diff --git a/app/controllers/api/v1/accounts/inboxes_controller.rb b/app/controllers/api/v1/accounts/inboxes_controller.rb
index 9f56c3817..bb9ca2a70 100644
--- a/app/controllers/api/v1/accounts/inboxes_controller.rb
+++ b/app/controllers/api/v1/accounts/inboxes_controller.rb
@@ -124,8 +124,8 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   end
 
   def reauthorize_and_update_channel(channel_attributes)
-    @inbox.channel.reauthorized! if @inbox.channel.respond_to?(:reauthorized!)
     @inbox.channel.update!(permitted_params(channel_attributes)[:channel])
+    @inbox.channel.reauthorized! if @inbox.channel.respond_to?(:reauthorized!)
   end
 
   def update_channel_feature_flags
diff --git a/app/controllers/api/v1/widget/base_controller.rb b/app/controllers/api/v1/widget/base_controller.rb
index 5b87e2d1a..3912e5b6e 100644
--- a/app/controllers/api/v1/widget/base_controller.rb
+++ b/app/controllers/api/v1/widget/base_controller.rb
@@ -59,6 +59,10 @@ class Api::V1::Widget::BaseController < ApplicationController
     permitted_params.dig(:contact, :phone_number)
   end
 
+  def contact_custom_attributes
+    permitted_params.dig(:contact, :custom_attributes)&.to_h
+  end
+
   def browser_params
     {
       browser_name: browser.name,
diff --git a/app/controllers/api/v1/widget/conversations_controller.rb b/app/controllers/api/v1/widget/conversations_controller.rb
index 00e718614..8f5977d54 100644
--- a/app/controllers/api/v1/widget/conversations_controller.rb
+++ b/app/controllers/api/v1/widget/conversations_controller.rb
@@ -19,7 +19,7 @@ class Api::V1::Widget::ConversationsController < Api::V1::Widget::BaseController
   def process_update_contact
     @contact = ContactIdentifyAction.new(
       contact: @contact,
-      params: { email: contact_email, phone_number: contact_phone_number, name: contact_name },
+      params: { email: contact_email, phone_number: contact_phone_number, name: contact_name, custom_attributes: contact_custom_attributes },
       retain_original_contact_name: true,
       discard_invalid_attrs: true
     ).perform
@@ -95,7 +95,7 @@ class Api::V1::Widget::ConversationsController < Api::V1::Widget::BaseController
   end
 
   def permitted_params
-    params.permit(:id, :typing_status, :website_token, :email, contact: [:name, :email, :phone_number],
+    params.permit(:id, :typing_status, :website_token, :email, contact: [:name, :email, :phone_number, { custom_attributes: {} }],
                                                                message: [:content, :referer_url, :timestamp, :echo_id],
                                                                custom_attributes: {})
   end
diff --git a/app/javascript/dashboard/components-next/banner/Banner.vue b/app/javascript/dashboard/components-next/banner/Banner.vue
index c9b86d42b..f44a6ae5e 100644
--- a/app/javascript/dashboard/components-next/banner/Banner.vue
+++ b/app/javascript/dashboard/components-next/banner/Banner.vue
@@ -61,10 +61,10 @@ const triggerAction = () => {
     <div>
       <slot />
     </div>
-    <div>
+    <div class="flex-shrink-0">
       <button
         v-if="actionLabel"
-        class="px-3 py-1 w-auto grid place-content-center rounded-lg"
+        class="px-3 py-1 w-auto grid place-content-center rounded-lg whitespace-nowrap"
         :class="buttonClass"
         @click="triggerAction"
       >
diff --git a/app/javascript/dashboard/components-next/captain/assistant/AddNewScenariosDialog.vue b/app/javascript/dashboard/components-next/captain/assistant/AddNewScenariosDialog.vue
index 89f115a64..08d79d27c 100644
--- a/app/javascript/dashboard/components-next/captain/assistant/AddNewScenariosDialog.vue
+++ b/app/javascript/dashboard/components-next/captain/assistant/AddNewScenariosDialog.vue
@@ -107,6 +107,7 @@ const onClickCancel = () => {
 
         <TextArea
           v-model="state.description"
+          :max-length="500"
           :label="
             t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.DESCRIPTION.LABEL')
           "
diff --git a/app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.vue b/app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.vue
index d891c193a..d3c18e79d 100644
--- a/app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.vue
+++ b/app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.vue
@@ -213,6 +213,7 @@ const renderInstruction = instruction => () =>
 
       <TextArea
         v-model="state.description"
+        :max-length="500"
         :label="
           t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.DESCRIPTION.LABEL')
         "
diff --git a/app/javascript/dashboard/components-next/captain/pageComponents/assistant/AssistantForm.vue b/app/javascript/dashboard/components-next/captain/pageComponents/assistant/AssistantForm.vue
index 363b9624c..1baa60586 100644
--- a/app/javascript/dashboard/components-next/captain/pageComponents/assistant/AssistantForm.vue
+++ b/app/javascript/dashboard/components-next/captain/pageComponents/assistant/AssistantForm.vue
@@ -122,6 +122,7 @@ watch(
 
     <Editor
       v-model="state.description"
+      :max-length="500"
       :label="t('CAPTAIN.ASSISTANTS.FORM.DESCRIPTION.LABEL')"
       :placeholder="t('CAPTAIN.ASSISTANTS.FORM.DESCRIPTION.PLACEHOLDER')"
       :message="formErrors.description"
diff --git a/app/javascript/dashboard/components-next/captain/pageComponents/assistant/settings/AssistantBasicSettingsForm.vue b/app/javascript/dashboard/components-next/captain/pageComponents/assistant/settings/AssistantBasicSettingsForm.vue
index af80b7489..31a67c7b8 100644
--- a/app/javascript/dashboard/components-next/captain/pageComponents/assistant/settings/AssistantBasicSettingsForm.vue
+++ b/app/javascript/dashboard/components-next/captain/pageComponents/assistant/settings/AssistantBasicSettingsForm.vue
@@ -117,6 +117,7 @@ watch(
 
     <Editor
       v-model="state.description"
+      :max-length="500"
       :label="t('CAPTAIN.ASSISTANTS.FORM.DESCRIPTION.LABEL')"
       :placeholder="t('CAPTAIN.ASSISTANTS.FORM.DESCRIPTION.PLACEHOLDER')"
       :message="formErrors.description"
diff --git a/app/javascript/dashboard/components/widgets/ChannelItem.vue b/app/javascript/dashboard/components/widgets/ChannelItem.vue
index 2652b582b..e055c2d9e 100644
--- a/app/javascript/dashboard/components/widgets/ChannelItem.vue
+++ b/app/javascript/dashboard/components/widgets/ChannelItem.vue
@@ -1,7 +1,6 @@
 <script setup>
 import { computed } from 'vue';
 import ChannelSelector from '../ChannelSelector.vue';
-import { IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED } from 'dashboard/constants/globals';
 
 const props = defineProps({
   channel: {
@@ -21,10 +20,7 @@ const hasFbConfigured = computed(() => {
 });
 
 const hasInstagramConfigured = computed(() => {
-  return (
-    !IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED &&
-    window.chatwootConfig?.instagramAppId
-  );
+  return window.chatwootConfig?.instagramAppId;
 });
 
 const hasTiktokConfigured = computed(() => {
@@ -56,19 +52,10 @@ const isActive = computed(() => {
     return props.enabledFeatures.channel_tiktok && hasTiktokConfigured.value;
   }
 
-  if (key === 'voice') {
+  if (key === 'voice' || key === 'whatsapp_call') {
     return props.enabledFeatures.channel_voice;
   }
 
-  if (key === 'whatsapp_call') {
-    return (
-      !IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED &&
-      props.enabledFeatures.channel_voice &&
-      !!window.chatwootConfig?.whatsappAppId &&
-      window.chatwootConfig.whatsappAppId !== 'none'
-    );
-  }
-
   return [
     'website',
     'twilio',
diff --git a/app/javascript/dashboard/components/widgets/WootWriter/Editor.vue b/app/javascript/dashboard/components/widgets/WootWriter/Editor.vue
index 09dc23819..634276361 100644
--- a/app/javascript/dashboard/components/widgets/WootWriter/Editor.vue
+++ b/app/javascript/dashboard/components/widgets/WootWriter/Editor.vue
@@ -62,6 +62,7 @@ import {
   calculateMenuPosition,
   getEffectiveChannelType,
   stripUnsupportedFormatting,
+  createVariableInputRule,
 } from 'dashboard/helper/editorHelper';
 import {
   hasPressedEnterAndNotCmdOrShift,
@@ -306,6 +307,10 @@ const plugins = computed(() => {
       searchTerm: variableSearchTerm,
       isAllowed: () => !props.isPrivate,
     }),
+    createVariableInputRule({
+      isPrivate: () => props.isPrivate,
+      getVariables: () => props.variables,
+    }),
     createSuggestionPlugin({
       trigger: ':',
       minChars: 2,
diff --git a/app/javascript/dashboard/components/widgets/conversation/MessagesView.vue b/app/javascript/dashboard/components/widgets/conversation/MessagesView.vue
index 6b6e3d2b2..6cc2747da 100644
--- a/app/javascript/dashboard/components/widgets/conversation/MessagesView.vue
+++ b/app/javascript/dashboard/components/widgets/conversation/MessagesView.vue
@@ -33,7 +33,9 @@ import {
 // constants
 import { BUS_EVENTS } from 'shared/constants/busEvents';
 import { REPLY_POLICY } from 'shared/constants/links';
-import wootConstants from 'dashboard/constants/globals';
+import wootConstants, {
+  META_RESTRICTION_STATUS_URL,
+} from 'dashboard/constants/globals';
 import { LOCAL_STORAGE_KEYS } from 'dashboard/constants/localStorage';
 import { INBOX_TYPES } from 'dashboard/helper/inbox';
 
@@ -93,6 +95,7 @@ export default {
       currentUserId: 'getCurrentUserID',
       listLoadingStatus: 'getAllMessagesLoaded',
       currentAccountId: 'getCurrentAccountId',
+      isOnChatwootCloud: 'globalConfig/isOnChatwootCloud',
     }),
     isOpen() {
       return this.currentChat?.status === wootConstants.STATUS_TYPE.OPEN;
@@ -170,6 +173,12 @@ export default {
         instagramInbox
       );
     },
+    isInstagramRestrictionBannerVisible() {
+      return this.isOnChatwootCloud && this.isAnInstagramChannel;
+    },
+    instagramRestrictionStatusUrl() {
+      return META_RESTRICTION_STATUS_URL;
+    },
 
     replyWindowBannerMessage() {
       if (this.isAWhatsAppChannel) {
@@ -455,7 +464,15 @@ export default {
   >
     <div ref="topBannerRef">
       <Banner
-        v-if="!currentChat.can_reply"
+        v-if="isInstagramRestrictionBannerVisible"
+        color-scheme="warning"
+        class="mx-2 mt-2 overflow-hidden rounded-lg"
+        :banner-message="$t('CONVERSATION.INSTAGRAM_RESTRICTION_BANNER')"
+        :href-link="instagramRestrictionStatusUrl"
+        :href-link-text="$t('CONVERSATION.INSTAGRAM_RESTRICTION_STATUS_LINK')"
+      />
+      <Banner
+        v-else-if="!currentChat.can_reply"
         color-scheme="alert"
         class="mx-2 mt-2 overflow-hidden rounded-lg"
         :banner-message="replyWindowBannerMessage"
diff --git a/app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue b/app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue
index 6af876cc6..471d10f3c 100644
--- a/app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue
+++ b/app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue
@@ -48,6 +48,8 @@ import {
   appendSignature,
   removeSignature,
   getEffectiveChannelType,
+  getAgentVariables,
+  getContactVariables,
 } from 'dashboard/helper/editorHelper';
 import { useCopilotReply } from 'dashboard/composables/useCopilotReply';
 import { useKbd } from 'dashboard/composables/utils/useKbd';
@@ -393,7 +395,13 @@ export default {
         contact: this.currentContact,
         inbox: this.inbox,
       });
-      return variables;
+      // Match the backend drops: names are Ruby-capitalized and
+      // {{agent.*}} is the message sender, not the assignee.
+      return {
+        ...variables,
+        ...getContactVariables(this.currentContact),
+        ...getAgentVariables(this.currentUser),
+      };
     },
     connectedPortalSlug() {
       const { help_center: portal = {} } = this.inbox;
diff --git a/app/javascript/dashboard/constants/globals.js b/app/javascript/dashboard/constants/globals.js
index 717e5104f..e1f6b8cf6 100644
--- a/app/javascript/dashboard/constants/globals.js
+++ b/app/javascript/dashboard/constants/globals.js
@@ -78,8 +78,5 @@ export default {
   },
 };
 export const DEFAULT_REDIRECT_URL = '/app/';
-
-// Temporarily disables Instagram and WhatsApp inbox creation
-// (WhatsApp embedded signup popup, Instagram OAuth, WhatsApp Call).
-// Flip to false when the channels are brought back.
-export const IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED = true;
+export const META_RESTRICTION_STATUS_URL =
+  'https://status.chatwoot.com/incident/948346';
diff --git a/app/javascript/dashboard/featureFlags.js b/app/javascript/dashboard/featureFlags.js
index a14b1e3a2..efaa4ddc1 100644
--- a/app/javascript/dashboard/featureFlags.js
+++ b/app/javascript/dashboard/featureFlags.js
@@ -7,6 +7,7 @@ export const FEATURE_FLAGS = {
   AUTOMATIONS: 'automations',
   CAMPAIGNS: 'campaigns',
   WHATSAPP_CAMPAIGNS: 'whatsapp_campaign',
+  WHATSAPP_MANUAL_TRANSFER: 'whatsapp_manual_transfer',
   CANNED_RESPONSES: 'canned_responses',
   CRM: 'crm',
   CUSTOM_ATTRIBUTES: 'custom_attributes',
diff --git a/app/javascript/dashboard/helper/editorHelper.js b/app/javascript/dashboard/helper/editorHelper.js
index 32f56172a..2d3c75777 100644
--- a/app/javascript/dashboard/helper/editorHelper.js
+++ b/app/javascript/dashboard/helper/editorHelper.js
@@ -9,6 +9,7 @@ import * as Sentry from '@sentry/vue';
 import camelcaseKeys from 'camelcase-keys';
 import { FORMATTING, MARKDOWN_PATTERNS } from 'dashboard/constants/editor';
 import { INBOX_TYPES, TWILIO_CHANNEL_MEDIUM } from 'dashboard/helper/inbox';
+import { InputRule, inputRules } from 'prosemirror-inputrules';
 
