When a delay is on, the condition attribute dropdown for conversation-level events
offers only Status, and attribute_changed is dropped from the operator list for any
delayed rule. Toggling the delay on resets conditions the delayed rule can't use.
This makes unsupported delayed rules unconstructable, so the inline restriction
warning (and its i18n strings) are removed.
Delayed execution is now a toggle chosen first (above Event). Turning it on limits
the Event dropdown to the events where a delayed rule is meaningful (Conversation
Updated for status waits, Message Created for awaiting-agent/reply-chase) and snaps
an unsupported event to a supported one, so users can't build a delayed rule on an
event the engine can't handle.
The edit dialog's delay radios/value were synced once in open() from the automation
model, whose prop only settles a tick later — so the first edit click showed the
previous rule's delay (or immediate). Thread the clicked rule's execution_delay
directly into open() so the delay controls hydrate correctly on the first click.
- episode_key_for falls back to the incoming message's created_at when
waiting_since is still nil (it is written after MESSAGE_CREATED dispatches),
so awaiting-agent episodes no longer arm as awaiting_agent:0 and get skipped
as episode_moved on the first customer message after an agent reply.
- Editing a rule's trigger, conditions, or actions (not just the delay) now
discards its armed pending rows so they can't fire against a definition they
were never armed under; deleting rather than skipping frees the episode slot
so the new definition re-arms on the next matching event.
- The rule form only offers a delay when the config supports it: the delayed
option is disabled with an explanation for attribute_changed conditions and
for non-status conditions on conversation events, and the backend's specific
error is surfaced on save instead of a generic message.
Agents can no longer send replies in Instagram conversations on Chatwoot
Cloud while the temporary Meta platform restriction is active. The reply
box locks into Private Note mode — the same behavior as an expired
24-hour reply window — so teams can still collaborate internally, with
the existing amber restriction banner above the conversation explaining
why. Self-hosted installations are unaffected.
Follow-up to #14974.
## How to test
1. On a Chatwoot Cloud environment (`isOnChatwootCloud` true), open any
Instagram conversation.
2. The composer should be locked to Private Note mode: the Reply/Private
Note toggle is disabled, and sending creates a private note — even for
conversations within the 24-hour reply window.
3. Switching between conversations should keep the composer in Private
Note mode for Instagram conversations.
4. On a self-hosted environment, Instagram conversations should behave
as before (reply allowed within the messaging window).
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
- Add a document details view that surfaces crawled content, source
metadata, and generated FAQ counts.
- Rename the document card action to open details and show the FAQ count
inline in the list.
- Return `responses_count` from the documents API efficiently and expose
document content in the show payload.
- Update related Captain copy to reflect the new details-oriented flow.
**Preview**
<img width="1640" height="1596" alt="CleanShot 2026-06-26 at 09 25
15@2x"
src="https://github.com/user-attachments/assets/0c408fae-7d37-422a-8869-ece466292cb1"
/>
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
## Description
Adds an admin-only Intercom import workflow under Settings > Data.
Admins can connect an Intercom access token, start named historical
contact/conversation imports, monitor active and previous import runs,
review paginated skip/error logs, download skip logs, and route imported
conversations into source-bucket API inboxes that can be renamed later.
The import path stores durable source mappings, batches Intercom
contact/conversation pages through Sidekiq, records already-imported
records as skipped, and writes historical messages without normal
outbound delivery callbacks. The PR also includes the Intercom import
PRD/TDD document for review context.
Closes
[CW-7519](https://linear.app/chatwoot/issue/CW-7519/explore-intercom-import)
## 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)
- [x] This change requires a documentation update
## How Has This Been Tested?
Tested importing using actual data through integration.
