Merge branch 'codex/cw-7431-document-usage' into codex/cw-7498-document-conversation-usage

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.

VERSION_CW

@@ -1 +1 @@
-4.16.0
+4.16.1

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/agent_bots_controller.rb

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::AgentBotsController < Api::V1::Accounts::BaseController
-  before_action :current_account
   before_action :check_authorization
   before_action :agent_bot, except: [:index, :create]
 

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/captain/preferences_controller.rb

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::Captain::PreferencesController < Api::V1::Accounts::BaseController
-  before_action :current_account
   before_action :authorize_account_update, only: [:update]
 
   def show

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/controllers/api/v1/accounts/labels_controller.rb

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::LabelsController < Api::V1::Accounts::BaseController
-  before_action :current_account
   before_action :fetch_label, except: [:index, :create]
   before_action :check_authorization
 

app/controllers/api/v1/accounts/whatsapp/authorizations_controller.rb

@@ -1,4 +1,5 @@
 class Api::V1::Accounts::Whatsapp::AuthorizationsController < Api::V1::Accounts::BaseController
+  before_action :ensure_embedded_signup_enabled
   # Reconfiguring/reauthorizing a live inbox swaps its credentials, so restrict it to admins.
   before_action :check_admin_authorization?, if: -> { params[:inbox_id].present? }
   before_action :fetch_and_validate_inbox, if: -> { params[:inbox_id].present? }
@@ -18,6 +19,13 @@ class Api::V1::Accounts::Whatsapp::AuthorizationsController < Api::V1::Accounts:
 
   private
 
+  def ensure_embedded_signup_enabled
+    return unless ChatwootApp.chatwoot_cloud?
+    return if Current.account.feature_enabled?('whatsapp_embedded_signup_inbox_creation')
+
+    raise Pundit::NotAuthorizedError
+  end
+
   def process_embedded_signup
     service = Whatsapp::EmbeddedSignupService.new(
       account: Current.account,
@@ -44,8 +52,7 @@ class Api::V1::Accounts::Whatsapp::AuthorizationsController < Api::V1::Accounts:
   def can_reconfigure_channel?
     channel = @inbox.channel
     return false unless channel.provider == 'whatsapp_cloud'
-
-    # Reconfiguring a live embedded-signup channel requires the feature flag.
+    return true if ChatwootApp.chatwoot_cloud?
     return Current.account.feature_enabled?('whatsapp_reconfigure') if channel.provider_config['source'] == 'embedded_signup'
 
     true

app/controllers/api/v1/accounts/whatsapp/manual_setup_controller.rb

@@ -1,77 +0,0 @@
-class Api::V1::Accounts::Whatsapp::ManualSetupController < Api::V1::Accounts::BaseController
-  before_action :authorize_create, only: [:preview, :connect]
-  before_action :fetch_inbox, only: [:webhook_status, :setup_webhook]
-
-  def preview
-    render json: validation_service.perform
-  rescue StandardError => e
-    render_setup_error(e)
-  end
-
-  def connect
-    setup = Whatsapp::ManualSetupService.new(account: Current.account, **connect_params.to_h.symbolize_keys).perform
-    render json: connection_response(setup), status: :created
-  rescue CustomExceptions::Inbox::LimitExceeded => e
-    render_error_response(e)
-  rescue StandardError => e
-    render_setup_error(e)
-  end
-
-  def webhook_status
-    render json: Whatsapp::ManualWebhookStatusService.new(@inbox.channel).perform
-  rescue StandardError => e
-    render_setup_error(e)
-  end
-
-  def setup_webhook
-    channel = @inbox.channel
-    Whatsapp::WebhookSetupService.new(channel).register_callback
-    render json: Whatsapp::ManualWebhookStatusService.new(channel.reload).perform
-  rescue StandardError => e
-    render_setup_error(e)
-  end
-
-  private
-
-  def authorize_create
-    authorize ::Inbox, :create?
-  end
-
-  def fetch_inbox
-    @inbox = Current.account.inboxes.find(params[:inbox_id])
-    authorize @inbox, :update?
-    channel = @inbox.channel
-    return if channel.is_a?(Channel::Whatsapp) && channel.provider_config['source'] == 'manual_setup_v2'
-
-    raise ActiveRecord::RecordNotFound
-  end
-
-  def validation_service
-    Whatsapp::ManualSetupValidationService.new(**connection_params.to_h.symbolize_keys)
-  end
-
-  def connection_params
-    params.permit(:waba_id, :phone_number_id, :access_token)
-  end
-
-  def connect_params
-    params.permit(:waba_id, :phone_number_id, :access_token, :inbox_name)
-  end
-
-  def connection_response(setup)
-    channel = setup.channel.reload
-    {
-      id: channel.inbox.id,
-      name: channel.inbox.name,
-      number_access: true,
-      template_access: true,
-      webhook_setup: setup.webhook_setup?,
-      webhook_error: setup.webhook_error
-    }
-  end
-
-  def render_setup_error(error)
-    Rails.logger.error "[WHATSAPP MANUAL SETUP] account_id=#{Current.account.id} error=#{error.class}: #{error.message}"
-    render json: { message: error.message }, status: :unprocessable_entity
-  end
-end

app/controllers/webhooks/whatsapp_controller.rb

@@ -47,18 +47,10 @@ class Webhooks::WhatsappController < ActionController::API
     metadata = params.dig(:entry, 0, :changes, 0, :value, :metadata)
     return if metadata.blank?
 
-    phone_number = normalized_phone_number(metadata[:display_phone_number])
-    phone_number_id = metadata[:phone_number_id]
-    channel = Channel::Whatsapp.find_by(phone_number: phone_number)
-
-    return channel if channel && channel.provider_config['phone_number_id'] == phone_number_id
-  end
-
-  def normalized_phone_number(phone_number)
-    return if phone_number.blank?
-
-    phone_number = phone_number.to_s
-    phone_number.start_with?('+') ? phone_number : "+#{phone_number}"
+    Whatsapp::WebhookChannelFinderService.new(
+      display_phone_number: metadata[:display_phone_number],
+      phone_number_id: metadata[:phone_number_id]
+    ).perform
   end
 
   def inactive_whatsapp_number?

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

@@ -0,0 +1,9 @@
+import ApiClient from '../ApiClient';
+
+class CaptainAgentSessions extends ApiClient {
+  constructor() {
+    super('captain/agent_sessions', { accountScoped: true });
+  }
+}
+
+export default new CaptainAgentSessions();

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

@@ -26,15 +26,25 @@ class CaptainAssistant extends ApiClient {
     });
   }
 
-  getStats({ assistantId, range }) {
-    return axios.get(`${this.url}/${assistantId}/stats`, {
+  getMetrics({ assistantId, range, signal }) {
+    const requestConfig = {
       params: { range, timezone_offset: getTimezoneOffset() },
-    });
+    };
+    if (signal) requestConfig.signal = signal;
+
+    return axios.get(`${this.url}/${assistantId}/metrics`, requestConfig);
   }
 
-  getSummary({ assistantId, range }) {
+  getFaqStats({ assistantId, signal }) {
+    const requestConfig = {};
+    if (signal) requestConfig.signal = signal;
+
+    return axios.get(`${this.url}/${assistantId}/faq_stats`, requestConfig);
+  }
+
+  getSummary({ assistantId, range, stats }) {
     return axios.get(`${this.url}/${assistantId}/summary`, {
-      params: { range, timezone_offset: getTimezoneOffset() },
+      params: { range, timezone_offset: getTimezoneOffset(), stats },
     });
   }
 

app/javascript/dashboard/api/channel/whatsapp/whatsappCallsAPI.js

@@ -10,10 +10,13 @@ class WhatsappCallsAPI extends ApiClient {
     return axios.get(`${this.url}/${callId}`).then(r => r.data);
   }
 
-  initiate(conversationId, sdpOffer) {
+  // Either conversationId, or contactId + inboxId to let the BE resolve the conversation.
+  initiate({ conversationId, contactId, inboxId }, sdpOffer) {
     return axios
       .post(`${this.url}/initiate`, {
         conversation_id: conversationId,
+        contact_id: contactId,
+        inbox_id: inboxId,
         sdp_offer: sdpOffer,
       })
       .then(r => r.data);

app/javascript/dashboard/api/channel/whatsappChannel.js

@@ -16,26 +16,6 @@ class WhatsappChannel extends ApiClient {
       inbox_id: inboxId,
     });
   }
-
-  previewManualSetup(params) {
-    return axios.post(`${this.baseUrl()}/whatsapp/manual/preview`, params);
-  }
-
-  connectManualSetup(params) {
-    return axios.post(`${this.baseUrl()}/whatsapp/manual/connect`, params);
-  }
-
-  getManualWebhookStatus(inboxId) {
-    return axios.get(
-      `${this.baseUrl()}/whatsapp/manual/${inboxId}/webhook_status`
-    );
-  }
-
-  setupManualWebhook(inboxId) {
-    return axios.post(
-      `${this.baseUrl()}/whatsapp/manual/${inboxId}/setup_webhook`
-    );
-  }
 }
 
 export default new WhatsappChannel();

app/javascript/dashboard/components-next/Calls/CallListItem.vue

@@ -25,8 +25,11 @@ const route = useRoute();
 
 const kind = computed(() => getCallKind(props.call));
 
-const contactName = computed(
-  () => props.call.contact.name || props.call.contact.phoneNumber
+const contactName = computed(() =>
+  (props.call.contact.name || props.call.contact.phoneNumber || '').replace(
+    /^\+/,
+    ''
+  )
 );
 
 const agentActionLabel = computed(() => {

app/javascript/dashboard/components-next/Contacts/VoiceCallButton.vue

@@ -16,7 +16,6 @@ import { useAlert } from 'dashboard/composables';
 import { frontendURL, conversationUrl } from 'dashboard/helper/URLHelper';
 import { useCallsStore } from 'dashboard/stores/calls';
 import { useWhatsappCallSession } from 'dashboard/composables/useWhatsappCallSession';
-import ContactAPI from 'dashboard/api/contacts';
 
 import Button from 'dashboard/components-next/button/Button.vue';
 import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
@@ -83,39 +82,18 @@ const navigateToConversation = conversationId => {
 
 const whatsappCallSession = useWhatsappCallSession();
 
-// Find the most recent open conversation for this contact in the picked inbox.
-// WhatsApp /initiate is conversation-scoped (unlike Twilio's contact-scoped path).
-// Pass inboxId so the BE applies the filter before the 20-row cap — without it,
-// contacts whose latest WhatsApp conversation falls outside the 20 most recent
-// across all inboxes would be treated as having no conversation.
-const findWhatsappConversationId = async inboxId => {
-  const { data } = await ContactAPI.getConversations(props.contactId, {
-    inboxId,
-  });
-  const conversations = data?.payload || [];
-  const match = [...conversations].sort(
-    (a, b) => (b.last_activity_at || 0) - (a.last_activity_at || 0)
-  )[0];
-  return match?.id || null;
-};
-
 const startWhatsappCall = async (inboxId, conversationIdHint) => {
-  // WhatsApp /initiate is conversation-scoped, so we must hand it a
-  // conversation. Use the caller's hint when given (in-conversation flow);
-  // otherwise pick the most recent one in the inbox.
-  const conversationId =
-    conversationIdHint || (await findWhatsappConversationId(inboxId));
-  if (!conversationId) {
-    useAlert(t('CONTACT_PANEL.CALL_FAILED'));
-    return;
-  }
-
-  const response =
-    await whatsappCallSession.initiateOutboundCall(conversationId);
+  const response = await whatsappCallSession.initiateOutboundCall(
+    conversationIdHint
+      ? { conversationId: conversationIdHint }
+      : { contactId: props.contactId, inboxId }
+  );
   // The composable returns { status: 'locked' } when an init is already in
   // flight or a call is already active; treat that as a soft no-op rather than
   // claiming success.
   if (response?.status === VOICE_CALL_OUTBOUND_INIT_STATUS.LOCKED) return;
+
+  const conversationId = response?.conversation_id || conversationIdHint;
   if (!response?.id) {
     // Permission template path returns no call id. Mirror the header button and
     // surface whether the request was just sent or is already pending instead of

app/javascript/dashboard/components-next/NewConversation/ComposeConversation.vue

@@ -234,6 +234,7 @@ onMounted(() => resetContacts());
     ref="popoverRef"
     :align="align"
     :show-content-border="false"
+    :close-on-scroll="false"
     @show="onPopoverShow"
     @hide="onPopoverHide"
   >

app/javascript/dashboard/components-next/captain/assistant/DocumentCard.vue

@@ -70,6 +70,10 @@ const props = defineProps({
     type: Number,
     default: 0,
   },
+  usedInConversationsCount: {
+    type: Number,
+    default: 0,
+  },
   isSelected: {
     type: Boolean,
     default: false,
@@ -150,6 +154,11 @@ const createdAtLabel = computed(() => dynamicTime(props.createdAt));
 const responsesCountLabel = computed(() =>
   t('CAPTAIN.DOCUMENTS.FAQ_COUNT', { n: props.responsesCount })
 );
+const usedInConversationsCountLabel = computed(() =>
+  t('CAPTAIN.DOCUMENTS.USED_IN_CONVERSATIONS', {
+    n: props.usedInConversationsCount,
+  })
+);
 
 const displayLink = computed(() =>
   isPdf.value
@@ -216,7 +225,7 @@ const handleRetry = () => {
         </div>
       </div>
     </div>
-    <div class="flex gap-4 justify-between items-center w-full">
+    <div class="flex flex-wrap gap-4 justify-between items-center w-full">
       <span
         class="flex gap-1 items-center text-sm truncate shrink-0 text-n-slate-11"
       >
@@ -246,6 +255,9 @@ const handleRetry = () => {
       <span class="text-sm shrink-0 text-n-slate-11">
         {{ responsesCountLabel }}
       </span>
+      <span class="text-sm shrink-0 text-n-slate-11">
+        {{ usedInConversationsCountLabel }}
+      </span>
       <DocumentSyncStatus
         v-if="showSyncStatus"
         :status="syncStatus"

app/javascript/dashboard/components-next/captain/pageComponents/overview/MetricCard.vue

@@ -9,6 +9,7 @@ const props = defineProps({
   // null = neutral, true = good direction, false = bad direction
   trendGood: { type: Boolean, default: null },
   clickable: { type: Boolean, default: false },
+  loading: { type: Boolean, default: false },
 });
 
 const emit = defineEmits(['click']);
@@ -45,7 +46,11 @@ const onActivate = () => {
         class="transition-opacity opacity-0 cursor-help i-lucide-info size-3.5 text-n-slate-10 group-hover:opacity-100"
       />
     </div>
-    <div class="flex items-end justify-between gap-2">
+    <div v-if="loading" class="flex items-end justify-between gap-2">
+      <div class="w-20 rounded h-9 bg-n-slate-3 animate-pulse" />
+      <div class="w-10 h-5 rounded bg-n-slate-3 animate-pulse" />
+    </div>
+    <div v-else class="flex items-end justify-between gap-2">
       <span
         class="text-3xl font-semibold tracking-tight tabular-nums text-n-slate-12"
       >

app/javascript/dashboard/components-next/captain/pageComponents/overview/WelcomeCard.vue

@@ -9,6 +9,10 @@ const props = defineProps({
     type: String,
     default: '30',
   },
+  stats: {
+    type: Object,
+    default: null,
+  },
 });
 
 const route = useRoute();
@@ -20,22 +24,41 @@ const assistantId = computed(() => route.params.assistantId);
 const welcomeMarkdown = ref('');
 const isLoading = ref(false);
 
+// Increments on every fetch so a slow response for a superseded
+// range/stats/assistant can't overwrite the latest request's state.
+let fetchToken = 0;
+
 const fetchSummary = async () => {
+  fetchToken += 1;
+  const token = fetchToken;
+
+  if (!props.stats) {
+    welcomeMarkdown.value = '';
+    isLoading.value = false;
+    return;
+  }
+
   isLoading.value = true;
+  let message = '';
   try {
     const { data } = await CaptainAssistant.getSummary({
       assistantId: assistantId.value,
       range: props.range,
+      stats: props.stats,
     });
-    welcomeMarkdown.value = data.message ?? '';
+    message = data.message ?? '';
   } catch {
-    welcomeMarkdown.value = '';
-  } finally {
-    isLoading.value = false;
+    message = '';
   }
+
+  if (token !== fetchToken) return;
+  welcomeMarkdown.value = message;
+  isLoading.value = false;
 };
 
-watch([() => props.range, assistantId], fetchSummary, { immediate: true });
+watch([() => props.range, () => props.stats, assistantId], fetchSummary, {
+  immediate: true,
+});
 
 // Render through the shared markdown formatter (html disabled, so it is safe)
 // used everywhere else for Captain output, instead of a bespoke parser. It

app/javascript/dashboard/components-next/content-templates/ContentTemplateParser.vue

@@ -3,8 +3,13 @@ import { ref, computed, onMounted, watch } from 'vue';
 import { useVuelidate } from '@vuelidate/core';
 import { requiredIf } from '@vuelidate/validators';
 import { useI18n } from 'vue-i18n';
-import { extractFilenameFromUrl } from 'dashboard/helper/URLHelper';
-import { TWILIO_CONTENT_TEMPLATE_TYPES } from 'shared/constants/messages';
+import {
+  isTwilioComplete,
+  isTwilioMediaTemplate,
+  getTwilioMediaVariableKey,
+  getTwilioMediaUrl,
+  applyTwilioMediaFilename,
+} from '@chatwoot/utils';
 
 import Input from 'dashboard/components-next/input/Input.vue';
 
@@ -40,30 +45,23 @@ const templateBody = computed(() => {
   return props.template.body || '';
 });
 
-const hasMediaTemplate = computed(() => {
-  return props.template.template_type === TWILIO_CONTENT_TEMPLATE_TYPES.MEDIA;
-});
+// Media-template detection and variable extraction are shared with the mobile
+// app via @chatwoot/utils.
+const hasMediaTemplate = computed(() => isTwilioMediaTemplate(props.template));
 
 const hasVariables = computed(() => {
   return templateBody.value?.match(VARIABLE_PATTERN) !== null;
 });
 
-const mediaVariableKey = computed(() => {
-  if (!hasMediaTemplate.value) return null;
-  const mediaUrl = props.template?.types?.['twilio/media']?.media?.[0];
-  if (!mediaUrl) return null;
-  return mediaUrl.match(/{{(\d+)}}/)?.[1] ?? null;
-});
+const mediaVariableKey = computed(() =>
+  getTwilioMediaVariableKey(props.template)
+);
 
