
@@ -13,7 +13,8 @@ class Inboxes::FetchImapEmailsJob < MutexApplicationJob
     end
   rescue *ExceptionList::IMAP_EXCEPTIONS => e
     Rails.logger.error "Authorization error for email channel - #{channel.inbox.id} : #{e.message}"
-  rescue EOFError, OpenSSL::SSL::SSLError, Net::IMAP::NoResponseError, Net::IMAP::BadResponseError, Net::IMAP::InvalidResponseError => e
+  rescue EOFError, OpenSSL::SSL::SSLError, Net::IMAP::NoResponseError, Net::IMAP::BadResponseError, Net::IMAP::InvalidResponseError,
+         Net::IMAP::ResponseParseError, Net::IMAP::ResponseReadError, Net::IMAP::ResponseTooLargeError => e
     Rails.logger.error "Error for email channel - #{channel.inbox.id} : #{e.message}"
   rescue LockAcquisitionError
     Rails.logger.error "Lock failed for #{channel.inbox.id}"
diff --git a/app/models/account.rb b/app/models/account.rb
index fead5f0f7..4816494fb 100644
--- a/app/models/account.rb
+++ b/app/models/account.rb
@@ -40,6 +40,7 @@ class Account < ApplicationRecord
         'auto_resolve_ignore_waiting': { 'type': %w[boolean null] },
         'audio_transcriptions': { 'type': %w[boolean null] },
         'auto_resolve_label': { 'type': %w[string null] },
+        'keep_pending_on_bot_failure': { 'type': %w[boolean null] },
         'conversation_required_attributes': {
           'type': %w[array null],
           'items': { 'type': 'string' }
@@ -88,6 +89,7 @@ class Account < ApplicationRecord
 
   store_accessor :settings, :audio_transcriptions, :auto_resolve_label
   store_accessor :settings, :captain_models, :captain_features
+  store_accessor :settings, :keep_pending_on_bot_failure
 
   has_many :account_users, dependent: :destroy_async
   has_many :agent_bot_inboxes, dependent: :destroy_async
diff --git a/app/models/concerns/account_email_rate_limitable.rb b/app/models/concerns/account_email_rate_limitable.rb
index e967408fc..806906fe0 100644
--- a/app/models/concerns/account_email_rate_limitable.rb
+++ b/app/models/concerns/account_email_rate_limitable.rb
@@ -12,6 +12,10 @@ module AccountEmailRateLimitable
     Redis::Alfred.get(email_count_cache_key).to_i
   end
 
+  def email_transcript_enabled?
+    true
+  end
+
   def within_email_rate_limit?
     return true if emails_sent_today < email_rate_limit
 
diff --git a/app/models/concerns/auto_assignment_handler.rb b/app/models/concerns/auto_assignment_handler.rb
index a1198200a..dca154842 100644
--- a/app/models/concerns/auto_assignment_handler.rb
+++ b/app/models/concerns/auto_assignment_handler.rb
@@ -19,10 +19,18 @@ module AutoAssignmentHandler
       AutoAssignment::AssignmentJob.perform_later(inbox_id: inbox.id)
     else
       # Use legacy assignment system
-      AutoAssignment::AgentAssignmentService.new(conversation: self, allowed_agent_ids: inbox.member_ids_with_assignment_capacity).perform
+      # If conversation has a team, only consider team members for assignment
+      allowed_agent_ids = team_id.present? ? team_member_ids_with_capacity : inbox.member_ids_with_assignment_capacity
+      AutoAssignment::AgentAssignmentService.new(conversation: self, allowed_agent_ids: allowed_agent_ids).perform
     end
   end
 
+  def team_member_ids_with_capacity
+    return [] if team.blank? || team.allow_auto_assign.blank?
+
+    inbox.member_ids_with_assignment_capacity & team.members.ids
+  end
+
   def should_run_auto_assignment?
     return false unless inbox.enable_auto_assignment?
 
diff --git a/app/presenters/mail_presenter.rb b/app/presenters/mail_presenter.rb
index 08e370cd8..62cb0ed9a 100644
--- a/app/presenters/mail_presenter.rb
+++ b/app/presenters/mail_presenter.rb
@@ -130,11 +130,15 @@ class MailPresenter < SimpleDelegator
   end
 
   def sender_name
-    Mail::Address.new((@mail[:reply_to] || @mail[:from]).value).name
+    parse_mail_address((@mail[:reply_to] || @mail[:from]).value)&.name
   end
 
   def original_sender
-    from_email_address(@mail[:reply_to].try(:value)) || @mail['X-Original-Sender'].try(:value) || from_email_address(from.first)
+    [
+      @mail[:reply_to]&.value,
+      @mail['X-Original-Sender']&.value,
+      @mail[:from]&.value
+    ].filter_map { |email| parse_mail_address(email)&.address }.first
   end
 
   def headers_data
@@ -147,10 +151,6 @@ class MailPresenter < SimpleDelegator
     headers.presence
   end
 
-  def from_email_address(email)
-    Mail::Address.new(email).address
-  end
-
   def email_forwarded_for
     @mail['X-Forwarded-For'].try(:value)
   end
@@ -175,11 +175,20 @@ class MailPresenter < SimpleDelegator
 
   def notification_email_from_chatwoot?
     # notification emails are send via mailer sender email address. so it should match
-    original_sender == Mail::Address.new(ENV.fetch('MAILER_SENDER_EMAIL', 'Chatwoot <accounts@chatwoot.com>')).address
+    configured_sender = Mail::Address.new(ENV.fetch('MAILER_SENDER_EMAIL', 'Chatwoot <accounts@chatwoot.com>')).address
+    original_sender.to_s.casecmp?(configured_sender)
   end
 
   private
 
+  def parse_mail_address(email)
+    return if email.blank?
+
+    Mail::Address.new(email)
+  rescue Mail::Field::ParseError, Mail::Field::IncompleteParseError
+    nil
+  end
+
   def auto_submitted?
     @mail['Auto-Submitted'].present? && @mail['Auto-Submitted'].value != 'no'
   end
diff --git a/app/services/account_deletion_service.rb b/app/services/account_deletion_service.rb
index 62bce601b..ab9555efb 100644
--- a/app/services/account_deletion_service.rb
+++ b/app/services/account_deletion_service.rb
@@ -1,4 +1,6 @@
 class AccountDeletionService
+  SOFT_DELETE_EMAIL_DOMAIN = '@chatwoot-deleted.invalid'.freeze
+
   attr_reader :account, :soft_deleted_users
 
   def initialize(account:)
@@ -25,15 +27,11 @@ class AccountDeletionService
 
   def soft_delete_orphaned_users
     account.users.each do |user|
-      # Find all account_users for this user excluding the current account
-      other_accounts = user.account_users.where.not(account_id: account.id).count
+      # Skip users who are still associated with another account.
+      next if user.account_users.where.not(account_id: account.id).exists?
 
-      # If user has no other accounts, soft delete them
-      next unless other_accounts.zero?
-
-      # Soft delete user by appending -deleted.com to email
       original_email = user.email
-      user.email = "#{original_email}-deleted.com"
+      user.email = soft_deleted_email_for(user)
       user.skip_reconfirmation!
       user.save!
 
@@ -47,4 +45,8 @@ class AccountDeletionService
       Rails.logger.info("Soft deleted user #{user.id} with email #{original_email}")
     end
   end
+
+  def soft_deleted_email_for(user)
+    "#{user.id}#{SOFT_DELETE_EMAIL_DOMAIN}"
+  end
 end
diff --git a/app/services/action_service.rb b/app/services/action_service.rb
index 80caac392..f6972cd35 100644
--- a/app/services/action_service.rb
+++ b/app/services/action_service.rb
@@ -75,11 +75,16 @@ class ActionService
   end
 
   def send_email_transcript(emails)
+    return unless @account.email_transcript_enabled?
+
     emails = emails[0].gsub(/\s+/, '').split(',')
 
     emails.each do |email|
+      break unless @account.within_email_rate_limit?
+
       email = parse_email_variables(@conversation, email)
       ConversationReplyMailer.with(account: @conversation.account).conversation_transcript(@conversation, email)&.deliver_later
+      @account.increment_email_sent_count
     end
   end
 
diff --git a/app/services/auto_assignment/assignment_service.rb b/app/services/auto_assignment/assignment_service.rb
index 59e7b5a7b..89eff9d1c 100644
--- a/app/services/auto_assignment/assignment_service.rb
+++ b/app/services/auto_assignment/assignment_service.rb
@@ -3,6 +3,7 @@ class AutoAssignment::AssignmentService
 
   def perform_bulk_assignment(limit: 100)
     return 0 unless inbox.auto_assignment_v2_enabled?
+    return 0 unless inbox.enable_auto_assignment?
 
     assigned_count = 0
 
@@ -18,7 +19,7 @@ class AutoAssignment::AssignmentService
   def perform_for_conversation(conversation)
     return false unless assignable?(conversation)
 
-    agent = find_available_agent
+    agent = find_available_agent(conversation)
     return false unless agent
 
     assign_conversation(conversation, agent)
@@ -32,7 +33,9 @@ class AutoAssignment::AssignmentService
   def unassigned_conversations(limit)
     scope = inbox.conversations.unassigned.open
 
-    scope = if assignment_config['conversation_priority'].to_s == 'longest_waiting'
+    # Apply conversation priority using assignment policy if available
+    policy = inbox.assignment_policy
+    scope = if policy&.longest_waiting?
               scope.reorder(last_activity_at: :asc, created_at: :asc)
             else
               scope.reorder(created_at: :asc)
@@ -41,13 +44,26 @@ class AutoAssignment::AssignmentService
     scope.limit(limit)
   end
 
-  def find_available_agent
-    agents = filter_agents_by_rate_limit(inbox.available_agents)
+  def find_available_agent(conversation = nil)
+    agents = filter_agents_by_team(inbox.available_agents, conversation)
+    return nil if agents.nil?
+
+    agents = filter_agents_by_rate_limit(agents)
     return nil if agents.empty?
 
     round_robin_selector.select_agent(agents)
   end
 
+  def filter_agents_by_team(agents, conversation)
+    return agents if conversation&.team_id.blank?
+
+    team = conversation.team
+    return nil if team.blank? || team.allow_auto_assign.blank?
+
+    team_member_ids = team.members.ids
+    agents.where(user_id: team_member_ids)
+  end
+
   def filter_agents_by_rate_limit(agents)
     agents.select do |agent_member|
       rate_limiter = build_rate_limiter(agent_member.user)
@@ -81,10 +97,6 @@ class AutoAssignment::AssignmentService
   def round_robin_selector
     @round_robin_selector ||= AutoAssignment::RoundRobinSelector.new(inbox: inbox)
   end
-
-  def assignment_config
-    @assignment_config ||= inbox.auto_assignment_config || {}
-  end
 end
 
 AutoAssignment::AssignmentService.prepend_mod_with('AutoAssignment::AssignmentService')
diff --git a/app/services/auto_assignment/rate_limiter.rb b/app/services/auto_assignment/rate_limiter.rb
index d22f1f9b7..da8daac9c 100644
--- a/app/services/auto_assignment/rate_limiter.rb
+++ b/app/services/auto_assignment/rate_limiter.rb
@@ -8,8 +8,6 @@ class AutoAssignment::RateLimiter
   end
 
   def track_assignment(conversation)
-    return unless enabled?
-
     assignment_key = build_assignment_key(conversation.id)
     Redis::Alfred.set(assignment_key, conversation.id.to_s, ex: window)
   end
@@ -24,11 +22,11 @@ class AutoAssignment::RateLimiter
   private
 
   def enabled?
-    limit.present? && limit.positive?
+    config.present? && limit.positive?
   end
 
   def limit
-    config&.fair_distribution_limit&.to_i || Math
+    config&.fair_distribution_limit.present? ? config.fair_distribution_limit.to_i : Float::INFINITY
   end
 
   def window
diff --git a/app/services/automation_rules/action_service.rb b/app/services/automation_rules/action_service.rb
index e409faba2..01833ba57 100644
--- a/app/services/automation_rules/action_service.rb
+++ b/app/services/automation_rules/action_service.rb
@@ -58,7 +58,10 @@ class AutomationRules::ActionService < ActionService
     teams = Team.where(id: params[0][:team_ids])
 
     teams.each do |team|
+      break unless @account.within_email_rate_limit?
+
       TeamNotifications::AutomationNotificationMailer.conversation_creation(@conversation, team, params[0][:message])&.deliver_now
+      @account.increment_email_sent_count
     end
   end
 end
diff --git a/app/services/message_templates/hook_execution_service.rb b/app/services/message_templates/hook_execution_service.rb
index 6205c8f3c..93f0447f3 100644
--- a/app/services/message_templates/hook_execution_service.rb
+++ b/app/services/message_templates/hook_execution_service.rb
@@ -2,7 +2,6 @@ class MessageTemplates::HookExecutionService
   pattr_initialize [:message!]
 
   def perform
-    return if conversation.campaign.present?
     return if conversation.last_incoming_message.blank?
     return if message.auto_reply_email?
 
@@ -21,6 +20,7 @@ class MessageTemplates::HookExecutionService
   end
 
   def should_send_out_of_office_message?
+    return false if conversation.campaign.present?
     # should not send if its a tweet message
     return false if conversation.tweet?
     # should not send for outbound messages
@@ -37,6 +37,7 @@ class MessageTemplates::HookExecutionService
   end
 
   def should_send_greeting?
+    return false if conversation.campaign.present?
     # should not send if its a tweet message
     return false if conversation.tweet?
 
@@ -49,6 +50,8 @@ class MessageTemplates::HookExecutionService
 
   # TODO: we should be able to reduce this logic once we have a toggle for email collect messages
   def should_send_email_collect?
+    return false if conversation.campaign.present?
+
     !contact_has_email? && inbox.web_widget? && !email_collect_was_sent?
   end
 
diff --git a/app/services/telegram/send_attachments_service.rb b/app/services/telegram/send_attachments_service.rb
index 5ba8fd4ae..7b66efd83 100644
--- a/app/services/telegram/send_attachments_service.rb
+++ b/app/services/telegram/send_attachments_service.rb
@@ -1,3 +1,5 @@
+require 'faraday/multipart'
+
 # Telegram Attachment APIs: ref: https://core.telegram.org/bots/api#inputfile
 
 # Media attachments like photos, videos can be clubbed together and sent as a media group
@@ -111,17 +113,33 @@ class Telegram::SendAttachmentsService
 
   def send_file(chat_id, file_path, reply_to_message_id)
     File.open(file_path, 'rb') do |file|
-      HTTParty.post("#{channel.telegram_api_url}/sendDocument",
-                    body: {
-                      chat_id: chat_id,
-                      **business_connection_body,
-                      document: file,
-                      reply_to_message_id: reply_to_message_id
-                    },
-                    multipart: true)
+      file_name = File.basename(file_path)
+      mime_type = Marcel::MimeType.for(name: file_name) || 'application/octet-stream'
+
+      payload = { chat_id: chat_id, document: Faraday::Multipart::FilePart.new(file, mime_type, file_name) }
+      payload[:reply_to_message_id] = reply_to_message_id if reply_to_message_id
+      payload.merge!(business_connection_body)
+
+      response = multipart_post_connection.post("#{channel.telegram_api_url}/sendDocument", payload)
+      parse_faraday_response(response)
     end
   end
 
+  def multipart_post_connection
+    @multipart_post_connection ||= Faraday.new do |f|
+      f.request :multipart
+      f.options.timeout = 300
+      f.options.open_timeout = 60
+    end
+  end
+
+  def parse_faraday_response(response)
+    parsed = JSON.parse(response.body)
+    OpenStruct.new(success?: response.success?, parsed_response: parsed)
+  rescue JSON::ParserError
+    OpenStruct.new(success?: false, parsed_response: { 'ok' => false, 'error_code' => response.status, 'description' => response.reason_phrase })
+  end
+
   def handle_response(response)
     return true if response.success?
 
diff --git a/app/services/twilio/delivery_status_service.rb b/app/services/twilio/delivery_status_service.rb
index bf8422fcd..bed390aa5 100644
--- a/app/services/twilio/delivery_status_service.rb
+++ b/app/services/twilio/delivery_status_service.rb
@@ -47,8 +47,10 @@ class Twilio::DeliveryStatusService
     @twilio_channel ||= if params[:MessagingServiceSid].present?
                           ::Channel::TwilioSms.find_by(messaging_service_sid: params[:MessagingServiceSid])
                         elsif params[:AccountSid].present? && params[:From].present?
-                          ::Channel::TwilioSms.find_by!(account_sid: params[:AccountSid], phone_number: params[:From])
+                          ::Channel::TwilioSms.find_by(account_sid: params[:AccountSid], phone_number: params[:From])
                         end
+    log_channel_not_found if @twilio_channel.blank?
+    @twilio_channel
   end
 
   def message
@@ -56,4 +58,14 @@ class Twilio::DeliveryStatusService
 
     @message ||= twilio_channel.inbox.messages.find_by(source_id: params[:MessageSid])
   end
+
+  def log_channel_not_found
+    Rails.logger.warn(
+      '[TWILIO] Delivery status channel lookup failed ' \
+      "account_sid=#{params[:AccountSid]} " \
+      "from=#{params[:From]} " \
+      "messaging_service_sid=#{params[:MessagingServiceSid]} " \
+      "message_sid=#{params[:MessageSid]}"
+    )
+  end
 end
diff --git a/app/services/twilio/incoming_message_service.rb b/app/services/twilio/incoming_message_service.rb
index 5d695ebb2..d67b6d515 100644
--- a/app/services/twilio/incoming_message_service.rb
+++ b/app/services/twilio/incoming_message_service.rb
@@ -26,12 +26,23 @@ class Twilio::IncomingMessageService
   def twilio_channel
     @twilio_channel ||= ::Channel::TwilioSms.find_by(messaging_service_sid: params[:MessagingServiceSid]) if params[:MessagingServiceSid].present?
     if params[:AccountSid].present? && params[:To].present?
-      @twilio_channel ||= ::Channel::TwilioSms.find_by!(account_sid: params[:AccountSid],
-                                                        phone_number: params[:To])
+      @twilio_channel ||= ::Channel::TwilioSms.find_by(account_sid: params[:AccountSid],
+                                                       phone_number: params[:To])
     end
+    log_channel_not_found if @twilio_channel.blank?
     @twilio_channel
   end
 
+  def log_channel_not_found
+    Rails.logger.warn(
+      '[TWILIO] Incoming message channel lookup failed ' \
+      "account_sid=#{params[:AccountSid]} " \
+      "to=#{params[:To]} " \
+      "messaging_service_sid=#{params[:MessagingServiceSid]} " \
+      "sms_sid=#{params[:SmsSid]}"
+    )
+  end
+
   def inbox
     @inbox ||= twilio_channel.inbox
   end
diff --git a/app/services/whatsapp/incoming_message_base_service.rb b/app/services/whatsapp/incoming_message_base_service.rb
index 40258e24e..a8ad176b6 100644
--- a/app/services/whatsapp/incoming_message_base_service.rb
+++ b/app/services/whatsapp/incoming_message_base_service.rb
@@ -28,19 +28,19 @@ class Whatsapp::IncomingMessageBaseService
     # if the webhook event is a reaction or an ephermal message or an unsupported message.
     return if unprocessable_message_type?(message_type)
 
-    # Multiple webhook event can be received against the same message due to misconfigurations in the Meta
-    # business manager account. While we have not found the core reason yet, the following line ensure that
-    # there are no duplicate messages created.
-    return if find_message_by_source_id(messages_data.first[:id]) || message_under_process?
+    # Multiple webhook events can be received for the same message due to
+    # misconfigurations in the Meta business manager account.
+    # We use an atomic Redis SET NX to prevent concurrent workers from both
+    # processing the same message simultaneously.
+    return if find_message_by_source_id(messages_data.first[:id])
+    return unless lock_message_source_id!
 
