fix(captain): keep responding to pending conversations on audience or schedule drift

An unset checkbox custom attribute now matches equal_to false and
not_equal_to true instead of never matching.

app/javascript/dashboard/components-next/captain/pageComponents/assistant/settings/AssistantAudienceForm.vue

@@ -0,0 +1,173 @@
+<script setup>
+import { ref, watch, useTemplateRef } from 'vue';
+import { useI18n } from 'vue-i18n';
+import Button from 'dashboard/components-next/button/Button.vue';
+import RadioCard from 'dashboard/components-next/radioCard/RadioCard.vue';
+import AudienceGroup from './audience/AudienceGroup.vue';
+import { useAudienceFilterTypes } from './audience/useAudienceFilterTypes.js';
+
+const props = defineProps({
+  assistant: {
+    type: Object,
+    default: () => ({}),
+  },
+});
+
+const emit = defineEmits(['submit']);
+
+const { t } = useI18n();
+const { filterTypes } = useAudienceFilterTypes();
+
+let uid = 0;
+const nextId = () => {
+  uid += 1;
+  return `audience-root-${uid}`;
+};
+
+const hasConditions = node =>
+  node && Object.prototype.hasOwnProperty.call(node, 'conditions');
+
+const defaultRoot = () => ({ id: nextId(), operator: 'and', conditions: [] });
+
+const root = ref(defaultRoot());
+const mode = ref('everyone');
+
+const findOption = (filterType, value) =>
+  filterType?.options?.find(option => String(option.id) === String(value));
+
+const hydrateValues = (leaf, filterType) => {
+  const raw = Array.isArray(leaf.values) ? leaf.values : [leaf.values];
+  const inputType = filterType?.inputType;
+  if (inputType === 'multiSelect') {
+    return raw.map(
+      value => findOption(filterType, value) ?? { id: value, name: value }
+    );
+  }
+  if (['searchSelect', 'booleanSelect'].includes(inputType)) {
+    return findOption(filterType, raw[0]) ?? { id: raw[0], name: raw[0] };
+  }
+  return raw[0] ?? '';
+};
+
+const hydrateNode = node => {
+  if (hasConditions(node)) {
+    return {
+      id: nextId(),
+      operator: node.operator || 'and',
+      conditions: (node.conditions || []).map(hydrateNode),
+    };
+  }
+
+  const filterType = filterTypes.value.find(
+    type => type.attributeKey === node.attribute_key
+  );
+  return {
+    id: nextId(),
+    attributeKey: node.attribute_key,
+    filterOperator: node.filter_operator,
+    values: hydrateValues(node, filterType),
+    attributeModel: filterType?.attributeModel || 'standard',
+  };
+};
+
+const hydrateRoot = audience => {
+  if (!audience) return defaultRoot();
+  const hydrated = hydrateNode(audience);
+  return hasConditions(hydrated)
+    ? hydrated
+    : { id: nextId(), operator: 'and', conditions: [hydrated] };
+};
+
+const serializeValues = values => {
+  if (Array.isArray(values)) {
+    return values[0]?.id ? values.map(value => value.id) : values;
+  }
+  if (values && typeof values === 'object') {
+    return [values.id];
+  }
+  if (values === '' || values === null || values === undefined) {
+    return [];
+  }
+  return [values];
+};
+
+const serializeNode = node => {
+  if (hasConditions(node)) {
+    return {
+      operator: node.operator,
+      conditions: node.conditions.map(serializeNode),
+    };
+  }
+  return {
+    attribute_key: node.attributeKey,
+    filter_operator: node.filterOperator,
+    values: serializeValues(node.values),
+  };
+};
+
+const groupRef = useTemplateRef('groupRef');
+
+const handleSubmit = () => {
+  const isSpecific = mode.value === 'specific';
+  if (isSpecific && !groupRef.value.validate()) return;
+
+  const audience =
+    isSpecific && root.value.conditions.length
+      ? serializeNode(root.value)
+      : null;
+
+  emit('submit', {
+    config: {
+      ...props.assistant.config,
+      audience,
+    },
+  });
+};
+
+watch(
+  () => props.assistant,
+  newAssistant => {
+    if (!newAssistant) return;
+    const audience = newAssistant.config?.audience;
+    root.value = hydrateRoot(audience);
+    mode.value = audience ? 'specific' : 'everyone';
+  },
+  { immediate: true }
+);
+</script>
+
+<template>
+  <div class="flex flex-col gap-4">
+    <div class="flex flex-col gap-3">
+      <RadioCard
+        id="everyone"
+        :label="t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.EVERYONE.LABEL')"
+        :description="t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.EVERYONE.DESC')"
+        :is-active="mode === 'everyone'"
+        @select="mode = 'everyone'"
+      />
+      <RadioCard
+        id="specific"
+        :label="t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.SPECIFIC.LABEL')"
+        :description="t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.SPECIFIC.DESC')"
+        :is-active="mode === 'specific'"
+        @select="mode = 'specific'"
+      >
+        <AudienceGroup
+          v-if="mode === 'specific'"
+          ref="groupRef"
+          v-model="root"
+          is-root
+          class="w-full mt-2"
+          :filter-types="filterTypes"
+        />
+      </RadioCard>
+    </div>
+    <div>
+      <Button
+        :label="t('CAPTAIN.ASSISTANTS.FORM.UPDATE')"
+        @click="handleSubmit"
+      />
+    </div>
+  </div>
+</template>

app/javascript/dashboard/components-next/captain/pageComponents/assistant/settings/AssistantScheduleForm.vue

