Commit Graph
10 Commits
Author SHA1 Message Date
f6be0d80ef feat: UI changes for document auto sync [AI-153] (#14258)
# Pull Request Template

## Description

FE code for document sync

Adds:
- UI to show counts (stats) of available web pages, stale and synced
documents and last synced at
- Bulk action and manual ways to sync web documents
- index to stats related columns

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

https://linear.app/chatwoot/issue/AI-153/fe-document-auto-sync

Documents dashboard:
<img width="2160" height="986" alt="CleanShot 2026-05-11 at 17 57 09@2x"
src="https://github.com/user-attachments/assets/6d934764-964c-4656-b005-1b4f0329e553"
/>

Filters:
<img width="1138" height="564" alt="CleanShot 2026-05-11 at 17 58 13@2x"
src="https://github.com/user-attachments/assets/cee780e6-eb8f-4aed-8cc5-b674244a821b"
/>

Needs update:
<img width="2222" height="966" alt="CleanShot 2026-05-11 at 17 57 53@2x"
src="https://github.com/user-attachments/assets/70c85ddd-7eb1-4328-ba14-7929e67e7b36"
/>

pdfs:
<img width="2180" height="558" alt="CleanShot 2026-05-11 at 17 58 30@2x"
src="https://github.com/user-attachments/assets/975b5c9f-bd1c-4979-9870-8f926d7f6e11"
/>

bulk actions:
<img width="2244" height="992" alt="CleanShot 2026-05-11 at 17 58 57@2x"
src="https://github.com/user-attachments/assets/bdb3c63f-d2de-41dc-a6d5-8821d3303be0"
/>

single url sync:
<img width="2264" height="722" alt="CleanShot 2026-05-11 at 17 59 19@2x"
src="https://github.com/user-attachments/assets/7d7323a5-0fcb-4be9-8635-55e56964999b"
/>



## Checklist:

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-05-11 20:13:29 +05:30
9fb0dfa4a7 feat: Add UI for custom tools (#12585)
### Tools list

<img width="2316" height="666" alt="CleanShot 2025-10-03 at 20 42 41@2x"
src="https://github.com/user-attachments/assets/ccbffd16-804d-4eb8-9c64-2d1cfd407e4e"
/>

### Tools form 

<img width="2294" height="2202" alt="CleanShot 2025-10-03 at 20 43
05@2x"
src="https://github.com/user-attachments/assets/9f49aa09-75a1-4585-a09d-837ca64139b8"
/>

## Response

<img width="800" height="2144" alt="CleanShot 2025-10-03 at 20 45 56@2x"
src="https://github.com/user-attachments/assets/b0c3c899-6050-4c51-baed-c8fbec5aae61"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-06 09:05:54 -07:00
Sivin VargheseandGitHub df4de508e7 feat: New Scenarios page (#11975) 2025-07-30 19:34:27 +05:30
b71a0da10d feat: scenario tools [CW-4597] (#11908)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-21 16:42:12 +05:30
Tanmay Deep SharmaGitHubMuhsin KelothCopilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>iamsivinSivin VargheseSojan Jose
61d10044a0 feat: Whatsapp embedded signup (#11612)
## Description

This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.

**Key Features:**

- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback


## Required Configuration

The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)

- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
![Screenshot 2025-06-09 at 11 21
08 AM](https://github.com/user-attachments/assets/1615fb0d-27fc-4d9e-b193-9be7894ea93a)


## How Has This Been Tested?

#### Backend Tests (RSpec):

- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention

#### Manual Test Cases:

- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior

## Related Screenshots:

![Screenshot 2025-06-09 at 7 48
18 PM](https://github.com/user-attachments/assets/34001425-df11-4d78-9424-334461e3178f)
![Screenshot 2025-06-09 at 7 48
22 PM](https://github.com/user-attachments/assets/c09f4964-3aba-4c39-9285-d1e8e37d0e33)
![Screenshot 2025-06-09 at 7 48
32 PM](https://github.com/user-attachments/assets/a34d5382-7a91-4e1c-906e-dc2d570c864a)
![Screenshot 2025-06-09 at 10 43
05 AM](https://github.com/user-attachments/assets/a15840d8-8223-4513-82e4-b08f23c95927)
![Screenshot 2025-06-09 at 10 42
56 AM](https://github.com/user-attachments/assets/8c345022-38b5-44c4-aba2-0cda81389c69)


Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-14 21:37:06 -07:00
93f18315cc feat: add Captain::Scenario Model and API [CW-4597] (#11907)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-14 16:12:38 +05:30
PranavandGitHub 8c0885e1d2 feat: Add support for realtime-events in copilot-threads and copilot-messages (#11557)
- Add API support for creating a thread
- Add API support for creating a message
- Remove uuid from thread (no longer required, we will use existing
websocket connection to send messages)
- Update message_type to a column (user, assistant, assistant_thinking)
2025-05-22 22:25:05 -07:00
PranavandGitHub 4f4ef0389b feat: Add support for persistent copilot threads and messages (#11489)
The agents can see the previous conversations with the copilot if needed
with this change. We would have to cleanup the data after a while. For
now, that is not considered.

This PR adds:
- A new model for copilot_threads (intentionally named thread instead of
conversation to avoid confusion), copilot_messages
- Add the controller to fetch previous threads and messages.
2025-05-15 17:37:04 -07:00
6eecd84b22 feat: Add support for bulk action for Captain FAQs (#10905)
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-27 17:05:33 -08:00
d070743383 feat(ee): Add Captain features (#10665)
Migration Guide: https://chwt.app/v4/migration

This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:

- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.

---------

Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-14 16:15:47 -08:00