Commit Graph
64 Commits
Author SHA1 Message Date
Aakash BakhleandGitHub 568aae875b feat: wire up auto-sync job backend [AI-150] (#14117)
# 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
2026-04-29 14:47:14 +05:30
Aakash BakhleandGitHub 279dd1876c fix: make captain datetime aware (#14069)
# Pull Request Template

## Description

Captain currently cannot discern today, tomorrow etc. This PR adds
datetime awareness to the system prompt

Fixes:
https://linear.app/chatwoot/issue/AI-148/captain-should-be-aware-of-datetime

## 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

<img width="696" height="247" alt="CleanShot 2026-04-27 at 14 47 47"
src="https://github.com/user-attachments/assets/6a73a8d9-f48e-46bb-a306-7b9a28a5fa9c"
/>


## 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
2026-04-27 15:51:49 +05:30
Aakash BakhleandGitHub a651949c33 fix: improve FAQ generation [AI-145] (#14062)
# 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
2026-04-27 13:01:44 +05:30
PranavandGitHub 751c28d94d feat(ee): Add article translation via LLM in help center (#14136)
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
2026-04-24 08:51:26 -07:00
Aakash BakhleandGitHub 2182165201 feat: sync documents job [AI-142] (#14057)
# 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
2026-04-22 23:36:32 +05:30
f13f3ba446 fix: log only on system api key failures (#13968)
Removes sentry flooding of unnecessary rubyllm logs of wrong API key.
Logs only system api key error since it would be P0.

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 18:04:52 +05:30
00837019b5 fix(captain): display handoff message to customer in V2 flow (#13885)
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>
2026-04-08 17:30:07 +05:30
8daf6cf6cb feat: captain custom tools v1 (#13890)
# Pull Request Template

## Description

Adds custom tool support to v1

## 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.

<img width="1816" height="958" alt="CleanShot 2026-03-24 at 11 37 33@2x"
src="https://github.com/user-attachments/assets/2777a953-8b65-4a2d-88ec-39f395b3fb47"
/>

<img width="378" height="488" alt="CleanShot 2026-03-24 at 11 38 18@2x"
src="https://github.com/user-attachments/assets/f6973c99-efd0-40e4-90fe-4472a2f63cea"
/>

<img width="1884" height="1452" alt="CleanShot 2026-03-24 at 11 38
32@2x"
src="https://github.com/user-attachments/assets/9fba4fc4-0c33-46da-888a-52ec6bad6130"
/>



## Checklist:

- [x] 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: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-02 12:40:11 +05:30
Aakash BakhleandGitHub 290dd3abf5 feat: allow captain to access contact attributes (#13850)
# 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
2026-03-20 16:15:06 +05:30
Aakash BakhleandGitHub 38dbda9378 fix: reverse order of api_key for bg task (#13826)
# Pull Request Template

## Description

we were getting 403, 401 errors on `translate_query` on langfuse and
sentry
This happened because, we use the customer's openai key if they have
BYOK
But translation is something they never opt in so we should not use
their quota for it.
This PR addresses the issue.

## 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

## 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
2026-03-17 17:36:40 +05:30
Aakash BakhleandGitHub 87f5af4caa fix: playground captain v2 scenarios (#13747)
# Pull Request Template

## Description

Playground now uses v2. It was only wired to use v1. Traces get `source:
playground` on langfuse when playground has been used.

## 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.

locally and specs
<img width="1806" height="1276" alt="image"
src="https://github.com/user-attachments/assets/41ef4eb3-52b1-4b8e-9a4f-e8510c90cb39"
/>


## 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
2026-03-11 14:05:16 +05:30
fd69b4c8f2 fix: captain json parsing (#13708)
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-03-05 15:43:21 +05:30
7c60ad9e28 feat: include contact verified status with each tool call (#13663)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-02-26 16:16:33 +05:30
b98c614669 feat: add campaign context to Captain v2 prompts (#13644)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-02-25 18:33:37 +05:30
7cec4ebaae feat: support multimodal user messages in captain v2 (#13581)
Extract and pass image attachments from the latest user message to the
runner,
excluding the last user message from the context for processing.

