fix(captain): mark discarded generations

This improves the Captain overview by loading reporting metrics and FAQ
stats from separate endpoints. Range changes now refresh only the
metrics, while reopen-rate calculation reuses the resolved conversation
count to avoid redundant database queries.

## What changed

- Split Captain overview metrics and FAQ stats into separate APIs.
- Fetch FAQ stats independently from range-based metrics.
- Reuse resolved conversation totals when calculating reopen rate.
- Skip the reopen query when there are no resolved conversations.

app/builders/agent_builder.rb

@@ -2,6 +2,14 @@
 # It initializes with necessary attributes and provides a perform method
 # to create a user and account user in a transaction.
 class AgentBuilder
+  LIMIT_EXCEEDED_MESSAGE = 'Account limit exceeded. Please purchase more licenses'.freeze
+
+  class LimitExceededError < StandardError
+    def initialize
+      super(AgentBuilder::LIMIT_EXCEEDED_MESSAGE)
+    end
+  end
+
   # Initializes an AgentBuilder with necessary attributes.
   # @param email [String] the email of the user.
   # @param name [String] the name of the user.
@@ -14,15 +22,23 @@ class AgentBuilder
   # Creates a user and account user in a transaction.
   # @return [User] the created user.
   def perform
-    ActiveRecord::Base.transaction do
-      @user = find_or_create_user
-      create_account_user
+    account.with_lock do
+      raise LimitExceededError unless can_add_agent?
+
+      ActiveRecord::Base.transaction do
+        @user = find_or_create_user
+        create_account_user
+      end
     end
     @user
   end
 
   private
 
+  def can_add_agent?
+    account.usage_limits[:agents] > account.account_users.count
+  end
+
   # Finds a user by email or creates a new one with a temporary password.
   # @return [User] the found or created user.
   def find_or_create_user

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

@@ -1,8 +1,6 @@
 class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
   before_action :fetch_agent, except: [:create, :index, :bulk_create]
   before_action :check_authorization
-  before_action :validate_limit, only: [:create]
-  before_action :validate_limit_for_bulk_create, only: [:bulk_create]
 
   def index
     @agents = agents
@@ -20,6 +18,8 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
     )
 
     @agent = builder.perform
+  rescue AgentBuilder::LimitExceededError => e
+    render_payment_required(e.message)
   end
 
   def update
@@ -36,25 +36,13 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
   def bulk_create
     emails = params[:emails]
 
-    emails.each do |email|
-      builder = AgentBuilder.new(
-        email: email,
-        name: email.split('@').first,
-        inviter: current_user,
-        account: Current.account
-      )
-      begin
-        builder.perform
-      rescue ActiveRecord::RecordInvalid => e
-        Rails.logger.info "[Agent#bulk_create] ignoring email #{email}, errors: #{e.record.errors}"
-      end
-    end
-
+    bulk_create_agents(emails)
     # This endpoint is used to bulk create agents during onboarding
     # onboarding_step key in present in Current account custom attributes, since this is a one time operation
-    Current.account.custom_attributes.delete('onboarding_step')
-    Current.account.save!
+    clear_onboarding_step
     head :ok
+  rescue AgentBuilder::LimitExceededError => e
+    render_payment_required(e.message)
   end
 
   private
@@ -87,22 +75,33 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
     @agents ||= Current.account.users.order_by_full_name.includes(:account_users, { avatar_attachment: [:blob] })
   end
 
-  def validate_limit_for_bulk_create
-    limit_available = params[:emails].count <= available_agent_count
+  def bulk_create_agents(emails)
+    Current.account.with_lock do
+      raise AgentBuilder::LimitExceededError if emails.count > available_agent_count
 
-    render_payment_required('Account limit exceeded. Please purchase more licenses') unless limit_available
+      emails.each { |email| create_agent_from_email(email) }
+    end
   end
 
-  def validate_limit
-    render_payment_required('Account limit exceeded. Please purchase more licenses') unless can_add_agent?
+  def create_agent_from_email(email)
+    builder = AgentBuilder.new(
+      email: email,
+      name: email.split('@').first,
+      inviter: current_user,
+      account: Current.account
+    )
+    builder.perform
+  rescue ActiveRecord::RecordInvalid => e
+    Rails.logger.info "[Agent#bulk_create] ignoring email #{email}, errors: #{e.record.errors}"
+  end
+
+  def clear_onboarding_step
+    Current.account.custom_attributes.delete('onboarding_step')
+    Current.account.save!
   end
 
   def available_agent_count
-    Current.account.usage_limits[:agents] - agents.count
-  end
-
-  def can_add_agent?
-    available_agent_count.positive?
+    Current.account.usage_limits[:agents] - Current.account.account_users.count
   end
 
   def delete_user_record(agent)

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

@@ -0,0 +1,9 @@
+class Api::V1::Accounts::Integrations::BaseController < Api::V1::Accounts::BaseController
+  private
+
+  # Managing an integration hook (create/update/destroy) is admin-only, enforced via HookPolicy.
+  # Subclasses opt in per action with `before_action :check_authorization, only: [...]`.
+  def check_authorization
+    authorize(:hook)
+  end
+end

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

@@ -1,4 +1,4 @@
-class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::BaseController
+class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::Integrations::BaseController
   before_action :fetch_hook, except: [:create]
   before_action :check_authorization
 
@@ -35,10 +35,6 @@ class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::Base
     @hook = Current.account.hooks.find(params[:id])
   end
 
-  def check_authorization
-    authorize(:hook)
-  end
-
   def permitted_params
     params.require(:hook).permit(:app_id, :inbox_id, :status, settings: {})
   end

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

@@ -1,6 +1,7 @@
-class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::BaseController
+class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::Integrations::BaseController
   before_action :fetch_conversation, only: [:create_issue, :link_issue, :unlink_issue, :linked_issues]
   before_action :fetch_hook, only: [:destroy]
+  before_action :check_authorization, only: [:destroy]
 
   def destroy
     revoke_linear_token

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

@@ -1,5 +1,6 @@
-class Api::V1::Accounts::Integrations::NotionController < Api::V1::Accounts::BaseController
+class Api::V1::Accounts::Integrations::NotionController < Api::V1::Accounts::Integrations::BaseController
   before_action :fetch_hook, only: [:destroy]
+  before_action :check_authorization, only: [:destroy]
 
   def destroy
     @hook.destroy!

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

@@ -1,7 +1,8 @@
-class Api::V1::Accounts::Integrations::ShopifyController < Api::V1::Accounts::BaseController
+class Api::V1::Accounts::Integrations::ShopifyController < Api::V1::Accounts::Integrations::BaseController
   include Shopify::IntegrationHelper
   before_action :setup_shopify_context, only: [:orders]
   before_action :fetch_hook, except: [:auth]
+  before_action :check_authorization, only: [:destroy]
   before_action :validate_contact, only: [:orders]
 
   def auth

app/javascript/dashboard/api/captain/assistant.js

@@ -26,13 +26,20 @@ class CaptainAssistant extends ApiClient {
     });
   }
 
-  getStats({ assistantId, range, signal }) {
+  getMetrics({ assistantId, range, signal }) {
     const requestConfig = {
       params: { range, timezone_offset: getTimezoneOffset() },
     };
     if (signal) requestConfig.signal = signal;
 