 /**
  * Extract text from markdown, and remove all images, code blocks, links, headers, bold, italic, lists etc.
@@ -428,6 +429,55 @@ export function stripUnsupportedFormatting(content, schema) {
  * - emoji
  */
 
+// Liquid delimiters ({{ }} / {% %}) the backend evaluates on send.
+const LIQUID_SYNTAX = /\{\{|\{%/;
+
+// Value when set (and not itself Liquid), else the {{placeholder}} for the backend.
+export const resolveVariableText = (key, variables) => {
+  const value = String(variables?.[key] ?? '');
+  return value && !LIQUID_SYNTAX.test(value) ? value : `{{${key}}}`;
+};
+
+// Name variables normalized like the backend drops (UserDrop/ContactDrop):
+// name split on whitespace, each word Ruby-capitalized (rest downcased).
+const getNameVariables = (prefix, name) => {
+  const names = (name || '')
+    .split(/\s+/)
+    .filter(Boolean)
+    .map(word => word.charAt(0).toUpperCase() + word.slice(1).toLowerCase());
+  return {
+    [`${prefix}.name`]: names.join(' '),
+    [`${prefix}.first_name`]: names[0] || '',
+    [`${prefix}.last_name`]: names.length > 1 ? names[names.length - 1] : '',
+  };
+};
+
+// {{agent.*}} values for the message sender.
+export const getAgentVariables = user => ({
+  ...getNameVariables('agent', user.name),
+  'agent.email': user.email,
+});
+
+// {{contact.*}} name values.
+export const getContactVariables = contact =>
+  getNameVariables('contact', contact?.name);
+
+// Resolves a manually typed {{variable}} to its value on the closing braces.
+// Leaves the placeholder when there's no value, the value is Liquid, or it's a private note.
+export const createVariableInputRule = ({ isPrivate, getVariables }) => {
+  const rule = new InputRule(
+    /\{\{([^{}]+)\}\}$/,
+    (editorState, match, from, to) => {
+      if (isPrivate()) return null;
+      const [, key] = match;
+      const text = resolveVariableText(key, getVariables());
+      if (text === `{{${key}}}`) return null;
+      return editorState.tr.insertText(text, from, to);
+    }
+  );
+  return inputRules({ rules: [rule] });
+};
+
 /**
  * Centralized node creation function that handles the creation of different types of nodes based on the specified type.
  * @param {Object} editorView - The editor view instance.
@@ -462,7 +512,7 @@ const createNode = (editorView, nodeType, content) => {
       );
     }
     case 'variable':
-      return state.schema.text(`{{${content}}}`);
+      return state.schema.text(content);
     case 'emoji':
       return state.schema.text(content);
     case 'tool': {
@@ -497,8 +547,12 @@ const nodeCreators = {
       to,
     };
   },
-  variable: (editorView, content, from, to) => ({
-    node: createNode(editorView, 'variable', content),
+  variable: (editorView, content, from, to, variables) => ({
+    node: createNode(
+      editorView,
+      'variable',
+      resolveVariableText(content, variables)
+    ),
     from,
     to,
   }),
diff --git a/app/javascript/dashboard/helper/specs/editorContentHelper.spec.js b/app/javascript/dashboard/helper/specs/editorContentHelper.spec.js
index 4efb4d1d9..57d8bd533 100644
--- a/app/javascript/dashboard/helper/specs/editorContentHelper.spec.js
+++ b/app/javascript/dashboard/helper/specs/editorContentHelper.spec.js
@@ -94,16 +94,56 @@ describe('getContentNode', () => {
   });
 
   describe('getVariableNode', () => {
-    it('should create a variable node', () => {
-      const content = 'name';
-      const from = 0;
-      const to = 10;
-      getContentNode(editorView, 'variable', content, {
-        from,
-        to,
-      });
+    it('should render the resolved value directly when the variable has a value', () => {
+      getContentNode(
+        editorView,
+        'variable',
+        'contact.name',
+        { from: 0, to: 10 },
+        { 'contact.name': 'John' }
+      );
 
-      expect(editorView.state.schema.text).toHaveBeenCalledWith('{{name}}');
+      expect(editorView.state.schema.text).toHaveBeenCalledWith('John');
+    });
+
+    it('should resolve camelCase custom attributes and non-string values', () => {
+      getContentNode(
+        editorView,
+        'variable',
+        'contact.custom_attribute.cloudCustomer',
+        { from: 0, to: 10 },
+        { 'contact.custom_attribute.cloudCustomer': true }
+      );
+
+      expect(editorView.state.schema.text).toHaveBeenCalledWith('true');
+    });
+
+    it('should keep the placeholder when the variable has no value', () => {
+      getContentNode(
+        editorView,
+        'variable',
+        'contact.email',
+        { from: 0, to: 10 },
+        {}
+      );
+
+      expect(editorView.state.schema.text).toHaveBeenCalledWith(
+        '{{contact.email}}'
+      );
+    });
+
+    it('should keep the placeholder when the value contains Liquid syntax', () => {
+      getContentNode(
+        editorView,
+        'variable',
+        'contact.name',
+        { from: 0, to: 10 },
+        { 'contact.name': '{{agent.email}}' }
+      );
+
+      expect(editorView.state.schema.text).toHaveBeenCalledWith(
+        '{{contact.name}}'
+      );
     });
   });
 
diff --git a/app/javascript/dashboard/helper/specs/editorHelper.spec.js b/app/javascript/dashboard/helper/specs/editorHelper.spec.js
index 220b9903e..fafe1bc56 100644
--- a/app/javascript/dashboard/helper/specs/editorHelper.spec.js
+++ b/app/javascript/dashboard/helper/specs/editorHelper.spec.js
@@ -11,9 +11,12 @@ import {
   calculateMenuPosition,
   cleanSignature,
   collapseSelection,
+  createVariableInputRule,
   extractTextFromMarkdown,
   findNodeToInsertImage,
   findSignatureInBody,
+  getAgentVariables,
+  getContactVariables,
   getContentNode,
   getFormattingForEditor,
   getMenuAnchor,
@@ -1228,3 +1231,149 @@ describe('Menu positioning helpers', () => {
     });
   });
 });
+
+describe('getAgentVariables', () => {
+  it('builds agent variables from the user', () => {
+    expect(
+      getAgentVariables({ name: 'John Doe', email: 'john@example.com' })
+    ).toEqual({
+      'agent.name': 'John Doe',
+      'agent.first_name': 'John',
+      'agent.last_name': 'Doe',
+      'agent.email': 'john@example.com',
+    });
+  });
+
+  it('normalizes casing like the backend UserDrop (Ruby capitalize)', () => {
+    const variables = getAgentVariables({ name: 'JANE doE' });
+
+    expect(variables['agent.name']).toBe('Jane Doe');
+    expect(variables['agent.first_name']).toBe('Jane');
+    expect(variables['agent.last_name']).toBe('Doe');
+  });
+
+  it('ignores extra whitespace between words', () => {
+    expect(getAgentVariables({ name: '  john   doe ' })['agent.name']).toBe(
+      'John Doe'
+    );
+  });
+
+  it('leaves last_name empty for single-word names', () => {
+    const variables = getAgentVariables({ name: 'john' });
+
+    expect(variables['agent.first_name']).toBe('John');
+    expect(variables['agent.last_name']).toBe('');
+  });
+
+  it('handles a missing name', () => {
+    const variables = getAgentVariables({ email: 'john@example.com' });
+
+    expect(variables['agent.name']).toBe('');
+    expect(variables['agent.first_name']).toBe('');
+    expect(variables['agent.last_name']).toBe('');
+  });
+});
+
+describe('getContactVariables', () => {
+  it('normalizes casing like the backend ContactDrop (Ruby capitalize)', () => {
+    expect(getContactVariables({ name: 'JANE doE' })).toEqual({
+      'contact.name': 'Jane Doe',
+      'contact.first_name': 'Jane',
+      'contact.last_name': 'Doe',
+    });
+  });
+
+  it('leaves last_name empty for single-word names', () => {
+    const variables = getContactVariables({ name: 'john' });
+
+    expect(variables['contact.first_name']).toBe('John');
+    expect(variables['contact.last_name']).toBe('');
+  });
+
+  it('handles a missing contact', () => {
+    expect(getContactVariables(undefined)['contact.name']).toBe('');
+  });
+});
+
+describe('createVariableInputRule', () => {
+  // Editor holding `{{key}` so we can simulate typing the final `}`.
+  const buildView = (typed, { isPrivate = false, variables = {} } = {}) => {
+    const plugin = createVariableInputRule({
+      isPrivate: () => isPrivate,
+      getVariables: () => variables,
+    });
+    const state = EditorState.create({
+      schema,
+      doc: schema.node('doc', null, [
+        schema.node('paragraph', null, [schema.text(typed)]),
+      ]),
+      plugins: [plugin],
+    });
+    return new EditorView(document.body, { state });
+  };
+
+  // Types the closing `}`; when the rule declines, insert it like the browser would.
+  const typeClosingBrace = view => {
+    const end = view.state.doc.content.size - 1;
+    const handled = view.someProp('handleTextInput', fn =>
+      fn(view, end, end, '}')
+    );
+    if (!handled) {
+      view.dispatch(view.state.tr.insertText('}', end, end));
+    }
+  };
+
+  it('resolves a manually typed {{variable}} to its value on the closing brace', () => {
+    const view = buildView('{{contact.name}', {
+      variables: { 'contact.name': 'John' },
+    });
+
+    typeClosingBrace(view);
+
+    expect(view.state.doc.textContent).toBe('John');
+    view.destroy();
+  });
+
+  it('resolves boolean/non-string values', () => {
+    const view = buildView('{{contact.custom_attribute.cloudCustomer}', {
+      variables: { 'contact.custom_attribute.cloudCustomer': true },
+    });
+
+    typeClosingBrace(view);
+
+    expect(view.state.doc.textContent).toBe('true');
+    view.destroy();
+  });
+
+  it('keeps the placeholder when the variable has no value', () => {
+    const view = buildView('{{contact.email}', { variables: {} });
+
+    typeClosingBrace(view);
+
+    expect(view.state.doc.textContent).toBe('{{contact.email}}');
+    view.destroy();
+  });
+
+  it('keeps the placeholder when the value itself contains Liquid syntax', () => {
+    const view = buildView('{{contact.name}', {
+      variables: { 'contact.name': '{{agent.email}}' },
+    });
+
+    typeClosingBrace(view);
+
+    expect(view.state.doc.textContent).toBe('{{contact.name}}');
+    view.destroy();
+  });
+
+  it('does not resolve inside a private note', () => {
+    const view = buildView('{{contact.name}', {
+      isPrivate: true,
+      variables: { 'contact.name': 'John' },
+    });
+
+    typeClosingBrace(view);
+
+    expect(view.state.doc.textContent).toBe('{{contact.name}}');
+    view.destroy();
+  });
+});
diff --git a/app/javascript/dashboard/i18n/locale/en/conversation.json b/app/javascript/dashboard/i18n/locale/en/conversation.json
index c34ed44de..fe71b8974 100644
--- a/app/javascript/dashboard/i18n/locale/en/conversation.json
+++ b/app/javascript/dashboard/i18n/locale/en/conversation.json
@@ -44,6 +44,8 @@
     "TWILIO_WHATSAPP_CAN_REPLY": "You can only reply to this conversation using a template message due to",
     "TWILIO_WHATSAPP_24_HOURS_WINDOW": "24 hour message window restriction",
     "OLD_INSTAGRAM_INBOX_REPLY_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. All new messages will show up there. You won’t be able to send messages from this conversation anymore.",
+    "INSTAGRAM_RESTRICTION_BANNER": "Instagram is currently restricted. Some messages or actions may be delayed or unavailable while we restore full support.",
+    "INSTAGRAM_RESTRICTION_STATUS_LINK": "View status update",
     "REPLYING_TO": "You are replying to:",
     "REMOVE_SELECTION": "Remove Selection",
     "DOWNLOAD": "Download",
diff --git a/app/javascript/dashboard/i18n/locale/en/inboxMgmt.json b/app/javascript/dashboard/i18n/locale/en/inboxMgmt.json
index 8eefe5fde..50d8ba3f9 100644
--- a/app/javascript/dashboard/i18n/locale/en/inboxMgmt.json
+++ b/app/javascript/dashboard/i18n/locale/en/inboxMgmt.json
@@ -58,7 +58,10 @@
         "ERROR_MESSAGE": "There was an error connecting to Instagram, please try again",
         "ERROR_AUTH": "There was an error connecting to Instagram, please try again",
         "NEW_INBOX_SUGGESTION": "This Instagram account was previously linked to a different inbox and has now been migrated here. All new messages will appear here. The old inbox will no longer be able to send or receive messages for this account.",
-        "DUPLICATE_INBOX_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. You won’t be able to send/receive Instagram messages from this inbox anymore."
+        "DUPLICATE_INBOX_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. You won’t be able to send/receive Instagram messages from this inbox anymore.",
+        "RESTRICTED_WARNING": "Instagram inbox creation is temporarily unavailable due to current Instagram platform restrictions. We’ll restore support as soon as possible.",
+        "SETTINGS_RESTRICTED_WARNING": "Instagram is currently restricted. Some messages or actions may be delayed or unavailable while we restore full support.",
+        "STATUS_LINK": "View status update"
       },
       "TIKTOK": {
         "CONTINUE_WITH_TIKTOK": "Continue with TikTok",
@@ -320,6 +323,8 @@
           "SUCCESS_FALLBACK": "WhatsApp Business Account has been successfully configured",
           "MANUAL_FALLBACK": "If your number is already connected to the WhatsApp Business Platform (API), or if you’re a tech provider onboarding your own number, please use the {link} flow",
           "MANUAL_LINK_TEXT": "manual setup flow",
+          "RESTRICTED_WARNING": "WhatsApp embedded signup is temporarily unavailable due to current Meta platform restrictions. We’ll restore support as soon as possible.",
+          "STATUS_LINK": "View status update",
           "CALLING_ENABLE_FAILED": "Your WhatsApp inbox is ready, but voice calling couldn't be turned on — this number isn't enrolled in the WhatsApp Business Calling API yet. Reach out to Meta or your WhatsApp Business Solution Provider to onboard it, then turn calling on from the inbox's Calls settings."
         },
         "API": {
@@ -815,6 +820,15 @@
       "WHATSAPP_EMBEDDED_SIGNUP_SUBHEADER": "This inbox is connected through WhatsApp embedded signup.",
       "WHATSAPP_EMBEDDED_SIGNUP_DESCRIPTION": "You can reconfigure this inbox to update your WhatsApp Business settings.",
       "WHATSAPP_RECONFIGURE_BUTTON": "Reconfigure",
+      "WHATSAPP_MANUAL_TRANSFER_TITLE": "Switch to Manual Setup",
+      "WHATSAPP_MANUAL_TRANSFER_SUBHEADER": "This inbox was connected through WhatsApp embedded signup, which is no longer supported. Enter the WhatsApp Cloud API credentials from your own Meta app to switch this inbox to a manual setup. Configure the webhook in your Meta app using the verification token above before switching.",
+      "WHATSAPP_MANUAL_TRANSFER_PHONE_NUMBER_ID_LABEL": "Phone Number ID",
+      "WHATSAPP_MANUAL_TRANSFER_BUSINESS_ACCOUNT_ID_LABEL": "Business Account ID",
+      "WHATSAPP_MANUAL_TRANSFER_API_KEY_LABEL": "API Key",
+      "WHATSAPP_MANUAL_TRANSFER_API_KEY_PLACEHOLDER": "Enter a permanent access token from your Meta app",
+      "WHATSAPP_MANUAL_TRANSFER_BUTTON": "Switch to Manual Setup",
+      "WHATSAPP_MANUAL_TRANSFER_SUCCESS": "Inbox switched to manual setup successfully.",
+      "WHATSAPP_MANUAL_TRANSFER_ERROR": "Could not switch to manual setup. Please verify the credentials and try again.",
       "WHATSAPP_CONNECT_TITLE": "Connect to WhatsApp Business",
       "WHATSAPP_CONNECT_SUBHEADER": "Upgrade to WhatsApp embedded signup for easier management.",
       "WHATSAPP_CONNECT_DESCRIPTION": "Connect this inbox to WhatsApp Business for enhanced features and easier management.",
@@ -832,6 +846,70 @@
       "WHATSAPP_TEMPLATES_SYNC_SUBHEADER": "Manually sync message templates from WhatsApp to update your available templates.",
       "WHATSAPP_TEMPLATES_SYNC_BUTTON": "Sync Templates",
       "WHATSAPP_TEMPLATES_SYNC_SUCCESS": "Templates sync initiated successfully. It may take a couple of minutes to update.",
+      "WHATSAPP_MANUAL_MIGRATION": {
+        "BANNER": {
+          "TITLE": "WhatsApp setup action required",
+          "DESCRIPTION": "Meta restrictions are affecting WhatsApp setup and management features. Reconnect this inbox manually to keep your WhatsApp configuration up to date.",
+          "START": "Start manual migration",
+          "GUIDE": "View guide"
+        },
+        "DIALOG": {
+          "EYEBROW": "WhatsApp manual migration",
+          "TITLE": "Reconnect WhatsApp inbox",
+          "CLOSE": "Close",
+          "ACTION_REQUIRED_TITLE": "Action required for this WhatsApp inbox",
+          "ACTION_REQUIRED_DESCRIPTION": "Meta restrictions are affecting setup and management features. This guided flow updates the WhatsApp API connection without creating a new inbox.",
+          "GUIDE_LINK": "Open the manual setup guide",
+          "PRESERVED_TITLE": "Preserved",
+          "PRESERVED_DESCRIPTION": "Conversations, contacts, collaborators, routing, business hours, and inbox settings.",
+          "UPDATED_TITLE": "Updated",
+          "UPDATED_DESCRIPTION": "WABA ID, phone number ID, access token, and webhook configuration.",
+          "WABA_ID": "WABA ID",
+          "WABA_PLACEHOLDER": "Enter WABA ID",
+          "WABA_HELP": "The WhatsApp Business Account that owns this phone number.",
+          "PHONE_NUMBER_ID": "Phone Number ID",
+          "PHONE_NUMBER_PLACEHOLDER": "Enter Phone Number ID",
+          "PHONE_NUMBER_HELP": "Meta's unique ID for the WhatsApp number connected to this inbox.",
+          "DISPLAY_PHONE_NUMBER": "Display phone number",
+          "DISPLAY_PHONE_NUMBER_PLACEHOLDER": "Enter display phone number",
+          "DISPLAY_PHONE_NUMBER_HELP": "The customer-facing WhatsApp number. This cannot be changed during migration.",
+          "ACCESS_TOKEN": "Permanent access token or system user token",
+          "ACCESS_TOKEN_PLACEHOLDER": "Paste access token",
+          "TOKEN_HELP_PREFIX": "The token must include",
+          "TOKEN_HELP_MIDDLE": "Add",
+          "TOKEN_HELP_SUFFIX": "for template sync and template management.",
+          "MESSAGING_PERMISSION": "whatsapp_business_messaging.",
+          "MANAGEMENT_PERMISSION": "whatsapp_business_management",
+          "REVIEW_TITLE": "Review before reconnecting",
+          "INBOX": "Inbox",
+          "PHONE_NUMBER": "Phone number",
+          "NOT_ENTERED": "Not entered",
+          "VERIFY_NOTICE": "Chatwoot will verify these credentials with Meta before applying any changes. If verification fails, the current configuration is left untouched.",
+          "BACK": "Back",
+          "CANCEL": "Cancel",
+          "CONTINUE": "Continue",
+          "REVIEW_MIGRATION": "Review migration",
+          "RECONNECT": "Reconnect WhatsApp inbox"
+        },
+        "STEPS": {
+          "BEFORE_YOU_START": {
+            "TITLE": "Before you start",
+            "DESCRIPTION": "This reconnects the WhatsApp API details for this inbox. Conversations, collaborators, routing, business hours, CSAT, and bot settings will be preserved."
+          },
+          "BUSINESS_DETAILS": {
+            "TITLE": "Business details",
+            "DESCRIPTION": "Enter the WhatsApp assets from the customer Meta Business account."
+          },
+          "ACCESS_TOKEN": {
+            "TITLE": "Access token",
+            "DESCRIPTION": "Paste a permanent access token or system user token with WhatsApp permissions."
+          },
+          "REVIEW_MIGRATION": {
+            "TITLE": "Review migration",
+            "DESCRIPTION": "Confirm the connection details before reconnecting this inbox. Chatwoot will verify the token, WABA, and phone number with Meta before applying changes."
+          }
+        }
+      },
       "WHATSAPP_CALLING_ENABLED": {
         "LABEL": "Enable voice calling",
         "DESCRIPTION": "Allow agents to start and receive WhatsApp voice calls on this inbox. Available only on embedded-signup WhatsApp Cloud channels with calling permission granted by Meta."
diff --git a/app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConfig.js b/app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConfig.js
index 9618c5e44..3d19943d3 100644
--- a/app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConfig.js
+++ b/app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConfig.js
@@ -1,5 +1,4 @@
 import { useMapGetter } from 'dashboard/composables/store';
-import { IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED } from 'dashboard/constants/globals';
 