-const hasMediaVariable = computed(() => {
-  return hasMediaTemplate.value && mediaVariableKey.value !== null;
-});
+const hasMediaVariable = computed(() => mediaVariableKey.value !== null);
 
-const templateMediaUrl = computed(() => {
-  if (!hasMediaTemplate.value) return '';
-
-  return props.template?.types?.['twilio/media']?.media?.[0] || '';
-});
+const templateMediaUrl = computed(() =>
+  hasMediaTemplate.value ? getTwilioMediaUrl(props.template) : ''
+);
 
 const variablePattern = computed(() => {
   if (!hasVariables.value) return [];
@@ -83,26 +81,10 @@ const renderedTemplate = computed(() => {
   return rendered;
 });
 
-const isFormInvalid = computed(() => {
-  if (!hasVariables.value && !hasMediaVariable.value) return false;
-
-  if (hasVariables.value) {
-    const hasEmptyVariable = variablePattern.value.some(
-      variable => !processedParams.value[variable]
-    );
-    if (hasEmptyVariable) return true;
-  }
-
-  if (
-    hasMediaVariable.value &&
-    mediaVariableKey.value &&
-    !processedParams.value[mediaVariableKey.value]
-  ) {
-    return true;
-  }
-
-  return false;
-});
+// Completeness validation is shared with the mobile app via @chatwoot/utils.
+const isFormInvalid = computed(
+  () => !isTwilioComplete(props.template, processedParams.value)
+);
 
 const v$ = useVuelidate(
   {
@@ -135,19 +117,11 @@ const sendMessage = () => {
 
   const { friendly_name, language } = props.template;
 
-  // Process parameters and extract filename from media URL if needed
-  const processedParameters = { ...processedParams.value };
-
-  // For media templates, extract filename from full URL
-  if (
-    hasMediaVariable.value &&
-    mediaVariableKey.value &&
-    processedParameters[mediaVariableKey.value]
-  ) {
-    processedParameters[mediaVariableKey.value] = extractFilenameFromUrl(
-      processedParameters[mediaVariableKey.value]
-    );
-  }
+  // For media templates, reduce the media URL to a filename before sending.
+  const processedParameters = applyTwilioMediaFilename(
+    props.template,
+    processedParams.value
+  );
 
   const payload = {
     message: renderedTemplate.value,

app/javascript/dashboard/components-next/message/CaptainGenerationDetails.vue

@@ -0,0 +1,342 @@
+<script setup>
+import { computed, ref } from 'vue';
+import { useI18n, I18nT } from 'vue-i18n';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
+import Popover from 'dashboard/components-next/popover/Popover.vue';
+import { useStore, useMapGetter } from 'dashboard/composables/store';
+import { useAccount } from 'dashboard/composables/useAccount';
+import { FEATURE_FLAGS } from 'dashboard/featureFlags';
+import { useMessageContext } from './provider.js';
+import { MESSAGE_VARIANTS, ORIENTATION } from './constants';
+
+const props = defineProps({
+  messageId: { type: Number, required: true },
+});
+
+const { t } = useI18n();
+const { orientation, variant, createdAt } = useMessageContext();
+const store = useStore();
+const { isCloudFeatureEnabled } = useAccount();
+
+const isOpen = ref(false);
+
+const showSparkle = computed(() =>
+  isCloudFeatureEnabled(FEATURE_FLAGS.CAPTAIN_V2)
+);
+
+const session = computed(() =>
+  store.getters['captainAgentSessions/getSessionByMessageId'](props.messageId)
+);
+const hasFetched = computed(() =>
+  store.getters['captainAgentSessions/hasFetched'](props.messageId)
+);
+const isLoading = computed(
+  () =>
+    !hasFetched.value ||
+    store.getters['captainAgentSessions/isFetching'](props.messageId)
+);
+
+const citations = computed(() => session.value?.citations || []);
+
+const scenarioTitles = computed(() =>
+  (session.value?.scenarios || []).reduce((map, scenario) => {
+    map[scenario.id] = scenario.title;
+    return map;
+  }, {})
+);
+
+// Fallback for agents without a matching scenario title:
+// "chatwoot_assistant" → "Chatwoot assistant",
+// "scenario_5_chatwoot_uptime_agent" → "Chatwoot uptime".
+const humanizeAgentName = agentName => {
+  const label = agentName
+    .replace(/^scenario_\d+_/, '')
+    .replace(/_agent$/, '')
+    .replaceAll('_', ' ')
+    .trim();
+  return label.charAt(0).toUpperCase() + label.slice(1);
+};
+
+const handoffLabel = agentName => {
+  const scenarioId = agentName.match(/^scenario_(\d+)/)?.[1];
+  return scenarioTitles.value[scenarioId] || humanizeAgentName(agentName);
+};
+
+const ACRONYMS = ['faq', 'api', 'url', 'id', 'sla', 'csat'];
+
+// Tool names arrive as RubyLLM identifiers like
+// "captain--tools--faq_lookup" or "custom_get_status_page_overview";
+// show "FAQ Lookup" / "Get Status Page Overview" instead.
+const humanizeToolName = name => {
+  return (name || '')
+    .split('--')
+    .pop()
+    .replace(/^custom_/, '')
+    .split('_')
+    .filter(Boolean)
+    .map(word =>
+      ACRONYMS.includes(word)
+        ? word.toUpperCase()
+        : word.charAt(0).toUpperCase() + word.slice(1)
+    )
+    .join(' ');
+};
+
+// Argument keys are camelCased by the store ("labelName"); show "Label Name".
+const humanizeArgumentKey = key =>
+  key
+    .replace(/([a-z])([A-Z])/g, '$1 $2')
+    .split(' ')
+    .map(word => word.charAt(0).toUpperCase() + word.slice(1))
+    .join(' ');
+
+const formatArguments = args => {
+  if (!args || typeof args !== 'object') return '';
+  return Object.entries(args)
+    .map(([key, value]) => `${humanizeArgumentKey(key)}: ${value}`)
+    .join(', ');
+};
+
+// Timeline of what Captain did during the run: tool calls (with their
+// arguments) and scenario/agent handoffs. Message bodies and raw tool
+// results are intentionally not echoed here.
+const steps = computed(() => {
+  const runContext = session.value?.runContext;
+  const result = [];
+  let currentAgent = null;
+
+  (Array.isArray(runContext) ? runContext : []).forEach(entry => {
+    if (entry?.role !== 'assistant') return;
+
+    const agentName = entry.agentName;
+    if (agentName && agentName !== currentAgent) {
+      if (currentAgent !== null) {
+        result.push({ type: 'handoff', name: handoffLabel(agentName) });
+      }
+      currentAgent = agentName;
+    }
+
+    (entry.toolCalls || []).forEach(call => {
+      // Agent-to-agent transfers surface as "handoff_to_<agent>" tool calls;
+      // the agent_name change above already yields a handoff step for them.
+      if (call.name?.startsWith('handoff_to_')) return;
+
+      result.push({
+        type: 'tool',
+        name: humanizeToolName(call.name),
+        detail: formatArguments(call.arguments),
+      });
+    });
+  });
+
+  return result;
+});
+
+// The final assistant entry stores structured content ({response, reasoning});
+// surface the model's reasoning for the reply it produced.
+const reasoning = computed(() => {
+  const runContext = session.value?.runContext;
+  if (!Array.isArray(runContext)) return '';
+
+  const entry = [...runContext]
+    .reverse()
+    .find(item => item?.role === 'assistant' && item.content?.reasoning);
+  return entry?.content?.reasoning || '';
+});
+
+const STEP_ICONS = {
+  tool: 'i-ph-wrench',
+  handoff: 'i-ph-user-switch',
+};
+
+const STEP_KEYPATHS = {
+  tool: 'CONVERSATION.CAPTAIN_GENERATION.STEP_TOOL',
+  handoff: 'CONVERSATION.CAPTAIN_GENERATION.STEP_HANDOFF',
+};
+
+const currentUser = useMapGetter('getCurrentUser');
+const isSuperAdmin = computed(() => currentUser.value.type === 'SuperAdmin');
+
+// Model and credits are only surfaced to super admins and in development.
+const devDetails = computed(() => {
+  if (!session.value) return null;
+  if (!import.meta.env.DEV && !isSuperAdmin.value) return null;
+  const model = t('CONVERSATION.CAPTAIN_GENERATION.MODEL', {
+    model: session.value.llmModel,
+  });
+  const credits = t('CONVERSATION.CAPTAIN_GENERATION.CREDITS', {
+    credits: session.value.creditsConsumed,
+  });
+  return `${model} · ${credits}`;
+});
+
+// With the sparkle at the row start, the meta gets pushed to the opposite end;
+// without it, fall back to the message orientation.
+const rowLayoutClass = computed(() => {
+  if (showSparkle.value) return 'justify-between';
+  return orientation.value === ORIENTATION.LEFT
+    ? 'justify-start'
+    : 'justify-end';
+});
+
+// Blend the sparkle with the bubble background: amber on private notes,
+// slate everywhere else. Tokens adapt to dark mode on their own.
+const sparkleColorClass = computed(() => {
+  if (variant.value === MESSAGE_VARIANTS.PRIVATE) {
+    return isOpen.value
+      ? 'text-n-amber-12/80'
+      : 'text-n-amber-12/40 hover:text-n-amber-12/70';
+  }
+  return isOpen.value
+    ? 'text-n-slate-12'
+    : 'text-n-slate-11/60 hover:text-n-slate-12';
+});
+
+const popoverAlign = computed(() =>
+  orientation.value === ORIENTATION.LEFT ? 'start' : 'end'
+);
+
+const prefetch = () => {
+  store.dispatch('captainAgentSessions/fetch', {
+    messageId: props.messageId,
+    createdAt: createdAt.value,
+  });
+};
+
+const onPopoverShow = () => {
+  isOpen.value = true;
+  prefetch();
+};
+
+const onPopoverHide = () => {
+  isOpen.value = false;
+};
+</script>
+
+<template>
+  <div class="flex items-center gap-1.5" :class="rowLayoutClass">
+    <Popover
+      v-if="showSparkle"
+      :align="popoverAlign"
+      @show="onPopoverShow"
+      @hide="onPopoverHide"
+    >
+      <button
+        v-tooltip="t('CONVERSATION.CAPTAIN_GENERATION.TITLE')"
+        type="button"
+        class="inline-flex items-center gap-1 p-0 bg-transparent border-0 cursor-pointer"
+        :class="sparkleColorClass"
+        @mouseenter="prefetch"
+        @focus="prefetch"
+      >
+        <Icon icon="i-ph-sparkle-fill" class="size-3.5" />
+        <span class="text-xs">
+          {{ t('CONVERSATION.CAPTAIN_GENERATION.GENERATED_BY') }}
+        </span>
+      </button>
+      <template #content>
+        <div class="flex flex-col gap-4 p-4 w-80">
+          <span v-if="isLoading" class="text-xs text-n-slate-11">
+            {{ t('CONVERSATION.CAPTAIN_GENERATION.LOADING') }}
+          </span>
+          <span v-else-if="!session" class="text-xs text-n-slate-11">
+            {{ t('CONVERSATION.CAPTAIN_GENERATION.EMPTY') }}
+          </span>
+          <template v-else>
+            <div v-if="steps.length" class="flex flex-col gap-2">
+              <span class="text-xs font-medium text-n-slate-11">
+                {{ t('CONVERSATION.CAPTAIN_GENERATION.TIMELINE') }}
+              </span>
+              <div class="flex flex-col">
+                <div
+                  v-for="(step, index) in steps"
+                  :key="index"
+                  class="flex gap-2.5"
+                >
+                  <div class="flex flex-col items-center">
+                    <span
+                      class="flex items-center justify-center rounded-full size-5 bg-n-alpha-2 text-n-slate-11"
+                    >
+                      <Icon :icon="STEP_ICONS[step.type]" class="size-3" />
+                    </span>
+                    <span
+                      v-if="index < steps.length - 1"
+                      class="flex-1 w-px min-h-2 bg-n-weak"
+                    />
+                  </div>
+                  <div
+                    class="flex flex-col min-w-0 gap-0.5"
+                    :class="index < steps.length - 1 ? 'pb-3' : ''"
+                  >
+                    <I18nT
+                      :keypath="STEP_KEYPATHS[step.type]"
+                      tag="span"
+                      class="text-xs leading-5 text-n-slate-11"
+                    >
+                      <template #name>
+                        <span class="font-medium text-n-slate-12">
+                          {{ step.name }}
+                        </span>
+                      </template>
+                    </I18nT>
+                    <span
+                      v-if="step.detail"
+                      class="text-xs text-n-slate-11 break-words"
+                    >
+                      {{ step.detail }}
+                    </span>
+                  </div>
+                </div>
+              </div>
+            </div>
+            <div v-if="citations.length" class="flex flex-col gap-2">
+              <div class="flex items-baseline gap-1.5">
+                <span class="text-xs font-medium text-n-slate-11">
+                  {{ t('CONVERSATION.CAPTAIN_GENERATION.SOURCES') }}
+                </span>
+                <span class="text-xs text-n-slate-10">
+                  {{
+                    t(
+                      'CONVERSATION.CAPTAIN_GENERATION.SOURCES_SUMMARY',
+                      citations.length
+                    )
+                  }}
+                </span>
+              </div>
+              <ul class="flex flex-col gap-1 m-0 list-disc ps-4">
+                <li
+                  v-for="citation in citations"
+                  :key="citation.id"
+                  class="text-xs text-n-slate-12"
+                >
+                  <a
+                    v-if="citation.link"
+                    :href="citation.link"
+                    target="_blank"
+                    rel="noopener noreferrer"
+                    class="text-xs text-n-blue-11 hover:underline"
+                  >
+                    {{ citation.title || citation.link }}
+                  </a>
+                  <span v-else>{{ citation.title }}</span>
+                </li>
+              </ul>
+            </div>
+            <div v-if="reasoning" class="flex flex-col gap-2">
+              <span class="text-xs font-medium text-n-slate-11">
+                {{ t('CONVERSATION.CAPTAIN_GENERATION.REASONING') }}
+              </span>
+              <p class="m-0 text-xs leading-normal text-n-slate-12 break-words">
+                {{ reasoning }}
+              </p>
+            </div>
+            <span v-if="devDetails" class="text-xs text-n-slate-11">
+              {{ devDetails }}
+            </span>
+          </template>
+        </div>
+      </template>
+    </Popover>
+    <slot name="meta" />
+  </div>
+</template>

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

@@ -2,6 +2,7 @@
 import { computed } from 'vue';
 
 import MessageMeta from '../MessageMeta.vue';
+import CaptainGenerationDetails from '../CaptainGenerationDetails.vue';
 
 import { emitter } from 'shared/helpers/mitt';
 import { useMessageContext } from '../provider.js';
@@ -9,16 +10,38 @@ import { useI18n } from 'vue-i18n';
 
 import MessageFormatter from 'shared/helpers/MessageFormatter.js';
 import { BUS_EVENTS } from 'shared/constants/busEvents';
-import { MESSAGE_VARIANTS, ORIENTATION } from '../constants';
+import { MESSAGE_VARIANTS, ORIENTATION, SENDER_TYPES } from '../constants';
 
 const props = defineProps({
   hideMeta: { type: Boolean, default: false },
 });
 
-const { variant, orientation, inReplyTo, shouldGroupWithNext } =
-  useMessageContext();
+const {
+  variant,
+  orientation,
+  inReplyTo,
+  shouldGroupWithNext,
+  id,
+  sender,
+  senderType,
+} = useMessageContext();
 const { t } = useI18n();
 
+const isCaptainMessage = computed(
+  () =>
+    (sender.value?.type ?? senderType.value) === SENDER_TYPES.CAPTAIN_ASSISTANT
+);
+
+const metaColorClass = computed(() =>
+  variant.value === MESSAGE_VARIANTS.PRIVATE
+    ? 'text-n-amber-12/50'
+    : 'text-n-slate-11'
+);
+
+const emailMetaClass = computed(() =>
+  variant.value === MESSAGE_VARIANTS.EMAIL ? 'px-3 pb-3' : ''
+);
+
 const varaintBaseMap = {
   [MESSAGE_VARIANTS.AGENT]: 'bg-n-solid-blue text-n-slate-12',
   [MESSAGE_VARIANTS.PRIVATE]:
@@ -114,16 +137,21 @@ const replyToPreview = computed(() => {
       />
     </div>
     <slot />
-    <MessageMeta
-      v-if="shouldShowMeta"
-      :class="[
-        flexOrientationClass,
-        variant === MESSAGE_VARIANTS.EMAIL ? 'px-3 pb-3' : '',
-        variant === MESSAGE_VARIANTS.PRIVATE
-          ? 'text-n-amber-12/50'
-          : 'text-n-slate-11',
-      ]"
-      class="mt-2"
-    />
+    <template v-if="shouldShowMeta">
+      <CaptainGenerationDetails
+        v-if="isCaptainMessage"
+        :message-id="id"
+        class="mt-2"
+      >
+        <template #meta>
+          <MessageMeta :class="[emailMetaClass, metaColorClass]" />
+        </template>
+      </CaptainGenerationDetails>
+      <MessageMeta
+        v-else
+        :class="[flexOrientationClass, emailMetaClass, metaColorClass]"
+        class="mt-2"
+      />
+    </template>
   </div>
 </template>

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

@@ -263,9 +263,9 @@ const handleCallBack = async () => {
   if (!canCallBack.value || isInitiatingCall.value) return;
   try {
     if (isWhatsapp.value) {
-      const response = await whatsappCallSession.initiateOutboundCall(
-        conversationId.value
-      );
+      const response = await whatsappCallSession.initiateOutboundCall({
+        conversationId: conversationId.value,
+      });
       if (response?.status === VOICE_CALL_OUTBOUND_INIT_STATUS.LOCKED) return;
       // Permission template path returns no call id — show banner, no widget yet.
       if (!response?.id) {

app/javascript/dashboard/components-next/popover/Popover.vue

@@ -1,7 +1,11 @@
 <script setup>
 import { ref, computed, watch, nextTick } from 'vue';
 import { vOnClickOutside } from '@vueuse/components';
-import { useBreakpoints, breakpointsTailwind } from '@vueuse/core';
+import {
+  useBreakpoints,
+  breakpointsTailwind,
+  useEventListener,
+} from '@vueuse/core';
 import { useDropdownPosition } from 'dashboard/composables/useDropdownPosition';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
 import TeleportWithDirection from 'dashboard/components-next/TeleportWithDirection.vue';
@@ -16,6 +20,10 @@ const props = defineProps({
     type: Boolean,
     default: false,
   },
+  closeOnScroll: {
+    type: Boolean,
+    default: true,
+  },
   showContentBorder: {
     type: Boolean,
     default: true,
@@ -41,8 +49,12 @@ const { fixedPosition, updatePosition } = useDropdownPosition(
   { align: props.align }
 );
 