@@ -0,0 +1,66 @@
+<script setup>
+import { ref, watch } from 'vue';
+import { useI18n } from 'vue-i18n';
+import Button from 'dashboard/components-next/button/Button.vue';
+import RadioCard from 'dashboard/components-next/radioCard/RadioCard.vue';
+
+const props = defineProps({
+  assistant: {
+    type: Object,
+    default: () => ({}),
+  },
+});
+
+const emit = defineEmits(['submit']);
+
+const { t } = useI18n();
+
+const OPTIONS = ['always', 'business_hours', 'outside_business_hours'];
+
+const selected = ref('always');
+
+const handleSubmit = () => {
+  emit('submit', {
+    config: { ...props.assistant.config, response_window: selected.value },
+  });
+};
+
+watch(
+  () => props.assistant,
+  newAssistant => {
+    if (newAssistant) {
+      selected.value = newAssistant.config?.response_window || 'always';
+    }
+  },
+  { immediate: true }
+);
+</script>
+
+<template>
+  <div class="flex flex-col gap-4">
+    <div class="flex flex-col gap-3">
+      <RadioCard
+        v-for="option in OPTIONS"
+        :id="option"
+        :key="option"
+        :label="
+          t(`CAPTAIN.ASSISTANTS.FORM.SCHEDULE.${option.toUpperCase()}.LABEL`)
+        "
+        :description="
+          t(`CAPTAIN.ASSISTANTS.FORM.SCHEDULE.${option.toUpperCase()}.DESC`)
+        "
+        :is-active="selected === option"
+        @select="selected = $event"
+      />
+    </div>
+    <p class="text-sm text-n-slate-11">
+      {{ t('CAPTAIN.ASSISTANTS.FORM.SCHEDULE.HINT') }}
+    </p>
+    <div>
+      <Button
+        :label="t('CAPTAIN.ASSISTANTS.FORM.UPDATE')"
+        @click="handleSubmit"
+      />
+    </div>
+  </div>
+</template>

app/javascript/dashboard/components-next/captain/pageComponents/assistant/settings/audience/AudienceGroup.vue

@@ -0,0 +1,167 @@
+<script setup>
+import { useTemplateRef } from 'vue';
+import { useI18n } from 'vue-i18n';
+import Button from 'next/button/Button.vue';
+import FilterSelect from 'dashboard/components-next/filter/inputs/FilterSelect.vue';
+import ConditionRow from 'dashboard/components-next/filter/ConditionRow.vue';
+
+const props = defineProps({
+  filterTypes: { type: Array, required: true },
+  depth: { type: Number, default: 0 },
+  maxDepth: { type: Number, default: 1 },
+  isRoot: { type: Boolean, default: false },
+});
+
+const emit = defineEmits(['remove']);
+
+const node = defineModel({ type: Object, required: true });
+
+const { t } = useI18n();
+
+let uid = 0;
+const nextId = () => {
+  uid += 1;
+  return `audience-${Date.now()}-${uid}`;
+};
+
+const DEFAULT_LEAF = () => ({
+  id: nextId(),
+  attributeKey: 'email',
+  filterOperator: 'contains',
+  values: '',
+  attributeModel: 'standard',
+});
+
+const operatorOptions = [
+  { value: 'and', label: t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.MATCH_ALL') },
+  { value: 'or', label: t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.MATCH_ANY') },
+];
+
+const isGroup = child =>
+  Object.prototype.hasOwnProperty.call(child, 'conditions');
+
+const addCondition = () => {
+  node.value.conditions.push(DEFAULT_LEAF());
+};
+
+const addGroup = () => {
+  node.value.conditions.push({
+    id: nextId(),
+    operator: 'and',
+    conditions: [DEFAULT_LEAF()],
+  });
+};
+
+const removeChild = index => {
+  node.value.conditions.splice(index, 1);
+  // A nested group must always hold at least one condition; remove the whole group when emptied.
+  if (!props.isRoot && node.value.conditions.length === 0) {
+    emit('remove');
+  }
+};
+
+const leafRefs = useTemplateRef('leafRefs');
+const groupRefs = useTemplateRef('groupRefs');
+
+const validate = () => {
+  const leavesValid = (leafRefs.value ?? []).every(row => row.validate());
+  const groupsValid = (groupRefs.value ?? []).every(group => group.validate());
+  return leavesValid && groupsValid;
+};
+
+defineExpose({ validate });
+</script>
+
+<template>
+  <div
+    class="flex flex-col gap-4 group/audience-group"
+    :class="
+      isRoot
+        ? 'p-4 border border-n-weak rounded-xl'
+        : 'p-3 border border-n-weak bg-n-alpha-1 rounded-lg'
+    "
+  >
+    <div class="flex items-center gap-2">
+      <div class="flex items-center gap-1.5 text-sm text-n-slate-11">
+        <span>{{ t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.MATCH_PREFIX') }}</span>
+        <FilterSelect
+          v-model="node.operator"
+          variant="faded"
+          hide-icon
+          class="text-sm"
+          :options="operatorOptions"
+        />
+        <span>{{ t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.MATCH_SUFFIX') }}</span>
+      </div>
+      <Button
+        v-if="!isRoot"
+        sm
+        ghost
+        slate
+        icon="i-lucide-trash"
+        class="ml-auto flex-shrink-0 opacity-0 transition-opacity group-hover/audience-group:opacity-100"
+        @click="emit('remove')"
+      />
+    </div>
+
+    <ul class="grid gap-3 list-none">
+      <template v-for="(child, index) in node.conditions" :key="child.id">
+        <AudienceGroup
+          v-if="isGroup(child)"
+          ref="groupRefs"
+          v-model="node.conditions[index]"
+          :filter-types="filterTypes"
+          :depth="depth + 1"
+          :max-depth="maxDepth"
+          @remove="removeChild(index)"
+        />
+        <ConditionRow
+          v-else
+          ref="leafRefs"
+          v-model:attribute-key="child.attributeKey"
+          v-model:filter-operator="child.filterOperator"
+          v-model:values="child.values"
+          :filter-types="filterTypes"
+          :show-query-operator="false"
+          searchable-attributes
+          @remove="removeChild(index)"
+        />
+      </template>
+    </ul>
+
+    <div
+      v-if="isRoot && !node.conditions.length"
+      class="flex flex-col items-center gap-1.5 px-4 py-8 text-center border border-dashed rounded-lg border-n-weak"
+    >
+      <span class="text-2xl i-lucide-users-round text-n-slate-10" />
+      <p class="text-sm font-medium text-n-slate-12">
+        {{ t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.EMPTY_TITLE') }}
+      </p>
+      <p class="max-w-md text-sm text-n-slate-11">
+        {{ t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.EMPTY_BODY') }}
+      </p>
+    </div>
+
+    <div class="flex gap-2">
+      <Button
+        sm
+        ghost
+        blue
+        icon="i-lucide-plus"
+        class="flex-shrink-0"
+        :label="t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.ADD_CONDITION')"
+        @click="addCondition"
+      />
+      <Button
+        v-if="depth < maxDepth"
+        sm
+        ghost
+        blue
+        icon="i-lucide-plus"
+        class="flex-shrink-0"
+        :label="t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.ADD_GROUP')"
+        @click="addGroup"
+      />
+    </div>
+  </div>
+</template>

app/javascript/dashboard/components-next/captain/pageComponents/assistant/settings/audience/useAudienceFilterTypes.js

