feat: add allow_bots checkbox to live chat campaign form

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

@@ -29,6 +29,6 @@ class Api::V1::Accounts::CampaignsController < Api::V1::Accounts::BaseController
 
   def campaign_params
     params.require(:campaign).permit(:title, :description, :message, :enabled, :trigger_only_during_business_hours, :inbox_id, :sender_id,
-                                     :scheduled_at, audience: [:type, :id], trigger_rules: {}, template_params: {})
+                                     :scheduled_at, :allow_bots, audience: [:type, :id], trigger_rules: {}, template_params: {})
   end
 end

app/javascript/dashboard/components-next/Campaigns/Pages/CampaignPage/LiveChatCampaign/LiveChatCampaignForm.vue

@@ -47,6 +47,7 @@ const initialState = {
   senderId: 0,
   enabled: true,
   triggerOnlyDuringBusinessHours: false,
+  allowBots: false,
   endPoint: '',
   timeOnPage: 10,
 };
@@ -139,6 +140,7 @@ const prepareCampaignDetails = () => ({
   sender_id: state.senderId || null,
   enabled: state.enabled,
   trigger_only_during_business_hours: state.triggerOnlyDuringBusinessHours,
+  allow_bots: state.allowBots,
   trigger_rules: {
     url: state.endPoint,
     time_on_page: state.timeOnPage,
@@ -166,6 +168,7 @@ const updateStateFromCampaign = campaign => {
     sender,
     enabled,
     trigger_only_during_business_hours: triggerOnlyDuringBusinessHours,
+    allow_bots: allowBots,
     trigger_rules: { url: endPoint, time_on_page: timeOnPage },
   } = campaign;
 
@@ -176,6 +179,7 @@ const updateStateFromCampaign = campaign => {
     senderId: sender?.id ?? 0,
     enabled,
     triggerOnlyDuringBusinessHours,
+    allowBots,
     endPoint,
     timeOnPage,
   });
@@ -295,6 +299,13 @@ defineExpose({ prepareCampaignDetails, isSubmitDisabled });
           }}
         </span>
       </label>
+
+      <label class="flex items-center gap-2">
+        <input v-model="state.allowBots" type="checkbox" />
+        <span class="text-sm font-medium text-n-slate-12">
+          {{ t('CAMPAIGN.LIVE_CHAT.CREATE.FORM.OTHER_PREFERENCES.ALLOW_BOTS') }}
+        </span>
+      </label>
     </fieldset>
 
     <div

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

@@ -57,7 +57,8 @@
           "OTHER_PREFERENCES": {
             "TITLE": "Other preferences",
             "ENABLED": "Enable campaign",
-            "TRIGGER_ONLY_BUSINESS_HOURS": "Trigger only during business hours"
+            "TRIGGER_ONLY_BUSINESS_HOURS": "Trigger only during business hours",
+            "ALLOW_BOTS": "Allow bots to handle conversations"
           },
           "BUTTONS": {
             "CREATE": "Create",

app/models/campaign.rb

@@ -3,6 +3,7 @@
 # Table name: campaigns
 #
 #  id                                 :bigint           not null, primary key
+#  allow_bots                         :boolean          default(FALSE), not null
 #  audience                           :jsonb
 #  campaign_status                    :integer          default("active"), not null
 #  campaign_type                      :integer          default("ongoing"), not null

app/models/conversation.rb

@@ -228,9 +228,13 @@ class Conversation < ApplicationRecord
   def determine_conversation_status
     self.status = :resolved and return if contact.blocked?
 
-    # Message template hooks aren't executed for conversations from campaigns
-    # So making these conversations open for agent visibility
-    return if campaign.present?
+    # Handle campaign conversations
+    if campaign.present?
+      # If campaign allows bots and inbox has an active bot, start as pending
+      # Otherwise, start as open (default) for immediate agent visibility
+      self.status = :pending if campaign.allow_bots && inbox.active_bot?
+      return
+    end
 
     # TODO: make this an inbox config instead of assuming bot conversations should start as pending
     self.status = :pending if inbox.active_bot?