Screenshots:
<img width="1800" height="948" alt="Screenshot 2026-07-02 at 10 48
48 PM"
src="https://github.com/user-attachments/assets/e74d9ed6-0bca-47de-b6ef-e589afcddfde"
/>
<img width="1800" height="1008" alt="Screenshot 2026-07-02 at 10 49
03 PM"
src="https://github.com/user-attachments/assets/1bd12fdb-0a47-4287-ac1d-ea308e70a9cd"
/>
<img width="1800" height="1005" alt="Screenshot 2026-07-02 at 10 49
21 PM"
src="https://github.com/user-attachments/assets/3d8145f5-1794-4cc3-b3fa-de5cd80e6ca3"
/>
<img width="1800" height="1002" alt="Screenshot 2026-07-02 at 10 49
38 PM"
src="https://github.com/user-attachments/assets/6f818efd-4193-43c2-84eb-66970dca4490"
/>
Passed locally:
```sh
eval "$(rbenv init -)" && bundle exec rspec spec/models/data_import_spec.rb spec/jobs/data_import_job_spec.rb spec/requests/api/v1/accounts/data_imports_spec.rb spec/requests/api/v1/accounts/integrations/intercom_spec.rb spec/jobs/data_imports/intercom/import_jobs_spec.rb spec/services/data_imports/intercom/importer_spec.rb spec/services/data_imports/intercom/placeholder_inbox_builder_spec.rb spec/services/data_imports/intercom/source_bucket_spec.rb
```
```sh
eval "$(rbenv init -)" && bundle exec rubocop app/controllers/api/v1/accounts/data_imports_controller.rb app/controllers/api/v1/accounts/integrations/intercom_controller.rb app/jobs/data_imports/intercom app/models/data_import.rb app/models/data_import_error.rb app/models/data_import_item.rb app/models/data_import_mapping.rb app/models/integrations/hook.rb app/policies/data_import_policy.rb app/policies/hook_policy.rb app/services/data_imports/intercom db/migrate/20260702000000_expand_data_imports_for_intercom_imports.rb db/migrate/20260702000001_create_data_import_items.rb db/migrate/20260702000002_create_data_import_mappings.rb db/migrate/20260702000003_create_data_import_errors.rb spec/jobs/data_imports/intercom spec/requests/api/v1/accounts/data_imports_spec.rb spec/requests/api/v1/accounts/integrations/intercom_spec.rb spec/services/data_imports/intercom
```
```sh
pnpm exec eslint app/javascript/dashboard/api/dataImports.js app/javascript/dashboard/api/integrations.js app/javascript/dashboard/routes/dashboard/settings/data/Index.vue app/javascript/dashboard/routes/dashboard/settings/data/Show.vue app/javascript/dashboard/routes/dashboard/settings/data/data.routes.js app/javascript/dashboard/routes/dashboard/settings/data/importStatus.js app/javascript/dashboard/routes/dashboard/settings/integrations/Intercom.vue app/javascript/dashboard/routes/dashboard/settings/integrations/integrations.routes.js app/javascript/dashboard/routes/dashboard/settings/settings.routes.js app/javascript/dashboard/components-next/sidebar/Sidebar.vue app/javascript/dashboard/routes/dashboard/settings/inbox/Index.vue
```
```sh
git diff --check
```
Note: the RSpec boot logs the existing local `chatwoot_dev` purge
warning because other database sessions are open, then continues and
completes with 52 examples, 0 failures.
## 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
- [x] I have made corresponding changes to the documentation
- [ ] 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: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Contact custom attributes filled in the pre-chat form (e.g. a CPF field)
were silently lost when the visitor's email or phone matched an existing
contact. The widget sent the attributes in a separate request that raced
the conversation create: creating the conversation merges the widget
contact into the existing contact, so the attribute update landed on the
destroyed contact and vanished without an error. New visitors were
unaffected, which made the bug hard to spot.
The fix sends contact custom attributes inside the same request that
identifies the contact. The widget conversation create endpoint now
accepts `contact.custom_attributes` and applies them through
`ContactIdentifyAction` in the same transaction as the merge, so the
submitted values always land on the surviving contact. The campaign path
folds the attributes into the existing contact update call the same way.
<details>
<summary>Reproduction script (rails runner, concurrent
threads)</summary>
```ruby
# Concurrent reproduction of the pre-chat form race that loses contact
# custom attributes when the visitor's email matches an existing contact.
#
# The old widget fired two unawaited requests on pre-chat submit. Each
# iteration replays them as real concurrent threads:
# - create thread = POST /widget/conversations: resolves the widget contact,
# then runs ContactIdentifyAction (which merges the widget contact into the
# existing contact) inside a transaction held open while the conversation
# and message are created.
# - patch thread = PATCH /widget/contact: resolves the widget contact via its
# contact inbox and applies the custom attributes through
# ContactIdentifyAction, exactly like Widget::ContactsController#update.
#
# Run with: bundle exec rails runner confirm_prechat_race.rb
# Creates throwaway contacts on Account.first and deletes them afterwards.
ITERATIONS = 20
CPF = '123.456.789-09'.freeze
account = Account.first!
inbox = account.inboxes.first!