Fixes #13588 

# Pull Request Template

## Description

Adds image support to captain v2

## 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.

specs and local testing

<img width="754" height="1008" alt="image"
src="https://github.com/user-attachments/assets/914cbc2c-9d30-42d0-87d4-9e5430845c87"
/>

langfuse also shows media correctly with the instrumentation code:
<img width="1800" height="1260" alt="image"
src="https://github.com/user-attachments/assets/ce0f5fa6-b1a5-42ec-a213-9a82b1751037"
/>


## 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: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 19:37:41 +05:30
db7e02b93b feat: captain channel type langfuse metadata (#13574)
# Pull Request Template

## Description

Adds channel type to Captain assistant traces in Langfuse

## 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.

<img width="906" height="672" alt="image"
src="https://github.com/user-attachments/assets/224cee95-56aa-4672-8f74-0c0052251db9"
/>

<img width="908" height="611" alt="image"
src="https://github.com/user-attachments/assets/ddd8ef0d-47c1-450c-a09f-27e82a34d04d"
/>


## 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: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 12:16:43 +05:30
Aakash BakhleandGitHub 138840a23f fix: typo in metadata key in captain v2 (#13558)
# Pull Request Template

## Description

## Type of change

typo fix

## 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:

- [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
2026-02-17 15:40:50 +05:30
3874383698 feat: insrument captain v2 (#13439)
# Pull Request Template

## Description

Instruments captain v2

## 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.

Local testing:
<img width="864" height="510" alt="image"
src="https://github.com/user-attachments/assets/855ebce5-e8b8-4d22-b0bb-0d413769a6ab"
/>



## 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: Shivam Mishra <scm.mymail@gmail.com>
2026-02-17 13:28:26 +05:30
Aakash BakhleandGitHub bd732f1fa9 fix: search faqs in account language (#13428)
# Pull Request Template

## Description

Reply suggestions uses `search_documentation`. While this is useful,
there is a subtle bug, a user's message may be in a different language
(say spanish) than the FAQs present (english).
This results in embedding search in spanish and compared against english
vectors, which results in poor retrieval and poor suggestions.


Fixes # (issue)
This PR fixes the above behaviour by making a small llm call translate
the query before searching in the search documentation tool


## 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.

before:
<img width="894" height="157" alt="image"
src="https://github.com/user-attachments/assets/83871ee5-511e-4432-8b99-39e803759f63"
/>

after:
<img width="1149" height="294" alt="image"
src="https://github.com/user-attachments/assets/f9617d7a-6d48-4ca1-ad1c-2181e16c1f3d"
/>


test on rails console:
<img width="2094" height="380" alt="image"
src="https://github.com/user-attachments/assets/159fdaa5-8808-49d2-be5d-304d69fa97f7"
/>


## 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
2026-02-09 17:25:11 +05:30
81307d5aea feat: search documentation tool for reply suggestions (#13340)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-01-30 16:18:33 +05:30
77493c5d0f fix: captain assistant image comprehension (#13390)
# Pull Request Template

## Description

Fixes # (issue)

When we migrated to RubyLLM, images weren't being sent properly in
RubyLLM format to the model, so it did not understand images.

## 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.

specs + local testing

Current behaviour on staging:
<img width="772" height="1012" alt="image"
src="https://github.com/user-attachments/assets/7b7d360f-dea4-48af-b20b-ee4c98a38a85"
/>

local testing with fix:
<img width="792" height="1216" alt="image"
src="https://github.com/user-attachments/assets/5ef82452-015e-4bda-a68f-884d00acb014"
/>


## 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>
2026-01-28 16:07:13 -08:00
b2ffad1998 fix: Validate status and priority params in search conversations tool (#13295)
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-19 14:08:32 +05:30
Shivam MishraandGitHub b099d3a1eb fix: PDF errors not loading in CI (#13236) 2026-01-12 15:22:15 +05:30
Aakash BakhleandGitHub dcc72ee63c fix: consistent instrumentation with conversation.display_id (#13194) 2026-01-08 12:27:44 +05:30
Aakash BakhleandGitHub 1de8d3e56d feat: legacy features to ruby llm (#12994) 2025-12-11 14:17:28 +05:30
Sojan JoseandGitHub cc86b8c7f1 fix: stream attachment handling in workers (#12870)
We’ve been watching Sidekiq workers climb from ~600 MB at boot to
1.4–1.5 GB after an hour whenever attachment-heavy jobs run. This PR is
an experiment to curb that growth by streaming attachments instead of
loading the whole blob into Ruby: reply-mailer inline attachments,
Telegram uploads, and audio transcriptions now read/write in chunks. If
this keeps RSS stable in production we’ll keep it; otherwise we’ll roll
it back and keep digging
2025-12-05 13:02:53 -08:00
a971ff00f8 fix: ruby_llm version conflicts with ai-agents (#13011)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
2025-12-05 10:52:13 +05:30
eed2eaceb0 feat: Migrate ruby llm captain (#12981)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-12-04 18:26:10 +05:30
1ef945de7b feat: Instrument captain (#12949)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
2025-11-28 15:12:55 +05:30
PranavandGitHub 5891fd6f49 feat(ee): Add a service to fetch website content and prepare a persona of Captain Assistant (#12732)
This PR is the first of many to simplify the process of building an
assistant. The new flow will only require the user’s website. We’ll
automatically crawl it, identify the business name and what the business
does, and then generate a suggested assistant persona, complete with a
proposed name and description.

