# Pull Request Template
## Description
- Wires up Controllers to auto-sync job
- adds plan based sync schedule
- a scheduler that runs every hour to check syncable documents
- guards the whole feature behind feature flag by reclaiming
`twilio_content_templates`
- Adds a global and account level cap on how many documents to enqueue
to prevent sudden burst at first run
- some refactor to simplify code
- specs
Fixes # (issue)
## Type of change
- [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.
specs and locally
## 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
# Pull Request Template
## Description
- Fetch main content only from Firecrawl, exclude some tags to remove
boilerplate
- Prompt changes for FAQ generation
## 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?
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.
tested locally
## 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
Adds the ability to translate help center articles to other languages using Captain's LLM infrastructure. Translated articles are created as drafts linked to the source article.
Fixes
https://linear.app/chatwoot/issue/CW-6901/translate-article-to-another-language
**How to test**
1. Navigate to Help Center → Articles for a portal with multiple locales
2. Click the three-dot menu on any article → "Translate"
3. Select a target language and category → click Translate
4. Switch to the target locale — the translated article appears as a
draft
5. Try translating the same article again — a warning shows the existing
translation with a link to open it in a new tab
6. Click "Overwrite and translate" to replace the existing translation
https://github.com/user-attachments/assets/1d2e991b-f0ac-403a-bcc1-2181b5731ea4
# Pull Request Template
## Description
Document auto-sync job pipeline without wiring to controllers or FE
Fixes # (issue)
## Type of change
- [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.
specs and locally
## 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
HandoffTool changes conversation status but only posts a private note.
ResponseBuilderJob now detects the tool flag and creates the public
handoff message that was previously only shown in V1.
# Pull Request Template
## Description
Captain V2 was silently forwarding conversations to humans without
showing a handoff message to the customer. The conversation appeared to
just stop
responding.
Root cause: In V2, HandoffTool calls bot_handoff! during agent
execution, which changes conversation status from pending to open. By
the time control returns
to ResponseBuilderJob#process_response, the conversation_pending? guard
returns early - skipping create_handoff_message entirely. The V1 flow
didn't have this
problem because AssistantChatService just returns a string token
(conversation_handoff) and lets ResponseBuilderJob handle everything.
What changed:
1. AgentRunnerService now surfaces the handoff_tool_called flag (already
tracked internally for usage metadata) in its response hash.
2. ResponseBuilderJob#handoff_requested? detects handoffs from both V1
(response token) and V2 (tool flag).
3. ResponseBuilderJob#process_response checks handoff_requested? before
the conversation_pending? guard, so V2 handoffs are processed even when
the status has
already changed.
4. ResponseBuilderJob#process_action('handoff') captures
conversation_pending? before calling bot_handoff! and uses that snapshot
to guard both bot_handoff!
and the OOO message - preventing double-execution when V2's HandoffTool
already ran them.
New V2 handoff flow:
AgentRunnerService
→ agent calls HandoffTool (creates private note, calls bot_handoff!)
→ returns response with handoff_tool_called: true
ResponseBuilderJob#process_response
→ handoff_requested? detects the flag
→ process_action('handoff')
→ create_handoff_message (public message for customer)
→ bot_handoff! skipped (conversation_pending? is false)
→ OOO skipped (conversation_pending? is false)
Fixes#13881
## Type of change
Please delete options that are not relevant.
- [x] 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?
- Update existing response_builder_job_spec.rb covering the V2 handoff
path, V2 normal response path, and V1 regression
- Updated existing agent_runner_service_spec.rb expectations for the new
handoff_tool_called key and added a context for when the flag is true
## 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
- [x] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
# Pull Request Template
## Description
- Skip handoff when the conversation is no longer pending.
- Fetch conversation status with Conversation.uncached to avoid stale
query cache when checking pending state.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## 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.
Difficult to reproduce locally, but seen a couple of conversations where
bot hands off an extra time or Captain re-generates usually due to a
retry on FaradayTimeoutError but at perform time, the conversation
status is stale so it appears as if Captain responded in an open
conversation.