losses = 0
ITERATIONS.times do |i|
existing = account.contacts.create!(name: 'Existing Contact', email: "race-existing-#{SecureRandom.hex(6)}@example.com")
temp = account.contacts.create!(name: 'Widget Visitor')
contact_inbox = ContactInbox.create!(contact: temp, inbox: inbox, source_id: SecureRandom.uuid)
begin
create_request = Thread.new do
ActiveRecord::Base.connection_pool.with_connection do
widget_contact = ContactInbox.find(contact_inbox.id).contact # set_contact before_action
ActiveRecord::Base.transaction do
ContactIdentifyAction.new(
contact: widget_contact,
params: { email: existing.email, phone_number: nil, name: 'Widget Visitor' },
retain_original_contact_name: true,
discard_invalid_attrs: true
).perform
sleep(0.02) # conversation + message creation keeps the transaction open
end
end
end
patch_request = Thread.new do
ActiveRecord::Base.connection_pool.with_connection do
sleep(rand * 0.02) # network jitter between the two requests
widget_contact = ContactInbox.find(contact_inbox.id).contact # set_contact before_action
ContactIdentifyAction.new(
contact: widget_contact,
params: { custom_attributes: { cpf: CPF } },
discard_invalid_attrs: true
).perform
end
end
create_request.join
patch_request.join
survivor = existing.reload
if survivor.custom_attributes['cpf'] == CPF
puts "iteration #{i + 1}: CPF survived"
else
losses += 1
puts "iteration #{i + 1}: CPF LOST (survivor custom_attributes: #{survivor.custom_attributes.inspect})"
end
ensure
account.contacts.where(id: [existing.id, temp.id]).find_each(&:destroy!)
end
end
puts
puts "#{losses}/#{ITERATIONS} iterations lost the CPF -- race #{losses.positive? ? 'confirmed' : 'not reproduced in this run'}"
```
Result: **20/20 iterations lose the CPF** (consistent across repeated
runs). The conversation create holds its transaction open across the
contact merge, so the fast attribute update either resolves the
soon-to-be-destroyed widget contact or blocks on its row lock and then
updates 0 rows — silently, with no error. This is why the customer sees
the loss every time, not intermittently.
Note: the script replays the old two-request flow at the service layer,
so it reproduces the loss even with this fix applied — the fix works by
removing the second request from the widget, not by changing the raced
code paths. The new request spec (`saves contact custom attributes on
the surviving contact when merged into an existing contact`) covers the
fixed contract.
</details>
## Closes
- Reported via support conversation:
https://app.chatwoot.com/app/accounts/1/conversations/84465
## How to reproduce
1. Create a website inbox with a pre-chat form that has a contact custom
attribute field (e.g. CPF).
2. Create a contact with a known email address.
3. As a visitor, open the widget and fill the pre-chat form using that
same email plus a value for the custom attribute.
4. Before: the attribute never appears on the contact profile. After: it
is saved on the existing contact, overwriting any stale value.
## What changed
- `POST /api/v1/widget/conversations` now permits
`contact.custom_attributes` and passes it to `ContactIdentifyAction`,
which deep-merges it atomically with the contact merge.
- The widget pre-chat form sends contact custom attributes inside the
conversation create payload instead of a separate `setCustomAttributes`
call; the campaign path includes them in the `contacts/update` payload.
Since embedded signup has been disabled on production, WhatsApp inboxes
that were created through it have no way to be managed going forward.
This PR lets admins transfer an embedded signup inbox to a manual Cloud
API setup: the inbox settings Configuration tab now shows the webhook
verification token and a "Switch to Manual Setup" form (pre-populated
with the Phone Number ID, Business Account ID, and API key stored during
the embedded signup journey) instead of the old Reconfigure button.
Saving the form updates the channel's `provider_config` without the
`source: embedded_signup` marker, so the inbox becomes a regular
manually-configured WhatsApp Cloud inbox. The backend re-validates the
submitted credentials against Meta before accepting the change.
## How to test
1. Open the settings page of a WhatsApp inbox created via embedded
signup → Configuration tab.
2. The Reconfigure button is gone; you see the webhook verification
token and a Switch to Manual Setup form pre-filled with the stored
credentials.
3. Configure the webhook in your own Meta app using the verification
token, enter a permanent access token from that app, and click "Switch
to Manual Setup".
4. On success the page switches to the standard manual configuration
view (verify token, API key update), and messaging continues to work
with the new credentials. Invalid credentials are rejected with an
error.