 // OAuth/SDK channels need installation-level app credentials to be usable. When
 // the credential is missing the channel is "not configured" and is hidden from
@@ -8,20 +7,20 @@ import { IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED } from 'dashboard/constan
 // Mirrors the availability checks in ChannelItem.vue.
 export function useChannelConfig() {
   const globalConfig = useMapGetter('globalConfig/get');
+  const isOnChatwootCloud = useMapGetter('globalConfig/isOnChatwootCloud');
   const installationConfig = window.chatwootConfig || {};
 
   const CHANNEL_CONFIGURED = {
     // WhatsApp is onboarded only via Meta embedded signup, which needs both the
     // app id (not the 'none' sentinel) and the signup configuration id.
     whatsapp: () =>
-      !IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED &&
+      !isOnChatwootCloud.value &&
       Boolean(installationConfig.whatsappAppId) &&
       installationConfig.whatsappAppId !== 'none' &&
       Boolean(installationConfig.whatsappConfigurationId),
     facebook: () => Boolean(installationConfig.fbAppId),
     instagram: () =>
-      !IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED &&
-      Boolean(installationConfig.instagramAppId),
+      !isOnChatwootCloud.value && Boolean(installationConfig.instagramAppId),
     tiktok: () => Boolean(installationConfig.tiktokAppId),
     gmail: () => Boolean(installationConfig.googleOAuthClientId),
     outlook: () => Boolean(globalConfig.value.azureAppId),
diff --git a/app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConnect.js b/app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConnect.js
index bd34d5f20..57411c43c 100644
--- a/app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConnect.js
+++ b/app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConnect.js
@@ -1,6 +1,7 @@
 import { useI18n } from 'vue-i18n';
 import { useAlert } from 'dashboard/composables';
 import { useStore } from 'dashboard/composables/store';
+import { useAccount } from 'dashboard/composables/useAccount';
 import { useWhatsappEmbeddedSignup } from 'dashboard/composables/useWhatsappEmbeddedSignup';
 import { parseAPIErrorResponse } from 'dashboard/store/utils/api';
 import googleClient from 'dashboard/api/channel/googleClient';
@@ -23,11 +24,17 @@ export function useChannelConnect() {
   const { t } = useI18n();
   const store = useStore();
   const { runEmbeddedSignup } = useWhatsappEmbeddedSignup();
+  const { isOnChatwootCloud } = useAccount();
 
   const connectViaOAuth = async provider => {
     const client = OAUTH_CLIENTS[provider];
     if (!client) return;
 
+    if (provider === 'instagram' && isOnChatwootCloud.value) {
+      useAlert(t('INBOX_MGMT.ADD.INSTAGRAM.RESTRICTED_WARNING'));
+      return;
+    }
+
     try {
       const {
         data: { url },
diff --git a/app/javascript/dashboard/routes/dashboard/onboarding/specs/inbox-setup/useDetectedChannels.spec.js b/app/javascript/dashboard/routes/dashboard/onboarding/specs/inbox-setup/useDetectedChannels.spec.js
index 875bfaf0d..7bc39adf1 100644
--- a/app/javascript/dashboard/routes/dashboard/onboarding/specs/inbox-setup/useDetectedChannels.spec.js
+++ b/app/javascript/dashboard/routes/dashboard/onboarding/specs/inbox-setup/useDetectedChannels.spec.js
@@ -6,21 +6,25 @@ import { useDetectedChannels } from '../../inbox-setup/useDetectedChannels';
 
 vi.mock('vue-router');
 
-// Neutralize the temporary Instagram/WhatsApp kill switch so these specs keep
-// covering the credential-based gating it currently short-circuits.
-vi.mock('dashboard/constants/globals', async importOriginal => ({
-  ...(await importOriginal()),
-  IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED: false,
-}));
-
 // Mounts the composable against a real store and the real useAccount (only
 // useRoute and the underlying getters are faked), so a change to how useAccount
 // resolves the current account is exercised here too. The real ./constants are
 // used, so assertions validate against the actual channel identity (label keys,
 // channel_type, social ordering) derived from CHANNEL_LIST.
-const mountComposable = ({ brandInfo, inboxes = [] } = {}) => {
+const mountComposable = ({
+  brandInfo,
+  inboxes = [],
+  isOnChatwootCloud = false,
+} = {}) => {
   const store = createStore({
     modules: {
+      globalConfig: {
+        namespaced: true,
+        getters: {
+          get: () => ({}),
+          isOnChatwootCloud: () => isOnChatwootCloud,
+        },
+      },
       accounts: {
         namespaced: true,
         getters: {
@@ -202,6 +206,22 @@ describe('useDetectedChannels', () => {
         'line',
       ]);
     });
+
+    it('hides Instagram from onboarding on Chatwoot Cloud', () => {
+      const { displayedChannels } = mountComposable({
+        isOnChatwootCloud: true,
+        brandInfo: {
+          socials: [
+            { type: 'instagram', url: 'https://instagram.com/acme' },
+            { type: 'tiktok', url: 'https://tiktok.com/@acme' },
+          ],
+        },
+      });
+
+      expect(displayedChannels.value.map(channel => channel.type)).toEqual([
+        'tiktok',
+      ]);
+    });
   });
 
   describe('remainingChannels', () => {
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/Settings.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/Settings.vue
index 9e5206bb3..8e42d0c27 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/inbox/Settings.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/inbox/Settings.vue
@@ -4,6 +4,8 @@ import { shouldBeUrl } from 'shared/helpers/Validators';
 import { useAlert } from 'dashboard/composables';
 import { useVuelidate } from '@vuelidate/core';
 import Avatar from 'next/avatar/Avatar.vue';
+import Banner from 'dashboard/components-next/banner/Banner.vue';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
 import SettingIntroBanner from 'dashboard/components/widgets/SettingIntroBanner.vue';
 import SettingsToggleSection from 'dashboard/components-next/Settings/SettingsToggleSection.vue';
 import SettingsFieldSection from 'dashboard/components-next/Settings/SettingsFieldSection.vue';
@@ -27,6 +29,8 @@ import CustomerSatisfactionPage from './settingsPage/CustomerSatisfactionPage.vu
 import CollaboratorsPage from './settingsPage/CollaboratorsPage.vue';
 import BotConfiguration from './components/BotConfiguration.vue';
 import AccountHealth from './components/AccountHealth.vue';
+import WhatsappManualMigrationDialog from './components/WhatsappManualMigrationDialog.vue';
+import WhatsappManualMigrationBanner from './components/WhatsappManualMigrationBanner.vue';
 import { FEATURE_FLAGS } from '../../../../featureFlags';
 import SenderNameExamplePreview from './components/SenderNameExamplePreview.vue';
 import LockToSingleConversationPreview from './components/LockToSingleConversationPreview.vue';
@@ -42,9 +46,11 @@ import SelectInput from 'dashboard/components-next/select/Select.vue';
 import Widget from 'dashboard/modules/widget-preview/components/Widget.vue';
 import AccessToken from 'dashboard/routes/dashboard/settings/profile/AccessToken.vue';
 import { copyTextToClipboard } from 'shared/helpers/clipboard';
+import { META_RESTRICTION_STATUS_URL } from 'dashboard/constants/globals';
 