@@ -0,0 +1,137 @@
+import { computed } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useMapGetter } from 'dashboard/composables/store.js';
+import { useContactFilterContext } from 'dashboard/components-next/filter/contactProvider.js';
+import { useOperators } from 'dashboard/components-next/filter/operators.js';
+import languages from 'dashboard/components/widgets/conversation/advancedFilterItems/languages.js';
+
+const STANDARD_ICONS = {
+  name: 'i-lucide-user',
+  email: 'i-lucide-mail',
+  phone_number: 'i-lucide-phone',
+  identifier: 'i-lucide-fingerprint',
+  country_code: 'i-lucide-flag',
+  city: 'i-lucide-map-pin',
+  company_name: 'i-lucide-building-2',
+  created_at: 'i-lucide-calendar',
+  last_activity_at: 'i-lucide-activity',
+  blocked: 'i-lucide-ban',
+  labels: 'i-lucide-tags',
+  hmac_verified: 'i-lucide-user-check',
+  browser_language: 'i-lucide-globe',
+  conversation_language: 'i-lucide-languages',
+};
+
+const CUSTOM_TYPE_ICONS = {
+  text: 'i-lucide-type',
+  number: 'i-lucide-hash',
+  currency: 'i-lucide-banknote',
+  percent: 'i-lucide-percent',
+  link: 'i-lucide-link',
+  date: 'i-lucide-calendar',
+  list: 'i-lucide-list',
+  checkbox: 'i-lucide-square-check',
+};
+
+const DEFAULT_ICON = 'i-lucide-tag';
+
+const header = (id, label) => ({
+  value: `__group_${id}`,
+  label,
+  disabled: true,
+});
+
+export function useAudienceFilterTypes() {
+  const { t } = useI18n();
+  const { filterTypes: contactFilterTypes } = useContactFilterContext();
+  const { equalityOperators } = useOperators();
+  const contactAttributes = useMapGetter('attributes/getContactAttributes');
+
+  const customTypeByKey = computed(() =>
+    Object.fromEntries(
+      (contactAttributes.value || []).map(attr => [
+        attr.attributeKey,
+        attr.attributeDisplayType,
+      ])
+    )
+  );
+
+  const conversationOption = (key, label, options) => ({
+    attributeKey: key,
+    value: key,
+    attributeName: label,
+    label,
+    icon: STANDARD_ICONS[key],
+    inputType: 'searchSelect',
+    options,
+    dataType: 'text',
+    filterOperators: equalityOperators.value,
+    attributeModel: 'additional',
+  });
+
+  const conversationTypes = computed(() => [
+    conversationOption(
+      'hmac_verified',
+      t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.LOGGED_IN'),
+      [
+        {
+          id: 'true',
+          name: t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.LOGGED_IN_TRUE'),
+        },
+        {
+          id: 'false',
+          name: t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.LOGGED_IN_FALSE'),
+        },
+      ]
+    ),
+    conversationOption(
+      'browser_language',
+      t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.BROWSER_LANGUAGE'),
+      languages
+    ),
+    conversationOption(
+      'conversation_language',
+      t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.CONVERSATION_LANGUAGE'),
+      languages
+    ),
+  ]);
+
+  const standardTypes = computed(() =>
+    contactFilterTypes.value
+      .filter(type => type.attributeModel !== 'customAttributes')
+      .map(type => ({
+        ...type,
+        icon: STANDARD_ICONS[type.attributeKey] || DEFAULT_ICON,
+      }))
+  );
+
+  const customTypes = computed(() =>
+    contactFilterTypes.value
+      .filter(type => type.attributeModel === 'customAttributes')
+      .filter(type => type.attributeKey in customTypeByKey.value)
+      .map(type => ({
+        ...type,
+        icon:
+          CUSTOM_TYPE_ICONS[customTypeByKey.value[type.attributeKey]] ||
+          DEFAULT_ICON,
+      }))
+  );
+
+  const filterTypes = computed(() => [
+    header('contact', t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.GROUP_CONTACT')),
+    ...standardTypes.value,
+    header(
+      'conversation',
+      t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.GROUP_CONVERSATION')
+    ),
+    ...conversationTypes.value,
+    ...(customTypes.value.length
+      ? [
+          header('custom', t('CAPTAIN.ASSISTANTS.FORM.AUDIENCE.GROUP_CUSTOM')),
+          ...customTypes.value,
+        ]
+      : []),
+  ]);
+
+  return { filterTypes };
+}

app/javascript/dashboard/components-next/captain/pageComponents/assistant/settings/audience/useAudienceFilterTypes.spec.js