## What changed
- `ConfigurationPage.vue`: replaced the embedded-signup Reconfigure
section (and the hidden reauthorize component) with the manual transfer
form.
- New `WHATSAPP_MANUAL_TRANSFER_*` translation keys.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
# Pull Request Template
## Description
Increases description for Captain.
Why?
We are planning to include business context in description and 255 char
limit on the column and 200 char limit on the UI are very limiting to
get proper context.
## Type of change
Improvement to accommodate business context
## 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:
- [ ] 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
Instagram inbox creation and WhatsApp embedded signup on Chatwoot Cloud
now reflect the temporary Meta restriction. Instagram is hidden from
onboarding on Cloud, while the regular Instagram inbox creation page
shows a disabled action with a status-linked amber warning. WhatsApp
embedded signup on Cloud stays visible with its connect action disabled.
WhatsApp Call setup always uses the manual WhatsApp form.
Existing Instagram conversations and Instagram inbox settings on Cloud
also show amber warning banners with the public incident link.
Self-hosted installations keep their existing Instagram, WhatsApp, and
WhatsApp Call setup behavior because the temporary restriction is based
only on the Chatwoot Cloud environment check.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
# Pull Request Template
## Description
This PR makes reply editor variables insert their resolved value (for
example, the contact's name) instead of the raw `{{contact.name}}`
placeholder, matching canned response behavior. This works both when
picking a variable from the `{{` menu and when an agent manually types
out `{{contact.name}}` — it resolves the moment the closing `}}` is
typed.
If a variable has no value, the `{{placeholder}}` is kept so the backend
can still resolve it when the message is sent. Private notes are left
untouched.
For safety, a resolved value that itself contains Liquid syntax `({{ }}`
or `{% %})` also keeps its placeholder, so customer-controlled fields
can never inject Liquid into the outgoing message.
Fixes
https://linear.app/chatwoot/issue/CW-7528/reply-editor-inserts-variable-placeholder-instead-of-the-value
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
1. Open a conversation and add a reply.
2. Type `{{` and pick a variable that has a value (e.g. Contact name) →
it inserts the actual value.
3. Manually type `{{contact.name}}` and close the braces → it
auto-resolves to the value.
4. Insert/type a variable with no value → the `{{placeholder}}` stays;
confirm it resolves correctly on send.
5. Repeat in a private note → placeholders are left as-is.
## 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
Re-enables the "WhatsApp Calls" inbox creation option, which disappeared
when embedded signup was disabled on production. The channel card now
only requires the `channel_voice` account feature, and the creation flow
offers the manual WhatsApp Cloud API setup form. Once the channel is
created with manual credentials, calling is enabled automatically — the
same post-setup step the embedded signup flow used to perform.
When an installation has embedded signup configured, the flow still uses
it; the manual form is the fallback (and the effective path on Chatwoot
Cloud today).
## How to test
1. Enable the `channel_voice` feature on the account.
2. Go to Add Inbox → the "WhatsApp Calls" card is visible again → select
it.
3. Fill in the manual Cloud API credentials (inbox name, phone number,
phone number ID, business account ID, API key) and submit.
4. The inbox is created and calling is enabled:
`provider_config.calling_enabled` is true and the Calls tab toggle is
on. If the number isn't enrolled in the Business Calling API, an alert
explains the enable failure but the messaging inbox is still created.
## What changed
- `ChannelItem.vue`: the `whatsapp_call` card is gated only on
`channel_voice` (previously also required the embedded signup app ID).
- `CloudWhatsapp.vue`: new `enableCallingOnComplete` prop that calls the
enable-calling API after channel creation.
- `WhatsappCall.vue`: renders embedded signup when available, otherwise
the manual setup form — both with calling enabled on completion.
Updates the suspended account page with the revised policy copy and adds
a visible Contact support action that opens the embedded Chatwoot
support widget.
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Updates the suspended account screen copy to use clearer policy and
safety-oriented language, while giving users a direct support path if
they believe the suspension is a mistake.
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
## Description
Adds the account-level `unread_count_for_filters` feature flag as the
dark-launch gate for filtered sidebar unread counts. This reuses the
deprecated `quoted_email_reply` flag slot, resets the reused bit for
existing accounts, and removes stale defaults so new accounts do not
reference the old flag.
This also adds the feature where we are now calculating the unread counts for built in filters like mentions, participating and unattended along with unread count for saved filters/folders.
