Commit Graph
876 Commits
Author SHA1 Message Date
Sivin VargheseandGitHub 81d2c018cd Merge branch 'develop' into feat/email-forwarding 2025-05-21 23:28:22 +05:30
1602b071db feat: Add components to show steps in the copilot thinking process (#11530)
This PR adds the components for new Copilot UI
- Added a Header component
- Added a thinking block.
- Update the outline on copilot input

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-20 21:35:29 -07:00
4664402bf3 feat: Delete a contact from the contacts page (#11529)
# Pull Request Template

## Description


**This PR includes:**

1. Adds the ability to delete a contact from the contacts list accordion
section.
2. Improves the expand/collapse transition for the accordion.


Fixes
[CW-4375](https://linear.app/chatwoot/issue/CW-4375/allow-users-to-delete-a-contact-from-the-contacts-page)

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/8c897d24737f40f6b8b29fef76ba18e2?sid=70910b9d-f3db-4d54-8bfc-820db680e537


## 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 <pranavrajs@gmail.com>
2025-05-20 21:35:14 -07:00
Sivin VargheseandGitHub af650af489 chore: Display Agent Bot token after creation (#11488)
This PR includes:

- Displaying the Agent Bot token after creation
- Updating the avatar icon when an avatar image is not present

Fixes: https://linear.app/chatwoot/issue/CW-4337/agent-bot-token-not-visible
2025-05-20 17:35:18 -07:00
Sivin VargheseandGitHub 2ee63656e2 feat: Prevent saving preferences and status when impersonating (#11164)
This PR will prevent saving user preferences and online status when impersonating. Previously, these settings could be updated during impersonation, causing the user to see a different view or UI settings.

Fixes https://linear.app/chatwoot/issue/CW-4163/impersonation-improvements
2025-05-20 17:34:30 -07:00
Sivin VargheseandGitHub a4d749b9b9 Merge branch 'develop' into feat/email-forwarding 2025-05-18 18:57:32 +05:30
f0e8cf4ffe chore(i18n): Update translations (#11501)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 20:14:50 -07:00
Sivin VargheseandGitHub 5c0f0cf0a8 Merge branch 'develop' into feat/email-forwarding 2025-05-16 22:21:22 +05:30
d0611cb7f2 feat: Improve CSAT responses (#11485)
# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

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

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

## Type of change

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

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

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

**Email Channel (Survey link)**

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

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 14:18:52 +05:30
Sivin VargheseandGitHub 3ad8156ea2 Merge branch 'develop' into feat/email-forwarding 2025-05-12 21:19:04 +05:30
Chatwoot BotandGitHub 142bae5fa4 chore: Update translations (#11458) 2025-05-10 19:21:34 -07:00
Sivin VargheseandGitHub 9c5af11b84 Merge branch 'develop' into feat/email-forwarding 2025-05-09 08:41:21 +05:30
Shivam MishraandGitHub 4d684da288 fix: Update the copy for excluding the unattended conversations (#11450) 2025-05-08 20:08:12 -07:00
PranavandGitHub 43c640a76e Merge branch 'develop' into feat/email-forwarding 2025-05-08 19:16:11 -07:00
6766b706c1 feat: Add support for typing events in webhooks (#11423)
Added support for typing events in webhooks. Two new events are now
available: `conversation_typing_on` and `conversation_typing_off`.


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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-08 17:28:35 -07:00
Chatwoot BotandGitHub 823c3df27f chore: Update translations (#11432) 2025-05-08 15:45:53 -07:00
iamsivin 09e76b21ca chore: Clean up 2025-05-09 00:22:30 +05:30
Sivin VargheseandGitHub 6ca8b3abca Merge branch 'develop' into feat/email-forwarding 2025-05-08 16:52:59 +05:30
iamsivin cffd74fda3 chore: Replace message menu with context menu 2025-05-08 16:52:18 +05:30
Shivam MishraandGitHub c87b2109a9 feat: allow auto resolve waiting option (#11436) 2025-05-08 12:52:17 +05:30
Sivin VargheseandGitHub 3e7df0e76a Merge branch 'develop' into feat/email-forwarding 2025-05-07 21:27:27 +05:30
Shivam MishraandGitHub 1b23310e4b fix(ux): don't disable input for auto resolve (#11428) 2025-05-07 21:17:24 +05:30
Sivin VargheseandGitHub d747fbacf8 Merge branch 'develop' into feat/email-forwarding 2025-05-07 14:55:10 +05:30
b533980880 feat: Add support for minutes in auto resolve feature (#11269)
### Summary

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

###  Changes

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

###  Test plan

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
Chatwoot BotandGitHub e08436dde5 chore: Update translations (#11425) 2025-05-07 00:34:06 -07:00
PranavandGitHub 74c6caa982 Merge branch 'develop' into feat/email-forwarding 2025-05-06 13:44:47 -07:00
c8daa6c1fe chore: Update translations (#11413)
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-06 13:34:27 -07:00
Sivin VargheseandGitHub cf09aaadfc Merge branch 'develop' into feat/email-forwarding 2025-05-06 08:33:13 +05:30
PranavandGitHub cbdbf7900e fix: Update the character count for instructions (#11419)
- Increase the Captain instruction size to 20k instead of 2k
- Fix a display issue in the Captain playground and i18n issue in
Captain form.
2025-05-05 19:41:38 -07:00
Sivin VargheseandGitHub 2db43948c0 Merge branch 'develop' into feat/email-forwarding 2025-05-05 16:09:25 +05:30
bfed849d6a fix: Fix missing translations in copilot (#11411)
This PR does the following:

- Missing translations to the i18n file.
- Test the change with Malayalam (ml) translation. 
- Fixes overflow by setting the width to 100%

_Note_: The prompt text is also set for translation. This is
intentional, there is no change in the behaviour.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-04 18:06:24 -07:00
Sivin VargheseandGitHub 7c8f4d26fe Merge branch 'develop' into feat/email-forwarding 2025-05-02 08:07:02 +05:30
Chatwoot BotandGitHub 55316ea0a0 chore: Update translations (#11404) 2025-05-01 16:10:29 -07:00
iamsivin d1ac7211ec chore: Forward outgoing email message 2025-05-01 17:12:05 +05:30
Sivin VargheseandGitHub f4ca2529ba Merge branch 'develop' into feat/email-forwarding 2025-05-01 13:13:29 +05:30
Chatwoot BotandGitHub 251abd02b0 chore: Update translations (#11400) 2025-04-30 15:34:11 -07:00
Sivin VargheseandGitHub abce44c737 Merge branch 'develop' into feat/email-forwarding 2025-04-30 08:35:28 +05:30
PranavandGitHub fb6409508b feat: Allow customizing the responses, flows in Captain (#11385)
- Ability to provide custom instructions to captain

<img width="1107" alt="Screenshot 2025-04-28 at 6 11 43 PM"
src="https://github.com/user-attachments/assets/f94cbccc-b4d8-48fd-b6b9-55524129bc50"
/>
2025-04-29 15:42:15 -07:00
Sivin VargheseandGitHub a4a749e0d5 Merge branch 'develop' into feat/email-forwarding 2025-04-29 18:14:30 +05:30
59bae616cf feat: add UI for contact notes (#11358)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-04-29 16:08:20 +05:30
iamsivin 38741f9a15 feat: Email forwarding 2025-04-28 16:40:41 +05:30
Sivin VargheseandGitHub 73f768e0bf fix: Handle slug validation errors in Help Center (#11368)
# Pull Request Template

## Description

This PR fixes an issue with slug validation in the Help Center portal
settings. Previously, users were able to create or update slugs with
invalid characters such as spaces, slashes, and special symbols, which
cause help center to crash.

With this update, slug creation and updates are now properly validated.
Only slugs that match the allowed pattern will be accepted. No spaces,
underscores, slashes, or special characters are allowed.

Examples: **user**, **user-guide**

---

Fixes
https://linear.app/chatwoot/issue/CW-4273/add-validation-for-help-centre-slugs

## 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/a2ca5e2104984f28b29539293ffed33a?sid=e5064cb8-6220-4c43-99da-242c25d32027


## 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
2025-04-24 16:58:05 +05:30
630826baed feat: Implement UI for Agent Bots in settings and remove CSML support (#11276)
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots

## Video 





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

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 18:02:49 +05:30
Muhsin KelothandGitHub ad17887898 feat: Add warnings for existing instagram messenger channels (#11303) 2025-04-16 12:54:41 +05:30
Sivin VargheseandGitHub 79fc5bb555 fix: Display error message on empty response from Captain (#11302) 2025-04-15 13:20:06 +05:30
Muhsin KelothandGitHub e0097ab102 chore: Centralize outgoing message reply restrictions for all the channels (#11279) 2025-04-12 08:52:12 +05:30
Muhsin KelothGitHubSivin VargheseCopilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>Shivam Mishra
d827e66453 feat: Instagram Inbox using Instagram Business Login (#11054)
This PR introduces basic minimum version of **Instagram Business
Login**, making Instagram inbox setup more straightforward by removing
the Facebook Page dependency. This update enhances user experience and
aligns with Meta’s recommended best practices.

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


## Why Introduce Instagram as a Separate Inbox?


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

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

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

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

---

## Implementation Plan

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

### Changes & Considerations

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

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


---

## Instagram Login Flow

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

---

## How to Test the Instagram Inbox

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


## Troubleshooting & Common Errors

### Insufficient Developer Role Error

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

### API Access Deactivated

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

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

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


## To-Do List

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-04-08 10:47:41 +05:30
Muhsin KelothandGitHub 196bdf15af chore: Fix facebook inbox create button (#11237)
**Before**
![CleanShot 2025-04-03 at 14 59
33@2x](https://github.com/user-attachments/assets/9e6b28f9-e198-4bc9-8891-af3d6d6a0084)

**After**

![CleanShot 2025-04-03 at 16 51
22@2x](https://github.com/user-attachments/assets/5981d9c6-e645-47c8-bc46-2e488e30041e)
2025-04-03 17:25:34 +05:30
Muhsin KelothandGitHub 246deab684 feat: Instagram reauthorization (#11221)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 14:30:48 +05:30
Muhsin KelothandGitHub 7a24672b66 feat: Added the ability to create Instagram channel (#11182)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 13:57:14 +05:30