+const SCROLL_CLOSE_THRESHOLD = 24;
+const triggerTopAtOpen = ref(0);
+
 const show = async () => {
   isActive.value = true;
+  triggerTopAtOpen.value = triggerRef.value?.getBoundingClientRect().top ?? 0;
   if (!isMobile.value) {
     await nextTick();
     updatePosition();
@@ -56,6 +68,22 @@ const hide = () => {
   emit('hide');
 };
 
+// The teleported popover tracks its trigger while ancestors scroll; allow
+// small drift (trackpad inertia), but close once the trigger moves further.
+useEventListener(
+  window,
+  'scroll',
+  event => {
+    if (!props.closeOnScroll || !showPopover.value) return;
+    if (popoverRef.value?.contains(event.target)) return;
+    const top = triggerRef.value?.getBoundingClientRect().top ?? 0;
+    if (Math.abs(top - triggerTopAtOpen.value) > SCROLL_CLOSE_THRESHOLD) {
+      hide();
+    }
+  },
+  { capture: true, passive: true }
+);
+
 const toggle = async () => {
   if (isActive.value) hide();
   else await show();

app/javascript/dashboard/components-next/whatsapp/WhatsAppTemplateParser.vue

@@ -13,6 +13,7 @@ import { useVuelidate } from '@vuelidate/core';
 import { requiredIf } from '@vuelidate/validators';
 import { useI18n } from 'vue-i18n';
 
+import { isWhatsAppComplete } from '@chatwoot/utils';
 import Input from 'dashboard/components-next/input/Input.vue';
 import {
   buildTemplateParameters,
@@ -84,29 +85,10 @@ const renderedTemplate = computed(() => {
   return replaceTemplateVariables(bodyText.value, processedParams.value);
 });
 
-const isFormInvalid = computed(() => {
-  if (!hasVariables.value && !hasMediaHeader.value) return false;
-
-  if (hasMediaHeader.value && !processedParams.value.header?.media_url) {
-    return true;
-  }
-
-  if (hasVariables.value && processedParams.value.body) {
-    const hasEmptyBodyVariable = Object.values(processedParams.value.body).some(
-      value => !value
-    );
-    if (hasEmptyBodyVariable) return true;
-  }
-
-  if (processedParams.value.buttons) {
-    const hasEmptyButtonParameter = processedParams.value.buttons.some(
-      button => !button.parameter
-    );
-    if (hasEmptyButtonParameter) return true;
-  }
-
-  return false;
-});
+// Completeness validation is shared with the mobile app via @chatwoot/utils.
+const isFormInvalid = computed(
+  () => !isWhatsAppComplete(props.template, processedParams.value)
+);
 
 const v$ = useVuelidate(
   {

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/components/widgets/conversation/ConversationCallButton.vue

@@ -69,9 +69,9 @@ const callButtonTooltip = computed(() =>
 const startWhatsappCall = async () => {
   if (whatsappCallSession.isInitiating.value) return;
   try {
-    const response = await whatsappCallSession.initiateOutboundCall(
-      props.chat.id
-    );
+    const response = await whatsappCallSession.initiateOutboundCall({
+      conversationId: props.chat.id,
+    });
 
     // Composable returns LOCKED when init is already in flight or a call is
     // active; soft no-op so a parallel click doesn't trigger a banner.

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

@@ -33,9 +33,7 @@ import {
 // constants
 import { BUS_EVENTS } from 'shared/constants/busEvents';
 import { REPLY_POLICY } from 'shared/constants/links';
-import wootConstants, {
-  META_RESTRICTION_STATUS_URL,
-} from 'dashboard/constants/globals';
+import wootConstants from 'dashboard/constants/globals';
 import { LOCAL_STORAGE_KEYS } from 'dashboard/constants/localStorage';
 import { INBOX_TYPES } from 'dashboard/helper/inbox';
 
@@ -95,7 +93,6 @@ export default {
       currentUserId: 'getCurrentUserID',
       listLoadingStatus: 'getAllMessagesLoaded',
       currentAccountId: 'getCurrentAccountId',
-      isOnChatwootCloud: 'globalConfig/isOnChatwootCloud',
     }),
     isOpen() {
       return this.currentChat?.status === wootConstants.STATUS_TYPE.OPEN;
@@ -173,13 +170,6 @@ export default {
         instagramInbox
       );
     },
-    isInstagramRestrictionBannerVisible() {
-      return this.isOnChatwootCloud && this.isAnInstagramChannel;
-    },
-    instagramRestrictionStatusUrl() {
-      return META_RESTRICTION_STATUS_URL;
-    },
-
     replyWindowBannerMessage() {
       if (this.isAWhatsAppChannel) {
         return this.$t('CONVERSATION.TWILIO_WHATSAPP_CAN_REPLY');
@@ -464,15 +454,7 @@ export default {
   >
     <div ref="topBannerRef">
       <Banner
-        v-if="isInstagramRestrictionBannerVisible"
-        color-scheme="warning"
-        class="mx-2 mt-2 overflow-hidden rounded-lg"
-        :banner-message="$t('CONVERSATION.INSTAGRAM_RESTRICTION_BANNER')"
-        :href-link="instagramRestrictionStatusUrl"
-        :href-link-text="$t('CONVERSATION.INSTAGRAM_RESTRICTION_STATUS_LINK')"
-      />
-      <Banner
-        v-else-if="!currentChat.can_reply"
+        v-if="!currentChat.can_reply"
         color-scheme="alert"
         class="mx-2 mt-2 overflow-hidden rounded-lg"
         :banner-message="replyWindowBannerMessage"

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/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/composables/useWhatsappCallSession.js

@@ -308,7 +308,8 @@ export function useWhatsappCallSession() {
     }
   };
 
-  const initiateOutboundCall = async conversationId => {
+  // target: { conversationId } or { contactId, inboxId }
+  const initiateOutboundCall = async target => {
     // Module-scoped lock + active-session guard so a second click — from the
     // same composable instance OR a different one (header vs contact panel)
     // OR while a call is already live — can't tear down the in-flight setup
@@ -320,10 +321,7 @@ export function useWhatsappCallSession() {
     isInitiatingOutbound.value = true;
     try {
       const sdpOffer = await prepareOutboundOffer();
-      const response = await WhatsappCallsAPI.initiate(
-        conversationId,
-        sdpOffer
-      );
+      const response = await WhatsappCallsAPI.initiate(target, sdpOffer);
       if (response?.id) {
         activeCallId = response.id;
         // A connect webhook that raced ahead of this response was buffered;
@@ -354,7 +352,7 @@ export function useWhatsappCallSession() {
         data?.status === VOICE_CALL_OUTBOUND_INIT_STATUS.PERMISSION_REQUESTED ||
         data?.status === VOICE_CALL_OUTBOUND_INIT_STATUS.PERMISSION_PENDING
       ) {
-        return { status: data.status };
+        return { status: data.status, conversation_id: data.conversation_id };
       }
       throw e;
     } finally {

app/javascript/dashboard/constants/globals.js

@@ -78,5 +78,3 @@ export default {
   },
 };
 export const DEFAULT_REDIRECT_URL = '/app/';
-export const META_RESTRICTION_STATUS_URL =
-  'https://status.chatwoot.com/incident/948346';

app/javascript/dashboard/featureFlags.js

@@ -7,8 +7,7 @@ export const FEATURE_FLAGS = {
   AUTOMATIONS: 'automations',
   CAMPAIGNS: 'campaigns',
   WHATSAPP_CAMPAIGNS: 'whatsapp_campaign',
-  WHATSAPP_EMBEDDED_SIGNUP_INBOX_CREATION:
-    'whatsapp_embedded_signup_inbox_creation',
+  WHATSAPP_EMBEDDED_SIGNUP_FLOW: 'whatsapp_embedded_signup_inbox_creation',
   WHATSAPP_MANUAL_TRANSFER: 'whatsapp_manual_transfer',
   WHATSAPP_RECONFIGURE: 'whatsapp_reconfigure',
   CANNED_RESPONSES: 'canned_responses',

app/javascript/dashboard/helper/URLHelper.js

@@ -127,25 +127,8 @@ export const getHostNameFromURL = url => {
   }
 };
 
-/**
- * Extracts filename from a URL
- * @param {string} url - The URL to extract filename from
- * @returns {string} - The extracted filename or original URL if extraction fails
- */
-export const extractFilenameFromUrl = url => {
-  if (!url || typeof url !== 'string') return url;
-
-  try {
-    const urlObj = new URL(url);
-    const pathname = urlObj.pathname;
-    const filename = pathname.split('/').pop();
-    return filename || url;
-  } catch (error) {
-    // If URL parsing fails, try to extract filename using regex
-    const match = url.match(/\/([^/?#]+)(?:[?#]|$)/);
-    return match ? match[1] : url;
-  }
-};
+// Shared with the mobile app via @chatwoot/utils.
+export { extractFilenameFromUrl } from '@chatwoot/utils';
 
 /**
  * Normalizes a comma/newline separated list of domains

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/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/helper/specs/templateHelper.spec.js

@@ -156,12 +156,18 @@ describe('templateHelper', () => {
       ]);
     });
 
-    it('should handle templates with no variables', () => {
+    it('should handle templates with no variables but a media header', () => {
       const emptyTemplate = templates.find(
         t => t.name === 'no_variable_template'
       );
-      const result = buildTemplateParameters(emptyTemplate, false);
-      expect(result).toEqual({});
+      const result = buildTemplateParameters(emptyTemplate);
+      // hasMediaHeader is derived from the template, so the document header is kept.
+      expect(result.body).toBeUndefined();
+      expect(result.header).toEqual({
+        media_url: '',
+        media_type: 'document',
+        media_name: '',
+      });
     });
 
     it('should build parameters for templates with multiple component types', () => {

app/javascript/dashboard/helper/templateHelper.js

@@ -1,19 +1,16 @@
-// Constants
+import { processVariable, buildWhatsAppProcessedParams } from '@chatwoot/utils';
+
+// Constants and pure template helpers are shared with the mobile app via
+// @chatwoot/utils so the logic lives in one place.
+export {
+  MEDIA_FORMATS,
+  COMPONENT_TYPES,
+  findComponentByType,
+  processVariable,
+} from '@chatwoot/utils';
+
 export const DEFAULT_LANGUAGE = 'en';
 export const DEFAULT_CATEGORY = 'UTILITY';
-export const COMPONENT_TYPES = {
-  HEADER: 'HEADER',
-  BODY: 'BODY',
-  BUTTONS: 'BUTTONS',
-};
-export const MEDIA_FORMATS = ['IMAGE', 'VIDEO', 'DOCUMENT'];
-
-export const findComponentByType = (template, type) =>
-  template.components?.find(component => component.type === type);
-
-export const processVariable = str => {
-  return str.replace(/{{|}}/g, '');
-};
 
 export const allKeysRequired = value => {
   const keys = Object.keys(value);
@@ -27,70 +24,7 @@ export const replaceTemplateVariables = (templateText, processedParams) => {
   });
 };
 
-export const buildTemplateParameters = (template, hasMediaHeaderValue) => {
-  const allVariables = {};
-
-  const bodyComponent = findComponentByType(template, COMPONENT_TYPES.BODY);
-  const headerComponent = findComponentByType(template, COMPONENT_TYPES.HEADER);
-
-  if (!bodyComponent) return allVariables;
-
-  const templateString = bodyComponent.text;
-
-  // Process body variables
-  const matchedVariables = templateString.match(/{{([^}]+)}}/g);
-  if (matchedVariables) {
-    allVariables.body = {};
-    matchedVariables.forEach(variable => {
-      const key = processVariable(variable);
-      allVariables.body[key] = '';
-    });
-  }
-
-  if (hasMediaHeaderValue) {
-    if (!allVariables.header) allVariables.header = {};
-    allVariables.header.media_url = '';
-    allVariables.header.media_type = headerComponent.format.toLowerCase();
-
-    // For document templates, include media_name field for filename support
-    if (headerComponent.format.toLowerCase() === 'document') {
-      allVariables.header.media_name = '';
-    }
-  }
-
-  // Process button variables
-  const buttonComponents = template.components.filter(
-    component => component.type === COMPONENT_TYPES.BUTTONS
-  );
-
-  buttonComponents.forEach(buttonComponent => {
-    if (buttonComponent.buttons) {
-      buttonComponent.buttons.forEach((button, index) => {
-        // Handle URL buttons with variables
-        if (button.type === 'URL' && button.url && button.url.includes('{{')) {
-          const buttonVars = button.url.match(/{{([^}]+)}}/g) || [];
-          if (buttonVars.length > 0) {
-            if (!allVariables.buttons) allVariables.buttons = [];
-            allVariables.buttons[index] = {
-              type: 'url',
-              parameter: '',
-              url: button.url,
-              variables: buttonVars.map(v => processVariable(v)),
-            };
-          }
-        }
-
-        // Handle copy code buttons
-        if (button.type === 'COPY_CODE') {
-          if (!allVariables.buttons) allVariables.buttons = [];
-          allVariables.buttons[index] = {
-            type: 'copy_code',
-            parameter: '',
-          };
-        }
-      });
-    }
-  });
-
-  return allVariables;
-};
+// The media-header flag is derived from the template inside the shared helper;
+// the second argument is kept for backwards-compatible call sites.
+export const buildTemplateParameters = template =>
+  buildWhatsAppProcessedParams(template);

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

@@ -44,8 +44,6 @@
     "TWILIO_WHATSAPP_CAN_REPLY": "You can only reply to this conversation using a template message due to",
     "TWILIO_WHATSAPP_24_HOURS_WINDOW": "24 hour message window restriction",
     "OLD_INSTAGRAM_INBOX_REPLY_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. All new messages will show up there. You won’t be able to send messages from this conversation anymore.",
-    "INSTAGRAM_RESTRICTION_BANNER": "Instagram is currently restricted. Some messages or actions may be delayed or unavailable while we restore full support.",
-    "INSTAGRAM_RESTRICTION_STATUS_LINK": "View status update",
     "REPLYING_TO": "You are replying to:",
     "REMOVE_SELECTION": "Remove Selection",
     "DOWNLOAD": "Download",
@@ -72,6 +70,20 @@
     "RATING_TITLE": "Rating",
     "FEEDBACK_TITLE": "Feedback",
     "REPLY_MESSAGE_NOT_FOUND": "Message not available",
+    "CAPTAIN_GENERATION": {
+      "TITLE": "How was this reply generated?",
+      "GENERATED_BY": "Generated by Captain",
+      "LOADING": "Loading details…",
+      "EMPTY": "No generation details available for this message.",
+      "TIMELINE": "Generation steps",
+      "STEP_TOOL": "Called {name}",
+      "STEP_HANDOFF": "Handed off to {name}",
+      "REASONING": "Reasoning",
+      "SOURCES": "Knowledge base",
+      "SOURCES_SUMMARY": "{count} result | {count} results",
+      "MODEL": "Generated with {model}",
+      "CREDITS": "Credits: {credits}"
+    },
     "CARD": {
       "SHOW_LABELS": "Show labels",
       "HIDE_LABELS": "Hide labels",