Closes
[CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders)
## 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
Reworks the Captain assistant "hours saved" metric so it produces a
believable number. It previously multiplied assistant reply count by
customer reply-wait time, which inflated the figure into the millions of
hours. It now estimates saved time as replies × a fixed ~2 min per-reply
effort assumption. On the overview card the value renders in days once
it passes 100 hours, and the label/hint copy was updated to match.
## How to test
1. Open the Captain assistant overview page.
2. Check the "Time saved" card shows a sensible value (hours, or days
past 100h).
3. Hover the hint and confirm it reflects the per-reply estimate.
This PR adds a Captain Assistant **Overview** page to show some KPI
metrics (conversations handled, auto-resolution, handoff, hours saved,
reopen-after-resolve, conversation depth) with trend deltas vs the
previous window, a real knowledge card, and a lazily-loaded, cached LLM
welcome summary.
### Highlights
- **Two contextual banners** on the overview:
- **Inbox banner** — prompts the user to connect an inbox when the
assistant has none, so it can actually do work.
- **Coverage banner** — warns when FAQ coverage is below 85% with more
than 100 responses pending review, linking straight to the pending
queue. Dismissal persists per-assistant for 24h via localStorage.
- **Batched stats builder** (`Captain::AssistantStatsBuilder`) computes
both windows in single FILTER-aggregated scans to cut round trips,
behind new `stats`/`summary` endpoints.
- **Cards included but intentionally left dummy / not rendered yet:**
`ResponseQualityCard` (flagged responses) and `CreditUsageCard` (credit
usage + daily chart). Credits are an account-wide counter with no
per-assistant or daily history, so there is no real data to back them
yet; they ship in the codebase but are not wired into the page.
### Index migration
- Replaces `index_messages_on_sender_type_and_sender_id` with
`index_messages_on_sender_and_created` `(sender_type, sender_id,
created_at)`.
- **Why it helps:** the per-assistant windowed lookups filter `sender_*`
*and* a `created_at` range. The old 2-column index matched every
lifetime row for the assistant and filtered the time slice at the heap
(~89% of rows discarded); adding `created_at` as a range column lets
Postgres scan only the window, and fixes the row-count estimate so the
planner picks a hash join over a nested loop on `reporting_events`.
- **Why dropping the old index is safe:** the new index is a left-prefix
superset `(sender_type, sender_id, ...)`, so every query the old one
served is still served. No code references it by name, and dropping it
keeps write amplification on `messages` neutral. Built/dropped with
`CONCURRENTLY` and `if_not_exists`/`if_exists` guards.
## Preview
<img width="2572" height="1754" alt="CleanShot 2026-06-29 at 22 38
51@2x"
src="https://github.com/user-attachments/assets/3798d09e-7850-48e4-b2cd-508533f15cea"
/>
## Banners
#### Inbox connect alert
<img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 26 55@2x"
src="https://github.com/user-attachments/assets/373c371c-bb7d-4291-a0f9-620673078302"
/>
#### Coverage alert
<img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 25 41@2x"
src="https://github.com/user-attachments/assets/e12d6308-11b6-4ba2-88a2-8a3077dd3e8f"
/>
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
This temporarily turns off inbox creation for channels that rely on
Meta's embedded signup — the WhatsApp Cloud signup popup, Instagram
(OAuth-only), and WhatsApp Call. WhatsApp Cloud inbox creation now falls
back to the manual API-key form, while the Instagram and WhatsApp Call
tiles appear disabled. Both channels are also hidden from the
new-account onboarding flow. Existing inboxes are not affected.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
## Linear ticket
- https://linear.app/chatwoot/issue/CW-7253/billing-brl-pix-new-users
## Description
New accounts that sign up in Brazilian Portuguese are now billed in BRL
instead of USD. Their Stripe customer is created with a Brazil address
and Portuguese locale (so the Stripe portal offers Real prices and PIX),
and the AI credit top-up flow shows packages priced in the account's
billing currency. Currency support is config-driven, so adding another
currency later is a configuration change rather than a code change.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- https://www.loom.com/share/c8d3d08c1b844ed6b820438d4209491a
## Screenshot
<img width="904" height="440" alt="image"
src="https://github.com/user-attachments/assets/6f19fad8-e6af-46ea-b99f-b0265bb9eeec"
/>
## 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
## Description
Adds drilldown support for report bar charts powered by
`ReportContainer`. Clicking a non-zero report bar now opens a right-side
drawer with the conversations or messages that contributed to that
bucket, with each row linking to the underlying conversation and message
rows linking with `messageId`.
