Agentbot as assignee

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

@@ -1,8 +1,8 @@
 class Api::V1::Accounts::Conversations::AssignmentsController < Api::V1::Accounts::Conversations::BaseController
-  # assigns agent/team to a conversation
+  # assigns agent/team/bot to a conversation
   def create
     if params.key?(:assignee_id)
-      set_agent
+      set_assignee
     elsif params.key?(:team_id)
       set_team
     else
@@ -12,18 +12,26 @@ class Api::V1::Accounts::Conversations::AssignmentsController < Api::V1::Account
 
   private
 
-  def set_agent
+  def set_assignee
-    @agent = Current.account.users.find_by(id: params[:assignee_id])
+    @assignee = case params[:assignee_type]
-    @conversation.assignee = @agent
+                when 'AgentBot'
+                  Current.account.agent_bots.find_by(id: params[:assignee_id])
+                else
+                  Current.account.users.find_by(id: params[:assignee_id])
+                end
+
+    @conversation.assignee = @assignee
     @conversation.save!
-    render_agent
+    render_assignee
   end
 
-  def render_agent
+  def render_assignee
-    if @agent.nil?
+    if @assignee.nil?
       render json: nil
+    elsif @assignee.is_a?(AgentBot)
+      render json: @assignee.webhook_data
     else
-      render partial: 'api/v1/models/agent', formats: [:json], locals: { resource: @agent }
+      render partial: 'api/v1/models/agent', formats: [:json], locals: { resource: @assignee }
     end
   end
 

app/listeners/agent_bot_listener.rb

@@ -50,6 +50,18 @@ class AgentBotListener < BaseListener
     process_webhook_bot_event(inbox.agent_bot, payload)
   end
 
+  def assignee_changed(event)
+    conversation = extract_conversation_and_account(event)[0]
+    return unless conversation.assigned_to_bot?
+
+    agent_bot = conversation.assigned_bot
+    return if agent_bot.blank? || agent_bot.outgoing_url.blank?
+
+    event_name = __method__.to_s
+    payload = conversation.webhook_data.merge(event: event_name)
+    process_webhook_bot_event(agent_bot, payload)
+  end
+
   private
 
   def connected_agent_bot_exist?(inbox)

app/models/agent_bot.rb

@@ -24,6 +24,7 @@ class AgentBot < ApplicationRecord
   has_many :agent_bot_inboxes, dependent: :destroy_async
   has_many :inboxes, through: :agent_bot_inboxes
   has_many :messages, as: :sender, dependent: :nullify
+  has_many :assigned_conversations, as: :assignee, class_name: 'Conversation', dependent: :nullify
   belongs_to :account, optional: true
   enum bot_type: { webhook: 0 }
 

