Commit Graph
797 Commits
Author SHA1 Message Date
Muhsin Keloth 8e98fd26b5 chore: fix account id 2025-07-04 16:52:02 +05:30
Muhsin Keloth 4c85a1c6c0 chore: add github installation steps 2025-07-04 16:43:59 +05:30
Muhsin KelothandGitHub 7f9d711845 Merge branch 'develop' into feat/github-integration 2025-07-02 22:42:41 +05:30
ef591f848a chore: Add open conversation option (#11828)
Added conversation_status, assignee_id, team_id, and priority to the
message_created event to allow users to build automations based on
conversation details. Also introduced a new open_conversation action.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-02 10:01:50 +05:30
Muhsin KelothandGitHub 31436412fb Merge branch 'develop' into feat/github-integration 2025-07-01 16:52:46 +05:30
Muhsin KelothandGitHub 01acbe3cda feat: Add user attribution to Linear integration with actor authorization (#11774)
- Add `actor=app` parameter to Linear OAuth authorization URL for
consistent app-level authorization
https://linear.app/developers/oauth-actor-authorization
- Implement user attribution for Linear issue creation and linking using
`createAsUser` and `displayIconUrl` parameters
- Enhance Linear integration to properly attribute actions to specific
Chatwoot agents

**Note**
- The displayIconUrl parameter is being sent correctly to Linear's
GraphQL API (verified through testing), but there is an issues with icon
is not attaching properly.
- We might need to disconnect the integration connect again.
2025-07-01 16:49:26 +05:30
Muhsin KelothandGitHub 2573f37d90 chore: Replace content with outgoing_content in webhook data (#11829)
The API channels don't receive CSAT survey URLs in webhook payloads since `webhook_data` uses content instead of outgoing_content.
2025-07-01 12:04:35 +05:30
Muhsin Keloth ac7cac33a8 chore: update oauth url 2025-06-30 12:47:33 +05:30
Muhsin KelothandGitHub 94640628eb Merge branch 'develop' into feat/github-integration 2025-06-30 12:35:17 +05:30
PranavandGitHub eea1ab3002 fix: Add composite index on messages for csat_metrics API performance (#11831)
This PR adds a composite index (:account_id, :content_type, :created_at)
on the table messages.

This index is added as a temporary fix for performance issues in the
CSAT responses controller where we query messages with account_id,
content_type and created_at. The current implementation
(account.message.input_csat.count) times out with millions of messages.

TODO: Create a dedicated csat_survey table and add entries when surveys
are sent, then query this table instead of the entire messages table for
better performance.
2025-06-27 15:48:04 -07:00
b7f3f72b9c fix: Reply time calculation for re-opened conversations (#11787)
This PR fixes the reply time calculation for reopened conversations.
Previously, when a customer sent a message to reopen a resolved
conversation, the reply time metric would be calculated incorrectly
because the `waiting_since` timestamp was not properly set before the
reply event was dispatched. This would create a case where you'd have
reporting events like the following

```
[[33955732, "reply_time", 19.0],
 [33955847, "reply_time", 24.0],
 [33955666, "reply_time", 89.0],
 [33955530, "conversation_bot_handoff", 4.0],
 [33955567, "first_response", 42.0],
 [33955745, "reply_time", 21.0],
 [33955934, "reply_time", 49.0],
 [33955906, "reply_time", 121.0],
 [33987938, "conversation_resolved", 26285.0],
 [35571005, "reply_time", 985492.0]]
```
Note the `reply_time` after `conversation_resolved`

The fix ensures that `waiting_since` is correctly updated when
conversations are reopened, either through incoming messages or manual
status changes, resulting in accurate reply time metrics that measure
only the time from the customer's new message to the agent's response.

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

The changes have been tested with comprehensive specs that verify:

1. **Reply time calculation after conversation reopening** - Ensures
correct timestamps are used when calculating reply times for reopened
conversations
2. **Waiting since updates on status changes** - Verifies that
`waiting_since` is properly set when conversation status changes from
resolved to open
3. **Test the happy path** - Happy path is tested to ensure the
`reply_time` and `first_response_time` is correctly calculated

Test instructions:
1. Create a conversation with the last message from a customer and
resolve it
2. Have an agent reopen it and reply to it
4. When an agent replies, verify that the agent reply_time event is not
created for this message

To fix any existing data, I've written a small script:
https://gist.github.com/scmmishra/fdf458863f2d971978327bbfd5232d0c

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-27 10:48:07 +05:30
b26862e3d8 feat: notion OAuth setup (#11765)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-26 19:16:06 +05:30
Muhsin KelothandGitHub 824b5a8113 Merge branch 'develop' into feat/github-integration 2025-06-17 09:24:16 +05:30
ruslanandGitHub b87b7972c1 feat(channel): add support for Telegram Business bots (#10181) (#11663)
Added support for Telegram Business bots. Telegram webhooks from such bots include the business_message field, which we transform into a standard message for Chatwoot. This PR also modifies how we handle replies, attachments, and image uploads when working with Telegram Business bots.