This includes a new `GET /api/v2/accounts/:account_id/reports/drilldown`
endpoint, backend drilldown builders/serializers, generic chart click
emission, local drawer state via `useReportDrilldown`, compact drilldown
cards, pagination, stale-response protection, and validation for
unsupported drilldown dimensions.
Fixes # CW-4497
https://linear.app/chatwoot/issue/CW-4497/drill-down-on-agent-conversations-report
## Type of change
- [x] 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?
Ran the focused backend and frontend checks for the drilldown endpoint,
builder, chart click handling, drawer/card UI, API helper, and
stale-response handling.
Here are the screenshots on how it looks like:
<img width="1792" height="1199" alt="Screenshot 2026-06-02 at 11 32
11 PM"
src="https://github.com/user-attachments/assets/6bdb8832-b9df-4bf3-9a2a-beaefe203b6e"
/>
<img width="1791" height="1230" alt="Screenshot 2026-06-02 at 11 32
34 PM"
src="https://github.com/user-attachments/assets/36e92eb7-3208-4855-87f4-0c7f316df54d"
/>
<img width="1784" height="1235" alt="Screenshot 2026-06-02 at 11 32
46 PM"
src="https://github.com/user-attachments/assets/f7a53916-74f2-4622-9305-042e0ac9e877"
/>
## 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: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
# Pull Request Template
## Description
Blocked contacts are now excluded from SLA assignment, processing,
reports, and conversation SLA UI while they remain blocked. Existing SLA
records are preserved, and SLA behavior resumes if the contact is
unblocked.
Fixes
https://linear.app/chatwoot/issue/CW-7435/sla-should-not-trigger-for-blocked-contacts
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- `bundle exec rspec spec/enterprise/models/conversation_spec.rb
spec/enterprise/models/applied_sla_spec.rb
spec/enterprise/services/enterprise/action_service_spec.rb
spec/enterprise/services/sla/evaluate_applied_sla_service_spec.rb
spec/enterprise/jobs/sla/process_account_applied_slas_job_spec.rb
spec/enterprise/controllers/api/v1/accounts/applied_slas_controller_spec.rb
spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/controllers/enterprise/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/presenters/conversations/event_data_presenter_spec.rb` —
78 examples, 0 failures
- `bundle exec rubocop
enterprise/app/controllers/api/v1/accounts/applied_slas_controller.rb
enterprise/app/jobs/sla/process_account_applied_slas_job.rb
enterprise/app/models/applied_sla.rb
enterprise/app/models/enterprise/concerns/conversation.rb
enterprise/app/presenters/enterprise/conversations/event_data_presenter.rb
enterprise/app/services/enterprise/action_service.rb
enterprise/app/services/sla/evaluate_applied_sla_service.rb
lib/tasks/apply_sla.rake
spec/enterprise/controllers/api/v1/accounts/applied_slas_controller_spec.rb
spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/controllers/enterprise/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/jobs/sla/process_account_applied_slas_job_spec.rb
spec/enterprise/models/applied_sla_spec.rb
spec/enterprise/models/conversation_spec.rb
spec/enterprise/presenters/conversations/event_data_presenter_spec.rb
spec/enterprise/services/enterprise/action_service_spec.rb
spec/enterprise/services/sla/evaluate_applied_sla_service_spec.rb` — no
offenses
- `pnpm exec vitest --no-watch --no-cache --no-coverage
app/javascript/dashboard/components/widgets/conversation/specs/ConversationCard.spec.js`
— 2 tests passed
- `pnpm exec eslint
app/javascript/dashboard/components-next/Conversation/ConversationCard/CardMessagePreviewWithMeta.vue
app/javascript/dashboard/components-next/Conversation/ConversationCard/ConversationCardExpanded.vue
app/javascript/dashboard/components/widgets/conversation/ConversationCard.vue
app/javascript/dashboard/components/widgets/conversation/ConversationHeader.vue
app/javascript/dashboard/components/widgets/conversation/specs/ConversationCard.spec.js`
— passed with existing raw-text warnings in `ConversationHeader.vue`
- `git diff --cached --check` — clean
## 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
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Description
Some inbound WhatsApp calls stayed stuck in "ringing" forever. When a
caller hung up within ~1s of dialing, Meta delivered the terminate
webhook before the connect webhook. The terminate arrived with no call
record yet and was dropped, then connect created the call in ringing
with nothing left to close it. These calls now correctly land as missed
(no_answer), and an agent who taps Accept on a call that already ended
gets a clean "call ended" instead of a generic error.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- local UI testing
## 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
- Fixes SLA breach computation to respect the "Only during business
hours" setting
- Backend now pre-computes SLA deadlines, simplifying frontend logic
## How it works
Before: SLA deadlines were calculated using wall-clock time, ignoring
business hours.