app/models/conversation.rb

@@ -6,6 +6,7 @@
 #  additional_attributes  :jsonb
 #  agent_last_seen_at     :datetime
 #  assignee_last_seen_at  :datetime
+#  assignee_type          :string
 #  cached_label_list      :text
 #  contact_last_seen_at   :datetime
 #  custom_attributes      :jsonb
@@ -31,22 +32,23 @@
 #
 # Indexes
 #
-#  conv_acid_inbid_stat_asgnid_idx                    (account_id,inbox_id,status,assignee_id)
+#  conv_acid_inbid_stat_asgnid_idx                       (account_id,inbox_id,status,assignee_id)
-#  index_conversations_on_account_id                  (account_id)
+#  index_conversations_on_account_id                     (account_id)
-#  index_conversations_on_account_id_and_display_id   (account_id,display_id) UNIQUE
+#  index_conversations_on_account_id_and_display_id      (account_id,display_id) UNIQUE
-#  index_conversations_on_assignee_id_and_account_id  (assignee_id,account_id)
+#  index_conversations_on_assignee_id_and_account_id     (assignee_id,account_id)
-#  index_conversations_on_campaign_id                 (campaign_id)
+#  index_conversations_on_assignee_type_and_assignee_id  (assignee_type,assignee_id)
-#  index_conversations_on_contact_id                  (contact_id)
+#  index_conversations_on_campaign_id                    (campaign_id)
-#  index_conversations_on_contact_inbox_id            (contact_inbox_id)
+#  index_conversations_on_contact_id                     (contact_id)
-#  index_conversations_on_first_reply_created_at      (first_reply_created_at)
+#  index_conversations_on_contact_inbox_id               (contact_inbox_id)
-#  index_conversations_on_id_and_account_id           (account_id,id)
+#  index_conversations_on_first_reply_created_at         (first_reply_created_at)
-#  index_conversations_on_inbox_id                    (inbox_id)
+#  index_conversations_on_id_and_account_id              (account_id,id)
-#  index_conversations_on_priority                    (priority)
+#  index_conversations_on_inbox_id                       (inbox_id)
-#  index_conversations_on_status_and_account_id       (status,account_id)
+#  index_conversations_on_priority                       (priority)
-#  index_conversations_on_status_and_priority         (status,priority)
+#  index_conversations_on_status_and_account_id          (status,account_id)
-#  index_conversations_on_team_id                     (team_id)
+#  index_conversations_on_status_and_priority            (status,priority)
-#  index_conversations_on_uuid                        (uuid) UNIQUE
+#  index_conversations_on_team_id                        (team_id)
-#  index_conversations_on_waiting_since               (waiting_since)
+#  index_conversations_on_uuid                           (uuid) UNIQUE
+#  index_conversations_on_waiting_since                  (waiting_since)
 #
 
 class Conversation < ApplicationRecord
@@ -59,6 +61,7 @@ class Conversation < ApplicationRecord
   include SortHandler
   include PushDataHelper
   include ConversationMuteHelpers
+  include Events::Types
 
   validates :account_id, presence: true
   validates :inbox_id, presence: true
@@ -68,6 +71,7 @@ class Conversation < ApplicationRecord
   validates :custom_attributes, jsonb_attributes_length: true
   validates :uuid, uniqueness: true
   validate :validate_referer_url
+  validate :validate_assignee_belongs_to_account
 
   enum status: { open: 0, resolved: 1, pending: 2, snoozed: 3 }
   enum priority: { low: 0, medium: 1, high: 2, urgent: 3 }
@@ -96,7 +100,7 @@ class Conversation < ApplicationRecord
 
   belongs_to :account
   belongs_to :inbox
-  belongs_to :assignee, class_name: 'User', optional: true, inverse_of: :assigned_conversations
+  belongs_to :assignee, polymorphic: true, optional: true
   belongs_to :contact
   belongs_to :contact_inbox
   belongs_to :team, optional: true
@@ -195,6 +199,14 @@ class Conversation < ApplicationRecord
     dispatcher_dispatch(CONVERSATION_UPDATED, previous_changes)
   end
 
+  def assigned_to_bot?
+    assignee_type == 'AgentBot'
+  end
+
+  def assigned_bot
+    assignee if assigned_to_bot?
+  end
+
   private
 
   def execute_after_update_commit_callbacks
@@ -273,7 +285,8 @@ class Conversation < ApplicationRecord
       CONVERSATION_RESOLVED => -> { saved_change_to_status? && resolved? },
       CONVERSATION_STATUS_CHANGED => -> { saved_change_to_status? },
       CONVERSATION_READ => -> { saved_change_to_contact_last_seen_at? },
-      CONVERSATION_CONTACT_CHANGED => -> { saved_change_to_contact_id? }
+      CONVERSATION_CONTACT_CHANGED => -> { saved_change_to_contact_id? },
+      ASSIGNEE_CHANGED => -> { saved_change_to_assignee_id? }
     }.each do |event, condition|
       condition.call && dispatcher_dispatch(event, status_change)
     end
@@ -309,6 +322,17 @@ class Conversation < ApplicationRecord
     self['additional_attributes']['referer'] = nil unless url_valid?(additional_attributes['referer'])
   end
 