 export default {
   components: {
+    Banner,
     BotConfiguration,
     CollaboratorsPage,
     ConfigurationPage,
@@ -74,8 +80,11 @@ export default {
     ColorPicker,
     SelectInput,
     AccountHealth,
+    WhatsappManualMigrationDialog,
+    WhatsappManualMigrationBanner,
     Widget,
     AccessToken,
+    Icon,
   },
   mixins: [inboxMixin],
   setup() {
@@ -107,6 +116,7 @@ export default {
       isLoadingHealth: false,
       healthError: null,
       isRegisteringWebhook: false,
+      isTransferringWhatsAppToManual: false,
       widgetBubblePosition: 'right',
       widgetBubbleType: 'standard',
       widgetBubbleLauncherTitle: '',
@@ -338,6 +348,12 @@ export default {
     instagramUnauthorized() {
       return this.isAnInstagramChannel && this.inbox.reauthorization_required;
     },
+    showInstagramRestrictionSettingsBanner() {
+      return this.isOnChatwootCloud && this.isAnInstagramChannel;
+    },
+    metaRestrictionStatusUrl() {
+      return META_RESTRICTION_STATUS_URL;
+    },
     tiktokUnauthorized() {
       return this.isATiktokChannel && this.inbox.reauthorization_required;
     },
@@ -371,10 +387,12 @@ export default {
       return this.inbox.provider_config?.source === 'embedded_signup';
     },
     whatsappUnauthorized() {
+      // The manual migration banner supersedes the embedded-signup reauthorize flow when the feature is enabled.
       return (
         this.isAWhatsAppCloudChannel &&
         this.isEmbeddedSignupWhatsApp &&
-        this.inbox.reauthorization_required
+        this.inbox.reauthorization_required &&
+        !this.showWhatsAppManualMigration
       );
     },
     whatsappRegistrationIncomplete() {
@@ -391,6 +409,16 @@ export default {
         this.healthData.throughput?.level === 'NOT_APPLICABLE'
       );
     },
+    showWhatsAppManualMigration() {
+      return (
+        this.isAWhatsAppCloudChannel &&
+        this.isEmbeddedSignupWhatsApp &&
+        this.isFeatureEnabledonAccount(
+          this.accountId,
+          FEATURE_FLAGS.WHATSAPP_MANUAL_TRANSFER
+        )
+      );
+    },
     widgetBuilderStorageKey() {
       return `${LOCAL_STORAGE_KEYS.WIDGET_BUILDER}${this.inbox.id}`;
     },
@@ -402,6 +430,7 @@ export default {
         if (inboxChanged) {
           this.syncInboxData();
           this.setTabFromRouteParam();
+          this.openWhatsAppManualMigrationIfRequested();
         }
       }
     },
@@ -412,6 +441,7 @@ export default {
           this.fetchHealthData();
           this.$nextTick(() => {
             this.setTabFromRouteParam();
+            this.openWhatsAppManualMigrationIfRequested();
           });
         } else {
           this.selectedFeatureFlags = newInbox?.selected_feature_flags || [];
@@ -422,8 +452,52 @@ export default {
   },
   mounted() {
     this.fetchSharedData();
+    this.openWhatsAppManualMigrationIfRequested();
   },
   methods: {
+    openWhatsAppManualMigrationDialog() {
+      this.$refs.whatsappManualMigrationDialog?.open();
+    },
+    openWhatsAppManualMigrationIfRequested() {
+      if (
+        this.showWhatsAppManualMigration &&
+        this.$route.query.migration === 'whatsapp_manual'
+      ) {
+        this.$nextTick(() => {
+          this.openWhatsAppManualMigrationDialog();
+        });
+      }
+    },
+    async transferWhatsAppToManualSetup(form) {
+      this.isTransferringWhatsAppToManual = true;
+      try {
+        const providerConfig = { ...(this.inbox.provider_config || {}) };
+        delete providerConfig.source;
+        const payload = {
+          id: this.inbox.id,
+          formData: false,
+          channel: {
+            provider_config: {
+              ...providerConfig,
+              phone_number_id: form.phoneNumberId,
+              business_account_id: form.wabaId,
+              api_key: form.accessToken,
+            },
+          },
+        };
+        await this.$store.dispatch('inboxes/updateInbox', payload);
+        useAlert(
+          this.$t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_TRANSFER_SUCCESS')
+        );
+        this.$refs.whatsappManualMigrationDialog?.close();
+      } catch (error) {
+        useAlert(
+          this.$t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_TRANSFER_ERROR')
+        );
+      } finally {
+        this.isTransferringWhatsAppToManual = false;
+      }
+    },
     async copyWebhookSecret(value) {
       await copyTextToClipboard(value);
       useAlert(
@@ -737,6 +811,35 @@ export default {
           class="mx-6 mb-4"
           :class="bannerMaxWidth"
         />
+        <WhatsappManualMigrationBanner
+          v-if="showWhatsAppManualMigration"
+          class="mx-6 mb-6"
+          :class="bannerMaxWidth"
+          @start="openWhatsAppManualMigrationDialog"
+        />
+        <Banner
+          v-if="showInstagramRestrictionSettingsBanner"
+          color="amber"
+          class="mx-6 mb-4 max-w-4xl"
+        >
+          <div class="flex items-start gap-3 text-start">
+            <Icon
+              icon="i-lucide-triangle-alert"
+              class="flex-shrink-0 size-4 mt-0.5"
+            />
+            <span>
+              {{ $t('INBOX_MGMT.ADD.INSTAGRAM.SETTINGS_RESTRICTED_WARNING') }}
+              <a
+                :href="metaRestrictionStatusUrl"
+                class="link underline"
+                rel="noopener noreferrer nofollow"
+                target="_blank"
+              >
+                {{ $t('INBOX_MGMT.ADD.INSTAGRAM.STATUS_LINK') }}
+              </a>
+            </span>
+          </div>
+        </Banner>
 
         <div
           v-if="selectedTabKey === 'inbox-settings'"
@@ -1305,6 +1408,13 @@ export default {
             @register-webhook="registerWebhook"
           />
         </div>
+        <WhatsappManualMigrationDialog
+          v-if="showWhatsAppManualMigration"
+          ref="whatsappManualMigrationDialog"
+          :inbox="inbox"
+          :is-loading="isTransferringWhatsAppToManual"
+          @reconnect="transferWhatsAppToManualSetup"
+        />
       </div>
     </section>
   </div>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/CloudWhatsapp.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/CloudWhatsapp.vue
index 0c1ac3a14..97a884555 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/CloudWhatsapp.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/CloudWhatsapp.vue
@@ -5,6 +5,7 @@ import { useAlert } from 'dashboard/composables';
 import { required } from '@vuelidate/validators';
 import router from '../../../../index';
 import { isPhoneE164OrEmpty, isNumber } from 'shared/helpers/Validators';
+import InboxesAPI from 'dashboard/api/inboxes';
 
 import NextButton from 'dashboard/components-next/button/Button.vue';
 
@@ -12,6 +13,12 @@ export default {
   components: {
     NextButton,
   },
+  props: {
+    enableCallingOnComplete: {
+      type: Boolean,
+      default: false,
+    },
+  },
   setup() {
     return { v$: useVuelidate() };
   },
@@ -59,6 +66,14 @@ export default {
           }
         );
 
+        if (this.enableCallingOnComplete) {
+          try {
+            await InboxesAPI.enableWhatsappCalling(whatsappChannel.id);
+          } catch (_) {
+            useAlert(this.$t('INBOX_MGMT.WHATSAPP_CALLING.ENABLE_FAILED'));
+          }
+        }
+
         router.replace({
           name: 'settings_inboxes_add_agents',
           params: {
@@ -165,6 +180,7 @@ export default {
 
     <div class="w-full mt-4">
       <NextButton
+        :disabled="uiFlags.isCreating"
         :is-loading="uiFlags.isCreating"
         type="submit"
         solid
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Instagram.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Instagram.vue
index f603cfc56..ee7abe9a9 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Instagram.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Instagram.vue
@@ -1,15 +1,23 @@
 <script setup>
-import { ref, onMounted } from 'vue';
+import { computed, ref, onMounted } from 'vue';
 import { useI18n } from 'vue-i18n';
 import instagramClient from 'dashboard/api/channel/instagramClient';
 import Button from 'dashboard/components-next/button/Button.vue';
+import Banner from 'dashboard/components-next/banner/Banner.vue';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
+import { useAccount } from 'dashboard/composables/useAccount';
+import { META_RESTRICTION_STATUS_URL } from 'dashboard/constants/globals';
 
 const { t } = useI18n();
+const { isOnChatwootCloud } = useAccount();
 
 const hasError = ref(false);
 const errorStateMessage = ref('');
 const errorStateDescription = ref('');
 const isRequestingAuthorization = ref(false);
+const isInstagramConnectionRestricted = computed(() => {
+  return isOnChatwootCloud.value;
+});
 
 onMounted(() => {
   const urlParams = new URLSearchParams(window.location.search);
@@ -56,7 +64,7 @@ const requestAuthorization = async () => {
       </div>
       <div
         v-else
-        class="flex flex-col items-center justify-center px-8 py-10 text-center rounded-2xl outline outline-1 outline-n-weak"
+        class="flex flex-col items-center justify-center w-full px-8 py-10 text-center rounded-2xl outline outline-1 outline-n-weak"
       >
         <h6 class="text-2xl font-medium">
           {{ $t('INBOX_MGMT.ADD.INSTAGRAM.CONNECT_YOUR_INSTAGRAM_PROFILE') }}
@@ -68,11 +76,36 @@ const requestAuthorization = async () => {
           class="text-white !rounded-full !px-6 bg-gradient-to-r from-[#833AB4] via-[#FD1D1D] to-[#FCAF45]"
           lg
           icon="i-ri-instagram-line"
-          :disabled="isRequestingAuthorization"
+          :disabled="
+            isRequestingAuthorization || isInstagramConnectionRestricted
+          "
           :is-loading="isRequestingAuthorization"
           :label="$t('INBOX_MGMT.ADD.INSTAGRAM.CONTINUE_WITH_INSTAGRAM')"
           @click="requestAuthorization()"
         />
+        <Banner
+          v-if="isInstagramConnectionRestricted"
+          color="amber"
+          class="w-full max-w-2xl mt-6"
+        >
+          <div class="flex items-start gap-3 text-left">
+            <Icon
+              icon="i-lucide-triangle-alert"
+              class="flex-shrink-0 size-4 mt-0.5"
+            />
+            <span>
+              {{ $t('INBOX_MGMT.ADD.INSTAGRAM.RESTRICTED_WARNING') }}
+              <a
+                :href="META_RESTRICTION_STATUS_URL"
+                class="link underline"
+                rel="noopener noreferrer nofollow"
+                target="_blank"
+              >
+                {{ $t('INBOX_MGMT.ADD.INSTAGRAM.STATUS_LINK') }}
+              </a>
+            </span>
+          </div>
+        </Banner>
       </div>
     </div>
   </div>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Whatsapp.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Whatsapp.vue
index 98cc90fee..3e822f796 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Whatsapp.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Whatsapp.vue
@@ -7,11 +7,13 @@ import ThreeSixtyDialogWhatsapp from './360DialogWhatsapp.vue';
 import CloudWhatsapp from './CloudWhatsapp.vue';
 import WhatsappEmbeddedSignup from './WhatsappEmbeddedSignup.vue';
 import ChannelSelector from 'dashboard/components/ChannelSelector.vue';
-import { IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED } from 'dashboard/constants/globals';
+import { useAccount } from 'dashboard/composables/useAccount';
+import { META_RESTRICTION_STATUS_URL } from 'dashboard/constants/globals';
 
 const route = useRoute();
 const router = useRouter();
 const { t } = useI18n();
+const { isOnChatwootCloud } = useAccount();
 
 const PROVIDER_TYPES = {
   WHATSAPP: 'whatsapp',
@@ -22,9 +24,12 @@ const PROVIDER_TYPES = {
   THREE_SIXTY_DIALOG: '360dialog',
 };
 
+const isWhatsappEmbeddedSignupRestricted = computed(() => {
+  return isOnChatwootCloud.value;
+});
+
 const hasWhatsappAppId = computed(() => {
   return (
-    !IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED &&
     window.chatwootConfig?.whatsappAppId &&
     window.chatwootConfig.whatsappAppId !== 'none'
   );
@@ -103,7 +108,11 @@ const handleManualLinkClick = () => {
             hasWhatsappAppId && selectedProvider === PROVIDER_TYPES.WHATSAPP
           "
         >
-          <WhatsappEmbeddedSignup />
+          <WhatsappEmbeddedSignup
+            :is-disabled="isWhatsappEmbeddedSignupRestricted"
+            :show-restriction-alert="isWhatsappEmbeddedSignupRestricted"
+            :restriction-status-url="META_RESTRICTION_STATUS_URL"
+          />
 
           <!-- Manual setup fallback option -->
           <div class="pt-6 mt-6 border-t border-n-weak">
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/WhatsappCall.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/WhatsappCall.vue
index c27cd7d1f..abaa6c0e3 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/WhatsappCall.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/WhatsappCall.vue
@@ -1,11 +1,11 @@
 <script setup>
-import WhatsappEmbeddedSignup from './WhatsappEmbeddedSignup.vue';
+import CloudWhatsapp from './CloudWhatsapp.vue';
 </script>
 