demo: https://drive.google.com/file/d/1Yz82wXBVRtb-mxjXogkUju4hlJbt3qyh/view?usp=sharing&t=4

Fixes #10181
2025-06-16 20:35:23 -07:00
Muhsin Keloth 7e672e5c71 Update app.rb 2025-06-12 14:18:26 +05:30
Muhsin Keloth 1622ba1b7f chore: fix configs 2025-06-12 14:00:47 +05:30
Muhsin Keloth d59f2d7bd1 chore: fix cyclomatic complexity 2025-06-12 13:34:39 +05:30
Muhsin Keloth 959f7447c3 Update app.rb 2025-06-12 12:56:29 +05:30
Muhsin Keloth 39a6485c2a Update app.rb 2025-06-12 12:55:04 +05:30
Muhsin Keloth bcaca9d3d3 Update app.rb 2025-06-12 12:54:08 +05:30
Muhsin Keloth 4de56468b7 chore: add state 2025-06-12 12:52:59 +05:30
Muhsin KelothandGitHub 6f84899beb Merge branch 'develop' into feat/github-integration 2025-06-12 12:19:04 +05:30
Muhsin KelothandGitHub f627dbe42d feat: hide CSAT survey URLs from agents in dashboard (#11622) 2025-06-11 23:39:47 +05:30
25f947223d feat: sanitize inbox name (#11597)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-09 14:46:12 +05:30
8bc00f707b feat(ee): Add transcription support for audio messages (#11670)
<img width="419" alt="Screenshot 2025-06-03 at 4 25 37 PM"
src="https://github.com/user-attachments/assets/4b6ddd11-9b91-4981-a571-83746cc4d40b"
/>


Fixes https://github.com/chatwoot/chatwoot/issues/10182

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-06-05 18:29:37 -05:00
273c277d47 feat: Add conversation delete feature (#11677)
<img width="1240" alt="Screenshot 2025-06-05 at 12 39 04 AM"
src="https://github.com/user-attachments/assets/0071cd23-38c3-4638-946e-f1fbd11ec845"
/>


## Changes

Give the admins an option to delete conversation via the context menu

- enable conversation deletion in routes and controller
- expose delete API on conversations
- add delete option in conversation context menu and integrate with card
and list
- implement store action and mutation for delete
- update i18n with new strings

fixes: https://github.com/chatwoot/chatwoot/issues/947

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-05 15:53:17 -05:00
e9a132a923 feat: auto resolve label option and fixes (#11541)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-04 14:53:24 +05:30
Shivam MishraandGitHub 02c4863d95 feat: improve article search ranking (#11640) 2025-06-03 12:01:17 +05:30
PranavandGitHub 70c29f699c fix(revert): "fix: Send CSAT survey only when agent can reply in conversati… (#11634)
…on (#11584)"

This reverts commit b5ebc47637.

# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)

## Type of change

Please delete options that are not relevant.

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

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.


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] 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
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-05-29 16:52:33 -06:00
Muhsin KelothandGitHub b5ebc47637 fix: Send CSAT survey only when agent can reply in conversation (#11584)
Fixes https://github.com/chatwoot/chatwoot/issues/11569

 ## Problem
On platforms like WhatsApp and Facebook Messenger, customers cannot
reply to messages after 24 hours (or other channel-specific messaging
windows). Despite this limitation, the system continued sending CSAT
surveys to customers outside their messaging window, making it
impossible for them to respond.

  ## Solution
Added a check for `conversation.can_reply?` in the
`should_send_csat_survey?` method. This leverages the existing
`MessageWindowService` which already handles all channel-specific
messaging window logic.
2025-05-28 19:34:11 +05:30
Sojan JoseandGitHub c2d8e2ad77 feat: move Slack config to installation settings (#11548)
- enable Slack Configuration via InstallationConfig
- list Slack integration in super admin settings
2025-05-23 01:07:35 -07:00
Sojan JoseandGitHub bc42aec68e chore: upgrade ruby version to 3.4.4 (#11524)
- Chore upgrade ruby version to 3.4.4 before we migrate to rails 7.2
over #11037
2025-05-21 19:40:07 +05:30
Sivin VargheseandGitHub 2ee63656e2 feat: Prevent saving preferences and status when impersonating (#11164)
This PR will prevent saving user preferences and online status when impersonating. Previously, these settings could be updated during impersonation, causing the user to see a different view or UI settings.