+  def validate_assignee_belongs_to_account
+    return unless assignee
+
+    case assignee
+    when User
+      errors.add(:assignee, 'must belong to the same account') unless assignee.accounts.include?(account)
+    when AgentBot
+      errors.add(:assignee, 'must belong to the same account') unless assignee.account_id == account_id || assignee.system_bot?
+    end
+  end
+
   # creating db triggers
   trigger.before(:insert).for_each(:row) do
     "NEW.display_id := nextval('conv_dpid_seq_' || NEW.account_id);"

app/models/user.rb

@@ -74,7 +74,7 @@ class User < ApplicationRecord
   has_many :accounts, through: :account_users
   accepts_nested_attributes_for :account_users
 
-  has_many :assigned_conversations, foreign_key: 'assignee_id', class_name: 'Conversation', dependent: :nullify, inverse_of: :assignee
+  has_many :assigned_conversations, as: :assignee, class_name: 'Conversation', dependent: :nullify
   alias_attribute :conversations, :assigned_conversations
   has_many :csat_survey_responses, foreign_key: 'assigned_agent_id', dependent: :nullify, inverse_of: :assigned_agent
   has_many :conversation_participants, dependent: :destroy_async

db/migrate/20250714205206_make_conversation_assignee_polymorphic.rb

@@ -0,0 +1,13 @@
+class MakeConversationAssigneePolymorphic < ActiveRecord::Migration[7.1]
+  def change
+    add_column :conversations, :assignee_type, :string
+    add_index :conversations, [:assignee_type, :assignee_id]
+
+    # Update existing records to use User type
+    reversible do |dir|
+      dir.up do
+        execute "UPDATE conversations SET assignee_type = 'User' WHERE assignee_id IS NOT NULL"
+      end
+    end
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2025_07_10_145708) do
+ActiveRecord::Schema[7.1].define(version: 2025_07_14_205206) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"
@@ -585,11 +585,13 @@ ActiveRecord::Schema[7.1].define(version: 2025_07_10_145708) do
     t.bigint "sla_policy_id"
     t.datetime "waiting_since"
     t.text "cached_label_list"
+    t.string "assignee_type"
     t.index ["account_id", "display_id"], name: "index_conversations_on_account_id_and_display_id", unique: true
     t.index ["account_id", "id"], name: "index_conversations_on_id_and_account_id"
     t.index ["account_id", "inbox_id", "status", "assignee_id"], name: "conv_acid_inbid_stat_asgnid_idx"
     t.index ["account_id"], name: "index_conversations_on_account_id"
     t.index ["assignee_id", "account_id"], name: "index_conversations_on_assignee_id_and_account_id"
+    t.index ["assignee_type", "assignee_id"], name: "index_conversations_on_assignee_type_and_assignee_id"
     t.index ["campaign_id"], name: "index_conversations_on_campaign_id"
     t.index ["contact_id"], name: "index_conversations_on_contact_id"
     t.index ["contact_inbox_id"], name: "index_conversations_on_contact_inbox_id"

spec/models/concerns/assignment_handler_shared.rb

@@ -4,10 +4,15 @@ require 'rails_helper'
 
 shared_examples_for 'assignment_handler' do
   describe '#update_team' do
-    let(:conversation) { create(:conversation, assignee: create(:user)) }
+    let(:conversation) { create(:conversation) }
+    let(:assignee) { create(:user, account: conversation.account, role: :agent) }
     let(:agent) do
       create(:user, email: 'agent@example.com', account: conversation.account, role: :agent, auto_offline: false)
     end
+
+    before do
+      conversation.update!(assignee: assignee)
+    end
     let(:team) do
       create(:team, account: conversation.account, allow_auto_assign: false)
     end