-    return axios.get(`${this.url}/${assistantId}/stats`, requestConfig);
+    return axios.get(`${this.url}/${assistantId}/metrics`, requestConfig);
+  }
+
+  getFaqStats({ assistantId, signal }) {
+    const requestConfig = {};
+    if (signal) requestConfig.signal = signal;
+
+    return axios.get(`${this.url}/${assistantId}/faq_stats`, requestConfig);
   }
 
   getSummary({ assistantId, range, stats }) {

app/javascript/dashboard/components/widgets/WootWriter/FullEditor.vue

@@ -8,6 +8,8 @@ import {
   EditorState,
   Selection,
   imageResizeView,
+  toggleMark,
+  wrapInList,
 } from '@chatwoot/prosemirror-schema';
 import {
   suggestionsPlugin,
@@ -17,8 +19,6 @@ import imagePastePlugin from '@chatwoot/prosemirror-schema/src/plugins/image';
 import embedPreviewPlugin from '@chatwoot/prosemirror-schema/src/plugins/embedPreview';
 import trailingParagraphPlugin from '@chatwoot/prosemirror-schema/src/plugins/trailingParagraph';
 import { embeds as markdownEmbeds } from 'dashboard/helper/markdownEmbeds';
-import { toggleMark } from 'prosemirror-commands';
-import { wrapInList } from 'prosemirror-schema-list';
 import { toggleBlockType } from '@chatwoot/prosemirror-schema/src/menu/common';
 import { checkFileSizeLimit } from 'shared/helpers/FileHelper';
 import { isEscape } from 'shared/helpers/KeyboardHelpers';

app/javascript/dashboard/composables/spec/useAgentsList.spec.js

@@ -1,9 +1,9 @@
-import { ref } from 'vue';
-import { describe, it, expect, vi, beforeEach } from 'vitest';
-import { useAgentsList } from '../useAgentsList';
 import { useMapGetter } from 'dashboard/composables/store';
-import { allAgentsData, formattedAgentsData } from './fixtures/agentFixtures';
 import * as agentHelper from 'dashboard/helper/agentHelper';
+import { beforeEach, describe, expect, it, vi } from 'vitest';
+import { ref } from 'vue';
+import { useAgentsList } from '../useAgentsList';
+import { allAgentsData, formattedAgentsData } from './fixtures/agentFixtures';
 
 // Mock vue-i18n
 vi.mock('vue-i18n', () => ({
@@ -94,6 +94,32 @@ describe('useAgentsList', () => {
     expect(agentsList.value.length).toBe(formattedAgentsData.slice(1).length);
   });
 
+  it('keeps nameless agent bots and applies a fallback label', () => {
+    const namelessBot = {
+      id: 91,
+      name: null,
+      assignee_type: 'AgentBot',
+      availability_status: 'offline',
+    };
+    mockUseMapGetter({
+      'inboxAssignableAgents/getAssignableAgents': ref(() => [
+        ...allAgentsData,
+        namelessBot,
+      ]),
+    });
+
+    const { agentsList } = useAgentsList();
+    // access the computed to trigger evaluation
+    expect(agentsList.value).toBeDefined();
+
+    const passedAgents =
+      agentHelper.getAgentsByUpdatedPresence.mock.calls[0][0];
+    expect(passedAgents).toContainEqual({
+      ...namelessBot,
+      name: '-',
+    });
+  });
+
   it('handles empty assignable agents', () => {
     mockUseMapGetter({
       'inboxAssignableAgents/getAssignableAgents': ref(() => []),

app/javascript/dashboard/composables/spec/useFacebookPageConnect.spec.js

@@ -71,7 +71,7 @@ describe('useFacebookPageConnect', () => {
     );
     expect(window.FB.login).toHaveBeenCalledWith(expect.any(Function), {
       scope:
-        'pages_manage_metadata,pages_messaging,pages_show_list,pages_read_engagement',
+        'pages_manage_metadata,business_management,pages_messaging,pages_show_list,pages_read_engagement',
     });
   });
 

app/javascript/dashboard/composables/useAgentsList.js

@@ -1,10 +1,10 @@
-import { computed } from 'vue';
 import { useMapGetter } from 'dashboard/composables/store';
-import { useI18n } from 'vue-i18n';
 import {
   getAgentsByUpdatedPresence,
   getSortedAgentsByAvailability,
 } from 'dashboard/helper/agentHelper';
+import { computed } from 'vue';
+import { useI18n } from 'vue-i18n';
 
 /**
  * A composable function that provides a list of agents for assignment.
@@ -53,7 +53,11 @@ export function useAgentsList(
    * @type {import('vue').ComputedRef<Array>}
    */
   const agentsList = computed(() => {
-    const agents = assignableAgents.value || [];
+    const agents = (assignableAgents.value || []).map(agent =>
+      !agent.name && agent.assignee_type === 'AgentBot'
+        ? { ...agent, name: '-' }
+        : agent
+    );
     const agentsByUpdatedPresence = getAgentsByUpdatedPresence(
       agents,
       currentUser.value,

app/javascript/dashboard/helper/agentHelper.js

@@ -7,7 +7,7 @@
 export const getAgentsByAvailability = (agents, availability) => {
   return agents
     .filter(agent => agent.availability_status === availability)
-    .sort((a, b) => a.name.localeCompare(b.name));
+    .sort((a, b) => (a.name || '').localeCompare(b.name || ''));
 };
 
 /**

app/javascript/dashboard/helper/editorHelper.js

@@ -1,4 +1,6 @@
 import {
+  InputRule,
+  inputRules,
   MessageMarkdownSerializer,
   MessageMarkdownTransformer,
   messageSchema,
@@ -9,7 +11,6 @@ import * as Sentry from '@sentry/vue';
 import camelcaseKeys from 'camelcase-keys';
 import { FORMATTING, MARKDOWN_PATTERNS } from 'dashboard/constants/editor';
 import { INBOX_TYPES, TWILIO_CHANNEL_MEDIUM } from 'dashboard/helper/inbox';
-import { InputRule, inputRules } from 'prosemirror-inputrules';
 
 /**
  * Extract text from markdown, and remove all images, code blocks, links, headers, bold, italic, lists etc.

app/javascript/dashboard/helper/facebookScopes.js

@@ -1,5 +1,6 @@
 export const FACEBOOK_PAGE_SCOPES = [
   'pages_manage_metadata',
+  'business_management',
   'pages_messaging',
   'pages_show_list',
   'pages_read_engagement',

app/javascript/dashboard/helper/specs/agentHelper.spec.js

@@ -26,6 +26,18 @@ describe('agentHelper', () => {
         offlineAgentsData
       );
     });
+
+    it('does not throw when an agent has a null name', () => {
+      const agents = [
+        { id: 1, name: null, availability_status: 'offline' },
+        { id: 2, name: 'Zoe', availability_status: 'offline' },
+      ];
+
+      expect(() => getAgentsByAvailability(agents, 'offline')).not.toThrow();
+      expect(
+        getAgentsByAvailability(agents, 'offline').map(agent => agent.id)
+      ).toEqual([1, 2]);
+    });
   });
 
   describe('getSortedAgentsByAvailability', () => {

app/javascript/dashboard/routes/dashboard/captain/assistants/overview/Index.vue

@@ -26,25 +26,28 @@ const canDrilldown = computed(() => checkPermissions(['administrator']));
 const selectedRange = ref('this_month');
 
 const assistantId = computed(() => route.params.assistantId);
-const stats = ref(null);
-const isFetching = ref(false);
+const metricStats = ref(null);
+const faqStats = ref(null);
+const isFetchingMetrics = ref(false);
 
 // Increments on every fetch so a response (or retry) from a superseded
 // range/assistant can't clobber the latest request's state.
-let fetchToken = 0;
-let abortController = null;
+let metricsFetchToken = 0;
+let faqStatsFetchToken = 0;
+let metricsAbortController = null;
+let faqStatsAbortController = null;
 
-const fetchStats = async () => {
-  fetchToken += 1;
-  const token = fetchToken;
-  abortController?.abort();
-  abortController = new AbortController();
-  const { signal } = abortController;
-  stats.value = null;
-  isFetching.value = true;
+const fetchMetrics = async () => {
+  metricsFetchToken += 1;
+  const token = metricsFetchToken;
+  metricsAbortController?.abort();
+  metricsAbortController = new AbortController();
+  const { signal } = metricsAbortController;
+  metricStats.value = null;
+  isFetchingMetrics.value = true;
 