@@ -0,0 +1,99 @@
+import languages from 'dashboard/components/widgets/conversation/advancedFilterItems/languages.js';
+import { useAudienceFilterTypes } from './useAudienceFilterTypes';
+
+const state = vi.hoisted(() => ({
+  contactFilterTypes: [],
+  contactAttributes: [],
+  equalityOperators: [{ value: 'equal_to' }, { value: 'not_equal_to' }],
+}));
+
+vi.mock('vue-i18n', () => ({
+  useI18n: () => ({ t: key => key }),
+}));
+
+vi.mock('dashboard/composables/store.js', () => ({
+  useMapGetter: () => ({ value: state.contactAttributes }),
+}));
+
+vi.mock('dashboard/components-next/filter/contactProvider.js', () => ({
+  useContactFilterContext: () => ({
+    filterTypes: { value: state.contactFilterTypes },
+  }),
+}));
+
+vi.mock('dashboard/components-next/filter/operators.js', () => ({
+  useOperators: () => ({
+    equalityOperators: { value: state.equalityOperators },
+  }),
+}));
+
+describe('useAudienceFilterTypes', () => {
+  beforeEach(() => {
+    state.contactFilterTypes = [
+      { attributeKey: 'email', attributeModel: 'standard' },
+      { attributeKey: 'mystery', attributeModel: 'standard' },
+      { attributeKey: 'signed_up_on', attributeModel: 'customAttributes' },
+      { attributeKey: 'company_size', attributeModel: 'customAttributes' },
+    ];
+    state.contactAttributes = [
+      { attributeKey: 'signed_up_on', attributeDisplayType: 'date' },
+    ];
+  });
+
+  const build = () => useAudienceFilterTypes().filterTypes.value;
+
+  it('assembles grouped sections in order', () => {
+    const keys = build().map(item => item.attributeKey ?? item.value);
+    expect(keys).toEqual([
+      '__group_contact',
+      'email',
+      'mystery',
+      '__group_conversation',
+      'hmac_verified',
+      'browser_language',
+      'conversation_language',
+      '__group_custom',
+      'signed_up_on',
+    ]);
+  });
+
+  it('marks headers as disabled options', () => {
+    const headers = build().filter(item => item.value?.startsWith('__group_'));
+    expect(headers).toHaveLength(3);
+    expect(headers.every(header => header.disabled)).toBe(true);
+  });
+
+  it('excludes custom attributes that are not contact-model attributes', () => {
+    const keys = build().map(item => item.attributeKey);
+    expect(keys).not.toContain('company_size');
+  });
+
+  it('omits the custom section when there are no contact custom attributes', () => {
+    state.contactAttributes = [];
+    const values = build().map(item => item.attributeKey ?? item.value);
+    expect(values).not.toContain('__group_custom');
+    expect(values).not.toContain('signed_up_on');
+  });
+
+  it('assigns icons by attribute key with a default fallback', () => {
+    const byKey = Object.fromEntries(
+      build().map(item => [item.attributeKey, item.icon])
+    );
+    expect(byKey.email).toBe('i-lucide-mail');
+    expect(byKey.mystery).toBe('i-lucide-tag');
+    expect(byKey.signed_up_on).toBe('i-lucide-calendar');
+  });
+
+  it('builds conversation options as searchSelects with equality operators', () => {
+    const types = build();
+    const hmac = types.find(item => item.attributeKey === 'hmac_verified');
+    expect(hmac.inputType).toBe('searchSelect');
+    expect(hmac.filterOperators).toEqual(state.equalityOperators);
+    expect(hmac.options.map(option => option.id)).toEqual(['true', 'false']);
+
+    const browserLanguage = types.find(
+      item => item.attributeKey === 'browser_language'
+    );
+    expect(browserLanguage.options).toEqual(languages);
+  });
+});

app/javascript/dashboard/components-next/filter/ConditionRow.vue

@@ -15,6 +15,7 @@ import { validateSingleFilter } from 'dashboard/helper/validations.js';
 const { filterTypes } = defineProps({
   showQueryOperator: { type: Boolean, default: false },
   filterTypes: { type: Array, required: true },
+  searchableAttributes: { type: Boolean, default: false },
 });
 
 const emit = defineEmits(['remove']);
@@ -199,6 +200,7 @@ defineExpose({ validate, resetValidation });
         v-model="attributeKey"
         variant="faded"
         :options="filterTypes"
+        :searchable="searchableAttributes"
         @update:model-value="resetModelOnAttributeKeyChange"
       />
       <FilterSelect

app/javascript/dashboard/components-next/filter/contactProvider.js

@@ -165,16 +165,6 @@ export function useContactFilterContext() {
       filterOperators: dateOperators.value,
       attributeModel: 'standard',
     },
-    {
-      attributeKey: CONTACT_ATTRIBUTES.REFERER,
-      value: CONTACT_ATTRIBUTES.REFERER,
-      attributeName: t('CONTACTS_LAYOUT.FILTER.REFERER_LINK'),
-      label: t('CONTACTS_LAYOUT.FILTER.REFERER_LINK'),
-      inputType: 'plainText',
-      dataType: 'text',
-      filterOperators: containmentOperators.value,
-      attributeModel: 'standard',
-    },
     {
       attributeKey: CONTACT_ATTRIBUTES.BLOCKED,
       value: CONTACT_ATTRIBUTES.BLOCKED,

app/javascript/dashboard/components-next/filter/inputs/FilterSelect.vue

@@ -1,5 +1,6 @@
 <script setup>
 import { computed, ref } from 'vue';
+import { useI18n } from 'vue-i18n';
 import { useElementBounding, useWindowSize } from '@vueuse/core';
 import DropdownContainer from 'next/dropdown-menu/base/DropdownContainer.vue';
 import DropdownSection from 'next/dropdown-menu/base/DropdownSection.vue';
@@ -7,6 +8,7 @@ import DropdownBody from 'next/dropdown-menu/base/DropdownBody.vue';
 import DropdownItem from 'next/dropdown-menu/base/DropdownItem.vue';
 
 import Button from 'next/button/Button.vue';
+import Icon from 'next/icon/Icon.vue';
 
 // [{label, icon, value}]
 const props = defineProps({
@@ -30,6 +32,10 @@ const props = defineProps({
     type: String,
     default: null,
   },
+  searchable: {
+    type: Boolean,
+    default: false,
+  },
 });
 
 const selected = defineModel({
@@ -37,9 +43,21 @@ const selected = defineModel({
   required: true,
 });
 
+const { t } = useI18n();
+
+const searchQuery = ref('');
 const triggerRef = ref(null);
 const dropdownRef = ref(null);
 
+const filteredOptions = computed(() => {
+  const query = searchQuery.value.trim().toLowerCase();
+  if (!props.searchable || !query) return props.options;
+  return props.options.filter(
+    option =>
+      !option.disabled && (option.label || '').toLowerCase().includes(query)
+  );
+});
+
 const { top } = useElementBounding(triggerRef);
 const { height } = useWindowSize();
 const { height: dropdownHeight } = useElementBounding(dropdownRef);
@@ -65,6 +83,12 @@ const dropdownPosition = computed(() => {
 
 const updateSelected = newValue => {
   selected.value = newValue;
+  searchQuery.value = '';
+};
+
+const handleTriggerClick = toggle => {
+  searchQuery.value = '';
+  toggle();
 };
 </script>
 
