fix: keep agent bot takeover guard human-only

## Summary
- track cloud plan activation conversions when an attributed account
moves from the configured default cloud plan to a paid plan
- use the Stripe webhook event time as the activation timestamp so the
30-day signup attribution window reflects the actual upgrade event
- send the Stripe subscription amount and currency for the conversion
value
- mark the account attribution after enqueueing so later plan updates do
not send duplicate activation conversions

## Notes
- Marketing tracker: https://linear.app/chatwoot/issue/MAR-113
- Cloud implementation: https://linear.app/chatwoot/issue/LEA-34
- Stripe billing stays responsible for subscription state and value
calculation.
- Cloud plan activation conversion tracking is handled by a small
dedicated service that owns the activation rule, duplicate marker, and
conversion enqueue.
- Website attribution cookie capture remains separate in the marketing
attribution service.
- There is no frontend change and no new user-facing configuration.
- Conversion upload still no-ops outside Chatwoot Cloud and when
attribution has no supported click identifier.

.circleci/config.yml

@@ -144,7 +144,7 @@ jobs:
   # Backend tests with parallelization
   backend-tests:
     <<: *defaults
-    parallelism: 20
+    parallelism: 18
     steps:
       - checkout
       - node/install:

AGENTS.md

@@ -43,13 +43,18 @@
 
 ## General Guidelines
 
-- MVP focus: Least code change, happy-path only
-- No unnecessary defensive programming
-- Ship the happy path first: limit guards/fallbacks to what production has proven necessary, then iterate
+- Prefer the smallest production-ready change that solves the current problem.
+- Build for the expected production path first. Do not add speculative guards, fallbacks, retries, or edge-case handling unless the caller can actually hit that case or production has proven it necessary.
+- When an impossible or misconfigured state would indicate a setup/deployment bug, let it fail loudly instead of silently skipping behavior.
+- For locked/internal configs that must exist in production, prefer direct reads (`find`, `find_by!`, required hash keys) over silent fallbacks.
+- Do not add validation or response checks unless the code uses the result or the check changes behavior meaningfully.
+- Prefer existing repo dependencies/client libraries over hand-rolled protocol code for auth, signing, parsing, or API plumbing.
+- Avoid one-use private helpers unless they hide real complexity or make the main flow meaningfully easier to read.
 - Prefer minimal, readable code over elaborate abstractions; clarity beats cleverness
 - Break down complex tasks into small, testable units
 - Iterate after confirmation
 - Avoid writing specs unless explicitly asked
+- In specs, avoid custom helper methods for setup/data. Prefer `let` values and direct per-example setup; only add a helper when it removes meaningful repeated complexity.
 - Remove dead/unreachable/unused code
 - Don’t write multiple versions or backups for the same logic — pick the best approach and implement it
 - Prefer `with_modified_env` (from spec helpers) over stubbing `ENV` directly in specs

app/builders/messages/facebook/message_builder.rb

@@ -91,15 +91,17 @@ class Messages::Facebook::MessageBuilder < Messages::Messenger::MessageBuilder
 
   def fallback_params(attachment)
     {
-      fallback_title: attachment['title'],
+      fallback_title: attachment['title'] || attachment.dig('payload', 'title'),
       external_url: attachment['url'] || attachment.dig('payload', 'url')
     }
   end
 
   # Facebook shared posts point to page URLs, not downloadable media URLs.
+  # Both `share` and `post` attachment types carry a page URL rather than a media file,
+  # so map them to `fallback` (which keeps the title/link without attempting a download).
   # Keep this Facebook-only so Messenger/Instagram share attachments still use the parent media handling.
   def normalize_file_type(type)
-    return :fallback if type.to_sym == :share
+    return :fallback if [:share, :post].include?(type.to_sym)
 
     super
   end

app/controllers/api/v1/accounts/assignment_policies_controller.rb

@@ -30,7 +30,8 @@ class Api::V1::Accounts::AssignmentPoliciesController < Api::V1::Accounts::BaseC
   def assignment_policy_params
     params.require(:assignment_policy).permit(
       :name, :description, :assignment_order, :conversation_priority,
-      :fair_distribution_limit, :fair_distribution_window, :enabled
+      :fair_distribution_limit, :fair_distribution_window, :enabled,
+      :exclude_older_than_hours
     )
   end
 end

app/controllers/api/v1/accounts/captain/preferences_controller.rb

@@ -8,8 +8,8 @@ class Api::V1::Accounts::Captain::PreferencesController < Api::V1::Accounts::Bas
 
   def update
     params_to_update = captain_params
-    @current_account.captain_models = params_to_update[:captain_models] if params_to_update[:captain_models]
-    @current_account.captain_features = params_to_update[:captain_features] if params_to_update[:captain_features]
+    @current_account.captain_models = params_to_update[:captain_models] if params_to_update.key?(:captain_models)
+    @current_account.captain_features = params_to_update[:captain_features] if params_to_update.key?(:captain_features)
     @current_account.save!
 
     render json: preferences_payload
@@ -38,7 +38,7 @@ class Api::V1::Accounts::Captain::PreferencesController < Api::V1::Accounts::Bas
 
   def merged_captain_models
     existing_models = @current_account.captain_models || {}
-    existing_models.merge(permitted_captain_models)
+    existing_models.merge(permitted_captain_models).compact_blank.presence
   end
 
   def merged_captain_features
@@ -47,29 +47,30 @@ class Api::V1::Accounts::Captain::PreferencesController < Api::V1::Accounts::Bas
   end
 
   def permitted_captain_models
-    params.require(:captain_models).permit(
-      :editor, :assistant, :copilot, :label_suggestion,
-      :audio_transcription, :help_center_search
-    ).to_h.stringify_keys
+    params.require(:captain_models).permit(*captain_feature_keys).to_h.stringify_keys
   end
 
   def permitted_captain_features
-    params.require(:captain_features).permit(
-      :editor, :assistant, :copilot, :label_suggestion,
-      :audio_transcription, :help_center_search
-    ).to_h.stringify_keys
+    params.require(:captain_features).permit(*captain_feature_keys).to_h.stringify_keys
+  end
+
+  def captain_feature_keys
+    Llm::Models.feature_keys.map(&:to_sym)
   end
 
   def features_with_account_preferences
     preferences = Current.account.captain_preferences
     account_features = preferences[:features] || {}
-    account_models = preferences[:models] || {}
 
     Llm::Models.feature_keys.index_with do |feature_key|
       config = Llm::Models.feature_config(feature_key)
+      route = Llm::FeatureRouter.resolve(feature: feature_key, account: Current.account)
       config.merge(
         enabled: account_features[feature_key] == true,
-        selected: account_models[feature_key] || config[:default]
+        model: route[:model],
+        selected: route[:model],
+        provider: route[:provider],
+        source: route[:source]
       )
     end
   end

app/controllers/api/v1/accounts/conversations/messages_controller.rb

@@ -1,5 +1,6 @@
 class Api::V1::Accounts::Conversations::MessagesController < Api::V1::Accounts::Conversations::BaseController
   before_action :ensure_api_inbox, only: :update
+  before_action :ensure_agent_bot_takeover, only: :create
 
   def index
     @messages = message_finder.perform
@@ -72,6 +73,21 @@ class Api::V1::Accounts::Conversations::MessagesController < Api::V1::Accounts::
     message.translations.present? && message.translations[permitted_params[:target_language]].present?
   end
 
+  def ensure_agent_bot_takeover
+    return unless Current.user.is_a?(User) && @conversation.assignee_agent_bot_id.present?
+    return if private_message? || incoming_message?
+
+    render json: { error: 'Conversation is assigned to an Agent Bot. Take over the conversation before replying.' }, status: :unprocessable_entity
+  end
+
+  def private_message?
+    ActiveModel::Type::Boolean.new.cast(params[:private])
+  end
+
+  def incoming_message?
+    params[:message_type] == 'incoming'
+  end
+
   # API inbox check
   def ensure_api_inbox
     # Only API inboxes can update messages

app/controllers/api/v1/accounts/integrations/dyte_controller.rb

@@ -15,7 +15,7 @@ class Api::V1::Accounts::Integrations::DyteController < Api::V1::Accounts::BaseC
     end
 
     render_response(
-      dyte_processor_service.add_participant_to_meeting(@message.content_attributes['data']['meeting_id'], Current.user)
+      dyte_processor_service.add_participant_to_meeting(@message.content_attributes['data']['meeting_id'], Current.user, @message)
     )
   end
 

app/controllers/api/v1/accounts/onboardings_controller.rb

@@ -1,17 +1,19 @@
 class Api::V1::Accounts::OnboardingsController < Api::V1::Accounts::BaseController
   before_action :check_admin_authorization?
 
+  ONBOARDING_STEP_KEY = 'onboarding_step'.freeze
+  STEP_ACCOUNT_DETAILS = 'account_details'.freeze
+  STEP_INBOX_SETUP = 'inbox_setup'.freeze
+  ONBOARDING_STEPS = [STEP_ACCOUNT_DETAILS, STEP_INBOX_SETUP].freeze
+
   def update
+    return render json: { error: 'Invalid onboarding step' }, status: :unprocessable_entity unless ONBOARDING_STEPS.include?(params[:onboarding_step])
+
     @account = Current.account
-    finalize = finalizing_account_details?
-
-    @account.assign_attributes(account_params)
-    @account.custom_attributes.merge!(custom_attributes_params)
-    @account.custom_attributes.delete('onboarding_step') if finalize
-    @account.save!
-
-    # TODO: re-enable when the help center generation UI is ready to surface progress
-    # Onboarding::HelpCenterCreationService.new(@account, Current.user).perform if finalize && website.present?
+    # The client declares the step it is completing; `account_details` runs
+    # `complete_account_details`, and so on. The known-step guard above keeps the
+    # client value from `send`-ing an arbitrary method.
+    send("complete_#{params[:onboarding_step]}")
 
     render 'api/v1/accounts/update', format: :json
   end
@@ -22,12 +24,48 @@ class Api::V1::Accounts::OnboardingsController < Api::V1::Accounts::BaseControll
 
   private
 
-  def finalizing_account_details?
-    @account.custom_attributes['onboarding_step'] == 'account_details'
+  def complete_account_details
+    # Only act while the cursor still points here, so a stale replay after
+    # onboarding finished can't re-enter it.
+    return unless current_step == STEP_ACCOUNT_DETAILS
+
+    @account.assign_attributes(account_params)
+    @account.custom_attributes.merge!(custom_attributes_params)
+
+    # inbox_setup is a cloud-only step (DEPLOYMENT_ENV config, not a hardcoded
+    # environment check); self-hosted finishes onboarding here.
+    if ChatwootApp.chatwoot_cloud?
+      move_to_step(STEP_INBOX_SETUP)
+      create_onboarding_inboxes
+    else
+      finish_onboarding
+    end
   end
 
-  def website
-    custom_attributes_params[:website]
+  def complete_inbox_setup
+    # Only finalize while the cursor still points here, so a stale or out-of-order
+    # request can't end onboarding early. Replays are no-ops.
+    return unless current_step == STEP_INBOX_SETUP
+
+    finish_onboarding
+  end
+
+  def current_step
+    @account.custom_attributes[ONBOARDING_STEP_KEY]
+  end
+
+  def move_to_step(step)
+    @account.custom_attributes[ONBOARDING_STEP_KEY] = step
+    @account.save!
+  end
+
+  def finish_onboarding
+    @account.custom_attributes.delete(ONBOARDING_STEP_KEY)
+    @account.save!
+  end
+
+  def create_onboarding_inboxes
+    Onboarding::WebWidgetCreationService.new(@account, Current.user).perform
   end
 
   def account_params

app/controllers/api/v1/accounts/teams_controller.rb

@@ -29,6 +29,6 @@ class Api::V1::Accounts::TeamsController < Api::V1::Accounts::BaseController
   end
 
   def team_params
-    params.require(:team).permit(:name, :description, :allow_auto_assign)
+    params.require(:team).permit(:name, :description, :allow_auto_assign, :icon, :icon_color)
   end
 end

app/controllers/api/v1/widget/integrations/dyte_controller.rb

@@ -10,7 +10,8 @@ class Api::V1::Widget::Integrations::DyteController < Api::V1::Widget::BaseContr
 
     response = dyte_processor_service.add_participant_to_meeting(
       @message.content_attributes['data']['meeting_id'],
-      @conversation.contact
+      @conversation.contact,
+      @message
     )
     render_response(response)
   end

app/controllers/concerns/portal_home_data.rb

@@ -0,0 +1,29 @@
+module PortalHomeData
+  extend ActiveSupport::Concern
+
+  private
+
+  def load_home_data
+    base_articles = @portal.articles.published.where(locale: @locale).includes(:author, :category)
+    @visible_categories = @portal.categories
+                                 .where(locale: @locale)
+                                 .joins(:articles).where(articles: { status: :published })
+                                 .order(position: :asc)
+                                 .group('categories.id')
+    @popular_topics = @visible_categories.first(3)
+    @featured = base_articles.order_by_views.limit(6)
+    @category_contributors = build_category_contributors(@visible_categories)
+  end
+
+  def build_category_contributors(categories)
+    category_ids = categories.map(&:id)
+    return {} if category_ids.empty?
+
+    @portal.articles
+           .published
+           .where(locale: @locale, category_id: category_ids)
+           .includes(:author)
+           .group_by(&:category_id)
+           .transform_values { |articles| articles.filter_map(&:author).uniq.first(3) }
+  end
+end

app/controllers/dashboard_controller.rb

@@ -1,5 +1,6 @@
 class DashboardController < ActionController::Base
   include SwitchLocale
+  include PortalHomeData
 
   GLOBAL_CONFIG_KEYS = %w[
     LOGO
@@ -63,6 +64,10 @@ class DashboardController < ActionController::Base
     return unless @portal
 
     @locale = @portal.default_locale
+    if @portal.layout == 'documentation'
+      request.variant = :documentation
+      load_home_data
+    end
     render 'public/api/v1/portals/show', layout: 'portal', portal: @portal and return
   end
 

app/controllers/public/api/v1/portals/base_controller.rb

@@ -39,9 +39,11 @@ class Public::Api::V1::Portals::BaseController < PublicController
   end
 
   def switch_locale_with_portal(&)
-    @locale = validate_and_get_locale(params[:locale])
+    # Keep @locale as the portal's own locale code (e.g. th_TH) for content queries,
+    # while UI translations fall back to an available I18n locale (e.g. th).
+    @locale = params[:locale]
 
-    I18n.with_locale(@locale, &)
+    I18n.with_locale(validate_and_get_locale(@locale), &)
   end
 
   def switch_locale_with_article(&)
@@ -49,13 +51,12 @@ class Public::Api::V1::Portals::BaseController < PublicController
     Rails.logger.info "Article: not found for slug: #{params[:article_slug]}"
     render_404 && return if article.blank?
 
-    article_locale = if article.category.present?
-                       article.category.locale
-                     else
-                       article.locale
-                     end
-    @locale = validate_and_get_locale(article_locale)
-    I18n.with_locale(@locale, &)
+    @locale = if article.category.present?
+                article.category.locale
+              else
+                article.locale
+              end
+    I18n.with_locale(validate_and_get_locale(@locale), &)
   end
 
   def allow_iframe_requests

app/controllers/public/api/v1/portals_controller.rb

@@ -1,4 +1,6 @@
 class Public::Api::V1::PortalsController < Public::Api::V1::Portals::BaseController
+  include PortalHomeData
+
   before_action :ensure_custom_domain_request, only: [:show]
   before_action :redirect_to_portal_with_locale, only: [:show]
   before_action :portal
@@ -31,28 +33,4 @@ class Public::Api::V1::PortalsController < Public::Api::V1::Portals::BaseControl
     portal
     redirect_to "/hc/#{@portal.slug}/#{@portal.default_locale}"
   end
-
-  def load_home_data
-    base_articles = @portal.articles.published.where(locale: @locale).includes(:author, :category)
-    @visible_categories = @portal.categories
-                                 .where(locale: @locale)
-                                 .joins(:articles).where(articles: { status: :published })
-                                 .order(position: :asc)
-                                 .group('categories.id')
-    @popular_topics = @visible_categories.first(3)
-    @featured = base_articles.order_by_views.limit(6)
-    @category_contributors = build_category_contributors(@visible_categories)
-  end
-
-  def build_category_contributors(categories)
-    category_ids = categories.map(&:id)
-    return {} if category_ids.empty?
-
-    @portal.articles
-           .published
-           .where(locale: @locale, category_id: category_ids)
-           .includes(:author)
-           .group_by(&:category_id)
-           .transform_values { |articles| articles.filter_map(&:author).uniq.first(3) }
-  end
 end

app/controllers/super_admin/accounts_controller.rb

@@ -35,7 +35,8 @@ class SuperAdmin::AccountsController < SuperAdmin::ApplicationController
   #
   def resource_params
     permitted_params = super
-    permitted_params[:limits] = permitted_params[:limits].to_h.compact
+    permitted_params[:limits] = permitted_params[:limits].to_h.compact if permitted_params.key?(:limits)
+    permitted_params[:captain_models] = permitted_params[:captain_models].to_h.compact_blank.presence if permitted_params.key?(:captain_models)
     permitted_params[:selected_feature_flags] = params[:enabled_features].keys.map(&:to_sym) if params[:enabled_features].present?
     permitted_params
   end

app/dashboards/account_dashboard.rb

@@ -18,6 +18,7 @@ class AccountDashboard < Administrate::BaseDashboard
 
                                  # Add all_features last so it appears after manually_managed_features
                                  attributes[:all_features] = AccountFeaturesField
+                                 attributes[:captain_models] = CaptainModelOverridesField
 
                                  attributes
                                else
@@ -57,6 +58,7 @@ class AccountDashboard < Administrate::BaseDashboard
                                       attrs = %i[custom_attributes limits]
                                       attrs << :manually_managed_features if ChatwootApp.chatwoot_cloud?
                                       attrs << :all_features
+                                      attrs << :captain_models
                                       attrs
                                     else
                                       []
@@ -79,6 +81,7 @@ class AccountDashboard < Administrate::BaseDashboard
                                  attrs = %i[limits]
                                  attrs << :manually_managed_features if ChatwootApp.chatwoot_cloud?
                                  attrs << :all_features
+                                 attrs << :captain_models
                                  attrs
                                else
                                  []
@@ -117,7 +120,7 @@ class AccountDashboard < Administrate::BaseDashboard
   # to prevent an error from being raised (wrong number of arguments)
   # Reference: https://github.com/thoughtbot/administrate/pull/2356/files#diff-4e220b661b88f9a19ac527c50d6f1577ef6ab7b0bed2bfdf048e22e6bfa74a05R204
   def permitted_attributes(action)
-    attrs = super + [limits: {}]
+    attrs = super + [limits: {}, captain_models: {}]
 
     # Add manually_managed_features to permitted attributes only for Chatwoot Cloud
     attrs << { manually_managed_features: [] } if ChatwootApp.chatwoot_cloud?

app/javascript/dashboard/components-next/Conversation/ConversationCard/VoiceCallStatus.vue

@@ -20,6 +20,7 @@ const ICON_MAP = {
   [VOICE_CALL_STATUS.IN_PROGRESS]: 'i-ph-phone-call',
   [VOICE_CALL_STATUS.NO_ANSWER]: 'i-ph-phone-x',
   [VOICE_CALL_STATUS.FAILED]: 'i-ph-phone-x',
+  [VOICE_CALL_STATUS.REJECTED]: 'i-ph-phone-x',
 };
 
 const COLOR_MAP = {
@@ -28,13 +29,18 @@ const COLOR_MAP = {
   [VOICE_CALL_STATUS.COMPLETED]: 'text-n-slate-11',
   [VOICE_CALL_STATUS.NO_ANSWER]: 'text-n-ruby-9',
   [VOICE_CALL_STATUS.FAILED]: 'text-n-ruby-9',
+  [VOICE_CALL_STATUS.REJECTED]: 'text-n-ruby-9',
 };
 
 const isOutbound = computed(
   () => props.direction === VOICE_CALL_DIRECTION.OUTBOUND
 );
 const isFailed = computed(() =>
-  [VOICE_CALL_STATUS.NO_ANSWER, VOICE_CALL_STATUS.FAILED].includes(props.status)
+  [
+    VOICE_CALL_STATUS.NO_ANSWER,
+    VOICE_CALL_STATUS.FAILED,
+    VOICE_CALL_STATUS.REJECTED,
+  ].includes(props.status)
 );
 
 const labelKey = computed(() => {

app/javascript/dashboard/components-next/emoji-icon-picker/EmojiIconPicker.vue

@@ -168,6 +168,7 @@ const selectEmoji = emoji => {
       <Button
         v-if="showRemoveButton && value"
         v-tooltip.top="t('EMOJI_ICON_PICKER.REMOVE')"
+        type="button"
         variant="ghost"
         color="slate"
         size="sm"

app/javascript/dashboard/components-next/message/bubbles/VoiceCall.vue

@@ -34,6 +34,7 @@ const ICON_MAP = {
   [VOICE_CALL_STATUS.COMPLETED]: 'i-ph-phone-bold',
   [VOICE_CALL_STATUS.NO_ANSWER]: 'i-ph-phone-x-bold',
   [VOICE_CALL_STATUS.FAILED]: 'i-ph-phone-x-bold',
+  [VOICE_CALL_STATUS.REJECTED]: 'i-ph-phone-x-bold',
 };
 
 const { t } = useI18n();
@@ -81,7 +82,11 @@ const isWhatsapp = computed(
   () => call.value?.provider === VOICE_CALL_PROVIDERS.WHATSAPP
 );
 const isFailed = computed(() =>
-  [VOICE_CALL_STATUS.NO_ANSWER, VOICE_CALL_STATUS.FAILED].includes(status.value)
+  [
+    VOICE_CALL_STATUS.NO_ANSWER,
+    VOICE_CALL_STATUS.FAILED,
+    VOICE_CALL_STATUS.REJECTED,
+  ].includes(status.value)
 );
 const isMissedInbound = computed(() => isFailed.value && !isOutbound.value);
 const endReason = computed(() => call.value?.endReason);

app/javascript/dashboard/components-next/message/constants.js

@@ -90,6 +90,7 @@ export const VOICE_CALL_STATUS = {
   COMPLETED: 'completed',
   NO_ANSWER: 'no-answer',
   FAILED: 'failed',
+  REJECTED: 'rejected',
 };
 
 export const VOICE_CALL_DIRECTION = {

app/javascript/dashboard/components/widgets/VideoCallButton.vue

@@ -31,12 +31,22 @@ export default {
     }
   },
   methods: {
+    createErrorMessage(error) {
+      const responseError = error?.response?.data?.error;
+      if (typeof responseError === 'string') return responseError;
+
+      return (
+        responseError?.error?.message ||
+        responseError?.message ||
+        this.$t('INTEGRATION_SETTINGS.DYTE.CREATE_ERROR')
+      );
+    },
     async onClick() {
       this.isLoading = true;
       try {
         await DyteAPI.createAMeeting(this.conversationId);
       } catch (error) {
-        useAlert(this.$t('INTEGRATION_SETTINGS.DYTE.CREATE_ERROR'));
+        useAlert(this.createErrorMessage(error));
       } finally {
         this.isLoading = false;
       }

app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue

@@ -171,6 +171,9 @@ export default {
       return this.isATwilioWhatsAppChannel && !this.isPrivate;
     },
     isPrivate() {
+      if (this.isAgentBotOwned) {
+        return true;
+      }
       if (
         this.currentChat.can_reply ||
         this.isAWhatsAppChannel ||
@@ -197,10 +200,14 @@ export default {
     },
     isReplyRestricted() {
       return (
-        !this.currentChat?.can_reply &&
-        !(this.isAWhatsAppChannel || this.isAPIInbox)
+        this.isAgentBotOwned ||
+        (!this.currentChat?.can_reply &&
+          !(this.isAWhatsAppChannel || this.isAPIInbox))
       );
     },
+    isAgentBotOwned() {
+      return this.currentChat?.meta?.assignee_type === 'AgentBot';
+    },
     inboxId() {
       return this.currentChat.inbox_id;
     },
@@ -462,6 +469,11 @@ export default {
         return;
       }
 