 <template>
   <div class="overflow-auto col-span-6 p-6 w-full h-full">
     <div class="px-6 py-5 rounded-2xl border border-n-weak">
-      <WhatsappEmbeddedSignup enable-calling-on-complete />
+      <CloudWhatsapp enable-calling-on-complete />
     </div>
   </div>
 </template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/WhatsappEmbeddedSignup.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/WhatsappEmbeddedSignup.vue
index 3dda0ad8e..0972e4b95 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/WhatsappEmbeddedSignup.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/inbox/channels/WhatsappEmbeddedSignup.vue
@@ -7,6 +7,7 @@ import { useAlert } from 'dashboard/composables';
 import { useWhatsappEmbeddedSignup } from 'dashboard/composables/useWhatsappEmbeddedSignup';
 import Icon from 'next/icon/Icon.vue';
 import NextButton from 'next/button/Button.vue';
+import Banner from 'next/banner/Banner.vue';
 import LoadingState from 'dashboard/components/widgets/LoadingState.vue';
 import InboxesAPI from 'dashboard/api/inboxes';
 import { parseAPIErrorResponse } from 'dashboard/store/utils/api';
@@ -17,6 +18,22 @@ const props = defineProps({
     type: Boolean,
     default: false,
   },
+  isDisabled: {
+    type: Boolean,
+    default: false,
+  },
+  showRestrictionAlert: {
+    type: Boolean,
+    default: false,
+  },
+  restrictionStatusUrl: {
+    type: String,
+    default: '',
+  },
+  restrictionWarningText: {
+    type: String,
+    default: '',
+  },
 });
 
 const store = useStore();
@@ -81,6 +98,8 @@ const handleSignupSuccess = async inboxData => {
 };
 
 const launchEmbeddedSignup = async () => {
+  if (props.isDisabled) return;
+
   let credentials;
   try {
     credentials = await runEmbeddedSignup();
@@ -174,9 +193,33 @@ const launchEmbeddedSignup = async () => {
         </I18nT>
       </div>
 
+      <Banner v-if="showRestrictionAlert" color="amber" class="w-full mb-6">
+        <div class="flex items-start gap-3 text-left">
+          <Icon
+            icon="i-lucide-triangle-alert"
+            class="flex-shrink-0 size-4 mt-0.5"
+          />
+          <span>
+            {{
+              restrictionWarningText ||
+              $t('INBOX_MGMT.ADD.WHATSAPP.EMBEDDED_SIGNUP.RESTRICTED_WARNING')
+            }}
+            <a
+              v-if="restrictionStatusUrl"
+              :href="restrictionStatusUrl"
+              class="link underline"
+              rel="noopener noreferrer nofollow"
+              target="_blank"
+            >
+              {{ $t('INBOX_MGMT.ADD.WHATSAPP.EMBEDDED_SIGNUP.STATUS_LINK') }}
+            </a>
+          </span>
+        </div>
+      </Banner>
+
       <div class="flex mt-4">
         <NextButton
-          :disabled="isAuthenticating"
+          :disabled="isAuthenticating || isDisabled"
           :is-loading="isAuthenticating"
           faded
           slate
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/components/WhatsappManualMigrationBanner.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/components/WhatsappManualMigrationBanner.vue
new file mode 100644
index 000000000..bc80d867a
--- /dev/null
+++ b/app/javascript/dashboard/routes/dashboard/settings/inbox/components/WhatsappManualMigrationBanner.vue
@@ -0,0 +1,46 @@
+<script setup>
+import { computed } from 'vue';
+import { useI18n } from 'vue-i18n';
+import Banner from 'dashboard/components-next/banner/Banner.vue';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
+
+const emit = defineEmits(['start']);
+const { t } = useI18n();
+
+const WHATSAPP_MANUAL_MIGRATION_GUIDE_URL =
+  'https://www.chatwoot.com/hc/user-guide/articles/1756799850-how-to-setup-a-whats_app-channel-manual-flow';
+
+const copy = computed(() => ({
+  title: t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.BANNER.TITLE'),
+  description: t(
+    'INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.BANNER.DESCRIPTION'
+  ),
+  start: t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.BANNER.START'),
+  guide: t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.BANNER.GUIDE'),
+}));
+</script>
+
+<template>
+  <Banner color="amber" :action-label="copy.start" @action="emit('start')">
+    <div class="flex items-start gap-2">
+      <Icon
+        icon="i-lucide-triangle-alert"
+        class="flex-shrink-0 mt-0.5 size-4 text-n-amber-11"
+      />
+      <div class="flex flex-col gap-0.5">
+        <span class="font-medium text-n-amber-12">{{ copy.title }}</span>
+        <span>
+          {{ copy.description }}
+          <a
+            :href="WHATSAPP_MANUAL_MIGRATION_GUIDE_URL"
+            target="_blank"
+            rel="noopener noreferrer"
+            class="underline link underline-offset-2"
+          >
+            {{ copy.guide }}
+          </a>
+        </span>
+      </div>
+    </div>
+  </Banner>
+</template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/components/WhatsappManualMigrationDialog.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/components/WhatsappManualMigrationDialog.vue
new file mode 100644
index 000000000..6e7136a02
--- /dev/null
+++ b/app/javascript/dashboard/routes/dashboard/settings/inbox/components/WhatsappManualMigrationDialog.vue
@@ -0,0 +1,524 @@
+<script setup>
+import { computed, ref } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useBranding } from 'shared/composables/useBranding';
+import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
+import NextButton from 'dashboard/components-next/button/Button.vue';
+import Input from 'dashboard/components-next/input/Input.vue';
+import TextArea from 'dashboard/components-next/textarea/TextArea.vue';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
+
+const props = defineProps({
+  inbox: {
+    type: Object,
+    required: true,
+  },
+  isLoading: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits(['reconnect']);
+const { t } = useI18n();
+const { replaceInstallationName } = useBranding();
+
+const WHATSAPP_MANUAL_MIGRATION_GUIDE_URL =
+  'https://www.chatwoot.com/hc/user-guide/articles/1756799850-how-to-setup-a-whats_app-channel-manual-flow';
+
+const dialogRef = ref(null);
+const currentStep = ref(0);
+
+const buildForm = () => ({
+  wabaId: props.inbox.provider_config?.business_account_id || '',
+  phoneNumberId: props.inbox.provider_config?.phone_number_id || '',
+  displayPhoneNumber: props.inbox.phone_number || '',
+  accessToken: '',
+});
+
+const form = ref(buildForm());
+
+const copy = computed(() => ({
+  eyebrow: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.EYEBROW`
+  ),
+  title: t(`INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.TITLE`),
+  close: t(`INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.CLOSE`),
+  actionRequiredTitle: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.ACTION_REQUIRED_TITLE`
+  ),
+  actionRequiredDescription: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.ACTION_REQUIRED_DESCRIPTION`
+  ),
+  guideLink: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.GUIDE_LINK`
+  ),
+  preservedTitle: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.PRESERVED_TITLE`
+  ),
+  preservedDescription: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.PRESERVED_DESCRIPTION`
+  ),
+  updatedTitle: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.UPDATED_TITLE`
+  ),
+  updatedDescription: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.UPDATED_DESCRIPTION`
+  ),
+  wabaId: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.WABA_ID`
+  ),
+  wabaPlaceholder: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.WABA_PLACEHOLDER`
+  ),
+  wabaHelp: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.WABA_HELP`
+  ),
+  phoneNumberId: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.PHONE_NUMBER_ID`
+  ),
+  phoneNumberPlaceholder: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.PHONE_NUMBER_PLACEHOLDER`
+  ),
+  phoneNumberHelp: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.PHONE_NUMBER_HELP`
+  ),
+  displayPhoneNumber: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.DISPLAY_PHONE_NUMBER`
+  ),
+  displayPhoneNumberPlaceholder: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.DISPLAY_PHONE_NUMBER_PLACEHOLDER`
+  ),
+  displayPhoneNumberHelp: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.DISPLAY_PHONE_NUMBER_HELP`
+  ),
+  accessToken: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.ACCESS_TOKEN`
+  ),
+  accessTokenPlaceholder: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.ACCESS_TOKEN_PLACEHOLDER`
+  ),
+  tokenHelpPrefix: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.TOKEN_HELP_PREFIX`
+  ),
+  tokenHelpMiddle: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.TOKEN_HELP_MIDDLE`
+  ),
+  tokenHelpSuffix: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.TOKEN_HELP_SUFFIX`
+  ),
+  messagingPermission: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.MESSAGING_PERMISSION`
+  ),
+  managementPermission: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.MANAGEMENT_PERMISSION`
+  ),
+  reviewTitle: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.REVIEW_TITLE`
+  ),
+  inbox: t(`INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.INBOX`),
+  phoneNumber: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.PHONE_NUMBER`
+  ),
+  notEntered: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.NOT_ENTERED`
+  ),
+  verifyNotice: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.VERIFY_NOTICE`
+  ),
+  back: t(`INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.BACK`),
+  cancel: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.CANCEL`
+  ),
+  continue: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.CONTINUE`
+  ),
+  reviewMigration: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.REVIEW_MIGRATION`
+  ),
+  reconnect: t(
+    `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.DIALOG.RECONNECT`
+  ),
+}));
+
+const steps = computed(() => [
+  {
+    title: t(
+      `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.STEPS.BEFORE_YOU_START.TITLE`
+    ),
+    description: t(
+      `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.STEPS.BEFORE_YOU_START.DESCRIPTION`
+    ),
+  },
+  {
+    title: t(
+      `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.STEPS.BUSINESS_DETAILS.TITLE`
+    ),
+    description: t(
+      `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.STEPS.BUSINESS_DETAILS.DESCRIPTION`
+    ),
+  },
+  {
+    title: t(
+      `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.STEPS.ACCESS_TOKEN.TITLE`
+    ),
+    description: t(
+      `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.STEPS.ACCESS_TOKEN.DESCRIPTION`
+    ),
+  },
+  {
+    title: t(
+      `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.STEPS.REVIEW_MIGRATION.TITLE`
+    ),
+    description: t(
+      `INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_MANUAL_MIGRATION.STEPS.REVIEW_MIGRATION.DESCRIPTION`
+    ),
+  },
+]);
+
+const currentStepDetails = computed(() => steps.value[currentStep.value]);
+const isFirstStep = computed(() => currentStep.value === 0);
+const isLastStep = computed(() => currentStep.value === steps.value.length - 1);
+const guideUrl = WHATSAPP_MANUAL_MIGRATION_GUIDE_URL;
+const hasBusinessDetails = computed(
+  () => form.value.wabaId.trim() && form.value.phoneNumberId.trim()
+);
+const hasAccessToken = computed(() => form.value.accessToken.trim());
+const canContinue = computed(() => {
+  if (currentStep.value === 1) return hasBusinessDetails.value;
+  if (currentStep.value === 2) return hasAccessToken.value;
+  if (isLastStep.value) {
+    return hasBusinessDetails.value && hasAccessToken.value;
+  }
+
+  return true;
+});
+
+const open = () => {
+  currentStep.value = 0;
+  form.value = buildForm();
+  dialogRef.value?.open();
+};
+
+const close = () => dialogRef.value?.close();
+
+const goBack = () => {
+  if (!isFirstStep.value) currentStep.value -= 1;
+};
+
+const goNext = () => {
+  if (!isLastStep.value) currentStep.value += 1;
+};
+
+const reconnect = () => {
+  if (!canContinue.value) return;
+
+  emit('reconnect', {
+    wabaId: form.value.wabaId.trim(),
+    phoneNumberId: form.value.phoneNumberId.trim(),
+    accessToken: form.value.accessToken.trim(),
+  });
+};
+
+defineExpose({ open, close });
+</script>
+
+<template>
+  <Dialog
+    ref="dialogRef"
+    width="3xl"
+    position="top"
+    :show-confirm-button="false"
+    :show-cancel-button="false"
+    overflow-y-auto
+  >
+    <div class="flex flex-col gap-5 h-[24rem]">
+      <div class="flex items-start justify-between gap-4">
+        <div class="min-w-0">
+          <p class="mb-1 text-sm font-medium text-n-slate-11">
+            {{ copy.eyebrow }}
+          </p>
+          <h3 class="m-0 text-xl font-semibold text-n-slate-12">
+            {{ copy.title }}
+          </h3>
+          <p class="mt-2 mb-0 text-sm text-n-slate-11 min-h-[2.5rem]">
+            {{ replaceInstallationName(currentStepDetails.description) }}
+          </p>
+        </div>
+        <NextButton
+          v-tooltip="copy.close"
+          type="button"
+          variant="ghost"
+          color="slate"
+          size="sm"
+          icon="i-lucide-x"
+          :aria-label="copy.close"
+          @click="close"
+        />
+      </div>
+
+      <div
+        class="grid flex-1 gap-6 overflow-y-auto min-h-0 grid-cols-[11rem,1fr]"
+      >
+        <ol class="flex flex-col p-0 m-0 list-none">
+          <li
+            v-for="(step, index) in steps"
+            :key="step.title"
+            class="relative flex gap-3"
+          >
+            <div class="relative flex flex-col items-center">
+              <span
+                class="z-10 grid text-xs font-semibold transition-colors rounded-full size-6 place-content-center"
+                :class="
+                  index < currentStep
+                    ? 'bg-n-teal-9 text-white'
+                    : index === currentStep
+                      ? 'bg-n-blue-9 text-white'
+                      : 'bg-n-alpha-2 text-n-slate-11 outline outline-1 outline-n-container -outline-offset-1'
+                "
+              >
+                <Icon
+                  v-if="index < currentStep"
+                  icon="i-lucide-check"
+                  class="size-3.5"
+                />
+                <span v-else>{{ index + 1 }}</span>
+              </span>
+              <span
+                v-if="index < steps.length - 1"
+                class="flex-1 my-1 rounded-full w-0.5"
+                :class="index < currentStep ? 'bg-n-teal-9' : 'bg-n-slate-4'"
+              />
+            </div>
+            <span
+              class="text-sm leading-6 truncate min-w-0"
+              :class="[
+                index < steps.length - 1 ? 'pb-6' : '',
+                index === currentStep
+                  ? 'font-medium text-n-slate-12'
+                  : 'text-n-slate-11',
+              ]"
+            >
+              {{ step.title }}
+            </span>
+          </li>
+        </ol>
+
+        <div class="min-w-0">
+          <section v-if="currentStep === 0" class="flex flex-col gap-5">
+            <div
+              class="flex gap-3 p-3 border rounded-xl border-n-weak bg-n-alpha-2"
+            >
+              <span
+                class="grid flex-shrink-0 rounded-lg size-8 place-content-center bg-n-amber-3 text-n-amber-11"
+              >
+                <Icon icon="i-lucide-triangle-alert" class="size-4" />
+              </span>
+              <div>
+                <h4 class="mt-0 mb-1 text-base font-medium text-n-slate-12">
+                  {{ copy.actionRequiredTitle }}
+                </h4>
+                <p class="m-0 text-sm text-n-slate-11">
+                  {{ copy.actionRequiredDescription }}
+                </p>
+              </div>
+            </div>
+
+            <div class="grid gap-3 sm:grid-cols-2">
+              <div
+                class="flex flex-col gap-1 p-3 rounded-xl bg-n-solid-2 outline outline-1 outline-n-container -outline-offset-1"
+              >
+                <div class="flex items-center gap-2">
+                  <Icon icon="i-lucide-check" class="size-4 text-n-teal-11" />
+                  <p class="m-0 text-sm font-medium text-n-slate-12">
+                    {{ copy.preservedTitle }}
+                  </p>
+                </div>
+                <p class="m-0 text-sm text-n-slate-11">
+                  {{ copy.preservedDescription }}
+                </p>
+              </div>
+              <div
+                class="flex flex-col gap-1 p-3 rounded-xl bg-n-solid-2 outline outline-1 outline-n-container -outline-offset-1"
+              >
+                <div class="flex items-center gap-2">
+                  <Icon
+                    icon="i-lucide-refresh-cw"
+                    class="size-4 text-n-blue-11"
+                  />
+                  <p class="m-0 text-sm font-medium text-n-slate-12">
+                    {{ copy.updatedTitle }}
+                  </p>
+                </div>
+                <p class="m-0 text-sm text-n-slate-11">
+                  {{ copy.updatedDescription }}
+                </p>
+              </div>
+            </div>
+
+            <a
+              :href="guideUrl"
+              target="_blank"
+              rel="noopener noreferrer"
+              class="inline-flex items-center gap-1.5 text-sm font-medium text-n-blue-11 hover:underline"
+            >
+              {{ copy.guideLink }}
+              <Icon icon="i-lucide-external-link" class="size-3.5" />
+            </a>
+          </section>
+
+          <section v-else-if="currentStep === 1" class="grid gap-4">
+            <div class="flex flex-col gap-1">
+              <Input
+                v-model="form.wabaId"
+                :label="copy.wabaId"
+                :placeholder="copy.wabaPlaceholder"
+              />
+              <span class="text-xs leading-5 text-n-slate-11">
+                {{ copy.wabaHelp }}
+              </span>
+            </div>
+            <div class="grid gap-4 sm:grid-cols-2">
+              <div class="flex flex-col gap-1">
+                <Input
+                  v-model="form.phoneNumberId"
+                  :label="copy.phoneNumberId"
+                  :placeholder="copy.phoneNumberPlaceholder"
+                />
+                <span class="text-xs leading-5 text-n-slate-11">
+                  {{ copy.phoneNumberHelp }}
+                </span>
+              </div>
+              <div class="flex flex-col gap-1">
+                <Input
+                  v-model="form.displayPhoneNumber"
+                  disabled
+                  :label="copy.displayPhoneNumber"
+                  :placeholder="copy.displayPhoneNumberPlaceholder"
+                />
+                <span class="text-xs leading-5 text-n-slate-11">
+                  {{ copy.displayPhoneNumberHelp }}
+                </span>
+              </div>
+            </div>
+          </section>
+
+          <section v-else-if="currentStep === 2" class="grid gap-4">
+            <TextArea
+              v-model="form.accessToken"
+              :label="copy.accessToken"
+              :placeholder="copy.accessTokenPlaceholder"
+              auto-height
+              min-height="6rem"
+              max-height="12rem"
+            />
+            <div
+              class="flex gap-3 p-3 border rounded-xl bg-n-blue-3 border-n-blue-4 text-n-blue-11"
+            >
+              <Icon icon="i-lucide-info" class="flex-shrink-0 size-4 mt-0.5" />
+              <p class="m-0 text-sm">
+                {{ copy.tokenHelpPrefix }}
+                <code>{{ copy.messagingPermission }}</code>
+                {{ copy.tokenHelpMiddle }}
+                <code>{{ copy.managementPermission }}</code>
+                {{ copy.tokenHelpSuffix }}
+              </p>
+            </div>
+          </section>
+
+          <section
+            v-else
+            class="flex flex-col gap-4 p-4 rounded-xl bg-n-solid-2 outline outline-1 outline-n-container -outline-offset-1"
+          >
+            <h4 class="m-0 text-base font-medium text-n-slate-12">
+              {{ copy.reviewTitle }}
+            </h4>
+            <dl class="grid gap-3 m-0 sm:grid-cols-2">
+              <div>
+                <dt class="text-xs text-n-slate-11">{{ copy.inbox }}</dt>
+                <dd class="m-0 text-sm font-medium text-n-slate-12">
+                  {{ inbox.name }}
+                </dd>
+              </div>
+              <div>
+                <dt class="text-xs text-n-slate-11">
+                  {{ copy.phoneNumber }}
+                </dt>
+                <dd class="m-0 text-sm font-medium text-n-slate-12">
+                  {{ form.displayPhoneNumber || inbox.phone_number }}
+                </dd>
+              </div>
+              <div>
+                <dt class="text-xs text-n-slate-11">{{ copy.wabaId }}</dt>
+                <dd class="m-0 text-sm font-medium text-n-slate-12">
+                  {{ form.wabaId || copy.notEntered }}
+                </dd>
+              </div>
+              <div>
+                <dt class="text-xs text-n-slate-11">
+                  {{ copy.phoneNumberId }}
+                </dt>
+                <dd class="m-0 text-sm font-medium text-n-slate-12">
+                  {{ form.phoneNumberId || copy.notEntered }}
+                </dd>
+              </div>
+            </dl>
+            <div
+              class="flex gap-3 p-3 border rounded-lg bg-n-alpha-2 border-n-weak text-n-slate-11"
+            >
+              <Icon
+                icon="i-lucide-shield-check"
+                class="flex-shrink-0 size-4 mt-0.5 text-n-teal-11"
+              />
+              <p class="m-0 text-sm">
+                {{ replaceInstallationName(copy.verifyNotice) }}
+              </p>
+            </div>
+          </section>
+        </div>
+      </div>
+    </div>
+
+    <template #footer>
+      <div class="flex items-center justify-between w-full gap-3">
+        <NextButton
+          type="button"
+          variant="faded"
+          color="slate"
+          :disabled="isFirstStep"
+          @click="goBack"
+        >
+          {{ copy.back }}
+        </NextButton>
+        <div class="flex items-center gap-2">
+          <NextButton
+            type="button"
+            variant="ghost"
+            color="slate"
+            @click="close"
+          >
+            {{ copy.cancel }}
+          </NextButton>
+          <NextButton
+            v-if="!isLastStep"
+            type="button"
+            :disabled="!canContinue"
+            @click="goNext"
+          >
+            {{ currentStep === 2 ? copy.reviewMigration : copy.continue }}
+          </NextButton>
+          <NextButton
+            v-else
+            type="button"
+            color="teal"
+            :disabled="!canContinue"
+            :is-loading="isLoading"
+            @click="reconnect"
+          >
+            {{ copy.reconnect }}
+          </NextButton>
+        </div>
+      </div>
+    </template>
+  </Dialog>
+</template>
diff --git a/app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/ConfigurationPage.vue b/app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/ConfigurationPage.vue
index 8beaea489..e1ecdbd3f 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/ConfigurationPage.vue
+++ b/app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/ConfigurationPage.vue
@@ -10,7 +10,6 @@ import { useVuelidate } from '@vuelidate/core';
 import { required } from '@vuelidate/validators';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 import TextArea from 'next/textarea/TextArea.vue';
-import WhatsappReauthorize from '../channels/whatsapp/Reauthorize.vue';
 import { sanitizeAllowedDomains } from 'dashboard/helper/URLHelper';
 