-  const requestStats = () =>
-    CaptainAssistant.getStats({
+  const requestMetrics = () =>
+    CaptainAssistant.getMetrics({
       assistantId: assistantId.value,
       range: selectedRange.value,
       signal,
@@ -52,25 +55,54 @@ const fetchStats = async () => {
 
   let data = null;
   try {
-    ({ data } = await requestStats());
+    ({ data } = await requestMetrics());
   } catch {
     // One silent retry before giving up, unless the request was aborted.
     try {
-      if (token === fetchToken && !signal.aborted)
-        ({ data } = await requestStats());
+      if (token === metricsFetchToken && !signal.aborted)
+        ({ data } = await requestMetrics());
     } catch {
       data = null;
     }
   }
 
-  if (token !== fetchToken || signal.aborted) return;
-  stats.value = data;
-  isFetching.value = false;
+  if (token !== metricsFetchToken || signal.aborted) return;
+  metricStats.value = data;
+  isFetchingMetrics.value = false;
 };
 
-onUnmounted(() => abortController?.abort());
+const fetchFaqStats = async () => {
+  faqStatsFetchToken += 1;
+  const token = faqStatsFetchToken;
+  faqStatsAbortController?.abort();
+  faqStatsAbortController = new AbortController();
+  const { signal } = faqStatsAbortController;
+  faqStats.value = null;
 
-watch([selectedRange, assistantId], fetchStats, { immediate: true });
+  try {
+    const { data } = await CaptainAssistant.getFaqStats({
+      assistantId: assistantId.value,
+      signal,
+    });
+    if (token === faqStatsFetchToken && !signal.aborted) faqStats.value = data;
+  } catch {
+    if (token === faqStatsFetchToken && !signal.aborted) faqStats.value = null;
+  }
+};
+
+const summaryStats = computed(() => {
+  if (!metricStats.value || !faqStats.value) return null;
+
+  return { ...metricStats.value, knowledge: faqStats.value };
+});
+
+onUnmounted(() => {
+  metricsAbortController?.abort();
+  faqStatsAbortController?.abort();
+});
+
+watch([selectedRange, assistantId], fetchMetrics, { immediate: true });
+watch(assistantId, fetchFaqStats, { immediate: true });
 
 // `direction` says whether a rising trend is good ('up'), bad ('down'), or
 // neutral, so we can colour the delta independently of its sign.
@@ -90,7 +122,7 @@ const formatDuration = hours =>
   hours >= 100 ? `${Math.round(hours / 24)}d` : `${hours}h`;
 
 const metricFor = (statKey, formatValue, direction, trendKind = 'percent') => {
-  const data = stats.value?.[statKey];
+  const data = metricStats.value?.[statKey];
   if (!data) return { value: '—', trend: '', trendGood: null };
 
   const sign = data.trend > 0 ? '+' : '';
@@ -184,9 +216,9 @@ const closeDrilldown = () => {
       <div class="flex flex-col gap-6 pb-8">
         <InboxBanner />
 
-        <CoverageBanner :knowledge="stats?.knowledge" />
+        <CoverageBanner :knowledge="faqStats ?? undefined" />
 
-        <WelcomeCard :range="selectedRange" :stats="stats" />
+        <WelcomeCard :range="selectedRange" :stats="summaryStats" />
 
         <div
           class="grid grid-cols-1 gap-px overflow-hidden border rounded-xl sm:grid-cols-2 lg:grid-cols-3 bg-n-weak border-n-weak"
@@ -199,13 +231,15 @@ const closeDrilldown = () => {
             :trend="metric.trend"
             :hint="metric.hint"
             :trend-good="metric.trendGood"
-            :loading="isFetching"
-            :clickable="canDrilldown && Boolean(metric.metric) && !isFetching"
+            :loading="isFetchingMetrics"
+            :clickable="
+              canDrilldown && Boolean(metric.metric) && !isFetchingMetrics
+            "
             @click="openDrilldown(metric)"
           />
         </div>
 
-        <KnowledgeCard :knowledge="stats?.knowledge" />
+        <KnowledgeCard :knowledge="faqStats ?? undefined" />
 
         <QuickLinks />
       </div>

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

@@ -135,7 +135,7 @@ onMounted(() => {
               <BaseTableCell class="max-w-0">
                 <div class="flex items-center gap-4 min-w-0">
                   <Avatar
-                    :name="bot.name"
+                    :name="bot.name || ''"
                     :src="bot.thumbnail"
                     :size="40"
                     class="flex-shrink-0"

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

@@ -68,6 +68,10 @@ const isAgentBot = computed(
   () => props.selectedItem?.assignee_type === 'AgentBot'
 );
 
+const selectedItemName = computed(() =>
+  !props.selectedItem?.name && isAgentBot.value ? '-' : props.selectedItem?.name
+);
+
 const selectedThumbnail = computed(
   () => props.selectedItem?.thumbnail || props.selectedItem?.avatar_url
 );
@@ -95,16 +99,16 @@ const selectedThumbnail = computed(
           <h4
             v-else
             class="items-center overflow-hidden text-sm leading-tight whitespace-nowrap text-ellipsis text-n-slate-12"
-            :title="selectedItem.name"
+            :title="selectedItemName"
           >
-            {{ selectedItem.name }}
+            {{ selectedItemName }}
           </h4>
         </div>
         <Avatar
           v-if="hasValue && hasThumbnail && (isAgentBot || !hasIcon)"
           :src="selectedThumbnail"
           :status="selectedItem.availability_status"
-          :name="selectedItem.name"
+          :name="selectedItemName"
           :icon-name="isAgentBot ? 'i-lucide-bot' : undefined"
           :size="24"
           hide-offline-status

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

@@ -53,7 +53,9 @@ export default {
   computed: {
     filteredOptions() {
       return this.options.filter(option => {
-        return option.name.toLowerCase().includes(this.search.toLowerCase());
+        return (option.name || '')
+          .toLowerCase()
+          .includes(this.search.toLowerCase());
       });
     },
     noResult() {

app/javascript/widget/components/ChatFooter.vue

@@ -11,6 +11,8 @@ import { IFrameHelper } from '../helpers/utils';
 import { CHATWOOT_ON_START_CONVERSATION } from '../constants/sdkEvents';
 import { emitter } from 'shared/helpers/mitt';
 
+const TRANSCRIPT_COOLDOWN_MS = 15000;
+
 export default {
   components: {
     ChatInputWrap,
@@ -24,6 +26,9 @@ export default {
   data() {
     return {
       inReplyTo: null,
+      isSendingTranscript: false,
+      transcriptCooldown: false,
+      transcriptCooldownTimer: null,
     };
   },
   computed: {
@@ -57,6 +62,9 @@ export default {
   mounted() {
     emitter.on(BUS_EVENTS.TOGGLE_REPLY_TO_MESSAGE, this.toggleReplyTo);
   },
+  beforeUnmount() {
+    clearTimeout(this.transcriptCooldownTimer);
+  },
   methods: {
     ...mapActions('conversation', ['sendMessage', 'sendAttachment']),
     ...mapActions('conversationAttributes', ['getAttributes']),
@@ -90,19 +98,35 @@ export default {
     toggleReplyTo(message) {
       this.inReplyTo = message;
     },
+    startTranscriptCooldown() {
+      this.transcriptCooldown = true;
+      clearTimeout(this.transcriptCooldownTimer);
+      this.transcriptCooldownTimer = setTimeout(() => {
+        this.transcriptCooldown = false;
+      }, TRANSCRIPT_COOLDOWN_MS);
+    },
     async sendTranscript() {
-      if (this.hasEmail) {
-        try {
-          await sendEmailTranscript();
-          emitter.emit(BUS_EVENTS.SHOW_ALERT, {
-            message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_SUCCESS'),
-            type: 'success',
-          });
-        } catch (error) {
-          emitter.$emit(BUS_EVENTS.SHOW_ALERT, {
-            message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_ERROR'),
-          });
-        }
+      if (
+        !this.hasEmail ||
+        this.isSendingTranscript ||
+        this.transcriptCooldown
+      ) {
+        return;
+      }
+      this.isSendingTranscript = true;
+      try {
+        await sendEmailTranscript();
+        this.startTranscriptCooldown();
+        emitter.emit(BUS_EVENTS.SHOW_ALERT, {
+          message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_SUCCESS'),
+          type: 'success',
+        });
+      } catch (error) {
+        emitter.emit(BUS_EVENTS.SHOW_ALERT, {
+          message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_ERROR'),
+        });
+      } finally {
+        this.isSendingTranscript = false;
       }
     },
   },
@@ -144,6 +168,7 @@ export default {
       v-if="showEmailTranscriptButton"
       type="clear"
       class="font-normal"
+      :disabled="isSendingTranscript || transcriptCooldown"
       @click="sendTranscript"
     >
       {{ $t('EMAIL_TRANSCRIPT.BUTTON_TEXT') }}