+      if (this.isAgentBotOwned) {
+        this.replyType = REPLY_EDITOR_MODES.NOTE;
+        return;
+      }
+
       if (canReply || this.isAWhatsAppChannel || this.isAPIInbox) {
         this.replyType = REPLY_EDITOR_MODES.REPLY;
       } else {
@@ -501,6 +513,9 @@ export default {
 
   mounted() {
     this.getFromDraft();
+    if (this.isAgentBotOwned) {
+      this.replyType = REPLY_EDITOR_MODES.NOTE;
+    }
     // Don't use the keyboard listener mixin here as the events here are supposed to be
     // working even if the editor is focussed.
     document.addEventListener('paste', this.onPaste);
@@ -921,6 +936,9 @@ export default {
       this.hideContentTemplatesModal();
     },
     setReplyMode(mode = REPLY_EDITOR_MODES.REPLY) {
+      if (this.isAgentBotOwned && mode === REPLY_EDITOR_MODES.REPLY) {
+        return;
+      }
       // Clear attachments when switching between private note and reply modes
       // This is to prevent from breaking the upload rules
       if (this.attachedFiles.length > 0) this.attachedFiles = [];

app/javascript/dashboard/components/widgets/conversation/ReplyBoxBanner.vue

@@ -4,7 +4,6 @@ import { useStore } from 'vuex';
 import { useMapGetter } from 'dashboard/composables/store';
 import { useAlert } from 'dashboard/composables';
 import { useI18n } from 'vue-i18n';
-import wootConstants from 'dashboard/constants/globals';
 
 import Banner from 'dashboard/components/ui/Banner.vue';
 
@@ -34,6 +33,7 @@ const assignedAgent = computed({
     store.dispatch('setCurrentChatAssignee', {
       conversationId: currentChat.value?.id,
       assignee: agent,
+      assigneeType: agent ? 'User' : null,
     });
     store.dispatch('assignAgent', {
       conversationId: currentChat.value?.id,
@@ -42,9 +42,8 @@ const assignedAgent = computed({
   },
 });
 
-const isUserTyping = computed(
-  () => props.message !== '' && !props.isOnPrivateNote
-);
+const hasMessage = computed(() => props.message !== '');
+const isUserTyping = computed(() => hasMessage.value && !props.isOnPrivateNote);
 const isUnassigned = computed(() => !assignedAgent.value);
 const isAssignedToOtherAgent = computed(
   () => assignedAgent.value?.id !== currentUser.value?.id
@@ -56,11 +55,11 @@ const showSelfAssignBanner = computed(() => {
   );
 });
 
-const showBotHandoffBanner = computed(
-  () =>
-    isUserTyping.value &&
-    currentChat.value?.status === wootConstants.STATUS_TYPE.PENDING
-);
+const showBotHandoffBanner = computed(() => {
+  return (
+    hasMessage.value && currentChat.value?.meta?.assignee_type === 'AgentBot'
+  );
+});
 
 const botHandoffActionLabel = computed(() => {
   return assignedAgent.value?.id === currentUser.value?.id
@@ -89,7 +88,7 @@ const onClickSelfAssign = async () => {
 const reopenConversation = async () => {
   await store.dispatch('toggleStatus', {
     conversationId: currentChat.value?.id,
-    status: wootConstants.STATUS_TYPE.OPEN,
+    status: 'open',
   });
 };
 

app/javascript/dashboard/components/widgets/conversation/VoiceCallStatus.vue

@@ -21,6 +21,7 @@ const ICON_MAP = {
   [VOICE_CALL_STATUS.IN_PROGRESS]: 'i-ph-phone-call',
   [VOICE_CALL_STATUS.NO_ANSWER]: 'i-ph-phone-x',
   [VOICE_CALL_STATUS.FAILED]: 'i-ph-phone-x',
+  [VOICE_CALL_STATUS.REJECTED]: 'i-ph-phone-x',
 };
 
 const COLOR_MAP = {
@@ -29,13 +30,18 @@ const COLOR_MAP = {
   [VOICE_CALL_STATUS.COMPLETED]: 'text-n-slate-11',
   [VOICE_CALL_STATUS.NO_ANSWER]: 'text-n-ruby-9',
   [VOICE_CALL_STATUS.FAILED]: 'text-n-ruby-9',
+  [VOICE_CALL_STATUS.REJECTED]: 'text-n-ruby-9',
 };
 
 const isOutbound = computed(
   () => props.direction === VOICE_CALL_DIRECTION.OUTBOUND
 );
 const isFailed = computed(() =>
-  [VOICE_CALL_STATUS.NO_ANSWER, VOICE_CALL_STATUS.FAILED].includes(props.status)
+  [
+    VOICE_CALL_STATUS.NO_ANSWER,
+    VOICE_CALL_STATUS.FAILED,
+    VOICE_CALL_STATUS.REJECTED,
+  ].includes(props.status)
 );
 
 const labelKey = computed(() => {

app/javascript/dashboard/constants/editor.js

@@ -163,6 +163,11 @@ export const FORMATTING = {
     nodes: [],
     menu: [],
   },
+  'Context::NoToolbar': {
+    marks: ['strong', 'em', 'link'],
+    nodes: ['bulletList', 'orderedList'],
+    menu: [],
+  },
 };
 
 // Editor menu options for Full Editor

app/javascript/dashboard/helper/AnalyticsHelper/events.js

@@ -162,4 +162,7 @@ export const SESSION_EVENTS = Object.freeze({
 export const ONBOARDING_EVENTS = Object.freeze({
   ACCOUNT_DETAILS_VISITED: 'Onboarding: Account details visited',
   ACCOUNT_DETAILS_COMPLETED: 'Onboarding: Account details completed',
+  INBOX_SETUP_VISITED: 'Onboarding: Inbox setup visited',
+  INBOX_SETUP_COMPLETED: 'Onboarding: Inbox setup completed',
+  INBOX_SETUP_SKIPPED: 'Onboarding: Inbox setup skipped',
 });

app/javascript/dashboard/helper/inbox.js

@@ -13,6 +13,24 @@ export const INBOX_TYPES = {
   TIKTOK: 'Channel::Tiktok',
 };
 
+// Short channel-type slugs used to identify a channel without leaning on its
+// Channel:: class name — e.g. onboarding channel cards and OAuth provider maps.
+export const CHANNEL_TYPES = {
+  WEBSITE: 'website',
+  WHATSAPP: 'whatsapp',
+  FACEBOOK: 'facebook',
+  INSTAGRAM: 'instagram',
+  TIKTOK: 'tiktok',
+  TELEGRAM: 'telegram',
+  LINE: 'line',
+  GMAIL: 'gmail',
+  OUTLOOK: 'outlook',
+  SMS: 'sms',
+  API: 'api',
+  VOICE: 'voice',
+  EMAIL: 'email',
+};
+
 // Add providers here as they gain voice capability (e.g., WhatsApp Cloud, Twilio WhatsApp)
 export const VOICE_CALL_PROVIDERS = {
   TWILIO: 'twilio',

app/javascript/dashboard/helper/voice.js

@@ -7,6 +7,7 @@ export const TERMINAL_STATUSES = [
   'completed',
   'busy',
   'failed',
+  'rejected',
   'no-answer',
   'canceled',
   'missed',

app/javascript/dashboard/i18n/locale/en/onboarding.json

@@ -30,5 +30,59 @@
     "VALIDATION_ERROR": "Please fill in all required fields",
     "SUCCESS": "Details saved successfully",
     "ERROR": "Could not save details. Please try again."
+  },
+  "ONBOARDING_INBOX_SETUP": {
+    "GREETING": "Let's set up a few things",
+    "SUBTITLE": "This will give you head-start in your workspace",
+    "CONTINUE": "Continue",
+    "SKIP": "Skip",
+    "ERROR": "Something went wrong. Please try again.",
+    "WHATSAPP_CONNECTED": "WhatsApp connected successfully",
+    "FACEBOOK_CONNECTED": "Facebook connected successfully",
+    "CREATED_FOR_YOU": {
+      "TITLE": "We've created the following for you",
+      "LIVE_CHAT": "Live Chat widget",
+      "LIVE_CHAT_DESCRIPTION": "Instant messenger for your website",
+      "LIVE_CHAT_STATUS": "Almost done…",
+      "LIVE_CHAT_READY": "Ready",
+      "HELP_CENTER": "Help Center",
+      "HELP_CENTER_DESCRIPTION": "Your digital encyclopedia",
+      "HELP_CENTER_GENERATING": "Creating your help center…",
+      "HELP_CENTER_ANALYZING_WEBSITE": "Analyzing your website…",
+      "HELP_CENTER_SETTING_UP_CATEGORIES": "Setting up categories…",
+      "HELP_CENTER_CURATING_ARTICLES": "Curating articles…",
+      "HELP_CENTER_ARTICLES": "Created {count} article | Created {count} articles",
+      "HELP_CENTER_CATEGORIES": "{count} category | {count} categories",
+      "HELP_CENTER_SUMMARY": "Created {count} article across {categories} | Created {count} articles across {categories}"
+    },
+    "CHANNELS": {
+      "TITLE": "Connect all your conversation channels",
+      "HEADER": "We found a few channels you can connect",
+      "CONNECT": "Connect",
+      "CONNECTED": "Connected",
+      "MORE_CHANNELS_NOTE": "Set up {email} and {voice} channels later inside the app",
+      "MORE_CHANNELS_EMAIL": "Email",
+      "MORE_CHANNELS_VOICE": "Voice",
+      "VIEW_ALL": "View all",
+      "GMAIL": "Gmail",
+      "OUTLOOK": "Outlook",
+      "OTHER_EMAIL": "Other Email Providers"
+    },
+    "CHANNELS_DIALOG": {
+      "TITLE": "Connect all your channels instantly",
+      "SUBTITLE": "Manage all of them from one dashboard. You can also set up and edit inboxes later inside the app.",
+      "NOTE": "SMS, API, Voice, and other email providers can be set up later from your dashboard.",
+      "CONNECT_TITLE": "Connect your {name} account",
+      "CONNECT_SUBTITLE": "Fill out these quick details",
+      "CONNECT": "Connect",
+      "BACK": "Back",
+      "SETUP_LATER": "Setup later in app",
+      "FACEBOOK_SUBTITLE": "Authorize access and choose a Page to connect.",
+      "FACEBOOK_LAUNCH": "Continue with Facebook",
+      "FACEBOOK_SELECT_PAGE": "Select a Page to connect",
+      "FACEBOOK_LOADING": "Loading your Facebook Pages…",
+      "FACEBOOK_NO_PAGES": "No connectable Pages found. All your Pages are already connected.",
+      "FACEBOOK_ERROR": "Couldn't connect to Facebook. Please try again."
+    }
   }
 }

app/javascript/dashboard/i18n/locale/en/settings.json

@@ -440,7 +440,9 @@
       "DESCRIPTION": "Enable or disable AI-powered features.",
       "AUDIO_TRANSCRIPTION": {
         "TITLE": "Audio Transcription",
-        "DESCRIPTION": "Automatically convert voice messages and call recordings into searchable text transcripts."
+        "DESCRIPTION": "Automatically convert voice messages and call recordings into searchable text transcripts.",
+        "MODEL_TITLE": "Audio Transcription Model",
+        "MODEL_DESCRIPTION": "Select the AI model to use for converting audio messages into text transcripts"
       },
       "HELP_CENTER_SEARCH": {
         "TITLE": "Help Center Search Indexing",
@@ -798,10 +800,14 @@
         },
         "FAIR_DISTRIBUTION": {
           "LABEL": "Fair distribution policy",
-          "DESCRIPTION": "Set the maximum number of conversations that can be assigned per agent within a time window to avoid overloading any one agent. This required field defaults to 100 conversations per hour.",
+          "DESCRIPTION": "Cap conversations per agent within a time window to avoid overload. Defaults to 100 per hour.",
           "INPUT_MAX": "Assign max",
           "DURATION": "Conversations per agent in every"
         },
+        "EXCLUDE_OLDER_THAN": {
+          "LABEL": "Skip stale conversations",
+          "DESCRIPTION": "Skip unassigned conversations older than this. Defaults to 7 days; clear to disable."
+        },
         "INBOXES": {
           "LABEL": "Added inboxes",
           "DESCRIPTION": "Add inboxes for which this policy will be applicable.",

app/javascript/dashboard/routes/dashboard/conversation/ConversationAction.vue

@@ -252,6 +252,7 @@ export default {
       <MultiselectDropdown
         :options="teamsList"
         :selected-item="assignedTeam"
+        show-emoji-icon
         :multiselector-title="$t('AGENT_MGMT.MULTI_SELECTOR.TITLE.TEAM')"
         :multiselector-placeholder="$t('AGENT_MGMT.MULTI_SELECTOR.PLACEHOLDER')"
         :no-search-result="

app/javascript/dashboard/routes/dashboard/dashboard.routes.js

@@ -13,6 +13,7 @@ import AppContainer from './Dashboard.vue';
 import Suspended from './suspended/Index.vue';
 import NoAccounts from './noAccounts/Index.vue';
 import OnboardingAccountDetails from './onboarding/Index.vue';
+import OnboardingInboxSetup from './onboarding/InboxSetup.vue';
 
 export default {
   routes: [
@@ -40,6 +41,14 @@ export default {
       },
       component: OnboardingAccountDetails,
     },
+    {
+      path: frontendURL('accounts/:accountId/onboarding/inbox-setup'),
+      name: 'onboarding_inbox_setup',
+      meta: {
+        permissions: ['administrator', 'agent', 'custom_role'],
+      },
+      component: OnboardingInboxSetup,
+    },
     {
       path: frontendURL('accounts/:accountId/suspended'),
       name: 'account_suspended',

app/javascript/dashboard/routes/dashboard/onboarding/InboxSetup.vue

@@ -0,0 +1,158 @@
+<script setup>
+import { computed, onMounted, ref } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useRouter } from 'vue-router';
+import { useStore, useMapGetter } from 'dashboard/composables/store';
+import { useAlert, useTrack } from 'dashboard/composables';
+import { useAccount } from 'dashboard/composables/useAccount';
+import { useConfig } from 'dashboard/composables/useConfig';
+import { ONBOARDING_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
+import OnboardingLayout from './shared/OnboardingLayout.vue';
+import OnboardingSection from './shared/OnboardingSection.vue';
+import InboxChannelsDialog from './inbox-setup/InboxChannelsDialog.vue';
+import InboxChannelsFooter from './inbox-setup/InboxChannelsFooter.vue';
+import ChannelRow from './inbox-setup/ChannelRow.vue';
+import WebWidgetCreationStatus from './inbox-setup/WebWidgetCreationStatus.vue';
+import HelpCenterCreationStatus from './inbox-setup/HelpCenterCreationStatus.vue';
+import { CHANNEL_TYPES } from 'dashboard/helper/inbox';
+import { useChannelConnect } from './inbox-setup/useChannelConnect';
+import { useDetectedChannels } from './inbox-setup/useDetectedChannels';
+import { DIALOG_CHANNELS } from './inbox-setup/constants';
+
+const { t } = useI18n();
+const store = useStore();
+const router = useRouter();
+const { accountId, currentAccount, finishOnboarding } = useAccount();
+const { isEnterprise } = useConfig();
+const { connectViaOAuth, connectWhatsapp } = useChannelConnect();
+
+const helpCenterGenerationId = computed(
+  () => currentAccount.value?.custom_attributes?.help_center_generation_id
+);
+
+const isSubmitting = ref(false);
+
+const inboxes = useMapGetter('inboxes/getInboxes');
+
+const {
+  displayedChannels,
+  remainingChannels,
+  connectedInbox,
+  hasDetectedChannels,
+} = useDetectedChannels();
+
+const channelsDialogRef = ref(null);
+
+// The initial inboxes fetch happens in WebWidgetCreationStatus, which polls
+// `inboxes/get` from its own mount — no need to dispatch it here too.
+onMounted(() => {
+  useTrack(ONBOARDING_EVENTS.INBOX_SETUP_VISITED);
+});
+
+const completeOnboarding = async event => {
+  if (isSubmitting.value) return;
+
+  isSubmitting.value = true;
+  try {
+    // Declare the step we're completing so the controller only clears it when
+    // the stored step still matches (idempotent). setUser then refreshes the
+    // auth store so the router guard sees the cleared step and lets us in.
+    await finishOnboarding({ onboarding_step: 'inbox_setup' });
+    useTrack(event);
+    await store.dispatch('setUser');
+    router.push({ name: 'home', params: { accountId: accountId.value } });
+  } catch {
+    useAlert(t('ONBOARDING_INBOX_SETUP.ERROR'));
+  } finally {
+    isSubmitting.value = false;
+  }
+};
+
+const handleContinue = () =>
+  completeOnboarding(ONBOARDING_EVENTS.INBOX_SETUP_COMPLETED);
+const handleSkip = () =>
+  completeOnboarding(ONBOARDING_EVENTS.INBOX_SETUP_SKIPPED);
+const openChannelsDialog = () => channelsDialogRef.value?.open();
+const refetchInboxes = () => store.dispatch('inboxes/get');
+
+// WhatsApp connects via Meta's embedded-signup popup; the DIALOG_CHANNELS open
+// the channels dialog preselected to their in-dialog step; the rest go through
+// the redirect OAuth flow (Gmail/Outlook keyed by email provider, Instagram by
+// channel type).
+const connectChannel = channel => {
+  if (channel.type === CHANNEL_TYPES.WHATSAPP) {
+    connectWhatsapp();
+    return;
+  }
+  if (DIALOG_CHANNELS.includes(channel.type)) {
+    channelsDialogRef.value?.open(channel.type);
+    return;
+  }
+  connectViaOAuth(channel.inbox?.provider || channel.type);
+};
+</script>
+
+<template>
+  <div>
+    <OnboardingLayout
+      :greeting="t('ONBOARDING_INBOX_SETUP.GREETING')"
+      :subtitle="t('ONBOARDING_INBOX_SETUP.SUBTITLE')"
+      :continue-label="t('ONBOARDING_INBOX_SETUP.CONTINUE')"
+      :skip-label="t('ONBOARDING_INBOX_SETUP.SKIP')"
+      :is-loading="isSubmitting"
+      @continue="handleContinue"
+      @skip="handleSkip"
+    >
+      <template #greeting-icon>
+        <Icon icon="i-lucide-wrench" class="size-4 text-n-slate-7" />
+      </template>
+
+      <OnboardingSection
+        :title="t('ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.TITLE')"
+        icon="i-lucide-sparkles"
+      >
+        <div class="divide-y divide-n-weak">
+          <WebWidgetCreationStatus />
+          <HelpCenterCreationStatus
+            v-if="isEnterprise && helpCenterGenerationId"
+          />
+        </div>
+      </OnboardingSection>
+
+      <OnboardingSection
+        :title="t('ONBOARDING_INBOX_SETUP.CHANNELS.TITLE')"
+        icon="i-lucide-inbox"
+      >
+        <div
+          v-if="hasDetectedChannels"
+          class="flex items-center gap-2 p-3 border-b border-dashed border-n-strong"
+        >
+          <Icon
+            icon="i-lucide-lightbulb"
+            class="size-4 text-n-slate-11 flex-shrink-0"
+          />
+          <span class="flex-1 min-w-0 text-body-main text-n-slate-11">
+            {{ t('ONBOARDING_INBOX_SETUP.CHANNELS.HEADER') }}
+          </span>
+        </div>
+        <ChannelRow
+          v-for="channel in displayedChannels"
+          :key="channel.type"
+          :channel="channel"
+          :connected-inbox="connectedInbox(channel)"
+          @connect="connectChannel"
+        />
+        <InboxChannelsFooter
+          :remaining-channels="remainingChannels"
+          @view-all="openChannelsDialog"
+        />
+      </OnboardingSection>
+    </OnboardingLayout>
+    <InboxChannelsDialog
+      ref="channelsDialogRef"
+      :inboxes="inboxes"
+      @connected="refetchInboxes"
+    />
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/onboarding/Index.vue

@@ -1,21 +1,22 @@
 <script setup>
-import { ref, computed, nextTick, onMounted, onUnmounted, watch } from 'vue';
+import { ref, computed, nextTick, onMounted } from 'vue';
 import { useVuelidate } from '@vuelidate/core';
+import { required } from '@vuelidate/validators';
 import { useI18n } from 'vue-i18n';
 import { useRouter } from 'vue-router';
 import { useAlert, useTrack } from 'dashboard/composables';
 import { ONBOARDING_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
 import { useAccount } from 'dashboard/composables/useAccount';
 import { useConfig } from 'dashboard/composables/useConfig';
-import { useMapGetter, useStore } from 'dashboard/composables/store';
-import { frontendURL } from 'dashboard/helper/URLHelper';
+import { useStore, useMapGetter } from 'dashboard/composables/store';
 import Avatar from 'dashboard/components-next/avatar/Avatar.vue';
 import Icon from 'dashboard/components-next/icon/Icon.vue';
 import NextButton from 'dashboard/components-next/button/Button.vue';
-import OnboardingLayout from './OnboardingLayout.vue';
-import OnboardingSection from './OnboardingSection.vue';
-import OnboardingFormRow from './OnboardingFormRow.vue';
-import OnboardingFormSelect from './OnboardingFormSelect.vue';
+import OnboardingLayout from './shared/OnboardingLayout.vue';
+import OnboardingSection from './shared/OnboardingSection.vue';
+import OnboardingFormRow from './account-details/OnboardingFormRow.vue';
+import OnboardingFormSelect from './account-details/OnboardingFormSelect.vue';
+import { useAccountEnrichment } from './account-details/useAccountEnrichment';
 import InlineInput from 'dashboard/components-next/inline-input/InlineInput.vue';
 import Spinner from 'dashboard/components-next/spinner/Spinner.vue';
 import {
@@ -23,12 +24,16 @@ import {
   INDUSTRY_OPTIONS,
   REFERRAL_SOURCE_OPTIONS,
   USER_ROLE_OPTIONS,
-} from './constants';
+} from './shared/constants';
 
 const { t } = useI18n();
 const router = useRouter();
 const store = useStore();
 const { accountId, currentAccount, finishOnboarding } = useAccount();
+
+// Where each onboarding cursor routes. The backend owns which steps run where;
+// the frontend just follows the cursor it advanced us to (no deployment checks).
+const STEP_ROUTES = { inbox_setup: 'onboarding_inbox_setup' };
 const { enabledLanguages } = useConfig();
 const currentUser = useMapGetter('getCurrentUser');
 
@@ -46,7 +51,10 @@ const showErrorOnFields = ref(false);
 
 const validationRules = {
   userRole: {},
-  website: {},
+  // Website is required: the onboarding web-widget inbox can't be created
+  // without a URL (Channel::WebWidget validates presence), so a blank value
+  // would leave the "Live Chat widget" status polling forever.
+  website: { required },
   locale: {},
   timezone: {},
   companySize: {},
@@ -67,12 +75,15 @@ const v$ = useVuelidate(validationRules, {
 const userName = computed(() => currentUser.value?.name || '');
 const userEmail = computed(() => currentUser.value?.email || '');
 const accountName = computed(() => currentAccount.value?.name || '');
-const enrichmentTimedOut = ref(false);
-const isEnriching = computed(
-  () =>
-    !enrichmentTimedOut.value &&
-    currentAccount.value?.custom_attributes?.onboarding_step === 'enrichment'
-);
+const { isEnriching, getChangedFields } = useAccountEnrichment({
+  locale,
+  website,
+  timezone,
+  companySize,
+  industry,
+  referralSource,
+});
+
 const companyLogo = computed(() => {
   const logos = currentAccount.value?.custom_attributes?.brand_info?.logos;
   if (!logos?.length) return '';
@@ -98,94 +109,10 @@ const timezoneOptions = computed(() => {
   }
 });
 
-// Best-effort match browser language to enabled Chatwoot locales.
-// Tries exact match first (e.g. 'pt_BR'), then base language (e.g. 'pt'),
-// falls back to account locale or 'en'.
-const detectBestLocale = () => {
-  const codes = (enabledLanguages || []).map(l => l.iso_639_1_code);
-  const browserLang = navigator.language?.replace('-', '_');
-  const accountLocale = currentAccount.value?.locale || 'en';
-  if (!browserLang) return accountLocale;
-
-  if (codes.includes(browserLang)) return browserLang;
-  const base = browserLang.split('_')[0];
-  if (codes.includes(base)) return base;
-
-  return accountLocale;
-};
-
-// Snapshot of auto-populated values to detect user edits at submit time
-const initialValues = ref({});
-
-const snapshotInitialValues = () => {
-  initialValues.value = {
-    website: website.value,
-    company_size: companySize.value,
-    industry: industry.value,
-  };
-};
-
-// Idempotent: only fills empty fields, so late-arriving enrichment data
-// populates untouched fields without clobbering user edits.
-const populateFormFields = () => {
-  const account = currentAccount.value;
-  const attrs = account?.custom_attributes || {};
-  const brandInfo = attrs.brand_info;
-
-  if (!locale.value) locale.value = detectBestLocale();
-  if (!website.value) {
-    website.value = attrs.website || brandInfo?.domain || '';
-  }
-  if (!timezone.value) {
-    timezone.value =
-      attrs.timezone || Intl.DateTimeFormat().resolvedOptions().timeZone || '';
-  }
-  if (!companySize.value) companySize.value = attrs.company_size || '';
-  if (!industry.value) {
-    industry.value =
-      attrs.industry || brandInfo?.industries?.[0]?.industry || '';
-  }
-  if (!referralSource.value) referralSource.value = attrs.referral_source || '';
-
-  snapshotInitialValues();
-};
-
-let enrichmentTimer = null;
-
-const startEnrichmentTimer = () => {
-  if (enrichmentTimer) clearTimeout(enrichmentTimer);
-  enrichmentTimer = setTimeout(() => {
-    enrichmentTimedOut.value = true;
-    populateFormFields();
-  }, 30000);
-};
-
 onMounted(() => {
-  populateFormFields();
   useTrack(ONBOARDING_EVENTS.ACCOUNT_DETAILS_VISITED);
-  if (isEnriching.value) startEnrichmentTimer();
 });
 
