- 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>
# 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
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>
# 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
Custom tools is now discoverable on all plans
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
Before:
<img width="390" height="446" alt="CleanShot 2026-04-02 at 13 40 11@2x"
src="https://github.com/user-attachments/assets/0a751954-f3ad-47d6-85b8-1e2f1476a646"
/>
After:
<img width="392" height="522" alt="CleanShot 2026-04-02 at 13 40 47@2x"
src="https://github.com/user-attachments/assets/62a252f6-2551-47a9-b50c-be949f08c456"
/>
<img width="1826" height="638" alt="CleanShot 2026-04-02 at 13 37 39@2x"
src="https://github.com/user-attachments/assets/77dc2a75-3d76-44cf-8579-8d3457879bd0"
/>
## 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] 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>
# 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>
# 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
This PR updates settings page UI
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## 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
- [ ] 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
## Description
Display the total count of generated FAQs in the Related FAQs dialog
title to give users immediate visibility into how many FAQs were
generated from a document.
## Type of change
Please delete options that are not relevant.
- [ ] New feature (non-breaking change which adds functionality)
## Snapshots?
<img width="717" height="268" alt="Screenshot 2026-02-04 at 1 47 36 AM"
src="https://github.com/user-attachments/assets/c3e927ce-6d09-499d-8d02-8a44e0c353e2"
/>
## 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
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> **Low Risk**
> Small UI-only change using existing store metadata; risk is limited to
incorrect/blank counts if `meta.totalCount` is missing or stale.
>
> **Overview**
> Updates the `RelatedResponses` dialog to display the total related
response count in the title by reading
`captainResponses/getMeta.totalCount` (defaulting to 0) and appending it
as `(<count>)`.
>
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
7cd67c9991faceeff33d33c319e324b1c6cf73f4. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
# Pull Request Template
## Description
This PR includes the following updates:
1. Updated the design system color tokens by introducing new tokens for
surfaces, overlays, buttons, labels, and cards, along with refinements
to existing shades.
2. Refreshed both light and dark themes with adjusted background,
border, and solid colors.
3. Replaced static Inter font files with the Inter variable font
(including italic), supporting weights from 100–900.
4. Added custom font weights (420, 440, 460, 520) along with custom
typography classes to enable more fine-grained and consistent typography
control.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## 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
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
# Pull Request Template
## Description
This PR fixes the installation name in empty states on the Captain
Documents and Captain FAQs pages.
Fixes
https://linear.app/chatwoot/issue/CW-6159/display-brand-name-in-empty-state-messages-on-the-captain-page
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Screenshots
<img width="986" height="700" alt="image"
src="https://github.com/user-attachments/assets/7ba32fbb-ea93-4206-9e8d-ef037a83f72e"
/>
<img width="1062" height="699" alt="image"
src="https://github.com/user-attachments/assets/a70bec15-9bfe-4600-b355-f486f93a6839"
/>
## 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
# Pull Request Template
## Description
This PR includes an update to the Captain navigation structure.
## Route Structure
```javascript
1. captain_assistants_responses_index → /captain/:assistantId/faqs
2. captain_assistants_documents_index → /captain/:assistantId/documents
3. captain_assistants_scenarios_index → /captain/:assistantId/scenarios
4. captain_assistants_playground_index → /captain/:assistantId/playground
5. captain_assistants_inboxes_index → /captain/:assistantId/inboxes
6. captain_tools_index → /captain/tools
7. captain_assistants_settings_index → /captain/:assistantId/settings
8. captain_assistants_guardrails_index → /captain/:assistantId/settings/guardrails
9. captain_assistants_guidelines_index → /captain/:assistantId/settings/guidelines
10. captain_assistants_index → /captain/:navigationPath
```
**How it works:**
1. User clicks sidebar item → Routes to `captain_assistants_index` with
`navigationPath`
2. `AssistantsIndexPage` validates route and gets last active assistant,
if not redirects to assistant create page.
3. Routes to actual page: `/captain/:assistantId/:page`
4. Page loads with correct assistant context
Fixes
https://linear.app/chatwoot/issue/CW-5832/updating-captain-navigation
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
## 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
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
# Pull Request Template
## Description
**This PR includes:**
1. Added URL-based filter persistence for the responses pages, including
page and search parameters.