-    cache_message_source_id_in_redis
     set_contact
     return unless @contact
 
     ActiveRecord::Base.transaction do
       set_conversation
       create_messages
-      clear_message_source_id_from_redis
     end
   end
 
@@ -175,6 +175,9 @@ class Whatsapp::IncomingMessageBaseService
   end
 
   def create_message(message, source_id: nil)
+    content_attrs = outgoing_echo ? { external_echo: true } : {}
+    content_attrs[:in_reply_to_external_id] = @in_reply_to_external_id if @in_reply_to_external_id.present?
+
     @message = @conversation.messages.build(
       content: message_content(message),
       account_id: @inbox.account_id,
@@ -184,8 +187,7 @@ class Whatsapp::IncomingMessageBaseService
       status: outgoing_echo ? :delivered : :sent,
       sender: outgoing_echo ? nil : @contact,
       source_id: (source_id || message[:id]).to_s,
-      content_attributes: outgoing_echo ? { external_echo: true } : {},
-      in_reply_to_external_id: @in_reply_to_external_id
+      content_attributes: content_attrs
     )
   end
 
diff --git a/app/services/whatsapp/incoming_message_service_helpers.rb b/app/services/whatsapp/incoming_message_service_helpers.rb
index c803d61bd..bac6f6222 100644
--- a/app/services/whatsapp/incoming_message_service_helpers.rb
+++ b/app/services/whatsapp/incoming_message_service_helpers.rb
@@ -69,20 +69,9 @@ module Whatsapp::IncomingMessageServiceHelpers
     @message = Message.find_by(source_id: source_id)
   end
 
-  def message_under_process?
-    key = format(Redis::RedisKeys::MESSAGE_SOURCE_KEY, id: messages_data.first[:id])
-    Redis::Alfred.get(key)
-  end
+  def lock_message_source_id!
+    return false if messages_data.blank?
 
-  def cache_message_source_id_in_redis
-    return if messages_data.blank?
-
-    key = format(Redis::RedisKeys::MESSAGE_SOURCE_KEY, id: messages_data.first[:id])
-    ::Redis::Alfred.setex(key, true)
-  end
-
-  def clear_message_source_id_from_redis
-    key = format(Redis::RedisKeys::MESSAGE_SOURCE_KEY, id: messages_data.first[:id])
-    ::Redis::Alfred.delete(key)
+    Whatsapp::MessageDedupLock.new(messages_data.first[:id]).acquire!
   end
 end
diff --git a/app/services/whatsapp/message_dedup_lock.rb b/app/services/whatsapp/message_dedup_lock.rb
new file mode 100644
index 000000000..4a863a4a4
--- /dev/null
+++ b/app/services/whatsapp/message_dedup_lock.rb
@@ -0,0 +1,19 @@
+# Atomic dedup lock for WhatsApp incoming messages.
+#
+# Meta can deliver the same webhook event multiple times. This lock uses
+# Redis SET NX EX to ensure only one worker processes a given source_id.
+class Whatsapp::MessageDedupLock
+  KEY_PREFIX = Redis::RedisKeys::MESSAGE_SOURCE_KEY
+  DEFAULT_TTL = 1.day.to_i
+
+  def initialize(source_id, ttl: DEFAULT_TTL)
+    @key = format(KEY_PREFIX, id: source_id)
+    @ttl = ttl
+  end
+
+  # Returns true when the lock is acquired (caller should proceed).
+  # Returns false when another worker already holds the lock.
+  def acquire!
+    ::Redis::Alfred.set(@key, true, nx: true, ex: @ttl)
+  end
+end
diff --git a/config/app.yml b/config/app.yml
index c81f2102f..9f7a3980c 100644
--- a/config/app.yml
+++ b/config/app.yml
@@ -1,5 +1,5 @@
 shared: &shared
-  version: '4.10.1'
+  version: '4.11.0'
 
 development:
   <<: *shared
diff --git a/config/features.yml b/config/features.yml
index 14f2ff33b..9b81fdf65 100644
--- a/config/features.yml
+++ b/config/features.yml
@@ -241,6 +241,10 @@
   display_name: Required Conversation Attributes
   enabled: false
   premium: true
+- name: advanced_assignment
+  display_name: Advanced Assignment
+  enabled: false
+  premium: true
 - name: counter_cache_optimization
   display_name: Counter Cache Optimization
   enabled: false
diff --git a/config/locales/en.yml b/config/locales/en.yml
index f8d5b119e..07d9b0e2f 100644
--- a/config/locales/en.yml
+++ b/config/locales/en.yml
@@ -41,8 +41,7 @@ en:
       invalid_email: 'Please enter a valid email address'
       authentication_failed: 'Authentication failed. Please check your credentials and try again.'
   messages:
-    reset_password_success: Woot! Request for password reset is successful. Check your mail for instructions.
-    reset_password_failure: Uh ho! We could not find any user with the specified email.
+    reset_password: Request for password reset is successful. A email with instructions will be sent to your email if it exists.
     reset_password_saml_user: This account uses SAML authentication. Password reset is not available. Please contact your administrator.
     login_saml_user: This account uses SAML authentication. Please sign in through your organization's SAML provider.
     saml_not_available: SAML authentication is not available in this installation.
diff --git a/config/routes.rb b/config/routes.rb
index 79e5edd23..38c93b91e 100644
--- a/config/routes.rb
+++ b/config/routes.rb
@@ -446,6 +446,7 @@ Rails.application.routes.draw do
               get :bot_metrics
               get :inbox_label_matrix
               get :first_response_time_distribution
+              get :outgoing_messages_count
             end
           end
           resource :year_in_review, only: [:show]
@@ -563,6 +564,7 @@ Rails.application.routes.draw do
   get 'webhooks/instagram', to: 'webhooks/instagram#verify'
   post 'webhooks/instagram', to: 'webhooks/instagram#events'
   post 'webhooks/tiktok', to: 'webhooks/tiktok#events'
+  post 'webhooks/shopify', to: 'webhooks/shopify#events'
 
   namespace :twitter do
     resource :callback, only: [:show]
diff --git a/config/schedule.yml b/config/schedule.yml
index 96e4cfc4f..4a264e587 100644
--- a/config/schedule.yml
+++ b/config/schedule.yml
@@ -33,12 +33,13 @@ remove_stale_redis_keys_job.rb:
   class: 'Internal::RemoveStaleRedisKeysJob'
   queue: scheduled_jobs
 
-#executed daily at 0430 UTC
-# which will be IST 10:00 AM
-process_stale_contacts_job:
-  cron: '30 04 * * *'
-  class: 'Internal::ProcessStaleContactsJob'
-  queue: housekeeping
+# DISABLED: investigating if this job is the source of orphan conversations
+# #executed daily at 0430 UTC
+# # which will be IST 10:00 AM
+# process_stale_contacts_job:
+#   cron: '30 04 * * *'
+#   class: 'Internal::ProcessStaleContactsJob'
+#   queue: housekeeping
 
 # executed daily at 0100 UTC
 # to delete accounts marked for deletion
diff --git a/enterprise/app/fields/account_limits_field.rb b/enterprise/app/fields/account_limits_field.rb
index 2a46426b7..97c5b97fd 100644
--- a/enterprise/app/fields/account_limits_field.rb
+++ b/enterprise/app/fields/account_limits_field.rb
@@ -2,6 +2,9 @@ require 'administrate/field/base'
 
 class AccountLimitsField < Administrate::Field::Base
   def to_s
-    data.present? ? data.to_json : { agents: nil, inboxes: nil, captain_responses: nil, captain_documents: nil, emails: nil }.to_json
+    defaults = { agents: nil, inboxes: nil, captain_responses: nil, captain_documents: nil, emails: nil }
+    overrides = (data.presence || {}).to_h.symbolize_keys.compact
+
+    defaults.merge(overrides).to_json
   end
 end
diff --git a/enterprise/app/helpers/captain/chat_response_helper.rb b/enterprise/app/helpers/captain/chat_response_helper.rb
index e0323996f..bfb8adc11 100644
--- a/enterprise/app/helpers/captain/chat_response_helper.rb
+++ b/enterprise/app/helpers/captain/chat_response_helper.rb
@@ -1,10 +1,13 @@
 module Captain::ChatResponseHelper
+  include Integrations::LlmInstrumentationConstants
+
   private
 
   def build_response(response)
     Rails.logger.debug { "#{self.class.name} Assistant: #{@assistant.id}, Received response #{response}" }
 
     parsed = parse_json_response(response.content)
+    apply_credit_usage_metadata(parsed)
 
     persist_message(parsed, 'assistant')
     parsed
@@ -19,6 +22,26 @@ module Captain::ChatResponseHelper
     { 'content' => content }
   end
 
+  def apply_credit_usage_metadata(parsed_response)
+    return unless captain_v1_assistant?
+
+    OpenTelemetry::Trace.current_span.set_attribute(
+      format(ATTR_LANGFUSE_METADATA, 'credit_used'),
+      credit_used_for_response?(parsed_response).to_s
+    )
+  rescue StandardError => e
+    Rails.logger.warn "#{self.class.name} Assistant: #{@assistant.id}, Failed to set credit usage metadata: #{e.message}"
+  end
+
+  def credit_used_for_response?(parsed_response)
+    response = parsed_response['response']
+    response.present? && response != 'conversation_handoff'
+  end
+
+  def captain_v1_assistant?
+    feature_name == 'assistant' && !@assistant.account.feature_enabled?('captain_integration_v2')
+  end
+
   def persist_thinking_message(tool_call)
     return if @copilot_thread.blank?
 
diff --git a/enterprise/app/jobs/captain/conversation/response_builder_job.rb b/enterprise/app/jobs/captain/conversation/response_builder_job.rb
index 0f5e82e7f..698ec56e7 100644
--- a/enterprise/app/jobs/captain/conversation/response_builder_job.rb
+++ b/enterprise/app/jobs/captain/conversation/response_builder_job.rb
@@ -13,9 +13,7 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
     if captain_v2_enabled?
       generate_response_with_v2
     else
-      ActiveRecord::Base.transaction do
-        generate_and_process_response
-      end
+      generate_and_process_response
     end
   rescue StandardError => e
     raise e if e.is_a?(ActiveStorage::FileNotFoundError) || e.is_a?(Faraday::BadRequestError)
@@ -44,11 +42,15 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
   end
 
   def process_response
-    return process_action('handoff') if handoff_requested?
-
-    create_messages
-    Rails.logger.info("[CAPTAIN][ResponseBuilderJob] Incrementing response usage for #{account.id}")
-    account.increment_response_usage
+    ActiveRecord::Base.transaction do
+      if handoff_requested?
+        process_action('handoff')
+      else
+        create_messages
+        Rails.logger.info("[CAPTAIN][ResponseBuilderJob] Incrementing response usage for #{account.id}")
+        account.increment_response_usage
+      end
+    end
   end
 
   def collect_previous_messages
@@ -93,6 +95,10 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
   end
 
   def send_out_of_office_message_if_applicable
+    # Campaign conversations should never receive OOO templates — the campaign itself
+    # serves as the initial outreach, and OOO would be confusing in that context.
+    return if @conversation.campaign.present?
+
     ::MessageTemplates::Template::OutOfOffice.perform_if_applicable(@conversation)
   end
 
diff --git a/enterprise/app/jobs/messages/audio_transcription_job.rb b/enterprise/app/jobs/messages/audio_transcription_job.rb
index ce35405c8..5daf1e160 100644
--- a/enterprise/app/jobs/messages/audio_transcription_job.rb
+++ b/enterprise/app/jobs/messages/audio_transcription_job.rb
@@ -1,6 +1,15 @@
 class Messages::AudioTranscriptionJob < ApplicationJob
   queue_as :low
 
+  discard_on Faraday::BadRequestError do |job, error|
+    log_context = {
+      attachment_id: job.arguments.first,
+      job_id: job.job_id,
+      status_code: error.response&.dig(:status)
+    }
+
+    Rails.logger.warn("Discarding audio transcription job due to bad request: #{log_context}")
+  end
   retry_on ActiveStorage::FileNotFoundError, wait: 2.seconds, attempts: 3
 
   def perform(attachment_id)
diff --git a/enterprise/app/models/enterprise/account.rb b/enterprise/app/models/enterprise/account.rb
index 0bf93c98b..92038b298 100644
--- a/enterprise/app/models/enterprise/account.rb
+++ b/enterprise/app/models/enterprise/account.rb
@@ -3,6 +3,12 @@ module Enterprise::Account
   # this is a temporary method since current administrate doesn't support virtual attributes
   def manually_managed_features; end
 
+  # Auto-sync advanced_assignment with assignment_v2 when features are bulk-updated via admin UI
+  def selected_feature_flags=(features)
+    super
+    sync_assignment_features
+  end
+
   def mark_for_deletion(reason = 'manual_deletion')
     reason = reason.to_s == 'manual_deletion' ? 'manual_deletion' : 'inactivity'
 
@@ -31,4 +37,21 @@ module Enterprise::Account
   def saml_enabled?
     saml_settings&.saml_enabled? || false
   end
+
+  private
+
+  def sync_assignment_features
+    if feature_enabled?('assignment_v2')
+      # Enable advanced_assignment for Business/Enterprise plans
+      send('feature_advanced_assignment=', true) if business_or_enterprise_plan?
+    else
+      # Disable advanced_assignment when assignment_v2 is disabled
+      send('feature_advanced_assignment=', false)
+    end
+  end
+
+  def business_or_enterprise_plan?
+    plan_name = custom_attributes['plan_name']
+    %w[Business Enterprise].include?(plan_name)
+  end
 end
diff --git a/enterprise/app/models/enterprise/account/plan_usage_and_limits.rb b/enterprise/app/models/enterprise/account/plan_usage_and_limits.rb
index ee0803469..705097030 100644
--- a/enterprise/app/models/enterprise/account/plan_usage_and_limits.rb
+++ b/enterprise/app/models/enterprise/account/plan_usage_and_limits.rb
@@ -32,6 +32,13 @@ module Enterprise::Account::PlanUsageAndLimits # rubocop:disable Metrics/ModuleL
     save
   end
 
+  def email_transcript_enabled?
+    default_plan = InstallationConfig.find_by(name: 'CHATWOOT_CLOUD_PLANS')&.value&.first
+    return true if default_plan.blank?
+
+    plan_name.present? && plan_name != default_plan['name']
+  end
+
   def email_rate_limit
     account_limit || plan_email_limit || global_limit || default_limit
   end
diff --git a/enterprise/app/services/captain/assistant/agent_runner_service.rb b/enterprise/app/services/captain/assistant/agent_runner_service.rb
index 9c4e56841..c832da93e 100644
--- a/enterprise/app/services/captain/assistant/agent_runner_service.rb
+++ b/enterprise/app/services/captain/assistant/agent_runner_service.rb
@@ -1,6 +1,9 @@
 require 'agents'
+require 'agents/instrumentation'
 
 class Captain::Assistant::AgentRunnerService
+  include Integrations::LlmInstrumentationConstants
+
   CONVERSATION_STATE_ATTRIBUTES = %i[
     id display_id inbox_id contact_id status priority
     label_list custom_attributes additional_attributes
@@ -22,7 +25,9 @@ class Captain::Assistant::AgentRunnerService
     context = build_context(message_history)
     message_to_process = extract_last_user_message(message_history)
     runner = Agents::Runner.with_agents(*agents)
+    runner = add_usage_metadata_callback(runner)
     runner = add_callbacks_to_runner(runner) if @callbacks.any?
+    install_instrumentation(runner)
     result = runner.run(message_to_process, context: context, max_turns: 100)
 
     process_agent_result(result)
@@ -50,6 +55,7 @@ class Captain::Assistant::AgentRunnerService
     end
 