-onUnmounted(() => {
-  if (enrichmentTimer) clearTimeout(enrichmentTimer);
-});
-
-watch(isEnriching, newVal => {
-  if (newVal) {
-    startEnrichmentTimer();
-  } else {
-    if (enrichmentTimer) clearTimeout(enrichmentTimer);
-    populateFormFields();
-  }
-});
-
-// Re-populate when account data arrives after mount, or when brand_info
-// appears after enrichment. populateFormFields is idempotent so this is safe.
-watch(
-  () => currentAccount.value?.custom_attributes,
-  () => populateFormFields()
-);
-
 const enableWebsiteEditing = () => {
   isEditingWebsite.value = true;
   nextTick(() => websiteInput.value?.focus());
@@ -204,8 +131,10 @@ const normalizeWebsiteUrl = raw => {
 const handleSubmit = async () => {
   // Block submit while enrichment is still running so users can't bypass
   // the form with empty values — the controller would otherwise clear
-  // onboarding_step and persist incomplete data.
-  if (isEnriching.value) return;
+  // onboarding_step and persist incomplete data. Also guard against
+  // re-entry while a submit is in flight (double-click/Enter), which would
+  // fire parallel requests that can duplicate the auto-created inbox/portal.
+  if (isEnriching.value || isSubmitting.value) return;
 
   v$.value.$touch();
   if (v$.value.$invalid) {
@@ -214,22 +143,15 @@ const handleSubmit = async () => {
     setTimeout(() => {
       showErrorOnFields.value = false;
     }, 600);
+    // The website field is read-only until edited; open it so a required-but-
+    // empty value is immediately fixable rather than just shaking a locked field.
+    if (v$.value.website.$error) enableWebsiteEditing();
     return;
   }
 
-  // Detect which enrichable fields the user actually edited *before*
-  // normalizing — otherwise an untouched auto-filled domain
-  // (acme.com -> https://acme.com) compares unequal against the raw snapshot
-  // and gets falsely reported as changed, skewing onboarding telemetry.
-  const init = initialValues.value;
-  const enrichableFields = {
-    website: website.value,
-    company_size: companySize.value,
-    industry: industry.value,
-  };
-  const fieldsChanged = Object.entries(enrichableFields)
-    .filter(([key, val]) => val !== init[key])
-    .map(([key]) => key);
+  // Capture which enrichable fields the user edited *before* normalizing the
+  // website, so an untouched auto-filled domain isn't falsely flagged.
+  const fieldsChanged = getChangedFields();
 
   // Persist with a scheme so downstream consumers (Firecrawl, portal
   // homepage_link) get a fully-qualified URL regardless of what the user typed.
@@ -246,6 +168,7 @@ const handleSubmit = async () => {
       timezone: timezone.value,
       referral_source: referralSource.value,
       user_role: userRole.value,
+      onboarding_step: 'account_details',
     });
 
     useTrack(ONBOARDING_EVENTS.ACCOUNT_DETAILS_COMPLETED, {
@@ -260,8 +183,19 @@ const handleSubmit = async () => {
     });
 
     useAlert(t('ONBOARDING_NEXT.SUCCESS'));
-    store.commit('RESET_ONBOARDING', accountId.value);
-    router.push(frontendURL(`accounts/${accountId.value}/dashboard`));
+    // Follow the cursor the backend advanced us to. A next step routes there; no
+    // next step means onboarding is complete, so refresh the user (so the router
+    // guard sees the cleared cursor) and head to the dashboard.
+    const nextStep = currentAccount.value?.custom_attributes?.onboarding_step;
+    if (STEP_ROUTES[nextStep]) {
+      router.push({
+        name: STEP_ROUTES[nextStep],
+        params: { accountId: accountId.value },
+      });
+    } else {
+      await store.dispatch('setUser');
+      router.push({ name: 'home', params: { accountId: accountId.value } });
+    }
   } catch {
     useAlert(t('ONBOARDING_NEXT.ERROR'));
   } finally {

app/javascript/dashboard/routes/dashboard/onboarding/account-details/useAccountEnrichment.js

@@ -0,0 +1,136 @@
+import { computed, onMounted, onUnmounted, ref, watch } from 'vue';
+import { useAccount } from 'dashboard/composables/useAccount';
+import { useConfig } from 'dashboard/composables/useConfig';
+
+const ENRICHMENT_TIMEOUT = 30000;
+
+// Manages the post-signup enrichment lifecycle for the account-details form.
+// After signup the account is enriched asynchronously (onboarding_step ===
+// 'enrichment'); this fills empty form fields from the enriched
+// custom_attributes/brand_info as it arrives — idempotently, so it never
+// clobbers a value the user has already typed — waits the step out (with a
+// timeout fallback), and tracks which enrichable fields the user edited.
+//
+// `fields` is the set of form refs to populate, owned by the component so it can
+// still wire them to validation and the template.
+export function useAccountEnrichment(fields) {
+  const { currentAccount } = useAccount();
+  const { enabledLanguages } = useConfig();
+
+  const enrichmentTimedOut = ref(false);
+  const isEnriching = computed(
+    () =>
+      !enrichmentTimedOut.value &&
+      currentAccount.value?.custom_attributes?.onboarding_step === 'enrichment'
+  );
+
+  // Best-effort match browser language to enabled Chatwoot locales: exact match
+  // first (e.g. 'pt_BR'), then base language (e.g. 'pt'), else the account
+  // locale or 'en'.
+  const detectBestLocale = () => {
+    const codes = (enabledLanguages || []).map(l => l.iso_639_1_code);
+    const browserLang = navigator.language?.replace('-', '_');
+    const accountLocale = currentAccount.value?.locale || 'en';
+    if (!browserLang) return accountLocale;
+
+    if (codes.includes(browserLang)) return browserLang;
+    const base = browserLang.split('_')[0];
+    if (codes.includes(base)) return base;
+
+    return accountLocale;
+  };
+
+  // Snapshot of the auto-populated values, used to detect user edits at submit.
+  const initialValues = ref({});
+  const snapshotInitialValues = () => {
+    initialValues.value = {
+      website: fields.website.value,
+      company_size: fields.companySize.value,
+      industry: fields.industry.value,
+    };
+  };
+
+  // Idempotent: only fills empty fields, so late-arriving enrichment data
+  // populates untouched fields without clobbering user edits.
+  const populateFormFields = () => {
+    const {
+      website,
+      timezone,
+      company_size: companySize,
+      industry,
+      referral_source: referralSource,
+      brand_info: brandInfo,
+    } = currentAccount.value?.custom_attributes || {};
+
+    const fillIfEmpty = (field, value) => {
+      if (!field.value) field.value = value || '';
+    };
+
+    fillIfEmpty(fields.locale, detectBestLocale());
+    fillIfEmpty(fields.website, website || brandInfo?.domain);
+    fillIfEmpty(
+      fields.timezone,
+      timezone || Intl.DateTimeFormat().resolvedOptions().timeZone
+    );
+    fillIfEmpty(fields.companySize, companySize);
+    fillIfEmpty(
+      fields.industry,
+      industry || brandInfo?.industries?.[0]?.industry
+    );
+    fillIfEmpty(fields.referralSource, referralSource);
+
+    snapshotInitialValues();
+  };
+
+  let enrichmentTimer = null;
+  const startEnrichmentTimer = () => {
+    if (enrichmentTimer) clearTimeout(enrichmentTimer);
+    enrichmentTimer = setTimeout(() => {
+      enrichmentTimedOut.value = true;
+      populateFormFields();
+    }, ENRICHMENT_TIMEOUT);
+  };
+
+  onMounted(() => {
+    populateFormFields();
+    if (isEnriching.value) startEnrichmentTimer();
+  });
+
+  onUnmounted(() => {
+    if (enrichmentTimer) clearTimeout(enrichmentTimer);
+  });
+
+  watch(isEnriching, enriching => {
+    if (enriching) {
+      startEnrichmentTimer();
+    } else {
+      if (enrichmentTimer) clearTimeout(enrichmentTimer);
+      populateFormFields();
+    }
+  });
+
+  // Re-populate when account data arrives after mount, or when brand_info
+  // appears after enrichment. populateFormFields is idempotent so this is safe.
+  watch(
+    () => currentAccount.value?.custom_attributes,
+    () => populateFormFields()
+  );
+
+  // Enrichable fields the user actually edited since they were auto-filled.
+  // Compare against the snapshot *before* the caller normalizes any values —
+  // otherwise an untouched auto-filled domain (acme.com -> https://acme.com)
+  // compares unequal and gets falsely reported as changed.
+  const getChangedFields = () => {
+    const init = initialValues.value;
+    const current = {
+      website: fields.website.value,
+      company_size: fields.companySize.value,
+      industry: fields.industry.value,
+    };
+    return Object.entries(current)
+      .filter(([key, value]) => value !== init[key])
+      .map(([key]) => key);
+  };
+
+  return { isEnriching, getChangedFields };
+}

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/ChannelRow.vue

@@ -0,0 +1,60 @@
+<script setup>
+import { computed } from 'vue';
+import { useI18n } from 'vue-i18n';
+import ChannelIcon from 'dashboard/components-next/icon/ChannelIcon.vue';
+
+const props = defineProps({
+  channel: { type: Object, required: true },
+  connectedInbox: { type: Object, default: null },
+});
+
+defineEmits(['connect']);
+
+const { t } = useI18n();
+
+const connected = computed(() => Boolean(props.connectedInbox));
+// Prefer the real connected account's name over the detected handle — the user
+// may have connected a different account than the one we detected.
+const connectedName = computed(
+  () =>
+    props.connectedInbox?.name ||
+    props.channel.handle ||
+    t(props.channel.labelKey)
+);
+</script>
+
+<template>
+  <div class="flex items-center gap-2 p-3 border-b border-n-weak">
+    <div class="size-4 rounded overflow-hidden flex-shrink-0">
+      <ChannelIcon
+        :inbox="channel.inbox"
+        use-brand-icon
+        class="size-4"
+        :class="{ grayscale: !connected }"
+      />
+    </div>
+    <span class="flex-1 min-w-0 truncate text-body-main text-n-slate-12">
+      {{ t(channel.labelKey) }}
+    </span>
+    <div
+      v-if="connected"
+      class="flex items-center gap-2 flex-shrink-0 text-body-main text-n-slate-11"
+    >
+      <span class="whitespace-nowrap">{{ connectedName }}</span>
+      <span class="w-px h-3 bg-n-weak" />
+      <span class="whitespace-nowrap">
+        {{ t('ONBOARDING_INBOX_SETUP.CHANNELS.CONNECTED') }}
+      </span>
+    </div>
+    <button
+      v-else
+      type="button"
+      class="flex items-center flex-shrink-0 h-7 px-2 rounded-lg outline outline-1 outline-n-container bg-n-button-color text-button text-n-blue-11"
+      @click="$emit('connect', channel)"
+    >
+      <span class="truncate">
+        {{ t('ONBOARDING_INBOX_SETUP.CHANNELS.CONNECT') }}
+      </span>
+    </button>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/CreationStatusRow.vue

@@ -0,0 +1,33 @@
+<script setup>
+import Icon from 'dashboard/components-next/icon/Icon.vue';
+import Spinner from 'dashboard/components-next/spinner/Spinner.vue';
+
+// Presentational shell for the "Created for you" rows. The owning component
+// drives `ready` from its own lifecycle (widget polling, help-center events);
+// row separation is handled by the parent's `divide-y`.
+defineProps({
+  ready: { type: Boolean, default: false },
+  title: { type: String, required: true },
+  description: { type: String, default: '' },
+  status: { type: String, default: '' },
+});
+</script>
+
+<template>
+  <div class="flex items-center justify-between gap-3 px-3 py-3">
+    <div class="flex items-center gap-2 min-w-0">
+      <Icon
+        v-if="ready"
+        icon="i-lucide-check"
+        class="size-4 text-n-teal-11 flex-shrink-0"
+      />
+      <Spinner v-else :size="16" class="text-n-slate-9 flex-shrink-0" />
+      <span class="text-sm font-medium text-n-slate-12 flex-shrink-0">
+        {{ title }}
+      </span>
+      <span class="w-px h-4 bg-n-weak flex-shrink-0" />
+      <span class="text-sm text-n-slate-11 truncate">{{ description }}</span>
+    </div>
+    <span class="text-sm text-n-slate-11 flex-shrink-0">{{ status }}</span>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/HelpCenterCreationStatus.vue

@@ -0,0 +1,116 @@
+<script setup>
+import { computed, onBeforeUnmount, onMounted, ref } from 'vue';
+import { useTimeoutPoll } from '@vueuse/core';
+import { useI18n } from 'vue-i18n';
+import OnboardingAPI from 'dashboard/api/onboarding';
+import CreationStatusRow from './CreationStatusRow.vue';
+
+const { t } = useI18n();
+const POLL_INTERVAL = 5000;
+
+const generation = ref({
+  generation_id: null,
+  state: null,
+  articles_count: 0,
+  categories_count: 0,
+});
+
+// Before the first article arrives, advance through phases so the spinner
+// label doesn't sit on a single line through the whole curation step.
+const generatingPhases = computed(() => [
+  t('ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.HELP_CENTER_GENERATING'),
+  t('ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.HELP_CENTER_ANALYZING_WEBSITE'),
+  t('ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.HELP_CENTER_SETTING_UP_CATEGORIES'),
+  t('ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.HELP_CENTER_CURATING_ARTICLES'),
+]);
+const PHASE_DELAY_BASE = 4000;
+const PHASE_DELAY_JITTER = 2000;
+
+const phaseIndex = ref(0);
+let phaseTimer = null;
+
+// Advance one phase after a jittered delay; stop once we reach the last line
+// (it then holds until the first article arrives).
+const scheduleNextPhase = () => {
+  if (phaseIndex.value >= generatingPhases.value.length - 1) return;
+  const delay = PHASE_DELAY_BASE + Math.random() * PHASE_DELAY_JITTER;
+  phaseTimer = setTimeout(() => {
+    phaseIndex.value += 1;
+    scheduleNextPhase();
+  }, delay);
+};
+
+const status = computed(
+  () =>
+    generation.value.state?.status ||
+    (generation.value.generation_id ? 'generating' : 'not_started')
+);
+const isCompleted = computed(() => status.value === 'completed');
+const isSkipped = computed(() => status.value === 'skipped');
+const isNotStarted = computed(() => status.value === 'not_started');
+const isTerminal = computed(
+  () => isCompleted.value || isSkipped.value || isNotStarted.value
+);
+const articlesCount = computed(() => generation.value.articles_count || 0);
+const categoriesCount = computed(() => generation.value.categories_count || 0);
+
+// Poll the generation status until it reaches a terminal state. useTimeoutPoll
+// waits for each request to settle before scheduling the next (so requests never
+// overlap), fires immediately on mount, and stops on unmount.
+const { pause: stopPolling } = useTimeoutPoll(
+  async () => {
+    try {
+      const { data } = await OnboardingAPI.getHelpCenterGeneration();
+      generation.value = data;
+      if (isTerminal.value) stopPolling();
+    } catch {
+      // Keep polling; transient network failures should not strand onboarding.
+    }
+  },
+  POLL_INTERVAL,
+  { immediate: true }
+);
+
+onMounted(scheduleNextPhase);
+onBeforeUnmount(() => clearTimeout(phaseTimer));
+
+const articlesText = computed(() =>
+  t(
+    'ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.HELP_CENTER_ARTICLES',
+    { count: articlesCount.value },
+    articlesCount.value
+  )
+);
+
+const statusText = computed(() => {
+  if (isCompleted.value) {
+    const categories = t(
+      'ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.HELP_CENTER_CATEGORIES',
+      { count: categoriesCount.value },
+      categoriesCount.value
+    );
+    return t(
+      'ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.HELP_CENTER_SUMMARY',
+      { count: articlesCount.value, categories },
+      articlesCount.value
+    );
+  }
+  if (articlesCount.value > 0) return articlesText.value;
+  return generatingPhases.value[phaseIndex.value];
+});
+
+const isVisible = computed(() => !isSkipped.value && !isNotStarted.value);
+</script>
+
+<!-- eslint-disable-next-line vue/no-root-v-if -->
+<template>
+  <CreationStatusRow
+    v-if="isVisible"
+    :ready="isCompleted"
+    :title="t('ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.HELP_CENTER')"
+    :description="
+      t('ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.HELP_CENTER_DESCRIPTION')
+    "
+    :status="statusText"
+  />
+</template>

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/InboxChannelForm.vue

@@ -0,0 +1,139 @@
+<script setup>
+import { computed, reactive, ref } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useStore } from 'dashboard/composables/store';
+import { useAlert } from 'dashboard/composables';
+import Input from 'dashboard/components-next/input/Input.vue';
+import NextButton from 'dashboard/components-next/button/Button.vue';
+
+const props = defineProps({
+  channel: { type: Object, required: true },
+});
+
+const emit = defineEmits(['back', 'created']);
+
+const { t } = useI18n();
+const store = useStore();
+
+// Per-channel field list + payload shape, mirroring the standalone settings
+// forms (channels/Line.vue, channels/Telegram.vue). Labels/placeholders reuse
+// the existing INBOX_MGMT translations so there's nothing new to localize.
+const FORMS = {
+  line: {
+    fields: [
+      {
+        key: 'lineChannelId',
+        label: t('INBOX_MGMT.ADD.LINE_CHANNEL.LINE_CHANNEL_ID.LABEL'),
+        placeholder: t(
+          'INBOX_MGMT.ADD.LINE_CHANNEL.LINE_CHANNEL_ID.PLACEHOLDER'
+        ),
+      },
+      {
+        key: 'lineChannelSecret',
+        label: t('INBOX_MGMT.ADD.LINE_CHANNEL.LINE_CHANNEL_SECRET.LABEL'),
+        placeholder: t(
+          'INBOX_MGMT.ADD.LINE_CHANNEL.LINE_CHANNEL_SECRET.PLACEHOLDER'
+        ),
+        type: 'password',
+      },
+      {
+        key: 'lineChannelToken',
+        label: t('INBOX_MGMT.ADD.LINE_CHANNEL.LINE_CHANNEL_TOKEN.LABEL'),
+        placeholder: t(
+          'INBOX_MGMT.ADD.LINE_CHANNEL.LINE_CHANNEL_TOKEN.PLACEHOLDER'
+        ),
+        type: 'password',
+      },
+    ],
+    errorMessage: t('INBOX_MGMT.ADD.LINE_CHANNEL.API.ERROR_MESSAGE'),
+    // Inbox name is mandatory for Line; prefill it from the channel label
+    // rather than asking, to keep the form to just the credentials.
+    buildPayload: values => ({
+      name: t(props.channel.labelKey),
+      channel: {
+        type: 'line',
+        line_channel_id: values.lineChannelId,
+        line_channel_secret: values.lineChannelSecret,
+        line_channel_token: values.lineChannelToken,
+      },
+    }),
+  },
+  telegram: {
+    fields: [
+      {
+        key: 'botToken',
+        label: t('INBOX_MGMT.ADD.TELEGRAM_CHANNEL.BOT_TOKEN.LABEL'),
+        placeholder: t('INBOX_MGMT.ADD.TELEGRAM_CHANNEL.BOT_TOKEN.PLACEHOLDER'),
+        type: 'password',
+      },
+    ],
+    errorMessage: t('INBOX_MGMT.ADD.TELEGRAM_CHANNEL.API.ERROR_MESSAGE'),
+    buildPayload: values => ({
+      channel: { type: 'telegram', bot_token: values.botToken },
+    }),
+  },
+};
+
+const config = FORMS[props.channel.type];
+const values = reactive(
+  Object.fromEntries(config.fields.map(field => [field.key, '']))
+);
+const isCreating = ref(false);
+
+const isValid = computed(() =>
+  config.fields.every(field => values[field.key].trim())
+);
+
+const submit = async () => {
+  if (!isValid.value || isCreating.value) return;
+
+  isCreating.value = true;
+  try {
+    await store.dispatch('inboxes/createChannel', config.buildPayload(values));
+    emit('created');
+  } catch (error) {
+    useAlert(error?.message || config.errorMessage);
+  } finally {
+    isCreating.value = false;
+  }
+};
+</script>
+
+<!-- This sits inside the dialog's <form>; intercept Enter so it submits the
+  channel here instead of bubbling up and completing onboarding. -->
+<template>
+  <div class="flex flex-col gap-4" @keydown.enter.prevent="submit">
+    <div class="grid grid-cols-[auto_1fr] items-center gap-4">
+      <template v-for="field in config.fields" :key="field.key">
+        <label :for="field.key" class="text-sm font-medium text-n-slate-12">
+          {{ field.label }}
+        </label>
+        <Input
+          :id="field.key"
+          v-model="values[field.key]"
+          :type="field.type || 'text'"
+          :placeholder="field.placeholder"
+        />
+      </template>
+    </div>
+    <div class="flex items-center gap-3">
+      <NextButton
+        type="button"
+        slate
+        faded
+        class="flex-1 justify-center"
+        :label="t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.BACK')"
+        @click="emit('back')"
+      />
+      <NextButton
+        type="button"
+        blue
+        class="flex-1 justify-center"
+        :is-loading="isCreating"
+        :disabled="!isValid"
+        :label="t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.CONNECT')"
+        @click="submit"
+      />
+    </div>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/InboxChannelsDialog.vue