 export default {
@@ -22,7 +21,6 @@ export default {
     SmtpSettings,
     NextButton,
     TextArea,
-    WhatsappReauthorize,
   },
   mixins: [inboxMixin],
   props: {
@@ -39,7 +37,6 @@ export default {
       hmacMandatory: false,
       allowMobileWebview: false,
       whatsAppInboxAPIKey: '',
-      isRequestingReauthorization: false,
       isSyncingTemplates: false,
       allowedDomains: '',
       isUpdatingAllowedDomains: false,
@@ -53,9 +50,6 @@ export default {
     isEmbeddedSignupWhatsApp() {
       return this.inbox.provider_config?.source === 'embedded_signup';
     },
-    whatsappAppId() {
-      return window.chatwootConfig?.whatsappAppId;
-    },
     isForwardingEnabled() {
       return !!this.inbox.forwarding_enabled;
     },
@@ -166,11 +160,6 @@ export default {
         useAlert(this.$t('INBOX_MGMT.EDIT.API.ERROR_MESSAGE'));
       }
     },
-    async handleReconfigure() {
-      if (this.$refs.whatsappReauth) {
-        await this.$refs.whatsappReauth.requestAuthorization();
-      }
-    },
     async syncTemplates() {
       this.isSyncingTemplates = true;
       try {
@@ -362,22 +351,17 @@ export default {
       <!-- Embedded Signup Section -->
       <template v-if="isEmbeddedSignupWhatsApp">
         <SettingsFieldSection
-          v-if="whatsappAppId"
-          :label="
-            $t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_EMBEDDED_SIGNUP_TITLE')
+          :label="$t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_WEBHOOK_TITLE')"
+          :help-text="
+            $t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_WEBHOOK_SUBHEADER')
           "
-          :help-text="`${$t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_EMBEDDED_SIGNUP_SUBHEADER')} ${$t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_EMBEDDED_SIGNUP_DESCRIPTION')}`"
         >
-          <div class="flex flex-col gap-1 items-start">
-            <NextButton @click="handleReconfigure">
-              {{ $t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_RECONFIGURE_BUTTON') }}
-            </NextButton>
-          </div>
+          <woot-code :script="inbox.provider_config.webhook_verify_token" />
         </SettingsFieldSection>
       </template>
 
       <!-- Manual Setup Section -->
-      <template v-else>
+      <template v-else-if="!isEmbeddedSignupWhatsApp">
         <SettingsFieldSection
           :label="$t('INBOX_MGMT.SETTINGS_POPUP.WHATSAPP_WEBHOOK_TITLE')"
           :help-text="
@@ -435,12 +419,6 @@ export default {
         </NextButton>
       </SettingsFieldSection>
     </div>
-    <WhatsappReauthorize
-      v-if="isEmbeddedSignupWhatsApp"
-      ref="whatsappReauth"
-      :inbox="inbox"
-      class="hidden"
-    />
   </div>
 </template>
 
diff --git a/app/javascript/widget/api/endPoints.js b/app/javascript/widget/api/endPoints.js
index 713de56f1..b1c76e94f 100755
--- a/app/javascript/widget/api/endPoints.js
+++ b/app/javascript/widget/api/endPoints.js
@@ -11,6 +11,7 @@ const createConversation = params => {
         name: params.fullName,
         email: params.emailAddress,
         phone_number: params.phoneNumber,
+        custom_attributes: params.contactCustomAttributes,
       },
       message: {
         content: params.message,
diff --git a/app/javascript/widget/api/specs/endPoints.spec.js b/app/javascript/widget/api/specs/endPoints.spec.js
index b95b2f659..cf7f2486b 100644
--- a/app/javascript/widget/api/specs/endPoints.spec.js
+++ b/app/javascript/widget/api/specs/endPoints.spec.js
@@ -32,6 +32,50 @@ describe('#sendMessage', () => {
   });
 });
 
+describe('#createConversation', () => {
+  it('includes contact custom attributes in the payload', () => {
+    const spy = vi.spyOn(global, 'Date').mockImplementation(() => ({
+      toString: () => 'mock date',
+    }));
+    vi.spyOn(window, 'location', 'get').mockReturnValue({
+      ...window.location,
+      search: '?param=1',
+    });
+
+    window.WOOT_WIDGET = {
+      $root: { $i18n: { locale: 'ar' } },
+    };
+
+    const result = endPoints.createConversation({
+      fullName: 'John',
+      emailAddress: 'john@example.com',
+      phoneNumber: '+919745313456',
+      message: 'hey',
+      customAttributes: { order_id: '12345' },
+      contactCustomAttributes: { cpf: '123.456.789-09' },
+    });
+
+    expect(result).toEqual({
+      url: `/api/v1/widget/conversations?param=1&locale=ar`,
+      params: {
+        contact: {
+          name: 'John',
+          email: 'john@example.com',
+          phone_number: '+919745313456',
+          custom_attributes: { cpf: '123.456.789-09' },
+        },
+        message: {
+          content: 'hey',
+          timestamp: 'mock date',
+          referer_url: '',
+        },
+        custom_attributes: { order_id: '12345' },
+      },
+    });
+    spy.mockRestore();
+  });
+});
+
 describe('#sendMessage with pending metadata', () => {
   it('includes custom_attributes and labels in payload', () => {
     const spy = vi.spyOn(global, 'Date').mockImplementation(() => ({
diff --git a/app/javascript/widget/views/PreChatForm.vue b/app/javascript/widget/views/PreChatForm.vue
index 4872edbcd..5bbac0596 100644
--- a/app/javascript/widget/views/PreChatForm.vue
+++ b/app/javascript/widget/views/PreChatForm.vue
@@ -3,7 +3,6 @@ import { mapActions } from 'vuex';
 import { useRouter } from 'vue-router';
 import PreChatForm from '../components/PreChat/Form.vue';
 import configMixin from '../mixins/configMixin';
-import { isEmptyObject } from 'widget/helpers/utils';
 import { ON_CONVERSATION_CREATED } from '../constants/widgetBusEvents';
 import { emitter } from 'shared/helpers/mitt';
 