     {
+      session_id: "#{@assistant.account_id}_#{@conversation&.display_id}",
       conversation_history: conversation_history,
       state: build_state
     }
@@ -124,6 +130,31 @@ class Captain::Assistant::AgentRunnerService
     [assistant_agent] + scenario_agents
   end
 
+  def install_instrumentation(runner)
+    return unless ChatwootApp.otel_enabled?
+
+    Agents::Instrumentation.install(
+      runner,
+      tracer: OpentelemetryConfig.tracer,
+      trace_name: 'llm.captain_v2',
+      span_attributes: {
+        ATTR_LANGFUSE_TAGS => ['captain_v2'].to_json
+      },
+      attribute_provider: ->(context_wrapper) { dynamic_trace_attributes(context_wrapper) }
+    )
+  end
+
+  def dynamic_trace_attributes(context_wrapper)
+    state = context_wrapper&.context&.dig(:state) || {}
+    conversation = state[:conversation] || {}
+    {
+      ATTR_LANGFUSE_USER_ID => state[:account_id],
+      format(ATTR_LANGFUSE_METADATA, 'assistant_id') => state[:assistant_id],
+      format(ATTR_LANGFUSE_METADATA, 'conversation_id') => conversation[:id],
+      format(ATTR_LANGFUSE_METADATA, 'conversation_display_id') => conversation[:display_id]
+    }.compact.transform_values(&:to_s)
+  end
+
   def add_callbacks_to_runner(runner)
     runner = add_agent_thinking_callback(runner) if @callbacks[:on_agent_thinking]
     runner = add_tool_start_callback(runner) if @callbacks[:on_tool_start]
@@ -132,6 +163,36 @@ class Captain::Assistant::AgentRunnerService
     runner
   end
 
+  def add_usage_metadata_callback(runner)
+    return runner unless ChatwootApp.otel_enabled?
+
+    handoff_tool_name = Captain::Tools::HandoffTool.new(@assistant).name
+
+    runner.on_tool_complete do |tool_name, _tool_result, context_wrapper|
+      track_handoff_usage(tool_name, handoff_tool_name, context_wrapper)
+    end
+
+    runner.on_run_complete do |_agent_name, _result, context_wrapper|
+      write_credits_used_metadata(context_wrapper)
+    end
+    runner
+  end
+
+  def track_handoff_usage(tool_name, handoff_tool_name, context_wrapper)
+    return unless context_wrapper&.context
+    return unless tool_name.to_s == handoff_tool_name
+
+    context_wrapper.context[:captain_v2_handoff_tool_called] = true
+  end
+
+  def write_credits_used_metadata(context_wrapper)
+    root_span = context_wrapper&.context&.dig(:__otel_tracing, :root_span)
+    return unless root_span
+
+    credit_used = !context_wrapper.context[:captain_v2_handoff_tool_called]
+    root_span.set_attribute(format(ATTR_LANGFUSE_METADATA, 'credit_used'), credit_used.to_s)
+  end
+
   def add_agent_thinking_callback(runner)
     runner.on_agent_thinking do |*args|
       @callbacks[:on_agent_thinking].call(*args)
diff --git a/enterprise/app/services/captain/llm/translate_query_service.rb b/enterprise/app/services/captain/llm/translate_query_service.rb
new file mode 100644
index 000000000..404a44755
--- /dev/null
+++ b/enterprise/app/services/captain/llm/translate_query_service.rb
@@ -0,0 +1,49 @@
+class Captain::Llm::TranslateQueryService < Captain::BaseTaskService
+  MODEL = 'gpt-4.1-nano'.freeze
+
+  pattr_initialize [:account!]
+
+  def translate(query, target_language:)
+    return query if query_in_target_language?(query)
+
+    messages = [
+      { role: 'system', content: system_prompt(target_language) },
+      { role: 'user', content: query }
+    ]
+
+    response = make_api_call(model: MODEL, messages: messages)
+    return query if response[:error]
+
+    response[:message].strip
+  rescue StandardError => e
+    Rails.logger.warn "TranslateQueryService failed: #{e.message}, falling back to original query"
+    query
+  end
+
+  private
+
+  def event_name
+    'translate_query'
+  end
+
+  def query_in_target_language?(query)
+    detector = CLD3::NNetLanguageIdentifier.new(0, 1000)
+    result = detector.find_language(query)
+
+    result.reliable? && result.language == account_language_code
+  rescue StandardError
+    false
+  end
+
+  def account_language_code
+    account.locale&.split('_')&.first
+  end
+
+  def system_prompt(target_language)
+    <<~SYSTEM_PROMPT_MESSAGE
+      You are a helpful assistant that translates queries from one language to another.
+      Translate the query to #{target_language}.
+      Return just the translated query, no other text.
+    SYSTEM_PROMPT_MESSAGE
+  end
+end
diff --git a/enterprise/app/services/captain/tools/search_documentation_service.rb b/enterprise/app/services/captain/tools/search_documentation_service.rb
index fbc8f4154..e4a237186 100644
--- a/enterprise/app/services/captain/tools/search_documentation_service.rb
+++ b/enterprise/app/services/captain/tools/search_documentation_service.rb
@@ -9,7 +9,11 @@ class Captain::Tools::SearchDocumentationService < Captain::Tools::BaseTool
   def execute(query:)
     Rails.logger.info { "#{self.class.name}: #{query}" }
 
-    responses = assistant.responses.approved.search(query)
+    translated_query = Captain::Llm::TranslateQueryService
+                       .new(account: assistant.account)
+                       .translate(query, target_language: assistant.account.locale_english_name)
+
+    responses = assistant.responses.approved.search(translated_query)
 
     return 'No FAQs found for the given query' if responses.empty?
 
diff --git a/enterprise/app/services/captain/tools/search_reply_documentation_service.rb b/enterprise/app/services/captain/tools/search_reply_documentation_service.rb
index d2c1df42f..24c3fd379 100644
--- a/enterprise/app/services/captain/tools/search_reply_documentation_service.rb
+++ b/enterprise/app/services/captain/tools/search_reply_documentation_service.rb
@@ -18,7 +18,11 @@ class Captain::Tools::SearchReplyDocumentationService < RubyLLM::Tool
   def execute(query:)
     Rails.logger.info { "#{self.class.name}: #{query}" }
 
-    responses = search_responses(query)
+    translated_query = Captain::Llm::TranslateQueryService
+                       .new(account: @account)
+                       .translate(query, target_language: @account.locale_english_name)
+
+    responses = search_responses(translated_query)
     return 'No FAQs found for the given query' if responses.empty?
 
     responses.map { |response| format_response(response) }.join
diff --git a/enterprise/app/services/enterprise/auto_assignment/assignment_service.rb b/enterprise/app/services/enterprise/auto_assignment/assignment_service.rb
index 4f3da08ee..66cdc31e5 100644
--- a/enterprise/app/services/enterprise/auto_assignment/assignment_service.rb
+++ b/enterprise/app/services/enterprise/auto_assignment/assignment_service.rb
@@ -14,12 +14,16 @@ module Enterprise::AutoAssignment::AssignmentService
   end
 
   # Extend agent finding to add capacity checks
-  def find_available_agent
-    agents = filter_agents_by_rate_limit(inbox.available_agents)
+  def find_available_agent(conversation = nil)
+    agents = filter_agents_by_team(inbox.available_agents, conversation)
+    return nil if agents.nil?
+
+    agents = filter_agents_by_rate_limit(agents)
     agents = filter_agents_by_capacity(agents) if capacity_filtering_enabled?
     return nil if agents.empty?
 
-    selector = policy&.balanced? ? balanced_selector : round_robin_selector
+    # Use balanced selector only if advanced_assignment feature is enabled
+    selector = policy&.balanced? && account.feature_enabled?('advanced_assignment') ? balanced_selector : round_robin_selector
     selector.select_agent(agents)
   end
 
@@ -31,7 +35,7 @@ module Enterprise::AutoAssignment::AssignmentService
   end
 
   def capacity_filtering_enabled?
-    account.feature_enabled?('assignment_v2') &&
+    account.feature_enabled?('advanced_assignment') &&
       account.account_users.joins(:agent_capacity_policy).exists?
   end
 
diff --git a/enterprise/app/services/enterprise/billing/handle_stripe_event_service.rb b/enterprise/app/services/enterprise/billing/handle_stripe_event_service.rb
index a5f03cddf..52a28844f 100644
--- a/enterprise/app/services/enterprise/billing/handle_stripe_event_service.rb
+++ b/enterprise/app/services/enterprise/billing/handle_stripe_event_service.rb
@@ -22,7 +22,7 @@ class Enterprise::Billing::HandleStripeEventService
   ].freeze
 
   # Additional features available starting with the Business plan
-  BUSINESS_PLAN_FEATURES = %w[sla custom_roles csat_review_notes conversation_required_attributes].freeze
+  BUSINESS_PLAN_FEATURES = %w[sla custom_roles csat_review_notes conversation_required_attributes advanced_assignment].freeze
 
   # Additional features available only in the Enterprise plan
   ENTERPRISE_PLAN_FEATURES = %w[audit_logs disable_branding saml].freeze
diff --git a/enterprise/app/services/enterprise/message_templates/hook_execution_service.rb b/enterprise/app/services/enterprise/message_templates/hook_execution_service.rb
index 5c9a8a184..56dbc7245 100644
--- a/enterprise/app/services/enterprise/message_templates/hook_execution_service.rb
+++ b/enterprise/app/services/enterprise/message_templates/hook_execution_service.rb
@@ -68,6 +68,10 @@ module Enterprise::MessageTemplates::HookExecutionService
   end
 
   def send_out_of_office_message_after_handoff
+    # Campaign conversations should never receive OOO templates — the campaign itself
+    # serves as the initial outreach, and OOO would be confusing in that context.
+    return if conversation.campaign.present?
+
     ::MessageTemplates::Template::OutOfOffice.perform_if_applicable(conversation)
   end
 
diff --git a/enterprise/app/services/messages/audio_transcription_service.rb b/enterprise/app/services/messages/audio_transcription_service.rb
index 1676dd862..4aa156f47 100644
--- a/enterprise/app/services/messages/audio_transcription_service.rb
+++ b/enterprise/app/services/messages/audio_transcription_service.rb
@@ -31,12 +31,20 @@ class Messages::AudioTranscriptionService< Llm::LegacyBaseOpenAiService
   end
 
   def fetch_audio_file
+    blob = attachment.file.blob
     temp_dir = Rails.root.join('tmp/uploads/audio-transcriptions')
     FileUtils.mkdir_p(temp_dir)
-    temp_file_path = File.join(temp_dir, "#{attachment.file.blob.key}-#{attachment.file.filename}")
+    temp_file_name = "#{blob.key}-#{blob.filename}"
+
+    if blob.filename.extension_without_delimiter.blank?
+      extension = extension_from_content_type(blob.content_type)
+      temp_file_name = "#{temp_file_name}.#{extension}" if extension.present?
+    end
+
+    temp_file_path = File.join(temp_dir, temp_file_name)
 
     File.open(temp_file_path, 'wb') do |file|
-      attachment.file.blob.open do |blob_file|
+      blob.open do |blob_file|
         IO.copy_stream(blob_file, file)
       end
     end
@@ -49,13 +57,12 @@ class Messages::AudioTranscriptionService< Llm::LegacyBaseOpenAiService
     return transcribed_text if transcribed_text.present?
 
     temp_file_path = fetch_audio_file
-
     transcribed_text = nil
 
     File.open(temp_file_path, 'rb') do |file|
       response = @client.audio.transcribe(
         parameters: {
-          model: 'whisper-1',
+          model: WHISPER_MODEL,
           file: file,
           temperature: 0.4
         }
@@ -63,10 +70,10 @@ class Messages::AudioTranscriptionService< Llm::LegacyBaseOpenAiService
       transcribed_text = response['text']
     end
 
-    FileUtils.rm_f(temp_file_path)
-
     update_transcription(transcribed_text)
     transcribed_text
+  ensure
+    FileUtils.rm_f(temp_file_path) if temp_file_path.present?
   end
 
   def instrumentation_params(file_path)
@@ -90,4 +97,15 @@ class Messages::AudioTranscriptionService< Llm::LegacyBaseOpenAiService
 
     message.reindex
   end
+
+  def extension_from_content_type(content_type)
+    subtype = content_type.to_s.downcase.split(';').first.to_s.split('/').last.to_s
+    return if subtype.blank?
+
+    {
+      'x-m4a' => 'm4a',
+      'x-wav' => 'wav',
+      'x-mp3' => 'mp3'
+    }.fetch(subtype, subtype)
+  end
 end
diff --git a/enterprise/lib/captain/tools/handoff_tool.rb b/enterprise/lib/captain/tools/handoff_tool.rb
index 797f248ff..d126840be 100644
--- a/enterprise/lib/captain/tools/handoff_tool.rb
+++ b/enterprise/lib/captain/tools/handoff_tool.rb
@@ -42,6 +42,10 @@ class Captain::Tools::HandoffTool < Captain::Tools::BasePublicTool
   end
 
   def send_out_of_office_message_if_applicable(conversation)
+    # Campaign conversations should never receive OOO templates — the campaign itself
+    # serves as the initial outreach, and OOO would be confusing in that context.
+    return if conversation.campaign.present?
+
     ::MessageTemplates::Template::OutOfOffice.perform_if_applicable(conversation)
   end
 
diff --git a/lib/captain/tool_instrumentation.rb b/lib/captain/tool_instrumentation.rb
index a2bacce1a..157aab829 100644
--- a/lib/captain/tool_instrumentation.rb
+++ b/lib/captain/tool_instrumentation.rb
@@ -1,5 +1,6 @@
 module Captain::ToolInstrumentation
   extend ActiveSupport::Concern
+  include Integrations::LlmInstrumentationConstants
 
   private
 
@@ -10,15 +11,11 @@ module Captain::ToolInstrumentation
     response = nil
     executed = false
     tracer.in_span(params[:span_name]) do |span|
-      span.set_attribute('langfuse.user.id', params[:account_id].to_s) if params[:account_id]
-      span.set_attribute('langfuse.tags', [params[:feature_name]].to_json)
-      span.set_attribute('langfuse.observation.input', params[:messages].to_json)
-
+      set_tool_session_attributes(span, params)
       response = yield
       executed = true
-
-      # Output just the message for cleaner Langfuse display
-      span.set_attribute('langfuse.observation.output', response[:message] || response.to_json)
+      span.set_attribute(ATTR_LANGFUSE_OBSERVATION_OUTPUT, response[:message] || response.to_json)
+      set_tool_session_error_attributes(span, response) if response.is_a?(Hash)
     end
     response
   rescue StandardError => e
@@ -26,17 +23,32 @@ module Captain::ToolInstrumentation
     executed ? response : yield
   end
 
+  def set_tool_session_attributes(span, params)
+    span.set_attribute(ATTR_LANGFUSE_USER_ID, params[:account_id].to_s) if params[:account_id]
+    span.set_attribute(ATTR_LANGFUSE_SESSION_ID, "#{params[:account_id]}_#{params[:conversation_id]}") if params[:conversation_id].present?
+    span.set_attribute(ATTR_LANGFUSE_TAGS, [params[:feature_name]].to_json)
+    span.set_attribute(ATTR_LANGFUSE_OBSERVATION_INPUT, params[:messages].to_json)
+  end
+
+  def set_tool_session_error_attributes(span, response)
+    error = response[:error] || response['error']
+    return if error.blank?
+
+    span.set_attribute(ATTR_GEN_AI_RESPONSE_ERROR, error.to_json)
+    span.status = OpenTelemetry::Trace::Status.error(error.to_s.truncate(1000))
+  end
+
   def record_generation(chat, message, model)
     return unless ChatwootApp.otel_enabled?
     return unless message.respond_to?(:role) && message.role.to_s == 'assistant'
 
     tracer.in_span("llm.#{event_name}.generation") do |span|
-      span.set_attribute('gen_ai.system', 'openai')
-      span.set_attribute('gen_ai.request.model', model)
-      span.set_attribute('gen_ai.usage.input_tokens', message.input_tokens)
-      span.set_attribute('gen_ai.usage.output_tokens', message.output_tokens) if message.respond_to?(:output_tokens)
-      span.set_attribute('langfuse.observation.input', format_chat_messages(chat))
-      span.set_attribute('langfuse.observation.output', message.content.to_s) if message.respond_to?(:content)
+      span.set_attribute(ATTR_GEN_AI_PROVIDER, 'openai')
+      span.set_attribute(ATTR_GEN_AI_REQUEST_MODEL, model)
+      span.set_attribute(ATTR_GEN_AI_USAGE_INPUT_TOKENS, message.input_tokens)
+      span.set_attribute(ATTR_GEN_AI_USAGE_OUTPUT_TOKENS, message.output_tokens) if message.respond_to?(:output_tokens)
+      span.set_attribute(ATTR_LANGFUSE_OBSERVATION_INPUT, format_chat_messages(chat))
+      span.set_attribute(ATTR_LANGFUSE_OBSERVATION_OUTPUT, message.content.to_s) if message.respond_to?(:content)
     end
   rescue StandardError => e
     Rails.logger.warn "Failed to record generation: #{e.message}"
diff --git a/lib/integrations/llm_instrumentation.rb b/lib/integrations/llm_instrumentation.rb
index c3baf291e..326bb901e 100644
--- a/lib/integrations/llm_instrumentation.rb
+++ b/lib/integrations/llm_instrumentation.rb
@@ -37,6 +37,7 @@ module Integrations::LlmInstrumentation
       result = yield
       executed = true
       span.set_attribute(ATTR_LANGFUSE_OBSERVATION_OUTPUT, result.to_json)
+      set_error_attributes(span, result) if result.is_a?(Hash)
       result
     end
   rescue StandardError => e
@@ -50,9 +51,11 @@ module Integrations::LlmInstrumentation
     return yield unless ChatwootApp.otel_enabled?
 