@@ -0,0 +1,210 @@
+<script setup>
+import { computed, ref } from 'vue';
+import { useI18n } from 'vue-i18n';
+import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
+import ChannelIcon from 'dashboard/components-next/icon/ChannelIcon.vue';
+import { CHANNEL_TYPES } from 'dashboard/helper/inbox';
+import { useChannelConnect } from './useChannelConnect';
+import { useChannelConfig } from './useChannelConfig';
+import { CHANNEL_LIST } from './constants';
+import { isChannelConnected } from './channelMatchers';
+import InboxChannelForm from './InboxChannelForm.vue';
+import InboxFacebookForm from './InboxFacebookForm.vue';
+
+const props = defineProps({
+  inboxes: { type: Array, default: () => [] },
+});
+
+const emit = defineEmits(['connected']);
+
+const { t } = useI18n();
+const { connectViaOAuth, connectWhatsapp } = useChannelConnect();
+const { isConfigured } = useChannelConfig();
+
+// Maps the dialog's display types to the OAuth client key the flow expects.
+// Types without an entry (manual-setup channels) are no-ops for now.
+const OAUTH_PROVIDERS = {
+  [CHANNEL_TYPES.GMAIL]: 'google',
+  [CHANNEL_TYPES.OUTLOOK]: 'microsoft',
+  [CHANNEL_TYPES.INSTAGRAM]: 'instagram',
+  [CHANNEL_TYPES.TIKTOK]: 'tiktok',
+};
+
+// A card's availability — what the user can do with it right now:
+//   available  — usable now (configured, not deferred)
+//   setupLater — deferred to in-app setup (SMS/API/Voice/Email cards)
+// Channels whose installation OAuth credentials are missing are hidden entirely
+// (see channelCards), so they never reach this state.
+// `connected` (a real inbox already backs it) is orthogonal and tracked
+// separately, since a connected channel can still be in any of these states.
+const channelAvailability = channel =>
+  channel.setupLater ? 'setupLater' : 'available';
+
+const CARD_CLASS = {
+  available: 'bg-n-solid-1 hover:outline-n-slate-6 cursor-pointer',
+  setupLater: 'bg-n-slate-2 cursor-not-allowed',
+};
+
+// Decorate the catalog with per-render state so the template reads plain fields
+// rather than calling predicates for each card. Channels needing an absent
+// installation credential are dropped so they don't show at all; deferred
+// (setupLater) channels stay since they aren't a configuration problem.
+const channelCards = computed(() =>
+  CHANNEL_LIST.filter(
+    channel => channel.setupLater || isConfigured(channel.type)
+  ).map(channel => {
+    const connected = isChannelConnected(props.inboxes, channel.inbox);
+    // Website inboxes are only auto-created during onboarding — there is no
+    // manual creation path, so an unconnected Website card defers rather than
+    // offering a click that can't do anything.
+    const availability =
+      channel.type === CHANNEL_TYPES.WEBSITE && !connected
+        ? 'setupLater'
+        : channelAvailability(channel);
+    return { ...channel, availability, connected };
+  })
+);
+
+const dialogRef = ref(null);
+
+// Credential-form channels (Line, Telegram) and Facebook swap the grid for an
+// inline view; OAuth channels redirect; the rest are no-ops for now.
+const selectedChannel = ref(null);
+
+// An inbox was created by an in-dialog form (Line/Telegram credentials or the
+// Facebook page picker); close the dialog (its @close resets the form view) and
+// let the parent refetch so the connected state and real channel icons update.
+const onCreated = () => {
+  dialogRef.value?.close();
+  emit('connected');
+};
+
+const onCardClick = channel => {
+  if (channel.availability !== 'available') return;
+  if (channel.form) {
+    selectedChannel.value = channel;
+    return;
+  }
+  // WhatsApp uses Meta's embedded-signup popup, not the redirect OAuth flow.
+  if (channel.type === CHANNEL_TYPES.WHATSAPP) {
+    connectWhatsapp();
+    return;
+  }
+  // Facebook swaps to an in-dialog page picker (FB.login → choose a Page).
+  if (channel.type === CHANNEL_TYPES.FACEBOOK) {
+    selectedChannel.value = channel;
+    return;
+  }
+  connectViaOAuth(OAUTH_PROVIDERS[channel.type]);
+};
+
+const dialogTitle = computed(() =>
+  selectedChannel.value
+    ? t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.CONNECT_TITLE', {
+        name: t(selectedChannel.value.labelKey),
+      })
+    : t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.TITLE')
+);
+
+const dialogDescription = computed(() => {
+  if (!selectedChannel.value) {
+    return t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.SUBTITLE');
+  }
+  if (selectedChannel.value.type === CHANNEL_TYPES.FACEBOOK) {
+    return t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.FACEBOOK_SUBTITLE');
+  }
+  return t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.CONNECT_SUBTITLE');
+});
+
+const open = preselectType => {
+  const entry = preselectType
+    ? channelCards.value.find(channel => channel.type === preselectType)
+    : null;
+  // Only jump straight into a channel's view when it's actually usable;
+  // otherwise show the grid (with its muted card) rather than launching SDK
+  // auth with a missing credential.
+  selectedChannel.value = entry?.availability === 'available' ? entry : null;
+  dialogRef.value?.open();
+};
+const close = () => dialogRef.value?.close();
+
+defineExpose({ open, close });
+</script>
+
+<template>
+  <Dialog
+    ref="dialogRef"
+    :title="dialogTitle"
+    :description="dialogDescription"
+    width="lg"
+    :show-confirm-button="false"
+    :show-cancel-button="false"
+    @close="selectedChannel = null"
+  >
+    <InboxFacebookForm
+      v-if="selectedChannel?.type === CHANNEL_TYPES.FACEBOOK"
+      @back="selectedChannel = null"
+      @created="onCreated"
+    />
+    <InboxChannelForm
+      v-else-if="selectedChannel"
+      :channel="selectedChannel"
+      @back="selectedChannel = null"
+      @created="onCreated"
+    />
+    <template v-else>
+      <div class="grid grid-cols-2 gap-3">
+        <button
+          v-for="channel in channelCards"
+          :key="channel.type"
+          type="button"
+          :disabled="channel.availability !== 'available'"
+          class="flex items-center gap-3 p-3 rounded-xl outline outline-1 outline-n-weak shadow-[0px_1px_2px_0px_rgba(27,28,29,0.036)] transition-colors text-start"
+          :class="CARD_CLASS[channel.availability]"
+          @click="onCardClick(channel)"
+        >
+          <div
+            class="size-9 rounded-[10px] outline outline-1 outline-n-weak flex items-center justify-center flex-shrink-0"
+          >
+            <ChannelIcon
+              v-if="channel.inbox"
+              :inbox="channel.inbox"
+              use-brand-icon
+              class="size-5 text-n-slate-11"
+            />
+            <Icon
+              v-else
+              :icon="channel.fallbackIcon"
+              class="size-4 text-n-slate-11"
+            />
+          </div>
+          <div class="flex-1 min-w-0">
+            <span class="block text-sm font-medium text-n-slate-12">
+              {{ t(channel.labelKey) }}
+            </span>
+            <span
+              v-if="channel.availability === 'setupLater'"
+              class="block text-xs text-n-slate-11"
+            >
+              {{ t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.SETUP_LATER') }}
+            </span>
+          </div>
+          <Icon
+            v-if="channel.connected"
+            icon="i-lucide-circle-check"
+            class="size-5 text-n-teal-11"
+          />
+          <Icon
+            v-else-if="channel.availability === 'available'"
+            icon="i-lucide-chevron-right"
+            class="size-5 text-n-slate-9"
+          />
+        </button>
+      </div>
+      <p class="text-sm text-n-slate-11">
+        {{ t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.NOTE') }}
+      </p>
+    </template>
+  </Dialog>
+</template>

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/InboxChannelsFooter.vue

@@ -0,0 +1,70 @@
+<script setup>
+import { computed } from 'vue';
+import { useI18n, I18nT } from 'vue-i18n';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
+import ChannelIcon from 'dashboard/components-next/icon/ChannelIcon.vue';
+import { FALLBACK_PREVIEW_CHANNELS } from './constants';
+import { useChannelConfig } from './useChannelConfig';
+
+const props = defineProps({
+  remainingChannels: { type: Array, default: () => [] },
+});
+
+defineEmits(['viewAll']);
+
+const { t } = useI18n();
+const { isConfigured } = useChannelConfig();
+
+// Icons shown next to "View all". Defaults to the unconnected socials, but when
+// everything detected is already connected we still want a hint of what's
+// behind the dialog — fall back to a representative trio. Either way, drop
+// channels whose installation credentials are missing so we never preview an
+// icon the dialog itself hides.
+const previewChannels = computed(() =>
+  (props.remainingChannels.length
+    ? props.remainingChannels
+    : FALLBACK_PREVIEW_CHANNELS
+  ).filter(channel => isConfigured(channel.type))
+);
+</script>
+
+<template>
+  <div class="flex items-center gap-2 px-3 pt-3 pb-4">
+    <Icon icon="i-lucide-info" class="size-4 text-n-slate-9 flex-shrink-0" />
+    <I18nT
+      keypath="ONBOARDING_INBOX_SETUP.CHANNELS.MORE_CHANNELS_NOTE"
+      tag="span"
+      class="flex-1 min-w-0 text-body-main text-n-slate-11"
+    >
+      <template #email>
+        <span class="text-n-slate-12">
+          {{ t('ONBOARDING_INBOX_SETUP.CHANNELS.MORE_CHANNELS_EMAIL') }}
+        </span>
+      </template>
+      <template #voice>
+        <span class="text-n-slate-12">
+          {{ t('ONBOARDING_INBOX_SETUP.CHANNELS.MORE_CHANNELS_VOICE') }}
+        </span>
+      </template>
+    </I18nT>
+    <div class="flex items-center gap-2 flex-shrink-0">
+      <ChannelIcon
+        v-for="channel in previewChannels"
+        :key="channel.type"
+        :inbox="channel.inbox"
+        use-brand-icon
+        class="size-5"
+      />
+    </div>
+    <div class="flex items-center gap-2 flex-shrink-0 ps-1">
+      <span class="w-px h-3 bg-n-weak" />
+      <button
+        type="button"
+        class="text-button text-n-slate-12 hover:underline"
+        @click="$emit('viewAll')"
+      >
+        {{ t('ONBOARDING_INBOX_SETUP.CHANNELS.VIEW_ALL') }}
+      </button>
+    </div>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/InboxFacebookForm.vue

@@ -0,0 +1,157 @@
+<script setup>
+import { computed, onMounted, ref } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useStore } from 'dashboard/composables/store';
+import { useAlert } from 'dashboard/composables';
+import { parseAPIErrorResponse } from 'dashboard/store/utils/api';
+import { useFacebookPageConnect } from 'dashboard/composables/useFacebookPageConnect';
+import ComboBox from 'dashboard/components-next/combobox/ComboBox.vue';
+import NextButton from 'dashboard/components-next/button/Button.vue';
+import Spinner from 'dashboard/components-next/spinner/Spinner.vue';
+
+const emit = defineEmits(['back', 'created']);
+
+const { t } = useI18n();
+const store = useStore();
+const { isAuthenticating, preloadSdk, loginAndFetchPages } =
+  useFacebookPageConnect();
+
+// null until the login + page fetch completes.
+const pages = ref(null);
+const userAccessToken = ref('');
+const selectedPageId = ref('');
+const errored = ref(false);
+const isCreating = ref(false);
+
+const hasFetched = computed(() => pages.value !== null);
+// Pages already connected as inboxes come back with `exists: true`.
+const pageOptions = computed(() =>
+  (pages.value || [])
+    .filter(page => !page.exists)
+    .map(page => ({ value: page.id, label: page.name }))
+);
+
+// Warm the SDK on open so the login click opens its popup within the gesture's
+// activation window (see useFacebookPageConnect).
+onMounted(preloadSdk);
+
+const connect = async () => {
+  errored.value = false;
+  try {
+    const result = await loginAndFetchPages();
+    if (!result) return; // cancelled — stay on the connect prompt
+    userAccessToken.value = result.userAccessToken;
+    pages.value = result.pages;
+  } catch {
+    errored.value = true;
+  }
+};
+
+const createInbox = async () => {
+  const page = (pages.value || []).find(p => p.id === selectedPageId.value);
+  if (!page || isCreating.value) return;
+
+  isCreating.value = true;
+  try {
+    await store.dispatch('inboxes/createFBChannel', {
+      user_access_token: userAccessToken.value,
+      page_access_token: page.access_token,
+      page_id: page.id,
+      inbox_name: page.name,
+    });
+    useAlert(t('ONBOARDING_INBOX_SETUP.FACEBOOK_CONNECTED'));
+    emit('created');
+  } catch (error) {
+    useAlert(parseAPIErrorResponse(error) || t('ONBOARDING_INBOX_SETUP.ERROR'));
+  } finally {
+    isCreating.value = false;
+  }
+};
+</script>
+
+<template>
+  <div class="flex flex-col gap-4">
+    <div
+      v-if="isAuthenticating"
+      class="flex items-center justify-center gap-3 py-8"
+    >
+      <Spinner :size="16" class="text-n-blue-10" />
+      <span class="text-sm text-n-slate-11">
+        {{ t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.FACEBOOK_LOADING') }}
+      </span>
+    </div>
+
+    <template v-else-if="hasFetched && pageOptions.length">
+      <div class="flex flex-col gap-2">
+        <label class="text-sm font-medium text-n-slate-12">
+          {{ t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.FACEBOOK_SELECT_PAGE') }}
+        </label>
+        <ComboBox
+          v-model="selectedPageId"
+          :options="pageOptions"
+          :placeholder="
+            t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.FACEBOOK_SELECT_PAGE')
+          "
+        />
+      </div>
+      <div class="flex items-center gap-3">
+        <NextButton
+          type="button"
+          slate
+          faded
+          class="flex-1 justify-center"
+          :label="t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.BACK')"
+          @click="emit('back')"
+        />
+        <NextButton
+          type="button"
+          blue
+          class="flex-1 justify-center"
+          :is-loading="isCreating"
+          :disabled="!selectedPageId"
+          :label="t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.CONNECT')"
+          @click="createInbox"
+        />
+      </div>
+    </template>
+
+    <template v-else-if="hasFetched">
+      <p class="text-sm text-n-slate-11">
+        {{ t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.FACEBOOK_NO_PAGES') }}
+      </p>
+      <div class="flex">
+        <NextButton
+          type="button"
+          slate
+          faded
+          class="flex-1 justify-center"
+          :label="t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.BACK')"
+          @click="emit('back')"
+        />
+      </div>
+    </template>
+
+    <template v-else>
+      <p v-if="errored" class="text-sm text-n-ruby-11">
+        {{ t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.FACEBOOK_ERROR') }}
+      </p>
+      <div class="flex items-center gap-3">
+        <NextButton
+          type="button"
+          slate
+          faded
+          class="flex-1 justify-center"
+          :label="t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.BACK')"
+          @click="emit('back')"
+        />
+        <NextButton
+          type="button"
+          blue
+          class="flex-1 justify-center"
+          :label="t('ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.FACEBOOK_LAUNCH')"
+          @click="connect"
+        />
+      </div>
+    </template>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/WebWidgetCreationStatus.vue

@@ -0,0 +1,44 @@
+<script setup>
+import { computed } from 'vue';
+import { useTimeoutPoll } from '@vueuse/core';
+import { useI18n } from 'vue-i18n';
+import { useStore, useMapGetter } from 'dashboard/composables/store';
+import CreationStatusRow from './CreationStatusRow.vue';
+
+const POLL_INTERVAL = 5000;
+
+const { t } = useI18n();
+const store = useStore();
+
+// The web widget inbox is created asynchronously during account setup. We poll
+// the inboxes endpoint until it shows up, then stop — much simpler than the
+// event-driven help center flow.
+const websiteInboxes = useMapGetter('inboxes/getWebsiteInboxes');
+const isReady = computed(() => websiteInboxes.value.length > 0);
+
+// useTimeoutPoll waits for each fetch to settle before scheduling the next (so
+// requests never overlap), fires immediately on mount, and stops on unmount.
+const { pause } = useTimeoutPoll(
+  async () => {
+    await store.dispatch('inboxes/get');
+    if (isReady.value) pause();
+  },
+  POLL_INTERVAL,
+  { immediate: true }
+);
+</script>
+
+<template>
+  <CreationStatusRow
+    :ready="isReady"
+    :title="t('ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.LIVE_CHAT')"
+    :description="
+      t('ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.LIVE_CHAT_DESCRIPTION')
+    "
+    :status="
+      isReady
+        ? t('ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.LIVE_CHAT_READY')
+        : t('ONBOARDING_INBOX_SETUP.CREATED_FOR_YOU.LIVE_CHAT_STATUS')
+    "
+  />
+</template>

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/channelMatchers.js

@@ -0,0 +1,18 @@
+import { INBOX_TYPES } from 'dashboard/helper/inbox';
+
+// A detected channel maps to a real inbox when they share a channel_type. Gmail
+// and Outlook both use Channel::Email, so for email we also match on provider.
+// `stub` is a channel's `{ channel_type, provider }` shape (e.g. channel.inbox).
+
+// Returns the matching inbox (not a boolean) so callers can show the connected
+// account's real name rather than the detected handle.
+export const findConnectedInbox = (inboxes, stub) =>
+  inboxes.find(
+    inbox =>
+      inbox.channel_type === stub?.channel_type &&
+      (stub?.channel_type !== INBOX_TYPES.EMAIL ||
+        inbox.provider === stub?.provider)
+  );
+
+export const isChannelConnected = (inboxes, stub) =>
+  Boolean(stub) && Boolean(findConnectedInbox(inboxes, stub));

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/constants.js

@@ -0,0 +1,149 @@
+import { CHANNEL_TYPES } from 'dashboard/helper/inbox';
+
+// Channels whose connect flow opens the channels dialog preselected to their
+// in-dialog step — Facebook (page picker) and the credential-form channels
+// (Telegram, Line) — rather than redirecting through OAuth.
+export const DIALOG_CHANNELS = [
+  CHANNEL_TYPES.FACEBOOK,
+  CHANNEL_TYPES.TELEGRAM,
+  CHANNEL_TYPES.LINE,
+];
+
+// Suggested channels (in priority order) to offer as rows when nothing is
+// detected, so the step isn't empty. The mainstream OAuth channels show on
+// configured installs, while credential-free Telegram/LINE keep the list
+// non-empty on a bare self-host.
+export const DEFAULT_CHANNEL_TYPES = [
+  CHANNEL_TYPES.WHATSAPP,
+  CHANNEL_TYPES.FACEBOOK,
+  CHANNEL_TYPES.INSTAGRAM,
+  CHANNEL_TYPES.TELEGRAM,
+  CHANNEL_TYPES.LINE,
+];
+
+// Channels offered in the onboarding "View all" dialog. `inbox` is a stub shaped
+// like a real inbox so ChannelIcon can resolve the icon from the shared provider.
+// With `use-brand-icon`, ChannelIcon renders the full-color brand logo when one
+// exists and falls back to the monochrome glyph otherwise, so no per-channel
+// style flag is needed. Entries without a channel type (Voice, Other Email
+// Providers) render `fallbackIcon` instead. `form: true` swaps the grid for an
+// inline credential form; `setupLater: true` defers the channel to in-app setup
+// for this phase. `labelKey` is an i18n key — most reuse the shared channel
+// titles from the inbox settings (INBOX_MGMT.ADD.AUTH.CHANNEL.*.TITLE) so the
+// names translate without duplicating strings; resolve it with `t()` at display.
+export const CHANNEL_LIST = [
+  {
+    type: 'website',
+    labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.WEBSITE.TITLE',
+    inbox: { channel_type: 'Channel::WebWidget' },
+  },
+  {
+    type: 'whatsapp',
+    labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.WHATSAPP.TITLE',
+    inbox: { channel_type: 'Channel::Whatsapp' },
+  },
+  {
+    type: 'instagram',
+    labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.INSTAGRAM.TITLE',
+    inbox: { channel_type: 'Channel::Instagram' },
+  },
+  {
+    type: 'facebook',
+    labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.FACEBOOK.TITLE',
+    inbox: { channel_type: 'Channel::FacebookPage' },
+  },
+  {
+    type: 'tiktok',
+    labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.TIKTOK.TITLE',
+    inbox: { channel_type: 'Channel::Tiktok' },
+  },
+  {
+    type: 'telegram',
+    labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.TELEGRAM.TITLE',
+    inbox: { channel_type: 'Channel::Telegram' },
+    form: true,
+  },
+  {
+    type: 'line',
+    labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.LINE.TITLE',
+    inbox: { channel_type: 'Channel::Line' },
+    form: true,
+  },
+  // Email channels (including Gmail/Outlook OAuth) are set up later in-app for
+  // this phase; they will be enabled in a future PR.
+  {
+    type: 'gmail',
+    labelKey: 'ONBOARDING_INBOX_SETUP.CHANNELS.GMAIL',
+    inbox: { channel_type: 'Channel::Email', provider: 'google' },
+    setupLater: true,
+  },
+  {
+    type: 'outlook',
+    labelKey: 'ONBOARDING_INBOX_SETUP.CHANNELS.OUTLOOK',
+    inbox: { channel_type: 'Channel::Email', provider: 'microsoft' },
+    setupLater: true,
+  },
+  {
+    type: 'sms',
+    labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.SMS.TITLE',
+    inbox: { channel_type: 'Channel::Sms' },
+    setupLater: true,
+  },
+  {
+    type: 'api',
+    labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.API.TITLE',
+    inbox: { channel_type: 'Channel::Api' },
+    setupLater: true,
+  },
+  {
+    type: 'voice',
+    labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.VOICE.TITLE',
+    fallbackIcon: 'i-woot-voice',
+    setupLater: true,
+  },
+  {
+    type: 'email',
+    labelKey: 'ONBOARDING_INBOX_SETUP.CHANNELS.OTHER_EMAIL',
+    fallbackIcon: 'i-woot-mail',
+    setupLater: true,
+  },
+];
+
+const channelByType = type =>
+  CHANNEL_LIST.find(channel => channel.type === type);
+
+// Icons shown next to "View all" when every detected channel is already
+// connected — a representative trio sourced from CHANNEL_LIST so the inbox stubs
+// aren't duplicated.
+export const FALLBACK_PREVIEW_CHANNELS = ['gmail', 'tiktok', 'whatsapp'].map(
+  channelByType
+);
+
+// Social channels that detected brand_info socials map to, keyed by social type
+// in the order they're offered as rows. Derived from CHANNEL_LIST so channel
+// identity (label, channel_type) has a single source. Keys mirror
+// SocialLinkParser::SOCIAL_DOMAIN_MAP.
+const SOCIAL_PLATFORM_TYPES = [
+  'whatsapp',
+  'facebook',
+  'line',
+  'instagram',
+  'telegram',
+  'tiktok',
+];
+
+export const SOCIAL_PLATFORMS = Object.fromEntries(
+  SOCIAL_PLATFORM_TYPES.map(type => {
+    const { labelKey, inbox } = channelByType(type);
+    return [type, { labelKey, channelType: inbox.channel_type }];
+  })
+);
+
+// Mailbox providers inferred from the signup domain's MX records, keyed by
+// Channel::Email#provider. Derived from CHANNEL_LIST's email entries.
+export const EMAIL_PROVIDERS = Object.fromEntries(
+  CHANNEL_LIST.filter(channel => channel.inbox?.provider).map(channel => [
+    channel.inbox.provider,
+    { labelKey: channel.labelKey },
+  ])
+);

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConfig.js

@@ -0,0 +1,29 @@
+import { useMapGetter } from 'dashboard/composables/store';
+
+// OAuth/SDK channels need installation-level app credentials to be usable. When
+// the credential is missing the channel is "not configured" and is hidden from
+// onboarding entirely. Channels without an entry (Website, Telegram, Line, …)
+// need no installation credential and are always considered configured.
+// Mirrors the availability checks in ChannelItem.vue.
+export function useChannelConfig() {
+  const globalConfig = useMapGetter('globalConfig/get');
+  const installationConfig = window.chatwootConfig || {};
+
+  const CHANNEL_CONFIGURED = {
+    // WhatsApp is onboarded only via Meta embedded signup, which needs both the
+    // app id (not the 'none' sentinel) and the signup configuration id.
+    whatsapp: () =>
+      Boolean(installationConfig.whatsappAppId) &&
+      installationConfig.whatsappAppId !== 'none' &&
+      Boolean(installationConfig.whatsappConfigurationId),
+    facebook: () => Boolean(installationConfig.fbAppId),
+    instagram: () => Boolean(installationConfig.instagramAppId),
+    tiktok: () => Boolean(installationConfig.tiktokAppId),
+    gmail: () => Boolean(installationConfig.googleOAuthClientId),
+    outlook: () => Boolean(globalConfig.value.azureAppId),
+  };
+
+  const isConfigured = type => CHANNEL_CONFIGURED[type]?.() ?? true;
+
+  return { isConfigured };
+}

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConnect.js

@@ -0,0 +1,67 @@
+import { useI18n } from 'vue-i18n';
+import { useAlert } from 'dashboard/composables';
+import { useStore } from 'dashboard/composables/store';
+import { useWhatsappEmbeddedSignup } from 'dashboard/composables/useWhatsappEmbeddedSignup';
+import { parseAPIErrorResponse } from 'dashboard/store/utils/api';
+import googleClient from 'dashboard/api/channel/googleClient';
+import microsoftClient from 'dashboard/api/channel/microsoftClient';
+import instagramClient from 'dashboard/api/channel/instagramClient';
+import tiktokClient from 'dashboard/api/channel/tiktokClient';
+
+// Channels that complete via an OAuth redirect. Email channels are keyed by their
+// Channel::Email provider, others by channel type. The request is tagged with a
+// return hint so the callback brings the user back to onboarding instead of the
+// inbox settings page.
+const OAUTH_CLIENTS = {
+  google: googleClient,
+  microsoft: microsoftClient,
+  instagram: instagramClient,
+  tiktok: tiktokClient,
+};
+
+export function useChannelConnect() {
+  const { t } = useI18n();
+  const store = useStore();
+  const { runEmbeddedSignup } = useWhatsappEmbeddedSignup();
+
+  const connectViaOAuth = async provider => {
+    const client = OAUTH_CLIENTS[provider];
+    if (!client) return;
+
+    try {
+      const {
+        data: { url },
+      } = await client.generateAuthorization({ return_to: 'onboarding' });
+      window.location.href = url;
+    } catch {
+      useAlert(t('ONBOARDING_INBOX_SETUP.ERROR'));
+    }
+  };
+
+  // WhatsApp connects via Meta's embedded-signup popup instead of the redirect
+  // OAuth flow above. Collect the signup credentials, exchange them for an
+  // inbox, and surface the result inline — then refetch so the connected state
+  // reflects the freshly created inbox (and renders its real channel icon).
+  const connectWhatsapp = async () => {
+    let credentials;
+    try {
+      credentials = await runEmbeddedSignup();
+    } catch {
+      useAlert(t('ONBOARDING_INBOX_SETUP.ERROR'));
+      return;
+    }
+    if (!credentials) return; // user dismissed the popup
+
+    try {
+      await store.dispatch('inboxes/createWhatsAppEmbeddedSignup', credentials);
+      await store.dispatch('inboxes/get');
+      useAlert(t('ONBOARDING_INBOX_SETUP.WHATSAPP_CONNECTED'));
+    } catch (error) {
+      useAlert(
+        parseAPIErrorResponse(error) || t('ONBOARDING_INBOX_SETUP.ERROR')
+      );
+    }
+  };
+
+  return { connectViaOAuth, connectWhatsapp };
+}