After: When an SLA policy has "Only during business hours" enabled and
the inbox has working hours configured, the deadline is calculated by
adding threshold time only during business hours.
**How you check if a conversation has a SLA hit or miss?**
<img width="474" height="510" alt="Screenshot 2026-01-28 at 7 06 53 PM"
src="https://github.com/user-attachments/assets/54ec8581-18b8-45c6-a356-de8c778ea78d"
/>
**Example:**
- Conversation created: Friday 4:30 PM
- FRT threshold: 1 hour
- Business hours: Mon-Fri 9 AM - 5 PM
| | Breach time |
|--|--|
| Before | Friday 5:30 PM |
| After | Monday 9:30 AM |
## Test plan
- [x] Create an SLA policy with "Only during business hours" enabled
- [x] Configure inbox with business hours (e.g., Mon-Fri 9-5)
- [x] Conversation created during business hours
- Create a conversation on Wednesday 10:00 AM UTC
- Expected: FRT deadline shows Wednesday 12:00 PM UTC (2 business hours
later)
- [x] Conversation created before business hours
- Create a conversation on Wednesday 7:00 AM UTC
- Expected: FRT deadline shows Wednesday 11:00 AM UTC (counting starts
at 9 AM)
- [x] Conversation created after business hours
- Create a conversation on Wednesday 6:00 PM UTC
- Expected: FRT deadline shows Thursday 11:00 AM UTC (counting starts
next day 9 AM)
- [x] Conversation created on weekend
- Create a conversation on Saturday 10:00 AM UTC
- Expected: FRT deadline shows Monday 11:00 AM UTC (skips weekend)
- [x] Threshold spans weekend
- Create a conversation on Friday 4:00 PM UTC with 2-hour FRT
- Expected: FRT deadline shows Monday 10:00 AM UTC (1h Friday + 1h
Monday)
- [x] SLA without business hours
- Create an SLA policy with only_during_business_hours: false
- Create a conversation on Friday 4:00 PM UTC with 2-hour FRT
- Expected: FRT deadline shows Friday 6:00 PM UTC (wall-clock time)
- [x] All Day marked as closed_all_day
- Create a conversation on Tuesday 4:00 PM UTC with 2-hour FRT
- Expected: FRT deadline shows Thursday 10:00 AM UTC
- [x] All Day marked as open_all_day
- Create a conversation on Saturday 10:00 AM UTC with 2-hour FRT
- Expected: FRT deadline shows Saturday 12:00 PM UTC
- [x] UI displays correct countdown
- Verify conversation card shows correct SLA timer
- Verify timer shows flame icon when breached
- Verify timer shows alarm icon when within threshold
- Time updates automatically when time passes
- [x] Verify the breach with a different timezone than your local
timezone
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
# Pull Request Template
## Description
- Default temperature to 0.5 and remove UI control
- No migrations needed for existing accounts, their current settings are
preserved
## 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 spec
## 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
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
After entering their account details, new admins land on an **Inbox
setup** screen that shows what we've already set up for them and lets
them connect their conversation channels without leaving onboarding. It
surfaces the auto-created live chat widget (and Help Center on
Enterprise), highlights channels detected from their website, and offers
a **View all** dialog to connect any supported channel inline.