     tracer.in_span(format(TOOL_SPAN_NAME, tool_name)) do |span|
+      span.set_attribute(ATTR_LANGFUSE_OBSERVATION_TYPE, 'tool')
       span.set_attribute(ATTR_LANGFUSE_OBSERVATION_INPUT, arguments.to_json)
       result = yield
       span.set_attribute(ATTR_LANGFUSE_OBSERVATION_OUTPUT, result.to_json)
+      set_error_attributes(span, result) if result.is_a?(Hash)
       result
     end
   end
diff --git a/lib/integrations/llm_instrumentation_constants.rb b/lib/integrations/llm_instrumentation_constants.rb
index 6ce296ee9..dfe1e7704 100644
--- a/lib/integrations/llm_instrumentation_constants.rb
+++ b/lib/integrations/llm_instrumentation_constants.rb
@@ -26,6 +26,7 @@ module Integrations::LlmInstrumentationConstants
   ATTR_LANGFUSE_METADATA = 'langfuse.trace.metadata.%s'
   ATTR_LANGFUSE_TRACE_INPUT = 'langfuse.trace.input'
   ATTR_LANGFUSE_TRACE_OUTPUT = 'langfuse.trace.output'
+  ATTR_LANGFUSE_OBSERVATION_TYPE = 'langfuse.observation.type'
   ATTR_LANGFUSE_OBSERVATION_INPUT = 'langfuse.observation.input'
   ATTR_LANGFUSE_OBSERVATION_OUTPUT = 'langfuse.observation.output'
 end
diff --git a/lib/integrations/llm_instrumentation_spans.rb b/lib/integrations/llm_instrumentation_spans.rb
index 824b6aa4a..85ea599f8 100644
--- a/lib/integrations/llm_instrumentation_spans.rb
+++ b/lib/integrations/llm_instrumentation_spans.rb
@@ -39,6 +39,7 @@ module Integrations::LlmInstrumentationSpans
 
     tool_name = tool_call.name.to_s
     span = tracer.start_span(format(TOOL_SPAN_NAME, tool_name))
+    span.set_attribute(ATTR_LANGFUSE_OBSERVATION_TYPE, 'tool')
     span.set_attribute(ATTR_LANGFUSE_OBSERVATION_INPUT, tool_call.arguments.to_json)
 
     @pending_tool_spans ||= []
diff --git a/lib/integrations/openai/openai_prompts/reply.liquid b/lib/integrations/openai/openai_prompts/reply.liquid
index f9b95dbdf..f8067bb01 100644
--- a/lib/integrations/openai/openai_prompts/reply.liquid
+++ b/lib/integrations/openai/openai_prompts/reply.liquid
@@ -33,7 +33,7 @@ General guidelines:
 - Reply in the customer's language
 {% if has_search_tool %}
 
-**Important**: You have access to a `search_documentation` tool that can search the company's knowledge base for product details, policies, FAQs, and other information. 
+**Important**: You have access to a `search_documentation` tool that can search the company's knowledge base for product details, policies, FAQs, and other information.
 **Use the search_documentation tool first** to find relevant information before composing your reply. This ensures your response is accurate and based on actual company documentation.
 {% endif %}
 
diff --git a/lib/integrations/slack/send_on_slack_service.rb b/lib/integrations/slack/send_on_slack_service.rb
index 4e959c469..de6d20ed0 100644
--- a/lib/integrations/slack/send_on_slack_service.rb
+++ b/lib/integrations/slack/send_on_slack_service.rb
@@ -102,7 +102,8 @@ class Integrations::Slack::SendOnSlackService < Base::SendOnChannelService
   def send_message
     post_message if message_content.present?
     upload_files if message.attachments.any?
-  rescue Slack::Web::Api::Errors::AccountInactive, Slack::Web::Api::Errors::MissingScope, Slack::Web::Api::Errors::InvalidAuth,
+  rescue Slack::Web::Api::Errors::IsArchived, Slack::Web::Api::Errors::AccountInactive, Slack::Web::Api::Errors::MissingScope,
+         Slack::Web::Api::Errors::InvalidAuth,
          Slack::Web::Api::Errors::ChannelNotFound, Slack::Web::Api::Errors::NotInChannel => e
     Rails.logger.error e
     hook.prompt_reauthorization!
diff --git a/lib/linear/mutations.rb b/lib/linear/mutations.rb
index 5f34e602b..1935ba478 100644
--- a/lib/linear/mutations.rb
+++ b/lib/linear/mutations.rb
@@ -2,13 +2,10 @@ module Linear::Mutations
   def self.graphql_value(value)
     case value
     when String
-      # Strings must be enclosed in double quotes
-      "\"#{value.gsub("\n", '\\n')}\""
+      value.to_json
     when Array
-      # Arrays need to be recursively converted
       "[#{value.map { |v| graphql_value(v) }.join(', ')}]"
     else
-      # Other types (numbers, booleans) can be directly converted to strings
       value.to_s
     end
   end
@@ -47,7 +44,7 @@ module Linear::Mutations
 
     <<~GRAPHQL
       mutation {
-        attachmentLinkURL(url: "#{link}", issueId: "#{issue_id}", title: "#{title}"#{user_params_str}) {
+        attachmentLinkURL(url: #{graphql_value(link)}, issueId: #{graphql_value(issue_id)}, title: #{graphql_value(title)}#{user_params_str}) {
           success
           attachment {
             id
diff --git a/lib/linear/queries.rb b/lib/linear/queries.rb
index 54daaf30c..cc705625e 100644
--- a/lib/linear/queries.rb
+++ b/lib/linear/queries.rb
@@ -48,7 +48,7 @@ module Linear::Queries
   def self.search_issue(term)
     <<~GRAPHQL
       query {
-        searchIssues(term: "#{term}") {
+        searchIssues(term: #{Linear::Mutations.graphql_value(term)}) {
           nodes {
             id
             title
diff --git a/lib/llm_constants.rb b/lib/llm_constants.rb
index 054b775a5..241f3ccba 100644
--- a/lib/llm_constants.rb
+++ b/lib/llm_constants.rb
@@ -1,7 +1,7 @@
 # frozen_string_literal: true
 
 module LlmConstants
-  DEFAULT_MODEL = 'gpt-4.1-mini'
+  DEFAULT_MODEL = 'gpt-4.1'
   DEFAULT_EMBEDDING_MODEL = 'text-embedding-3-small'
   PDF_PROCESSING_MODEL = 'gpt-4.1-mini'
 
diff --git a/lib/webhooks/trigger.rb b/lib/webhooks/trigger.rb
index 54bd7499d..ef3410b78 100644
--- a/lib/webhooks/trigger.rb
+++ b/lib/webhooks/trigger.rb
@@ -36,16 +36,21 @@ class Webhooks::Trigger
 
     case @webhook_type
     when :agent_bot_webhook
-      conversation = message.conversation
-      return unless conversation&.pending?
-
-      conversation.open!
-      create_agent_bot_error_activity(conversation)
+      update_conversation_status(message)
     when :api_inbox_webhook
       update_message_status(error)
     end
   end
 
+  def update_conversation_status(message)
+    conversation = message.conversation
+    return unless conversation&.pending?
+    return if conversation&.account&.keep_pending_on_bot_failure
+
+    conversation.open!
+    create_agent_bot_error_activity(conversation)
+  end
+
   def create_agent_bot_error_activity(conversation)
     content = I18n.t('conversations.activity.agent_bot.error_moved_to_open')
     Conversations::ActivityMessageJob.perform_later(conversation, activity_message_params(conversation, content))
diff --git a/package.json b/package.json
index 04821480d..b062495a0 100644
--- a/package.json
+++ b/package.json
@@ -1,6 +1,6 @@
 {
   "name": "@chatwoot/chatwoot",
-  "version": "4.10.1",
+  "version": "4.11.0",
   "license": "MIT",
   "scripts": {
     "eslint": "eslint app/**/*.{js,vue}",
diff --git a/public/404.html b/public/404.html
index b612547fc..d48579082 100644
--- a/public/404.html
+++ b/public/404.html
@@ -1,67 +1,108 @@
 <!DOCTYPE html>
-<html>
+<html lang="en">
 <head>
-  <title>The page you were looking for doesn't exist (404)</title>
+  <meta charset="utf-8">
   <meta name="viewport" content="width=device-width,initial-scale=1">
+  <title>Page not found</title>
   <style>
-  body {
-    background-color: #EFEFEF;
-    color: #2E2F30;
-    text-align: center;
-    font-family: arial, sans-serif;
-    margin: 0;
-  }
-
-  div.dialog {
-    width: 95%;
-    max-width: 33em;
-    margin: 4em auto 0;
-  }
-
-  div.dialog > div {
-    border: 1px solid #CCC;
-    border-right-color: #999;
-    border-left-color: #999;
-    border-bottom-color: #BBB;
-    border-top: #B00100 solid 4px;
-    border-top-left-radius: 9px;
-    border-top-right-radius: 9px;
-    background-color: white;
-    padding: 7px 12% 0;
-    box-shadow: 0 3px 8px rgba(50, 50, 50, 0.17);
-  }
-
-  h1 {
-    font-size: 100%;
-    color: #730E15;
-    line-height: 1.5em;
-  }
-
-  div.dialog > p {
-    margin: 0 0 1em;
-    padding: 1em;
-    background-color: #F7F7F7;
-    border: 1px solid #CCC;
-    border-right-color: #999;
-    border-left-color: #999;
-    border-bottom-color: #999;
-    border-bottom-left-radius: 4px;
-    border-bottom-right-radius: 4px;
-    border-top-color: #DADADA;
-    color: #666;
-    box-shadow: 0 3px 8px rgba(50, 50, 50, 0.17);
-  }
+    *, *::before, *::after { box-sizing: border-box; margin: 0; padding: 0; }
+    body {
+      min-height: 100vh;
+      display: flex;
+      flex-direction: column;
+      align-items: center;
+      justify-content: center;
+      font-family: -apple-system, system-ui, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Tahoma, Arial, sans-serif;
+      background: rgba(39, 129, 246, 0.05);
+      color: rgb(28, 32, 36);
+      padding: 2rem 1.5rem;
+      -webkit-font-smoothing: antialiased;
+    }
+    .page {
+      display: flex;
+      flex-direction: column;
+      align-items: center;
+      width: 100%;
+      max-width: 28rem;
+    }
+    .error-number {
+      font-size: 8rem;
+      font-weight: 700;
+      line-height: 1;
+      letter-spacing: -0.04em;
+      background: linear-gradient(180deg, rgb(39, 129, 246) 0%, rgb(155, 195, 252) 100%);
+      -webkit-background-clip: text;
+      -webkit-text-fill-color: transparent;
+      background-clip: text;
+      margin-bottom: 1.5rem;
+    }
+    h1 {
+      font-size: 1.5rem;
+      font-weight: 600;
+      line-height: 1.3;
+      text-align: center;
+      margin-bottom: 0.5rem;
+    }
+    .description {
+      font-size: 0.9375rem;
+      color: rgb(96, 100, 108);
+      line-height: 1.6;
+      text-align: center;
+      margin-bottom: 2.5rem;
+    }
+    .btn {
+      display: inline-flex;
+      align-items: center;
+      justify-content: center;
+      gap: 0.5rem;
+      background: rgb(39, 129, 246);
+      color: #fff;
+      font-size: 0.9375rem;
+      font-weight: 500;
+      padding: 0.75rem 2rem;
+      border-radius: 0.625rem;
+      text-decoration: none;
+      transition: background 0.15s ease;
+    }
+    .btn:hover { background: rgb(16, 115, 233); }
+    .btn svg { width: 1.125rem; height: 1.125rem; }
+    .divider {
+      width: 3rem;
+      height: 2px;
+      background: rgb(224, 225, 230);
+      border-radius: 1px;
+      margin: 2.5rem 0;
+    }
+    .help {
+      font-size: 0.8125rem;
+      color: rgb(139, 141, 152);
+      text-align: center;
+      line-height: 1.5;
+    }
+    @media (prefers-color-scheme: dark) {
+      body { background: rgb(17, 17, 19); color: rgb(237, 238, 240); }
+      .error-number { background: linear-gradient(180deg, rgb(126, 182, 255) 0%, rgb(40, 89, 156) 100%); -webkit-background-clip: text; background-clip: text; }
+      .description { color: rgb(176, 180, 186); }
+      .divider { background: rgb(46, 49, 53); }
+      .help { color: rgb(105, 110, 119); }
+    }
+    @media (max-width: 480px) {
+      .error-number { font-size: 5rem; }
+      h1 { font-size: 1.25rem; }
+    }
   </style>
 </head>
-
 <body>
-  <!-- This file lives in public/404.html -->
-  <div class="dialog">
-    <div>
-      <h1>The page you were looking for doesn't exist.</h1>
-      <p>You may have mistyped the address or the page may have moved.</p>
-    </div>
-    <p>If you are the application owner check the logs for more information.</p>
+  <div class="page">
+    <div class="error-number">404</div>
+    <h1>Page not found</h1>
+    <p class="description">The page you're looking for doesn't exist or has been moved.</p>
+    <a href="/" class="btn">
+      <svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="2" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M10.5 19.5 3 12m0 0 7.5-7.5M3 12h18" /></svg>
+      Back to home
+    </a>
+    <div class="divider"></div>
+    <p class="help">If you think this is a mistake, please reach out to support.</p>
   </div>
 </body>
 </html>
diff --git a/public/422.html b/public/422.html
index a21f82b3b..2d7ed0bb7 100644
--- a/public/422.html
+++ b/public/422.html
@@ -1,67 +1,113 @@
 <!DOCTYPE html>
-<html>
+<html lang="en">
 <head>
-  <title>The change you wanted was rejected (422)</title>
+  <meta charset="utf-8">
   <meta name="viewport" content="width=device-width,initial-scale=1">
+  <title>Request rejected</title>
   <style>
-  body {
-    background-color: #EFEFEF;
-    color: #2E2F30;
-    text-align: center;
-    font-family: arial, sans-serif;
-    margin: 0;
-  }
-
-  div.dialog {
-    width: 95%;
-    max-width: 33em;
-    margin: 4em auto 0;
-  }
-
-  div.dialog > div {
-    border: 1px solid #CCC;
-    border-right-color: #999;
-    border-left-color: #999;
-    border-bottom-color: #BBB;
-    border-top: #B00100 solid 4px;
-    border-top-left-radius: 9px;
-    border-top-right-radius: 9px;
-    background-color: white;
-    padding: 7px 12% 0;
-    box-shadow: 0 3px 8px rgba(50, 50, 50, 0.17);
-  }
-
-  h1 {
-    font-size: 100%;
-    color: #730E15;
-    line-height: 1.5em;
-  }
-
-  div.dialog > p {
-    margin: 0 0 1em;
-    padding: 1em;
-    background-color: #F7F7F7;
-    border: 1px solid #CCC;
-    border-right-color: #999;
-    border-left-color: #999;
-    border-bottom-color: #999;
-    border-bottom-left-radius: 4px;
-    border-bottom-right-radius: 4px;
-    border-top-color: #DADADA;
-    color: #666;
-    box-shadow: 0 3px 8px rgba(50, 50, 50, 0.17);
-  }
+    *, *::before, *::after { box-sizing: border-box; margin: 0; padding: 0; }
+    body {
+      min-height: 100vh;
+      display: flex;
+      flex-direction: column;
+      align-items: center;
+      justify-content: center;
+      font-family: -apple-system, system-ui, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Tahoma, Arial, sans-serif;
+      background: rgba(39, 129, 246, 0.05);
+      color: rgb(28, 32, 36);
+      padding: 2rem 1.5rem;
+      -webkit-font-smoothing: antialiased;
+    }
+    .page {
+      display: flex;
+      flex-direction: column;
+      align-items: center;
+      width: 100%;
+      max-width: 28rem;
+    }
+    .error-number {
+      font-size: 8rem;
+      font-weight: 700;
+      line-height: 1;
+      letter-spacing: -0.04em;
+      background: linear-gradient(180deg, rgb(229, 70, 102) 0%, rgb(248, 191, 200) 100%);
+      -webkit-background-clip: text;
+      -webkit-text-fill-color: transparent;
+      background-clip: text;
+      margin-bottom: 1.5rem;
+    }
+    h1 {
+      font-size: 1.5rem;
+      font-weight: 600;
+      line-height: 1.3;
+      text-align: center;
+      margin-bottom: 0.5rem;
+    }
+    .description {
+      font-size: 0.9375rem;
+      color: rgb(96, 100, 108);
+      line-height: 1.6;
+      text-align: center;
+      margin-bottom: 2.5rem;
+    }
+    .btn {
+      display: inline-flex;
+      align-items: center;
+      justify-content: center;
+      gap: 0.5rem;
+      background: rgb(39, 129, 246);
+      color: #fff;
+      font-size: 0.9375rem;
+      font-weight: 500;
+      padding: 0.75rem 2rem;
+      border-radius: 0.625rem;
+      text-decoration: none;
+      transition: background 0.15s ease;
+    }
+    .btn:hover { background: rgb(16, 115, 233); }
+    .btn svg { width: 1.125rem; height: 1.125rem; }
+    .divider {
+      width: 3rem;
+      height: 2px;
+      background: rgb(224, 225, 230);
+      border-radius: 1px;
+      margin: 2.5rem 0;
+    }
+    .help {
+      font-size: 0.8125rem;
+      color: rgb(139, 141, 152);
+      text-align: center;
+      line-height: 1.5;
+    }
+    .help a {
+      color: rgb(39, 129, 246);
+      text-decoration: none;
+    }
+    .help a:hover { text-decoration: underline; }
+    @media (prefers-color-scheme: dark) {
+      body { background: rgb(17, 17, 19); color: rgb(237, 238, 240); }
+      .error-number { background: linear-gradient(180deg, rgb(255, 148, 157) 0%, rgb(136, 52, 71) 100%); -webkit-background-clip: text; background-clip: text; }
+      .description { color: rgb(176, 180, 186); }
+      .divider { background: rgb(46, 49, 53); }
+      .help { color: rgb(105, 110, 119); }
+    }
+    @media (max-width: 480px) {
+      .error-number { font-size: 5rem; }
+      h1 { font-size: 1.25rem; }
+    }
   </style>
 </head>
-
 <body>
-  <!-- This file lives in public/422.html -->
-  <div class="dialog">
-    <div>
-      <h1>The change you wanted was rejected.</h1>
-      <p>Maybe you tried to change something you didn't have access to.</p>
-    </div>
-    <p>If you are the application owner check the logs for more information.</p>
+  <div class="page">
+    <div class="error-number">422</div>
+    <h1>Request rejected</h1>
+    <p class="description">Your request couldn't be processed due to a security verification failure or invalid data.</p>
+    <a href="/" class="btn">
+      <svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="2" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M10.5 19.5 3 12m0 0 7.5-7.5M3 12h18" /></svg>
+      Back to home
+    </a>
+    <div class="divider"></div>
+    <p class="help">If this keeps happening, try clearing your cookies and refreshing.</p>
   </div>
 </body>
 </html>
diff --git a/public/500.html b/public/500.html
index 061abc587..1339c166b 100644
--- a/public/500.html
+++ b/public/500.html
@@ -1,66 +1,108 @@
 <!DOCTYPE html>
-<html>
+<html lang="en">
 <head>
-  <title>We're sorry, but something went wrong (500)</title>
+  <meta charset="utf-8">
   <meta name="viewport" content="width=device-width,initial-scale=1">
+  <title>Something went wrong</title>
   <style>
-  body {
-    background-color: #EFEFEF;
-    color: #2E2F30;
-    text-align: center;
-    font-family: arial, sans-serif;
-    margin: 0;
-  }
-
-  div.dialog {
-    width: 95%;
-    max-width: 33em;
-    margin: 4em auto 0;
-  }
-
-  div.dialog > div {
-    border: 1px solid #CCC;
-    border-right-color: #999;
-    border-left-color: #999;
-    border-bottom-color: #BBB;
-    border-top: #B00100 solid 4px;
-    border-top-left-radius: 9px;
-    border-top-right-radius: 9px;
-    background-color: white;
-    padding: 7px 12% 0;
-    box-shadow: 0 3px 8px rgba(50, 50, 50, 0.17);
-  }
-
-  h1 {
-    font-size: 100%;
-    color: #730E15;
-    line-height: 1.5em;
-  }
-
-  div.dialog > p {
-    margin: 0 0 1em;
-    padding: 1em;
-    background-color: #F7F7F7;
-    border: 1px solid #CCC;
-    border-right-color: #999;
-    border-left-color: #999;
-    border-bottom-color: #999;
-    border-bottom-left-radius: 4px;
-    border-bottom-right-radius: 4px;
-    border-top-color: #DADADA;
-    color: #666;
-    box-shadow: 0 3px 8px rgba(50, 50, 50, 0.17);
-  }
+    *, *::before, *::after { box-sizing: border-box; margin: 0; padding: 0; }
+    body {
+      min-height: 100vh;
+      display: flex;
+      flex-direction: column;
+      align-items: center;
+      justify-content: center;
+      font-family: -apple-system, system-ui, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Tahoma, Arial, sans-serif;
+      background: rgba(39, 129, 246, 0.05);
+      color: rgb(28, 32, 36);
+      padding: 2rem 1.5rem;
+      -webkit-font-smoothing: antialiased;
+    }
+    .page {
+      display: flex;
+      flex-direction: column;
+      align-items: center;
+      width: 100%;
+      max-width: 28rem;
+    }
+    .error-number {
+      font-size: 8rem;
+      font-weight: 700;
+      line-height: 1;
+      letter-spacing: -0.04em;
+      background: linear-gradient(180deg, rgb(207, 74, 34) 0%, rgb(247, 164, 120) 100%);
+      -webkit-background-clip: text;
+      -webkit-text-fill-color: transparent;
+      background-clip: text;
+      margin-bottom: 1.5rem;
+    }
+    h1 {
+      font-size: 1.5rem;
+      font-weight: 600;
+      line-height: 1.3;
+      text-align: center;
+      margin-bottom: 0.5rem;
+    }
+    .description {
+      font-size: 0.9375rem;
+      color: rgb(96, 100, 108);
+      line-height: 1.6;
+      text-align: center;
+      margin-bottom: 2.5rem;
+    }
+    .btn {
+      display: inline-flex;
+      align-items: center;
+      justify-content: center;
+      gap: 0.5rem;
+      background: rgb(39, 129, 246);
+      color: #fff;
+      font-size: 0.9375rem;
+      font-weight: 500;
+      padding: 0.75rem 2rem;
+      border-radius: 0.625rem;
+      text-decoration: none;
+      transition: background 0.15s ease;
+    }
+    .btn:hover { background: rgb(16, 115, 233); }
+    .btn svg { width: 1.125rem; height: 1.125rem; }
+    .divider {
+      width: 3rem;
+      height: 2px;
+      background: rgb(224, 225, 230);
+      border-radius: 1px;
+      margin: 2.5rem 0;
+    }
+    .help {
+      font-size: 0.8125rem;
+      color: rgb(139, 141, 152);
+      text-align: center;
+      line-height: 1.5;
+    }
+    @media (prefers-color-scheme: dark) {
+      body { background: rgb(17, 17, 19); color: rgb(237, 238, 240); }
+      .error-number { background: linear-gradient(180deg, rgb(255, 148, 114) 0%, rgb(148, 52, 27) 100%); -webkit-background-clip: text; background-clip: text; }
+      .description { color: rgb(176, 180, 186); }
+      .divider { background: rgb(46, 49, 53); }
+      .help { color: rgb(105, 110, 119); }
+    }
+    @media (max-width: 480px) {
+      .error-number { font-size: 5rem; }
+      h1 { font-size: 1.25rem; }
+    }
   </style>
 </head>
-
 <body>
-  <!-- This file lives in public/500.html -->
-  <div class="dialog">
-    <div>
-      <h1>We're sorry, but something went wrong.</h1>
-    </div>
-    <p>If you are the application owner check the logs for more information.</p>
+  <div class="page">
+    <div class="error-number">500</div>
+    <h1>Something went wrong</h1>
+    <p class="description">An unexpected error occurred. Please refresh the page or try again shortly.</p>
+    <a href="/" class="btn">
+      <svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="2" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M10.5 19.5 3 12m0 0 7.5-7.5M3 12h18" /></svg>
+      Back to home
+    </a>
+    <div class="divider"></div>
+    <p class="help">If the problem persists, please try again in a few minutes.</p>
   </div>
 </body>
 </html>
diff --git a/spec/controllers/api/v1/accounts/conversations_controller_spec.rb b/spec/controllers/api/v1/accounts/conversations_controller_spec.rb
index 3c380c155..bc7b4097f 100644
--- a/spec/controllers/api/v1/accounts/conversations_controller_spec.rb
+++ b/spec/controllers/api/v1/accounts/conversations_controller_spec.rb
@@ -330,6 +330,7 @@ RSpec.describe 'Conversations API', type: :request do
       context 'when it is an authenticated user who has access to the inbox' do
         before do
           create(:inbox_member, user: agent, inbox: inbox)
+          create(:team_member, user: agent, team: team)
         end
 