@@ -81,7 +105,7 @@ const updateSelected = newValue => {
           :icon="iconToRender"
           :trailing-icon="selectedOption.icon ? false : true"
           :label="label || (hideLabel ? null : selectedOption.label)"
-          @click="toggle"
+          @click="handleTriggerClick(toggle)"
         />
       </slot>
     </template>
@@ -91,8 +115,17 @@ const updateSelected = newValue => {
       :class="dropdownPosition"
       strong
     >
+      <div v-if="searchable" class="relative">
+        <Icon class="absolute size-4 left-2 top-2" icon="i-lucide-search" />
+        <input
+          v-model="searchQuery"
+          v-focus
+          class="w-full p-1.5 pl-8 rounded-lg text-n-slate-11 bg-n-alpha-1"
+          :placeholder="t('FILTER.SEARCH_PLACEHOLDER')"
+        />
+      </div>
       <DropdownSection class="[&>ul]:max-h-72">
-        <template v-for="option in options" :key="option.value">
+        <template v-for="option in filteredOptions" :key="option.value">
           <li
             v-if="option.disabled"
             class="px-2 py-1.5 text-xs font-medium text-n-slate-10 select-none"
@@ -106,6 +139,12 @@ const updateSelected = newValue => {
             @click="updateSelected(option.value)"
           />
         </template>
+        <li
+          v-if="searchable && !filteredOptions.length"
+          class="px-2 py-1.5 text-sm text-n-slate-10 select-none"
+        >
+          {{ t('FILTER.NO_RESULTS') }}
+        </li>
       </DropdownSection>
     </DropdownBody>
   </DropdownContainer>

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

@@ -19,6 +19,8 @@
       "OR": "OR"
     },
     "INPUT_PLACEHOLDER": "Enter value",
+    "SEARCH_PLACEHOLDER": "Search…",
+    "NO_RESULTS": "No matches",
     "CONTACT_SEARCH_PLACEHOLDER": "Search contacts",
     "CONTACT_FALLBACK": "Contact #{id}",
     "OPERATOR_LABELS": {

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

@@ -609,6 +609,47 @@
           "ALLOW_MEMORIES": "Capture key details as memories from customer interactions.",
           "ALLOW_CITATIONS": "Include source citations in responses",
           "ALLOW_CONTACT_ATTRIBUTES": "Allow access to contact information"
+        },
+        "AUDIENCE": {
+          "EVERYONE": {
+            "LABEL": "Everyone",
+            "DESC": "Captain responds to every conversation in connected inboxes."
+          },
+          "SPECIFIC": {
+            "LABEL": "Specific audience",
+            "DESC": "Captain responds only to customers who match the conditions below."
+          },
+          "ADD_CONDITION": "Add condition",
+          "ADD_GROUP": "Add condition group",
+          "EMPTY_TITLE": "No conditions yet",
+          "EMPTY_BODY": "Add a condition to target specific customers, or a condition group to combine conditions with different and/or logic.",
+          "MATCH_PREFIX": "Match",
+          "MATCH_SUFFIX": "of the following",
+          "MATCH_ALL": "all",
+          "MATCH_ANY": "any",
+          "GROUP_CONTACT": "Contact attributes",
+          "GROUP_CONVERSATION": "Conversation",
+          "GROUP_CUSTOM": "Custom attributes",
+          "BROWSER_LANGUAGE": "Browser language",
+          "CONVERSATION_LANGUAGE": "Conversation language",
+          "LOGGED_IN": "Logged-in user",
+          "LOGGED_IN_TRUE": "Yes",
+          "LOGGED_IN_FALSE": "No"
+        },
+        "SCHEDULE": {
+          "ALWAYS": {
+            "LABEL": "Anytime",
+            "DESC": "Captain responds to every conversation, regardless of time."
+          },
+          "BUSINESS_HOURS": {
+            "LABEL": "During business hours",
+            "DESC": "Captain responds only within each inbox's business hours."
+          },
+          "OUTSIDE_BUSINESS_HOURS": {
+            "LABEL": "Outside business hours",
+            "DESC": "Captain responds only when each inbox is closed."
+          },
+          "HINT": "Inboxes without business hours configured are always covered."
         }
       },
       "EDIT": {
@@ -627,6 +668,14 @@
           "TITLE": "System settings",
           "DESCRIPTION": "Customize what the assistant says when ending a conversation or transferring to a human."
         },
+        "AUDIENCE": {
+          "TITLE": "Audience",
+          "DESCRIPTION": "Choose whether this assistant responds to everyone or only to a specific audience."
+        },
+        "SCHEDULE": {
+          "TITLE": "Schedule",
+          "DESCRIPTION": "Choose when Captain replies. Outside this window, conversations are handed to your team."
+        },
         "CONTROL_ITEMS": {
           "TITLE": "The Fun Stuff",
           "DESCRIPTION": "Add more control to the assistant. (a bit more visual like a story : Query guardrail → scenarios → output) Nudges user to actually utilise these.",

app/javascript/dashboard/routes/dashboard/captain/assistants/settings/Settings.vue

@@ -12,7 +12,8 @@ import PageLayout from 'dashboard/components-next/captain/PageLayout.vue';
 import SettingsHeader from 'dashboard/components-next/captain/pageComponents/settings/SettingsHeader.vue';
 import AssistantBasicSettingsForm from 'dashboard/components-next/captain/pageComponents/assistant/settings/AssistantBasicSettingsForm.vue';
 import AssistantSystemSettingsForm from 'dashboard/components-next/captain/pageComponents/assistant/settings/AssistantSystemSettingsForm.vue';
-import AssistantControlItems from 'dashboard/components-next/captain/pageComponents/assistant/settings/AssistantControlItems.vue';
+import AssistantAudienceForm from 'dashboard/components-next/captain/pageComponents/assistant/settings/AssistantAudienceForm.vue';
+import AssistantScheduleForm from 'dashboard/components-next/captain/pageComponents/assistant/settings/AssistantScheduleForm.vue';
 import DeleteDialog from 'dashboard/components-next/captain/pageComponents/DeleteDialog.vue';
 
 const { t } = useI18n();
@@ -35,29 +36,56 @@ const assistant = computed(() =>
   store.getters['captainAssistants/getRecord'](assistantId.value)
 );
 