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

@@ -19,5 +19,6 @@ if resource.campaign_type == 'one_off'
 end
 json.trigger_rules resource.trigger_rules
 json.trigger_only_during_business_hours resource.trigger_only_during_business_hours
+json.allow_bots resource.allow_bots
 json.created_at resource.created_at
 json.updated_at resource.updated_at

db/migrate/20251105114654_add_allow_bots_to_campaigns.rb

@@ -0,0 +1,5 @@
+class AddAllowBotsToCampaigns < ActiveRecord::Migration[7.1]
+  def change
+    add_column :campaigns, :allow_bots, :boolean, default: false, null: false
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2025_10_22_152158) do
+ActiveRecord::Schema[7.1].define(version: 2025_11_05_114654) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"
@@ -278,6 +278,7 @@ ActiveRecord::Schema[7.1].define(version: 2025_10_22_152158) do
     t.datetime "scheduled_at", precision: nil
     t.boolean "trigger_only_during_business_hours", default: false
     t.jsonb "template_params"
+    t.boolean "allow_bots", default: false, null: false
     t.index ["account_id"], name: "index_campaigns_on_account_id"
     t.index ["campaign_status"], name: "index_campaigns_on_campaign_status"
     t.index ["campaign_type"], name: "index_campaigns_on_campaign_type"

spec/controllers/api/v1/accounts/campaigns_controller_spec.rb

@@ -108,6 +108,29 @@ RSpec.describe 'Campaigns API', type: :request do
         expect(JSON.parse(response.body, symbolize_names: true)[:title]).to eq('test')
       end
 
+      it 'creates a new campaign with allow_bots enabled' do
+        post "/api/v1/accounts/#{account.id}/campaigns",
+             params: { inbox_id: inbox.id, title: 'test', message: 'test message', allow_bots: true },
+             headers: administrator.create_new_auth_token,
+             as: :json
+
+        expect(response).to have_http_status(:success)
+        response_data = JSON.parse(response.body, symbolize_names: true)
+        expect(response_data[:title]).to eq('test')
+        expect(response_data[:allow_bots]).to be true
+      end
+
+      it 'creates a new campaign with allow_bots disabled by default' do
+        post "/api/v1/accounts/#{account.id}/campaigns",
+             params: { inbox_id: inbox.id, title: 'test', message: 'test message' },
+             headers: administrator.create_new_auth_token,
+             as: :json
+
+        expect(response).to have_http_status(:success)
+        response_data = JSON.parse(response.body, symbolize_names: true)
+        expect(response_data[:allow_bots]).to be false
+      end
+
       it 'creates a new ongoing campaign' do
         post "/api/v1/accounts/#{account.id}/campaigns",
              params: { inbox_id: inbox.id, title: 'test', message: 'test message', trigger_rules: { url: 'https://test.com' } },
@@ -189,6 +212,16 @@ RSpec.describe 'Campaigns API', type: :request do
         expect(response).to have_http_status(:success)
         expect(JSON.parse(response.body, symbolize_names: true)[:title]).to eq('test')
       end
+
+      it 'updates the campaign allow_bots setting' do
+        patch "/api/v1/accounts/#{account.id}/campaigns/#{campaign.display_id}",
+              params: { allow_bots: true },
+              headers: administrator.create_new_auth_token,
+              as: :json
+
+        expect(response).to have_http_status(:success)
+        expect(JSON.parse(response.body, symbolize_names: true)[:allow_bots]).to be true
+      end
     end
   end
 

spec/models/conversation_spec.rb

@@ -576,10 +576,28 @@ RSpec.describe Conversation do
       expect(conversation.status).to eq('pending')
     end
 
-    it 'returns conversation as open if campaign is present' do
-      conversation = create(:conversation, inbox: bot_inbox.inbox, campaign: create(:campaign))
+    it 'returns conversation as open if campaign is present without allow_bots' do
+      conversation = create(:conversation, inbox: bot_inbox.inbox, campaign: create(:campaign, allow_bots: false))
       expect(conversation.status).to eq('open')
     end
+
+    it 'returns conversation as pending if campaign has allow_bots enabled' do
+      conversation = create(:conversation, inbox: bot_inbox.inbox, campaign: create(:campaign, allow_bots: true))
+      expect(conversation.status).to eq('pending')
+    end
+
+    it 'returns conversation as open if campaign has allow_bots but inbox has no bot' do
+      regular_inbox = create(:inbox, account: bot_inbox.inbox.account)
+      conversation = create(:conversation, inbox: regular_inbox, campaign: create(:campaign, allow_bots: true))
+      expect(conversation.status).to eq('open')
+    end
+
+    it 'does not start as pending when allow_bots is explicitly disabled even with bot inbox' do
+      campaign = create(:campaign, allow_bots: false)
+      conversation = create(:conversation, inbox: bot_inbox.inbox, campaign: campaign)
+      expect(conversation.status).to eq('open')
+      expect(conversation.status).not_to eq('pending')
+    end
   end
 
   describe '#botintegration: when conversation created in inbox with dialogflow integration' do