         it 'creates a new conversation' do
diff --git a/spec/controllers/api/v2/accounts/reports_controller_spec.rb b/spec/controllers/api/v2/accounts/reports_controller_spec.rb
index c92425c32..f7bf86978 100644
--- a/spec/controllers/api/v2/accounts/reports_controller_spec.rb
+++ b/spec/controllers/api/v2/accounts/reports_controller_spec.rb
@@ -295,4 +295,131 @@ RSpec.describe Api::V2::Accounts::ReportsController, type: :request do
       end
     end
   end
+
+  describe 'GET /api/v2/accounts/{account.id}/reports/outgoing_messages_count' do
+    let(:since_epoch) { 1.week.ago.to_i.to_s }
+    let(:until_epoch) { 1.day.from_now.to_i.to_s }
+
+    context 'when unauthenticated' do
+      it 'returns unauthorized' do
+        get "/api/v2/accounts/#{account.id}/reports/outgoing_messages_count",
+            params: { group_by: 'agent', since: since_epoch, until: until_epoch }
+        expect(response).to have_http_status(:unauthorized)
+      end
+    end
+
+    context 'when authenticated as agent' do
+      it 'returns unauthorized' do
+        get "/api/v2/accounts/#{account.id}/reports/outgoing_messages_count",
+            params: { group_by: 'agent', since: since_epoch, until: until_epoch },
+            headers: agent.create_new_auth_token, as: :json
+        expect(response).to have_http_status(:unauthorized)
+      end
+    end
+
+    context 'when authenticated as admin' do
+      let(:agent2) { create(:user, account: account, role: :agent) }
+      let(:team) { create(:team, account: account) }
+      let(:inbox2) { create(:inbox, account: account) }
+
+      # Separate conversations for agent and team grouping because
+      # model callbacks clear assignee_id when team is set.
+      before do
+        conv_agent = create(:conversation, account: account, inbox: inbox, assignee: agent)
+        conv_agent2 = create(:conversation, account: account, inbox: inbox2, assignee: agent2)
+        conv_team = create(:conversation, account: account, inbox: inbox, team: team)
+
+        create_list(:message, 3, account: account, conversation: conv_agent, inbox: inbox, message_type: :outgoing, sender: agent)
+        create_list(:message, 2, account: account, conversation: conv_agent2, inbox: inbox2, message_type: :outgoing, sender: agent2)
+        create_list(:message, 4, account: account, conversation: conv_team, inbox: inbox, message_type: :outgoing)
+        # incoming message should not be counted
+        create(:message, account: account, conversation: conv_agent, inbox: inbox, message_type: :incoming)
+      end
+
+      it 'returns unprocessable_entity for invalid group_by' do
+        get "/api/v2/accounts/#{account.id}/reports/outgoing_messages_count",
+            params: { group_by: 'invalid', since: since_epoch, until: until_epoch },
+            headers: admin.create_new_auth_token, as: :json
+
+        expect(response).to have_http_status(:unprocessable_entity)
+      end
+
+      it 'returns outgoing message counts grouped by agent' do
+        get "/api/v2/accounts/#{account.id}/reports/outgoing_messages_count",
+            params: { group_by: 'agent', since: since_epoch, until: until_epoch },
+            headers: admin.create_new_auth_token, as: :json
+
+        expect(response).to have_http_status(:success)
+        data = response.parsed_body
+        expect(data).to be_an(Array)
+
+        agent_entry = data.find { |e| e['id'] == agent.id }
+        agent2_entry = data.find { |e| e['id'] == agent2.id }
+        expect(agent_entry['outgoing_messages_count']).to eq(3)
+        expect(agent2_entry['outgoing_messages_count']).to eq(2)
+      end
+
+      it 'returns outgoing message counts grouped by team' do
+        get "/api/v2/accounts/#{account.id}/reports/outgoing_messages_count",
+            params: { group_by: 'team', since: since_epoch, until: until_epoch },
+            headers: admin.create_new_auth_token, as: :json
+
+        expect(response).to have_http_status(:success)
+        data = response.parsed_body
+        expect(data).to be_an(Array)
+        expect(data.length).to eq(1)
+        expect(data.first['id']).to eq(team.id)
+        expect(data.first['outgoing_messages_count']).to eq(4)
+      end
+
+      it 'returns outgoing message counts grouped by inbox' do
+        get "/api/v2/accounts/#{account.id}/reports/outgoing_messages_count",
+            params: { group_by: 'inbox', since: since_epoch, until: until_epoch },
+            headers: admin.create_new_auth_token, as: :json
+
+        expect(response).to have_http_status(:success)
+        data = response.parsed_body
+        expect(data).to be_an(Array)
+
+        inbox_entry = data.find { |e| e['id'] == inbox.id }
+        inbox2_entry = data.find { |e| e['id'] == inbox2.id }
+        expect(inbox_entry['outgoing_messages_count']).to eq(7)
+        expect(inbox2_entry['outgoing_messages_count']).to eq(2)
+      end
+
+      it 'returns outgoing message counts grouped by label' do
+        label = create(:label, account: account, title: 'support')
+        conversation = account.conversations.first
+        conversation.label_list.add('support')
+        conversation.save!
+
+        get "/api/v2/accounts/#{account.id}/reports/outgoing_messages_count",
+            params: { group_by: 'label', since: since_epoch, until: until_epoch },
+            headers: admin.create_new_auth_token, as: :json
+
+        expect(response).to have_http_status(:success)
+        data = response.parsed_body
+        expect(data).to be_an(Array)
+        expect(data.length).to eq(1)
+        expect(data.first['id']).to eq(label.id)
+        expect(data.first['name']).to eq('support')
+      end
+
+      it 'excludes bot messages when grouped by agent' do
+        bot = create(:agent_bot)
+        bot_conversation = create(:conversation, account: account, inbox: inbox)
+        create(:message, account: account, conversation: bot_conversation, inbox: inbox,
+                         message_type: :outgoing, sender: bot)
+
+        get "/api/v2/accounts/#{account.id}/reports/outgoing_messages_count",
+            params: { group_by: 'agent', since: since_epoch, until: until_epoch },
+            headers: admin.create_new_auth_token, as: :json
+
+        data = response.parsed_body
+        agent_entry = data.find { |e| e['id'] == agent.id }
+        # 3 from before block; bot message excluded (sender_type != 'User')
+        expect(agent_entry['outgoing_messages_count']).to eq(3)
+      end
+    end
+  end
 end
diff --git a/spec/enterprise/models/concerns/agentable_spec.rb b/spec/enterprise/models/concerns/agentable_spec.rb
index 767e51d44..6b170e8d7 100644
--- a/spec/enterprise/models/concerns/agentable_spec.rb
+++ b/spec/enterprise/models/concerns/agentable_spec.rb
@@ -144,13 +144,13 @@ RSpec.describe Concerns::Agentable do
     it 'returns default model when config not found' do
       allow(InstallationConfig).to receive(:find_by).and_return(nil)
 
-      expect(dummy_instance.send(:agent_model)).to eq('gpt-4.1-mini')
+      expect(dummy_instance.send(:agent_model)).to eq('gpt-4.1')
     end
 
     it 'returns default model when config value is nil' do
       allow(mock_installation_config).to receive(:value).and_return(nil)
 
-      expect(dummy_instance.send(:agent_model)).to eq('gpt-4.1-mini')
+      expect(dummy_instance.send(:agent_model)).to eq('gpt-4.1')
     end
   end
 
diff --git a/spec/enterprise/services/captain/assistant/agent_runner_service_spec.rb b/spec/enterprise/services/captain/assistant/agent_runner_service_spec.rb
index 2c05860e2..bbf712622 100644
--- a/spec/enterprise/services/captain/assistant/agent_runner_service_spec.rb
+++ b/spec/enterprise/services/captain/assistant/agent_runner_service_spec.rb
@@ -75,6 +75,7 @@ RSpec.describe Captain::Assistant::AgentRunnerService do
 
     it 'runs agent with extracted user message and context' do
       expected_context = {
+        session_id: "#{account.id}_#{conversation.display_id}",
         conversation_history: [
           { role: :user, content: 'Hello there', agent_name: nil },
           { role: :assistant, content: 'Hi! How can I help you?', agent_name: 'Assistant' },
@@ -306,6 +307,60 @@ RSpec.describe Captain::Assistant::AgentRunnerService do
     end
   end
 