-const controlItems = computed(() => {
-  return [
+const activeSection = ref('basic');
+
+const navItems = computed(() => {
+  const items = [
     {
-      name: t(
-        'CAPTAIN.ASSISTANTS.SETTINGS.CONTROL_ITEMS.OPTIONS.GUARDRAILS.TITLE'
-      ),
-      description: t(
-        'CAPTAIN.ASSISTANTS.SETTINGS.CONTROL_ITEMS.OPTIONS.GUARDRAILS.DESCRIPTION'
-      ),
-      routeName: 'captain_assistants_guardrails_index',
+      id: 'basic',
+      label: t('CAPTAIN.ASSISTANTS.SETTINGS.BASIC_SETTINGS.TITLE'),
     },
     {
-      name: t(
-        'CAPTAIN.ASSISTANTS.SETTINGS.CONTROL_ITEMS.OPTIONS.RESPONSE_GUIDELINES.TITLE'
-      ),
-      description: t(
-        'CAPTAIN.ASSISTANTS.SETTINGS.CONTROL_ITEMS.OPTIONS.RESPONSE_GUIDELINES.DESCRIPTION'
-      ),
-      routeName: 'captain_assistants_guidelines_index',
+      id: 'system',
+      label: t('CAPTAIN.ASSISTANTS.SETTINGS.SYSTEM_SETTINGS.TITLE'),
     },
+    { id: 'audience', label: t('CAPTAIN.ASSISTANTS.SETTINGS.AUDIENCE.TITLE') },
+    { id: 'schedule', label: t('CAPTAIN.ASSISTANTS.SETTINGS.SCHEDULE.TITLE') },
   ];
+
+  if (isCaptainV2Enabled.value) {
+    items.push(
+      {
+        routeName: 'captain_assistants_guardrails_index',
+        label: t(
+          'CAPTAIN.ASSISTANTS.SETTINGS.CONTROL_ITEMS.OPTIONS.GUARDRAILS.TITLE'
+        ),
+      },
+      {
+        routeName: 'captain_assistants_guidelines_index',
+        label: t(
+          'CAPTAIN.ASSISTANTS.SETTINGS.CONTROL_ITEMS.OPTIONS.RESPONSE_GUIDELINES.TITLE'
+        ),
+      }
+    );
+  }
+
+  return items;
 });
 
+const handleNavClick = item => {
+  if (item.routeName) {
+    router.push({
+      name: item.routeName,
+      params: {
+        accountId: route.params.accountId,
+        assistantId: assistantId.value,
+      },
+    });
+    return;
+  }
+  activeSection.value = item.id;
+};
+
 const handleSubmit = async updatedAssistant => {
   try {
     await store.dispatch('captainAssistants/update', {
@@ -107,18 +135,30 @@ const handleDeleteSuccess = () => {
     :is-fetching="isFetching"
     :show-pagination-footer="false"
     :show-know-more="false"
-    :class="{
-      '[&>header>div]:max-w-[80rem] [&>main>div]:max-w-[80rem]':
-        isCaptainV2Enabled,
-    }"
   >
     <template #body>
-      <div
-        class="gap-6 lg:gap-16 pb-8"
-        :class="{ 'grid grid-cols-2': isCaptainV2Enabled }"
-      >
-        <div class="flex flex-col gap-6">
-          <div class="flex flex-col gap-6">
+      <div class="flex gap-8 pb-8">
+        <nav
+          class="sticky self-start flex flex-col flex-shrink-0 w-48 gap-1 top-0"
+        >
+          <button
+            v-for="item in navItems"
+            :key="item.id ?? item.routeName"
+            type="button"
+            class="px-3 py-2 text-sm text-left rounded-lg transition-colors"
+            :class="
+              activeSection === item.id
+                ? 'bg-n-alpha-2 text-n-slate-12 font-medium'
+                : 'text-n-slate-11 hover:bg-n-alpha-1'
+            "
+            @click="handleNavClick(item)"
+          >
+            {{ item.label }}
+          </button>
+        </nav>
+
+        <div class="flex flex-col flex-1 min-w-0 gap-6">
+          <section v-if="activeSection === 'basic'" class="flex flex-col gap-6">
             <SettingsHeader
               :heading="t('CAPTAIN.ASSISTANTS.SETTINGS.BASIC_SETTINGS.TITLE')"
               :description="
@@ -129,9 +169,35 @@ const handleDeleteSuccess = () => {
               :assistant="assistant"
               @submit="handleSubmit"
             />
-          </div>
-          <span class="h-px w-full bg-n-weak mt-2" />
-          <div class="flex flex-col gap-6">
+            <span class="w-full h-px mt-2 bg-n-weak" />
+            <div class="flex items-end justify-between w-full gap-4">
+              <div class="flex flex-col gap-2">
+                <h6 class="text-base font-medium text-n-slate-12">
+                  {{ t('CAPTAIN.ASSISTANTS.SETTINGS.DELETE.TITLE') }}
+                </h6>
+                <span class="text-sm text-n-slate-11">
+                  {{ t('CAPTAIN.ASSISTANTS.SETTINGS.DELETE.DESCRIPTION') }}
+                </span>
+              </div>
+              <div class="flex-shrink-0">
+                <Button
+                  :label="
+                    t('CAPTAIN.ASSISTANTS.SETTINGS.DELETE.BUTTON_TEXT', {
+                      assistantName: assistant.name,
+                    })
+                  "
+                  color="ruby"
+                  class="max-w-56 !w-fit"
+                  @click="handleDelete"
+                />
+              </div>
+            </div>
+          </section>
+
+          <section
+            v-else-if="activeSection === 'system'"
+            class="flex flex-col gap-6"
+          >
             <SettingsHeader
               :heading="t('CAPTAIN.ASSISTANTS.SETTINGS.SYSTEM_SETTINGS.TITLE')"
               :description="
@@ -142,45 +208,39 @@ const handleDeleteSuccess = () => {
               :assistant="assistant"
               @submit="handleSubmit"
             />
-          </div>
-          <span class="h-px w-full bg-n-weak mt-2" />
-          <div class="flex items-end justify-between w-full gap-4">
-            <div class="flex flex-col gap-2">
-              <h6 class="text-n-slate-12 text-base font-medium">
-                {{ t('CAPTAIN.ASSISTANTS.SETTINGS.DELETE.TITLE') }}
-              </h6>
-              <span class="text-n-slate-11 text-sm">
-                {{ t('CAPTAIN.ASSISTANTS.SETTINGS.DELETE.DESCRIPTION') }}
-              </span>
-            </div>
-            <div class="flex-shrink-0">
-              <Button
-                :label="
-                  t('CAPTAIN.ASSISTANTS.SETTINGS.DELETE.BUTTON_TEXT', {
-                    assistantName: assistant.name,
-                  })
-                "
-                color="ruby"
-                class="max-w-56 !w-fit"
-                @click="handleDelete"
-              />
-            </div>
-          </div>
-        </div>
-        <div v-if="isCaptainV2Enabled" class="flex flex-col gap-6">
-          <SettingsHeader
-            :heading="t('CAPTAIN.ASSISTANTS.SETTINGS.CONTROL_ITEMS.TITLE')"
-            :description="
-              t('CAPTAIN.ASSISTANTS.SETTINGS.CONTROL_ITEMS.DESCRIPTION')
-            "
-          />
-          <div class="flex flex-col gap-6">
-            <AssistantControlItems
-              v-for="item in controlItems"
-              :key="item.name"
-              :control-item="item"
+          </section>
+
+          <section
+            v-else-if="activeSection === 'audience'"
+            class="flex flex-col gap-6"
+          >
+            <SettingsHeader
+              :heading="t('CAPTAIN.ASSISTANTS.SETTINGS.AUDIENCE.TITLE')"
+              :description="
+                t('CAPTAIN.ASSISTANTS.SETTINGS.AUDIENCE.DESCRIPTION')
+              "
             />
-          </div>
+            <AssistantAudienceForm
+              :assistant="assistant"
+              @submit="handleSubmit"
+            />
+          </section>
+
+          <section
+            v-else-if="activeSection === 'schedule'"
+            class="flex flex-col gap-6"
+          >
+            <SettingsHeader
+              :heading="t('CAPTAIN.ASSISTANTS.SETTINGS.SCHEDULE.TITLE')"
+              :description="
+                t('CAPTAIN.ASSISTANTS.SETTINGS.SCHEDULE.DESCRIPTION')
+              "
+            />
+            <AssistantScheduleForm
+              :assistant="assistant"
+              @submit="handleSubmit"
+            />
+          </section>
         </div>
       </div>
     </template>