config/routes.rb

@@ -66,7 +66,8 @@ Rails.application.routes.draw do
             resources :assistants do
               member do
                 post :playground
-                get :stats
+                get :metrics
+                get :faq_stats
                 get :summary
                 get :drilldown
               end

enterprise/app/builders/captain/assistant_stats_builder.rb

@@ -37,6 +37,23 @@ class Captain::AssistantStatsBuilder
     build_metrics(current, previous)
   end
 
+  # Approved/pending FAQ counts and the document total in a single round trip.
+  def faq_stats
+    approved, pending, documents = Captain::AssistantResponse.by_assistant(assistant.id).reorder(nil).pick(
+      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['approved']})"),
+      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['pending']})"),
+      Arel.sql("(SELECT COUNT(*) FROM captain_documents WHERE assistant_id = #{assistant.id.to_i})")
+    )
+    total = approved + pending
+
+    {
+      approved: approved,
+      pending: pending,
+      documents: documents,
+      coverage: total.zero? ? 0 : (approved.to_f / total * 100).round
+    }
+  end
+
   private
 
   attr_reader :window
@@ -56,8 +73,7 @@ class Captain::AssistantStatsBuilder
       handoff_rate: pack(current[:handoff], previous[:handoff], :point),
       hours_saved: pack(current[:hours_saved], previous[:hours_saved], :percent),
       reopen_rate: pack(current[:reopen], previous[:reopen], :point),
-      conversation_depth: pack(current[:depth], previous[:depth], :absolute),
-      knowledge: knowledge
+      conversation_depth: pack(current[:depth], previous[:depth], :absolute)
     }
   end
 
@@ -73,7 +89,7 @@ class Captain::AssistantStatsBuilder
       auto_resolution: rate(resolution[:resolved], handled),
       handoff: rate(resolution[:handoff], handled),
       hours_saved: (public_count * SECONDS_SAVED_PER_REPLY / 3600.0).round,
-      reopen: reopen_rate(range),
+      reopen: reopen_rate(range, resolution[:resolved]),
       depth: depth_conversations.zero? ? 0 : (public_count.to_f / depth_conversations).round(1)
     }
   end
@@ -158,7 +174,9 @@ class Captain::AssistantStatsBuilder
   # derived from the assistant's handled conversations (not current inbox membership) so a later
   # inbox reassignment doesn't drop historical resolves, and covers both the evaluated (inference)
   # and time-based (bot) resolve paths so the denominator matches auto_resolution_rate.
-  def reopen_rate(range)
+  def reopen_rate(range, resolved_count)
+    return 0 if resolved_count.zero?
+
     resolved_scope = account.reporting_events
                             .where(name: RESOLVED_EVENT_NAMES, created_at: range,
                                    conversation_id: handled_scope(range).select(:conversation_id))
@@ -178,24 +196,7 @@ class Captain::AssistantStatsBuilder
                              'ON resolves.conversation_id = reporting_events.conversation_id ' \
                              'AND reporting_events.event_end_time >= resolves.event_end_time')
                       .distinct.count('reporting_events.conversation_id')
-    rate(reopened, resolved_scope.distinct.count(:conversation_id))
-  end
-
-  # Approved/pending FAQ counts and the document total in a single round trip.
-  def knowledge
-    approved, pending, documents = Captain::AssistantResponse.by_assistant(assistant.id).reorder(nil).pick(
-      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['approved']})"),
-      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['pending']})"),
-      Arel.sql("(SELECT COUNT(*) FROM captain_documents WHERE assistant_id = #{assistant.id.to_i})")
-    )
-    total = approved + pending
-
-    {
-      approved: approved,
-      pending: pending,
-      documents: documents,
-      coverage: total.zero? ? 0 : (approved.to_f / total * 100).round
-    }
+    rate(reopened, resolved_count)
   end
 
   def rate(numerator, denominator)

enterprise/app/controllers/api/v1/accounts/captain/assistants_controller.rb

@@ -1,7 +1,7 @@
 class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::BaseController
   before_action -> { check_authorization(Captain::Assistant) }
 
-  before_action :set_assistant, only: [:show, :update, :destroy, :playground, :stats, :summary, :drilldown]
+  before_action :set_assistant, only: [:show, :update, :destroy, :playground, :metrics, :faq_stats, :summary, :drilldown]
 
   def index
     @assistants = account_assistants.ordered
@@ -42,10 +42,14 @@ class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Base
     @tools = assistant.available_agent_tools
   end
 
-  def stats
+  def metrics
     render json: Captain::AssistantStatsBuilder.new(@assistant, params[:range], params[:timezone_offset]).metrics
   end
 
+  def faq_stats
+    render json: Captain::AssistantStatsBuilder.new(@assistant).faq_stats
+  end
+
   def summary
     window = Captain::AssistantStatsWindow.new(params[:range], params[:timezone_offset])
     result = cached_or_generated_summary(window, summary_stats)

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

@@ -1,6 +1,8 @@
 module Enterprise::Api::V1::Accounts::AgentsController
   def create
     super
+    return if @agent.blank?
+
     associate_agent_with_custom_role
   end
 

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

@@ -7,16 +7,19 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
   retry_on ActiveStorage::FileNotFoundError, attempts: 3, wait: 2.seconds
   retry_on Faraday::BadRequestError, attempts: 3, wait: 2.seconds
 
-  def perform(conversation, assistant)
+  def perform(conversation, assistant, trigger_message_id = nil)
     @conversation = conversation
     @inbox = conversation.inbox
     @assistant = assistant
+    @trigger_message_id = trigger_message_id if captain_v2_enabled?
 
     return unless conversation_pending?
 
     Current.executed_by = @assistant
 
     if captain_v2_enabled?
+      return unless trigger_message_current?
+
       generate_response_with_v2
     else
       generate_and_process_response
@@ -45,11 +48,18 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
   end
 
   def generate_response_with_v2
-    runner_service = Captain::Assistant::AgentRunnerService.new(assistant: @assistant, conversation: @conversation)
+    runner_service = Captain::Assistant::AgentRunnerService.new(
+      assistant: @assistant,
+      conversation: @conversation,
+      trigger_message_id: @trigger_message_id
+    )
     message_history = Captain::Conversation::MessageHistoryBuilderService.new(conversation: @conversation).perform
     @response = runner_service.generate_response(message_history: message_history)
     @run_result = runner_service.last_run_result
 
+    return if runner_service.response_discarded?
+    return unless trigger_message_current?
+
     process_response
   end
 
@@ -77,16 +87,24 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
 
       process_v1_handoff
     elsif conversation_pending?
-      message = nil
-      ActiveRecord::Base.transaction do
-        message = create_messages
-        Rails.logger.info("[CAPTAIN][ResponseBuilderJob] Incrementing response usage for #{account.id}")
-        account.increment_response_usage
-      end
-      capture_assistant_session(result_message: message, credits_consumed: 1.0)
+      process_standard_response
     end
   end
 