## 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
# Pull Request Template
## Description
Captain v1 does not have access to contact attributes. Added a toggle to
let user choose if they want contact information available to Captain.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## 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.
Specs and locally
<img width="1924" height="740" alt="CleanShot 2026-03-19 at 18 48 19@2x"
src="https://github.com/user-attachments/assets/353cfeaa-cd58-40eb-89e7-d660a1dc1185"
/>
![Uploading CleanShot 2026-03-19 at 18.53.26@2x.png…]()
## 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
# Pull Request Template
## Description
Add account setting and store_accessor for
`captain_force_legacy_auto_resolve`.
Enterprise job now skips LLM evaluation when this flag is true and falls
back to legacy time-based resolution. Add spec to cover the fallback.
## Type of change
We recently rolled out Captain deciding if a conversation is resolved or
not. While it is an improvement for majority of customers, some still
prefer the old way of auto-resolving based on inactivity. This PR adds a
check.
## 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.
legacy_auto_resolve = true
<img width="1282" height="848" alt="CleanShot 2026-03-13 at 19 55 55@2x"
src="https://github.com/user-attachments/assets/dfdcc5d5-6d21-462b-87a6-a5e1b1290a8b"
/>
legacy_auto_resolve = false
<img width="1268" height="864" alt="CleanShot 2026-03-13 at 20 00 50@2x"
src="https://github.com/user-attachments/assets/f4719ec6-922a-4c3b-bc45-7b29eaced565"
/>
## 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
# Pull Request Template
## Description
captain decides if conversation should be resolved or open
Fixes
https://linear.app/chatwoot/issue/AI-91/make-captain-resolution-time-configurable
Update: Added 2 entries in reporting events:
`conversation_captain_handoff` and `conversation_captain_resolved`
## Type of change
Please delete options that are not relevant.
- [x] New feature (non-breaking change which adds functionality)
- [x] 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.
LLM call decides that conversation is resolved, drops a private note
<img width="1228" height="438" alt="image"
src="https://github.com/user-attachments/assets/fb2cf1e9-4b2b-458b-a1e2-45c53d6a0158"
/>
LLM call decides conversation is still open as query was not resolved
<img width="1215" height="573" alt="image"
src="https://github.com/user-attachments/assets/2d1d5322-f567-487e-954e-11ab0798d11c"
/>
## 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: Sojan Jose <sojan@pepalo.com>
Add a temporary `captain_disable_auto_resolve` boolean setting on
accounts to prevent Captain from resolving conversations. Guards both
the scheduled resolution job and the assistant's resolve tool.
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
# 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:
The LLM call was wrapped in a transaction. This is an anti-pattern and
caused idle-connections which PG eventually terminated with
`PQconsumeInput() FATAL: terminating connection due to
idle-in-transaction timeout`
This resulted in activity messages being missing in some conversations
on captain handoff, failures queueing up for retry and captain
responding long after conversation was marked open/snoozed.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## 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.
locally and specs
## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
## Summary
This PR reduces duplicate failure noise for audio transcription jobs
that fail with permanent HTTP 400 responses, and fixes a file-format
edge case causing intermittent 400s.
Sentry issue: [CHATWOOT-99E /
6660541334](https://chatwoot-p3.sentry.io/issues/6660541334/)
## Confirmed root cause
For some attachments, the stored filename had no extension (example:
`speech`, content type `audio/mpeg`).
When the temporary transcription upload file was created without an
extension, OpenAI returned:
`Unrecognized file format` (HTTP 400).
## Scope of changes
1. `Messages::AudioTranscriptionJob`
- Keeps `discard_on Faraday::BadRequestError` to avoid retry storms on
permanent request errors.
- Adds explicit Rails warning logs for discarded jobs with
attachment/job/status context.
2. `Messages::AudioTranscriptionService`
- Keeps guaranteed temp file cleanup via `ensure`.