Fixes https://linear.app/chatwoot/issue/CW-4163/impersonation-improvements
2025-05-20 17:34:30 -07:00
Muhsin KelothandGitHub 27ec791353 fix: Display message content for CSAT messages in non-widget inboxes (#11528)
We made so many improvements for CSAT via https://github.com/chatwoot/chatwoot/pull/11485. However, we missed showing message content in the dashboard for CSAT URLs created in non-widget inboxes. This PR fixes the issue by ensuring that CSAT-configured messages are passed along with CSAT responses, otherwise defaulting to the translation.
2025-05-20 15:39:18 -07:00
cbdac45824 feat: Improve Captain interactions, activity messages (#11493)
Show captain messages under the name of the assistant which generated
the message.

- Add support for `Captain::Assistant` sender type
- Add push_event_data for captain_assistants
- Add activity message handler for captain_assistants
- Update UI to show captain messages under the name of the assistant
- Fix the issue where openAI errors when image is sent
- Add support for custom name of the assistant

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-16 19:27:57 -07:00
Sojan JoseandGitHub 84dae4e4a9 fix: Move the check for CaptainAssistant to enterprise (#11500) 2025-05-16 16:59:43 -07:00
eba24ce275 chore: Add activity message for conversation resolutions by Captain (#11492)
Currently, when Captain resolves a conversation, the same activity
message used for auto-resolution is shown. This has caused confusion for
users.
With this change, a distinct activity message will be displayed
specifically for resolutions performed by Captain, improving clarity.


Fixes
https://linear.app/chatwoot/issue/CW-4289/incorrect-activity-message-for-conversations-resolved-by-captain-auto#comment-d2991763

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-16 11:57:07 -07:00
d0611cb7f2 feat: Improve CSAT responses (#11485)
# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.

Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e

## Type of change

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

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5

**Email Channel (Survey link)**

https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757

## 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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 14:18:52 +05:30
PranavandGitHub bce1f58e86 chore: Update LLM formatter classes to include additional details (#11491)
This PR introduces support for optionally exposing more data during LLM
function calls. This will be useful as we expand Copilot’s capabilities.

Changes included:
- Add support for ArticleLlmFormatter
- Add missing specs for ContactLLMFormatter and ArticleLLMFormatter
- Add additional spec for ConversationLLMFormatter based on config
2025-05-15 17:47:37 -07:00
a4c7b73888 fix: Manage Twilio SMS channel via inbox API (#11457)
- Currently Chatwoot manages Twilio Inbox creation in a separate
controller , We want to move this to inboxes api so that we have a
unified API for inbox related changes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-15 12:28:54 +05:30
6766b706c1 feat: Add support for typing events in webhooks (#11423)
Added support for typing events in webhooks. Two new events are now
available: `conversation_typing_on` and `conversation_typing_off`.


<img width="746" alt="Screenshot 2025-05-08 at 4 50 24 PM"
src="https://github.com/user-attachments/assets/62da7b38-de0f-42c5-84f4-066e653da331"
/>

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-08 17:28:35 -07:00
Shivam MishraandGitHub c87b2109a9 feat: allow auto resolve waiting option (#11436) 2025-05-08 12:52:17 +05:30
b533980880 feat: Add support for minutes in auto resolve feature (#11269)
### Summary

- Converts conversation auto-resolution duration from days to minutes
for more
granular control
- Updates validation to allow values from 10 minutes (minimum) to 999
days (maximum)
- Implements smart messaging to show appropriate time units in activity
messages

###  Changes

- Created migration to convert existing durations from days to minutes
(x1440)
- Updated conversation resolver to use minutes instead of days
- Added dynamic translation key selection based on duration value
- Updated related specs and documentation
- Added support for displaying durations in days, hours, or minutes
based on value

###  Test plan

- Verify account validation accepts new minute-based ranges
- Confirm existing account settings are correctly migrated
- Test auto-resolution works properly with minute values
- Ensure proper time unit display in activity messages

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
Shivam MishraandGitHub 1a2e6dc4ee feat: integrate LeadSquared CRM (#11284) 2025-04-29 09:14:00 +05:30
Muhsin Keloth 1df0159f65 chore: add oauth flow 2025-04-21 19:50:08 +05:30
Muhsin Keloth b2a1e3282c chore: add basic config 2025-04-21 19:43:11 +05:30
630826baed feat: Implement UI for Agent Bots in settings and remove CSML support (#11276)
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots

## Video 





https://github.com/user-attachments/assets/3f4edbb7-b758-468c-8dd6-a9537b983f7d

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 18:02:49 +05:30
Muhsin KelothandGitHub e0097ab102 chore: Centralize outgoing message reply restrictions for all the channels (#11279) 2025-04-12 08:52:12 +05:30
Muhsin KelothGitHubSivin VargheseCopilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>Shivam Mishra
d827e66453 feat: Instagram Inbox using Instagram Business Login (#11054)
This PR introduces basic minimum version of **Instagram Business
Login**, making Instagram inbox setup more straightforward by removing
the Facebook Page dependency. This update enhances user experience and
aligns with Meta’s recommended best practices.