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

@@ -58,9 +58,7 @@
         "ERROR_MESSAGE": "There was an error connecting to Instagram, please try again",
         "ERROR_AUTH": "There was an error connecting to Instagram, please try again",
         "NEW_INBOX_SUGGESTION": "This Instagram account was previously linked to a different inbox and has now been migrated here. All new messages will appear here. The old inbox will no longer be able to send or receive messages for this account.",
-        "DUPLICATE_INBOX_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. You won’t be able to send/receive Instagram messages from this inbox anymore.",
-        "SETTINGS_RESTRICTED_WARNING": "Instagram is currently restricted. Some messages or actions may be delayed or unavailable while we restore full support.",
-        "STATUS_LINK": "View status update"
+        "DUPLICATE_INBOX_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. You won’t be able to send/receive Instagram messages from this inbox anymore."
       },
       "TIKTOK": {
         "CONTINUE_WITH_TIKTOK": "Continue with TikTok",
@@ -293,100 +291,6 @@
           "WEBHOOK_URL": "Webhook URL",
           "WEBHOOK_VERIFICATION_TOKEN": "Webhook Verification Token"
         },
-        "MANUAL_SETUP": {
-          "HEADER": {
-            "TITLE": "Connect WhatsApp manually",
-            "DESCRIPTION": "Follow these steps to prepare your Meta account and connect your number to Chatwoot."
-          },
-          "APP": {
-            "TITLE": "Create or select a Meta app",
-            "DESCRIPTION": "Your WhatsApp number must belong to a Meta app with the WhatsApp use case enabled.",
-            "ITEM_1": "Open {metaDevelopers} and sign in with an administrator account.",
-            "META_DEVELOPERS": "Meta Developers",
-            "ITEM_2": "Create a new app, or select the app you already use for this WhatsApp number.",
-            "ITEM_3": "Choose the option to connect with customers through WhatsApp.",
-            "ITEM_4": "Select the business portfolio that owns, or will own, the WhatsApp number.",
-            "VIDEO_TITLE": "Watch: Create a Meta app",
-            "VIDEO_DESCRIPTION": "This short walkthrough shows where to start a new app in Meta Developers."
-          },
-          "NUMBER": {
-            "TITLE": "Add your phone number and get its IDs",
-            "DESCRIPTION": "Add and verify the production number in your Meta app, then copy the two identifiers shown in API Setup.",
-            "ITEM_1": "Open the WhatsApp use case in your Meta app and choose API Setup.",
-            "ITEM_2": "In the Send and receive messages section, open the From selector.",
-            "ITEM_3": "Select an existing production number, or choose Add phone number.",
-            "ITEM_4": "Complete the WhatsApp business profile requested by Meta.",
-            "ITEM_5": "Verify the phone number using the OTP sent by SMS or voice call.",
-            "ITEM_6": "Copy the Phone Number ID and WhatsApp Business Account ID shown in API Setup.",
-            "VIDEO_TITLE": "Watch: Add a phone number and find its IDs",
-            "VIDEO_DESCRIPTION": "This walkthrough shows how to add or select a production number and copy the identifiers from Meta."
-          },
-          "TOKEN": {
-            "TITLE": "Generate a permanent access token",
-            "DESCRIPTION": "Create a Meta system user with access to your app and WhatsApp Business Account.",
-            "ITEM_1": "Open Meta Business Settings and go to Users → System users.",
-            "ITEM_2": "Create an admin system user, or select an existing one.",
-            "ITEM_3": "Assign your Meta app and WhatsApp Business Account to the system user.",
-            "ITEM_4": "Grant full control for the assigned WhatsApp assets.",
-            "ITEM_5": "Generate a token for your Meta app and set its expiration to Never.",
-            "ITEM_6": "Select whatsapp_business_management and whatsapp_business_messaging, then copy the token.",
-            "VIDEO_TITLE": "Watch: Generate a permanent access token",
-            "VIDEO_DESCRIPTION": "This walkthrough shows how to select your Meta app, choose a non-expiring token, and grant the required WhatsApp permissions.",
-            "WARNING": "Meta shows the token only once. Copy it before closing the dialog."
-          },
-          "DETAILS": {
-            "WABA_LABEL": "WhatsApp Business Account ID",
-            "WABA_PLACEHOLDER": "Enter WABA ID",
-            "PHONE_ID_LABEL": "Phone Number ID",
-            "PHONE_ID_PLACEHOLDER": "Enter Phone Number ID",
-            "TOKEN_LABEL": "Permanent access token",
-            "TOKEN_PLACEHOLDER": "Paste access token"
-          },
-          "REVIEW": {
-            "TITLE": "Create your WhatsApp inbox",
-            "DESCRIPTION": "Review the number details and choose a name for the inbox.",
-            "VERIFIED": "Your Meta number and access token are valid.",
-            "BUSINESS_NAME": "Business name",
-            "PHONE_NUMBER": "Phone number",
-            "PHONE_ID": "Phone Number ID",
-            "WABA_ID": "WhatsApp Business Account ID",
-            "INBOX_NAME": "Inbox name",
-            "INBOX_NAME_HELP": "We generated this name from your verified Meta business name. You can change it."
-          },
-          "VERIFY": {
-            "TITLE": "Verify your connection",
-            "DESCRIPTION": "Chatwoot is checking number access and configuring your Meta webhook.",
-            "NUMBER_ACCESS": "Number access",
-            "TEMPLATE_ACCESS": "Template access",
-            "CALLBACK": "Webhook callback",
-            "SUBSCRIPTION": "Webhook subscription",
-            "WEBHOOK_URL": "Webhook URL",
-            "COPY": "Copy",
-            "COPY_SUCCESS": "Webhook URL copied to clipboard",
-            "COMPLETE": "Verified",
-            "PENDING": "Pending",
-            "SUCCESS": "Your WhatsApp number is connected and ready for agent assignment."
-          },
-          "ACTIONS": {
-            "BACK": "Back",
-            "OPEN_META_APPS": "Open Meta Apps",
-            "APP_READY": "My Meta app is ready",
-            "NEXT": "Next",
-            "OPEN_BUSINESS_SETTINGS": "Open Meta Business Settings",
-            "SHOW_TOKEN": "Show token",
-            "HIDE_TOKEN": "Hide token",
-            "VERIFY_DETAILS": "Verify details",
-            "CONNECT": "Create inbox",
-            "RETRY_WEBHOOK": "Retry webhook setup",
-            "CONTINUE": "Continue to add agents"
-          },
-          "ERRORS": {
-            "IDS_REQUIRED": "Enter the Phone Number ID and WhatsApp Business Account ID.",
-            "REQUIRED": "Enter the WABA ID, Phone Number ID, and permanent access token.",
-            "INVALID_TOKEN": "This access token is invalid or expired. Generate a new permanent token and try again.",
-            "GENERIC": "We could not complete the WhatsApp setup. Check your details and try again."
-          }
-        },
         "SUBMIT_BUTTON": "Create WhatsApp Channel",
         "EMBEDDED_SIGNUP": {
           "TITLE": "Quick setup with Meta",

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

@@ -819,6 +819,7 @@
       "HEADER": "Documents",
       "ADD_NEW": "Create a new document",
       "FAQ_COUNT": "{n} FAQ | {n} FAQs",
+      "USED_IN_CONVERSATIONS": "Used in {n} conversation | Used in {n} conversations",
       "SELECTED": "{count} selected",
       "SELECT_ALL": "Select all ({count})",
       "UNSELECT_ALL": "Unselect all ({count})",

app/javascript/dashboard/routes/dashboard/calls/pages/CallsIndex.vue

@@ -1,5 +1,6 @@
 <script setup>
-import { computed, ref, watch } from 'vue';
+import { computed, ref, watch, onMounted } from 'vue';
+import { until } from '@vueuse/core';
 import { useI18n } from 'vue-i18n';
 import { useRoute, useRouter } from 'vue-router';
 import { useMapGetter, useStore } from 'dashboard/composables/store';
@@ -49,7 +50,9 @@ const isVoiceEnabled = computed(
 const calls = computed(() => callHistoryStore.records);
 const meta = computed(() => callHistoryStore.meta);
 const isFetching = computed(() => callHistoryStore.uiFlags.isFetching);
-const inboxesUiFlags = useMapGetter('inboxes/getUIFlags');
+const accountUiFlags = useMapGetter('accounts/getUIFlags');
+
+const isInitializing = ref(true);
 
 // Filters are seeded from the URL so a shared link restores the same view.
 const activity = ref(
@@ -98,20 +101,25 @@ const onPageChange = page => {
   fetchCalls();
 };
 
-// inboxes/get flips isFetching true synchronously, so the spinner shows on the
-// first render and the setup CTA never flashes; hit the calls endpoint only
-// once inboxes confirm voice is on.
-store.dispatch('inboxes/get').then(() => {
-  if (!isVoiceEnabled.value) return;
-  // Only admins see the assignee filter, so only they need the agent list.
-  if (isAdmin.value) store.dispatch('agents/get');
-  fetchCalls();
+onMounted(async () => {
+  try {
+    await Promise.all([
+      store.dispatch('inboxes/get'),
+      until(() => accountUiFlags.value.isFetchingItem).toBe(false),
+    ]);
+    if (!isVoiceEnabled.value) return;
+    // Only admins see the assignee filter, so only they need the agent list.
+    if (isAdmin.value) store.dispatch('agents/get');
+    await fetchCalls();
+  } finally {
+    isInitializing.value = false;
+  }
 });
 </script>
 
 <template>
   <div
-    v-if="inboxesUiFlags.isFetching"
+    v-if="isInitializing"
     class="flex items-center justify-center w-full h-full bg-n-surface-1"
   >
     <Spinner :size="24" />

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

@@ -1,5 +1,5 @@
 <script setup>
-import { computed, ref, watch } from 'vue';
+import { computed, onUnmounted, ref, watch } from 'vue';
 import { useI18n } from 'vue-i18n';
 import { useRoute } from 'vue-router';
 import { FEATURE_FLAGS } from 'dashboard/featureFlags';
@@ -26,21 +26,83 @@ const canDrilldown = computed(() => checkPermissions(['administrator']));
 const selectedRange = ref('this_month');
 
 const assistantId = computed(() => route.params.assistantId);
-const stats = ref(null);
+const metricStats = ref(null);
+const faqStats = ref(null);
+const isFetchingMetrics = ref(false);
 
-const fetchStats = async () => {
-  try {
-    const { data } = await CaptainAssistant.getStats({
+// Increments on every fetch so a response (or retry) from a superseded
+// range/assistant can't clobber the latest request's state.
+let metricsFetchToken = 0;
+let faqStatsFetchToken = 0;
+let metricsAbortController = null;
+let faqStatsAbortController = null;
+
+const fetchMetrics = async () => {
+  metricsFetchToken += 1;
+  const token = metricsFetchToken;
+  metricsAbortController?.abort();
+  metricsAbortController = new AbortController();
+  const { signal } = metricsAbortController;
+  metricStats.value = null;
+  isFetchingMetrics.value = true;
+
+  const requestMetrics = () =>
+    CaptainAssistant.getMetrics({
       assistantId: assistantId.value,
       range: selectedRange.value,
+      signal,
     });
-    stats.value = data;
+
+  let data = null;
+  try {
+    ({ data } = await requestMetrics());
   } catch {
-    stats.value = null;
+    // One silent retry before giving up, unless the request was aborted.
+    try {
+      if (token === metricsFetchToken && !signal.aborted)
+        ({ data } = await requestMetrics());
+    } catch {
+      data = null;
+    }
+  }
+
+  if (token !== metricsFetchToken || signal.aborted) return;
+  metricStats.value = data;
+  isFetchingMetrics.value = false;
+};
+
+const fetchFaqStats = async () => {
+  faqStatsFetchToken += 1;
+  const token = faqStatsFetchToken;
+  faqStatsAbortController?.abort();
+  faqStatsAbortController = new AbortController();
+  const { signal } = faqStatsAbortController;
+  faqStats.value = null;
+
+  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;
   }
 };
 
-watch([selectedRange, assistantId], fetchStats, { immediate: true });
+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.
@@ -60,7 +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 ? '+' : '';
@@ -154,9 +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" />
+        <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"
@@ -169,12 +231,15 @@ const closeDrilldown = () => {
             :trend="metric.trend"
             :hint="metric.hint"
             :trend-good="metric.trendGood"
-            :clickable="canDrilldown && Boolean(metric.metric)"
+            :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/captain/documents/Index.vue

@@ -417,6 +417,7 @@ onUnmounted(() => {
           :sync-in-progress="doc.sync_in_progress"
           :sync-stale-after-hours="syncIntervalHours"
           :responses-count="doc.responses_count"
+          :used-in-conversations-count="doc.used_in_conversations_count"
           :is-selected="canManageDocuments && bulkSelectedIds.has(doc.id)"
           :selectable="canManageDocuments"
           :show-selection-control="shouldShowSelectionControl(doc.id)"

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

@@ -18,9 +18,7 @@ export function useChannelConfig() {
     // app id (not the 'none' sentinel) and the signup configuration id.
     whatsapp: () =>
       (!isOnChatwootCloud.value ||
-        isCloudFeatureEnabled(
-          FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_INBOX_CREATION
-        )) &&
+        isCloudFeatureEnabled(FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_FLOW)) &&
       Boolean(installationConfig.whatsappAppId) &&
       installationConfig.whatsappAppId !== 'none' &&
       Boolean(installationConfig.whatsappConfigurationId),

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/dashboard/routes/dashboard/settings/inbox/ChannelList.vue

@@ -1,5 +1,5 @@
 <script setup>
-import { ref, computed, onMounted } from 'vue';
+import { computed } from 'vue';
 import { useI18n } from 'vue-i18n';
 import { useRouter } from 'vue-router';
 import { useMapGetter } from 'dashboard/composables/store';
@@ -14,7 +14,7 @@ const { accountId, currentAccount } = useAccount();
 
 const globalConfig = useMapGetter('globalConfig/get');
 
-const enabledFeatures = ref({});
+const enabledFeatures = computed(() => currentAccount.value?.features || {});
 
 const hasTiktokConfigured = computed(() => {
   return window.chatwootConfig?.tiktokAppId;
@@ -105,10 +105,6 @@ const channelList = computed(() => {
   return channels;
 });
 
-const initializeEnabledFeatures = async () => {
-  enabledFeatures.value = currentAccount.value.features;
-};
-
 const initChannelAuth = channel => {
   const params = {
     sub_page: channel,
@@ -116,10 +112,6 @@ const initChannelAuth = channel => {
   };
   router.push({ name: 'settings_inboxes_page_channel', params });
 };
-
-onMounted(() => {
-  initializeEnabledFeatures();
-});
 </script>
 
 <template>

app/javascript/dashboard/routes/dashboard/settings/inbox/FinishSetup.vue

@@ -49,10 +49,9 @@ const hasDuplicateInstagramInbox = computed(() => {
 });
 
 const shouldShowWhatsAppWebhookDetails = computed(() => {
-  const source = currentInbox.value.provider_config?.source;
   return (
     isAWhatsAppCloudChannel.value &&
-    !['embedded_signup', 'manual_setup_v2'].includes(source)
+    currentInbox.value.provider_config?.source !== 'embedded_signup'
   );
 });
 

app/javascript/dashboard/routes/dashboard/settings/inbox/InboxChannels.vue

@@ -69,7 +69,7 @@ const items = computed(() => {
         :global-config="globalConfig"
         :items="items"
       />
-      <div class="col-span-6 flex min-h-0 flex-col overflow-y-auto">
+      <div class="col-span-6 flex flex-col overflow-y-auto">
         <router-view />
       </div>
     </div>

app/javascript/dashboard/routes/dashboard/settings/inbox/Settings.vue

@@ -4,8 +4,6 @@ import { shouldBeUrl } from 'shared/helpers/Validators';
 import { useAlert } from 'dashboard/composables';
 import { useVuelidate } from '@vuelidate/core';
 import Avatar from 'next/avatar/Avatar.vue';
-import Banner from 'dashboard/components-next/banner/Banner.vue';
-import Icon from 'dashboard/components-next/icon/Icon.vue';
 import SettingIntroBanner from 'dashboard/components/widgets/SettingIntroBanner.vue';
 import SettingsToggleSection from 'dashboard/components-next/Settings/SettingsToggleSection.vue';
 import SettingsFieldSection from 'dashboard/components-next/Settings/SettingsFieldSection.vue';
@@ -46,11 +44,9 @@ import SelectInput from 'dashboard/components-next/select/Select.vue';
 import Widget from 'dashboard/modules/widget-preview/components/Widget.vue';
 import AccessToken from 'dashboard/routes/dashboard/settings/profile/AccessToken.vue';
 import { copyTextToClipboard } from 'shared/helpers/clipboard';
-import { META_RESTRICTION_STATUS_URL } from 'dashboard/constants/globals';
 
 export default {
   components: {
-    Banner,
     BotConfiguration,
     CollaboratorsPage,
     ConfigurationPage,
@@ -84,7 +80,6 @@ export default {
     WhatsappManualMigrationBanner,
     Widget,
     AccessToken,
-    Icon,
   },
   mixins: [inboxMixin],
   setup() {
@@ -348,12 +343,6 @@ export default {
     instagramUnauthorized() {
       return this.isAnInstagramChannel && this.inbox.reauthorization_required;
     },
-    showInstagramRestrictionSettingsBanner() {
-      return this.isOnChatwootCloud && this.isAnInstagramChannel;
-    },
-    metaRestrictionStatusUrl() {
-      return META_RESTRICTION_STATUS_URL;
-    },
     tiktokUnauthorized() {
       return this.isATiktokChannel && this.inbox.reauthorization_required;
     },
@@ -390,6 +379,11 @@ export default {
       return (
         this.isAWhatsAppCloudChannel &&
         this.isEmbeddedSignupWhatsApp &&
+        (!this.isOnChatwootCloud ||
+          this.isFeatureEnabledonAccount(
+            this.accountId,
+            FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_FLOW
+          )) &&
         this.inbox.reauthorization_required
       );
     },
@@ -815,29 +809,6 @@ export default {
           :class="bannerMaxWidth"
           @start="openWhatsAppManualMigrationDialog"
         />
-        <Banner
-          v-if="showInstagramRestrictionSettingsBanner"
-          color="amber"
-          class="mx-6 mb-4 max-w-4xl"
-        >
-          <div class="flex items-start gap-3 text-start">
-            <Icon
-              icon="i-lucide-triangle-alert"
-              class="flex-shrink-0 size-4 mt-0.5"
-            />
-            <span>
-              {{ $t('INBOX_MGMT.ADD.INSTAGRAM.SETTINGS_RESTRICTED_WARNING') }}
-              <a
-                :href="metaRestrictionStatusUrl"
-                class="link underline"
-                rel="noopener noreferrer nofollow"
-                target="_blank"
-              >
-                {{ $t('INBOX_MGMT.ADD.INSTAGRAM.STATUS_LINK') }}
-              </a>
-            </span>
-          </div>
-        </Banner>
 
         <div
           v-if="selectedTabKey === 'inbox-settings'"

app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Whatsapp.vue

@@ -5,7 +5,6 @@ import { useI18n, I18nT } from 'vue-i18n';
 import Twilio from './Twilio.vue';
 import ThreeSixtyDialogWhatsapp from './360DialogWhatsapp.vue';
 import CloudWhatsapp from './CloudWhatsapp.vue';
-import WhatsappManualSetup from './WhatsappManualSetup.vue';
 import WhatsappEmbeddedSignup from './WhatsappEmbeddedSignup.vue';
 import ChannelSelector from 'dashboard/components/ChannelSelector.vue';
 import { useAccount } from 'dashboard/composables/useAccount';
@@ -43,9 +42,7 @@ const shouldShowWhatsappEmbeddedSignup = computed(() => {
     selectedProvider.value === PROVIDER_TYPES.WHATSAPP &&
     hasWhatsappAppId.value &&
     (!isOnChatwootCloud.value ||
-      isCloudFeatureEnabled(
-        FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_INBOX_CREATION
-      ))
+      isCloudFeatureEnabled(FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_FLOW))
   );
 });
 
@@ -80,21 +77,14 @@ const shouldShowCloudWhatsapp = provider => {
   );
 };
 
-const isManualSetup = computed(
-  () =>
-    showConfiguration.value && shouldShowCloudWhatsapp(selectedProvider.value)
-);
-
 const handleManualLinkClick = () => {
   selectProvider(PROVIDER_TYPES.WHATSAPP_MANUAL);
 };
 </script>
 
 <template>
-  <div class="col-span-6 w-full h-full min-h-0 overflow-y-auto p-6">
-    <WhatsappManualSetup v-if="isManualSetup" />
-
-    <div v-else-if="showProviderSelection">
+  <div class="overflow-auto col-span-6 p-6 w-full h-full">
+    <div v-if="showProviderSelection">
       <div class="mb-10 text-left">
         <h1 class="mb-2 text-lg font-medium text-n-slate-12">
           {{ $t('INBOX_MGMT.ADD.WHATSAPP.SELECT_PROVIDER.TITLE') }}
@@ -145,6 +135,9 @@ const handleManualLinkClick = () => {
           </div>
         </div>
 