+  def process_standard_response
+    message = nil
+    ActiveRecord::Base.transaction do
+      next unless trigger_message_current?
+
+      message = create_messages
+      Rails.logger.info("[CAPTAIN][ResponseBuilderJob] Incrementing response usage for #{account.id}")
+      account.increment_response_usage
+    end
+    return unless message
+
+    capture_assistant_session(result_message: message, credits_consumed: 1.0)
+  end
+
   def v1_handoff_requested?
     legacy_v1_handoff_token? || classifier_v1_handoff_requested?
   end
@@ -117,6 +135,8 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
   end
 
   def process_v2_handoff
+    return unless trigger_message_current?
+
     # HandoffTool already ran bot_handoff! + OOO inside the agent loop. Preserve
     # waiting_since so this message doesn't clear the timestamp it left in place.
     I18n.with_locale(@assistant.account.locale) do
@@ -152,7 +172,7 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
     @response ||= {}
     @response['action_source'] ||= 'error'
     @response['action_reason'] ||= error_action_reason(error)
-    process_v1_handoff if conversation_pending?
+    process_v1_handoff if conversation_pending? && (!captain_v2_enabled? || trigger_message_current?)
     true
   end
 
@@ -181,4 +201,14 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
     status = Conversation.uncached { Conversation.where(id: @conversation.id).pick(:status) }
     status == 'pending' || status == Conversation.statuses[:pending]
   end
+
+  def trigger_message_current?
+    return true if @trigger_message_id.blank?
+
+    latest_incoming_message_id = Conversation.uncached do
+      @conversation.messages.incoming.maximum(:id)
+    end
+
+    latest_incoming_message_id == @trigger_message_id
+  end
 end

enterprise/app/policies/captain/assistant_policy.rb

@@ -7,7 +7,11 @@ class Captain::AssistantPolicy < ApplicationPolicy
     true
   end
 
-  def stats?
+  def metrics?
+    true
+  end
+
+  def faq_stats?
     true
   end
 

enterprise/app/services/captain/assistant/agent_runner_service.rb

@@ -9,11 +9,12 @@ class Captain::Assistant::AgentRunnerService
 
   attr_reader :last_run_result
 
-  def initialize(assistant:, conversation: nil, callbacks: {}, source: nil)
+  def initialize(assistant:, conversation: nil, callbacks: {}, source: nil, trigger_message_id: nil)
     @assistant = assistant
     @conversation = conversation
     @callbacks = callbacks
     @source = source
+    @trigger_message_id = trigger_message_id
     @handoff_tool_called = false
   end
 
@@ -31,6 +32,10 @@ class Captain::Assistant::AgentRunnerService
     error_response(e.message)
   end
 
+  def response_discarded?
+    @response_discarded == true
+  end
+
   private
 
   def build_context(message_history)
@@ -151,10 +156,9 @@ class Captain::Assistant::AgentRunnerService
       track_handoff_usage(tool_name, handoff_tool_name, context_wrapper)
     end
 
-    if ChatwootApp.otel_enabled?
-      runner.on_run_complete do |_agent_name, _result, context_wrapper|
-        write_credits_used_metadata(context_wrapper)
-      end
+    runner.on_run_complete do |_agent_name, _result, context_wrapper|
+      @response_discarded = trigger_message_stale?
+      write_run_metadata(context_wrapper) if ChatwootApp.otel_enabled?
     end
     runner
   end
@@ -169,11 +173,22 @@ class Captain::Assistant::AgentRunnerService
     @handoff_tool_called = true
   end
 
-  def write_credits_used_metadata(context_wrapper)
+  def write_run_metadata(context_wrapper)
     root_span = context_wrapper&.context&.dig(:__otel_tracing, :root_span)
     return unless root_span
 
-    root_span.set_attribute(format(ATTR_LANGFUSE_METADATA, 'credit_used'), @handoff_tool_called ? 'false' : 'true')
+    root_span.set_attribute(format(ATTR_LANGFUSE_METADATA, 'discarded'), response_discarded?.to_s)
+    root_span.set_attribute(format(ATTR_LANGFUSE_METADATA, 'credit_used'), (!@handoff_tool_called && !response_discarded?).to_s)
+  end
+
+  def trigger_message_stale?
+    return false if @trigger_message_id.blank? || @conversation.blank?
+
+    latest_incoming_message_id = Conversation.uncached do
+      @conversation.messages.incoming.maximum(:id)
+    end
+
+    latest_incoming_message_id != @trigger_message_id
   end
 
   def runner

enterprise/app/services/captain/assistant/instrumentation_attribute_provider.rb

@@ -13,7 +13,8 @@ class Captain::Assistant::InstrumentationAttributeProvider
 
   def generation_attributes(_context_wrapper, _chat, message)
     {
-      format(ATTR_LANGFUSE_OBSERVATION_METADATA, 'generation_stage') => generation_stage(message)
+      format(ATTR_LANGFUSE_OBSERVATION_METADATA, 'generation_stage') => generation_stage(message),
+      format(ATTR_LANGFUSE_OBSERVATION_METADATA, 'discarded') => @service.send(:trigger_message_stale?).to_s
     }
   end
 

enterprise/app/services/captain/assistant/runner_state_helper.rb

@@ -23,6 +23,7 @@ module Captain::Assistant::RunnerStateHelper
       timezone: @conversation&.inbox&.timezone.presence || 'UTC'
     }
     state[:source] = @source if @source.present?
+    state[:trigger_message_id] = @trigger_message_id if @trigger_message_id.present?
 
     build_conversation_state(state) if @conversation
     state

enterprise/app/services/enterprise/message_templates/hook_execution_service.rb

@@ -31,6 +31,7 @@ module Enterprise::MessageTemplates::HookExecutionService
 
   def schedule_captain_response
     job_args = [conversation, conversation.inbox.captain_assistant]
+    job_args << message.id if conversation.account.feature_enabled?('captain_integration_v2')
 
     if message.attachments.blank?
       Captain::Conversation::ResponseBuilderJob.perform_later(*job_args)

enterprise/lib/captain/tools/handoff_tool.rb

@@ -5,6 +5,7 @@ class Captain::Tools::HandoffTool < Captain::Tools::BasePublicTool
   def perform(tool_context, reason: nil)
     conversation = find_conversation(tool_context.state)
     return 'Conversation not found' unless conversation
+    return 'Handoff skipped because a newer customer message arrived' unless trigger_message_current?(tool_context.state, conversation)
 
     # Log the handoff with reason
     log_tool_usage('tool_handoff', {
@@ -23,6 +24,17 @@ class Captain::Tools::HandoffTool < Captain::Tools::BasePublicTool
 
   private
 
+  def trigger_message_current?(state, conversation)
+    trigger_message_id = state&.dig(:trigger_message_id)
+    return true if trigger_message_id.blank?
+
+    latest_incoming_message_id = Conversation.uncached do
+      conversation.messages.incoming.maximum(:id)
+    end
+
+    latest_incoming_message_id == trigger_message_id
+  end
+
   def trigger_handoff(tool_context, conversation, reason)
     # post the reason as a private note
     note = conversation.messages.create!(

package.json

@@ -34,7 +34,7 @@
     "@amplitude/analytics-browser": "^2.11.10",
     "@breezystack/lamejs": "^1.2.7",
     "@chatwoot/ninja-keys": "1.2.3",
-    "@chatwoot/prosemirror-schema": "1.3.22",
+    "@chatwoot/prosemirror-schema": "1.3.23",
     "@chatwoot/utils": "^0.0.56",
     "@formkit/core": "^1.7.2",
     "@formkit/vue": "^1.7.2",
@@ -86,9 +86,6 @@
     "mitt": "^3.0.1",
     "opus-recorder": "^8.0.5",
     "pinia": "^3.0.4",
-    "prosemirror-commands": "^1.7.1",
-    "prosemirror-inputrules": "^1.4.0",
-    "prosemirror-schema-list": "^1.5.1",
     "qrcode": "^1.5.4",
     "semver": "7.6.3",
     "snakecase-keys": "^8.0.1",

