6 Commits
Author SHA1 Message Date
Aakash BakhleandGitHub d57354c8b5 feat: tighten conversation FAQ generation prompt (#14957)
Tightens the resolved-conversation FAQ generator so it only proposes
durable, reusable FAQ candidates supported by human support-agent
messages. The implementation now sends a conversation-FAQ-specific
transcript to the LLM: customer messages plus real human support-agent
messages only, excluding bot, private, activity, and template messages.

## Closes

-
https://linear.app/chatwoot/issue/CW-7494/tighten-conversation-faq-generation-prompt

## What changed

- Added a human-only transcript builder in `ConversationFaqService`
instead of using the generic `conversation.to_llm_text` output.
- Excluded bot/agent-bot messages before the LLM call, which removes the
main bot-line leakage class deterministically.
- Preserved native-channel human replies where outgoing messages are
stored as `external_echo` without a `User` sender.
- Kept a prompt decision gate requiring each FAQ to be backed by a
complete public human-agent answer.
- Added generic no-FAQ classes for spam, wrong-service conversations,
private account/payment/order/certificate/troubleshooting cases, support
workflow mechanics, and direct-link/file/quote outputs.
- Added a separate `conversation_faq_generation` model route defaulting
to `gpt-5.2`, while keeping `document_faq_generation` on its existing
`gpt-4.1-mini` default. Conversation FAQ generation passes that feature
default ahead of the legacy global `CAPTAIN_OPEN_AI_MODEL` setting
unless an account-level override is configured.
- Kept the prompt domain-neutral so it can still generate reusable
product, service, policy, setup, and process FAQs outside SaaS contexts.

## Sampling notes

- Production Langfuse traces showed `llm.captain.conversation_faq` calls
using `gpt-4.1` in the sampled account set.
- Locally, `Llm::FeatureRouter.resolve(feature:
'conversation_faq_generation')` now resolves to `gpt-5.2`.
- Reviewed recent production `llm.captain.conversation_faq` traces
across 13+ accounts in compact form.
- Replayed 20 full traces across 10 accounts/domains, including
education, hosting, retail/auto, APIs, logistics, tax/fiscal workflows,
and Chatwoot account 1.
- Explicit `gpt-5.2` replay with human-only conversation history
returned no FAQ for 15/20 traces.
- A comparison replay with `gpt-4.1-mini` returned no FAQ for only 7/20
traces, bringing back several private/order/payment/support-workflow
cases.
- Remaining non-empty `gpt-5.2` outputs are now mostly
borderline/possibly useful human-agent-derived FAQs rather than obvious
bot-sourced answers.

## How to test

- Resolve conversations where the answer came only from the bot; no
pending FAQ should be generated.
- Resolve spam, unrelated, wrong-service, or private
payment/order/account conversations; no pending FAQ should be generated.
- Resolve conversations that require account/order/payment/login/private
verification or a human handoff; no pending FAQ should be generated.
- Resolve a conversation where a human agent gives a stable, reusable
help-center answer; the generated pending FAQ should be general and
self-contained.
2026-07-09 17:47:47 +05:30
Sony MathewandGitHub cf134deb37 fix: Preserve Captain LLM defaults (#14858)
# Pull Request Template

## Description

Adjusts the Captain LLM feature defaults after feature routing so the
defaults stay intentional and avoid unintended high-cost model upgrades.
Assistant, copilot, and onboarding content generation now default to
`gpt-4.1`; audio transcription keeps `gpt-4o-mini-transcribe` as the
default while exposing `whisper-1` as an available account override
option.

Related: https://linear.app/chatwoot/issue/CW-7425/test-new-models

## Type of change

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

## How Has This Been Tested?

- `ruby -ryaml -e 'yaml = YAML.load_file("config/llm.yml"); features =
yaml.fetch("features"); models = yaml.fetch("models"); features.each {
|name, cfg| missing = Array(cfg["models"]) - models.keys; raise
"#{name}: missing #{missing.join(",")}" if missing.any?; raise "#{name}:
default not in models" unless
Array(cfg["models"]).include?(cfg["default"]) }'`
- `node -e
"JSON.parse(require('fs').readFileSync('app/javascript/dashboard/i18n/locale/en/settings.json',
'utf8'))"`
- `pnpm exec prettier --check
app/javascript/dashboard/i18n/locale/en/settings.json`
- `bundle exec rspec spec/lib/llm/feature_router_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/models/concerns/agentable_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/models/concerns/captain_featurable_spec.rb
spec/models/account_spec.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/controllers/super_admin/accounts_controller_spec.rb`
- `bundle exec rspec
spec/enterprise/services/captain/llm/article_translation_service_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb`
- `RUBOCOP_CACHE_ROOT=/private/tmp/rubocop_cache bundle exec rubocop
enterprise/app/services/captain/llm/article_translation_service.rb
enterprise/app/services/messages/audio_transcription_service.rb
spec/enterprise/services/captain/llm/article_translation_service_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb`
- `git diff --check`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-06-25 21:35:09 +05:30
Sony MathewandGitHub 4e26c5b4bb feat: Route system LLM jobs (4/6) (#14843)
## Description

Routes the remaining system-only and legacy-sensitive LLM jobs through
feature-level model configuration, while preserving system credential
usage and usage-accounting behavior. This adds dedicated defaults for
help center article generation, onboarding content generation, query
translation, transcription, and search embeddings so these flows can be
configured per account without falling back to installation-wide model
settings.

Fixes https://linear.app/chatwoot/issue/CW-7425/test-new-models

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Verified the feature routing defaults and account overrides for the
touched Captain/system LLM paths, including the legacy OpenAI
transcription and paginated FAQ services.