+  describe '#add_usage_metadata_callback' do
+    it 'sets credit_used=false when handoff tool is used' do
+      service = described_class.new(assistant: assistant, conversation: conversation)
+      runner = instance_double(Agents::AgentRunner)
+      tool_complete_callback = nil
+      run_complete_callback = nil
+      span_class = Class.new do
+        def set_attribute(*); end
+      end
+      root_span = instance_double(span_class)
+      context_wrapper = Struct.new(:context).new({ __otel_tracing: { root_span: root_span } })
+
+      allow(ChatwootApp).to receive(:otel_enabled?).and_return(true)
+      allow(runner).to receive(:on_tool_complete) do |&block|
+        tool_complete_callback = block
+        runner
+      end
+      allow(runner).to receive(:on_run_complete) do |&block|
+        run_complete_callback = block
+        runner
+      end
+
+      service.send(:add_usage_metadata_callback, runner)
+
+      tool_complete_callback.call(Captain::Tools::HandoffTool.new(assistant).name, 'ok', context_wrapper)
+
+      expect(root_span).to receive(:set_attribute).with('langfuse.trace.metadata.credit_used', 'false')
+      run_complete_callback.call('assistant', nil, context_wrapper)
+    end
+
+    it 'sets credit_used=true when handoff tool is not used' do
+      service = described_class.new(assistant: assistant, conversation: conversation)
+      runner = instance_double(Agents::AgentRunner)
+      run_complete_callback = nil
+      span_class = Class.new do
+        def set_attribute(*); end
+      end
+      root_span = instance_double(span_class)
+      context_wrapper = Struct.new(:context).new({ __otel_tracing: { root_span: root_span } })
+
+      allow(ChatwootApp).to receive(:otel_enabled?).and_return(true)
+      allow(runner).to receive(:on_tool_complete).and_return(runner)
+      allow(runner).to receive(:on_run_complete) do |&block|
+        run_complete_callback = block
+        runner
+      end
+
+      service.send(:add_usage_metadata_callback, runner)
+
+      expect(root_span).to receive(:set_attribute).with('langfuse.trace.metadata.credit_used', 'true')
+      run_complete_callback.call('assistant', nil, context_wrapper)
+    end
+  end
+
   describe 'constants' do
     it 'defines conversation state attributes' do
       expect(described_class::CONVERSATION_STATE_ATTRIBUTES).to include(
diff --git a/spec/enterprise/services/enterprise/auto_assignment/assignment_service_spec.rb b/spec/enterprise/services/enterprise/auto_assignment/assignment_service_spec.rb
index 432f397be..ba1a3eec0 100644
--- a/spec/enterprise/services/enterprise/auto_assignment/assignment_service_spec.rb
+++ b/spec/enterprise/services/enterprise/auto_assignment/assignment_service_spec.rb
@@ -16,8 +16,9 @@ RSpec.describe Enterprise::AutoAssignment::AssignmentService, type: :service do
     # Link inbox to assignment policy
     create(:inbox_assignment_policy, inbox: inbox, assignment_policy: assignment_policy)
 
-    allow(account).to receive(:feature_enabled?).and_return(false)
-    allow(account).to receive(:feature_enabled?).with('assignment_v2').and_return(true)
+    # Enable assignment_v2 (base) and advanced_assignment (premium) features
+    account.enable_features('assignment_v2')
+    account.save!
 
     # Set agents as online
     OnlineStatusTracker.update_presence(account.id, 'User', agent1.id)
diff --git a/spec/enterprise/services/enterprise/auto_assignment/capacity_service_spec.rb b/spec/enterprise/services/enterprise/auto_assignment/capacity_service_spec.rb
index 98d7c2172..c34eaad64 100644
--- a/spec/enterprise/services/enterprise/auto_assignment/capacity_service_spec.rb
+++ b/spec/enterprise/services/enterprise/auto_assignment/capacity_service_spec.rb
@@ -52,8 +52,9 @@ RSpec.describe Enterprise::AutoAssignment::CapacityService, type: :service do
                                                                              agent_at_capacity.id.to_s => 'online'
                                                                            })
 
-    # Enable assignment_v2 feature
-    allow(account).to receive(:feature_enabled?).with('assignment_v2').and_return(true)
+    # Enable assignment_v2 (base) and advanced_assignment (premium) features
+    account.enable_features('assignment_v2', 'advanced_assignment')
+    account.save!
 
     # Create existing assignments for agent_at_capacity (at limit)
     3.times do
diff --git a/spec/enterprise/services/enterprise/message_templates/hook_execution_service_spec.rb b/spec/enterprise/services/enterprise/message_templates/hook_execution_service_spec.rb
index 9074baa57..151e9101a 100644
--- a/spec/enterprise/services/enterprise/message_templates/hook_execution_service_spec.rb
+++ b/spec/enterprise/services/enterprise/message_templates/hook_execution_service_spec.rb
@@ -238,6 +238,77 @@ RSpec.describe MessageTemplates::HookExecutionService do
     end
   end
 
+  context 'when conversation has a campaign' do
+    let(:campaign) { create(:campaign, account: account) }
+    let(:campaign_conversation) { create(:conversation, inbox: inbox, account: account, contact: contact, status: :pending, campaign: campaign) }
+
+    it 'schedules captain response job for incoming messages on pending campaign conversations' do
+      expect(Captain::Conversation::ResponseBuilderJob).to receive(:perform_later).with(campaign_conversation, assistant)
+
+      create(:message, conversation: campaign_conversation, message_type: :incoming)
+    end
+
+    it 'does not send greeting template on campaign conversations' do
+      inbox.update!(greeting_enabled: true, greeting_message: 'Hello! How can we help you?', enable_email_collect: false)
+
+      greeting_service = instance_double(MessageTemplates::Template::Greeting)
+      allow(MessageTemplates::Template::Greeting).to receive(:new).and_return(greeting_service)
+      allow(greeting_service).to receive(:perform).and_return(true)
+
+      create(:message, conversation: campaign_conversation, message_type: :incoming)
+
+      expect(MessageTemplates::Template::Greeting).not_to have_received(:new)
+    end
+
+    it 'does not send out of office template on campaign conversations' do
+      inbox.update!(working_hours_enabled: true, out_of_office_message: 'We are currently closed')
+      inbox.working_hours.find_by(day_of_week: Time.current.in_time_zone(inbox.timezone).wday).update!(
+        closed_all_day: true,
+        open_all_day: false
+      )
+
+      out_of_office_service = instance_double(MessageTemplates::Template::OutOfOffice)
+      allow(MessageTemplates::Template::OutOfOffice).to receive(:new).and_return(out_of_office_service)
+      allow(out_of_office_service).to receive(:perform).and_return(true)
+
+      create(:message, conversation: campaign_conversation, message_type: :incoming)
+
+      expect(MessageTemplates::Template::OutOfOffice).not_to have_received(:new)
+    end
+
+    it 'does not send email collect template on campaign conversations' do
+      contact.update!(email: nil)
+      inbox.update!(enable_email_collect: true)
+
+      email_collect_service = instance_double(MessageTemplates::Template::EmailCollect)
+      allow(MessageTemplates::Template::EmailCollect).to receive(:new).and_return(email_collect_service)
+      allow(email_collect_service).to receive(:perform).and_return(true)
+
+      create(:message, conversation: campaign_conversation, message_type: :incoming)
+
+      expect(MessageTemplates::Template::EmailCollect).not_to have_received(:new)
+    end
+
+    it 'does not send out of office template after handoff on campaign conversations when quota is exceeded' do
+      account.update!(
+        limits: { 'captain_responses' => 100 },
+        custom_attributes: account.custom_attributes.merge('captain_responses_usage' => 100)
+      )
+      inbox.update!(
+        working_hours_enabled: true,
+        out_of_office_message: 'We are currently closed'
+      )
+      inbox.working_hours.find_by(day_of_week: Time.current.in_time_zone(inbox.timezone).wday).update!(
+        closed_all_day: true,
+        open_all_day: false
+      )
+
+      expect do
+        create(:message, conversation: campaign_conversation, message_type: :incoming)
+      end.not_to(change { campaign_conversation.messages.template.count })
+    end
+  end
+
   context 'when Captain quota is exceeded and handoff happens' do
     before do
       account.update!(
diff --git a/spec/enterprise/services/messages/audio_transcription_service_spec.rb b/spec/enterprise/services/messages/audio_transcription_service_spec.rb
index 41a4cae83..7ece2540a 100644
--- a/spec/enterprise/services/messages/audio_transcription_service_spec.rb
+++ b/spec/enterprise/services/messages/audio_transcription_service_spec.rb
@@ -8,8 +8,8 @@ RSpec.describe Messages::AudioTranscriptionService, type: :service do
 
   before do
     # Create required installation configs
-    create(:installation_config, name: 'CAPTAIN_OPEN_AI_API_KEY', value: 'test-api-key')
-    create(:installation_config, name: 'CAPTAIN_OPEN_AI_MODEL', value: 'gpt-4o-mini')
+    InstallationConfig.find_or_create_by!(name: 'CAPTAIN_OPEN_AI_API_KEY') { |config| config.value = 'test-api-key' }
+    InstallationConfig.find_or_create_by!(name: 'CAPTAIN_OPEN_AI_MODEL') { |config| config.value = 'gpt-4o-mini' }
 
     # Mock usage limits for transcription to be available
     allow(account).to receive(:usage_limits).and_return({ captain: { responses: { current_available: 100 } } })
@@ -64,4 +64,24 @@ RSpec.describe Messages::AudioTranscriptionService, type: :service do
       end
     end
   end
+
+  describe '#fetch_audio_file' do
+    let(:service) { described_class.new(attachment) }
+
+    before do
+      attachment.file.attach(
+        io: File.open(Rails.public_path.join('audio/widget/ding.mp3')),
+        filename: 'speech',
+        content_type: 'audio/mpeg'
+      )
+    end
+
+    it 'adds extension from content type when filename has no extension' do
+      temp_file_path = service.send(:fetch_audio_file)
+
+      expect(File.extname(temp_file_path)).to eq('.mpeg')
+    ensure
+      FileUtils.rm_f(temp_file_path) if temp_file_path.present?
+    end
+  end
 end
diff --git a/spec/jobs/auto_assignment/periodic_assignment_job_spec.rb b/spec/jobs/auto_assignment/periodic_assignment_job_spec.rb
index 4b06decd0..e281f79f4 100644
--- a/spec/jobs/auto_assignment/periodic_assignment_job_spec.rb
+++ b/spec/jobs/auto_assignment/periodic_assignment_job_spec.rb
@@ -14,13 +14,13 @@ RSpec.describe AutoAssignment::PeriodicAssignmentJob, type: :job do
   describe '#perform' do
     context 'when account has assignment_v2 feature enabled' do
       before do
-        allow(account).to receive(:feature_enabled?).with('assignment_v2').and_return(true)
+        account.enable_features('assignment_v2')
+        account.save!
         allow(Account).to receive(:find_in_batches).and_yield([account])
       end
 
-      context 'when inbox has auto_assignment_v2 enabled' do
+      context 'when inbox has assignment policy or auto assignment enabled' do
         before do
-          allow(inbox).to receive(:auto_assignment_v2_enabled?).and_return(true)
           inbox_relation = instance_double(ActiveRecord::Relation)
           allow(account).to receive(:inboxes).and_return(inbox_relation)
           allow(inbox_relation).to receive(:joins).with(:assignment_policy).and_return(inbox_relation)
@@ -41,8 +41,8 @@ RSpec.describe AutoAssignment::PeriodicAssignmentJob, type: :job do
           policy2 = create(:assignment_policy, account: account2)
           create(:inbox_assignment_policy, inbox: inbox2, assignment_policy: policy2)
 
-          allow(account2).to receive(:feature_enabled?).with('assignment_v2').and_return(true)
-          allow(inbox2).to receive(:auto_assignment_v2_enabled?).and_return(true)
+          account2.enable_features('assignment_v2')
+          account2.save!
 
           inbox_relation2 = instance_double(ActiveRecord::Relation)
           allow(account2).to receive(:inboxes).and_return(inbox_relation2)
@@ -58,9 +58,10 @@ RSpec.describe AutoAssignment::PeriodicAssignmentJob, type: :job do
         end
       end
 
-      context 'when inbox does not have auto_assignment_v2 enabled' do
+      context 'when inbox does not have assignment policy or auto assignment enabled' do
         before do
-          allow(inbox).to receive(:auto_assignment_v2_enabled?).and_return(false)
+          inbox.update!(enable_auto_assignment: false)
+          InboxAssignmentPolicy.where(inbox: inbox).destroy_all
         end
 
         it 'does not queue assignment job' do
@@ -73,7 +74,6 @@ RSpec.describe AutoAssignment::PeriodicAssignmentJob, type: :job do
 
     context 'when account does not have assignment_v2 feature enabled' do
       before do
-        allow(account).to receive(:feature_enabled?).with('assignment_v2').and_return(false)
         allow(Account).to receive(:find_in_batches).and_yield([account])
       end
 
@@ -90,11 +90,11 @@ RSpec.describe AutoAssignment::PeriodicAssignmentJob, type: :job do
         # Create multiple accounts
         5.times do |_i|
           acc = create(:account)
+          acc.enable_features('assignment_v2')
+          acc.save!
           inb = create(:inbox, account: acc, enable_auto_assignment: true)
           policy = create(:assignment_policy, account: acc)
           create(:inbox_assignment_policy, inbox: inb, assignment_policy: policy)
-          allow(acc).to receive(:feature_enabled?).with('assignment_v2').and_return(true)
-          allow(inb).to receive(:auto_assignment_v2_enabled?).and_return(true)
 
           inbox_relation = instance_double(ActiveRecord::Relation)
           allow(acc).to receive(:inboxes).and_return(inbox_relation)
diff --git a/spec/lib/linear_spec.rb b/spec/lib/linear_spec.rb
index e15f64382..65c7cb664 100644
--- a/spec/lib/linear_spec.rb
+++ b/spec/lib/linear_spec.rb
@@ -93,6 +93,30 @@ describe Linear do
     end
     let(:user) { instance_double(User, name: 'John Doe', avatar_url: 'https://example.com/avatar.jpg') }
 
+    context 'when description contains double quotes' do
+      it 'produces valid GraphQL by escaping the quotes' do
+        allow(linear_client).to receive(:post) do |payload|
+          expect(payload[:query]).to include('description: "the sender is \\"Bot\\"')
+          instance_double(HTTParty::Response, success?: true,
+                                              parsed_response: { 'data' => { 'issueCreate' => { 'id' => 'issue1', 'title' => 'Title' } } })
+        end
+
+        linear_client.create_issue(params.merge(description: 'the sender is "Bot"'))
+      end
+    end
+
+    context 'when description contains backslashes' do
+      it 'produces valid GraphQL by escaping the backslashes' do
+        allow(linear_client).to receive(:post) do |payload|
+          expect(payload[:query]).to include('description: "path\\\\to\\\\file"')
+          instance_double(HTTParty::Response, success?: true,
+                                              parsed_response: { 'data' => { 'issueCreate' => { 'id' => 'issue1', 'title' => 'Title' } } })
+        end
+
+        linear_client.create_issue(params.merge(description: 'path\\to\\file'))
+      end
+    end
+
     context 'when the API response is success' do
       before do
         stub_request(:post, url)
@@ -213,6 +237,18 @@ describe Linear do
     let(:title) { 'Title' }
     let(:user) { instance_double(User, name: 'John Doe', avatar_url: 'https://example.com/avatar.jpg') }
 
+    context 'when title contains double quotes' do
+      it 'produces valid GraphQL by escaping the quotes' do
+        allow(linear_client).to receive(:post) do |payload|
+          expect(payload[:query]).to include('title: "say \\"hello\\"')
+          instance_double(HTTParty::Response, success?: true,
+                                              parsed_response: { 'data' => { 'attachmentLinkURL' => { 'id' => 'attachment1' } } })
+        end
+
+        linear_client.link_issue(link, issue_id, 'say "hello"')
+      end
+    end
+
     context 'when the API response is success' do
       before do
         stub_request(:post, url)
@@ -332,6 +368,18 @@ describe Linear do
   context 'when querying issues' do
     let(:term) { 'term' }
 
+    context 'when search term contains double quotes' do
+      it 'produces valid GraphQL by escaping the quotes' do
+        allow(linear_client).to receive(:post) do |payload|
+          expect(payload[:query]).to include('term: "find \\"Bot\\"')
+          instance_double(HTTParty::Response, success?: true,
+                                              parsed_response: { 'data' => { 'searchIssues' => { 'nodes' => [] } } })
+        end
+
+        linear_client.search_issue('find "Bot"')
+      end
+    end
+
     context 'when the API response is success' do
       before do
         stub_request(:post, url)
diff --git a/spec/lib/webhooks/trigger_spec.rb b/spec/lib/webhooks/trigger_spec.rb
index 78bf361c4..79cf92150 100644
--- a/spec/lib/webhooks/trigger_spec.rb
+++ b/spec/lib/webhooks/trigger_spec.rb
@@ -74,10 +74,11 @@ describe Webhooks::Trigger do
 
     context 'when webhook type is agent bot' do
       let(:webhook_type) { :agent_bot_webhook }
+      let!(:pending_conversation) { create(:conversation, inbox: inbox, status: :pending, account: account) }
+      let!(:pending_message) { create(:message, account: account, inbox: inbox, conversation: pending_conversation) }
 
       it 'reopens conversation and enqueues activity message if pending' do
-        conversation.update(status: :pending)
-        payload = { event: 'message_created', conversation: { id: conversation.id }, id: message.id }
+        payload = { event: 'message_created', id: pending_message.id }
 
         expect(RestClient::Request).to receive(:execute)
           .with(
@@ -92,11 +93,11 @@ describe Webhooks::Trigger do
           perform_enqueued_jobs do
             trigger.execute(url, payload, webhook_type)
           end
-        end.not_to(change { message.reload.status })
+        end.not_to(change { pending_message.reload.status })
 