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useDetectedChannels.js

@@ -0,0 +1,130 @@
+import { computed } from 'vue';
+import { useMapGetter } from 'dashboard/composables/store';
+import { useAccount } from 'dashboard/composables/useAccount';
+import {
+  SOCIAL_PLATFORMS,
+  EMAIL_PROVIDERS,
+  DEFAULT_CHANNEL_TYPES,
+} from './constants';
+import { findConnectedInbox } from './channelMatchers';
+import { useChannelConfig } from './useChannelConfig';
+
+// How many channel rows to show, whether detected or defaulted. DEFAULT_CHANNEL_TYPES
+// is config-gated like everything else, then sliced to this limit.
+const DISPLAYED_CHANNEL_LIMIT = 3;
+
+// Pull the handle/username out of a detected social URL, formatted per channel.
+const extractHandle = ({ type, url }) => {
+  try {
+    const { pathname } = new URL(url);
+    const path = pathname.replace(/^\/+|\/+$/g, '');
+    if (type === 'whatsapp') {
+      const digits = path.replace(/\D/g, '');
+      return digits ? `+${digits}` : '';
+    }
+    if (type === 'line') return path;
+    return path.startsWith('@') ? path : `@${path}`;
+  } catch {
+    return '';
+  }
+};
+
+// Derives the channel rows for the inbox-setup step from the account's detected
+// brand_info (socials + mailbox provider) and the real connected inboxes,
+// keeping InboxSetup.vue focused on layout, connect routing, and completion.
+export function useDetectedChannels() {
+  const { currentAccount } = useAccount();
+  const inboxes = useMapGetter('inboxes/getInboxes');
+  const { isConfigured } = useChannelConfig();
+
+  const brandSocials = computed(
+    () => currentAccount.value?.custom_attributes?.brand_info?.socials || []
+  );
+
+  const connectedChannels = computed(() =>
+    brandSocials.value
+      .filter(social => SOCIAL_PLATFORMS[social.type] && social.url)
+      .map(social => ({
+        type: social.type,
+        handle: extractHandle(social),
+        labelKey: SOCIAL_PLATFORMS[social.type].labelKey,
+        inbox: { channel_type: SOCIAL_PLATFORMS[social.type].channelType },
+      }))
+  );
+
+  const detectedEmailChannel = computed(() => {
+    const brandInfo = currentAccount.value?.custom_attributes?.brand_info;
+    const provider = brandInfo?.email_provider;
+    if (!EMAIL_PROVIDERS[provider]) return null;
+
+    return {
+      type: 'email',
+      handle: brandInfo?.email || '',
+      labelKey: EMAIL_PROVIDERS[provider].labelKey,
+      inbox: { channel_type: 'Channel::Email', provider },
+    };
+  });
+
+  // The real inbox backing a channel, if one exists — returned (not just a
+  // boolean) so the row can show the connected account's real name.
+  const connectedInbox = channel =>
+    findConnectedInbox(inboxes.value, channel.inbox);
+
+  // A channel row built from a social type, with no detected handle — used for
+  // the default suggestions when nothing was detected.
+  const toChannelRow = type => ({
+    type,
+    handle: '',
+    labelKey: SOCIAL_PLATFORMS[type].labelKey,
+    inbox: { channel_type: SOCIAL_PLATFORMS[type].channelType },
+  });
+
+  const detectedChannels = computed(() =>
+    [detectedEmailChannel.value, ...connectedChannels.value]
+      .filter(Boolean)
+      // Email channels (including Gmail/Outlook OAuth) are disabled for this
+      // phase; they will be enabled in a future PR.
+      .filter(channel => channel.type !== 'email')
+      // Hide channels whose installation OAuth credentials are missing — their
+      // connect flow would only error.
+      .filter(channel => isConfigured(channel.type))
+  );
+
+  const defaultChannels = computed(() =>
+    DEFAULT_CHANNEL_TYPES.filter(isConfigured)
+      .slice(0, DISPLAYED_CHANNEL_LIMIT)
+      .map(toChannelRow)
+  );
+
+  // Show the detected channels, or fall back to the default suggestions so the
+  // step is never an empty list.
+  const displayedChannels = computed(() =>
+    detectedChannels.value.length
+      ? detectedChannels.value
+      : defaultChannels.value
+  );
+
+  const remainingChannels = computed(() => {
+    // Exclude whatever is already shown as a row (detected or defaulted) so the
+    // footer preview doesn't duplicate it.
+    const shownTypes = new Set(displayedChannels.value.map(c => c.type));
+    return Object.entries(SOCIAL_PLATFORMS)
+      .filter(([type]) => !shownTypes.has(type))
+      .filter(([type]) => isConfigured(type))
+      .slice(0, 3)
+      .map(([type, { labelKey, channelType }]) => ({
+        type,
+        labelKey,
+        inbox: { channel_type: channelType },
+      }));
+  });
+
+  const hasDetectedChannels = computed(() => detectedChannels.value.length > 0);
+
+  return {
+    displayedChannels,
+    remainingChannels,
+    connectedInbox,
+    hasDetectedChannels,
+  };
+}

app/javascript/dashboard/routes/dashboard/onboarding/shared/OnboardingLayout.vue

@@ -5,11 +5,12 @@ defineProps({
   greeting: { type: String, required: true },
   subtitle: { type: String, default: '' },
   continueLabel: { type: String, default: 'Continue' },
+  skipLabel: { type: String, default: '' },
   isLoading: { type: Boolean, default: false },
   disabled: { type: Boolean, default: false },
 });
 
-defineEmits(['continue']);
+defineEmits(['continue', 'skip']);
 </script>
 
 <template>
@@ -20,7 +21,7 @@ defineEmits(['continue']);
     <div
       class="absolute inset-0 bg-[size:96px_96px] bg-[image:linear-gradient(to_right,rgb(var(--border-weak))_1px,transparent_1px),linear-gradient(to_bottom,rgb(var(--border-weak))_1px,transparent_1px)] [mask-image:radial-gradient(ellipse_80%_80%_at_100%_0%,black_5%,transparent_50%),radial-gradient(ellipse_80%_80%_at_0%_100%,black_5%,transparent_50%)] [mask-composite:add] [-webkit-mask-composite:source-over]"
     />
-    <div class="relative w-full max-w-[580px]">
+    <div class="relative w-full max-w-[40rem]">
       <div class="relative ps-12">
         <!-- Timeline dotted line -->
         <svg
@@ -104,16 +105,30 @@ defineEmits(['continue']);
         >
           <path d="M6 0L0 3L6 6Z" fill="rgb(var(--blue-9))" />
         </svg>
-        <NextButton
-          type="submit"
-          blue
-          :is-loading="isLoading"
-          :disabled="disabled"
-          class="w-full justify-center"
-          @click="$emit('continue')"
-        >
-          {{ continueLabel }}
-        </NextButton>
+        <div class="flex items-center gap-3">
+          <NextButton
+            type="submit"
+            blue
+            :is-loading="isLoading"
+            :disabled="disabled"
+            :class="
+              skipLabel ? 'flex-1 justify-center' : 'w-full justify-center'
+            "
+            @click="$emit('continue')"
+          >
+            {{ continueLabel }}
+          </NextButton>
+          <NextButton
+            v-if="skipLabel"
+            type="button"
+            slate
+            outline
+            class="flex-1 justify-center"
+            @click="$emit('skip')"
+          >
+            {{ skipLabel }}
+          </NextButton>
+        </div>
       </div>
     </div>
   </div>

app/javascript/dashboard/routes/dashboard/onboarding/shared/OnboardingSection.vue

@@ -4,6 +4,7 @@ import Icon from 'dashboard/components-next/icon/Icon.vue';
 defineProps({
   title: { type: String, required: true },
   icon: { type: String, required: true },
+  bare: { type: Boolean, default: false },
 });
 </script>
 
@@ -42,8 +43,12 @@ defineProps({
     </div>
 
     <!-- Card -->
-    <div class="border border-n-weak rounded-xl overflow-hidden bg-n-surface-1">
+    <div
+      v-if="!bare"
+      class="border border-n-weak rounded-xl overflow-hidden bg-n-surface-1"
+    >
       <slot />
     </div>
+    <slot v-else />
   </div>
 </template>

app/javascript/dashboard/routes/dashboard/onboarding/specs/account-details/useAccountEnrichment.spec.js

@@ -0,0 +1,186 @@
+import { defineComponent, h, ref } from 'vue';
+import { createStore } from 'vuex';
+import { mount } from '@vue/test-utils';
+import { useRoute } from 'vue-router';
+import { useAccountEnrichment } from '../../account-details/useAccountEnrichment';
+
+vi.mock('vue-router');
+
+const ENABLED_LANGUAGES = [
+  { iso_639_1_code: 'en', name: 'English' },
+  { iso_639_1_code: 'fr', name: 'French' },
+];
+
+// Mounts the composable against a real store and the real useAccount/useConfig
+// (only useRoute and the underlying account getter / window config are faked),
+// so a change to how those resolve their data is exercised here too. `presets`
+// seeds form fields as if the user had already typed them.
+const mountComposable = ({
+  account = {},
+  enabledLanguages = ENABLED_LANGUAGES,
+  presets = {},
+} = {}) => {
+  window.chatwootConfig = { enabledLanguages };
+
+  const store = createStore({
+    modules: {
+      accounts: {
+        namespaced: true,
+        getters: { getAccount: () => () => account },
+      },
+    },
+  });
+
+  const fields = {
+    locale: ref(presets.locale || ''),
+    website: ref(presets.website || ''),
+    timezone: ref(presets.timezone || ''),
+    companySize: ref(presets.companySize || ''),
+    industry: ref(presets.industry || ''),
+    referralSource: ref(presets.referralSource || ''),
+  };
+
+  let api;
+  const Component = defineComponent({
+    setup() {
+      api = useAccountEnrichment(fields);
+      return () => h('div');
+    },
+  });
+  const wrapper = mount(Component, { global: { plugins: [store] } });
+  return { ...api, fields, wrapper };
+};
+
+beforeEach(() => {
+  useRoute.mockReturnValue({ params: { accountId: '1' } });
+});
+
+afterEach(() => {
+  delete window.chatwootConfig;
+});
+
+describe('useAccountEnrichment', () => {
+  describe('populateFormFields', () => {
+    it('fills empty fields from the enriched attributes on mount', () => {
+      const { fields } = mountComposable({
+        account: {
+          locale: 'en',
+          custom_attributes: {
+            website: 'https://acme.com',
+            timezone: 'America/New_York',
+            company_size: '11-50',
+            industry: 'Technology',
+            referral_source: 'google',
+          },
+        },
+      });
+
+      expect(fields.website.value).toBe('https://acme.com');
+      expect(fields.timezone.value).toBe('America/New_York');
+      expect(fields.companySize.value).toBe('11-50');
+      expect(fields.industry.value).toBe('Technology');
+      expect(fields.referralSource.value).toBe('google');
+    });
+
+    it('falls back to brand_info for website and industry', () => {
+      const { fields } = mountComposable({
+        account: {
+          custom_attributes: {
+            brand_info: {
+              domain: 'acme.com',
+              industries: [{ industry: 'Retail & E-commerce' }],
+            },
+          },
+        },
+      });
+
+      expect(fields.website.value).toBe('acme.com');
+      expect(fields.industry.value).toBe('Retail & E-commerce');
+    });
+
+    it('does not clobber fields the user already set', () => {
+      const { fields } = mountComposable({
+        presets: { website: 'mysite.com', industry: 'Finance' },
+        account: {
+          custom_attributes: {
+            website: 'https://enriched.com',
+            industry: 'Technology',
+          },
+        },
+      });
+
+      expect(fields.website.value).toBe('mysite.com');
+      expect(fields.industry.value).toBe('Finance');
+    });
+
+    it('detects the locale from the browser, else the account locale', () => {
+      // jsdom reports navigator.language as 'en-US' -> base 'en' is enabled.
+      const { fields } = mountComposable({ account: { locale: 'de' } });
+      expect(fields.locale.value).toBe('en');
+
+      // No enabled language matches the browser -> fall back to account locale.
+      const { fields: other } = mountComposable({
+        account: { locale: 'de' },
+        enabledLanguages: [{ iso_639_1_code: 'es', name: 'Spanish' }],
+      });
+      expect(other.locale.value).toBe('de');
+    });
+  });
+
+  describe('isEnriching', () => {
+    it('is true while the account is on the enrichment step', () => {
+      const { isEnriching } = mountComposable({
+        account: { custom_attributes: { onboarding_step: 'enrichment' } },
+      });
+      expect(isEnriching.value).toBe(true);
+    });
+
+    it('is false on any other step', () => {
+      const { isEnriching } = mountComposable({
+        account: { custom_attributes: { onboarding_step: 'account_details' } },
+      });
+      expect(isEnriching.value).toBe(false);
+    });
+
+    it('times out after 30s, flipping to false and populating', () => {
+      vi.useFakeTimers();
+      try {
+        const { isEnriching, fields } = mountComposable({
+          account: {
+            custom_attributes: {
+              onboarding_step: 'enrichment',
+              company_size: '51-200',
+            },
+          },
+        });
+        expect(isEnriching.value).toBe(true);
+
+        vi.advanceTimersByTime(30000);
+
+        expect(isEnriching.value).toBe(false);
+        expect(fields.companySize.value).toBe('51-200');
+      } finally {
+        vi.useRealTimers();
+      }
+    });
+  });
+
+  describe('getChangedFields', () => {
+    it('lists only enrichable fields edited after auto-fill', () => {
+      const { fields, getChangedFields } = mountComposable({
+        account: {
+          custom_attributes: {
+            website: 'https://acme.com',
+            company_size: '11-50',
+            industry: 'Technology',
+          },
+        },
+      });
+
+      expect(getChangedFields()).toEqual([]);
+
+      fields.industry.value = 'Finance';
+      expect(getChangedFields()).toEqual(['industry']);
+    });
+  });
+});

app/javascript/dashboard/routes/dashboard/onboarding/specs/inbox-setup/HelpCenterCreationStatus.spec.js

@@ -0,0 +1,123 @@
+import { flushPromises, mount } from '@vue/test-utils';
+import HelpCenterCreationStatus from '../../inbox-setup/HelpCenterCreationStatus.vue';
+import OnboardingAPI from 'dashboard/api/onboarding';
+
+vi.mock('dashboard/api/onboarding', () => ({
+  default: {
+    getHelpCenterGeneration: vi.fn(),
+  },
+}));
+
+vi.mock('vue-i18n', () => ({
+  useI18n: () => ({
+    t: (key, params = {}) => {
+      if (key.endsWith('HELP_CENTER_CATEGORIES')) {
+        return `${params.count} categories`;
+      }
+      if (key.endsWith('HELP_CENTER_SUMMARY')) {
+        return `${params.count} articles across ${params.categories}`;
+      }
+      if (key.endsWith('HELP_CENTER_ARTICLES')) {
+        return `${params.count} articles`;
+      }
+      return key;
+    },
+  }),
+}));
+
+const mountStatus = () =>
+  mount(HelpCenterCreationStatus, {
+    global: {
+      stubs: {
+        CreationStatusRow: {
+          props: ['ready', 'title', 'description', 'status'],
+          template:
+            '<div data-test="row" :data-ready="ready">{{ status }}</div>',
+        },
+      },
+    },
+  });
+
+describe('HelpCenterCreationStatus', () => {
+  afterEach(() => {
+    vi.useRealTimers();
+    vi.clearAllMocks();
+  });
+
+  it('renders completed summary from the status endpoint', async () => {
+    OnboardingAPI.getHelpCenterGeneration.mockResolvedValue({
+      data: {
+        generation_id: 'generation-123',
+        state: { status: 'completed' },
+        articles_count: 3,
+        categories_count: 2,
+      },
+    });
+
+    const wrapper = mountStatus();
+    await flushPromises();
+
+    expect(wrapper.find('[data-test="row"]').attributes('data-ready')).toBe(
+      'true'
+    );
+    expect(wrapper.find('[data-test="row"]').text()).toBe(
+      '3 articles across 2 categories'
+    );
+  });
+
+  it('hides the row when generation is skipped', async () => {
+    OnboardingAPI.getHelpCenterGeneration.mockResolvedValue({
+      data: {
+        generation_id: 'generation-123',
+        state: { status: 'skipped' },
+      },
+    });
+
+    const wrapper = mountStatus();
+    await flushPromises();
+
+    expect(wrapper.find('[data-test="row"]').exists()).toBe(false);
+  });
+
+  it('polls while generating and stops after completion', async () => {
+    vi.useFakeTimers();
+    OnboardingAPI.getHelpCenterGeneration
+      .mockResolvedValueOnce({
+        data: {
+          generation_id: 'generation-123',
+          state: { status: 'generating' },
+          articles_count: 1,
+          categories_count: 0,
+        },
+      })
+      .mockResolvedValueOnce({
+        data: {
+          generation_id: 'generation-123',
+          state: { status: 'completed' },
+          articles_count: 2,
+          categories_count: 1,
+        },
+      });
+
+    const wrapper = mountStatus();
+    await flushPromises();
+
+    expect(wrapper.find('[data-test="row"]').text()).toBe('1 articles');
+
+    vi.advanceTimersByTime(5000);
+    await flushPromises();
+
+    expect(OnboardingAPI.getHelpCenterGeneration).toHaveBeenCalledTimes(2);
+    expect(wrapper.find('[data-test="row"]').attributes('data-ready')).toBe(
+      'true'
+    );
+    expect(wrapper.find('[data-test="row"]').text()).toBe(
+      '2 articles across 1 categories'
+    );
+
+    vi.advanceTimersByTime(5000);
+    await flushPromises();
+
+    expect(OnboardingAPI.getHelpCenterGeneration).toHaveBeenCalledTimes(2);
+  });
+});

app/javascript/dashboard/routes/dashboard/onboarding/specs/inbox-setup/InboxChannelsDialog.spec.js

@@ -0,0 +1,59 @@
+import { mount } from '@vue/test-utils';
+import { nextTick } from 'vue';
+import InboxChannelsDialog from '../../inbox-setup/InboxChannelsDialog.vue';
+
+vi.mock('vue-i18n', () => ({ useI18n: () => ({ t: key => key }) }));
+vi.mock('dashboard/composables/store', () => ({
+  useMapGetter: () => ({ value: {} }),
+}));
+vi.mock('../../inbox-setup/useChannelConnect', () => ({
+  useChannelConnect: () => ({
+    connectViaOAuth: vi.fn(),
+    connectWhatsapp: vi.fn(),
+  }),
+}));
+
+const mountDialog = () =>
+  mount(InboxChannelsDialog, {
+    props: { inboxes: [] },
+    global: {
+      stubs: {
+        Dialog: {
+          template: '<div><slot /></div>',
+          methods: { open() {}, close() {} },
+        },
+        InboxFacebookForm: { template: '<div data-test="fb-form" />' },
+        InboxChannelForm: { template: '<div data-test="channel-form" />' },
+        ChannelIcon: true,
+        Icon: true,
+      },
+    },
+  });
+
+describe('InboxChannelsDialog Facebook gating', () => {
+  afterEach(() => {
+    delete window.chatwootConfig;
+  });
+
+  it('opens the Facebook page picker when fbAppId is configured', async () => {
+    window.chatwootConfig = { fbAppId: 'fb-app' };
+    const wrapper = mountDialog();
+
+    wrapper.vm.open('facebook');
+    await nextTick();
+
+    expect(wrapper.find('[data-test="fb-form"]').exists()).toBe(true);
+  });
+
+  it('shows the grid (not the picker) when fbAppId is missing', async () => {
+    window.chatwootConfig = {};
+    const wrapper = mountDialog();
+
+    wrapper.vm.open('facebook');
+    await nextTick();
+
+    expect(wrapper.find('[data-test="fb-form"]').exists()).toBe(false);
+    // The channel grid renders its cards instead.
+    expect(wrapper.find('button').exists()).toBe(true);
+  });
+});

app/javascript/dashboard/routes/dashboard/onboarding/specs/inbox-setup/InboxFacebookForm.spec.js

@@ -0,0 +1,158 @@
+import { flushPromises, mount } from '@vue/test-utils';
+import { ref, nextTick } from 'vue';
+import InboxFacebookForm from '../../inbox-setup/InboxFacebookForm.vue';
+import { useFacebookPageConnect } from 'dashboard/composables/useFacebookPageConnect';
+
+vi.mock('vue-i18n', () => ({ useI18n: () => ({ t: key => key }) }));
+vi.mock('dashboard/composables', () => ({ useAlert: vi.fn() }));
+vi.mock('dashboard/store/utils/api', () => ({
+  parseAPIErrorResponse: vi.fn(),
+}));
+vi.mock('dashboard/composables/useFacebookPageConnect', () => ({
+  useFacebookPageConnect: vi.fn(),
+}));
+
+const { dispatch } = vi.hoisted(() => ({ dispatch: vi.fn() }));
+vi.mock('dashboard/composables/store', () => ({
+  useStore: () => ({ dispatch }),
+}));
+
+const NextButtonStub = {
+  props: ['label', 'disabled', 'isLoading'],
+  emits: ['click'],
+  template: `<button :disabled="disabled" @click="$emit('click')">{{ label }}</button>`,
+};
+const ComboBoxStub = {
+  props: ['modelValue', 'options'],
+  emits: ['update:modelValue'],
+  template: '<div data-test="combobox" />',
+};
+
+const PAGES = [
+  { id: 'p1', name: 'Page One', access_token: 'pt1' },
+  { id: 'p2', name: 'Page Two', access_token: 'pt2', exists: true },
+];
+
+const LAUNCH = 'ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.FACEBOOK_LAUNCH';
+const CONNECT = 'ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.CONNECT';
+
+let loginAndFetchPages;
+let preloadSdk;
+
+const mountForm = () =>
+  mount(InboxFacebookForm, {
+    global: {
+      stubs: {
+        NextButton: NextButtonStub,
+        ComboBox: ComboBoxStub,
+        Spinner: true,
+      },
+    },
+  });
+
+const clickButton = (wrapper, label) =>
+  wrapper
+    .findAll('button')
+    .find(button => button.text() === label)
+    .trigger('click');
+
+beforeEach(() => {
+  vi.clearAllMocks();
+  preloadSdk = vi.fn();
+  loginAndFetchPages = vi.fn();
+  useFacebookPageConnect.mockReturnValue({
+    isAuthenticating: ref(false),
+    preloadSdk,
+    loginAndFetchPages,
+  });
+  dispatch.mockResolvedValue({ id: 1 });
+});
+
+describe('InboxFacebookForm', () => {
+  it('preloads the SDK on mount', () => {
+    mountForm();
+    expect(preloadSdk).toHaveBeenCalled();
+  });
+
+  it('lists only connectable pages and creates an inbox for the selected one', async () => {
+    loginAndFetchPages.mockResolvedValue({
+      userAccessToken: 'tok',
+      pages: PAGES,
+    });
+    const wrapper = mountForm();
+
+    await clickButton(wrapper, LAUNCH);
+    await flushPromises();
+    await nextTick();
+
+    // p2 is already connected (exists), so only p1 is offered.
+    const combobox = wrapper.findComponent(ComboBoxStub);
+    expect(combobox.props('options')).toEqual([
+      { value: 'p1', label: 'Page One' },
+    ]);
+
+    combobox.vm.$emit('update:modelValue', 'p1');
+    await nextTick();
+
+    await clickButton(wrapper, CONNECT);
+    await flushPromises();
+
+    expect(dispatch).toHaveBeenCalledWith('inboxes/createFBChannel', {
+      user_access_token: 'tok',
+      page_access_token: 'pt1',
+      page_id: 'p1',
+      inbox_name: 'Page One',
+    });
+    expect(wrapper.emitted('created')).toBeTruthy();
+  });
+
+  it('shows the empty state when every page is already connected', async () => {
+    loginAndFetchPages.mockResolvedValue({
+      userAccessToken: 'tok',
+      pages: [
+        { id: 'p2', name: 'Page Two', access_token: 'pt2', exists: true },
+      ],
+    });
+    const wrapper = mountForm();
+
+    await clickButton(wrapper, LAUNCH);
+    await flushPromises();
+    await nextTick();
+
+    expect(wrapper.text()).toContain(
+      'ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.FACEBOOK_NO_PAGES'
+    );
+    expect(wrapper.find('[data-test="combobox"]').exists()).toBe(false);
+  });
+
+  it('shows an error when the connection fails', async () => {
+    loginAndFetchPages.mockRejectedValue(new Error('boom'));
+    const wrapper = mountForm();
+
+    await clickButton(wrapper, LAUNCH);
+    await flushPromises();
+    await nextTick();
+
+    expect(wrapper.text()).toContain(
+      'ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.FACEBOOK_ERROR'
+    );
+    expect(dispatch).not.toHaveBeenCalled();
+  });
+
+  it('stays on the connect prompt without an error when cancelled', async () => {
+    loginAndFetchPages.mockResolvedValue(null);
+    const wrapper = mountForm();
+
+    await clickButton(wrapper, LAUNCH);
+    await flushPromises();
+    await nextTick();
+
+    expect(wrapper.text()).not.toContain(
+      'ONBOARDING_INBOX_SETUP.CHANNELS_DIALOG.FACEBOOK_ERROR'
+    );
+    // Launch button is still available to retry.
+    expect(
+      wrapper.findAll('button').some(button => button.text() === LAUNCH)
+    ).toBe(true);
+  });
+});

app/javascript/dashboard/routes/dashboard/onboarding/specs/inbox-setup/channelMatchers.spec.js