+        <!-- Show manual setup -->
+        <CloudWhatsapp v-else-if="shouldShowCloudWhatsapp(selectedProvider)" />
+
         <!-- Other providers -->
         <Twilio
           v-else-if="selectedProvider === PROVIDER_TYPES.TWILIO"

app/javascript/dashboard/routes/dashboard/settings/inbox/channels/WhatsappManualSetup.vue

@@ -1,826 +0,0 @@
-<script setup>
-import { computed, nextTick, onBeforeUnmount, reactive, ref } from 'vue';
-import { I18nT, useI18n } from 'vue-i18n';
-import { useRoute, useRouter } from 'vue-router';
-import { useStore } from 'vuex';
-
-import WhatsappChannelAPI from 'dashboard/api/channel/whatsappChannel';
-import Button from 'dashboard/components-next/button/Button.vue';
-import Icon from 'dashboard/components-next/icon/Icon.vue';
-import Input from 'dashboard/components-next/input/Input.vue';
-import { useAlert } from 'dashboard/composables';
-import { copyTextToClipboard } from 'shared/helpers/clipboard';
-
-const { t } = useI18n();
-const route = useRoute();
-const router = useRouter();
-const store = useStore();
-
-const TOTAL_STEPS = 5;
-const POLL_INTERVAL = 2000;
-const MAX_POLL_ATTEMPTS = 5;
-const META_APPS_URL = 'https://developers.facebook.com/apps/';
-const META_BUSINESS_SETTINGS_URL =
-  'https://business.facebook.com/settings/system-users/';
-const CREATE_APP_VIDEO_URL =
-  '/videos/whatsapp/manual-setup/create-meta-app.mp4';
-const CREATE_APP_VIDEO_POSTER_URL =
-  '/videos/whatsapp/manual-setup/create-meta-app-poster.jpg';
-const ADD_NUMBER_VIDEO_URL =
-  '/videos/whatsapp/manual-setup/add-phone-number.mp4';
-const ADD_NUMBER_VIDEO_POSTER_URL =
-  '/videos/whatsapp/manual-setup/add-phone-number-poster.jpg';
-const GENERATE_TOKEN_VIDEO_URL =
-  '/videos/whatsapp/manual-setup/generate-access-token.mp4';
-const GENERATE_TOKEN_VIDEO_POSTER_URL =
-  '/videos/whatsapp/manual-setup/generate-access-token-poster.jpg';
-
-const currentStep = ref(1);
-const isLoading = ref(false);
-const errorMessage = ref('');
-const inboxId = ref(null);
-const pollTimer = ref(null);
-const showAccessToken = ref(false);
-const setupRoot = ref(null);
-
-const form = reactive({
-  wabaId: '',
-  phoneNumberId: '',
-  accessToken: '',
-  inboxName: '',
-});
-
-const preview = ref(null);
-const connection = reactive({
-  numberAccess: false,
-  templateAccess: false,
-  webhookSetup: false,
-  callbackVerified: false,
-  callbackConfigured: false,
-  callbackUrl: '',
-  subscriptionVerified: false,
-});
-
-const idsComplete = computed(
-  () => form.wabaId.trim() && form.phoneNumberId.trim()
-);
-
-const detailsComplete = computed(
-  () => idsComplete.value && form.accessToken.trim()
-);
-
-const connectionReady = computed(
-  () =>
-    connection.numberAccess &&
-    connection.templateAccess &&
-    connection.webhookSetup &&
-    connection.callbackVerified &&
-    connection.callbackConfigured &&
-    connection.subscriptionVerified
-);
-
-const progressSteps = computed(() =>
-  Array.from({ length: TOTAL_STEPS }, (_, index) => index + 1)
-);
-
-const appInstructions = computed(() => [
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.APP.ITEM_2'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.APP.ITEM_3'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.APP.ITEM_4'),
-]);
-
-const numberInstructions = computed(() => [
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.NUMBER.ITEM_1'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.NUMBER.ITEM_2'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.NUMBER.ITEM_3'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.NUMBER.ITEM_4'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.NUMBER.ITEM_5'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.NUMBER.ITEM_6'),
-]);
-
-const tokenInstructions = computed(() => [
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.TOKEN.ITEM_1'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.TOKEN.ITEM_2'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.TOKEN.ITEM_3'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.TOKEN.ITEM_4'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.TOKEN.ITEM_5'),
-  t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.TOKEN.ITEM_6'),
-]);
-
-const statusRows = computed(() => [
-  {
-    key: 'number',
-    label: t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.NUMBER_ACCESS'),
-    complete: connection.numberAccess,
-  },
-  {
-    key: 'templates',
-    label: t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.TEMPLATE_ACCESS'),
-    complete: connection.templateAccess,
-  },
-  {
-    key: 'callback',
-    label: t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.CALLBACK'),
-    complete:
-      connection.webhookSetup &&
-      connection.callbackConfigured &&
-      connection.callbackVerified,
-  },
-  {
-    key: 'subscription',
-    label: t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.SUBSCRIPTION'),
-    complete: connection.subscriptionVerified,
-  },
-]);
-
-const apiErrorMessage = error => {
-  const message = error.response?.data?.message || '';
-  if (/invalid oauth access token|cannot parse access token/i.test(message)) {
-    return t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ERRORS.INVALID_TOKEN');
-  }
-
-  return message || t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ERRORS.GENERIC');
-};
-
-const setStep = step => {
-  errorMessage.value = '';
-  currentStep.value = step;
-  nextTick(() => setupRoot.value?.scrollIntoView({ block: 'start' }));
-};
-
-const returnToProviders = () => {
-  router.push({
-    name: route.name,
-    params: route.params,
-    query: {},
-  });
-};
-
-const goBack = () => {
-  if (currentStep.value > 1) {
-    setStep(currentStep.value - 1);
-    return;
-  }
-
-  returnToProviders();
-};
-
-const continueFromIds = () => {
-  if (!idsComplete.value) {
-    errorMessage.value = t(
-      'INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ERRORS.IDS_REQUIRED'
-    );
-    return;
-  }
-
-  setStep(3);
-};
-
-const verifyDetails = async () => {
-  if (!detailsComplete.value) {
-    errorMessage.value = t(
-      'INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ERRORS.REQUIRED'
-    );
-    return;
-  }
-
-  isLoading.value = true;
-  errorMessage.value = '';
-  try {
-    const { data } = await WhatsappChannelAPI.previewManualSetup({
-      waba_id: form.wabaId.trim(),
-      phone_number_id: form.phoneNumberId.trim(),
-      access_token: form.accessToken.trim(),
-    });
-    preview.value = data;
-    form.inboxName = data.suggested_inbox_name;
-    setStep(4);
-  } catch (error) {
-    errorMessage.value = apiErrorMessage(error);
-  } finally {
-    isLoading.value = false;
-  }
-};
-
-const applyWebhookStatus = status => {
-  connection.callbackVerified = Boolean(status.callback_verified);
-  connection.callbackConfigured = Boolean(status.callback_configured);
-  connection.callbackUrl = status.callback_url || '';
-  connection.subscriptionVerified = Boolean(status.subscription_verified);
-};
-
-const copyWebhookUrl = async () => {
-  await copyTextToClipboard(connection.callbackUrl);
-  useAlert(t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.COPY_SUCCESS'));
-};
-
-const refreshWebhookStatus = async ({ showError = true } = {}) => {
-  if (!inboxId.value) return;
-
-  try {
-    const { data } = await WhatsappChannelAPI.getManualWebhookStatus(
-      inboxId.value
-    );
-    applyWebhookStatus(data);
-  } catch (error) {
-    if (showError) errorMessage.value = apiErrorMessage(error);
-  }
-};
-
-const pollWebhookStatus = async attempt => {
-  await refreshWebhookStatus({ showError: false });
-  if (connectionReady.value || attempt >= MAX_POLL_ATTEMPTS) return;
-
-  pollTimer.value = window.setTimeout(
-    () => pollWebhookStatus(attempt + 1),
-    POLL_INTERVAL
-  );
-};
-
-const connectNumber = async () => {
-  isLoading.value = true;
-  errorMessage.value = '';
-  try {
-    const { data } = await WhatsappChannelAPI.connectManualSetup({
-      waba_id: form.wabaId.trim(),
-      phone_number_id: form.phoneNumberId.trim(),
-      access_token: form.accessToken.trim(),
-      inbox_name: form.inboxName.trim(),
-    });
-    inboxId.value = data.id;
-    connection.numberAccess = Boolean(data.number_access);
-    connection.templateAccess = Boolean(data.template_access);
-    connection.webhookSetup = Boolean(data.webhook_setup);
-    if (data.webhook_error) errorMessage.value = data.webhook_error;
-    currentStep.value = 5;
-    await pollWebhookStatus(1);
-  } catch (error) {
-    errorMessage.value = apiErrorMessage(error);
-  } finally {
-    isLoading.value = false;
-  }
-};
-
-const retryWebhookSetup = async () => {
-  isLoading.value = true;
-  errorMessage.value = '';
-  try {
-    const { data } = await WhatsappChannelAPI.setupManualWebhook(inboxId.value);
-    connection.webhookSetup = true;
-    applyWebhookStatus(data);
-    if (!connectionReady.value) await pollWebhookStatus(1);
-  } catch (error) {
-    errorMessage.value = apiErrorMessage(error);
-  } finally {
-    isLoading.value = false;
-  }
-};
-
-const continueToAgents = async () => {
-  await store.dispatch('inboxes/get');
-  router.replace({
-    name: 'settings_inboxes_add_agents',
-    params: { page: 'new', inbox_id: inboxId.value },
-  });
-};
-
-onBeforeUnmount(() => {
-  if (pollTimer.value) window.clearTimeout(pollTimer.value);
-});
-</script>
-
-<template>
-  <div
-    ref="setupRoot"
-    class="mx-auto flex w-full max-w-6xl flex-col gap-4 py-2"
-  >
-    <div class="px-1">
-      <div class="min-w-0 flex-1">
-        <h1 class="text-heading-1 text-n-slate-12">
-          {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.HEADER.TITLE') }}
-        </h1>
-        <p class="mt-1 text-body-main text-n-slate-11">
-          {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.HEADER.DESCRIPTION') }}
-        </p>
-      </div>
-    </div>
-
-    <div
-      class="rounded-2xl border border-n-weak bg-n-background p-5 shadow-sm sm:p-6"
-    >
-      <div class="flex justify-end">
-        <div class="grid w-40 grid-cols-5 gap-1.5">
-          <div
-            v-for="step in progressSteps"
-            :key="step"
-            class="h-1.5 rounded-full"
-            :class="step <= currentStep ? 'bg-n-brand' : 'bg-n-alpha-3'"
-          />
-        </div>
-      </div>
-
-      <div
-        v-if="errorMessage && currentStep !== 3"
-        class="mt-6 rounded-lg border border-n-ruby-5 bg-n-ruby-3 px-4 py-3 text-sm text-n-ruby-11"
-      >
-        {{ errorMessage }}
-      </div>
-
-      <section v-if="currentStep === 1" class="mt-3 grid gap-5 lg:grid-cols-2">
-        <div class="lg:col-span-2">
-          <h2 class="text-heading-2 text-n-slate-12">
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.APP.TITLE') }}
-          </h2>
-          <p class="mt-2 max-w-3xl text-body-main text-n-slate-11">
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.APP.DESCRIPTION') }}
-          </p>
-        </div>
-
-        <ol
-          class="ml-5 list-decimal space-y-3 text-body-main text-n-slate-11 marker:font-medium marker:text-n-slate-12"
-        >
-          <li class="pl-2">
-            <I18nT
-              keypath="INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.APP.ITEM_1"
-              tag="span"
-            >
-              <template #metaDevelopers>
-                <a
-                  :href="META_APPS_URL"
-                  target="_blank"
-                  rel="noopener noreferrer"
-                  class="font-medium text-n-brand hover:underline"
-                >
-                  {{
-                    $t(
-                      'INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.APP.META_DEVELOPERS'
-                    )
-                  }}
-                </a>
-              </template>
-            </I18nT>
-          </li>
-          <li
-            v-for="instruction in appInstructions"
-            :key="instruction"
-            class="pl-2"
-          >
-            {{ instruction }}
-          </li>
-        </ol>
-
-        <figure
-          class="self-start overflow-hidden rounded-xl border border-n-weak"
-        >
-          <video
-            class="block w-full bg-n-solid-1"
-            controls
-            muted
-            playsinline
-            preload="metadata"
-            :poster="CREATE_APP_VIDEO_POSTER_URL"
-            :aria-label="
-              $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.APP.VIDEO_TITLE')
-            "
-          >
-            <source :src="CREATE_APP_VIDEO_URL" type="video/mp4" />
-          </video>
-          <figcaption class="border-t border-n-weak bg-n-alpha-1 px-4 py-3">
-            <p class="text-sm font-medium text-n-slate-12">
-              {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.APP.VIDEO_TITLE') }}
-            </p>
-          </figcaption>
-        </figure>
-
-        <div
-          class="flex items-center justify-between border-t border-n-weak pt-5 lg:col-span-2"
-        >
-          <Button
-            :label="$t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.BACK')"
-            variant="outline"
-            color="slate"
-            @click="goBack"
-          />
-          <Button
-            :label="
-              $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.APP_READY')
-            "
-            trailing-icon
-            icon="i-lucide-arrow-right"
-            @click="setStep(2)"
-          />
-        </div>
-      </section>
-
-      <section
-        v-else-if="currentStep === 2"
-        class="mt-3 grid gap-5 lg:grid-cols-2"
-      >
-        <div class="lg:col-span-2">
-          <h2 class="text-heading-2 text-n-slate-12">
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.NUMBER.TITLE') }}
-          </h2>
-          <p class="mt-2 max-w-3xl text-body-main text-n-slate-11">
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.NUMBER.DESCRIPTION') }}
-          </p>
-        </div>
-
-        <ol
-          class="ml-5 list-decimal space-y-3 text-body-main text-n-slate-11 marker:font-medium marker:text-n-slate-12"
-        >
-          <li
-            v-for="instruction in numberInstructions"
-            :key="instruction"
-            class="pl-2"
-          >
-            {{ instruction }}
-          </li>
-        </ol>
-
-        <div class="flex min-w-0 flex-col gap-4">
-          <figure class="overflow-hidden rounded-xl border border-n-weak">
-            <video
-              class="block w-full bg-n-solid-1"
-              controls
-              muted
-              playsinline
-              preload="metadata"
-              :poster="ADD_NUMBER_VIDEO_POSTER_URL"
-              :aria-label="
-                $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.NUMBER.VIDEO_TITLE')
-              "
-            >
-              <source :src="ADD_NUMBER_VIDEO_URL" type="video/mp4" />
-            </video>
-            <figcaption class="border-t border-n-weak bg-n-alpha-1 px-4 py-3">
-              <p class="text-sm font-medium text-n-slate-12">
-                {{
-                  $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.NUMBER.VIDEO_TITLE')
-                }}
-              </p>
-            </figcaption>
-          </figure>
-
-          <a
-            :href="META_APPS_URL"
-            target="_blank"
-            rel="noopener noreferrer"
-            class="inline-flex w-fit items-center gap-2 text-sm font-medium text-n-brand hover:underline"
-          >
-            {{
-              $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.OPEN_META_APPS')
-            }}
-            <Icon icon="i-lucide-external-link" />
-          </a>
-        </div>
-
-        <div
-          class="grid gap-5 rounded-xl border border-n-weak p-5 lg:col-span-2 lg:grid-cols-2"
-        >
-          <Input
-            v-model="form.phoneNumberId"
-            :label="
-              $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.DETAILS.PHONE_ID_LABEL')
-            "
-            :placeholder="
-              $t(
-                'INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.DETAILS.PHONE_ID_PLACEHOLDER'
-              )
-            "
-          />
-          <Input
-            v-model="form.wabaId"
-            :label="
-              $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.DETAILS.WABA_LABEL')
-            "
-            :placeholder="
-              $t(
-                'INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.DETAILS.WABA_PLACEHOLDER'
-              )
-            "
-          />
-        </div>
-
-        <div
-          class="flex items-center justify-between border-t border-n-weak pt-5 lg:col-span-2"
-        >
-          <Button
-            :label="$t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.BACK')"
-            variant="outline"
-            color="slate"
-            @click="goBack"
-          />
-          <Button
-            :label="$t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.NEXT')"
-            trailing-icon
-            icon="i-lucide-arrow-right"
-            @click="continueFromIds"
-          />
-        </div>
-      </section>
-
-      <section
-        v-else-if="currentStep === 3"
-        class="mt-3 grid gap-5 lg:grid-cols-2"
-      >
-        <div class="lg:col-span-2">
-          <h2 class="text-heading-2 text-n-slate-12">
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.TOKEN.TITLE') }}
-          </h2>
-          <p class="mt-2 max-w-3xl text-body-main text-n-slate-11">
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.TOKEN.DESCRIPTION') }}
-          </p>
-        </div>
-
-        <ol
-          class="ml-5 list-decimal space-y-3 text-body-main text-n-slate-11 marker:font-medium marker:text-n-slate-12"
-        >
-          <li
-            v-for="instruction in tokenInstructions"
-            :key="instruction"
-            class="pl-2"
-          >
-            {{ instruction }}
-          </li>
-        </ol>
-
-        <div class="flex min-w-0 flex-col gap-4">
-          <figure class="overflow-hidden rounded-xl border border-n-weak">
-            <video
-              class="block w-full bg-n-solid-1"
-              controls
-              muted
-              playsinline
-              preload="metadata"
-              :poster="GENERATE_TOKEN_VIDEO_POSTER_URL"
-              :aria-label="
-                $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.TOKEN.VIDEO_TITLE')
-              "
-            >
-              <source :src="GENERATE_TOKEN_VIDEO_URL" type="video/mp4" />
-            </video>
-            <figcaption class="border-t border-n-weak bg-n-alpha-1 px-4 py-3">
-              <p class="text-sm font-medium text-n-slate-12">
-                {{
-                  $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.TOKEN.VIDEO_TITLE')
-                }}
-              </p>
-            </figcaption>
-          </figure>
-
-          <a
-            :href="META_BUSINESS_SETTINGS_URL"
-            target="_blank"
-            rel="noopener noreferrer"
-            class="inline-flex w-fit items-center gap-2 text-sm font-medium text-n-brand hover:underline"
-          >
-            {{
-              $t(
-                'INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.OPEN_BUSINESS_SETTINGS'
-              )
-            }}
-            <Icon icon="i-lucide-external-link" />
-          </a>
-        </div>
-
-        <div class="rounded-xl border border-n-weak p-5 lg:col-span-2">
-          <div class="grid items-start gap-3 sm:grid-cols-[1fr_auto]">
-            <Input
-              v-model="form.accessToken"
-              :type="showAccessToken ? 'text' : 'password'"
-              autocomplete="off"
-              :label="
-                $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.DETAILS.TOKEN_LABEL')
-              "
-              :placeholder="
-                $t(
-                  'INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.DETAILS.TOKEN_PLACEHOLDER'
-                )
-              "
-              :message="errorMessage"
-              message-type="error"
-              @update:model-value="errorMessage = ''"
-            />
-            <Button
-              :label="
-                showAccessToken
-                  ? $t(
-                      'INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.HIDE_TOKEN'
-                    )
-                  : $t(
-                      'INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.SHOW_TOKEN'
-                    )
-              "
-              variant="outline"
-              color="slate"
-              class="sm:mt-7"
-              @click="showAccessToken = !showAccessToken"
-            />
-          </div>
-          <p
-            v-if="!errorMessage"
-            class="mt-3 flex items-start gap-2 text-sm text-n-amber-11"
-          >
-            <Icon icon="i-lucide-triangle-alert" class="mt-0.5 shrink-0" />
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.TOKEN.WARNING') }}
-          </p>
-        </div>
-
-        <div
-          class="flex items-center justify-between border-t border-n-weak pt-5 lg:col-span-2"
-        >
-          <Button
-            :label="$t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.BACK')"
-            variant="outline"
-            color="slate"
-            @click="goBack"
-          />
-          <Button
-            :label="
-              $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.VERIFY_DETAILS')
-            "
-            :is-loading="isLoading"
-            :disabled="isLoading"
-            @click="verifyDetails"
-          />
-        </div>
-      </section>
-
-      <section v-else-if="currentStep === 4" class="mt-3 flex flex-col gap-5">
-        <div>
-          <h2 class="text-heading-2 text-n-slate-12">
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.REVIEW.TITLE') }}
-          </h2>
-          <p class="mt-2 max-w-3xl text-body-main text-n-slate-11">
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.REVIEW.DESCRIPTION') }}
-          </p>
-        </div>
-
-        <div
-          class="rounded-xl border border-n-teal-5 bg-n-teal-3 px-4 py-3 text-sm text-n-teal-11"
-        >
-          <div class="flex items-center gap-2 font-medium">
-            <Icon icon="i-lucide-badge-check" />
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.REVIEW.VERIFIED') }}
-          </div>
-        </div>
-
-        <dl class="divide-y divide-n-weak rounded-xl border border-n-weak px-5">
-          <div class="grid grid-cols-2 gap-4 py-4">
-            <dt class="text-sm text-n-slate-11">
-              {{
-                $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.REVIEW.BUSINESS_NAME')
-              }}
-            </dt>
-            <dd class="text-sm font-medium text-n-slate-12">
-              {{ preview.verified_name || preview.display_phone_number }}
-            </dd>
-          </div>
-          <div class="grid grid-cols-2 gap-4 py-4">
-            <dt class="text-sm text-n-slate-11">
-              {{
-                $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.REVIEW.PHONE_NUMBER')
-              }}
-            </dt>
-            <dd class="text-sm font-medium text-n-slate-12">
-              {{ preview.display_phone_number }}
-            </dd>
-          </div>
-          <div class="grid grid-cols-2 gap-4 py-4">
-            <dt class="text-sm text-n-slate-11">
-              {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.REVIEW.PHONE_ID') }}
-            </dt>
-            <dd class="text-sm font-medium text-n-slate-12">
-              {{ preview.phone_number_id }}
-            </dd>
-          </div>
-          <div class="grid grid-cols-2 gap-4 py-4">
-            <dt class="text-sm text-n-slate-11">
-              {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.REVIEW.WABA_ID') }}
-            </dt>
-            <dd class="text-sm font-medium text-n-slate-12">
-              {{ preview.waba_id }}
-            </dd>
-          </div>
-        </dl>
-
-        <Input
-          v-model="form.inboxName"
-          :label="$t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.REVIEW.INBOX_NAME')"
-          :message="
-            $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.REVIEW.INBOX_NAME_HELP')
-          "
-        />
-
-        <div
-          class="flex items-center justify-between border-t border-n-weak pt-5"
-        >
-          <Button
-            :label="$t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.BACK')"
-            variant="outline"
-            color="slate"
-            @click="goBack"
-          />
-          <Button
-            :label="$t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.CONNECT')"
-            :is-loading="isLoading"
-            :disabled="isLoading || !form.inboxName.trim()"
-            @click="connectNumber"
-          />
-        </div>
-      </section>
-
-      <section v-else class="mt-3 flex flex-col gap-5">
-        <div>
-          <h2 class="text-heading-2 text-n-slate-12">
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.TITLE') }}
-          </h2>
-          <p class="mt-2 max-w-3xl text-body-main text-n-slate-11">
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.DESCRIPTION') }}
-          </p>
-        </div>
-
-        <div
-          v-if="connection.callbackUrl"
-          class="rounded-xl border border-n-weak p-5"
-        >
-          <p class="text-sm font-medium text-n-slate-12">
-            {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.WEBHOOK_URL') }}
-          </p>
-          <div class="mt-3 flex items-center gap-3">
-            <code
-              class="min-w-0 flex-1 break-all rounded-lg bg-n-alpha-1 px-3 py-2.5 text-sm text-n-slate-12"
-            >
-              {{ connection.callbackUrl }}
-            </code>
-            <Button
-              :label="$t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.COPY')"
-              icon="i-lucide-copy"
-              variant="outline"
-              color="slate"
-              @click="copyWebhookUrl"
-            />
-          </div>
-        </div>
-
-        <div
-          class="flex flex-col divide-y divide-n-weak rounded-xl border border-n-weak px-5"
-        >
-          <div
-            v-for="status in statusRows"
-            :key="status.key"
-            class="flex items-center justify-between py-4"
-          >
-            <span class="text-sm font-medium text-n-slate-12">
-              {{ status.label }}
-            </span>
-            <span
-              class="flex items-center gap-2 text-sm"
-              :class="status.complete ? 'text-n-teal-11' : 'text-n-amber-11'"
-            >
-              <Icon
-                :icon="
-                  status.complete ? 'i-lucide-check-circle' : 'i-lucide-clock-3'
-                "
-              />
-              {{
-                status.complete
-                  ? $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.COMPLETE')
-                  : $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.PENDING')
-              }}
-            </span>
-          </div>
-        </div>
-
-        <p
-          v-if="connectionReady"
-          class="rounded-lg bg-n-teal-3 px-4 py-3 text-sm text-n-teal-11"
-        >
-          {{ $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.VERIFY.SUCCESS') }}
-        </p>
-
-        <div
-          class="flex items-center justify-between border-t border-n-weak pt-5"
-        >
-          <Button
-            :label="
-              $t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.RETRY_WEBHOOK')
-            "
-            variant="outline"
-            color="slate"
-            :is-loading="isLoading"
-            :disabled="isLoading"
-            @click="retryWebhookSetup"
-          />
-          <Button
-            :label="$t('INBOX_MGMT.ADD.WHATSAPP.MANUAL_SETUP.ACTIONS.CONTINUE')"
-            trailing-icon
-            icon="i-lucide-arrow-right"
-            :disabled="isLoading"
-            @click="continueToAgents"
-          />
-        </div>
-      </section>
-    </div>
-  </div>
-</template>