pnpm-lock.yaml

@@ -25,8 +25,8 @@ importers:
         specifier: 1.2.3
         version: 1.2.3
       '@chatwoot/prosemirror-schema':
-        specifier: 1.3.22
-        version: 1.3.22
+        specifier: 1.3.23
+        version: 1.3.23
       '@chatwoot/utils':
         specifier: ^0.0.56
         version: 0.0.56
@@ -180,15 +180,6 @@ importers:
       pinia:
         specifier: ^3.0.4
         version: 3.0.4(typescript@5.6.2)(vue@3.5.12(typescript@5.6.2))
-      prosemirror-commands:
-        specifier: ^1.7.1
-        version: 1.7.1
-      prosemirror-inputrules:
-        specifier: ^1.4.0
-        version: 1.4.0
-      prosemirror-schema-list:
-        specifier: ^1.5.1
-        version: 1.5.1
       qrcode:
         specifier: ^1.5.4
         version: 1.5.4
@@ -461,8 +452,8 @@ packages:
   '@chatwoot/ninja-keys@1.2.3':
     resolution: {integrity: sha512-xM8d9P5ikDMZm2WbaCTk/TW5HFauylrU3cJ75fq5je6ixKwyhl/0kZbVN/vbbZN4+AUX/OaSIn6IJbtCgIF67g==}
 
-  '@chatwoot/prosemirror-schema@1.3.22':
-    resolution: {integrity: sha512-0r+PT8xhQLCKCpoV9k9XVTTRECs/0Nr37wbcLsRS7yvc7WkF9FY05z2hGCRJReWmTOcmmshHtb042LVP+MyB/w==}
+  '@chatwoot/prosemirror-schema@1.3.23':
+    resolution: {integrity: sha512-jGxbWELCdlVI64BJiE1wT84ekJHYDXXKiluQIKT3aKPEjPwMR48umKF3A0yHjKoR7IIxCC9oM77TvXOA0ebLtw==}
 
   '@chatwoot/utils@0.0.56':
     resolution: {integrity: sha512-A6dmPLfTSrW4qYNY73btyi4PqpfzcXRSaucscZTQdzNqF6G/QUdgnBmHtho8HeiYby/kSHXaSxLJj+0dx3yEQQ==}
@@ -4001,9 +3992,6 @@ packages:
   prosemirror-tables@1.5.0:
     resolution: {integrity: sha512-VMx4zlYWm7aBlZ5xtfJHpqa3Xgu3b7srV54fXYnXgsAcIGRqKSrhiK3f89omzzgaAgAtDOV4ImXnLKhVfheVNQ==}
 
-  prosemirror-transform@1.10.0:
-    resolution: {integrity: sha512-9UOgFSgN6Gj2ekQH5CTDJ8Rp/fnKR2IkYfGdzzp5zQMFsS4zDllLVx/+jGcX86YlACpG7UR5fwAXiWzxqWtBTg==}
-
   prosemirror-transform@1.12.0:
     resolution: {integrity: sha512-GxboyN4AMIsoHNtz5uf2r2Ru551i5hWeCMD6E2Ib4Eogqoub0NflniaBPVQ4MrGE5yZ8JV9tUHg9qcZTTrcN4w==}
 
@@ -5136,7 +5124,7 @@ snapshots:
       hotkeys-js: 3.8.7
       lit: 2.2.6
 
-  '@chatwoot/prosemirror-schema@1.3.22':
+  '@chatwoot/prosemirror-schema@1.3.23':
     dependencies:
       markdown-it-sup: 2.0.0
       prosemirror-commands: 1.7.1
@@ -9035,7 +9023,7 @@ snapshots:
     dependencies:
       prosemirror-model: 1.22.3
       prosemirror-state: 1.4.3
-      prosemirror-transform: 1.10.0
+      prosemirror-transform: 1.12.0
 
   prosemirror-state@1.4.3:
     dependencies:
@@ -9051,10 +9039,6 @@ snapshots:
       prosemirror-transform: 1.12.0
       prosemirror-view: 1.34.1
 
-  prosemirror-transform@1.10.0:
-    dependencies:
-      prosemirror-model: 1.22.3
-
   prosemirror-transform@1.12.0:
     dependencies:
       prosemirror-model: 1.22.3

spec/builders/agent_builder_spec.rb

@@ -23,6 +23,12 @@ RSpec.describe AgentBuilder, type: :model do
   end
 
   describe '#perform' do
+    it 'locks the account while checking and creating the agent' do
+      expect(account).to receive(:with_lock).and_call_original
+
+      agent_builder.perform
+    end
+
     context 'when user does not exist' do
       it 'creates a new user' do
         expect { agent_builder.perform }.to change(User, :count).by(1)
@@ -67,5 +73,17 @@ RSpec.describe AgentBuilder, type: :model do
         expect(user.encrypted_password).not_to be_empty
       end
     end
+
+    context 'when the account has reached its agent limit' do
+      before do
+        allow(account).to receive(:usage_limits).and_return({ agents: account.account_users.count })
+      end
+
+      it 'raises a limit exceeded error without creating a user' do
+        expect { agent_builder.perform }.to raise_error(described_class::LimitExceededError, described_class::LIMIT_EXCEEDED_MESSAGE)
+
+        expect(User.from_email(email)).to be_nil
+      end
+    end
   end
 end

spec/controllers/api/v1/accounts/integrations/linear_controller_spec.rb

@@ -13,7 +13,9 @@ RSpec.describe 'Linear Integration API', type: :request do
   end
 
   describe 'DELETE /api/v1/accounts/:account_id/integrations/linear' do
-    it 'deletes the linear integration' do
+    let(:admin) { create(:user, account: account, role: :administrator) }
+
+    it 'deletes the linear integration when the user is an administrator' do
       # Stub the HTTP call to Linear's revoke endpoint
       allow(HTTParty).to receive(:post).with(
         'https://api.linear.app/oauth/revoke',
@@ -21,11 +23,19 @@ RSpec.describe 'Linear Integration API', type: :request do
       ).and_return(instance_double(HTTParty::Response, success?: true))
 
       delete "/api/v1/accounts/#{account.id}/integrations/linear",
-             headers: agent.create_new_auth_token,
+             headers: admin.create_new_auth_token,
              as: :json
       expect(response).to have_http_status(:ok)
       expect(account.hooks.count).to eq(0)
     end
+
+    it 'returns unauthorized for an agent and keeps the integration' do
+      delete "/api/v1/accounts/#{account.id}/integrations/linear",
+             headers: agent.create_new_auth_token,
+             as: :json
+      expect(response).to have_http_status(:unauthorized)
+      expect(account.hooks.count).to eq(1)
+    end
   end
 
   describe 'GET /api/v1/accounts/:account_id/integrations/linear/teams' do

spec/controllers/api/v1/accounts/integrations/shopify_controller_spec.rb

@@ -159,15 +159,17 @@ RSpec.describe 'Shopify Integration API', type: :request do
   end
 
   describe 'DELETE /api/v1/accounts/:account_id/integrations/shopify' do
+    let(:admin) { create(:user, account: account, role: :administrator) }
+
     before do
       create(:integrations_hook, :shopify, account: account)
     end
 
-    context 'when it is an authenticated user' do
+    context 'when it is an administrator' do
       it 'deletes the shopify integration' do
         expect do
           delete "/api/v1/accounts/#{account.id}/integrations/shopify",
-                 headers: agent.create_new_auth_token,
+                 headers: admin.create_new_auth_token,
                  as: :json
         end.to change { account.hooks.count }.by(-1)
 
@@ -175,6 +177,18 @@ RSpec.describe 'Shopify Integration API', type: :request do
       end
     end
 