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

@@ -1,11 +1,11 @@
 import { mount } from '@vue/test-utils';
 import { nextTick } from 'vue';
+import { createStore } from 'vuex';
+import { useRoute } from 'vue-router';
 import InboxChannelsDialog from '../../inbox-setup/InboxChannelsDialog.vue';
 
 vi.mock('vue-i18n', () => ({ useI18n: () => ({ t: key => key }) }));
-vi.mock('dashboard/composables/store', () => ({
-  useMapGetter: () => ({ value: {} }),
-}));
+vi.mock('vue-router');
 vi.mock('../../inbox-setup/useChannelConnect', () => ({
   useChannelConnect: () => ({
     connectViaOAuth: vi.fn(),
@@ -13,10 +13,30 @@ vi.mock('../../inbox-setup/useChannelConnect', () => ({
   }),
 }));
 
+const store = createStore({
+  modules: {
+    globalConfig: {
+      namespaced: true,
+      getters: {
+        get: () => ({}),
+        isOnChatwootCloud: () => false,
+      },
+    },
+    accounts: {
+      namespaced: true,
+      getters: {
+        getAccount: () => () => ({ id: 1, features: {} }),
+        isFeatureEnabledonAccount: () => () => false,
+      },
+    },
+  },
+});
+
 const mountDialog = () =>
   mount(InboxChannelsDialog, {
     props: { inboxes: [] },
     global: {
+      plugins: [store],
       stubs: {
         Dialog: {
           template: '<div><slot /></div>',
@@ -31,6 +51,10 @@ const mountDialog = () =>
   });
 
 describe('InboxChannelsDialog Facebook gating', () => {
+  beforeEach(() => {
+    useRoute.mockReturnValue({ params: { accountId: '1' } });
+  });
+
   afterEach(() => {
     delete window.chatwootConfig;
   });

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

@@ -104,7 +104,7 @@ class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Base
                                                     :product_name, :feature_faq, :feature_memory, :feature_citation,
                                                     :feature_contact_attributes,
                                                     :welcome_message, :handoff_message, :resolution_message,
-                                                    :instructions, :temperature
+                                                    :instructions, :temperature, :response_window
                                                   ])
 
     # Handle array parameters separately to allow partial updates
@@ -112,9 +112,21 @@ class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Base
 
     permitted[:guardrails] = params[:assistant][:guardrails] if params[:assistant].key?(:guardrails)
 
+    permit_audience_config(permitted)
+
     permitted
   end
 
+  # The audience is a recursive condition tree that strong params can't whitelist by shape;
+  # pass it through raw and let Captain::AudienceValidator enforce validity.
+  def permit_audience_config(permitted)
+    config = params[:assistant][:config]
+    return unless config.try(:key?, :audience)
+
+    audience = config[:audience]
+    permitted[:config][:audience] = audience.respond_to?(:permit!) ? audience.permit!.to_h : audience
+  end
+
   def playground_params
     params.require(:assistant).permit(:message_content, message_history: [:role, :content, :agent_name])
   end

enterprise/app/models/captain/assistant.rb

@@ -40,11 +40,15 @@ class Captain::Assistant < ApplicationRecord
   has_many :scenarios, class_name: 'Captain::Scenario', dependent: :destroy_async
   has_many :agent_sessions, class_name: 'Captain::AgentSession', dependent: :destroy_async
 