@@ -0,0 +1,62 @@
+import {
+  findConnectedInbox,
+  isChannelConnected,
+} from '../../inbox-setup/channelMatchers';
+
+const WHATSAPP = { id: 1, channel_type: 'Channel::Whatsapp' };
+const GMAIL = { id: 2, channel_type: 'Channel::Email', provider: 'google' };
+const OUTLOOK = {
+  id: 3,
+  channel_type: 'Channel::Email',
+  provider: 'microsoft',
+};
+
+describe('channelMatchers', () => {
+  describe('findConnectedInbox', () => {
+    it('returns the inbox sharing the channel type', () => {
+      expect(
+        findConnectedInbox([WHATSAPP], { channel_type: 'Channel::Whatsapp' })
+      ).toBe(WHATSAPP);
+    });
+
+    it('matches email inboxes on provider', () => {
+      expect(
+        findConnectedInbox([OUTLOOK, GMAIL], {
+          channel_type: 'Channel::Email',
+          provider: 'google',
+        })
+      ).toBe(GMAIL);
+    });
+
+    it('does not match a different email provider', () => {
+      expect(
+        findConnectedInbox([OUTLOOK], {
+          channel_type: 'Channel::Email',
+          provider: 'google',
+        })
+      ).toBeUndefined();
+    });
+
+    it('returns undefined when nothing matches', () => {
+      expect(
+        findConnectedInbox([WHATSAPP], { channel_type: 'Channel::Telegram' })
+      ).toBeUndefined();
+    });
+  });
+
+  describe('isChannelConnected', () => {
+    it('is true when a matching inbox exists', () => {
+      expect(
+        isChannelConnected([WHATSAPP], { channel_type: 'Channel::Whatsapp' })
+      ).toBe(true);
+    });
+
+    it('is false when no inbox matches', () => {
+      expect(isChannelConnected([WHATSAPP], GMAIL)).toBe(false);
+    });
+
+    it('is false for a channel without an inbox stub', () => {
+      expect(isChannelConnected([WHATSAPP], undefined)).toBe(false);
+    });
+  });
+});

app/javascript/dashboard/routes/dashboard/onboarding/specs/inbox-setup/useDetectedChannels.spec.js

@@ -0,0 +1,300 @@
+import { defineComponent, h } from 'vue';
+import { createStore } from 'vuex';
+import { mount } from '@vue/test-utils';
+import { useRoute } from 'vue-router';
+import { useDetectedChannels } from '../../inbox-setup/useDetectedChannels';
+
+vi.mock('vue-router');
+
+// Mounts the composable against a real store and the real useAccount (only
+// useRoute and the underlying getters are faked), so a change to how useAccount
+// resolves the current account is exercised here too. The real ./constants are
+// used, so assertions validate against the actual channel identity (label keys,
+// channel_type, social ordering) derived from CHANNEL_LIST.
+const mountComposable = ({ brandInfo, inboxes = [] } = {}) => {
+  const store = createStore({
+    modules: {
+      accounts: {
+        namespaced: true,
+        getters: {
+          getAccount: () => () => ({
+            id: 1,
+            custom_attributes: { brand_info: brandInfo },
+          }),
+        },
+      },
+      inboxes: {
+        namespaced: true,
+        getters: { getInboxes: () => inboxes },
+      },
+    },
+  });
+
+  let result;
+  const Component = defineComponent({
+    setup() {
+      result = useDetectedChannels();
+      return () => h('div');
+    },
+  });
+  mount(Component, { global: { plugins: [store] } });
+  return result;
+};
+
+beforeEach(() => {
+  useRoute.mockReturnValue({ params: { accountId: '1' } });
+  // Configure the installation OAuth credentials so detected channels aren't
+  // hidden by the config gate; individual tests clear this to assert hiding.
+  window.chatwootConfig = {
+    fbAppId: 'fb',
+    instagramAppId: 'ig',
+    tiktokAppId: 'tt',
+    whatsappAppId: 'wa',
+    whatsappConfigurationId: 'wa-config',
+  };
+});
+
+afterEach(() => {
+  delete window.chatwootConfig;
+});
+
+describe('useDetectedChannels', () => {
+  describe('displayedChannels', () => {
+    it('maps detected socials with a url to channel rows', () => {
+      const { displayedChannels } = mountComposable({
+        brandInfo: {
+          socials: [
+            { type: 'whatsapp', url: 'https://wa.me/1-415-555-2671' },
+            { type: 'instagram', url: 'https://instagram.com/acme' },
+          ],
+        },
+      });
+
+      expect(displayedChannels.value).toEqual([
+        {
+          type: 'whatsapp',
+          handle: '+14155552671',
+          labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.WHATSAPP.TITLE',
+          inbox: { channel_type: 'Channel::Whatsapp' },
+        },
+        {
+          type: 'instagram',
+          handle: '@acme',
+          labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.INSTAGRAM.TITLE',
+          inbox: { channel_type: 'Channel::Instagram' },
+        },
+      ]);
+    });
+
+    it('skips socials without a url or with an unknown type', () => {
+      const { displayedChannels } = mountComposable({
+        brandInfo: {
+          socials: [
+            { type: 'telegram' }, // no url
+            { type: 'mastodon', url: 'https://mastodon.social/@acme' }, // unknown
+            { type: 'tiktok', url: 'https://tiktok.com/@acme' },
+          ],
+        },
+      });
+
+      expect(displayedChannels.value.map(channel => channel.type)).toEqual([
+        'tiktok',
+      ]);
+    });
+
+    it('uses the raw path for line and falls back to empty on a bad url', () => {
+      const { displayedChannels } = mountComposable({
+        brandInfo: {
+          socials: [
+            { type: 'line', url: 'https://line.me/acme' },
+            { type: 'facebook', url: 'not-a-url' },
+          ],
+        },
+      });
+
+      expect(displayedChannels.value).toEqual([
+        {
+          type: 'line',
+          handle: 'acme',
+          labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.LINE.TITLE',
+          inbox: { channel_type: 'Channel::Line' },
+        },
+        {
+          type: 'facebook',
+          handle: '',
+          labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.FACEBOOK.TITLE',
+          inbox: { channel_type: 'Channel::FacebookPage' },
+        },
+      ]);
+    });
+
+    it('omits the detected email channel while email is disabled for this phase', () => {
+      const { displayedChannels } = mountComposable({
+        brandInfo: {
+          email_provider: 'google',
+          email: 'support@acme.com',
+          socials: [{ type: 'whatsapp', url: 'https://wa.me/14155552671' }],
+        },
+      });
+
+      expect(displayedChannels.value.map(channel => channel.type)).toEqual([
+        'whatsapp',
+      ]);
+    });
+
+    it('falls back to the default channel suggestions when nothing is detected', () => {
+      const { displayedChannels } = mountComposable({ brandInfo: undefined });
+
+      // The configured mainstream channels, with no detected handle.
+      expect(displayedChannels.value).toEqual([
+        {
+          type: 'whatsapp',
+          handle: '',
+          labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.WHATSAPP.TITLE',
+          inbox: { channel_type: 'Channel::Whatsapp' },
+        },
+        {
+          type: 'facebook',
+          handle: '',
+          labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.FACEBOOK.TITLE',
+          inbox: { channel_type: 'Channel::FacebookPage' },
+        },
+        {
+          type: 'instagram',
+          handle: '',
+          labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.INSTAGRAM.TITLE',
+          inbox: { channel_type: 'Channel::Instagram' },
+        },
+      ]);
+    });
+
+    it('gates the default suggestions by installation config, keeping the list non-empty', () => {
+      window.chatwootConfig = {}; // no OAuth credentials configured
+      const { displayedChannels } = mountComposable({ brandInfo: undefined });
+
+      // Only the credential-free defaults survive (Telegram, LINE).
+      expect(displayedChannels.value.map(channel => channel.type)).toEqual([
+        'telegram',
+        'line',
+      ]);
+    });
+
+    it('hides detected channels whose installation OAuth credentials are missing', () => {
+      window.chatwootConfig = {}; // nothing configured
+      const { displayedChannels } = mountComposable({
+        brandInfo: {
+          socials: [
+            { type: 'facebook', url: 'https://facebook.com/acme' },
+            { type: 'line', url: 'https://line.me/acme' },
+          ],
+        },
+      });
+
+      // Facebook needs fbAppId (absent → hidden); LINE needs no install credential.
+      expect(displayedChannels.value.map(channel => channel.type)).toEqual([
+        'line',
+      ]);
+    });
+  });
+
+  describe('remainingChannels', () => {
+    it('returns the platforms not already shown as default rows', () => {
+      // Nothing detected → displayed falls back to the defaults (WhatsApp,
+      // Facebook, Instagram), so the footer previews the remaining platforms.
+      const { remainingChannels } = mountComposable({ brandInfo: {} });
+
+      expect(remainingChannels.value).toEqual([
+        {
+          type: 'line',
+          labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.LINE.TITLE',
+          inbox: { channel_type: 'Channel::Line' },
+        },
+        {
+          type: 'telegram',
+          labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.TELEGRAM.TITLE',
+          inbox: { channel_type: 'Channel::Telegram' },
+        },
+        {
+          type: 'tiktok',
+          labelKey: 'INBOX_MGMT.ADD.AUTH.CHANNEL.TIKTOK.TITLE',
+          inbox: { channel_type: 'Channel::Tiktok' },
+        },
+      ]);
+    });
+
+    it('excludes already-detected socials, preserving order', () => {
+      const { remainingChannels } = mountComposable({
+        brandInfo: {
+          socials: [{ type: 'whatsapp', url: 'https://wa.me/14155552671' }],
+        },
+      });
+
+      expect(remainingChannels.value.map(channel => channel.type)).toEqual([
+        'facebook',
+        'line',
+        'instagram',
+      ]);
+    });
+
+    it('excludes channels whose installation OAuth credentials are missing', () => {
+      window.chatwootConfig = {}; // nothing configured
+      const { remainingChannels } = mountComposable({ brandInfo: {} });
+
+      // The only configured channels (Telegram, LINE) are shown as default rows,
+      // and every other platform is gated out — so nothing remains for the footer.
+      expect(remainingChannels.value).toEqual([]);
+    });
+  });
+
+  describe('connectedInbox', () => {
+    it('returns the real inbox sharing the channel type', () => {
+      const inbox = {
+        id: 1,
+        channel_type: 'Channel::Whatsapp',
+        name: 'WA Biz',
+      };
+      const { connectedInbox } = mountComposable({
+        brandInfo: {},
+        inboxes: [inbox],
+      });
+
+      expect(
+        connectedInbox({ inbox: { channel_type: 'Channel::Whatsapp' } })
+      ).toBe(inbox);
+    });
+
+    it('matches email inboxes on provider', () => {
+      const gmail = {
+        id: 1,
+        channel_type: 'Channel::Email',
+        provider: 'google',
+      };
+      const outlook = {
+        id: 2,
+        channel_type: 'Channel::Email',
+        provider: 'microsoft',
+      };
+      const { connectedInbox } = mountComposable({
+        brandInfo: {},
+        inboxes: [outlook, gmail],
+      });
+
+      expect(
+        connectedInbox({
+          inbox: { channel_type: 'Channel::Email', provider: 'google' },
+        })
+      ).toBe(gmail);
+    });
+
+    it('returns undefined when nothing matches', () => {
+      const { connectedInbox } = mountComposable({
+        brandInfo: {},
+        inboxes: [],
+      });
+
+      expect(
+        connectedInbox({ inbox: { channel_type: 'Channel::Telegram' } })
+      ).toBeUndefined();
+    });
+  });
+});

app/javascript/dashboard/routes/dashboard/settings/account/components/AutoResolve.vue

@@ -5,7 +5,7 @@ import { useI18n } from 'vue-i18n';
 import { useAccount } from 'dashboard/composables/useAccount';
 import { useAlert } from 'dashboard/composables';
 import WithLabel from 'v3/components/Form/WithLabel.vue';
-import TextArea from 'next/textarea/TextArea.vue';
+import Editor from 'next/Editor/Editor.vue';
 import Switch from 'next/switch/Switch.vue';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 import DurationInput from 'next/input/DurationInput.vue';
@@ -162,9 +162,13 @@ const toggleAutoResolve = async () => {
           :label="t('GENERAL_SETTINGS.FORM.AUTO_RESOLVE.MESSAGE.LABEL')"
           :help-message="t('GENERAL_SETTINGS.FORM.AUTO_RESOLVE.MESSAGE.HELP')"
         >
-          <TextArea
+          <Editor
             v-model="message"
             class="w-full"
+            channel-type="Context::NoToolbar"
+            enable-variables
+            :enable-canned-responses="false"
+            :show-character-count="false"
             :placeholder="
               t('GENERAL_SETTINGS.FORM.AUTO_RESOLVE.MESSAGE.PLACEHOLDER')
             "

app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/constants.js

@@ -10,6 +10,9 @@ export const LONGEST_WAITING = 'longest_waiting';
 export const DEFAULT_FAIR_DISTRIBUTION_LIMIT = 100;
 export const DEFAULT_FAIR_DISTRIBUTION_WINDOW = 3600;
 
+// Default age threshold for excluding stale unassigned conversations (7 days)
+export const DEFAULT_EXCLUDE_OLDER_THAN_HOURS = 168;
+
 // Options groupings
 export const OPTIONS = {
   ORDER: [ROUND_ROBIN, BALANCED],

app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/AgentAssignmentEditPage.vue

@@ -106,6 +106,7 @@ const formData = computed(() => ({
     selectedPolicy.value?.conversationPriority || EARLIEST_CREATED,
   fairDistributionLimit: selectedPolicy.value?.fairDistributionLimit || 100,
   fairDistributionWindow: selectedPolicy.value?.fairDistributionWindow || 3600,
+  excludeOlderThanHours: selectedPolicy.value?.excludeOlderThanHours ?? null,
 }));
 
 const handleDeleteInbox = async inboxId => {

app/javascript/dashboard/routes/dashboard/settings/assignmentPolicy/pages/components/AgentAssignmentPolicyForm.vue

@@ -8,6 +8,8 @@ import RadioCard from 'dashboard/components-next/radioCard/RadioCard.vue';
 import FairDistribution from 'dashboard/components-next/AssignmentPolicy/components/FairDistribution.vue';
 import DataTable from 'dashboard/components-next/AssignmentPolicy/components/DataTable.vue';
 import AddDataDropdown from 'dashboard/components-next/AssignmentPolicy/components/AddDataDropdown.vue';
+import DurationInput from 'dashboard/components-next/input/DurationInput.vue';
+import { DURATION_UNITS } from 'dashboard/components-next/input/constants';
 import WithLabel from 'v3/components/Form/WithLabel.vue';
 import Button from 'dashboard/components-next/button/Button.vue';
 import {
@@ -16,6 +18,7 @@ import {
   EARLIEST_CREATED,
   DEFAULT_FAIR_DISTRIBUTION_LIMIT,
   DEFAULT_FAIR_DISTRIBUTION_WINDOW,
+  DEFAULT_EXCLUDE_OLDER_THAN_HOURS,
 } from 'dashboard/routes/dashboard/settings/assignmentPolicy/constants';
 
 const props = defineProps({
@@ -28,6 +31,7 @@ const props = defineProps({
       conversationPriority: EARLIEST_CREATED,
       fairDistributionLimit: DEFAULT_FAIR_DISTRIBUTION_LIMIT,
       fairDistributionWindow: DEFAULT_FAIR_DISTRIBUTION_WINDOW,
+      excludeOlderThanHours: DEFAULT_EXCLUDE_OLDER_THAN_HOURS,
     }),
   },
   mode: {
@@ -56,7 +60,6 @@ const props = defineProps({
     default: false,
   },
 });
-
 const emit = defineEmits([
   'submit',
   'addInbox',
@@ -64,6 +67,9 @@ const emit = defineEmits([
   'navigateToInbox',
   'validationChange',
 ]);
+// Duration limits for the stale-conversation threshold: 1 hour to 999 days (in minutes)
+const MIN_EXCLUSION_MINUTES = 60;
+const MAX_EXCLUSION_MINUTES = 1438560;
 
 const { t } = useI18n();
 const route = useRoute();
@@ -83,12 +89,28 @@ const state = reactive({
   conversationPriority: EARLIEST_CREATED,
   fairDistributionLimit: DEFAULT_FAIR_DISTRIBUTION_LIMIT,
   fairDistributionWindow: DEFAULT_FAIR_DISTRIBUTION_WINDOW,
+  excludeOlderThanHours: DEFAULT_EXCLUDE_OLDER_THAN_HOURS,
 });
 
 const validationState = ref({
   isValid: false,
 });
 
+const exclusionUnit = ref(DURATION_UNITS.DAYS);
+
+// DurationInput works in minutes; the policy stores hours, so bridge the two
+const excludeOlderThanMinutes = computed({
+  get() {
+    return state.excludeOlderThanHours == null
+      ? null
+      : state.excludeOlderThanHours * 60;
+  },
+  set(minutes) {
+    state.excludeOlderThanHours =
+      minutes == null ? null : Math.round(minutes / 60);
+  },
+});
+
 const createOption = (
   type,
   key,
@@ -170,6 +192,7 @@ const resetForm = () => {
     conversationPriority: EARLIEST_CREATED,
     fairDistributionLimit: DEFAULT_FAIR_DISTRIBUTION_LIMIT,
     fairDistributionWindow: DEFAULT_FAIR_DISTRIBUTION_WINDOW,
+    excludeOlderThanHours: DEFAULT_EXCLUDE_OLDER_THAN_HOURS,
   });
 };
 
@@ -177,10 +200,17 @@ const handleSubmit = () => {
   emit('submit', { ...state });
 };
 
+// Pick the display unit from the stored value so non-day thresholds (e.g. 25h) don't get floored
+const detectExclusionUnit = hours => {
+  exclusionUnit.value =
+    hours && hours % 24 !== 0 ? DURATION_UNITS.HOURS : DURATION_UNITS.DAYS;
+};
+
 watch(
   () => props.initialData,
   newData => {
     Object.assign(state, newData);
+    detectExclusionUnit(newData.excludeOlderThanHours);
   },
   { immediate: true, deep: true }
 );
@@ -247,6 +277,27 @@ defineExpose({
           v-model:window-unit="state.windowUnit"
         />
       </div>
+
+      <div class="pt-4 pb-2 flex-col flex gap-4">
+        <div class="flex flex-col items-start gap-1 py-1">
+          <label class="text-sm font-medium text-n-slate-12 py-1">
+            {{ t(`${BASE_KEY}.FORM.EXCLUDE_OLDER_THAN.LABEL`) }}
+          </label>
+          <p class="mb-0 text-n-slate-11 text-sm">
+            {{ t(`${BASE_KEY}.FORM.EXCLUDE_OLDER_THAN.DESCRIPTION`) }}
+          </p>
+        </div>
+        <div
+          class="flex items-center gap-2 [&>select]:!bg-n-alpha-2 [&>select]:!outline-none [&>select]:hover:brightness-110"
+        >
+          <DurationInput
+            v-model:unit="exclusionUnit"
+            v-model:model-value="excludeOlderThanMinutes"
+            :min="MIN_EXCLUSION_MINUTES"
+            :max="MAX_EXCLUSION_MINUTES"
+          />
+        </div>
+      </div>
     </div>
 
     <Button

app/javascript/dashboard/routes/dashboard/settings/inbox/components/AccountHealth.vue

@@ -144,8 +144,10 @@ const showWebhookSection = computed(
   () => props.healthData?.webhook_configuration !== undefined
 );
 
+// Phone-level override takes precedence over WABA-level (application), so prefer it.
 const webhookUrl = computed(
   () =>
+    props.healthData?.webhook_configuration?.phone_number ||
     props.healthData?.webhook_configuration?.whatsapp_business_account ||
     props.healthData?.webhook_configuration?.application
 );

app/javascript/dashboard/routes/dashboard/settings/teams/Index.vue

@@ -11,6 +11,7 @@ import { useI18n } from 'vue-i18n';
 
 import Icon from 'dashboard/components-next/icon/Icon.vue';
 import Button from 'dashboard/components-next/button/Button.vue';
+import EmojiIcon from 'dashboard/components-next/emoji-icon-picker/EmojiIcon.vue';
 
 const store = useStore();
 const { t } = useI18n();
@@ -123,9 +124,16 @@ const confirmPlaceHolderText = computed(() =>
         >
           <div class="flex items-start gap-4">
             <div
-              class="flex items-center flex-shrink-0 size-10 justify-center rounded-xl outline outline-1 outline-n-weak -outline-offset-1"
+              class="flex items-center flex-shrink-0 size-10 justify-center rounded-xl outline outline-1 outline-n-weak -outline-offset-1 text-lg"
             >
+              <EmojiIcon
+                v-if="team.icon"
+                :value="team.icon"
+                :color="team.icon_color"
+                class="size-5"
+              />
               <Icon
+                v-else
                 icon="i-lucide-users-round"
                 class="size-4 text-n-slate-11"
               />

app/javascript/dashboard/routes/dashboard/settings/teams/TeamForm.vue

@@ -1,15 +1,27 @@
 <script>
 import validations from './helpers/validations';
 import FormInput from 'v3/components/Form/Input.vue';
-import { reactive } from 'vue';
+import { reactive, ref, defineAsyncComponent } from 'vue';
 import { useVuelidate } from '@vuelidate/core';
+import { OnClickOutside } from '@vueuse/components';
 
 import NextButton from 'dashboard/components-next/button/Button.vue';
+import EmojiIcon from 'dashboard/components-next/emoji-icon-picker/EmojiIcon.vue';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
+
+const EmojiIconPicker = defineAsyncComponent(
+  () =>
+    import('dashboard/components-next/emoji-icon-picker/EmojiIconPicker.vue')
+);
 
 export default {
   components: {
     NextButton,
     FormInput,
+    OnClickOutside,
+    EmojiIcon,
+    Icon,
+    EmojiIconPicker,
   },
   props: {
     onSubmit: {
@@ -35,19 +47,38 @@ export default {
       description = '',
       name: title = '',
       allow_auto_assign: allowAutoAssign = true,
+      icon = '',
+      icon_color: iconColor = '',
     } = formData;
 
     const state = reactive({
       description,
       title,
       allowAutoAssign,
+      icon,
+      iconColor,
     });
 