-        expect(conversation.reload.status).to eq('open')
+        expect(pending_conversation.reload.status).to eq('open')
 
-        activity_message = conversation.reload.messages.order(:created_at).last
+        activity_message = pending_conversation.reload.messages.order(:created_at).last
         expect(activity_message.message_type).to eq('activity')
         expect(activity_message.content).to eq(agent_bot_error_content)
       end
@@ -118,9 +119,52 @@ describe Webhooks::Trigger do
         end.not_to(change { message.reload.status })
 
         expect(Conversations::ActivityMessageJob).not_to have_been_enqueued
-
         expect(conversation.reload.status).to eq('open')
       end
+
+      it 'keeps conversation pending when keep_pending_on_bot_failure setting is enabled' do
+        account.update(keep_pending_on_bot_failure: true)
+        payload = { event: 'message_created', id: pending_message.id }
+
+        expect(RestClient::Request).to receive(:execute)
+          .with(
+            method: :post,
+            url: url,
+            payload: payload.to_json,
+            headers: { content_type: :json, accept: :json },
+            timeout: webhook_timeout
+          ).and_raise(RestClient::ExceptionWithResponse.new('error', 500)).once
+
+        trigger.execute(url, payload, webhook_type)
+
+        expect(Conversations::ActivityMessageJob).not_to have_been_enqueued
+        expect(pending_conversation.reload.status).to eq('pending')
+      end
+
+      it 'reopens conversation when keep_pending_on_bot_failure setting is disabled' do
+        account.update(keep_pending_on_bot_failure: false)
+        payload = { event: 'message_created', id: pending_message.id }
+
+        expect(RestClient::Request).to receive(:execute)
+          .with(
+            method: :post,
+            url: url,
+            payload: payload.to_json,
+            headers: { content_type: :json, accept: :json },
+            timeout: webhook_timeout
+          ).and_raise(RestClient::ExceptionWithResponse.new('error', 500)).once
+        expect do
+          perform_enqueued_jobs do
+            trigger.execute(url, payload, webhook_type)
+          end
+        end.not_to(change { pending_message.reload.status })
+
+        expect(pending_conversation.reload.status).to eq('open')
+
+        activity_message = pending_conversation.reload.messages.order(:created_at).last
+        expect(activity_message.message_type).to eq('activity')
+        expect(activity_message.content).to eq(agent_bot_error_content)
+      end
     end
   end
 
diff --git a/spec/presenters/mail_presenter_spec.rb b/spec/presenters/mail_presenter_spec.rb
index bbe51c52d..f5ed27537 100644
--- a/spec/presenters/mail_presenter_spec.rb
+++ b/spec/presenters/mail_presenter_spec.rb
@@ -178,5 +178,85 @@ RSpec.describe MailPresenter do
         expect(decorated_mail.serialized_data[:auto_reply]).to be_falsey
       end
     end
+
+    describe 'malformed sender headers' do
+      let(:mail_with_malformed_from) do
+        Mail.new do
+          header['From'] = 'Kevin McDonald <info@example.com'
+          to 'Inbox <inbox@example.com>'
+          subject :header
+          body 'Hi'
+        end
+      end
+
+      let(:mail_with_malformed_reply_to) do
+        Mail.new do
+          from 'Sender <sender@example.com>'
+          to 'Inbox <inbox@example.com>'
+          subject :header
+          body 'Hi'
+          header['Reply-To'] = 'Reply User <reply@example.com'
+        end
+      end
+
+      let(:mail_with_original_sender_header) do
+        Mail.new do
+          from 'Sender <sender@example.com>'
+          to 'Inbox <inbox@example.com>'
+          subject :header
+          body 'Hi'
+          header['Reply-To'] = 'Reply User <reply@example.com'
+          header['X-Original-Sender'] = 'Forwarded Sender <forwarded.sender@example.com>'
+        end
+      end
+
+      let(:mail_with_invalid_original_sender_header) do
+        Mail.new do
+          from 'Sender <sender@example.com>'
+          to 'Inbox <inbox@example.com>'
+          subject :header
+          body 'Hi'
+          header['Reply-To'] = 'Reply User <reply@example.com'
+          header['X-Original-Sender'] = 'not an email address'
+        end
+      end
+
+      it 'returns nil sender values when from header is malformed' do
+        presenter = described_class.new(mail_with_malformed_from)
+
+        expect(presenter.original_sender).to be_nil
+        expect(presenter.sender_name).to be_nil
+        expect(presenter.notification_email_from_chatwoot?).to be(false)
+      end
+
+      it 'falls back to from header when reply_to is malformed' do
+        presenter = described_class.new(mail_with_malformed_reply_to)
+        expect(presenter.original_sender).to eq('sender@example.com')
+      end
+
+      it 'uses parsed X-Original-Sender value when available' do
+        presenter = described_class.new(mail_with_original_sender_header)
+        expect(presenter.original_sender).to eq('forwarded.sender@example.com')
+      end
+
+      it 'falls back to from when X-Original-Sender is invalid' do
+        presenter = described_class.new(mail_with_invalid_original_sender_header)
+        expect(presenter.original_sender).to eq('sender@example.com')
+      end
+
+      it 'matches notification sender emails case-insensitively' do
+        mail_with_uppercase_sender = Mail.new do
+          from 'Chatwoot <ACCOUNTS@CHATWOOT.COM>'
+          to 'Inbox <inbox@example.com>'
+          subject :header
+          body 'Hi'
+        end
+
+        with_modified_env MAILER_SENDER_EMAIL: 'Chatwoot <accounts@chatwoot.com>' do
+          presenter = described_class.new(mail_with_uppercase_sender)
+          expect(presenter.notification_email_from_chatwoot?).to be(true)
+        end
+      end
+    end
   end
 end
diff --git a/spec/services/account_deletion_service_spec.rb b/spec/services/account_deletion_service_spec.rb
index 6b263c5b3..bd1dc88ee 100644
--- a/spec/services/account_deletion_service_spec.rb
+++ b/spec/services/account_deletion_service_spec.rb
@@ -46,7 +46,8 @@ RSpec.describe AccountDeletionService do
 
         # Reload the user to get the updated email
         user_with_one_account.reload
-        expect(user_with_one_account.email).to eq("#{original_email}-deleted.com")
+        expect(user_with_one_account.email).to eq("#{user_with_one_account.id}@chatwoot-deleted.invalid")
+        expect(user_with_one_account.email).not_to eq(original_email)
       end
 
       it 'does not modify emails for users belonging to multiple accounts' do
diff --git a/spec/services/auto_assignment/assignment_service_spec.rb b/spec/services/auto_assignment/assignment_service_spec.rb
index 535277714..36a8c7816 100644
--- a/spec/services/auto_assignment/assignment_service_spec.rb
+++ b/spec/services/auto_assignment/assignment_service_spec.rb
@@ -10,8 +10,9 @@ RSpec.describe AutoAssignment::AssignmentService do
   let(:conversation) { create(:conversation, inbox: inbox, assignee: nil) }
 
   before do
-    # Enable assignment_v2 feature for the account
-    allow(account).to receive(:feature_enabled?).with('assignment_v2').and_return(true)
+    # Enable assignment_v2 feature for the account (basic assignment features)
+    account.enable_features('assignment_v2')
+    account.save!
     # Link inbox to assignment policy
     create(:inbox_assignment_policy, inbox: inbox, assignment_policy: assignment_policy)
     create(:inbox_member, inbox: inbox, user: agent)
@@ -306,5 +307,52 @@ RSpec.describe AutoAssignment::AssignmentService do
         end
       end
     end
+
+    context 'with team assignments' do
+      let(:team) { create(:team, account: account, allow_auto_assign: true) }
+      let(:team_member) { create(:user, account: account, role: :agent, availability: :online) }
+      let(:rate_limiter) { instance_double(AutoAssignment::RateLimiter) }
+
+      before do
+        create(:team_member, team: team, user: team_member)
+        create(:inbox_member, inbox: inbox, user: team_member)
+
+        allow(OnlineStatusTracker).to receive(:get_available_users).and_return({ team_member.id.to_s => 'online' })
+
+        allow(AutoAssignment::RateLimiter).to receive(:new).and_return(rate_limiter)
+        allow(rate_limiter).to receive(:within_limit?).and_return(true)
+        allow(rate_limiter).to receive(:track_assignment)
+
+        round_robin_selector = instance_double(AutoAssignment::RoundRobinSelector)
+        allow(AutoAssignment::RoundRobinSelector).to receive(:new).and_return(round_robin_selector)
+        allow(round_robin_selector).to receive(:select_agent).and_return(team_member)
+      end
+
+      it 'assigns conversation with team to team member' do
+        conversation_with_team = create(:conversation, inbox: inbox, team: team, assignee: nil)
+
+        service.perform_bulk_assignment(limit: 1)
+
+        expect(conversation_with_team.reload.assignee).to eq(team_member)
+      end
+
+      it 'skips assignment when team has allow_auto_assign false' do
+        team.update!(allow_auto_assign: false)
+        conversation_with_team = create(:conversation, inbox: inbox, team: team, assignee: nil)
+
+        service.perform_bulk_assignment(limit: 1)
+
+        expect(conversation_with_team.reload.assignee).to be_nil
+      end
+
+      it 'skips assignment when no team members are available' do
+        allow(OnlineStatusTracker).to receive(:get_available_users).and_return({})
+        conversation_with_team = create(:conversation, inbox: inbox, team: team, assignee: nil)
+
+        service.perform_bulk_assignment(limit: 1)
+
+        expect(conversation_with_team.reload.assignee).to be_nil
+      end
+    end
   end
 end
diff --git a/spec/services/auto_assignment/rate_limiter_spec.rb b/spec/services/auto_assignment/rate_limiter_spec.rb
index 48a5367e3..d5c3de047 100644
--- a/spec/services/auto_assignment/rate_limiter_spec.rb
+++ b/spec/services/auto_assignment/rate_limiter_spec.rb
@@ -59,8 +59,9 @@ RSpec.describe AutoAssignment::RateLimiter do
         allow(inbox).to receive(:assignment_policy).and_return(nil)
       end
 
-      it 'does not track the assignment' do
-        expect(Redis::Alfred).not_to receive(:set)
+      it 'still tracks the assignment with default window' do
+        expected_key = format(Redis::RedisKeys::ASSIGNMENT_KEY, inbox_id: inbox.id, agent_id: agent.id, conversation_id: conversation.id)
+        expect(Redis::Alfred).to receive(:set).with(expected_key, conversation.id.to_s, ex: 24.hours.to_i)
         rate_limiter.track_assignment(conversation)
       end
     end
diff --git a/spec/services/message_templates/hook_execution_service_spec.rb b/spec/services/message_templates/hook_execution_service_spec.rb
index 13a820f17..fb9437111 100644
--- a/spec/services/message_templates/hook_execution_service_spec.rb
+++ b/spec/services/message_templates/hook_execution_service_spec.rb
@@ -111,6 +111,40 @@ describe MessageTemplates::HookExecutionService do
     end
   end
 
+  context 'when conversation has a campaign' do
+    let(:campaign) { create(:campaign) }
+
+    it 'does not call ::MessageTemplates::Template::Greeting on campaign conversations' do
+      contact = create(:contact, email: nil)
+      conversation = create(:conversation, contact: contact, campaign: campaign)
+      conversation.inbox.update(greeting_enabled: true, greeting_message: 'Hi, this is a greeting message', enable_email_collect: false)
+
+      greeting_service = double
+      allow(MessageTemplates::Template::Greeting).to receive(:new).and_return(greeting_service)
+      allow(greeting_service).to receive(:perform).and_return(true)
+
+      create(:message, conversation: conversation)
+
+      expect(MessageTemplates::Template::Greeting).not_to have_received(:new)
+    end
+
+    it 'does not call ::MessageTemplates::Template::OutOfOffice on campaign conversations' do
+      contact = create(:contact)
+      conversation = create(:conversation, contact: contact, campaign: campaign)
+
+      conversation.inbox.update(working_hours_enabled: true, out_of_office_message: 'We are out of office')
+      conversation.inbox.working_hours.today.update!(closed_all_day: true)
+
+      out_of_office_service = double
+      allow(MessageTemplates::Template::OutOfOffice).to receive(:new).and_return(out_of_office_service)
+      allow(out_of_office_service).to receive(:perform).and_return(true)
+
+      create(:message, conversation: conversation)
+
+      expect(MessageTemplates::Template::OutOfOffice).not_to have_received(:new)
+    end
+  end
+
   context 'when message is an auto reply email' do
     it 'does not call any template hooks' do
       contact = create(:contact)
diff --git a/spec/services/whatsapp/incoming_message_service_spec.rb b/spec/services/whatsapp/incoming_message_service_spec.rb
index 6c23e9b71..2ecf60acb 100644
--- a/spec/services/whatsapp/incoming_message_service_spec.rb
+++ b/spec/services/whatsapp/incoming_message_service_spec.rb
@@ -6,6 +6,14 @@ describe Whatsapp::IncomingMessageService do
       stub_request(:post, 'https://waba.360dialog.io/v1/configs/webhook')
     end
 
+    after do
+      # The atomic dedup lock lives in Redis and is not rolled back by
+      # transactional fixtures. Clean up any keys created during the test.
+      Redis::Alfred.scan_each(match: 'MESSAGE_SOURCE_KEY::*') do |key|
+        Redis::Alfred.delete(key)
+      end
+    end
+
     let!(:whatsapp_channel) { create(:channel_whatsapp, sync_templates: false) }
     let(:wa_id) { '2423423243' }
     let!(:params) do
@@ -393,8 +401,8 @@ describe Whatsapp::IncomingMessageService do
       end
     end
 
-    describe 'when message processing is in progress' do
-      it 'ignores the current message creation request' do
+    describe 'when another worker already holds the dedup lock' do
+      it 'skips message creation' do
         params = { 'contacts' => [{ 'profile' => { 'name' => 'Kedar' }, 'wa_id' => '919746334593' }],
                    'messages' => [{ 'from' => '919446284490',
                                     'id' => 'wamid.SDFADSf23sfasdafasdfa',
@@ -409,17 +417,14 @@ describe Whatsapp::IncomingMessageService do
                                         'phones' => [{ 'phone' => '+1 (415) 341-8386' }] }
                                     ] }] }.with_indifferent_access
 
-        expect(Message.find_by(source_id: 'wamid.SDFADSf23sfasdafasdfa')).not_to be_present
-        key = format(Redis::RedisKeys::MESSAGE_SOURCE_KEY, id: 'wamid.SDFADSf23sfasdafasdfa')
-
-        Redis::Alfred.setex(key, true)
-        expect(Redis::Alfred.get(key)).to be_truthy
+        # Simulate another worker holding the lock
+        lock = Whatsapp::MessageDedupLock.new('wamid.SDFADSf23sfasdafasdfa')
+        expect(lock.acquire!).to be_truthy
 
         described_class.new(inbox: whatsapp_channel.inbox, params: params).perform
         expect(whatsapp_channel.inbox.messages.count).to eq(0)
-        expect(Message.find_by(source_id: 'wamid.SDFADSf23sfasdafasdfa')).not_to be_present
-
-        expect(Redis::Alfred.get(key)).to be_truthy
+      ensure
+        key = format(Redis::RedisKeys::MESSAGE_SOURCE_KEY, id: 'wamid.SDFADSf23sfasdafasdfa')
         Redis::Alfred.delete(key)
       end
     end
diff --git a/spec/services/whatsapp/incoming_message_whatsapp_cloud_service_spec.rb b/spec/services/whatsapp/incoming_message_whatsapp_cloud_service_spec.rb
index 2ac3bb651..4b6841811 100644
--- a/spec/services/whatsapp/incoming_message_whatsapp_cloud_service_spec.rb
+++ b/spec/services/whatsapp/incoming_message_whatsapp_cloud_service_spec.rb
@@ -2,6 +2,10 @@ require 'rails_helper'
 
 describe Whatsapp::IncomingMessageWhatsappCloudService do
   describe '#perform' do
+    after do
+      Redis::Alfred.scan_each(match: 'MESSAGE_SOURCE_KEY::*') { |key| Redis::Alfred.delete(key) }
+    end
+
     let!(:whatsapp_channel) { create(:channel_whatsapp, provider: 'whatsapp_cloud', sync_templates: false, validate_provider_config: false) }
     let(:params) do
       {
@@ -102,6 +106,65 @@ describe Whatsapp::IncomingMessageWhatsappCloudService do
         expect(whatsapp_channel.inbox.messages.count).to eq(0)
       end
     end
+
+    context 'when message is a reply (has context)' do
+      let(:reply_params) do
+        {
+          phone_number: whatsapp_channel.phone_number,
+          object: 'whatsapp_business_account',
+          entry: [{
+            changes: [{
+              value: {
+                contacts: [{ profile: { name: 'Pranav' }, wa_id: '16503071063' }],
+                messages: [{
+                  context: {
+                    from: '16503071063',
+                    id: 'wamid.ORIGINAL_MESSAGE_ID'
+                  },
+                  from: '16503071063',
+                  id: 'wamid.REPLY_MESSAGE_ID',
+                  timestamp: '1770407829',
+                  text: { body: 'This is a reply' },
+                  type: 'text'
+                }]
+              }
+            }]
+          }]
+        }.with_indifferent_access
+      end
+
+      context 'when the original message exists in Chatwoot' do
+        it 'sets in_reply_to to reference the existing message' do
+          # Create a conversation and the original message that will be replied to first
+          contact = create(:contact, phone_number: '+16503071063', account: whatsapp_channel.account)
+          contact_inbox = create(:contact_inbox, contact: contact, inbox: whatsapp_channel.inbox, source_id: '16503071063')
+          conversation = create(:conversation, contact: contact, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+
+          original_message = create(:message,
+                                    conversation: conversation,
+                                    source_id: 'wamid.ORIGINAL_MESSAGE_ID',
+                                    content: 'Original message')
+
+          described_class.new(inbox: whatsapp_channel.inbox, params: reply_params).perform
+
+          reply_message = whatsapp_channel.inbox.messages.last
+          expect(reply_message.content).to eq('This is a reply')
+          expect(reply_message.content_attributes['in_reply_to']).to eq(original_message.id)
+          expect(reply_message.content_attributes['in_reply_to_external_id']).to eq('wamid.ORIGINAL_MESSAGE_ID')
+        end
+      end
+
+      context 'when the original message does not exist in Chatwoot' do
+        it 'does not set in_reply_to (discards the reply reference)' do
+          described_class.new(inbox: whatsapp_channel.inbox, params: reply_params).perform
+
+          reply_message = whatsapp_channel.inbox.messages.last
+          expect(reply_message.content).to eq('This is a reply')
+          expect(reply_message.content_attributes['in_reply_to']).to be_nil
+          expect(reply_message.content_attributes['in_reply_to_external_id']).to be_nil
+        end
+      end
+    end
   end
 