- Ensures temp upload files include an extension when the original
filename has none, derived from blob `content_type`.
- This addresses intermittent failures like extensionless `audio/mpeg`
files.
## Reproduction
Enable audio transcription for an account and process an audio
attachment whose stored filename has no extension (for example `speech`)
but valid audio content type (`audio/mpeg`).
Before this fix, OpenAI transcription could return HTTP 400
`Unrecognized file format` for that attachment while similar attachments
with extensions succeeded.
## Testing
Ran:
`bundle exec rubocop
enterprise/app/jobs/messages/audio_transcription_job.rb
enterprise/app/services/messages/audio_transcription_service.rb`
Result: both modified files pass lint with no offenses.
This PR fixes the HTTP 500 timeout errors occurring when deleting SLA
policies that have large volumes of historical data.
The fix moves the deletion workflow to asynchronous background
processing using the existing `DeleteObjectJob`.
By offloading heavy cascaded deletions (applied SLAs, SLA events,
conversation nullifications) from the request cycle, the API can now
return immediately while the cleanup continues in the background
avoiding the `Rack::Timeout::RequestTimeoutException`. This ensures that
SLA policies can be deleted reliably, regardless of data size.
### Problem
Deleting an SLA policy via `DELETE
/api/v1/accounts/{account_id}/sla_policies/{id}` fails consistently with
`Rack::Timeout::RequestTimeoutException (15s)` for policies with large
amounts of related data.
Because the current implementation performs all dependent deletions
**synchronously**, Rails processes:
- `has_many :applied_slas, dependent: :destroy` (thousands)
- Each `AppliedSla#destroy` → triggers destruction of many `SlaEvent`
records
- `has_many :conversations, dependent: :nullify` (thousands)
This processing far exceeds the Rack timeout window and consistently
triggers HTTP 500 errors for users.
### Solution
This PR applies the same pattern used successfully in Inbox deletion.
**Move deletion to async background jobs**
- Uses `DeleteObjectJob` for centralized, reliable cleanup.
- Allows the DELETE API call to respond immediately.
**Chunk large datasets**
- Records are processed in **batches of 5,000** to reduce DB load and
avoid job timeouts.
## Description
Implements company backfill migration infrastructure for existing
contacts. This is **Part 1 of 2** for the company model production
rollout as described in
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production).
Creates jobs and services to associate existing contacts with companies
based on their email domains, filtering out free email providers (gmail,
yahoo, etc.) and disposable addresses.
**What's included:**
- Business email detector service with ValidEmail2 (uses
`disposable_domain?` to avoid DNS lookups)
- Per-account batch job to process contacts for one account
- Orchestrator job to iterate all accounts
- Rake task: `bundle exec rake companies:backfill`
~~*NOTE*: I'm using a hard-coded approach to determine if something is a
"business" email by filtering out emails that are usually personal. I've
also added domains that are common to some of our customers' regions.
This should be simpler. I looked into `Valid_Email2` and I couldn't find
anything to dictate whether an email is a personal email or a business
one. I don't think the approach used in the frontend is valid here.~~
UPDATE: Using `email_provider_info` gem instead.
**Pending - Part 2 (separate PR):** Real-time company creation for new
contacts
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
```bash
# Run all new tests
bundle exec rspec spec/enterprise/services/companies/business_email_detector_service_spec.rb \\
spec/enterprise/jobs/migration/company_account_batch_job_spec.rb \\
spec/enterprise/jobs/migration/company_backfill_job_spec.rb
# Run RuboCop
bundle exec rubocop enterprise/app/services/companies/business_email_detector_service.rb \\
enterprise/app/jobs/migration/company_account_batch_job.rb \\
enterprise/app/jobs/migration/company_backfill_job.rb \\
lib/tasks/companies.rake
```
**Performance optimization:**
- Uses `disposable_domain?` instead of `disposable?` to avoid DNS MX
lookups (discovered via tcpdump analysis - `disposable?` was making
network calls for every email, causing 100x slowdown)
## 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: Sojan Jose <sojan@pepalo.com>
## Summary
- Fix captain response builder not getting triggered for cases where
responses are created as completed.