+    context 'when it is an agent' do
+      it 'returns unauthorized and keeps the integration' do
+        expect do
+          delete "/api/v1/accounts/#{account.id}/integrations/shopify",
+                 headers: agent.create_new_auth_token,
+                 as: :json
+        end.not_to(change { account.hooks.count })
+
+        expect(response).to have_http_status(:unauthorized)
+      end
+    end
+
     context 'when it is an unauthenticated user' do
       it 'returns unauthorized' do
         delete "/api/v1/accounts/#{account.id}/integrations/shopify",

spec/enterprise/builders/captain/assistant_stats_builder_spec.rb

@@ -27,7 +27,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
 
       expect(metrics.keys).to contain_exactly(
         :conversations_handled, :auto_resolution_rate, :handoff_rate,
-        :hours_saved, :reopen_rate, :conversation_depth, :knowledge
+        :hours_saved, :reopen_rate, :conversation_depth
       )
       expect(metrics[:conversations_handled]).to include(:current, :previous, :trend)
     end
@@ -229,7 +229,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
     end
   end
 
-  describe '#metrics knowledge' do
+  describe '#faq_stats' do
     before do
       create_list(:captain_assistant_response, 3, assistant: assistant, account: account, status: :approved)
       create(:captain_assistant_response, assistant: assistant, account: account, status: :pending)
@@ -237,7 +237,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
     end
 
     it 'returns approved, pending, document counts and coverage' do
-      knowledge = described_class.new(assistant, '30').metrics[:knowledge]
+      knowledge = described_class.new(assistant).faq_stats
 
       expect(knowledge).to eq(approved: 3, pending: 1, documents: 2, coverage: 75)
     end
@@ -245,7 +245,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
     it 'reports zero coverage when there are no responses' do
       Captain::AssistantResponse.where(assistant: assistant).delete_all
 
-      knowledge = described_class.new(assistant, '30').metrics[:knowledge]
+      knowledge = described_class.new(assistant).faq_stats
 
       expect(knowledge[:coverage]).to eq(0)
     end

spec/enterprise/controllers/api/v1/accounts/agents_controller_spec.rb

@@ -21,6 +21,27 @@ RSpec.describe 'Agents API', type: :request do
         expect(response).to have_http_status(:payment_required)
         expect(response.body).to include('Account limit exceeded. Please purchase more licenses')
       end
+
+      it 'prevents adding an agent if the last seat is consumed before creation' do
+        account.update!(limits: { agents: account.account_users.count + 1 })
+        competing_agent_created = false
+
+        allow(AgentBuilder).to receive(:new).and_wrap_original do |method, *args|
+          unless competing_agent_created
+            create(:user, account: account, role: :agent)
+            competing_agent_created = true
+          end
+
+          method.call(*args)
+        end
+
+        post "/api/v1/accounts/#{account.id}/agents", params: params, headers: admin.create_new_auth_token, as: :json
+
+        expect(response).to have_http_status(:payment_required)
+        expect(response.body).to include('Account limit exceeded. Please purchase more licenses')
+        expect(User.from_email(params[:email])).to be_nil
+        expect(account.account_users.count).to eq(account.usage_limits[:agents])
+      end
     end
   end
 

spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb

@@ -13,6 +13,7 @@ RSpec.describe Captain::Conversation::ResponseBuilderJob, type: :job do
     let(:mock_action_classifier_service) { instance_double(Captain::Llm::AssistantActionClassifierService) }
     let(:mock_false_promise_service) { instance_double(Captain::Llm::AssistantFalsePromiseService) }
     let(:assistant_model) { Llm::Models.default_model_for('assistant') }
+    let(:trigger_message) { conversation.messages.find_by!(content: 'Hello') }
 
     before do
       create(:message, conversation: conversation, content: 'Hello', message_type: :incoming)
@@ -23,6 +24,7 @@ RSpec.describe Captain::Conversation::ResponseBuilderJob, type: :job do
       allow(Captain::Assistant::AgentRunnerService).to receive(:new).and_return(mock_agent_runner_service)
       allow(mock_agent_runner_service).to receive(:generate_response).and_return({ 'response' => 'Hey, welcome to Captain V2' })
       allow(mock_agent_runner_service).to receive(:last_run_result).and_return(nil)
+      allow(mock_agent_runner_service).to receive(:response_discarded?).and_return(false)
       allow(Captain::Llm::AssistantActionClassifierService).to receive(:new).and_return(mock_action_classifier_service)
       allow(mock_action_classifier_service).to receive(:classify).and_return({ 'action' => 'continue' })
       allow(Captain::Llm::AssistantFalsePromiseService).to receive(:new).and_return(mock_false_promise_service)
@@ -358,14 +360,28 @@ RSpec.describe Captain::Conversation::ResponseBuilderJob, type: :job do
       it 'uses Captain::Assistant::AgentRunnerService' do
         expect(Captain::Assistant::AgentRunnerService).to receive(:new).with(
           assistant: assistant,
-          conversation: conversation
+          conversation: conversation,
+          trigger_message_id: trigger_message.id
         )
         expect(Captain::Llm::AssistantChatService).not_to receive(:new)
 
-        described_class.perform_now(conversation, assistant)
+        described_class.perform_now(conversation, assistant, trigger_message.id)
         expect(conversation.messages.last.content).to eq('Hey, welcome to Captain V2')
       end
 
+      it 'discards a response when a newer message arrives during generation' do
+        allow(mock_agent_runner_service).to receive(:generate_response) do
+          create(:message, conversation: conversation, content: 'New context', message_type: :incoming)
+          { 'response' => 'Stale response', 'handoff_tool_called' => false }
+        end
+        allow(mock_agent_runner_service).to receive(:response_discarded?).and_return(true)
+
+        described_class.perform_now(conversation, assistant, trigger_message.id)
+
+        expect(conversation.messages.outgoing.count).to eq(0)
+        expect(account.reload.usage_limits[:captain][:responses][:consumed]).to eq(0)
+      end
+
       it 'passes message history with resolution markers to agent runner service' do
         same_second = Time.current.change(usec: 0)
         conversation.messages.find_by!(content: 'Hello').update!(created_at: same_second, updated_at: same_second)

spec/enterprise/lib/captain/tools/handoff_tool_spec.rb

@@ -28,6 +28,37 @@ RSpec.describe Captain::Tools::HandoffTool, type: :model do
 
   describe '#perform' do
     context 'when conversation exists' do
+      context 'with a trigger message id' do
+        let(:trigger_message) do
+          create(:message, conversation: conversation, account: account, inbox: inbox, message_type: :incoming, created_at: same_second)
+        end
+        let(:same_second) { Time.current.change(usec: 0) }
+        let(:tool_context) do
+          Struct.new(:state).new({ conversation: { id: conversation.id }, trigger_message_id: trigger_message.id })
+        end
+
+        it 'hands off when the trigger message is still the latest message' do
+          trigger_message
+
+          expect do
+            result = tool.perform(tool_context, reason: 'Customer needs specialized support')
+            expect(result).to include('Conversation handed off')
+          end.to change(Message, :count).by(1)
+        end
+
+        it 'skips the handoff when a newer message has arrived' do
+          trigger_message
+          conversation.update!(status: :pending)
+          create(:message, conversation: conversation, account: account, inbox: inbox, message_type: :incoming, created_at: same_second)
+
+          expect do
+            result = tool.perform(tool_context, reason: 'Customer needs specialized support')
+            expect(result).to eq('Handoff skipped because a newer customer message arrived')
+          end.not_to change(Message, :count)
+          expect(conversation.reload.status).to eq('pending')
+        end
+      end
+
       context 'with reason provided' do
         it 'creates a private note with reason and hands off conversation' do
           reason = 'Customer needs specialized support'

spec/enterprise/policies/captain/assistant_policy_spec.rb

@@ -12,7 +12,7 @@ RSpec.describe Captain::AssistantPolicy, type: :policy do
   let(:administrator_context) { { user: administrator, account: account, account_user: account.account_users.first } }
   let(:agent_context) { { user: agent, account: account, account_user: account.account_users.first } }
 