This service returns the following.
Example: tooljet.com
<img width="795" height="217" alt="Screenshot 2025-10-25 at 2 55 04 PM"
src="https://github.com/user-attachments/assets/9cb3594a-9c9c-4970-a0a1-4c9c8869c193"
/>

Example: replit.com
<img width="797" height="176" alt="Screenshot 2025-10-25 at 2 56 42 PM"
src="https://github.com/user-attachments/assets/6a1b4266-aab6-455f-a5e3-696d3a8243c9"
/>
2025-10-25 15:50:50 -07:00
829142c808 fix: Update max_turns config (#12604)
Pass max_turns in the run config than during the initialization.

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-10-07 11:21:18 +05:30
3a71829b46 feat: Improve captain conversation handling (#12599)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-10-06 10:51:58 -07:00
5c5abc24e3 fix: Use account locale when generating PDF FAQs (#12491)
## 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>
2025-09-23 16:47:15 +05:30
Tanmay Deep SharmaandGitHub 1ba00075ce feat: Add BE changes for captain pdf support for faq generation (#12113) 2025-08-27 20:31:22 +05:30
be721c2b50 feat: add config for embedding model (#12120)
This PR adds the ability to modify the embedding model used by Captain
AI.Previously, the embedding model was hardcoded which led to errors when
you used a different API provider which did not support that specific
embedding model.

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-08-25 11:33:00 +05:30
PranavandGitHub 7f56cd92f8 chore: Update the prompts to include language of the account for FAQs (#12280)
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?"
2025-08-22 10:03:52 -07:00
c6be04cdc1 feat: scenario agents & runner (#11944)
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>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-14 12:39:21 +05:30
fcc6e2b8b2 feat: Add feature_citation toggle for Captain assistants (#12052)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-11 13:06:20 +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
Tanmay Deep SharmaandGitHub 5b9f997fa0 feat: Add the support for images in Captain (#11850) 2025-07-11 23:28:46 +07:00
Muhsin KelothandGitHub a657b45bd1 feat(revert): "feat: captain image support" (#11841)
Reverts chatwoot/chatwoot#11730
2025-07-01 00:12:07 +05:30
811eb66615 feat: Add support for image files in Captain (#11730)
# 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>
2025-06-25 19:16:09 -07:00
c42dd8a23e feat: captain should be able to access private notes (#11768)
# Pull Request Template

## Linear task: 

https://linear.app/chatwoot/issue/CW-4482/captain-should-be-able-to-access-private-notes-only-on-copilot

## Description

Captain should be able to access private notes (only on copilot)

## Type of change

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

## How Has This Been Tested?


![image](https://github.com/user-attachments/assets/b25cf81f-85eb-4adb-a1eb-57e1156b9b9e)


![image](https://github.com/user-attachments/assets/20051b31-cbce-41d9-84d9-13bc71687323)


## 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>
2025-06-24 19:00:20 -07:00
PranavandGitHub bae958334d feat: Update UI for Copilot (#11561)
- Updated UI for copilot
2025-06-02 22:02:03 -05:00
PranavandGitHub 3a0b5f387d fix: Update specs, add background response job implementation for copilot threads (#11600)
- 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
2025-05-27 14:10:27 -06:00
PranavandGitHub 03c0a7c62e feat: Add support for more tool, standardize copilot chat service (#11560) 2025-05-23 01:07:07 -07:00
PranavandGitHub dc7f1597e5 feat: Add support for additional tools in Copilot (#11531)
- Added GetConversation, GetContact, GetArticle, SearchContacts,
SearchArticles
- Update SearchConversations to handle the permissions properly.
2025-05-21 15:49:35 -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
a07f2a7c1b feat: Add support for search_conversations in copilot (#11520)
Earlier, we were manually checking if a user was an agent and filtering
their conversations based on inboxes. This logic should have been part
of the conversation permissions service.

This PR moves the check to the right place and updates the logic
accordingly.

Other updates:
- Add support for search_conversations service for copilot.
- Use PermissionFilterService in contacts/conversations, conversations,
copilot search_conversations.

---------

Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-20 19:22:17 -07:00
PranavandGitHub 16371498ba feat: Add a tool to search Linear Issues in copilot (#11518)
This PR adds a tool to search Linear issues. If the integration is
enabled for the account, the tool will return results as expected. Also
introduces support for an `active?` method, which allows third-party
Copilot tools to be conditionally enabled based on the status of the
integration on the account.
2025-05-19 18:00:38 -07:00