Commit Graph
1268 Commits
Author SHA1 Message Date
Sivin VargheseandGitHub 81d2c018cd Merge branch 'develop' into feat/email-forwarding 2025-05-21 23:28:22 +05:30
Sojan JoseandGitHub bc42aec68e chore: upgrade ruby version to 3.4.4 (#11524)
- Chore upgrade ruby version to 3.4.4 before we migrate to rails 7.2
over #11037
2025-05-21 19:40:07 +05:30
df7401f71c fix: account email validation during signup (#11307)
- Refactor email validation logic to be a service
- Use the service for both email/pass signup and Google SSO
- fix account email validation during signup
- Use `blocked_domain` setting for both email/pass signup and Google
Sign In [`BLOCKED_DOMAIN` via GlobalConfig]
- add specs for `account_builder`
- add specs for the new service

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-05-20 20:45:39 -07:00
a07f2a7c1b feat: Add support for search_conversations in copilot (#11520)
Earlier, we were manually checking if a user was an agent and filtering
their conversations based on inboxes. This logic should have been part
of the conversation permissions service.

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

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

---------

Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-20 19:22:17 -07:00
Muhsin KelothandGitHub 27ec791353 fix: Display message content for CSAT messages in non-widget inboxes (#11528)
We made so many improvements for CSAT via https://github.com/chatwoot/chatwoot/pull/11485. However, we missed showing message content in the dashboard for CSAT URLs created in non-widget inboxes. This PR fixes the issue by ensuring that CSAT-configured messages are passed along with CSAT responses, otherwise defaulting to the translation.
2025-05-20 15:39:18 -07:00
Sivin VargheseandGitHub 7f3db1fe29 Merge branch 'develop' into feat/email-forwarding 2025-05-20 23:45:15 +05:30
Sivin VargheseandGitHub ccb3672ff8 fix: Status not updating when creating a Linear issue (#11523) 2025-05-20 16:04:56 +05:30
PranavandGitHub 16371498ba feat: Add a tool to search Linear Issues in copilot (#11518)
This PR adds a tool to search Linear issues. If the integration is
enabled for the account, the tool will return results as expected. Also
introduces support for an `active?` method, which allows third-party
Copilot tools to be conditionally enabled based on the status of the
integration on the account.
2025-05-19 18:00:38 -07:00
PranavandGitHub d657f35a76 feat: Introduce the concept of tool registry within Captain (#11516)
This PR introduces the concept of a tool registry. The implementation is
straightforward: you can define a tool by creating a class with a
function name. The function name gets registered in the registry and can
be referenced during LLM calls. When the LLM invokes a tool using the
registered name, the registry locates and executes the appropriate tool.
If the LLM calls an unregistered tool, the registry returns an error
indicating that the tool is not defined.
2025-05-19 15:26:38 -07:00
Sivin VargheseandGitHub a4d749b9b9 Merge branch 'develop' into feat/email-forwarding 2025-05-18 18:57:32 +05:30
cbdac45824 feat: Improve Captain interactions, activity messages (#11493)
Show captain messages under the name of the assistant which generated
the message.

- Add support for `Captain::Assistant` sender type
- Add push_event_data for captain_assistants
- Add activity message handler for captain_assistants
- Update UI to show captain messages under the name of the assistant
- Fix the issue where openAI errors when image is sent
- Add support for custom name of the assistant

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-16 19:27:57 -07:00
eba24ce275 chore: Add activity message for conversation resolutions by Captain (#11492)
Currently, when Captain resolves a conversation, the same activity
message used for auto-resolution is shown. This has caused confusion for
users.
With this change, a distinct activity message will be displayed
specifically for resolutions performed by Captain, improving clarity.


Fixes
https://linear.app/chatwoot/issue/CW-4289/incorrect-activity-message-for-conversations-resolved-by-captain-auto#comment-d2991763

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-16 11:57:07 -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
Tanmay Deep SharmaandGitHub e9cda40b71 fix: Twilio multiple attachment fix (#11452) 2025-05-16 08:56:37 +05:30
PranavandGitHub bce1f58e86 chore: Update LLM formatter classes to include additional details (#11491)
This PR introduces support for optionally exposing more data during LLM
function calls. This will be useful as we expand Copilot’s capabilities.

Changes included:
- Add support for ArticleLlmFormatter
- Add missing specs for ContactLLMFormatter and ArticleLLMFormatter
- Add additional spec for ConversationLLMFormatter based on config
2025-05-15 17:47:37 -07:00
PranavandGitHub 4f4ef0389b feat: Add support for persistent copilot threads and messages (#11489)
The agents can see the previous conversations with the copilot if needed
with this change. We would have to cleanup the data after a while. For
now, that is not considered.

This PR adds:
- A new model for copilot_threads (intentionally named thread instead of
conversation to avoid confusion), copilot_messages
- Add the controller to fetch previous threads and messages.
2025-05-15 17:37:04 -07:00
Sivin VargheseandGitHub 1ce7f1bd64 Merge branch 'develop' into feat/email-forwarding 2025-05-15 15:20:13 +05:30
a4c7b73888 fix: Manage Twilio SMS channel via inbox API (#11457)
- Currently Chatwoot manages Twilio Inbox creation in a separate
controller , We want to move this to inboxes api so that we have a
unified API for inbox related changes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-15 12:28:54 +05:30
Sivin VargheseandGitHub 9c5af11b84 Merge branch 'develop' into feat/email-forwarding 2025-05-09 08:41:21 +05:30
PranavandGitHub 27430752b5 feat: Allow agent bots to update custom attributes in accessible conversations (#11447)
Previously, agent bots weren’t allowed to edit custom attributes in
conversations. But with AI, it’s now more feasible to return accurate
and useful attributes. Since there’s no strong reason to block this,
this PR enables bots to update custom attributes.