- `eval "$(rbenv init -)" && bundle exec rspec
spec/lib/captain/base_task_service_spec.rb spec/lib/llm/models_spec.rb
spec/models/concerns/captain_featurable_spec.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/enterprise/services/captain/llm/paginated_faq_generator_service_spec.rb
spec/enterprise/services/captain/llm/pdf_processing_service_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/enterprise/services/onboarding/help_center_article_builder_spec.rb
spec/enterprise/services/captain/onboarding/website_analyzer_service_spec.rb`
- `eval "$(rbenv init -)" && bundle exec rubocop
app/controllers/api/v1/accounts/captain/preferences_controller.rb
app/models/concerns/account_settings_schema.rb
lib/captain/base_task_service.rb
enterprise/app/services/captain/llm/article_translation_service.rb
enterprise/app/services/captain/llm/article_writer_service.rb
enterprise/app/services/captain/llm/embedding_service.rb
enterprise/app/services/captain/llm/help_center_curation_service.rb
enterprise/app/services/captain/llm/paginated_faq_generator_service.rb
enterprise/app/services/captain/llm/translate_query_service.rb
enterprise/app/services/captain/llm/widget_tagline_service.rb
enterprise/app/services/captain/onboarding/website_analyzer_service.rb
enterprise/app/services/messages/audio_transcription_service.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/lib/captain/base_task_service_spec.rb`
- `ruby -e "require 'yaml'; config = YAML.load_file('config/llm.yml');
%w[document_faq_generation help_center_article_generation
onboarding_content_generation help_center_query_translation
audio_transcription help_center_search].each { |feature| abort(%(missing
#{feature})) unless config.dig('features', feature) }; abort('wrong
article default') unless config.dig('features',
'help_center_article_generation', 'default') == 'gpt-5.2'; puts 'llm.yml
ok'"`
- `git diff --check`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-06-25 17:37:45 +05:30
Sony MathewandGitHub 43e0f8a141 feat: Route Enterprise LLM services (3/6) (#14841)
# Pull Request Template

## Description

Routes Enterprise assistant, copilot, FAQ, contact memory,
action-classifier, and false-promise detector LLM paths through
feature-specific model resolution. `Llm::BaseAiService` now accepts
feature/account context and uses `Llm::FeatureRouter` when that context
is present, while retaining the installation-model fallback for
unmigrated callers. This also adds a `document_faq_generation` feature
default for generative FAQ/document content.

Linear: https://linear.app/chatwoot/issue/CW-7425/test-new-models
Depends on #14840

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

- `bundle exec rspec spec/lib/llm/models_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/captain/copilot/chat_service_spec.rb
spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb
spec/enterprise/services/captain/llm/faq_generator_service_spec.rb
spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb
spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb
spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb
spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb`
passed with 112 examples, 0 failures.
- `bundle exec rspec spec/models/concerns/captain_featurable_spec.rb
spec/models/account_spec.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/lib/llm/feature_router_spec.rb` passed with 87 examples, 0
failures.
- `bundle exec rubocop enterprise/app/services/llm/base_ai_service.rb
enterprise/app/services/captain/copilot/chat_service.rb
enterprise/app/services/captain/llm/assistant_chat_service.rb
enterprise/app/services/captain/llm/faq_generator_service.rb
enterprise/app/services/captain/llm/conversation_faq_service.rb
enterprise/app/services/captain/llm/contact_notes_service.rb
enterprise/app/services/captain/llm/contact_attributes_service.rb
enterprise/app/services/captain/llm/assistant_action_classifier_service.rb
enterprise/app/services/captain/llm/assistant_false_promise_service.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/captain/copilot/chat_service_spec.rb
spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb
spec/enterprise/services/captain/llm/faq_generator_service_spec.rb
spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb
spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb
spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb
spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb`
passed with no offenses.
- `bundle exec ruby -e "require 'yaml'; config =
YAML.load_file('config/llm.yml'); abort('missing
document_faq_generation') unless config.dig('features',
'document_faq_generation'); abort('missing default') unless
config.dig('features', 'document_faq_generation', 'default'); puts
'llm.yml ok'"` passed.
- `git diff --check` passed.

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-06-25 17:03:07 +05:30
Sony MathewandGitHub 8b977b35a8 feat: Add LLM feature router (1/6) (#14839)
## Description

Adds the foundation for feature-specific LLM model routing so Captain AI
features can resolve their effective provider/model from code defaults
and account-level overrides. This fixes the provider metadata key in
`config/llm.yml`, adds `Llm::FeatureRouter`, and routes existing
`CaptainFeaturable` model defaults through the shared resolver.

Fixes https://linear.app/chatwoot/issue/CW-7425/test-new-models

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

- `bundle exec rspec spec/lib/llm/models_spec.rb
spec/lib/llm/feature_router_spec.rb
spec/models/concerns/captain_featurable_spec.rb` - 23 examples, 0
failures
- `bundle exec rubocop lib/llm/models.rb lib/llm/feature_router.rb
app/models/concerns/captain_featurable.rb spec/lib/llm/models_spec.rb
spec/lib/llm/feature_router_spec.rb
spec/models/concerns/captain_featurable_spec.rb` - no offenses
- `bundle exec ruby -e "require 'yaml'; config =
YAML.load_file('config/llm.yml'); abort('missing providers') unless
config['providers']; abort('missing models') unless config['models'];
abort('missing features') unless config['features']; puts 'llm.yml ok'"`
- `git diff --check`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-06-25 17:00:07 +05:30
34b42a1ce1 feat: add global config for captain settings (#13141)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-01-12 19:54:19 +05:30