   # Métodos auxiliares para reduzir o tamanho do exemplo
diff --git a/spec/services/whatsapp/message_dedup_lock_spec.rb b/spec/services/whatsapp/message_dedup_lock_spec.rb
new file mode 100644
index 000000000..f3009b2ff
--- /dev/null
+++ b/spec/services/whatsapp/message_dedup_lock_spec.rb
@@ -0,0 +1,43 @@
+require 'rails_helper'
+
+describe Whatsapp::MessageDedupLock do
+  let(:source_id) { "wamid.test_#{SecureRandom.hex(8)}" }
+  let(:lock) { described_class.new(source_id) }
+  let(:redis_key) { format(Redis::RedisKeys::MESSAGE_SOURCE_KEY, id: source_id) }
+
+  after { Redis::Alfred.delete(redis_key) }
+
+  describe '#acquire!' do
+    it 'returns truthy on first acquire' do
+      expect(lock.acquire!).to be_truthy
+    end
+
+    it 'returns falsy on second acquire for the same source_id' do
+      lock.acquire!
+      expect(described_class.new(source_id).acquire!).to be_falsy
+    end
+
+    it 'allows different source_ids to acquire independently' do
+      lock.acquire!
+      other = described_class.new("wamid.other_#{SecureRandom.hex(8)}")
+      expect(other.acquire!).to be_truthy
+    end
+
+    it 'lets exactly one thread win when two race for the same source_id' do
+      results = Concurrent::Array.new
+      barrier = Concurrent::CyclicBarrier.new(2)
+
+      threads = Array.new(2) do
+        Thread.new do
+          barrier.wait
+          results << described_class.new(source_id).acquire!
+        end
+      end
+
+      threads.each(&:join)
+
+      wins = results.count { |r| r }
+      expect(wins).to eq(1), "Expected exactly 1 winner but got #{wins}. Results: #{results.inspect}"
+    end
+  end
+end
diff --git a/swagger/definitions/index.yml b/swagger/definitions/index.yml
index 1e64bf97b..1033da7dd 100644
--- a/swagger/definitions/index.yml
+++ b/swagger/definitions/index.yml
@@ -229,6 +229,8 @@ first_response_time_distribution:
   $ref: './resource/reports/first_response_time_distribution.yml'
 inbox_label_matrix:
   $ref: './resource/reports/inbox_label_matrix.yml'
+outgoing_messages_count:
+  $ref: './resource/reports/outgoing_messages_count.yml'
 inbox_summary:
   $ref: './resource/reports/inbox_summary.yml'
 agent_summary:
diff --git a/swagger/definitions/resource/reports/outgoing_messages_count.yml b/swagger/definitions/resource/reports/outgoing_messages_count.yml
new file mode 100644
index 000000000..d7c55ed59
--- /dev/null
+++ b/swagger/definitions/resource/reports/outgoing_messages_count.yml
@@ -0,0 +1,21 @@
+type: array
+description: Outgoing messages count report grouped by entity (agent, team, inbox, or label).
+items:
+  type: object
+  properties:
+    id:
+      type: number
+      description: The ID of the grouped entity (agent, team, inbox, or label).
+    name:
+      type: string
+      description: The name of the grouped entity.
+    outgoing_messages_count:
+      type: number
+      description: The total number of outgoing messages for this entity in the given time range.
+example:
+  - id: 1
+    name: Agent One
+    outgoing_messages_count: 42
+  - id: 2
+    name: Agent Two
+    outgoing_messages_count: 18
diff --git a/swagger/paths/application/reports/outgoing_messages_count.yml b/swagger/paths/application/reports/outgoing_messages_count.yml
new file mode 100644
index 000000000..af7eaae45
--- /dev/null
+++ b/swagger/paths/application/reports/outgoing_messages_count.yml
@@ -0,0 +1,36 @@
+tags:
+  - Reports
+operationId: get-outgoing-messages-count
+summary: Get outgoing messages count grouped by entity
+security:
+  - userApiKey: []
+description: |
+  Get the count of outgoing messages grouped by a specified entity (agent, team, inbox, or label).
+  When grouped by agent, messages sent by bots (AgentBot, Captain::Assistant) are excluded.
+
+  **Note:** This API endpoint is available only in Chatwoot version 4.11.0 and above.
+parameters:
+  - in: query
+    name: group_by
+    required: true
+    schema:
+      type: string
+      enum:
+        - agent
+        - team
+        - inbox
+        - label
+    description: The entity to group outgoing message counts by.
+responses:
+  '200':
+    description: Success
+    content:
+      application/json:
+        schema:
+          $ref: '#/components/schemas/outgoing_messages_count'
+  '403':
+    description: Access denied
+    content:
+      application/json:
+        schema:
+          $ref: '#/components/schemas/bad_request_error'
diff --git a/swagger/paths/index.yml b/swagger/paths/index.yml
index 24e460b4c..284bb7825 100644
--- a/swagger/paths/index.yml
+++ b/swagger/paths/index.yml
@@ -770,6 +770,23 @@
   get:
     $ref: './application/reports/inbox_label_matrix.yml'
 
+# Outgoing messages count report
+/api/v2/accounts/{account_id}/reports/outgoing_messages_count:
+  parameters:
+    - $ref: '#/components/parameters/account_id'
+    - in: query
+      name: since
+      schema:
+        type: string
+      description: The timestamp from where report should start (Unix timestamp).
+    - in: query
+      name: until
+      schema:
+        type: string
+      description: The timestamp from where report should stop (Unix timestamp).
+  get:
+    $ref: './application/reports/outgoing_messages_count.yml'
+
 # Conversations Messages
 /accounts/{account_id}/conversations/{conversation_id}/messages:
   parameters:
diff --git a/swagger/swagger.json b/swagger/swagger.json
index 934864911..adde81e9f 100644
--- a/swagger/swagger.json
+++ b/swagger/swagger.json
@@ -8274,6 +8274,81 @@
         }
       }
     },
+    "/api/v2/accounts/{account_id}/reports/outgoing_messages_count": {
+      "parameters": [
+        {
+          "$ref": "#/components/parameters/account_id"
+        },
+        {
+          "in": "query",
+          "name": "since",
+          "schema": {
+            "type": "string"
+          },
+          "description": "The timestamp from where report should start (Unix timestamp)."
+        },
+        {
+          "in": "query",
+          "name": "until",
+          "schema": {
+            "type": "string"
+          },
+          "description": "The timestamp from where report should stop (Unix timestamp)."
+        }
+      ],
+      "get": {
+        "tags": [
+          "Reports"
+        ],
+        "operationId": "get-outgoing-messages-count",
+        "summary": "Get outgoing messages count grouped by entity",
+        "security": [
+          {
+            "userApiKey": []
+          }
+        ],
+        "description": "Get the count of outgoing messages grouped by a specified entity (agent, team, inbox, or label).\nWhen grouped by agent, messages sent by bots (AgentBot, Captain::Assistant) are excluded.\n\n**Note:** This API endpoint is available only in Chatwoot version 4.11.0 and above.\n",
+        "parameters": [
+          {
+            "in": "query",
+            "name": "group_by",
+            "required": true,
+            "schema": {
+              "type": "string",
+              "enum": [
+                "agent",
+                "team",
+                "inbox",
+                "label"
+              ]
+            },
+            "description": "The entity to group outgoing message counts by."
+          }
+        ],
+        "responses": {
+          "200": {
+            "description": "Success",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/outgoing_messages_count"
+                }
+              }
+            }
+          },
+          "403": {
+            "description": "Access denied",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/bad_request_error"
+                }
+              }
+            }
+          }
+        }
+      }
+    },
     "/accounts/{account_id}/conversations/{conversation_id}/messages": {
       "parameters": [
         {
@@ -12243,6 +12318,39 @@
           ]
         }
       },
+      "outgoing_messages_count": {
+        "type": "array",
+        "description": "Outgoing messages count report grouped by entity (agent, team, inbox, or label).",
+        "items": {
+          "type": "object",
+          "properties": {
+            "id": {
+              "type": "number",
+              "description": "The ID of the grouped entity (agent, team, inbox, or label)."
+            },
+            "name": {
+              "type": "string",
+              "description": "The name of the grouped entity."
+            },
+            "outgoing_messages_count": {
+              "type": "number",
+              "description": "The total number of outgoing messages for this entity in the given time range."
+            }
+          }
+        },
+        "example": [
+          {
+            "id": 1,
+            "name": "Agent One",
+            "outgoing_messages_count": 42
+          },
+          {
+            "id": 2,
+            "name": "Agent Two",
+            "outgoing_messages_count": 18
+          }
+        ]
+      },
       "inbox_summary": {
         "type": "array",
         "description": "Inbox summary report containing conversation statistics grouped by inbox.",
diff --git a/swagger/tag_groups/application_swagger.json b/swagger/tag_groups/application_swagger.json
index 77a95da33..748722875 100644
--- a/swagger/tag_groups/application_swagger.json
+++ b/swagger/tag_groups/application_swagger.json
@@ -6816,6 +6816,81 @@
           }
         }
       }
+    },
+    "/api/v2/accounts/{account_id}/reports/outgoing_messages_count": {
+      "parameters": [
+        {
+          "$ref": "#/components/parameters/account_id"
+        },
+        {
+          "in": "query",
+          "name": "since",
+          "schema": {
+            "type": "string"
+          },
+          "description": "The timestamp from where report should start (Unix timestamp)."
+        },
+        {
+          "in": "query",
+          "name": "until",
+          "schema": {
+            "type": "string"
+          },
+          "description": "The timestamp from where report should stop (Unix timestamp)."
+        }
+      ],
+      "get": {
+        "tags": [
+          "Reports"
+        ],
+        "operationId": "get-outgoing-messages-count",
+        "summary": "Get outgoing messages count grouped by entity",
+        "security": [
+          {
+            "userApiKey": []
+          }
+        ],
+        "description": "Get the count of outgoing messages grouped by a specified entity (agent, team, inbox, or label).\nWhen grouped by agent, messages sent by bots (AgentBot, Captain::Assistant) are excluded.\n\n**Note:** This API endpoint is available only in Chatwoot version 4.11.0 and above.\n",
+        "parameters": [
+          {
+            "in": "query",
+            "name": "group_by",
+            "required": true,
+            "schema": {
+              "type": "string",
+              "enum": [
+                "agent",
+                "team",
+                "inbox",
+                "label"
+              ]
+            },
+            "description": "The entity to group outgoing message counts by."
+          }
+        ],
+        "responses": {
+          "200": {
+            "description": "Success",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/outgoing_messages_count"
+                }
+              }
+            }
+          },
+          "403": {
+            "description": "Access denied",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/bad_request_error"
+                }
+              }
+            }
+          }
+        }
+      }
     }
   },
   "components": {
@@ -10750,6 +10825,39 @@
           ]
         }
       },
+      "outgoing_messages_count": {
+        "type": "array",
+        "description": "Outgoing messages count report grouped by entity (agent, team, inbox, or label).",
+        "items": {
+          "type": "object",
+          "properties": {
+            "id": {
+              "type": "number",
+              "description": "The ID of the grouped entity (agent, team, inbox, or label)."
+            },
+            "name": {
+              "type": "string",
+              "description": "The name of the grouped entity."
+            },
+            "outgoing_messages_count": {
+              "type": "number",
+              "description": "The total number of outgoing messages for this entity in the given time range."
+            }
+          }
+        },
+        "example": [
+          {
+            "id": 1,
+            "name": "Agent One",
+            "outgoing_messages_count": 42
+          },
+          {
+            "id": 2,
+            "name": "Agent Two",
+            "outgoing_messages_count": 18
+          }
+        ]
+      },
       "inbox_summary": {
         "type": "array",
         "description": "Inbox summary report containing conversation statistics grouped by inbox.",
diff --git a/swagger/tag_groups/client_swagger.json b/swagger/tag_groups/client_swagger.json
index a786aebea..ebeb4a9cb 100644
--- a/swagger/tag_groups/client_swagger.json
+++ b/swagger/tag_groups/client_swagger.json
@@ -4558,6 +4558,39 @@
           ]
         }
       },
+      "outgoing_messages_count": {
+        "type": "array",
+        "description": "Outgoing messages count report grouped by entity (agent, team, inbox, or label).",
+        "items": {
+          "type": "object",
+          "properties": {
+            "id": {
+              "type": "number",
+              "description": "The ID of the grouped entity (agent, team, inbox, or label)."
+            },
+            "name": {
+              "type": "string",
+              "description": "The name of the grouped entity."
+            },
+            "outgoing_messages_count": {
+              "type": "number",
+              "description": "The total number of outgoing messages for this entity in the given time range."
+            }
+          }
+        },
+        "example": [
+          {
+            "id": 1,
+            "name": "Agent One",
+            "outgoing_messages_count": 42
+          },
+          {
+            "id": 2,
+            "name": "Agent Two",
+            "outgoing_messages_count": 18
+          }
+        ]
+      },
       "inbox_summary": {
         "type": "array",
         "description": "Inbox summary report containing conversation statistics grouped by inbox.",
diff --git a/swagger/tag_groups/other_swagger.json b/swagger/tag_groups/other_swagger.json
index 12dd566c4..9aa9f5a7a 100644
--- a/swagger/tag_groups/other_swagger.json
+++ b/swagger/tag_groups/other_swagger.json
@@ -3973,6 +3973,39 @@
           ]
         }
       },
+      "outgoing_messages_count": {
+        "type": "array",
+        "description": "Outgoing messages count report grouped by entity (agent, team, inbox, or label).",
+        "items": {
+          "type": "object",
+          "properties": {
+            "id": {
+              "type": "number",
+              "description": "The ID of the grouped entity (agent, team, inbox, or label)."
+            },
+            "name": {
+              "type": "string",
+              "description": "The name of the grouped entity."
+            },
+            "outgoing_messages_count": {
+              "type": "number",
+              "description": "The total number of outgoing messages for this entity in the given time range."
+            }
+          }
+        },
+        "example": [
+          {
+            "id": 1,
+            "name": "Agent One",
+            "outgoing_messages_count": 42
+          },
+          {
+            "id": 2,
+            "name": "Agent Two",
+            "outgoing_messages_count": 18
+          }
+        ]
+      },
       "inbox_summary": {
         "type": "array",
         "description": "Inbox summary report containing conversation statistics grouped by inbox.",
diff --git a/swagger/tag_groups/platform_swagger.json b/swagger/tag_groups/platform_swagger.json
index fd74b12e5..a830a8d56 100644
--- a/swagger/tag_groups/platform_swagger.json
+++ b/swagger/tag_groups/platform_swagger.json
@@ -4734,6 +4734,39 @@
           ]
         }
       },
+      "outgoing_messages_count": {
+        "type": "array",
+        "description": "Outgoing messages count report grouped by entity (agent, team, inbox, or label).",
+        "items": {
+          "type": "object",
+          "properties": {
+            "id": {
+              "type": "number",
+              "description": "The ID of the grouped entity (agent, team, inbox, or label)."
+            },
+            "name": {
+              "type": "string",
+              "description": "The name of the grouped entity."
+            },
+            "outgoing_messages_count": {
+              "type": "number",
+              "description": "The total number of outgoing messages for this entity in the given time range."
+            }
+          }
+        },
+        "example": [
+          {
+            "id": 1,
+            "name": "Agent One",
+            "outgoing_messages_count": 42
+          },
+          {
+            "id": 2,
+            "name": "Agent Two",
+            "outgoing_messages_count": 18
+          }
+        ]
+      },
       "inbox_summary": {
         "type": "array",
         "description": "Inbox summary report containing conversation statistics grouped by inbox.",