@@ -42,6 +41,10 @@ export default {
       contactCustomAttributes,
       conversationCustomAttributes,
     }) {
+      // Contact custom attributes are sent within the same request that
+      // identifies the contact. A separate update call would race the contact
+      // merge on the server (matching email/phone) and write the values to
+      // the destroyed contact, silently losing them.
       if (activeCampaignId) {
         emitter.emit('execute-campaign', {
           campaignId: activeCampaignId,
@@ -52,6 +55,7 @@ export default {
             email: emailAddress,
             name: fullName,
             phone_number: phoneNumber,
+            custom_attributes: contactCustomAttributes,
           },
         });
       } else {
@@ -63,14 +67,9 @@ export default {
           message: message,
           phoneNumber: phoneNumber,
           customAttributes: conversationCustomAttributes,
+          contactCustomAttributes: contactCustomAttributes,
         });
       }
-      if (!isEmptyObject(contactCustomAttributes)) {
-        this.$store.dispatch(
-          'contacts/setCustomAttributes',
-          contactCustomAttributes
-        );
-      }
     },
   },
 };
diff --git a/app/javascript/widget/views/specs/PreChatForm.spec.js b/app/javascript/widget/views/specs/PreChatForm.spec.js
new file mode 100644
index 000000000..25bb16b53
--- /dev/null
+++ b/app/javascript/widget/views/specs/PreChatForm.spec.js
@@ -0,0 +1,89 @@
+import { shallowMount, flushPromises } from '@vue/test-utils';
+import { createStore } from 'vuex';
+import PreChatFormView from '../PreChatForm.vue';
+
+global.chatwootWebChannel = {
+  preChatFormEnabled: true,
+  preChatFormOptions: { pre_chat_fields: [], pre_chat_message: '' },
+};
+
+describe('PreChatForm view', () => {
+  let createConversation;
+  let setCustomAttributes;
+  let updateContact;
+  let store;
+
+  beforeEach(() => {
+    createConversation = vi.fn();
+    setCustomAttributes = vi.fn();
+    updateContact = vi.fn();
+    store = createStore({
+      modules: {
+        conversation: {
+          namespaced: true,
+          actions: { createConversation, clearConversations: vi.fn() },
+        },
+        conversationAttributes: {
+          namespaced: true,
+          actions: { clearConversationAttributes: vi.fn() },
+        },
+        contacts: {
+          namespaced: true,
+          actions: { setCustomAttributes, update: updateContact },
+        },
+      },
+    });
+  });
+
+  const mountView = () =>
+    shallowMount(PreChatFormView, { global: { plugins: [store] } });
+
+  it('sends contact custom attributes with the conversation create request', async () => {
+    const wrapper = mountView();
+    wrapper.vm.onSubmit({
+      fullName: 'John',
+      emailAddress: 'john@example.com',
+      message: 'hey',
+      contactCustomAttributes: { cpf: '123.456.789-09' },
+      conversationCustomAttributes: { order_id: '12345' },
+    });
+    await flushPromises();
+
+    expect(createConversation).toHaveBeenCalledWith(expect.anything(), {
+      fullName: 'John',
+      emailAddress: 'john@example.com',
+      message: 'hey',
+      phoneNumber: undefined,
+      customAttributes: { order_id: '12345' },
+      contactCustomAttributes: { cpf: '123.456.789-09' },
+    });
+    // attributes ride along in the create request itself; a separate call
+    // would race the contact merge on the server and write to a destroyed
+    // contact
+    expect(setCustomAttributes).not.toHaveBeenCalled();
+  });
+
+  it('sends contact custom attributes along with the contact update for campaigns', async () => {
+    const wrapper = mountView();
+    wrapper.vm.onSubmit({
+      fullName: 'John',
+      emailAddress: 'john@example.com',
+      phoneNumber: null,
+      activeCampaignId: 42,
+      contactCustomAttributes: { cpf: '123.456.789-09' },
+      conversationCustomAttributes: {},
+    });
+    await flushPromises();
+
+    expect(updateContact).toHaveBeenCalledWith(expect.anything(), {
+      user: {
+        email: 'john@example.com',
+        name: 'John',
+        phone_number: null,
+        custom_attributes: { cpf: '123.456.789-09' },
+      },
+    });
+    expect(createConversation).not.toHaveBeenCalled();
+    expect(setCustomAttributes).not.toHaveBeenCalled();
+  });
+});
diff --git a/app/models/assignment_policy.rb b/app/models/assignment_policy.rb
index 69b619581..12c46aa97 100644
--- a/app/models/assignment_policy.rb
+++ b/app/models/assignment_policy.rb
@@ -22,6 +22,8 @@
 #  index_assignment_policies_on_enabled              (enabled)
 #
 class AssignmentPolicy < ApplicationRecord
+  DEFAULT_EXCLUDE_OLDER_THAN_HOURS = 168
+
   belongs_to :account
   has_many :inbox_assignment_policies, dependent: :destroy
   has_many :inboxes, through: :inbox_assignment_policies
diff --git a/app/models/channel/whatsapp.rb b/app/models/channel/whatsapp.rb
index 2a558cd13..7a109c455 100644
--- a/app/models/channel/whatsapp.rb
+++ b/app/models/channel/whatsapp.rb
@@ -33,6 +33,7 @@ class Channel::Whatsapp < ApplicationRecord
   validate :validate_provider_config
 
   after_create :sync_templates
+  after_update_commit :log_credentials_transfer, if: :saved_change_to_provider_config?
   before_destroy :teardown_webhooks
   after_commit :setup_webhooks, on: :create, if: :should_auto_setup_webhooks?
 
@@ -129,6 +130,15 @@ class Channel::Whatsapp < ApplicationRecord
     errors.add(:provider_config, 'Invalid Credentials') unless provider_service.validate_provider_config?
   end
 
+  # Logs only credential changes, so config-only saves (e.g. calling toggles) stay silent.
+  def log_credentials_transfer
+    before, after = saved_change_to_provider_config
+    keys = %w[api_key phone_number_id business_account_id]
+    return if before.nil? || before.values_at(*keys) == after.values_at(*keys)
+
+    Rails.logger.info("[WHATSAPP_MANUAL_TRANSFER] success account_id=#{account_id} channel_id=#{id}")
+  end
+
   def perform_webhook_setup
     webhook_setup_service.perform
   end
diff --git a/app/services/auto_assignment/assignment_service.rb b/app/services/auto_assignment/assignment_service.rb
index c4c494d57..b29f0ca02 100644
--- a/app/services/auto_assignment/assignment_service.rb
+++ b/app/services/auto_assignment/assignment_service.rb
@@ -35,9 +35,9 @@ class AutoAssignment::AssignmentService
   def unassigned_conversations(limit)
     scope = inbox.conversations.unassigned.open
 
-    # Skip stale backlog with no activity beyond the policy's age threshold (defaults to 7 days)
+    # Skip stale backlog with no activity beyond the age threshold
     policy = inbox.assignment_policy
-    scope = apply_age_exclusions(scope, policy&.exclude_older_than_hours)
+    scope = apply_age_exclusions(scope, age_exclusion_hours(policy))
 
     # Apply conversation priority using assignment policy if available
     scope = if policy&.longest_waiting?
@@ -49,6 +49,12 @@ class AutoAssignment::AssignmentService
     scope.limit(limit)
   end
 
+  def age_exclusion_hours(policy)
+    return policy.exclude_older_than_hours if policy
+
+    AssignmentPolicy::DEFAULT_EXCLUDE_OLDER_THAN_HOURS
+  end
+
   def apply_age_exclusions(scope, hours_threshold)
     return scope if hours_threshold.blank?
 
diff --git a/app/services/conversations/unread_counts.rb b/app/services/conversations/unread_counts.rb
index 1b3ee3fb2..e00f8357d 100644
--- a/app/services/conversations/unread_counts.rb
+++ b/app/services/conversations/unread_counts.rb
@@ -2,9 +2,9 @@ module Conversations::UnreadCounts
   READY_TTL = 24.hours.to_i
   SET_TTL = 25.hours.to_i
   FILTERED_COUNT_FRESH_TTL = 5.minutes.to_i
-  FILTERED_COUNT_STALE_WINDOW = 30.minutes.to_i
+  FILTERED_COUNT_STALE_WINDOW = 1.hour.to_i
   FILTERED_COUNT_REDIS_TTL = FILTERED_COUNT_FRESH_TTL + FILTERED_COUNT_STALE_WINDOW
   FILTERED_COUNT_VERSION_TTL = SET_TTL
-  FILTERED_COUNT_MIN_REFRESH_INTERVAL = 30.seconds.to_i
-  MAX_INLINE_FILTER_BUILDS = 10
+  FILTERED_COUNT_MIN_REFRESH_INTERVAL = 5.minutes.to_i
+  MAX_INLINE_FILTER_BUILDS = 3
 end
diff --git a/app/services/whatsapp/providers/whatsapp_cloud_service.rb b/app/services/whatsapp/providers/whatsapp_cloud_service.rb
index 7981f54b5..69631c468 100644
--- a/app/services/whatsapp/providers/whatsapp_cloud_service.rb
+++ b/app/services/whatsapp/providers/whatsapp_cloud_service.rb
@@ -54,8 +54,17 @@ class Whatsapp::Providers::WhatsappCloudService < Whatsapp::Providers::BaseServi
   end
 
   def validate_provider_config?
-    response = HTTParty.get("#{business_account_path}/message_templates?access_token=#{whatsapp_channel.provider_config['api_key']}")
-    response.success?
+    config = whatsapp_channel.provider_config
+    response = HTTParty.get("#{business_account_path}/message_templates?access_token=#{config['api_key']}")
+    return log_transfer_failure('waba_or_token_check', response) unless response.success?
+    # The templates check only proves the WABA/token pair, so verify the phone_number_id belongs to this WABA when it changes.
+    return true unless whatsapp_channel.provider_config_changed?
+
+    phone_response = HTTParty.get("#{business_account_path}/phone_numbers?fields=id&limit=100&access_token=#{config['api_key']}")
+    ids = phone_response.parsed_response.is_a?(Hash) ? Array(phone_response.parsed_response['data']) : []
+    return true if phone_response.success? && ids.any? { |number| number['id'] == config['phone_number_id'].to_s }
+
+    log_transfer_failure('phone_number_id_check', phone_response)
   end
 
   def api_headers
@@ -81,6 +90,16 @@ class Whatsapp::Providers::WhatsappCloudService < Whatsapp::Providers::BaseServi
 
   private
 
+  # Only credential updates on existing channels are transfer attempts; creation failures are regular setup errors. Returns false.
+  def log_transfer_failure(check, response)
+    return false unless whatsapp_channel.persisted? && whatsapp_channel.provider_config_changed?
+
+    error_message = response.parsed_response.is_a?(Hash) ? response.parsed_response.dig('error', 'message') : nil
+    Rails.logger.warn("[WHATSAPP_MANUAL_TRANSFER] failure account_id=#{whatsapp_channel.account_id} channel_id=#{whatsapp_channel.id} " \
+                      "check=#{check} http_status=#{response.code} meta_error=#{error_message}")
+    false
+  end
+
   def csat_template_service
     @csat_template_service ||= Whatsapp::CsatTemplateService.new(whatsapp_channel)
   end
diff --git a/config/features.yml b/config/features.yml
index 80a3afdf1..c122e7cfc 100644
--- a/config/features.yml
+++ b/config/features.yml
@@ -249,8 +249,11 @@
   display_name: Advanced Assignment
   enabled: false
   premium: true
+- name: whatsapp_manual_transfer
+  display_name: WhatsApp Manual Transfer
+  enabled: false
+  column: feature_flags_ext_1
 - name: delayed_automations
   display_name: Delayed Automations
   enabled: false
-  chatwoot_internal: true
   column: feature_flags_ext_1
diff --git a/db/migrate/20260710000000_change_captain_assistant_description_to_text.rb b/db/migrate/20260710000000_change_captain_assistant_description_to_text.rb
new file mode 100644
index 000000000..4d68ddc3a
--- /dev/null
+++ b/db/migrate/20260710000000_change_captain_assistant_description_to_text.rb
@@ -0,0 +1,9 @@
+class ChangeCaptainAssistantDescriptionToText < ActiveRecord::Migration[7.0]
+  def up
+    change_column :captain_assistants, :description, :text
+  end
+
+  def down
+    change_column :captain_assistants, :description, :string
+  end
+end
diff --git a/db/schema.rb b/db/schema.rb
index 45e09a5b3..c65d8df01 100644
--- a/db/schema.rb
+++ b/db/schema.rb
@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2026_07_09_060200) do
+ActiveRecord::Schema[7.1].define(version: 2026_07_10_000000) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"
@@ -362,7 +362,7 @@ ActiveRecord::Schema[7.1].define(version: 2026_07_09_060200) do
   create_table "captain_assistants", force: :cascade do |t|
     t.string "name", null: false
     t.bigint "account_id", null: false
-    t.string "description"
+    t.text "description"
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
     t.jsonb "config", default: {}, null: false
diff --git a/enterprise/app/models/captain/assistant.rb b/enterprise/app/models/captain/assistant.rb
index 0735987de..d3f6cda8a 100644
--- a/enterprise/app/models/captain/assistant.rb
+++ b/enterprise/app/models/captain/assistant.rb
@@ -4,7 +4,7 @@
 #
 #  id                  :bigint           not null, primary key
 #  config              :jsonb            not null
-#  description         :string
+#  description         :text
 #  guardrails          :jsonb
 #  name                :string           not null
 #  response_guidelines :jsonb
@@ -17,6 +17,8 @@
 #  index_captain_assistants_on_account_id  (account_id)
 #
 class Captain::Assistant < ApplicationRecord
+  DESCRIPTION_LENGTH_LIMIT = 500
+
   include Avatarable
   include Concerns::CaptainToolsHelpers
   include Concerns::Agentable
@@ -39,7 +41,7 @@ class Captain::Assistant < ApplicationRecord
   store_accessor :config, :temperature, :feature_faq, :feature_memory, :feature_contact_attributes, :product_name
 
   validates :name, presence: true
-  validates :description, presence: true
+  validates :description, presence: true, length: { maximum: DESCRIPTION_LENGTH_LIMIT }
   validates :account_id, presence: true
 
   scope :ordered, -> { order(created_at: :desc) }
diff --git a/enterprise/app/models/captain/scenario.rb b/enterprise/app/models/captain/scenario.rb
index 8a6a3c979..895133897 100644
--- a/enterprise/app/models/captain/scenario.rb
+++ b/enterprise/app/models/captain/scenario.rb
@@ -21,6 +21,8 @@
 #  index_captain_scenarios_on_enabled                   (enabled)
 #
 class Captain::Scenario < ApplicationRecord
+  DESCRIPTION_LENGTH_LIMIT = 500
+
   include Concerns::CaptainToolsHelpers
   include Concerns::Agentable
 