2. Introduced a new empty state variant for pending FAQs — without a
backdrop and with a “Clear Filters” option.
3. Made the actions, filter, and search row remain fixed at the top
while scrolling.
Fixes
https://linear.app/chatwoot/issue/CW-5852/improvements-in-pending-faqs
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/1d9eee68c0684f0ab05e08b4ca1e0ce9
## 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
Linked PR
https://github.com/chatwoot/chatwoot/pull/12113
## Linear Link
https://linear.app/chatwoot/issue/CW-4515/upload-pdfs-to-captain
## Description
This PR adds support for PDF file uploads to the Captain document
knowledge base system. The feature enables users to upload PDF files
directly to the knowledge base for FAQ generation and document
processing, expanding beyond the existing URL-based document ingestion.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Unit Tests
- Manually via UI
## 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] 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>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
# Pull Request Template
## Description
This PR fixes RTL alignment issues in the new conversation form, removes
the unused
[`form-checkbox`](https://github.com/chatwoot/chatwoot/pull/12151#discussion_r2266333315)
class name and drops the `app-rtl--wrapper` class, which was previously
used for RTL detection in `rtl.scss` (removed earlier)
Fixes https://linear.app/chatwoot/issue/CW-5410/rtl-issues
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Screenshots
<img width="868" height="474" alt="image"
src="https://github.com/user-attachments/assets/45995652-2895-49d5-a651-179090c949ec"
/>
<img width="868" height="656" alt="image"
src="https://github.com/user-attachments/assets/a1cb4415-3fd4-4c9a-bc46-5e07e437d757"
/>
<img width="868" height="656" alt="image"
src="https://github.com/user-attachments/assets/77c8981f-364e-4bf0-bea8-a4c42a76d065"
/>
## 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
# Pull Request Template
## Description
Fixes
https://linear.app/chatwoot/issue/CW-4091/accessibility-improvement-support-bigger-font-size-for-the-dashboard
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### **Loom video**
https://www.loom.com/share/1ab781859fa748a5ad54aacbacd127b4?sid=a7dd9164-a6de-462f-bff7-1b25e9c55b4f
## 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
This PR introduces several improvements to the Captain AI dashboard
section:
- New billing page, with new colors, layout and meters for Captain usage
- Updated the base paywall component to use new colors
- Updated PageLayout.vue, it's more generic and can be used for other
pages as well
- Use flags to toggle empty state and loading state
- Add prop for `featureFlag` to show the paywall slot based on feature
enabled on account
- Update `useAccount` to add a `isCloudFeatureEnabled`
- **Removed feature flag checks from captain route definitions**, so the
captain entry will always be visible on the sidebar
- Add banner to Captain pages for the following cases
- Responses usage is over 80%
- Documents limit is fully exhausted
### Screenshots
<details><summary>Free plan</summary>
<p>
</p>
</details>
<details><summary>Paid plan</summary>
<p>
</p>
</details>
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
This PR fixes an issue where deleting the last item on the last page of
responses/documents, would show an empty state instead of loading the
previous page.
Fixes
> If you have pending responses spanning 2 or more pages .. and you
delete the last response in the last page.. instead of showing the
previous page the system show empty state.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
**Loom video**
https://www.loom.com/share/b0e89f774ccd45dab0e8dba2c34bd1ac?sid=d9923bcd-5030-42d9-9b7f-170df5297cfd
## 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
This PR introduces support for an assistant filter on the documents page.
- Moved the existing assistant filter functionality to a standalone, reusable component.
- Updated the documents page and responses page to use the component
This PR introduces a review step for generated FAQs, allowing a human to
validate and approve them before use in customer interactions. While
hallucinations are minimal, this step ensures accurate and reliable FAQs
for Captain to use during LLM calls when responding to customers.
- Added a status field for the FAQ
- Allow the filter on the UI.
<img width="1072" alt="Screenshot 2025-01-15 at 6 39 26 PM"
src="https://github.com/user-attachments/assets/81dfc038-31e9-40e6-8a09-586ebc4e8384"
/>
Migration Guide: https://chwt.app/v4/migration
This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:
- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.
---------
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