### Channel status
| Channel | How it connects | Status | PR |
|---|---|---|---|
| Live chat (Website) | Auto-created during setup | ✅ Done |
https://github.com/chatwoot/chatwoot/pull/14314 |
| WhatsApp | Meta embedded signup | ✅ Done |
https://github.com/chatwoot/chatwoot/pull/14619 |
| Facebook | Login + page picker | ✅ Done |
https://github.com/chatwoot/chatwoot/pull/14619 |
| Instagram | OAuth redirect | ✅ Done |
https://github.com/chatwoot/chatwoot/pull/14568 |
| TikTok | OAuth redirect | ✅ Done |
https://github.com/chatwoot/chatwoot/pull/14569 |
| LINE | Inline credential form | ✅ Done | — |
| Telegram | Inline credential form | ✅ Done | — |
| Gmail / Outlook | OAuth (email) | ⚠️ Disabled — coming in a follow-up
| https://github.com/chatwoot/chatwoot/pull/14567 |
| SMS / API / Voice / Other email | — | ⛔ Unavailable | — |
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
## Description
Move WhatsApp webhook callback override from WABA level to phone number
level, allowing multiple phone numbers on the same WABA to have
independent callback URLs.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Connect a WhatsApp Cloud inbox via embedded signup
- Verify webhook setup succeeds and messages are received
- Connect a second phone number on the same WABA — both should receive
messages independently
- Delete an inbox and verify only that phone number's override is
cleared
## 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
- [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
---------
Co-authored-by: tds-1 <tds-1@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Dyte is sunsetting its existing infrastructure after the Cloudflare
acquisition, so this migrates Chatwoot’s video call integration to
Cloudflare RealtimeKit.
The integration now uses Cloudflare Account ID, RealtimeKit App ID, and
a Cloudflare API token with Realtime Admin permissions. Meeting creation
and participant token generation now call Cloudflare’s RealtimeKit APIs,
while the existing Chatwoot call experience remains unchanged for agents
and customers.
This also adds setup-time credential validation, so admins get clearer
errors when the API token is invalid, the Cloudflare account or
permissions are incorrect, or the RealtimeKit App ID does not belong to
the selected account.
Fixes
https://linear.app/chatwoot/issue/PLA-176/migrate-dyte-integration-to-cloudflare-realtimekit
**How to test**
1. Go to Settings → Integrations → Cloudflare RealtimeKit.
2. Add a Cloudflare Account ID, RealtimeKit App ID, and API token with
Realtime Admin permissions.
3. Confirm the integration saves successfully with valid credentials.
4. Try invalid credentials and confirm the error identifies whether the
token, account/permissions, or app ID is wrong.
5. Start a video call from a conversation and confirm the RealtimeKit
meeting opens.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
## Linear ticket
-
https://linear.app/chatwoot/issue/CW-7137/assignment-v2-backlog-flush-overloads-agents
## Description
Assignment policies now skip stale unassigned conversations
automatically. Each policy carries an age threshold (defaults to 7
days), so auto-assignment only picks up recent backlog instead of
draining very old, forgotten conversations. The threshold is
configurable per policy and can be cleared to assign conversations
regardless of age. Previously this control existed only on Enterprise
capacity policies (`exclude_older_than_hours`); it now lives on the
assignment policy itself, so every V2 inbox benefits without needing a
capacity policy.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Local UI flows
## Screenshots?
<img width="645" height="822" alt="image"
src="https://github.com/user-attachments/assets/ec58db86-c1fa-4f9e-be87-2e24ff02e077"
/>
## 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: Sony Mathew <sony@chatwoot.com>
## Linear ticket
-
https://linear.app/chatwoot/issue/CW-7374/agent-declined-voice-calls-miscounted-as-failed
## Description
Agent rejections were stored with status: failed, so call reports lumped
deliberate declines together with real technical failure.
Fix: give declines their own terminal rejected status (Twilio + WhatsApp
paths), keeping end_reason: agent_rejected. Genuine provider/network
failures stay failed. Frontend renders declines exactly as before;
existing rows backfilled via migration.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Tested on UI
## 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: Sony Mathew <sony@chatwoot.com>
# Pull Request Template
## Description
This PR adds support for custom variables in auto-resolution messages
within Conversation Workflows.
Agents can insert variables (e.g. `{{contact.name}}`) into the custom
auto-resolution message using the variable picker by typing `{{`. These
variables are resolved with actual conversation data when the
auto-resolution message is sent.
The field uses the existing editor with the formatting toolbar hidden,
since auto-resolution messages are delivered across all channels,
including SMS, where formatting isn't supported. Existing message
content is preserved as-is, and typing `{{` opens the variable picker
for quick insertion.
Fixes
https://linear.app/chatwoot/issue/CW-7369/support-custom-variables-in-conversations-workflow-text-fields
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Screenshots
<img width="1262" height="764" alt="image"
src="https://github.com/user-attachments/assets/e43be22c-f86e-436a-9fdd-5bcb73c61ca3"
/>
## 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
- [ ] 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
Tanmay Deep Sharma