@@ -43,7 +45,7 @@ class Captain::Scenario < ApplicationRecord
   belongs_to :account
 
   validates :title, presence: true
-  validates :description, presence: true
+  validates :description, presence: true, length: { maximum: DESCRIPTION_LENGTH_LIMIT }
   validates :instruction, presence: true
   validates :assistant_id, presence: true
   validates :account_id, presence: true
diff --git a/enterprise/app/services/captain/onboarding/website_analyzer_service.rb b/enterprise/app/services/captain/onboarding/website_analyzer_service.rb
index fb6bab33b..10aa4e4ce 100644
--- a/enterprise/app/services/captain/onboarding/website_analyzer_service.rb
+++ b/enterprise/app/services/captain/onboarding/website_analyzer_service.rb
@@ -97,7 +97,7 @@ class Captain::Onboarding::WebsiteAnalyzerService < Llm::BaseAiService
       Guidelines:
       - business_name: Extract the actual company/brand name from the content
       - suggested_assistant_name: Create a friendly, professional name that customers would want to interact with
-      - description: Provide context about the business and what the assistant can help with. Keep it general and adaptable rather than overly specific. For example: "You specialize in helping customers with their orders and product questions" or "You assist customers with their account needs and general inquiries"
+      - description: Provide context about the business and what the assistant can help with in no more than 500 characters. Keep it general and adaptable rather than overly specific. For example: "You specialize in helping customers with their orders and product questions" or "You assist customers with their account needs and general inquiries"
 
       Website content:
       #{@website_content}
diff --git a/enterprise/app/services/enterprise/auto_assignment/assignment_service.rb b/enterprise/app/services/enterprise/auto_assignment/assignment_service.rb
index 36bbb6c90..207e93889 100644
--- a/enterprise/app/services/enterprise/auto_assignment/assignment_service.rb
+++ b/enterprise/app/services/enterprise/auto_assignment/assignment_service.rb
@@ -60,7 +60,7 @@ module Enterprise::AutoAssignment::AssignmentService
     scope = inbox.conversations.unassigned.open
 
     # First apply the assignment policy's age exclusion (defaults to 7 days)
-    scope = apply_age_exclusions(scope, policy&.exclude_older_than_hours)
+    scope = apply_age_exclusions(scope, age_exclusion_hours(policy))
 
     # Then apply the capacity policy's exclusion rules (labels and age)
     scope = apply_exclusion_rules(scope)
diff --git a/package.json b/package.json
index 917a1b97d..d964a30a4 100644
--- a/package.json
+++ b/package.json
@@ -87,6 +87,7 @@
     "opus-recorder": "^8.0.5",
     "pinia": "^3.0.4",
     "prosemirror-commands": "^1.7.1",
+    "prosemirror-inputrules": "^1.4.0",
     "prosemirror-schema-list": "^1.5.1",
     "qrcode": "^1.5.4",
     "semver": "7.6.3",
diff --git a/pnpm-lock.yaml b/pnpm-lock.yaml
index 80fbf318a..0ffb85c18 100644
--- a/pnpm-lock.yaml
+++ b/pnpm-lock.yaml
@@ -183,6 +183,9 @@ importers:
       prosemirror-commands:
         specifier: ^1.7.1
         version: 1.7.1
+      prosemirror-inputrules:
+        specifier: ^1.4.0
+        version: 1.4.0
       prosemirror-schema-list:
         specifier: ^1.5.1
         version: 1.5.1
@@ -9037,7 +9040,7 @@ snapshots:
   prosemirror-state@1.4.3:
     dependencies:
       prosemirror-model: 1.22.3
-      prosemirror-transform: 1.10.0
+      prosemirror-transform: 1.12.0
       prosemirror-view: 1.34.1
 
   prosemirror-tables@1.5.0:
@@ -9065,7 +9068,7 @@ snapshots:
     dependencies:
       prosemirror-model: 1.22.3
       prosemirror-state: 1.4.3
-      prosemirror-transform: 1.10.0
+      prosemirror-transform: 1.12.0
 
   proto-list@1.2.4: {}
 
diff --git a/spec/controllers/api/v1/widget/conversations_controller_spec.rb b/spec/controllers/api/v1/widget/conversations_controller_spec.rb
index 6966c87ea..56bb01282 100644
--- a/spec/controllers/api/v1/widget/conversations_controller_spec.rb
+++ b/spec/controllers/api/v1/widget/conversations_controller_spec.rb
@@ -140,6 +140,51 @@ RSpec.describe '/api/v1/widget/conversations/toggle_typing', type: :request do
       expect(json_response['messages'][0]['content']).to eq 'This is a test message'
     end
 
+    it 'saves contact custom attributes on the widget contact' do
+      post '/api/v1/widget/conversations',
+           headers: { 'X-Auth-Token' => token },
+           params: {
+             website_token: web_widget.website_token,
+             contact: {
+               name: 'contact-name',
+               email: 'contact-email@chatwoot.com',
+               custom_attributes: { cpf: '123.456.789-09' }
+             },
+             message: {
+               content: 'This is a test message'
+             }
+           },
+           as: :json
+
+      expect(response).to have_http_status(:success)
+      expect(contact.reload.custom_attributes['cpf']).to eq('123.456.789-09')
+    end
+
+    it 'saves contact custom attributes on the surviving contact when merged into an existing contact' do
+      existing_contact = create(:contact, account: account, email: 'contact-email@chatwoot.com', custom_attributes: { 'cpf' => 'old-value' })
+
+      post '/api/v1/widget/conversations',
+           headers: { 'X-Auth-Token' => token },
+           params: {
+             website_token: web_widget.website_token,
+             contact: {
+               name: 'contact-name',
+               email: existing_contact.email,
+               custom_attributes: { cpf: '123.456.789-09' }
+             },
+             message: {
+               content: 'This is a test message'
+             }
+           },
+           as: :json
+
+      expect(response).to have_http_status(:success)
+      # the widget contact is merged into the existing contact; the freshly
+      # submitted value must land on the surviving contact and win over stale data
+      expect(Contact.exists?(contact.id)).to be(false)
+      expect(existing_contact.reload.custom_attributes['cpf']).to eq('123.456.789-09')
+    end
+
     it 'doesnt not add phone number if the invalid phone number is provided' do
       existing_contact = create(:contact, account: account)
 
diff --git a/spec/models/account_spec.rb b/spec/models/account_spec.rb
index 9adc98cc0..b91d04455 100644
--- a/spec/models/account_spec.rb
+++ b/spec/models/account_spec.rb
@@ -108,7 +108,6 @@ RSpec.describe Account do
 
     it 'configures the account feature flag extension column' do
       expect(described_class.flag_columns).to include('feature_flags', 'feature_flags_ext_1')
-      expect(described_class.flag_mapping['feature_flags_ext_1']).to eq({})
     end
 
     it 'keeps existing feature flags on the original column' do
diff --git a/spec/models/channel/whatsapp_spec.rb b/spec/models/channel/whatsapp_spec.rb
index cd4fa3a21..10a192004 100644
--- a/spec/models/channel/whatsapp_spec.rb
+++ b/spec/models/channel/whatsapp_spec.rb
@@ -42,8 +42,18 @@ RSpec.describe Channel::Whatsapp do
                    body: { data: [{
                      id: '123456789', name: 'test_template'
                    }] }.to_json)
+      stub_request(:get, 'https://graph.facebook.com/v14.0//phone_numbers?fields=id&limit=100&access_token=test_key')
+        .to_return(status: 200, body: { data: [{ id: 'random_id' }] }.to_json, headers: { 'Content-Type' => 'application/json' })
       expect(channel.save).to be(true)
     end
+
+    it 'validates false when phone number id is wrong' do
+      stub_request(:get, 'https://graph.facebook.com/v14.0//message_templates?access_token=test_key')
+        .to_return(status: 200, body: { data: [] }.to_json)
+      stub_request(:get, 'https://graph.facebook.com/v14.0//phone_numbers?fields=id&limit=100&access_token=test_key')
+        .to_return(status: 200, body: { data: [{ id: 'another_phone_id' }] }.to_json, headers: { 'Content-Type' => 'application/json' })
+      expect(channel.save).to be(false)
+    end
   end
 
   describe 'webhook_verify_token' do
diff --git a/spec/services/auto_assignment/assignment_service_spec.rb b/spec/services/auto_assignment/assignment_service_spec.rb
index 75dfaa532..44bbf89b1 100644
--- a/spec/services/auto_assignment/assignment_service_spec.rb
+++ b/spec/services/auto_assignment/assignment_service_spec.rb
@@ -239,6 +239,24 @@ RSpec.describe AutoAssignment::AssignmentService do
         expect(assigned_count).to eq(1)
         expect(old_conversation.reload.assignee).to eq(agent)
       end
+
+      context 'when the inbox has no assignment policy' do
+        before do
+          inbox.inbox_assignment_policy.destroy!
+          inbox.reload
+        end
+
+        it 'falls back to the default threshold and skips stale conversations' do
+          stale_conversation = create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 8.days.ago)
+          recent_conversation = create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 6.days.ago)
+
+          assigned_count = service.perform_bulk_assignment(limit: 10)
+
+          expect(assigned_count).to eq(1)
+          expect(stale_conversation.reload.assignee).to be_nil
+          expect(recent_conversation.reload.assignee).to eq(agent)
+        end
+      end
     end
 
     context 'with fair distribution' do
diff --git a/spec/services/conversations/unread_counts/filtered_count_store_spec.rb b/spec/services/conversations/unread_counts/filtered_count_store_spec.rb
index 7732eb2dd..3a7cd52d8 100644
--- a/spec/services/conversations/unread_counts/filtered_count_store_spec.rb
+++ b/spec/services/conversations/unread_counts/filtered_count_store_spec.rb
@@ -96,7 +96,14 @@ RSpec.describe Conversations::UnreadCounts::FilteredCountStore do
 
       described_class.bump_built_in_filter_version!(account_id: account_id, user_id: user_id)
       expect(described_class.built_in_filter_counts_state(account_id: account_id, user_id: user_id, now: built_at + 2.minutes)).to be_stale
-      expect(described_class.built_in_filter_counts_state(account_id: account_id, user_id: user_id, now: built_at + 36.minutes)).to be_expired
+      expect(
+        described_class.built_in_filter_counts_state(
+          account_id: account_id,
+          user_id: user_id,
+          now: built_at + Conversations::UnreadCounts::FILTERED_COUNT_FRESH_TTL +
+            Conversations::UnreadCounts::FILTERED_COUNT_STALE_WINDOW + 1.second
+        )
+      ).to be_expired
 
       Redis::Alfred.delete(described_class.built_in_filter_counts_key(account_id, user_id))
       expect(described_class.built_in_filter_counts_state(account_id: account_id, user_id: user_id)).to be_missing
@@ -202,8 +209,18 @@ RSpec.describe Conversations::UnreadCounts::FilteredCountStore do
       )
 
       snapshot = described_class.built_in_filter_counts(account_id: account_id, user_id: user_id)
-      expect(described_class.refresh_due?(snapshot, now: built_at + 10.seconds)).to be(false)
-      expect(described_class.refresh_due?(snapshot, now: built_at + 31.seconds)).to be(true)
+      expect(
+        described_class.refresh_due?(
+          snapshot,
+          now: built_at + Conversations::UnreadCounts::FILTERED_COUNT_MIN_REFRESH_INTERVAL - 1.second
+        )
+      ).to be(false)
+      expect(
+        described_class.refresh_due?(
+          snapshot,
+          now: built_at + Conversations::UnreadCounts::FILTERED_COUNT_MIN_REFRESH_INTERVAL + 1.second
+        )
+      ).to be(true)
 
       expect(described_class.claim_built_in_filter_refresh!(account_id: account_id, user_id: user_id)).to be(true)
       expect(described_class.claim_built_in_filter_refresh!(account_id: account_id, user_id: user_id)).to be(false)
diff --git a/spec/services/conversations/unread_counts/filtered_counter_spec.rb b/spec/services/conversations/unread_counts/filtered_counter_spec.rb
index bb5d419a6..2904d1e4e 100644
--- a/spec/services/conversations/unread_counts/filtered_counter_spec.rb
+++ b/spec/services/conversations/unread_counts/filtered_counter_spec.rb
@@ -48,10 +48,22 @@ RSpec.describe Conversations::UnreadCounts::FilteredCounter do
     create(:mention, account: account, conversation: second_mention, user: agent)
     store.bump_conversation_version!(account.id)
 
-    expect(described_class.new(account: account, user: agent, now: now + 10.seconds).perform[:mentions_count]).to eq(1)
+    expect(
+      described_class.new(
+        account: account,
+        user: agent,
+        now: now + Conversations::UnreadCounts::FILTERED_COUNT_MIN_REFRESH_INTERVAL - 1.second
+      ).perform[:mentions_count]
+    ).to eq(1)
 
     Redis::Alfred.delete(store.built_in_filter_refresh_throttle_key(account.id, agent.id))
-    expect(described_class.new(account: account, user: agent, now: now + 31.seconds).perform[:mentions_count]).to eq(2)
+    expect(
+      described_class.new(
+        account: account,
+        user: agent,
+        now: now + Conversations::UnreadCounts::FILTERED_COUNT_MIN_REFRESH_INTERVAL + 1.second
+      ).perform[:mentions_count]
+    ).to eq(2)
   end
 
   it 'returns stale built-in counts when a refresh build hits a database error' do
@@ -62,7 +74,11 @@ RSpec.describe Conversations::UnreadCounts::FilteredCounter do
 
     store.bump_conversation_version!(account.id)
     Redis::Alfred.delete(store.built_in_filter_refresh_throttle_key(account.id, agent.id))
-    failing_counter = described_class.new(account: account, user: agent, now: now + 31.seconds)
+    failing_counter = described_class.new(
+      account: account,
+      user: agent,
+      now: now + Conversations::UnreadCounts::FILTERED_COUNT_MIN_REFRESH_INTERVAL + 1.second
+    )
     allow(failing_counter).to receive(:built_in_counts_from_database).and_raise(ActiveRecord::StatementInvalid.new('statement timeout'))
 
     expect(failing_counter.perform[:mentions_count]).to eq(1)