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

@@ -3,6 +3,7 @@ import { computed } from 'vue';
 import { useI18n } from 'vue-i18n';
 import Avatar from 'next/avatar/Avatar.vue';
 import RadioCard from 'dashboard/components-next/radioCard/RadioCard.vue';
+import { useBranding } from 'shared/composables/useBranding';
 
 const props = defineProps({
   senderNameType: {
@@ -22,6 +23,7 @@ const props = defineProps({
 const emit = defineEmits(['update']);
 
 const { t } = useI18n();
+const { replaceInstallationName } = useBranding();
 
 const senderNameKeyOptions = computed(() => [
   {
@@ -30,7 +32,7 @@ const senderNameKeyOptions = computed(() => [
     content: t('INBOX_MGMT.EDIT.SENDER_NAME_SECTION.FRIENDLY.SUBTITLE'),
     preview: {
       senderName: 'Smith',
-      businessName: 'Chatwoot',
+      businessName: replaceInstallationName('Chatwoot'),
       email: '<support@yourbusiness.com>',
     },
   },
@@ -40,7 +42,7 @@ const senderNameKeyOptions = computed(() => [
     content: t('INBOX_MGMT.EDIT.SENDER_NAME_SECTION.PROFESSIONAL.SUBTITLE'),
     preview: {
       senderName: '',
-      businessName: 'Chatwoot',
+      businessName: replaceInstallationName('Chatwoot'),
       email: '<support@yourbusiness.com>',
     },
   },
@@ -51,7 +53,7 @@ const isKeyOptionFriendly = key => key === 'friendly';
 const userName = keyOption =>
   isKeyOptionFriendly(keyOption.key)
     ? keyOption.preview.senderName
-    : keyOption.preview.businessName;
+    : props.businessName || keyOption.preview.businessName;
 
 const toggleSenderNameType = key => {
   emit('update', key);

app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/ConfigurationPage.vue

@@ -56,6 +56,7 @@ export default {
     ...mapGetters({
       accountId: 'getCurrentAccountId',
       isFeatureEnabledonAccount: 'accounts/isFeatureEnabledonAccount',
+      isOnChatwootCloud: 'globalConfig/isOnChatwootCloud',
     }),
     isEmbeddedSignupWhatsApp() {
       return this.inbox.provider_config?.source === 'embedded_signup';
@@ -65,7 +66,9 @@ export default {
         this.isEmbeddedSignupWhatsApp &&
         this.isFeatureEnabledonAccount(
           this.accountId,
-          FEATURE_FLAGS.WHATSAPP_RECONFIGURE
+          this.isOnChatwootCloud
+            ? FEATURE_FLAGS.WHATSAPP_EMBEDDED_SIGNUP_FLOW
+            : FEATURE_FLAGS.WHATSAPP_RECONFIGURE
         )
       );
     },

app/javascript/dashboard/store/captain/agentSessions.js

@@ -0,0 +1,62 @@
+import CaptainAgentSessionsAPI from 'dashboard/api/captain/agentSessions';
+import camelcaseKeys from 'camelcase-keys';
+
+const SET_SESSION = 'SET_SESSION';
+const SET_FETCHING = 'SET_FETCHING';
+
+// Session capture runs right after the message is broadcast (and well after,
+// for handoff notes created mid-run), so a 404 on a fresh message may just
+// mean the session isn't written yet. Skip caching those so a later
+// hover/click retries; older misses are permanent (V1 messages, failed runs).
+const RECENT_MESSAGE_WINDOW_SECONDS = 60;
+
+// Caches Captain agent-session metadata per message id. A missing session
+// (404) is cached as null so the UI shows an empty state without refetching.
+export default {
+  namespaced: true,
+  state: {
+    sessions: {},
+    fetchingIds: [],
+  },
+  getters: {
+    getSessionByMessageId: state => messageId => state.sessions[messageId],
+    isFetching: state => messageId => state.fetchingIds.includes(messageId),
+    hasFetched: state => messageId => messageId in state.sessions,
+  },
+  actions: {
+    fetch: async ({ state, commit }, { messageId, createdAt }) => {
+      if (messageId in state.sessions) return;
+      if (state.fetchingIds.includes(messageId)) return;
+
+      commit(SET_FETCHING, { messageId, isFetching: true });
+      try {
+        const { data } = await CaptainAgentSessionsAPI.show(messageId);
+        commit(SET_SESSION, {
+          messageId,
+          session: camelcaseKeys(data, { deep: true }),
+        });
+      } catch (error) {
+        const isRecentMessage =
+          createdAt &&
+          Date.now() / 1000 - createdAt < RECENT_MESSAGE_WINDOW_SECONDS;
+        // Only a 404 means "no session exists"; transient failures (5xx,
+        // network errors) stay uncached so a later hover retries.
+        if (error.response?.status === 404 && !isRecentMessage) {
+          commit(SET_SESSION, { messageId, session: null });
+        }
+      } finally {
+        commit(SET_FETCHING, { messageId, isFetching: false });
+      }
+    },
+  },
+  mutations: {
+    [SET_SESSION](state, { messageId, session }) {
+      state.sessions = { ...state.sessions, [messageId]: session };
+    },
+    [SET_FETCHING](state, { messageId, isFetching }) {
+      state.fetchingIds = isFetching
+        ? [...state.fetchingIds, messageId]
+        : state.fetchingIds.filter(id => id !== messageId);
+    },
+  },
+};

app/javascript/dashboard/store/index.js

@@ -50,6 +50,7 @@ import teamMembers from './modules/teamMembers';
 import teams from './modules/teams';
 import userNotificationSettings from './modules/userNotificationSettings';
 import webhooks from './modules/webhooks';
+import captainAgentSessions from './captain/agentSessions';
 import captainAssistants from './captain/assistant';
 import captainDocuments from './captain/document';
 import captainResponses from './captain/response';
@@ -115,6 +116,7 @@ export default createStore({
     teams,
     userNotificationSettings,
     webhooks,
+    captainAgentSessions,
     captainAssistants,
     captainDocuments,
     captainResponses,

app/javascript/dashboard/store/modules/inboxes.js

@@ -7,6 +7,7 @@ import FBChannel from '../../api/channel/fbChannel';
 import TwilioChannel from '../../api/channel/twilioChannel';
 import WhatsappChannel from '../../api/channel/whatsappChannel';
 import { throwErrorMessage } from '../utils/api';
+import { isSendableTemplate } from '@chatwoot/utils';
 import AnalyticsHelper from '../../helper/AnalyticsHelper';
 import camelcaseKeys from 'camelcase-keys';
 import { ACCOUNT_EVENTS } from '../../helper/AnalyticsHelper/events';
@@ -67,45 +68,8 @@ export const getters = {
       return [];
     }
 
-    return templates.filter(template => {
-      // Ensure template has required properties
-      if (!template || !template.status || !template.components) {
-        return false;
-      }
-
-      // Only show approved templates
-      if (template.status.toLowerCase() !== 'approved') {
-        return false;
-      }
-
-      // Filter out authentication templates
-      if (template.category === 'AUTHENTICATION') {
-        return false;
-      }
-
-      // Filter out CSAT templates (customer_satisfaction_survey and its versions)
-      if (
-        template.name &&
-        template.name.startsWith('customer_satisfaction_survey')
-      ) {
-        return false;
-      }
-
-      // Filter out interactive templates (LIST, PRODUCT, CATALOG), location templates, and call permission templates
-      const hasUnsupportedComponents = template.components.some(
-        component =>
-          ['LIST', 'PRODUCT', 'CATALOG', 'CALL_PERMISSION_REQUEST'].includes(
-            component.type
-          ) ||
-          (component.type === 'HEADER' && component.format === 'LOCATION')
-      );
-
-      if (hasUnsupportedComponents) {
-        return false;
-      }
-
-      return true;
-    });
+    // Sendable-template filtering is shared with the mobile app via @chatwoot/utils.
+    return templates.filter(isSendableTemplate);
   },
   getNewConversationInboxes($state) {
     return $state.records.filter(inbox => {

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/shared/composables/specs/useBranding.spec.js

@@ -73,13 +73,13 @@ describe('useBranding', () => {
       expect(result).toBe('Welcome to our platform');
     });
 
-    it('should be case-sensitive for "Chatwoot"', () => {
+    it('should replace "Chatwoot" regardless of casing', () => {
       const { replaceInstallationName } = useBranding();
       const result = replaceInstallationName(
-        'Welcome to chatwoot and CHATWOOT'
+        'Welcome to chatwoot, Chatwoot and CHATWOOT'
       );
 
-      expect(result).toBe('Welcome to chatwoot and CHATWOOT');
+      expect(result).toBe('Welcome to MyCompany, MyCompany and MyCompany');
     });
 
     it('should handle special characters in installation name', () => {

app/javascript/shared/composables/useBranding.js

@@ -7,7 +7,8 @@ import { useMapGetter } from 'dashboard/composables/store.js';
 export function useBranding() {
   const globalConfig = useMapGetter('globalConfig/get');
   /**
-   * Replaces "Chatwoot" in text with the installation name from global config
+   * Replaces "Chatwoot" (any casing) in text with the installation name from
+   * global config
    * @param {string} text - The text to process
    * @returns {string} - Text with "Chatwoot" replaced by installation name
    */
@@ -17,7 +18,7 @@ export function useBranding() {
     const installationName = globalConfig.value?.installationName;
     if (!installationName) return text;
 
-    return text.replace(/Chatwoot/g, installationName);
+    return text.replace(/chatwoot/gi, installationName);
   };
 
   return {

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') }}

app/jobs/webhooks/whatsapp_events_job.rb

@@ -153,11 +153,11 @@ class Webhooks::WhatsappEventsJob < MutexApplicationJob
   end
 
   def get_channel_from_wb_payload(wb_params)
-    phone_number = "+#{wb_params[:entry].first[:changes].first.dig(:value, :metadata, :display_phone_number)}"
-    phone_number_id = wb_params[:entry].first[:changes].first.dig(:value, :metadata, :phone_number_id)
-    channel = Channel::Whatsapp.find_by(phone_number: phone_number)
-    # validate to ensure the phone number id matches the whatsapp channel
-    return channel if channel && channel.provider_config['phone_number_id'] == phone_number_id
+    metadata = wb_params[:entry].first[:changes].first.dig(:value, :metadata) || {}
+    Whatsapp::WebhookChannelFinderService.new(
+      display_phone_number: metadata[:display_phone_number],
+      phone_number_id: metadata[:phone_number_id]
+    ).perform
   end
 end
 

app/models/channel/whatsapp.rb

@@ -160,9 +160,8 @@ class Channel::Whatsapp < ApplicationRecord
   end
 
   def should_auto_setup_webhooks?
-    # Embedded signup and Manual V2 run webhook setup explicitly so their API
-    # responses can reflect the real result instead of swallowing callback errors.
-    explicitly_configured_sources = %w[embedded_signup manual_setup_v2]
-    provider == 'whatsapp_cloud' && explicitly_configured_sources.exclude?(provider_config['source'])
+    # Only auto-setup webhooks for whatsapp_cloud provider with manual setup
+    # Embedded signup calls setup_webhooks explicitly in EmbeddedSignupService
+    provider == 'whatsapp_cloud' && provider_config['source'] != 'embedded_signup'
   end
 end

app/services/whatsapp/facebook_api_client.rb

@@ -30,54 +30,6 @@ class Whatsapp::FacebookApiClient
     handle_response(response, 'WABA phone numbers fetch failed')
   end
 