## Testing Instructions
- Test articles with firecrawl
- Test articles without firecrawl
- Test PDF documents
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
## Linear Link:
https://linear.app/chatwoot/issue/CW-5636/pdf-faqs-captain-generates-faqs-in-the-english-only
## Description
PDF Faqs should be generated in the same language as set in account
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
This has been tested via UI, by setting account language to arabic and
upload the pdf for faq generation (pdf content in Hindi)
<img width="1045" height="1085" alt="image"
src="https://github.com/user-attachments/assets/10385181-578e-4933-afc4-4609a6abcec8"
/>
## 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
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
There were customer reported issues with FAQs which were generated in a
different langauge than what they were expecting. The reason behind this
was that the language of the account was not considered in the prompt
provided. If the language of the content was say Spanish, and the
account locale was english. The output was not predicable. The output
depends on the model and the execution time.
This PR would update the prompt to behave consistently with the account
locale. Even though the content provided is in a different language, it
would generate FAQs in the account locale.
Changes:
- Updated the prompt to include a detailed expectation of the FAQs
quality along with the language
- Added specs for the services where the prompt generator is called.
Tested the prompt using Phoenix playground across GPT 5, GPT 4.1, GPT
4.0. The reasoning setting for GPT 5 needs to be low so that it doesn't
generate random questions like "What was this updated?"
This PR adds support for automatic SSL issuance using Cloudflare when a
custom domain is updated.
- Introduced a cloudflare configuration. If present, the system will
attempt to issue an SSL certificate via Cloudflare whenever a custom
domain is added or changed.
- SSL verification is handled using an HTTP challenge.
- The job will store the HTTP challenge response provided by Cloudflare
and serve it under the /.well-known/cf path automatically.
How to test:
- Create a Cloudflare zone for your domain and copy the Zone ID.
- Generate a Cloudflare API token with the required SSL certificate
permissions.
- Set the Fallback Origin under SSL -> Custom HostName to the Chatwoot
installation.
- Add or update a custom domain and verify that the SSL certificate is
automatically issued.
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
# Pull Request Template
## Linear links:
-
https://linear.app/chatwoot/issue/CW-4479/if-image-is-sent-by-the-customer-send-it-to-openai
## Description
This pull request adds “Captain image support” to Chatwoot. It
introduces multimodal message handling so that when a customer sends an
image, Captain can forward the file to OpenAI’s vision endpoint,
generate a caption/analysis
## Type of change
Please delete options that are not relevant.
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
<img width="891" alt="image"
src="https://github.com/user-attachments/assets/c7cc98ed-cc44-4865-a53a-83d129e2fe2c"
/>
## 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
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
- Enable jobs by default when a copilot thread or a message is created.
- Rename thread_id to copilot_thread_id to keep it consistent with the
model name
- Add a spec for search_linear_issues service
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>
- Refactor HandleStripeEventService to better manage features by plan
- Add constants for features available in each plan tier (Startup,
Business, Enterprise)
- Add channel_instagram to Startup plan features
- Improve downgrade handling to properly disable higher-tier features
- Clean up and optimize tests for maintainability
- Add comprehensive test coverage for plan upgrades and downgrades
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
This PR adds service to automate account abuse detection. Currently
based on the signup name and URL, could potentially add more context
such as usage analysis, message metadata etc.
This PR ensures that only conversations from quick conversation channels
are resolved, avoiding resolutions on the email channel (we still need
to improve the UX here). It also updates the FAQ generation logic,
limiting it to conversations that had at least one human interaction.
- Fixed Firecrawl webhook payloads to ensure proper data handling and
delivery.
- Removed unused Robin AI code to improve codebase cleanliness and
maintainability.
- Implement authentication for the Firecrawl endpoint to improve
security. A key is generated to secure the webhook URLs from FireCrawl.
---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