+    const isIconPickerOpen = ref(false);
+
     const rules = validations;
     const v$ = useVuelidate(rules, state);
-    return { state, v$ };
+    return { state, v$, isIconPickerOpen };
   },
   methods: {
+    onSelectIcon({ type, value, color }) {
+      this.state.icon = value;
+      this.state.iconColor = type === 'icon' ? color : '';
+      this.isIconPickerOpen = false;
+    },
+    onColorChange(color) {
+      this.state.iconColor = color;
+    },
+    onRemoveIcon() {
+      this.state.icon = '';
+      this.state.iconColor = '';
+      this.isIconPickerOpen = false;
+    },
     handleSubmit() {
       this.v$.$touch();
       if (this.v$.$invalid) {
@@ -57,6 +88,8 @@ export default {
         description: this.state.description,
         name: this.state.title,
         allow_auto_assign: this.state.allowAutoAssign,
+        icon: this.state.icon,
+        icon_color: this.state.iconColor,
       });
     },
   },
@@ -66,16 +99,49 @@ export default {
 <template>
   <div class="flex-shrink-0 w-full">
     <form class="mx-0 grid gap-4" @submit.prevent="handleSubmit">
-      <FormInput
-        v-model="state.title"
-        name="title"
-        spacing="compact"
-        :label="$t('TEAMS_SETTINGS.FORM.NAME.LABEL')"
-        :placeholder="$t('TEAMS_SETTINGS.FORM.NAME.PLACEHOLDER')"
-        :has-error="v$.title.$error"
-        :error-message="v$.title.$error ? v$.title.$errors[0].$message : ''"
-        @blur="v$.title.$touch"
-      />
+      <div class="relative">
+        <FormInput
+          v-model="state.title"
+          class="!ps-12"
+          name="title"
+          spacing="compact"
+          :label="$t('TEAMS_SETTINGS.FORM.NAME.LABEL')"
+          :placeholder="$t('TEAMS_SETTINGS.FORM.NAME.PLACEHOLDER')"
+          :has-error="v$.title.$error"
+          :error-message="v$.title.$error ? v$.title.$errors[0].$message : ''"
+          @blur="v$.title.$touch"
+        />
+        <OnClickOutside
+          class="absolute top-[1.75rem] start-0"
+          @trigger="isIconPickerOpen = false"
+        >
+          <NextButton
+            type="button"
+            variant="ghost"
+            color="slate"
+            class="text-lg !size-[2.5rem] !p-0 ltr:!rounded-r-none rtl:!rounded-l-none"
+            @click="isIconPickerOpen = !isIconPickerOpen"
+          >
+            <EmojiIcon
+              v-if="state.icon"
+              :value="state.icon"
+              :color="state.iconColor"
+              class="size-5 text-xl !leading-5"
+            />
+            <Icon v-else icon="i-lucide-smile-plus " class="size-4" />
+          </NextButton>
+          <EmojiIconPicker
+            v-if="isIconPickerOpen"
+            class="start-0 top-10"
+            :value="state.icon"
+            :color="state.iconColor"
+            show-remove-button
+            @select="onSelectIcon"
+            @color-change="onColorChange"
+            @remove="onRemoveIcon"
+          />
+        </OnClickOutside>
+      </div>
       <FormInput
         v-model="state.description"
         name="description"

app/javascript/dashboard/routes/index.js

@@ -7,9 +7,12 @@ import { validateLoggedInRoutes } from '../helper/routeHelpers';
 import { isOnOnboardingView } from 'v3/helpers/RouteHelper';
 import AnalyticsHelper from '../helper/AnalyticsHelper';
 
-const ONBOARDING_STEPS = ['account_details', 'enrichment'];
+const ONBOARDING_STEPS = ['account_details', 'enrichment', 'inbox_setup'];
 const routes = [...dashboard.routes];
 
+const onboardingPath = step =>
+  step === 'inbox_setup' ? 'onboarding/inbox-setup' : 'onboarding';
+
 export const router = createRouter({ history: createWebHistory(), routes });
 
 export const validateAuthenticateRoutePermission = async (to, next) => {
@@ -39,12 +42,18 @@ export const validateAuthenticateRoutePermission = async (to, next) => {
     isActive;
 
   if (to.name === 'no_accounts' || !to.name) {
-    const target = needsOnboarding ? 'onboarding' : 'dashboard';
+    const target = needsOnboarding
+      ? onboardingPath(userAccount?.onboarding_step)
+      : 'dashboard';
     return next(frontendURL(`accounts/${routeAccountId}/${target}`));
   }
 
   if (needsOnboarding && !isOnOnboardingView(to)) {
-    return next(frontendURL(`accounts/${routeAccountId}/onboarding`));
+    return next(
+      frontendURL(
+        `accounts/${routeAccountId}/${onboardingPath(userAccount?.onboarding_step)}`
+      )
+    );
   }
   if (!needsOnboarding && isOnOnboardingView(to)) {
     return next(frontendURL(`accounts/${routeAccountId}/dashboard`));

app/javascript/dashboard/store/modules/conversations/actions.js

@@ -223,8 +223,11 @@ const actions = {
     }
   },
 
-  setCurrentChatAssignee({ commit }, { conversationId, assignee }) {
-    commit(types.ASSIGN_AGENT, { conversationId, assignee });
+  setCurrentChatAssignee(
+    { commit },
+    { conversationId, assignee, assigneeType }
+  ) {
+    commit(types.ASSIGN_AGENT, { conversationId, assignee, assigneeType });
   },
 
   assignTeam: async ({ dispatch }, { conversationId, teamId }) => {

app/javascript/dashboard/store/modules/conversations/index.js

@@ -108,10 +108,13 @@ export const mutations = {
     }
   },
 
-  [types.ASSIGN_AGENT](_state, { conversationId, assignee }) {
+  [types.ASSIGN_AGENT](_state, { conversationId, assignee, assigneeType }) {
     const chat = getConversationById(_state)(conversationId);
     if (chat) {
       chat.meta.assignee = assignee;
+      if (assigneeType !== undefined) {
+        chat.meta.assignee_type = assigneeType;
+      }
     }
   },
 

app/javascript/dashboard/store/modules/specs/conversations/mutations.spec.js

@@ -716,6 +716,21 @@ describe('#mutations', () => {
       expect(state.allConversations[0].meta.assignee).toEqual(assignee);
       expect(state.allConversations[1].meta.assignee).toBeUndefined();
     });
+
+    it('should update assignee type when provided', () => {
+      const assignee = { id: 1, name: 'Agent' };
+      const state = {
+        allConversations: [{ id: 1, meta: { assignee_type: 'AgentBot' } }],
+      };
+
+      mutations[types.ASSIGN_AGENT](state, {
+        conversationId: 1,
+        assignee,
+        assigneeType: 'User',
+      });
+
+      expect(state.allConversations[0].meta.assignee_type).toEqual('User');
+    });
   });
 
   describe('#ASSIGN_PRIORITY', () => {

app/javascript/shared/components/ui/MultiselectDropdown.vue

@@ -6,6 +6,7 @@ import { useToggle } from '@vueuse/core';
 import Button from 'dashboard/components-next/button/Button.vue';
 import Avatar from 'next/avatar/Avatar.vue';
 import Icon from 'dashboard/components-next/icon/Icon.vue';
+import EmojiIcon from 'dashboard/components-next/emoji-icon-picker/EmojiIcon.vue';
 import MultiselectDropdownItems from 'shared/components/ui/MultiselectDropdownItems.vue';
 
 const props = defineProps({
@@ -37,6 +38,10 @@ const props = defineProps({
     type: String,
     default: 'Search',
   },
+  showEmojiIcon: {
+    type: Boolean,
+    default: false,
+  },
 });
 
 const emit = defineEmits(['select']);
@@ -96,8 +101,18 @@ const hasIcon = computed(() => {
           hide-offline-status
           rounded-full
         />
+        <div
+          v-if="hasValue && hasIcon && showEmojiIcon"
+          class="flex items-center justify-center flex-shrink-0 text-sm rounded-full size-6 outline outline-1 -outline-offset-1 outline-n-weak"
+        >
+          <EmojiIcon
+            :value="selectedItem.icon"
+            :color="selectedItem.icon_color"
+            class="size-3.5 !text-sm"
+          />
+        </div>
         <Icon
-          v-if="hasValue && hasIcon"
+          v-else-if="hasValue && hasIcon"
           :icon="selectedItem.icon"
           class="size-5 text-n-slate-11"
         />
@@ -124,6 +139,7 @@ const hasIcon = computed(() => {
           :has-thumbnail="hasThumbnail"
           :input-placeholder="inputPlaceholder"
           :no-search-result="noSearchResult"
+          :show-emoji-icon="showEmojiIcon"
           @select="onClickSelectItem"
         />
       </div>

app/javascript/shared/components/ui/MultiselectDropdownItems.vue

@@ -3,6 +3,7 @@ import WootDropdownItem from 'shared/components/ui/dropdown/DropdownItem.vue';
 import WootDropdownMenu from 'shared/components/ui/dropdown/DropdownMenu.vue';
 import Avatar from 'next/avatar/Avatar.vue';
 import Icon from 'dashboard/components-next/icon/Icon.vue';
+import EmojiIcon from 'dashboard/components-next/emoji-icon-picker/EmojiIcon.vue';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 
 export default {
@@ -11,6 +12,7 @@ export default {
     WootDropdownMenu,
     Avatar,
     Icon,
+    EmojiIcon,
     NextButton,
   },
 
@@ -35,6 +37,10 @@ export default {
       type: String,
       default: 'No results found',
     },
+    showEmojiIcon: {
+      type: Boolean,
+      default: false,
+    },
   },
   emits: ['select'],
 
@@ -116,8 +122,18 @@ export default {
                 hide-offline-status
                 rounded-full
               />
+              <div
+                v-if="option.icon && showEmojiIcon"
+                class="flex items-center justify-center flex-shrink-0 text-sm rounded-full size-6 outline outline-1 -outline-offset-1 outline-n-weak"
+              >
+                <EmojiIcon
+                  :value="option.icon"
+                  :color="option.icon_color"
+                  class="size-3.5 !text-sm"
+                />
+              </div>
               <Icon
-                v-if="option.icon"
+                v-else-if="option.icon"
                 :icon="option.icon"
                 class="size-5 text-n-slate-11"
               />

app/javascript/shared/helpers/IntegrationHelper.js

@@ -1,5 +1,11 @@
-const DYTE_MEETING_LINK = 'https://app.dyte.io/v2/meeting';
+const DYTE_MEETING_LINK = 'https://examples.realtime.cloudflare.com/meeting/';
 
 export const buildDyteURL = dyteAuthToken => {
-  return `${DYTE_MEETING_LINK}?authToken=${dyteAuthToken}&showSetupScreen=true&disableVideoBackground=true`;
+  const params = new URLSearchParams({
+    authToken: dyteAuthToken,
+    showSetupScreen: true,
+    disableVideoBackground: true,
+  });
+
+  return `${DYTE_MEETING_LINK}?${params.toString()}`;
 };

app/models/account.rb

@@ -54,7 +54,7 @@ class Account < ApplicationRecord
   store_accessor :settings, :captain_models, :captain_features
   store_accessor :settings, :reporting_timezone
   store_accessor :settings, :keep_pending_on_bot_failure
-  store_accessor :settings, :captain_auto_resolve_mode
+  store_accessor :settings, :captain_auto_resolve_mode, :captain_false_promise_harness_enabled
   include AccountCaptainAutoResolve
 
   has_many :account_users, dependent: :destroy_async

app/models/assignment_policy.rb

@@ -7,6 +7,7 @@
 #  conversation_priority    :integer          default("earliest_created"), not null
 #  description              :text
 #  enabled                  :boolean          default(TRUE), not null
+#  exclude_older_than_hours :integer          default(168)
 #  fair_distribution_limit  :integer          default(100), not null
 #  fair_distribution_window :integer          default(3600), not null
 #  name                     :string(255)      not null
@@ -28,6 +29,7 @@ class AssignmentPolicy < ApplicationRecord
   validates :name, presence: true, uniqueness: { scope: :account_id }
   validates :fair_distribution_limit, numericality: { greater_than: 0 }
   validates :fair_distribution_window, numericality: { greater_than: 0 }
+  validates :exclude_older_than_hours, numericality: { only_integer: true, greater_than: 0 }, allow_nil: true
 
   enum conversation_priority: { earliest_created: 0, longest_waiting: 1 }
 

app/models/concerns/account_settings_schema.rb

@@ -1,6 +1,9 @@
 module AccountSettingsSchema
   extend ActiveSupport::Concern
 
+  CAPTAIN_MODEL_PROPERTIES = Llm::Models.feature_keys.index_with { { 'type': %w[string null] } }.freeze
+  CAPTAIN_FEATURE_PROPERTIES = Llm::Models.feature_keys.index_with { { 'type': %w[boolean null] } }.freeze
+
   SETTINGS_PARAMS_SCHEMA = {
     'type': 'object',
     'properties':
@@ -12,32 +15,19 @@ module AccountSettingsSchema
         'auto_resolve_label': { 'type': %w[string null] },
         'keep_pending_on_bot_failure': { 'type': %w[boolean null] },
         'captain_auto_resolve_mode': { 'type': %w[string null], 'enum': ['evaluated', 'legacy', 'disabled', nil] },
+        'captain_false_promise_harness_enabled': { 'type': %w[boolean null] },
         'conversation_required_attributes': {
           'type': %w[array null],
           'items': { 'type': 'string' }
         },
         'captain_models': {
           'type': %w[object null],
-          'properties': {
-            'editor': { 'type': %w[string null] },
-            'assistant': { 'type': %w[string null] },
-            'copilot': { 'type': %w[string null] },
-            'label_suggestion': { 'type': %w[string null] },
-            'audio_transcription': { 'type': %w[string null] },
-            'help_center_search': { 'type': %w[string null] }
-          },
+          'properties': CAPTAIN_MODEL_PROPERTIES,
           'additionalProperties': false
         },
         'captain_features': {
           'type': %w[object null],
-          'properties': {
-            'editor': { 'type': %w[boolean null] },
-            'assistant': { 'type': %w[boolean null] },
-            'copilot': { 'type': %w[boolean null] },
-            'label_suggestion': { 'type': %w[boolean null] },
-            'audio_transcription': { 'type': %w[boolean null] },
-            'help_center_search': { 'type': %w[boolean null] }
-          },
+          'properties': CAPTAIN_FEATURE_PROPERTIES,
           'additionalProperties': false
         }
       },

app/models/concerns/captain_featurable.rb

@@ -4,6 +4,7 @@ module CaptainFeaturable
   extend ActiveSupport::Concern
 
   included do
+    before_validation :normalize_captain_models
     validate :validate_captain_models
 
     # Dynamically define accessor methods for each captain feature
@@ -30,14 +31,8 @@ module CaptainFeaturable
   private
 
   def captain_models_with_defaults
-    stored_models = captain_models || {}
-    Llm::Models.feature_keys.each_with_object({}) do |feature_key, result|
-      stored_value = stored_models[feature_key]
-      result[feature_key] = if stored_value.present? && Llm::Models.valid_model_for?(feature_key, stored_value)
-                              stored_value
-                            else
-                              Llm::Models.default_model_for(feature_key)
-                            end
+    Llm::Models.feature_keys.index_with do |feature_key|
+      Llm::FeatureRouter.resolve(feature: feature_key, account: self)[:model]
     end
   end
 
@@ -52,11 +47,27 @@ module CaptainFeaturable
     return if captain_models.blank?
 
     captain_models.each do |feature_key, model_name|
-      next if model_name.blank?
+      unless Llm::Models.feature?(feature_key)
+        errors.add(:captain_models, "'#{feature_key}' is not a known feature")
+        next
+      end
+
       next if Llm::Models.valid_model_for?(feature_key, model_name)
 
       allowed_models = Llm::Models.models_for(feature_key)
       errors.add(:captain_models, "'#{model_name}' is not a valid model for #{feature_key}. Allowed: #{allowed_models.join(', ')}")
     end
   end
+
+  def normalize_captain_models
+    return unless captain_models.is_a?(Hash)
+
+    normalized_models = captain_models.each_with_object({}) do |(feature_key, model_name), result|
+      next if model_name.blank?
+
+      result[feature_key.to_s] = model_name.to_s
+    end
+
+    self.captain_models = normalized_models.presence
+  end
 end

app/models/integrations/hook.rb

@@ -30,6 +30,7 @@ class Integrations::Hook < ApplicationRecord
   validate :validate_settings_json_schema
   validate :ensure_feature_enabled
   validate :validate_openai_api_key, if: :validate_openai_api_key?
+  validate :validate_cloudflare_realtimekit_credentials, if: :validate_cloudflare_realtimekit_credentials?
   validates :app_id, uniqueness: { scope: [:account_id], unless: -> { app.present? && app.params[:allow_multiple_hooks].present? } }
 
   # TODO: This seems to be only used for slack at the moment
@@ -61,6 +62,10 @@ class Integrations::Hook < ApplicationRecord
     app_id == 'openai'
   end
 
+  def dyte?
+    app_id == 'dyte'
+  end
+
   def notion?
     app_id == 'notion'
   end
@@ -96,6 +101,7 @@ class Integrations::Hook < ApplicationRecord
 
   def validate_settings_json_schema
     return if app.blank? || app.params[:settings_json_schema].blank?
+    return if legacy_dyte_settings_unchanged?
 
     errors.add(:settings, ': Invalid settings data') unless JSONSchemer.schema(app.params[:settings_json_schema]).valid?(settings)
   end
@@ -106,18 +112,57 @@ class Integrations::Hook < ApplicationRecord
     openai? && enabled? && (new_record? || openai_api_key_changed? || will_save_change_to_status?)
   end
 
+  def validate_cloudflare_realtimekit_credentials?
+    dyte? && enabled? && !legacy_dyte_settings_unchanged? &&
+      (new_record? || cloudflare_realtimekit_credentials_changed? || will_save_change_to_status?)
+  end
+
   def openai_api_key_changed?
     settings_api_key(settings) != settings_api_key(settings_in_database)
   end
 
+  def cloudflare_realtimekit_credentials_changed?
+    settings_cloudflare_realtimekit_credentials(settings) != settings_cloudflare_realtimekit_credentials(settings_in_database)
+  end
+
+  def legacy_dyte_settings_unchanged?
+    dyte? && persisted? && !will_save_change_to_settings? && legacy_dyte_settings?(settings_in_database)
+  end
+
+  def legacy_dyte_settings?(value)
+    return false if value.blank?
+
+    %w[organization_id api_key].any? { |key| settings_value(value, key).present? } &&
+      %w[account_id app_id api_token].none? { |key| settings_value(value, key).present? }
+  end
+
   def validate_openai_api_key
     return if Integrations::Openai::KeyValidator.valid?(settings_api_key(settings))
 
     errors.add(:base, I18n.t('errors.openai.invalid_api_key'))
   end
 
+  def validate_cloudflare_realtimekit_credentials
+    result = Integrations::Cloudflare::RealtimeKitCredentialsValidator.validate(*settings_cloudflare_realtimekit_credentials(settings))
+    return if result.success?
+
+    errors.add(:base, I18n.t("errors.cloudflare.realtimekit.#{result.error}"))
+  end
+
   def settings_api_key(value)
-    value&.dig('api_key') || value&.dig(:api_key)
+    settings_value(value, 'api_key')
+  end
+
+  def settings_cloudflare_realtimekit_credentials(value)
+    [
+      settings_value(value, 'account_id'),
+      settings_value(value, 'app_id'),
+      settings_value(value, 'api_token')
+    ]
+  end
+
+  def settings_value(value, key)
+    value&.dig(key) || value&.dig(key.to_sym)
   end
 
   def trigger_setup_if_crm

app/models/team.rb

@@ -5,6 +5,8 @@
 #  id                :bigint           not null, primary key
 #  allow_auto_assign :boolean          default(TRUE)
 #  description       :text
+#  icon              :string           default("")
+#  icon_color        :string           default("")
 #  name              :string           not null
 #  created_at        :datetime         not null
 #  updated_at        :datetime         not null
@@ -62,7 +64,9 @@ class Team < ApplicationRecord
   def push_event_data
     {
       id: id,
-      name: name
+      name: name,
+      icon: icon,
+      icon_color: icon_color
     }
   end
 end

app/services/auto_assignment/assignment_service.rb

@@ -35,8 +35,11 @@ class AutoAssignment::AssignmentService
   def unassigned_conversations(limit)
     scope = inbox.conversations.unassigned.open
 
-    # Apply conversation priority using assignment policy if available
+    # Skip stale backlog with no activity beyond the policy's age threshold (defaults to 7 days)
     policy = inbox.assignment_policy
+    scope = apply_age_exclusions(scope, policy&.exclude_older_than_hours)
+
+    # Apply conversation priority using assignment policy if available
     scope = if policy&.longest_waiting?
               scope.reorder(last_activity_at: :asc, created_at: :asc)
             else
@@ -46,6 +49,16 @@ class AutoAssignment::AssignmentService
     scope.limit(limit)
   end
 
+  def apply_age_exclusions(scope, hours_threshold)
+    return scope if hours_threshold.blank?
+
+    hours = hours_threshold.to_i
+    return scope unless hours.positive?
+
+    # Use last_activity_at so reopened/active conversations aren't excluded by their original created_at
+    scope.where('conversations.last_activity_at >= ?', hours.hours.ago)
+  end
+
   def find_available_agent(conversation = nil)
     agents = filter_agents_by_team(inbox.available_agents, conversation)
     return nil if agents.nil?

app/services/user_session_tracking_service.rb

@@ -31,6 +31,14 @@ class UserSessionTrackingService
   private
 
   def session_attributes
+    client_headers = mobile_client_headers
+    if client_headers
+      return client_headers.merge(
+        ip_address: @request.remote_ip,
+        user_agent: @request.user_agent
+      )
+    end
+
     browser = Browser.new(@request.user_agent)
 
     attrs = {
@@ -46,6 +54,30 @@ class UserSessionTrackingService
     patch_for_legacy_mobile(attrs)
   end
 
+  def mobile_client_headers
+    name = @request.headers['X-Chatwoot-Client-Name']
+    return nil if name.blank?
+
+    platform = @request.headers['X-Chatwoot-Platform']
+    model = @request.headers['X-Chatwoot-Device-Model']
+
+    {
+      browser_name: name,
+      browser_version: @request.headers['X-Chatwoot-Client-Version'],
+      device_name: device_name_for_icon(platform, model),
+      platform_name: model,
+      platform_version: @request.headers['X-Chatwoot-Platform-Version']
+    }
+  end
+
+  def device_name_for_icon(platform, model)
+    normalized_platform = platform.to_s.downcase
+    return 'iPad' if normalized_platform == 'ios' && model.to_s.include?('iPad')
+    return 'iPhone' if normalized_platform == 'ios'
+
+    'Android'
+  end
+
   def patch_for_legacy_mobile(attrs)
     return attrs unless attrs[:browser_name] == 'Unknown Browser'
 

app/services/whatsapp/facebook_api_client.rb

@@ -1,5 +1,7 @@
 class Whatsapp::FacebookApiClient
   BASE_URI = 'https://graph.facebook.com'.freeze
+  # Base webhook fields resent on every subscribe so Meta won't reset to defaults. `calls` is added by callers only when voice is enabled.
+  WEBHOOK_DEFAULT_FIELDS = %w[messages smb_message_echoes].freeze
 
   def initialize(access_token = nil)
     @access_token = access_token
@@ -60,48 +62,62 @@ class Whatsapp::FacebookApiClient
     data['code_verification_status'] == 'VERIFIED'
   end
 
-  WEBHOOK_DEFAULT_FIELDS = %w[messages smb_message_echoes].freeze
+  def subscribe_phone_number_webhook(waba_id, phone_number_id, callback_url, verify_token, subscribed_fields: nil)
+    # Subscribe app to WABA first — Meta requires it before any callback override (issue #13097).
+    # subscribed_fields (incl. `calls` when voice is enabled) is declared here; the phone-level POST has no such field.
+    subscribe_app_to_waba(waba_id, subscribed_fields: subscribed_fields || WEBHOOK_DEFAULT_FIELDS)
 
-  def subscribe_waba_webhook(waba_id, callback_url, verify_token, subscribed_fields: WEBHOOK_DEFAULT_FIELDS)
-    # Step 1: Subscribe app to WABA first (required before override)
-    # Meta requires the app to be subscribed before using override_callback_uri
-    # See: https://github.com/chatwoot/chatwoot/issues/13097
-    subscribe_app_to_waba(waba_id)
-
-    # Step 2: Override callback URL for this specific WABA
-    override_waba_callback(waba_id, callback_url, verify_token, subscribed_fields: subscribed_fields)
+    # Phone-level override takes precedence over WABA-level, so numbers on one WABA can route to different URLs.
+    override_phone_number_callback(phone_number_id, callback_url, verify_token)
   end
 
-  def subscribe_app_to_waba(waba_id)
+  def subscribe_app_to_waba(waba_id, subscribed_fields: WEBHOOK_DEFAULT_FIELDS)
     response = HTTParty.post(
       "#{BASE_URI}/#{@api_version}/#{waba_id}/subscribed_apps",
-      headers: request_headers
+      headers: request_headers,
+      body: { subscribed_fields: subscribed_fields }.to_json
     )
 
     handle_response(response, 'App subscription to WABA failed')
   end
 
-  def override_waba_callback(waba_id, callback_url, verify_token, subscribed_fields: WEBHOOK_DEFAULT_FIELDS)
+  def override_phone_number_callback(phone_number_id, callback_url, verify_token)
     response = HTTParty.post(
-      "#{BASE_URI}/#{@api_version}/#{waba_id}/subscribed_apps",
+      "#{BASE_URI}/#{@api_version}/#{phone_number_id}",
       headers: request_headers,
       body: {
-        override_callback_uri: callback_url,
-        verify_token: verify_token,
-        subscribed_fields: subscribed_fields
+        webhook_configuration: {
+          override_callback_uri: callback_url,
+          verify_token: verify_token
+        }
       }.to_json
     )
 