-  def fetch_all_phone_numbers(waba_id)
-    phone_numbers = []
-    after_cursor = nil
-
-    loop do
-      response = HTTParty.get(
-        "#{BASE_URI}/#{@api_version}/#{waba_id}/phone_numbers",
-        headers: request_headers,
-        query: after_cursor.present? ? { after: after_cursor } : {}
-      )
-      data = handle_response(response, 'WABA phone numbers fetch failed')
-      phone_numbers.concat(data['data'] || [])
-      after_cursor = data.dig('paging', 'cursors', 'after') if data.dig('paging', 'next').present?
-      break if after_cursor.blank?
-    end
-
-    phone_numbers
-  end
-
-  def fetch_message_templates(waba_id)
-    response = HTTParty.get(
-      "#{BASE_URI}/#{@api_version}/#{waba_id}/message_templates",
-      headers: request_headers,
-      query: { limit: 1 }
-    )
-
-    handle_response(response, 'WABA message templates fetch failed')
-  end
-
-  def fetch_subscribed_apps(waba_id)
-    response = HTTParty.get(
-      "#{BASE_URI}/#{@api_version}/#{waba_id}/subscribed_apps",
-      headers: request_headers
-    )
-
-    handle_response(response, 'WABA webhook subscription fetch failed')
-  end
-
-  def fetch_phone_number(phone_number_id, fields: nil)
-    response = HTTParty.get(
-      "#{BASE_URI}/#{@api_version}/#{phone_number_id}",
-      headers: request_headers,
-      query: fields.present? ? { fields: fields } : {}
-    )
-
-    handle_response(response, 'Phone number fetch failed')
-  end
-
   def debug_token(input_token)
     response = HTTParty.get(
       "#{BASE_URI}/#{@api_version}/debug_token",

app/services/whatsapp/incoming_message_base_service.rb

@@ -113,12 +113,14 @@ class Whatsapp::IncomingMessageBaseService
   end
 
   def set_conversation
+    # Scope reuse to the contact across all its contact_inboxes in this inbox: WhatsApp coexistence
+    # gives one contact multiple source_ids (phone + BSUID), so reopen must not be limited to a single contact_inbox.
+    conversations = @contact.conversations.where(inbox_id: @inbox.id)
     # if lock to single conversation is disabled, we will create a new conversation if previous conversation is resolved
     @conversation = if @inbox.lock_to_single_conversation
-                      @contact_inbox.conversations.last
+                      conversations.last
                     else
-                      @contact_inbox.conversations
-                                    .where.not(status: :resolved).last
+                      conversations.where.not(status: :resolved).last
                     end
     return if @conversation
 

app/services/whatsapp/manual_setup_service.rb

@@ -1,57 +0,0 @@
-class Whatsapp::ManualSetupService
-  attr_reader :channel, :webhook_error
-
-  def initialize(account:, waba_id:, phone_number_id:, access_token:, inbox_name: nil)
-    @account = account
-    @waba_id = waba_id
-    @phone_number_id = phone_number_id
-    @access_token = access_token
-    @inbox_name = inbox_name
-  end
-
-  def perform
-    preview = validate_setup
-    create_channel_and_inbox(preview)
-    setup_webhook
-    self
-  end
-
-  def webhook_setup?
-    webhook_error.blank?
-  end
-
-  private
-
-  def validate_setup
-    Whatsapp::ManualSetupValidationService.new(
-      waba_id: @waba_id,
-      phone_number_id: @phone_number_id,
-      access_token: @access_token
-    ).perform
-  end
-
-  def create_channel_and_inbox(preview)
-    ActiveRecord::Base.transaction do
-      @channel = @account.whatsapp_channels.create!(
-        phone_number: preview[:display_phone_number],
-        provider: 'whatsapp_cloud',
-        provider_config: {
-          api_key: @access_token,
-          phone_number_id: preview[:phone_number_id],
-          business_account_id: preview[:waba_id],
-          source: 'manual_setup_v2'
-        }
-      )
-      @account.inboxes.create!(
-        name: @inbox_name.to_s.strip.presence || preview[:suggested_inbox_name],
-        channel: @channel
-      )
-    end
-  end
-
-  def setup_webhook
-    Whatsapp::WebhookSetupService.new(@channel, @waba_id, @access_token).register_callback
-  rescue StandardError => e
-    @webhook_error = e.message
-  end
-end

app/services/whatsapp/manual_setup_validation_service.rb

@@ -1,79 +0,0 @@
-class Whatsapp::ManualSetupValidationService
-  LOG_PREFIX = '[WHATSAPP MANUAL SETUP]'.freeze
-
-  def initialize(waba_id:, phone_number_id:, access_token:)
-    @waba_id = waba_id
-    @phone_number_id = phone_number_id
-    @access_token = access_token
-    @api_client = Whatsapp::FacebookApiClient.new(access_token)
-  end
-
-  def perform
-    validate_parameters!
-    Rails.logger.info "#{LOG_PREFIX} Validation started waba_id=#{@waba_id} phone_number_id=#{@phone_number_id}"
-
-    phone_data = find_phone_data!
-    verify_uniqueness!(phone_data)
-    verify_template_access!
-
-    build_preview(phone_data)
-  end
-
-  private
-
-  def validate_parameters!
-    raise ArgumentError, 'WABA ID is required' if @waba_id.blank?
-    raise ArgumentError, 'Phone Number ID is required' if @phone_number_id.blank?
-    raise ArgumentError, 'Access token is required' if @access_token.blank?
-  end
-
-  def find_phone_data!
-    phone_numbers = @api_client.fetch_all_phone_numbers(@waba_id)
-    returned_phone_number_ids = phone_numbers.filter_map { |phone| phone['id'] }.join(',')
-    Rails.logger.info "#{LOG_PREFIX} Meta returned #{phone_numbers.size} phone number(s) for waba_id=#{@waba_id} " \
-                      "phone_number_ids=#{returned_phone_number_ids}"
-
-    phone_data = phone_numbers.find { |phone| phone['id'].to_s == @phone_number_id.to_s }
-    raise ArgumentError, 'This Phone Number ID does not belong to the WABA ID you entered.' if phone_data.blank?
-
-    Rails.logger.info "#{LOG_PREFIX} Matched phone_number_id=#{@phone_number_id} fields=#{phone_data.keys.sort.join(',')} " \
-                      "code_verification_status=#{phone_data['code_verification_status'].inspect} " \
-                      "name_status=#{phone_data['name_status'].inspect}"
-
-    phone_data
-  end
-
-  def verify_uniqueness!(phone_data)
-    phone_number = normalized_phone_number(phone_data['display_phone_number'])
-    raise ArgumentError, 'This WhatsApp number is already connected to another inbox.' if Channel::Whatsapp.exists?(phone_number: phone_number)
-
-    duplicate_phone_id = Channel::Whatsapp.exists?(["provider_config->>'phone_number_id' = ?", @phone_number_id.to_s])
-    raise ArgumentError, 'This Phone Number ID is already used by another WhatsApp inbox.' if duplicate_phone_id
-  end
-
-  def verify_template_access!
-    @api_client.fetch_message_templates(@waba_id)
-  rescue StandardError
-    raise ArgumentError,
-          'The token can access the number but cannot access message templates. Generate a token with whatsapp_business_management permission.'
-  end
-
-  def build_preview(phone_data)
-    phone_number = normalized_phone_number(phone_data['display_phone_number'])
-    verified_name = phone_data['verified_name'].presence
-
-    {
-      verified_name: verified_name,
-      display_phone_number: phone_number,
-      phone_number_id: phone_data['id'].to_s,
-      waba_id: @waba_id.to_s,
-      template_access: true,
-      suggested_inbox_name: "#{verified_name || phone_number} WhatsApp"
-    }
-  end
-
-  def normalized_phone_number(phone_number)
-    digits = phone_number.to_s.gsub(/[^\d]/, '')
-    "+#{digits}"
-  end
-end

app/services/whatsapp/manual_webhook_status_service.rb

@@ -1,39 +0,0 @@
-class Whatsapp::ManualWebhookStatusService
-  def initialize(channel)
-    @channel = channel
-    @api_client = Whatsapp::FacebookApiClient.new(channel.provider_config['api_key'])
-  end
-
-  def perform
-    callback_configured = callback_configured?
-
-    {
-      callback_verified: callback_configured,
-      callback_configured: callback_configured,
-      callback_url: callback_url,
-      subscription_verified: subscription_verified?
-    }
-  end
-
-  private
-
-  def callback_configured?
-    phone_number = @api_client.fetch_phone_number(
-      @channel.provider_config['phone_number_id'],
-      fields: 'webhook_configuration'
-    )
-    webhook_configuration = phone_number.fetch('webhook_configuration', {})
-
-    %w[override_callback_uri phone_number whatsapp_business_account application].any? do |key|
-      webhook_configuration[key] == callback_url
-    end
-  end
-
-  def subscription_verified?
-    @api_client.fetch_subscribed_apps(@channel.provider_config['business_account_id']).fetch('data', []).present?
-  end
-
-  def callback_url
-    "#{ENV.fetch('FRONTEND_URL', nil)}/webhooks/whatsapp/#{@channel.phone_number}"
-  end
-end

app/services/whatsapp/send_on_whatsapp_service.rb

@@ -6,12 +6,10 @@ class Whatsapp::SendOnWhatsappService < Base::SendOnChannelService
   end
 
   def perform_reply
-    should_send_template_message = template_params.present? || !message.conversation.can_reply?
-    if should_send_template_message
-      send_template_message
-    else
-      send_session_message
-    end
+    return send_template_message if template_params.present?
+    return send_session_message if message.conversation.can_reply?
+
+    message.update!(status: :failed, external_error: I18n.t('errors.whatsapp.message_outside_messaging_window'))
   end
 
   def send_template_message

app/services/whatsapp/webhook_channel_finder_service.rb

@@ -0,0 +1,35 @@
+# Resolves the WhatsApp channel for an inbound WhatsApp Cloud webhook. Meta's
+# display_phone_number can arrive formatted or in a country-specific variant (e.g. Brazil
+# omits the mobile 9, Argentina adds a digit after the country code), so we try the
+# raw digits first and then a normalized fallback, accepting only a candidate whose
+# phone_number_id matches.
+class Whatsapp::WebhookChannelFinderService
+  def initialize(display_phone_number:, phone_number_id:)
+    @display_phone_number = display_phone_number
+    @phone_number_id = phone_number_id
+  end
+
+  def perform
+    return if digits.blank?
+
+    candidates = [
+      Channel::Whatsapp.find_by(phone_number: "+#{digits}"),
+      channel_by_normalized_number
+    ]
+    candidates.compact.find { |channel| channel.provider_config['phone_number_id'] == @phone_number_id }
+  end
+
+  private
+
+  def digits
+    @digits ||= @display_phone_number.to_s.gsub(/[^0-9]/, '')
+  end
+
+  def channel_by_normalized_number
+    normalizer = Whatsapp::PhoneNumberNormalizationService::NORMALIZERS
+                 .lazy.map(&:new).find { |n| n.handles_country?(digits) }
+    return unless normalizer
+
+    Channel::Whatsapp.find_by(phone_number: "+#{normalizer.normalize(digits)}")
+  end
+end

config/app.yml

@@ -1,5 +1,5 @@
 shared: &shared
-  version: '4.16.0'
+  version: '4.16.1'
 
 development:
   <<: *shared

config/features.yml

@@ -265,6 +265,6 @@
   enabled: false
   column: feature_flags_ext_1
 - name: whatsapp_embedded_signup_inbox_creation
-  display_name: WhatsApp Embedded Signup Inbox Creation
+  display_name: WhatsApp Embedded Signup Flow
   enabled: false
   column: feature_flags_ext_1

config/initializers/rack_attack.rb

@@ -31,10 +31,11 @@ class Rack::Attack
       (default_allowed_ips + env_allowed_ips).include?(remote_ip)
     end
 
-    # Rails would allow requests to paths with extensions, so lets compare against the path with extension stripped
-    # example /auth & /auth.json would both work
+    # Rails allows paths with extensions and trailing slashes, so compare against a normalized path.
+    # For example, /auth, /auth.json, and /auth/ should all use the same throttle.
     def path_without_extensions
-      path[/^[^.]+/]
+      normalized_path = path[/^[^.]+/]
+      normalized_path == '/' ? normalized_path : normalized_path.sub(%r{/+\z}, '')
     end
   end
 
@@ -188,6 +189,11 @@ class Rack::Attack
     throttle('widget?website_token={website_token}&cw_conversation={x-auth-token}', limit: 5, period: 1.hour) do |req|
       req.ip if req.path_without_extensions == '/widget' && ActionDispatch::Request.new(req.env).params['cw_conversation'].blank?
     end
+
+    ## Prevent Transcript Bombing on Widget API ###
+    throttle('api/v1/widget/conversations/transcript', limit: 5, period: 1.hour) do |req|
+      req.ip if req.path_without_extensions == '/api/v1/widget/conversations/transcript' && req.post?
+    end
   end
 
   ##-----------------------------------------------##
@@ -212,6 +218,24 @@ class Rack::Attack
     match_data[:account_id] if match_data.present?
   end
 
+  ## Prevent abuse of agent create APIs (per account, covers bulk_create)
+  throttle('/api/v1/accounts/:account_id/agents POST',
+           limit: ENV.fetch('RATE_LIMIT_AGENT_CREATE', '100').to_i, period: 1.day) do |req|
+    next unless req.post?
+
+    match_data = %r{\A/api/v1/accounts/(?<account_id>\d+)/agents(?:/bulk_create)?/?\z}.match(req.path_without_extensions)
+    match_data[:account_id] if match_data.present?
+  end
+
+  ## Prevent abuse of agent delete API (per account)
+  throttle('/api/v1/accounts/:account_id/agents/:id DELETE',
+           limit: ENV.fetch('RATE_LIMIT_AGENT_DELETE', '50').to_i, period: 1.day) do |req|
+    next unless req.delete?
+
+    match_data = %r{\A/api/v1/accounts/(?<account_id>\d+)/agents/(?<id>\d+)/?\z}.match(req.path_without_extensions)
+    match_data[:account_id] if match_data.present?
+  end
+
   ## Prevent Abuse of attachment upload APIs ##
   throttle('/api/v1/accounts/:account_id/upload', limit: 60, period: 1.hour) do |req|
     match_data = %r{/api/v1/accounts/(?<account_id>\d+)/upload}.match(req.path)

config/locales/en.yml

@@ -154,6 +154,7 @@ en:
       invalid_token_permissions: 'The access token does not have the required permissions for WhatsApp.'
       phone_info_fetch_failed: 'Failed to fetch phone number information. Please try again.'
       phone_number_already_exists: 'Channel already exists for this phone number: %{phone_number}, please contact support if the error persists'
+      message_outside_messaging_window: 'Message not sent because the WhatsApp 24-hour customer service window is closed and no template parameters were provided. Send an approved template message instead.'
       reauthorization:
         generic: 'Failed to reauthorize WhatsApp. Please try again.'
         not_supported: 'Reauthorization is not supported for this type of WhatsApp channel.'

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
@@ -76,6 +77,7 @@ Rails.application.routes.draw do
               resources :inboxes, only: [:index, :create, :destroy], param: :inbox_id
               resources :scenarios
             end
+            resources :agent_sessions, only: [:show]
             resources :assistant_responses
             resources :message_reports, only: [:create]
             resources :bulk_actions, only: [:create]
@@ -357,10 +359,6 @@ Rails.application.routes.draw do
 
           namespace :whatsapp do
             resource :authorization, only: [:create]
-            post 'manual/preview', to: 'manual_setup#preview'
-            post 'manual/connect', to: 'manual_setup#connect'
-            get 'manual/:inbox_id/webhook_status', to: 'manual_setup#webhook_status'
-            post 'manual/:inbox_id/setup_webhook', to: 'manual_setup#setup_webhook'
           end
 
           resources :webhooks, only: [:index, :create, :update, :destroy]

db/migrate/20260721100000_create_captain_message_sources.rb

@@ -0,0 +1,17 @@
+class CreateCaptainMessageSources < ActiveRecord::Migration[7.1]
+  def change
+    create_table :captain_message_sources do |t|
+      t.references :account, null: false, index: true
+      t.references :assistant, null: false, index: true
+      t.references :conversation, null: false, index: true
+      t.references :message, null: false, index: true
+      t.references :document, null: false, index: true
+      t.bigint :assistant_response_id, null: false
+
+      t.timestamps
+    end
+
+    add_index :captain_message_sources, [:message_id, :assistant_response_id],
+              unique: true, name: 'idx_captain_message_sources_on_message_and_response'
+  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: 2026_07_13_184351) do
+ActiveRecord::Schema[7.1].define(version: 2026_07_21_100000) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"
@@ -477,6 +477,23 @@ ActiveRecord::Schema[7.1].define(version: 2026_07_13_184351) do
     t.index ["user_id"], name: "index_captain_message_reports_on_user_id"
   end
 
+  create_table "captain_message_sources", force: :cascade do |t|
+    t.bigint "account_id", null: false
+    t.bigint "assistant_id", null: false
+    t.bigint "conversation_id", null: false
+    t.bigint "message_id", null: false
+    t.bigint "document_id", null: false
+    t.bigint "assistant_response_id", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["account_id"], name: "index_captain_message_sources_on_account_id"
+    t.index ["assistant_id"], name: "index_captain_message_sources_on_assistant_id"
+    t.index ["conversation_id"], name: "index_captain_message_sources_on_conversation_id"
+    t.index ["document_id"], name: "index_captain_message_sources_on_document_id"
+    t.index ["message_id", "assistant_response_id"], name: "idx_captain_message_sources_on_message_and_response", unique: true
+    t.index ["message_id"], name: "index_captain_message_sources_on_message_id"
+  end
+
   create_table "captain_scenarios", force: :cascade do |t|
     t.string "title"
     t.text "description"

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/agent_sessions_controller.rb