Fixes https://github.com/chatwoot/chatwoot/issues/11378
2025-05-08 20:11:02 -07:00
Vishnu NarayananandGitHub 588e8a4ee7 fix: throttle stalecontacts job (#11430)
- throttle stale contacts job
- process 20% accounts every day
- reduce batch size from 100 to 20
- add delay between jobs
2025-05-08 20:05:08 -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
Sivin VargheseandGitHub 6ca8b3abca Merge branch 'develop' into feat/email-forwarding 2025-05-08 16:52:59 +05:30
Shivam MishraandGitHub c87b2109a9 feat: allow auto resolve waiting option (#11436) 2025-05-08 12:52:17 +05:30
Sivin VargheseandGitHub 2856818931 Merge branch 'develop' into feat/email-forwarding 2025-05-08 12:21:12 +05:30
Vishnu NarayananandGitHub bfddc4da24 chore: use housekeeping queue for remove_stale_contacts job (#11435)
- Use the housekeeping queue for the `remove_stale_contacts` job
- fix specs
2025-05-08 09:39:49 +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
Sivin VargheseandGitHub cf09aaadfc Merge branch 'develop' into feat/email-forwarding 2025-05-06 08:33:13 +05:30
PranavandGitHub 7cf051aba0 fix: Show campaigns only if the feature is enabled (#11420)
If the feature is disabled (manually or due to plan changes), the
customer cannot disable the existing campaigns. This PR would fix that.

Fixes
https://linear.app/chatwoot/issue/CW-3691/fix-disable-campaigns-on-plan-downgrade
2025-05-05 19:41:28 -07:00
iamsivin c1c488eafa chore: Fix build 2025-05-02 20:13:10 +05:30
Sivin VargheseandGitHub b05312aab1 Merge branch 'develop' into feat/email-forwarding 2025-05-02 14:14:56 +05:30
iamsivin 99d7bd9e7c chore: Code clean up moves to service classes 2025-05-02 14:14:15 +05:30
Vishnu NarayananandGitHub f3a807c6f0 chore: enable stale contact removal job on chatwoot cloud (#11390)
- enable stale contact/contact inboxes removal job on chatwoot cloud
2025-05-02 13:36:30 +05:30
iamsivin f8d3a2a989 chore: Improve formatting with commonmarker and fix spec 2025-05-01 18:40:25 +05:30
iamsivin 8326eae4fe chore: Forward with attachments 2025-04-30 22:29:33 +05:30
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
Sojan JoseandGitHub 970e76ace8 feat: API Endpoints to update message status (#11387)
- Added an api endpoint for update message status ( available only for
api inboxes )
- Moved message status management to a service. 
- Handles case where read status arrive before delivered 

fixes: #10314 , #9962
2025-04-29 15:33:11 -07:00
iamsivin ab9d10488c chore: Fix spec 2025-04-29 22:03:27 +05:30
iamsivin f20ef2bfc7 chore: Adds spec 2025-04-29 15:41:42 +05:30
Shivam MishraandGitHub 1a2e6dc4ee feat: integrate LeadSquared CRM (#11284) 2025-04-29 09:14:00 +05:30
c63b583f90 chore: improve plan-based feature handling with plan hierarchy (#11335)
- Refactor HandleStripeEventService to better manage features by plan
- Add constants for features available in each plan tier (Startup,
Business, Enterprise)
- Add channel_instagram to Startup plan features
- Improve downgrade handling to properly disable higher-tier features
- Clean up and optimize tests for maintainability
- Add comprehensive test coverage for plan upgrades and downgrades

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-28 14:13:56 -07:00
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
3da26ee025 feat: Move email attachments from links to file attachments (#11304)
Add ability to send files as attachments instead of links
Fixes: https://github.com/chatwoot/chatwoot/issues/1074


## Changes 
- `emaily_reply` : We will attach the small attachments as attachments
and large ones as links
- `reply_with_summary`, `conversation_transcript`,
`reply_with_out_summary` : We will change the attachment format to the
following instead of the previous `View the attachment here`

```
Attachments:
file_name
file_name2
```


---------

ref: https://github.com/chatwoot/chatwoot/pull/10318/files -> for fixing
: https://github.com/chatwoot/chatwoot/pull/9655#issuecomment-2183962550

---------

Co-authored-by: Marco Marinho <marcomarinho12@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-04-15 23:43:12 -07:00
Sojan JoseandGitHub 78a40114ef feat: Use portal logo as favicon in helpcenter pages (#11289)
- Added favicon link to portal layout when logo is present
- Added tests to verify favicon behavior with and without logo
2025-04-14 19:59:56 -07:00
Vishnu NarayananandGitHub befdfb0ae6 fix: use stricter validation to restrict gmail signups (#11285)
- use stricter validation to restrict gmail signups
2025-04-12 10:52:49 +05:30
Muhsin KelothandGitHub e0097ab102 chore: Centralize outgoing message reply restrictions for all the channels (#11279) 2025-04-12 08:52:12 +05:30