-    handle_response(response, 'Webhook callback override failed')
+    handle_response(response, 'Phone number webhook callback override failed')
   end
 
-  def unsubscribe_waba_webhook(waba_id)
+  def clear_phone_number_callback_override(phone_number_id)
+    response = HTTParty.post(
+      "#{BASE_URI}/#{@api_version}/#{phone_number_id}",
+      headers: request_headers,
+      body: {
+        webhook_configuration: {
+          override_callback_uri: ''
+        }
+      }.to_json
+    )
+
+    handle_response(response, 'Phone number webhook callback clear failed')
+  end
+
+  # Fully removes this app's WABA subscription (last inbox deleted) so Meta stops delivering webhooks.
+  def unsubscribe_app_from_waba(waba_id)
     response = HTTParty.delete(
       "#{BASE_URI}/#{@api_version}/#{waba_id}/subscribed_apps",
       headers: request_headers
     )
 
-    handle_response(response, 'Webhook unsubscription failed')
+    handle_response(response, 'WABA app unsubscription failed')
   end
 
   private

app/services/whatsapp/reauthorization_service.rb

@@ -27,9 +27,12 @@ class Whatsapp::ReauthorizationService
 
   def update_channel_config(channel, access_token, phone_info)
     current_config = channel.provider_config || {}
+    # Legacy clients may omit phone_number_id; fall back to the value just fetched from Meta.
+    resolved_phone_number_id = @phone_number_id.presence || phone_info[:phone_number_id]
+
     channel.provider_config = current_config.merge(
       'api_key' => access_token,
-      'phone_number_id' => @phone_number_id,
+      'phone_number_id' => resolved_phone_number_id,
       'business_account_id' => @business_id,
       'source' => 'embedded_signup'
     )

app/services/whatsapp/webhook_setup_service.rb

@@ -28,6 +28,7 @@ class Whatsapp::WebhookSetupService
     raise ArgumentError, 'Channel is required' if @channel.blank?
     raise ArgumentError, 'WABA ID is required' if @waba_id.blank?
     raise ArgumentError, 'Access token is required' if @access_token.blank?
+    raise ArgumentError, 'Phone number ID is required' if @channel.provider_config['phone_number_id'].blank?
   end
 
   def register_phone_number
@@ -58,8 +59,9 @@ class Whatsapp::WebhookSetupService
   def setup_webhook
     callback_url = build_callback_url
     verify_token = @channel.provider_config['webhook_verify_token']
+    phone_number_id = @channel.provider_config['phone_number_id']
 
-    @api_client.subscribe_waba_webhook(@waba_id, callback_url, verify_token, subscribed_fields: subscribed_fields)
+    @api_client.subscribe_phone_number_webhook(@waba_id, phone_number_id, callback_url, verify_token, subscribed_fields: subscribed_fields)
   rescue StandardError => e
     Rails.logger.error("[WHATSAPP] Webhook setup failed: #{e.message}")
     raise "Webhook setup failed: #{e.message}"
@@ -68,10 +70,24 @@ class Whatsapp::WebhookSetupService
   # Subscribe to `calls` only when voice calling is enabled on the inbox
   def subscribed_fields
     fields = %w[messages smb_message_echoes]
-    fields << 'calls' if @channel.provider_config['calling_enabled']
+    fields << 'calls' if calls_enabled_on_waba?
     fields
   end
 
+  # `subscribed_fields` is a WABA-wide app subscription, so keep `calls` whenever this inbox or
+  # any sibling on the same WABA has voice on — otherwise a non-calling sibling's setup would
+  # rewrite the shared subscription and drop calls for a calling-enabled sibling.
+  def calls_enabled_on_waba?
+    return true if @channel.provider_config['calling_enabled']
+
+    Channel::Whatsapp
+      .where(provider: 'whatsapp_cloud')
+      .where.not(id: @channel.id)
+      .where("provider_config->>'business_account_id' = ?", @waba_id)
+      .where("provider_config->>'calling_enabled' = 'true'")
+      .exists?
+  end
+
   def build_callback_url
     frontend_url = ENV.fetch('FRONTEND_URL', nil)
     phone_number = @channel.phone_number

app/services/whatsapp/webhook_teardown_service.rb

@@ -6,42 +6,53 @@ class Whatsapp::WebhookTeardownService
   def perform
     return unless should_teardown_webhook?
 
-    teardown_webhook
+    api_client = Whatsapp::FacebookApiClient.new(provider_config['api_key'])
+
+    clear_phone_number_override(api_client)
+    unsubscribe_app_if_last_inbox(api_client)
   rescue StandardError => e
-    handle_webhook_teardown_error(e)
+    # before_destroy must never block a channel delete — log and move on.
+    Rails.logger.error "[WHATSAPP] Webhook teardown failed for channel #{@channel&.id}: #{e.message}"
   end
 
   private
 
+  def provider_config
+    @channel.provider_config || {}
+  end
+
   def should_teardown_webhook?
-    whatsapp_cloud_provider? && embedded_signup_source? && webhook_config_present?
+    @channel.provider == 'whatsapp_cloud' &&
+      provider_config['source'] == 'embedded_signup' &&
+      provider_config['api_key'].present? &&
+      (provider_config['phone_number_id'].present? || provider_config['business_account_id'].present?)
   end
 
-  def whatsapp_cloud_provider?
-    @channel.provider == 'whatsapp_cloud'
+  def clear_phone_number_override(api_client)
+    phone_number_id = provider_config['phone_number_id']
+    return if phone_number_id.blank?
+
+    api_client.clear_phone_number_callback_override(phone_number_id)
+    Rails.logger.info "[WHATSAPP] Phone-level webhook override cleared for channel #{@channel.id}"
+  rescue StandardError => e
+    Rails.logger.error "[WHATSAPP] Phone-level webhook clear failed for channel #{@channel.id}: #{e.message}"
   end
 
-  def embedded_signup_source?
-    @channel.provider_config['source'] == 'embedded_signup'
+  # The app subscription is shared by every inbox on the WABA, so only unsubscribe when this is the last one.
+  def unsubscribe_app_if_last_inbox(api_client)
+    waba_id = provider_config['business_account_id']
+    return if waba_id.blank?
+    return if waba_sibling_exists?(waba_id)
+
+    api_client.unsubscribe_app_from_waba(waba_id)
+    Rails.logger.info "[WHATSAPP] WABA app subscription removed for channel #{@channel.id}"
+  rescue StandardError => e
+    Rails.logger.error "[WHATSAPP] WABA app unsubscribe failed for channel #{@channel.id}: #{e.message}"
   end
 
-  def webhook_config_present?
-    @channel.provider_config['business_account_id'].present? &&
-      @channel.provider_config['api_key'].present?
-  end
-
-  def teardown_webhook
-    waba_id = @channel.provider_config['business_account_id']
-    access_token = @channel.provider_config['api_key']
-    api_client = Whatsapp::FacebookApiClient.new(access_token)
-
-    api_client.unsubscribe_waba_webhook(waba_id)
-    Rails.logger.info "[WHATSAPP] Webhook unsubscribed successfully for channel #{@channel.id}"
-  end
-
-  def handle_webhook_teardown_error(error)
-    Rails.logger.error "[WHATSAPP] Webhook teardown failed: #{error.message}"
-    # Don't raise the error to prevent channel deletion from failing
-    # Failed webhook teardown shouldn't block deletion
+  def waba_sibling_exists?(waba_id)
+    Channel::Whatsapp
+      .where.not(id: @channel.id)
+      .exists?(["provider_config ->> 'business_account_id' = ?", waba_id])
   end
 end

app/views/api/v1/accounts/assignment_policies/_assignment_policy.json.jbuilder

@@ -5,6 +5,7 @@ json.assignment_order assignment_policy.assignment_order
 json.conversation_priority assignment_policy.conversation_priority
 json.fair_distribution_limit assignment_policy.fair_distribution_limit
 json.fair_distribution_window assignment_policy.fair_distribution_window
+json.exclude_older_than_hours assignment_policy.exclude_older_than_hours
 json.enabled assignment_policy.enabled
 json.assigned_inbox_count assignment_policy.inboxes.count
 json.created_at assignment_policy.created_at.to_i

app/views/api/v1/models/_team.json.jbuilder

@@ -2,5 +2,7 @@ json.id resource.id
 json.name resource.name
 json.description resource.description
 json.allow_auto_assign resource.allow_auto_assign
+json.icon resource.icon
+json.icon_color resource.icon_color
 json.account_id resource.account_id
 json.is_member Current.user.teams.include?(resource)

config/installation_config.yml

@@ -253,6 +253,12 @@
   display_title: 'Cloud Plans'
   value:
   description: 'Config to store stripe plans for cloud'
+- name: MARKETING_CONVERSION_TRACKING_CONFIG
+  value:
+  display_title: 'Marketing Conversion Tracking Config'
+  description: 'JSON config for Chatwoot Cloud signup and plan activation conversion tracking'
+  locked: true
+  type: code
 - name: CHATWOOT_CLOUD_PLAN_FEATURES
   display_title: 'Planwise Features List'
   value:

config/integration/apps.yml

@@ -215,28 +215,35 @@ dyte:
       'type': 'object',
       'properties':
         {
-          'api_key': { 'type': 'string' },
-          'organization_id': { 'type': 'string' },
+          'account_id': { 'type': 'string' },
+          'app_id': { 'type': 'string' },
+          'api_token': { 'type': 'string' },
         },
-      'required': ['api_key', 'organization_id'],
+      'required': ['account_id', 'app_id', 'api_token'],
       'additionalProperties': false,
     }
   settings_form_schema:
     [
       {
-        'label': 'Organization ID',
+        'label': 'Cloudflare Account ID',
         'type': 'text',
-        'name': 'organization_id',
+        'name': 'account_id',
         'validation': 'required',
       },
       {
-        'label': 'API Key',
+        'label': 'RealtimeKit App ID',
         'type': 'text',
-        'name': 'api_key',
+        'name': 'app_id',
+        'validation': 'required',
+      },
+      {
+        'label': 'Cloudflare API Token',
+        'type': 'text',
+        'name': 'api_token',
         'validation': 'required',
       },
     ]
-  visible_properties: ['organization_id']
+  visible_properties: ['account_id', 'app_id']
 
 shopify:
   id: shopify

config/llm.yml

@@ -1,4 +1,4 @@
-aproviders:
+providers:
   openai:
     display_name: 'OpenAI'
   anthropic:
@@ -59,6 +59,10 @@ models:
     provider: openai
     display_name: 'Whisper'
     credit_multiplier: 1
+  gpt-4o-mini-transcribe:
+    provider: openai
+    display_name: 'GPT-4o Mini Transcribe'
+    credit_multiplier: 1
   text-embedding-3-small:
     provider: openai
     display_name: 'Text Embedding 3 Small'
@@ -82,6 +86,7 @@ features:
   assistant:
     models:
       [
+        gpt-4.1-mini,
         gpt-5-mini,
         gpt-4.1,
         gpt-5.1,
@@ -91,10 +96,11 @@ features:
         gemini-3-flash,
         gemini-3-pro,
       ]
-    default: gpt-5.1
+    default: gpt-4.1
   copilot:
     models:
       [
+        gpt-4.1-mini,
         gpt-5-mini,
         gpt-4.1,
         gpt-5.1,
@@ -104,14 +110,52 @@ features:
         gemini-3-flash,
         gemini-3-pro,
       ]
-    default: gpt-5.1
+    default: gpt-4.1
   label_suggestion:
     models:
       [gpt-4.1-nano, gpt-4.1-mini, gpt-5-mini, gemini-3-flash, claude-haiku-4.5]
+    default: gpt-4.1-mini
+  document_faq_generation:
+    models:
+      [
+        gpt-4.1-mini,
+        gpt-5-mini,
+        gpt-4.1,
+        gpt-5.1,
+        gpt-5.2,
+        claude-haiku-4.5,
+        claude-sonnet-4.5,
+        gemini-3-flash,
+        gemini-3-pro,
+      ]
+    default: gpt-4.1-mini
+  pdf_faq_generation:
+    models: [gpt-4.1-mini, gpt-5-mini, gpt-4.1, gpt-5.1, gpt-5.2]
+    default: gpt-4.1-mini
+  help_center_article_generation:
+    models:
+      [
+        gpt-4.1-mini,
+        gpt-5-mini,
+        gpt-4.1,
+        gpt-5.1,
+        gpt-5.2,
+        claude-haiku-4.5,
+        claude-sonnet-4.5,
+        gemini-3-flash,
+        gemini-3-pro,
+      ]
+    default: gpt-5.2
+  onboarding_content_generation:
+    models:
+      [gpt-4.1, gpt-4.1-mini, gpt-5-mini, gpt-5.1, gpt-5.2]
+    default: gpt-4.1
+  help_center_query_translation:
+    models: [gpt-4.1-nano, gpt-4.1-mini, gpt-5-mini]
     default: gpt-4.1-nano
   audio_transcription:
-    models: [whisper-1]
-    default: whisper-1
+    models: [gpt-4o-mini-transcribe, whisper-1]
+    default: gpt-4o-mini-transcribe
   help_center_search:
     models: [text-embedding-3-small]
     default: text-embedding-3-small

config/locales/en.yml

@@ -113,6 +113,15 @@ en:
         unique: should be unique in the category and portal
     dyte:
       invalid_message_type: 'Invalid message type. Action not permitted'
+      realtimekit_credentials_required: 'Cloudflare RealtimeKit credentials are required. Delete the existing Dyte integration and create it again with Cloudflare RealtimeKit credentials.'
+    cloudflare:
+      realtimekit:
+        invalid_credentials: 'Cloudflare RealtimeKit credentials are invalid. Please check the Account ID, RealtimeKit App ID, and API token permissions.'
+        missing_credentials: 'Cloudflare Account ID, RealtimeKit App ID, and API token are required.'
+        invalid_api_token: 'Cloudflare API token is invalid or inactive. Please create a new token with Realtime Admin permissions.'
+        invalid_account_or_permissions: 'Cloudflare Account ID is invalid, or the API token does not have Realtime Admin access to this account.'
+        app_not_found: 'RealtimeKit App ID was not found in this Cloudflare account. Please check the app you selected.'
+        verification_failed: 'Could not verify Cloudflare RealtimeKit credentials right now. Please try again.'
     slack:
       invalid_channel_id: 'Invalid slack channel. Please try again'
     whatsapp:
@@ -350,9 +359,9 @@ en:
       name: 'Dashboard Apps'
       description: 'Dashboard Apps allow you to create and embed applications that display user information, orders, or payment history, providing more context to your customer support agents.'
     dyte:
-      name: 'Dyte'
+      name: 'Cloudflare RealtimeKit'
       short_description: 'Start video/voice calls with customers directly from Chatwoot.'
-      description: 'Dyte is a product that integrates audio and video functionalities into your application. With this integration, your agents can start video/voice calls with your customers directly from Chatwoot.'
+      description: 'Cloudflare RealtimeKit lets your agents start video/voice calls with your customers directly from Chatwoot.'
       meeting_name: '%{agent_name} has started a meeting'
     slack:
       name: 'Slack'
@@ -565,6 +574,28 @@ en:
     ssl_status:
       custom_domain_not_configured: 'Custom domain is not configured'
   super_admin:
+    captain_model_overrides:
+      form:
+        helper_text: 'Leave a model blank to use the YAML default for that AI feature.'
+        use_default: 'Use default: %{model} (%{model_id})'
+      show:
+        summary: 'View model routing'
+        provider: 'Provider'
+        model: 'Model'
+      sources:
+        account_override: 'Account override'
+        default: 'Default'
+      features:
+        editor: 'Editor'
+        assistant: 'Assistant'
+        copilot: 'Copilot'
+        label_suggestion: 'Label suggestion'
+        document_faq_generation: 'Document FAQ generation'
+        help_center_article_generation: 'Help center article generation'
+        onboarding_content_generation: 'Onboarding content generation'
+        help_center_query_translation: 'Help center query translation'
+        audio_transcription: 'Audio transcription'
+        help_center_search: 'Help center search'
     push_diagnostics:
       user_not_found: 'User not found.'
       no_subscriptions_to_test: 'Select at least one subscription to test.'

db/migrate/20260616120000_add_icon_to_teams.rb

@@ -0,0 +1,6 @@
+class AddIconToTeams < ActiveRecord::Migration[7.1]
+  def change
+    add_column :teams, :icon, :string, default: '' unless column_exists?(:teams, :icon)
+    add_column :teams, :icon_color, :string, default: '' unless column_exists?(:teams, :icon_color)
+  end
+end

db/migrate/20260617000000_add_exclude_older_than_hours_to_assignment_policies.rb

@@ -0,0 +1,6 @@
+class AddExcludeOlderThanHoursToAssignmentPolicies < ActiveRecord::Migration[7.1]
+  def change
+    # Default 168 hours (7 days); nil disables the age exclusion for the policy
+    add_column :assignment_policies, :exclude_older_than_hours, :integer, default: 168
+  end
+end

db/migrate/20260618000000_backfill_rejected_call_status.rb

@@ -0,0 +1,9 @@
+class BackfillRejectedCallStatus < ActiveRecord::Migration[7.1]
+  def up
+    execute("UPDATE calls SET status = 'rejected' WHERE status = 'failed' AND end_reason = 'agent_rejected'")
+  end
+
+  def down
+    execute("UPDATE calls SET status = 'failed' WHERE status = 'rejected' AND end_reason = 'agent_rejected'")
+  end
+end

db/schema.rb

@@ -205,6 +205,7 @@ ActiveRecord::Schema[7.1].define(version: 2026_06_20_000000) do
     t.boolean "enabled", default: true, null: false
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
+    t.integer "exclude_older_than_hours", default: 168
     t.index ["account_id", "name"], name: "index_assignment_policies_on_account_id_and_name", unique: true
     t.index ["account_id"], name: "index_assignment_policies_on_account_id"
     t.index ["enabled"], name: "index_assignment_policies_on_enabled"
@@ -1265,6 +1266,8 @@ ActiveRecord::Schema[7.1].define(version: 2026_06_20_000000) do
     t.bigint "account_id", null: false
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
+    t.string "icon", default: ""
+    t.string "icon_color", default: ""
     t.index ["account_id"], name: "index_teams_on_account_id"
     t.index ["name", "account_id"], name: "index_teams_on_name_and_account_id", unique: true
   end

enterprise/app/controllers/api/v1/accounts/conference_controller.rb

@@ -74,9 +74,9 @@ class Api::V1::Accounts::ConferenceController < Api::V1::Accounts::BaseControlle
     rejected = call.with_lock do
       next false unless agent_rejecting_before_pickup?(call)
 
-      call.update!(status: 'failed', end_reason: 'agent_rejected', accepted_by_agent_id: Current.user.id)
+      call.update!(status: 'rejected', end_reason: 'agent_rejected', accepted_by_agent_id: Current.user.id)
       true
     end
-    Voice::CallMessageBuilder.new(call).update_status!(status: 'failed', agent: Current.user) if rejected
+    Voice::CallMessageBuilder.new(call).update_status!(status: 'rejected', agent: Current.user) if rejected
   end
 end

enterprise/app/controllers/enterprise/api/v1/accounts/onboardings_controller.rb

@@ -6,6 +6,27 @@ module Enterprise::Api::V1::Accounts::OnboardingsController
 
   private
 
+  def create_onboarding_inboxes
+    super
+    create_help_center
+  end
+
+  def complete_inbox_setup
+    # Drop the onboarding-only generation pointer; the OSS method's save! persists both deletions.
+    @account.custom_attributes.delete('help_center_generation_id')
+    super
+  end
+
+  def create_help_center
+    return if website.blank?
+
+    Onboarding::HelpCenterCreationService.new(@account, Current.user).perform
+  end
+
+  def website
+    custom_attributes_params[:website]
+  end
+
   def help_center_generation_status
     generation_id = help_center_generation_id
     return super if generation_id.blank?

enterprise/app/controllers/enterprise/super_admin/app_configs_controller.rb

@@ -35,9 +35,9 @@ module Enterprise::SuperAdmin::AppConfigsController
 
   def internal_config_options
     %w[CHATWOOT_INBOX_TOKEN CHATWOOT_INBOX_HMAC_KEY CLOUD_ANALYTICS_TOKEN CLEARBIT_API_KEY CONTEXT_DEV_API_KEY DASHBOARD_SCRIPTS
-       INACTIVE_WHATSAPP_NUMBERS SKIP_INCOMING_BCC_PROCESSING CAPTAIN_CLOUD_PLAN_LIMITS ACCOUNT_SECURITY_NOTIFICATION_WEBHOOK_URL
-       CHATWOOT_INSTANCE_ADMIN_EMAIL OG_IMAGE_CDN_URL OG_IMAGE_CLIENT_REF CLOUDFLARE_API_KEY CLOUDFLARE_ZONE_ID BLOCKED_EMAIL_DOMAINS
-       OTEL_PROVIDER LANGFUSE_PUBLIC_KEY LANGFUSE_SECRET_KEY LANGFUSE_BASE_URL]
+       INACTIVE_WHATSAPP_NUMBERS SKIP_INCOMING_BCC_PROCESSING CAPTAIN_CLOUD_PLAN_LIMITS MARKETING_CONVERSION_TRACKING_CONFIG
+       ACCOUNT_SECURITY_NOTIFICATION_WEBHOOK_URL CHATWOOT_INSTANCE_ADMIN_EMAIL OG_IMAGE_CDN_URL OG_IMAGE_CLIENT_REF CLOUDFLARE_API_KEY
+       CLOUDFLARE_ZONE_ID BLOCKED_EMAIL_DOMAINS OTEL_PROVIDER LANGFUSE_PUBLIC_KEY LANGFUSE_SECRET_KEY LANGFUSE_BASE_URL]
   end
 
   def captain_config_options

enterprise/app/fields/captain_model_overrides_field.rb

@@ -0,0 +1,56 @@
+require 'administrate/field/base'
+
+class CaptainModelOverridesField < Administrate::Field::Base
+  def feature_rows
+    Llm::Models.feature_keys.map do |feature_key|
+      route = Llm::FeatureRouter.resolve(feature: feature_key, account: resource)
+
+      {
+        key: feature_key,
+        name: feature_name(feature_key),
+        provider: provider_label(route[:provider]),
+        provider_id: route[:provider],
+        model: model_label(route[:model]),
+        model_id: route[:model],
+        default_model: model_label(default_model_id(feature_key)),
+        default_model_id: default_model_id(feature_key),
+        source: route[:source],
+        source_label: source_label(route[:source]),
+        selected_override: selected_override(feature_key),
+        options: model_options(feature_key)
+      }
+    end
+  end
+
+  private
+
+  def selected_override(feature_key)
+    resource.captain_models&.[](feature_key).presence
+  end
+
+  def default_model_id(feature_key)
+    Llm::Models.default_model_for(feature_key)
+  end
+
+  def model_options(feature_key)
+    Llm::Models.feature_config(feature_key)[:models].map do |model|
+      [model[:display_name] || model[:id], model[:id]]
+    end
+  end
+
+  def model_label(model_id)
+    Llm::Models.model_config(model_id)&.dig('display_name') || model_id
+  end
+
+  def provider_label(provider_id)
+    Llm::Models.providers.dig(provider_id, 'display_name') || provider_id
+  end
+
+  def feature_name(feature_key)
+    I18n.t("super_admin.captain_model_overrides.features.#{feature_key}", default: feature_key.humanize)
+  end
+
+  def source_label(source)
+    I18n.t("super_admin.captain_model_overrides.sources.#{source}")
+  end
+end

enterprise/app/jobs/captain/conversation/response_builder_job.rb

@@ -1,5 +1,6 @@
 class Captain::Conversation::ResponseBuilderJob < ApplicationJob
   include Captain::Conversation::V1ActionClassifier
+  include Captain::Conversation::V1FalsePromiseHandler
 
   MAX_MESSAGE_LENGTH = 10_000
   retry_on ActiveStorage::FileNotFoundError, attempts: 3, wait: 2.seconds
@@ -38,6 +39,7 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
       message_history: message_history
     )
     classify_v1_response_action(message_history) if conversation_pending?
+    repair_v1_false_promise_response(message_history) if conversation_pending?
     process_response
   end