-  permissions :index?, :show?, :playground? do
+  permissions :index?, :show?, :playground?, :metrics?, :faq_stats? do
     context 'when administrator' do
       it { expect(assistant_policy).to permit(administrator_context, assistant) }
     end

spec/enterprise/services/captain/assistant/agent_runner_service_spec.rb

@@ -52,6 +52,12 @@ RSpec.describe Captain::Assistant::AgentRunnerService do
 
       expect(service.instance_variable_get(:@callbacks)).to eq(callbacks)
     end
+
+    it 'accepts the trigger message id' do
+      service = described_class.new(assistant: assistant, conversation: conversation, trigger_message_id: 123)
+
+      expect(service.instance_variable_get(:@trigger_message_id)).to eq(123)
+    end
   end
 
   describe '#generate_response' do
@@ -99,6 +105,18 @@ RSpec.describe Captain::Assistant::AgentRunnerService do
       service.generate_response(message_history: message_history)
     end
 
+    it 'adds the trigger message id to the runner state' do
+      service = described_class.new(assistant: assistant, conversation: conversation, trigger_message_id: 123)
+
+      expect(mock_runner).to receive(:run).with(
+        'I need help with my account',
+        context: hash_including(state: hash_including(trigger_message_id: 123)),
+        max_turns: 10
+      )
+
+      service.generate_response(message_history: message_history)
+    end
+
     context 'when the latest user message is multimodal' do
       let(:multimodal_message_history) do
         [
@@ -446,6 +464,7 @@ RSpec.describe Captain::Assistant::AgentRunnerService do
       attributes = provider.generation_attributes(nil, nil, message)
 
       expect(attributes['langfuse.observation.metadata.generation_stage']).to eq('final_response')
+      expect(attributes['langfuse.observation.metadata.discarded']).to eq('false')
     end
 
     it 'marks tool call generations separately from final responses' do
@@ -456,6 +475,18 @@ RSpec.describe Captain::Assistant::AgentRunnerService do
 
       expect(attributes['langfuse.observation.metadata.generation_stage']).to eq('tool_call')
     end
+
+    it 'marks a generation as discarded when a newer message has arrived' do
+      trigger_message = create(:message, conversation: conversation, message_type: :incoming)
+      runner_service = described_class.new(assistant: assistant, conversation: conversation, trigger_message_id: trigger_message.id)
+      attribute_provider = Captain::Assistant::InstrumentationAttributeProvider.new(runner_service)
+      message = instance_double(RubyLLM::Message, tool_calls: {})
+      create(:message, conversation: conversation, message_type: :incoming)
+
+      attributes = attribute_provider.generation_attributes(nil, nil, message)
+
+      expect(attributes['langfuse.observation.metadata.discarded']).to eq('true')
+    end
   end
 
   describe '#build_state' do
@@ -574,6 +605,7 @@ RSpec.describe Captain::Assistant::AgentRunnerService do
 
       tool_complete_callback.call(Captain::Tools::HandoffTool.new(assistant).name, 'ok', context_wrapper)
 
+      expect(root_span).to receive(:set_attribute).with('langfuse.trace.metadata.discarded', 'false')
       expect(root_span).to receive(:set_attribute).with('langfuse.trace.metadata.credit_used', 'false')
       run_complete_callback.call('assistant', nil, context_wrapper)
     end
@@ -588,6 +620,7 @@ RSpec.describe Captain::Assistant::AgentRunnerService do
         tool_complete_callback = block
         runner
       end
+      allow(runner).to receive(:on_run_complete).and_return(runner)
 
       service.send(:add_usage_metadata_callback, runner)
 
@@ -599,15 +632,24 @@ RSpec.describe Captain::Assistant::AgentRunnerService do
       expect(context_wrapper.context[:captain_v2_handoff_tool_called]).to be true
     end
 
-    it 'does not register OTEL run callback when OTEL is disabled' do
-      service = described_class.new(assistant: assistant, conversation: conversation)
+    it 'tracks discarded responses when OTEL is disabled' do
+      trigger_message = create(:message, conversation: conversation, message_type: :incoming)
+      service = described_class.new(assistant: assistant, conversation: conversation, trigger_message_id: trigger_message.id)
       runner = instance_double(Agents::AgentRunner)
+      run_complete_callback = nil
 
       allow(ChatwootApp).to receive(:otel_enabled?).and_return(false)
       allow(runner).to receive(:on_tool_complete).and_return(runner)
-      expect(runner).not_to receive(:on_run_complete)
+      allow(runner).to receive(:on_run_complete) do |&block|
+        run_complete_callback = block
+        runner
+      end
 
       service.send(:add_usage_metadata_callback, runner)
+      create(:message, conversation: conversation, message_type: :incoming)
+      run_complete_callback.call('assistant', nil, Struct.new(:context).new({}))
+
+      expect(service.response_discarded?).to be true
     end
 
     it 'sets credit_used=true when handoff tool is not used' do
@@ -629,9 +671,38 @@ RSpec.describe Captain::Assistant::AgentRunnerService do
 
       service.send(:add_usage_metadata_callback, runner)
 
+      expect(root_span).to receive(:set_attribute).with('langfuse.trace.metadata.discarded', 'false')
       expect(root_span).to receive(:set_attribute).with('langfuse.trace.metadata.credit_used', 'true')
       run_complete_callback.call('assistant', nil, context_wrapper)
     end
+
+    it 'marks the trace discarded and does not use credit when a newer message arrived' do
+      trigger_message = create(:message, conversation: conversation, message_type: :incoming)
+      service = described_class.new(assistant: assistant, conversation: conversation, trigger_message_id: trigger_message.id)
+      runner = instance_double(Agents::AgentRunner)
+      run_complete_callback = nil
+      span_class = Class.new do
+        def set_attribute(*); end
+      end
+      root_span = instance_double(span_class)
+      context_wrapper = Struct.new(:context).new({ __otel_tracing: { root_span: root_span } })
+
+      allow(ChatwootApp).to receive(:otel_enabled?).and_return(true)
+      allow(runner).to receive(:on_tool_complete).and_return(runner)
+      allow(runner).to receive(:on_run_complete) do |&block|
+        run_complete_callback = block
+        runner
+      end
+
+      service.send(:add_usage_metadata_callback, runner)
+      create(:message, conversation: conversation, message_type: :incoming)
+
+      expect(root_span).to receive(:set_attribute).with('langfuse.trace.metadata.discarded', 'true')
+      expect(root_span).to receive(:set_attribute).with('langfuse.trace.metadata.credit_used', 'false')
+      run_complete_callback.call('assistant', nil, context_wrapper)
+
+      expect(service.response_discarded?).to be true
+    end
   end
 
   describe 'constants' do

spec/enterprise/services/enterprise/message_templates/hook_execution_service_spec.rb

@@ -22,9 +22,13 @@ RSpec.describe MessageTemplates::HookExecutionService do
       end
 
       it 'schedules captain response job for incoming messages on pending conversations' do
-        expect(Captain::Conversation::ResponseBuilderJob).to receive(:perform_later).with(conversation, assistant)
+        allow(account).to receive(:feature_enabled?).and_call_original
+        allow(account).to receive(:feature_enabled?).with('captain_integration_v2').and_return(true)
+        allow(Captain::Conversation::ResponseBuilderJob).to receive(:perform_later)
 
-        create(:message, conversation: conversation, message_type: :incoming, account: account)
+        message = create(:message, conversation: conversation, message_type: :incoming, account: account)
+
+        expect(Captain::Conversation::ResponseBuilderJob).to have_received(:perform_later).with(conversation, assistant, message.id)
       end
     end