@@ -0,0 +1,25 @@
+class Api::V1::Accounts::Captain::AgentSessionsController < Api::V1::Accounts::BaseController
+  before_action :set_message
+  before_action :authorize_conversation
+
+  def show
+    @agent_session = Current.account.captain_agent_sessions.find_by(result_type: 'Message', result_id: @message.id)
+    return head :not_found if @agent_session.blank?
+
+    @citations = Current.account.captain_assistant_responses
+                        .where(id: @agent_session.faq_ids)
+                        .includes(:documentable)
+    @scenario_titles = Captain::Scenario.where(account_id: Current.account.id, id: @agent_session.scenario_ids)
+                                        .pluck(:id, :title).to_h
+  end
+
+  private
+
+  def set_message
+    @message = Current.account.messages.find(params[:id])
+  end
+
+  def authorize_conversation
+    authorize @message.conversation, :show?
+  end
+end

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

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::Captain::AssistantResponsesController < Api::V1::Accounts::BaseController
-  before_action :current_account
   before_action -> { check_authorization(Captain::Assistant) }
 
   before_action :set_current_page, only: [:index]

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

@@ -1,8 +1,7 @@
 class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::BaseController
-  before_action :current_account
   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
@@ -43,12 +42,17 @@ 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
-    result = cached_or_generated_summary(Captain::AssistantStatsBuilder.new(@assistant, params[:range], params[:timezone_offset]))
+    window = Captain::AssistantStatsWindow.new(params[:range], params[:timezone_offset])
+    result = cached_or_generated_summary(window, summary_stats)
 
     if result[:error]
       render json: { error: result[:error] }, status: :unprocessable_content
@@ -69,8 +73,8 @@ class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Base
     params.permit(:metric, :range, :timezone_offset, :page, :per_page)
   end
 
-  def cached_or_generated_summary(builder)
-    cache_key = summary_cache_key(builder.range)
+  def cached_or_generated_summary(window, stats)
+    cache_key = summary_cache_key(window.range)
     cached = Rails.cache.read(cache_key)
     return cached if cached
 
@@ -78,14 +82,25 @@ class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Base
       account: Current.account,
       assistant: @assistant,
       first_name: Current.user.name.to_s.split.first,
-      stats: builder.metrics,
-      period: builder.period
+      stats: stats,
+      period: window.period
     ).perform
     # Don't cache transient LLM/config failures, otherwise every reload returns 422 for the next hour.
     Rails.cache.write(cache_key, result, expires_in: 1.hour) unless result[:error]
     result
   end
 
+  def summary_stats
+    params.require(:stats).permit(
+      conversations_handled: %i[current],
+      hours_saved: %i[current],
+      auto_resolution_rate: %i[current trend],
+      handoff_rate: %i[current trend],
+      reopen_rate: %i[current trend],
+      knowledge: %i[coverage approved documents]
+    ).to_h.deep_symbolize_keys
+  end
+
   def summary_cache_key(range)
     "captain_overview_summary/#{@assistant.id}/#{Current.user.id}/#{range}/#{Date.current}"
   end

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

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::Captain::BulkActionsController < Api::V1::Accounts::BaseController
-  before_action :current_account
   before_action -> { check_authorization(Captain::Assistant) }
   before_action :validate_params
   before_action :type_matches?

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

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::Captain::CustomToolsController < Api::V1::Accounts::BaseController
-  before_action :current_account
   before_action :ensure_custom_tools_enabled
   before_action -> { check_authorization(Captain::CustomTool) }
   before_action :set_custom_tool, only: [:show, :update, :destroy]

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

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::Captain::DocumentsController < Api::V1::Accounts::BaseController
-  before_action :current_account
   before_action -> { check_authorization(Captain::Assistant) }
 
   before_action :set_current_page, only: [:index]
@@ -12,7 +11,7 @@ class Api::V1::Accounts::Captain::DocumentsController < Api::V1::Accounts::BaseC
     @documents = filtered_documents
     @documents_count = @documents.count
     @sync_interval_hours = current_sync_interval&.in_hours&.to_i
-    @documents = with_responses_count(@documents).page(@current_page).per(RESULTS_PER_PAGE)
+    @documents = with_document_usage(@documents).page(@current_page).per(RESULTS_PER_PAGE)
   end
 
   def show; end
@@ -62,14 +61,23 @@ class Api::V1::Accounts::Captain::DocumentsController < Api::V1::Accounts::BaseC
     apply_sort(documents, permitted_params[:sort])
   end
 
-  def with_responses_count(scope)
-    scope.left_joins(:responses)
-         .select('captain_documents.*, COUNT(captain_assistant_responses.id) AS responses_count')
-         .group('captain_documents.id')
+  def with_document_usage(scope)
+    response_counts = Captain::AssistantResponse.where(documentable_type: 'Captain::Document')
+                                                .group(:documentable_id)
+                                                .select('documentable_id AS document_id, COUNT(*) AS responses_count')
+    source_counts = Captain::MessageSource.group(:document_id).select(
+      'document_id, COUNT(DISTINCT message_id) AS used_in_answers_count, COUNT(DISTINCT conversation_id) AS used_in_conversations_count'
+    )
+
+    scope.joins("LEFT JOIN (#{response_counts.to_sql}) response_counts ON response_counts.document_id = captain_documents.id")
+         .joins("LEFT JOIN (#{source_counts.to_sql}) source_counts ON source_counts.document_id = captain_documents.id")
+         .select('captain_documents.*, COALESCE(response_counts.responses_count, 0) AS responses_count, ' \
+                 'COALESCE(source_counts.used_in_answers_count, 0) AS used_in_answers_count, ' \
+                 'COALESCE(source_counts.used_in_conversations_count, 0) AS used_in_conversations_count')
   end
 
   def set_document
-    @document = @documents.find(permitted_params[:id])
+    @document = with_document_usage(@documents).find(permitted_params[:id])
   end
 
   def set_assistant

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

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::Captain::InboxesController < Api::V1::Accounts::BaseController
-  before_action :current_account
   before_action -> { check_authorization(Captain::Assistant) }
 
   before_action :set_assistant

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

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::Captain::ScenariosController < Api::V1::Accounts::BaseController
-  before_action :current_account
   before_action -> { check_authorization(Captain::Scenario) }
   before_action :set_assistant
   before_action :set_scenario, only: [:show, :update, :destroy]

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

@@ -1,8 +1,6 @@
 class Api::V1::Accounts::WhatsappCallsController < Api::V1::Accounts::BaseController
-  PERMISSION_REQUEST_THROTTLE = 5.minutes
-
   before_action :set_call, only: %i[show accept reject terminate upload_recording]
-  before_action :set_conversation, only: :initiate
+  before_action :set_call_context, only: :initiate
   before_action :ensure_calling_enabled, only: :initiate
   before_action :ensure_sdp_offer, only: :initiate
   before_action :ensure_contact_phone, only: :initiate
@@ -53,7 +51,7 @@ class Api::V1::Accounts::WhatsappCallsController < Api::V1::Accounts::BaseContro
   end
 
   def provider_service
-    @provider_service ||= @conversation.inbox.channel.provider_service
+    @provider_service ||= @inbox.channel.provider_service
   end
 
   def set_call
@@ -61,13 +59,38 @@ class Api::V1::Accounts::WhatsappCallsController < Api::V1::Accounts::BaseContro
     authorize @call.conversation, :show?
   end
 
-  def set_conversation
+  def set_call_context
+    params[:conversation_id].present? ? set_context_from_conversation : set_context_from_contact
+  end
+
+  def set_context_from_conversation
     @conversation = Current.account.conversations.find_by!(display_id: params[:conversation_id])
     authorize @conversation, :show?
+    @inbox = @conversation.inbox
+    @contact = @conversation.contact
+  end
+
+  def set_context_from_contact
+    @inbox = Current.account.inboxes.find(params[:inbox_id])
+    authorize @inbox, :show?
+    @contact = Current.account.contacts.find(params[:contact_id])
+    @conversation = conversation_builder.existing_conversation
+    # Authorize the thread the call will land in — after the dial is too late to refuse a ringing call.
+    authorize(@conversation || conversation_builder.new_conversation, :show?)
+  end
+
+  def conversation_builder
+    @conversation_builder ||= Whatsapp::CallConversationBuilder.new(inbox: @inbox, contact: @contact, user: Current.user)
+  end
+
+  # Created only after the dial succeeds, so a failed call leaves no empty thread and there is nothing to
+  # roll back. Re-authorized because a concurrent caller may have created the thread we get back.
+  def open_conversation!
+    (@conversation || conversation_builder.perform!).tap { |conversation| authorize conversation, :show? }
   end
 
   def ensure_calling_enabled
-    channel = @conversation.inbox.channel
+    channel = @inbox.channel
     return if channel.is_a?(Channel::Whatsapp) && channel.voice_enabled?
 
     render_could_not_create_error(I18n.t('errors.whatsapp.calls.not_enabled'))
@@ -80,7 +103,7 @@ class Api::V1::Accounts::WhatsappCallsController < Api::V1::Accounts::BaseContro
   end
 
   def ensure_contact_phone
-    return if @conversation.contact&.phone_number.present?
+    return if @contact.phone_number.present?
 
     render_could_not_create_error(I18n.t('errors.whatsapp.calls.contact_phone_required'))
   end
@@ -105,92 +128,45 @@ class Api::V1::Accounts::WhatsappCallsController < Api::V1::Accounts::BaseContro
   end
 
   def create_outbound_call
-    contact_phone = @conversation.contact.phone_number.delete('+')
-    # Claim for the caller only if unassigned at trigger time (before the round-trip); wins over auto-assignment.
-    claim_for_caller = @conversation.assignee_id.nil?
+    # A reused thread unassigned at click time is claimed for the caller (wins over auto-assignment); a
+    # fresh thread (@conversation nil until the dial succeeds) is created already assigned to the caller.
+    claim_for_caller = @conversation.present? && @conversation.assignee_id.nil?
 
-    result = provider_service.initiate_call(contact_phone, params[:sdp_offer])
+    result = provider_service.initiate_call(@contact.phone_number.delete('+'), params[:sdp_offer])
     provider_call_id = result.dig('calls', 0, 'id') || result['call_id']
 
+    @conversation = open_conversation!
     @conversation.with_lock { @conversation.update!(assignee: Current.user) } if claim_for_caller
 
+    create_call_record(provider_call_id)
+  end
+
+  def create_call_record(provider_call_id)
+    existing = Current.account.calls.whatsapp.find_by(provider_call_id: provider_call_id)
+    return existing if existing
+
     Current.account.calls.create!(
       provider: :whatsapp, inbox: @conversation.inbox, conversation: @conversation, contact: @conversation.contact,
       provider_call_id: provider_call_id, direction: :outgoing, status: 'ringing',
       accepted_by_agent_id: Current.user.id,
       meta: { 'sdp_offer' => params[:sdp_offer], 'ice_servers' => Call.default_ice_servers }
     )
+  rescue ActiveRecord::RecordNotUnique
+    # A webhook inserted the row between the find_by above and this create; reconcile to it.
+    Current.account.calls.whatsapp.find_by!(provider_call_id: provider_call_id)
   end
 
-  # Meta error 138006 means the contact hasn't opted in yet; send the opt-in
-  # template (throttled, behind a conversation lock to prevent double-send).
   def render_permission_request
-    status = nil
-    @conversation.with_lock do
-      if permission_request_throttled?
-        status = 'permission_pending'
-        next
-      end
-
-      sent = send_permission_request_safely
-      if sent
-        record_permission_request_wamid(sent)
-        emit_permission_requested_activity
-        status = 'permission_requested'
-      else
-        status = 'failed'
-      end
-    end
+    # Raised mid-dial, so a fresh contact has no thread yet — open one for the opt-in template to land in.
+    @conversation = open_conversation!
+    status = Whatsapp::CallPermissionRequestService.new(conversation: @conversation).perform
 
     return render_could_not_create_error(I18n.t('errors.whatsapp.calls.permission_request_failed')) if status == 'failed'
 
     # 422 (not 200) so any client treating 2xx as "call placed" can't mistake
     # the permission-template path for a successful dial. The FE composable
     # detects this status and surfaces the banner instead of throwing.
-    render json: { status: status }, status: :unprocessable_entity
-  end
-
-  def permission_request_throttled?
-    last_requested = @conversation.additional_attributes&.dig('call_permission_requested_at')
-    last_requested.present? && Time.zone.parse(last_requested) > PERMISSION_REQUEST_THROTTLE.ago
-  end
-
-  # Treat transport errors as a falsy return so we render 422 rather than 500.
-  def send_permission_request_safely
-    provider_service.send_call_permission_request(
-      @conversation.contact.phone_number.delete('+'),
-      *permission_request_body_args
-    )
-  rescue StandardError => e
-    Rails.logger.warn "[WHATSAPP CALL] permission_request failed: #{e.class} #{e.message}"
-    nil
-  end
-
-  # Pass the inbox-level override only when present so the provider falls back
-  # to the i18n default for inboxes that haven't customized the prompt.
-  def permission_request_body_args
-    custom_body = @conversation.inbox.channel.provider_config&.dig('call_permission_request_body').presence
-    custom_body ? [custom_body] : []
-  end
-
-  def emit_permission_requested_activity
-    content = I18n.t(
-      'conversations.activity.whatsapp_call.permission_requested',
-      contact_name: @conversation.contact.name
-    )
-    ::Conversations::ActivityMessageJob.perform_later(
-      @conversation,
-      { account_id: @conversation.account_id, inbox_id: @conversation.inbox_id, message_type: :activity, content: content }
-    )
-  end
-
-  # Stash the outbound wamid so the reply webhook can match context.id back here.
-  def record_permission_request_wamid(sent)
-    attrs = (@conversation.additional_attributes || {}).merge(
-      'call_permission_requested_at' => Time.current.iso8601,
-      'call_permission_request_message_id' => sent.dig('messages', 0, 'id')
-    )
-    @conversation.update!(additional_attributes: attrs)
+    render json: { status: status, conversation_id: @conversation.display_id }, status: :unprocessable_entity
   end
 
   def render_call_error(error)

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/controllers/twilio/voice_controller.rb

@@ -107,8 +107,8 @@ class Twilio::VoiceController < ApplicationController
     when 'inbound'
       Voice::InboundCallBuilder.perform!(
         inbox: inbox,
-        from_number: twilio_from,
-        call_sid: twilio_call_sid
+        call_sid: twilio_call_sid,
+        caller: { source_ids: [twilio_from], contact_attributes: { name: twilio_from, phone_number: twilio_from } }
       )
     when 'outbound-api', 'outbound-dial'
       sync_outbound_leg(call_sid: twilio_call_sid, direction: twilio_direction)

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

@@ -68,7 +68,7 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
         # left is the customer-facing follow-up message.
         process_v2_handoff
       end
-      capture_assistant_session(result_message: @handoff_message, credits_consumed: 0.0)
+      capture_assistant_session(result_message: @handoff_message, credits_consumed: 0.0, capture_message_sources: false)
     elsif v1_handoff_requested?
       # V1 only signals via the response string — no state has been touched yet. If
       # the conversation isn't pending anymore, a human took over mid-run; bail out
@@ -83,7 +83,7 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
         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)
+      capture_assistant_session(result_message: message, credits_consumed: 1.0, capture_message_sources: captain_v2_enabled?)
     end
   end
 
@@ -142,9 +142,10 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
   # Capture runs outside the delivery transaction and never raises (the service
   # swallows its own failures): a session-logging bug must never roll back the
   # customer reply or trigger the top-level handle_error handoff on top of it.
-  def capture_assistant_session(result_message:, credits_consumed:)
+  def capture_assistant_session(result_message:, credits_consumed:, capture_message_sources:)
     Captain::Assistant::SessionCaptureService.new(assistant: @assistant, conversation: @conversation, run_result: @run_result,
-                                                  result_message: result_message, credits_consumed: credits_consumed).capture
+                                                  result_message: result_message, credits_consumed: credits_consumed,
+                                                  capture_message_sources: capture_message_sources).capture
   end
 
   def handle_error(error)

enterprise/app/models/captain/document.rb

@@ -34,6 +34,7 @@ class Captain::Document < ApplicationRecord
 
   belongs_to :assistant, class_name: 'Captain::Assistant'
   has_many :responses, class_name: 'Captain::AssistantResponse', dependent: :destroy, as: :documentable
+  has_many :message_sources, class_name: 'Captain::MessageSource', dependent: :destroy_async
   belongs_to :account
   has_one_attached :pdf_file
   store_accessor :metadata, :content_fingerprint, :last_sync_error_code, :sync_step, :openai_file_id

enterprise/app/models/captain/message_source.rb

@@ -0,0 +1,33 @@
+# == Schema Information
+#
+# Table name: captain_message_sources
+#
+#  id                    :bigint           not null, primary key
+#  created_at            :datetime         not null
+#  updated_at            :datetime         not null
+#  account_id            :bigint           not null
+#  assistant_id          :bigint           not null
+#  assistant_response_id :bigint           not null
+#  conversation_id       :bigint           not null
+#  document_id           :bigint           not null
+#  message_id            :bigint           not null
+#
+# Indexes
+#
+#  idx_captain_message_sources_on_message_and_response  (message_id,assistant_response_id) UNIQUE
+#  index_captain_message_sources_on_account_id          (account_id)
+#  index_captain_message_sources_on_assistant_id        (assistant_id)
+#  index_captain_message_sources_on_conversation_id     (conversation_id)
+#  index_captain_message_sources_on_document_id         (document_id)
+#  index_captain_message_sources_on_message_id          (message_id)
+#
+class Captain::MessageSource < ApplicationRecord
+  self.table_name = 'captain_message_sources'
+
+  belongs_to :account
+  belongs_to :assistant, class_name: 'Captain::Assistant'
+  belongs_to :conversation, class_name: '::Conversation'
+  belongs_to :message
+  belongs_to :document, class_name: 'Captain::Document'
+  belongs_to :assistant_response, class_name: 'Captain::AssistantResponse', optional: true
+end

enterprise/app/models/enterprise/concerns/account.rb

@@ -16,6 +16,7 @@ module Enterprise::Concerns::Account
     has_many :captain_documents, dependent: :destroy_async, class_name: 'Captain::Document'
     has_many :captain_custom_tools, dependent: :destroy_async, class_name: 'Captain::CustomTool'
     has_many :captain_agent_sessions, dependent: :destroy_async, class_name: 'Captain::AgentSession'
+    has_many :captain_message_sources, dependent: :destroy_async, class_name: 'Captain::MessageSource'
 
     has_many :copilot_threads, dependent: :destroy_async
     has_many :companies, dependent: :destroy_async