Fixes
https://linear.app/chatwoot/issue/CW-3728/instagram-login-how-to-implement-the-changes


## Why Introduce Instagram as a Separate Inbox?


Currently, our Instagram integration requires linking an Instagram
account to a Facebook Page, making setup complex. To simplify this
process, Instagram now offers **Instagram Business Login**, which allows
users to authenticate directly with their Instagram credentials.

The **Instagram API with Instagram Login** enables businesses and
creators to send and receive messages without needing a Facebook Page
connection. While an Instagram Business or Creator account is still
required, this approach provides a more straightforward integration
process.

| **Existing Approach (Facebook Login for Business)** | **New Approach
(Instagram Business Login)** |
| --- | --- |
| Requires linking Instagram to a Facebook Page | No Facebook Page
required |
| Users log in via Facebook credentials | Users log in via Instagram
credentials |
| Configuration is more complex | Simpler setup |

Meta recommends using **Instagram Business Login** as the preferred
authentication method due to its easier configuration and improved
developer experience.

---

## Implementation Plan

The core messaging functionality is already in place, but the transition
to **Instagram Business Login** requires adjustments.

### Changes & Considerations

- **API Adjustments**: The Instagram API uses `graph.instagram`, whereas
Koala (our existing library) interacts with `graph.facebook`. We may
need to modify API calls accordingly.
- **Three Main Modules**:
  1. **Instagram Business Login** – Handle authentication flow.
2. **Permissions & Features** – Ensure necessary API scopes are granted.
  3. **Webhooks** – Enable real-time message retrieval.

![CleanShot 2025-03-10 at 21 32
28@2x](https://github.com/user-attachments/assets/1b019001-8d16-4e59-aca2-ced81e98f538)


---

## Instagram Login Flow

1. User clicks **"Create Inbox"** for Instagram.
2. App redirects to the [Instagram Authorization
URL](https://developers.facebook.com/docs/instagram-platform/instagram-api-with-instagram-login/business-login#embed-the-business-login-url).
3. After authentication, Instagram returns an authorization code.
5. The app exchanges the code for a **long-lived token** (valid for 60
days).
6. Tokens are refreshed periodically to maintain access.
7. Once completed, the app creates an inbox and redirects to the
Chatwoot dashboard.

---

## How to Test the Instagram Inbox

1. Create a new app on [Meta's Developer
Portal](https://developers.facebook.com/apps/).
2. Select **Business** as the app type and configure it.
3. Add the Instagram product and connect a business account.
4. Copy Instagram app ID and Instagram app secret
5. Add the Instagram app ID and Instagram app secret to your app config
via `{Chatwoot installation
url}/super_admin/app_config?config=instagram`
6. Configure Webhooks:
   - Callback URL: `{your_chatwoot_url}/webhooks/instagram`
   - Verify Token: `INSTAGRAM_VERIFY_TOKEN`
- Subscribe to `messages`, `messaging_seen`, and `message_reactions`
events.
7. Set up **Instagram Business Login**:
   - Redirect URL: `{your_chatwoot_url}/instagram/callback`
8. Test inbox creation via the Chatwoot dashboard.


## Troubleshooting & Common Errors

### Insufficient Developer Role Error

- Ensure the Instagram user is added as a developer:
- **Meta Dashboard → App Roles → Roles → Add People → Enter Instagram
ID**

### API Access Deactivated

- Ensure the **Privacy Policy URL** is valid and correctly set.

### Invalid request: Request parameters are invalid: Invalid
redirect_uri

- Please configure the Frontend URL. The Frontend URL does not match the
authorization URL.
---


## To-Do List

- [x] Basic integration setup completed.  
- [x] Enable sending messages via [Messaging
API](https://developers.facebook.com/docs/instagram-platform/instagram-api-with-instagram-login/messaging-api).
- [x] Implement automatic webhook subscriptions on inbox creation.  
- [x] Handle **canceled authorization errors**.  
- [x] Handle all the errors
https://developers.facebook.com/docs/instagram-platform/instagram-graph-api/reference/error-codes
- [x] Dynamically fetch **account IDs** instead of hardcoding them.  
- [x] Prevent duplicate Instagram channel creation for the same account.
- [x] Use **Global Config** instead of environment variables.  
- [x] Explore **Human Agent feature** for message handling.  
- [x] Write and refine **test cases** for all scenarios.  
- [x] Implement **token refresh mechanism** (tokens expire after 60
days).
Fixes https://github.com/chatwoot/chatwoot/issues/10440

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-04-08 10:47:41 +05:30
Sojan JoseandGitHub 1a78a9243f chore: Clean up report & knowledge base policies (#11234)
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
2025-04-03 16:00:32 -07:00