-  store_accessor :config, :temperature, :feature_faq, :feature_memory, :feature_contact_attributes, :product_name
+  store_accessor :config, :temperature, :feature_faq, :feature_memory, :feature_contact_attributes, :product_name, :response_window
+
+  RESPONSE_WINDOWS = %w[always business_hours outside_business_hours].freeze
 
   validates :name, presence: true
   validates :description, presence: true, length: { maximum: DESCRIPTION_LENGTH_LIMIT }
   validates :account_id, presence: true
+  validates_with Captain::AudienceValidator
+  validate :validate_response_window
 
   scope :ordered, -> { order(created_at: :desc) }
 
@@ -54,6 +58,26 @@ class Captain::Assistant < ApplicationRecord
     name
   end
 
+  def engages?(contact, conversation)
+    responds_to_audience?(contact, conversation) && available_now?(conversation)
+  end
+
+  def responds_to_audience?(contact, conversation)
+    return true if config['audience'].blank?
+
+    Captain::AudienceMatcher.new(config['audience']).matches?(contact, conversation)
+  end
+
+  def available_now?(conversation)
+    response_window = config['response_window']
+    return true if response_window.blank? || response_window == 'always'
+
+    inbox = conversation.inbox
+    return true unless inbox.working_hours_enabled?
+
+    response_window == 'business_hours' ? !inbox.out_of_office? : inbox.out_of_office?
+  end
+
   def available_agent_tools
     tools = self.class.built_in_agent_tools.dup
 
@@ -91,6 +115,13 @@ class Captain::Assistant < ApplicationRecord
 
   private
 
+  def validate_response_window
+    response_window = config['response_window']
+    return if response_window.blank?
+
+    errors.add(:config, 'invalid response_window') unless RESPONSE_WINDOWS.include?(response_window)
+  end
+
   def agent_name
     name.parameterize(separator: '_')
   end

enterprise/app/models/enterprise/conversation.rb

@@ -33,6 +33,14 @@ module Enterprise::Conversation
 
   private
 
+  def determine_conversation_status
+    super
+    return unless pending?
+
+    assistant = inbox.captain_assistant
+    self.status = :open if assistant.present? && !assistant.engages?(contact, self)
+  end
+
   def dispatch_captain_inference_event(event_name)
     dispatcher_dispatch(event_name)
   end

enterprise/app/models/enterprise/message.rb

@@ -15,6 +15,16 @@ module Enterprise::Message
 
   private
 
+  def reopen_resolved_conversation
+    assistant = conversation.inbox.captain_assistant
+
+    return super if assistant.blank?
+
+    return conversation.open! unless assistant.engages?(conversation.contact, conversation)
+
+    super
+  end
+
   def mark_pending_conversation_as_open_for_human_response
     return unless captain_pending_conversation?
     return unless human_response?

enterprise/app/services/captain/audience_matcher.rb

@@ -0,0 +1,140 @@
+# Evaluates an assistant's audience condition tree in-memory against the conversation's contact.
+# A node is either a group ({ operator:, conditions: [...] }) or a leaf
+# ({ attribute_key:, filter_operator:, values: [...] }). Operator semantics mirror
+# Contacts::FilterService so audiences match the same contacts as segments.
+class Captain::AudienceMatcher
+  CONTACT_STANDARD = %w[name email phone_number identifier blocked created_at last_activity_at].freeze
+  CONTACT_ADDITIONAL = %w[country_code city company_name].freeze
+  CONVERSATION_ADDITIONAL = %w[browser_language conversation_language].freeze
+  OPERATORS = %w[equal_to not_equal_to contains does_not_contain is_present is_not_present starts_with
+                 is_greater_than is_less_than days_before].freeze
+  # Root group -> sub-group -> leaves.
+  MAX_DEPTH = 3
+
+  def initialize(audience)
+    @root = audience
+  end
+
+  def matches?(contact, conversation)
+    return true if @root.blank?
+
+    @contact = contact
+    @conversation = conversation
+    matches_node?(@root)
+  end
+
+  private
+
+  def matches_node?(node)
+    node = node.with_indifferent_access
+    node.key?(:conditions) ? matches_group?(node) : matches_leaf?(node)
+  end
+
+  def matches_group?(group)
+    conditions = Array(group[:conditions])
+    if group[:operator].to_s.casecmp?('or')
+      conditions.any? { |child| matches_node?(child) }
+    else
+      conditions.all? { |child| matches_node?(child) }
+    end
+  end
+
+  def matches_leaf?(leaf)
+    key = leaf[:attribute_key]
+    actual = attribute_value(key)
+    values = Array(leaf[:values])
+
+    case leaf[:filter_operator]
+    when 'is_present'     then actual.present?
+    when 'is_not_present' then actual.blank?
+    when 'equal_to'       then values.any? { |expected| value_equal?(key, actual, expected) }
+    when 'not_equal_to'   then values.none? { |expected| value_equal?(key, actual, expected) }
+    else matches_text_or_range?(leaf[:filter_operator], actual, values.first)
+    end
+  end
+
+  def attribute_value(key)
+    case key
+    when *CONTACT_STANDARD        then @contact[key]
+    when *CONTACT_ADDITIONAL      then @contact.additional_attributes[key]
+    when 'labels'                 then @contact.label_list
+    when *CONVERSATION_ADDITIONAL then @conversation.additional_attributes[key]
+    when 'hmac_verified'          then hmac_verified?
+    else @contact.custom_attributes[key]
+    end
+  end
+
+  def hmac_verified?
+    @conversation.contact_inbox&.hmac_verified || false
+  end
+
+  # labels is a has-tag check, booleans cast the expected string, phone numbers
+  # ignore the "+" prefix, and text compares case-insensitively.
+  def value_equal?(key, actual, expected)
+    return Array(actual).include?(expected) if key == 'labels'
+    return ActiveModel::Type::Boolean.new.cast(expected) == (actual == true) if boolean_condition?(actual, expected)
+
+    normalize(key, actual) == normalize(key, expected)
+  end
+
+  # An unset checkbox attribute counts as false; the expected value identifies
+  # the condition as boolean when the attribute is missing.
+  def boolean_condition?(actual, expected)
+    [true, false].include?(actual) || (actual.nil? && %w[true false].include?(expected.to_s))
+  end
+
+  def normalize(key, value)
+    return value if value.nil?
+    return "+#{value.to_s.delete('+')}" if key == 'phone_number'
+
+    value.is_a?(String) ? value.downcase : value
+  end
+
+  def matches_text_or_range?(operator, actual, expected)
+    case operator
+    when 'contains'         then actual.to_s.downcase.include?(expected.to_s.downcase)
+    when 'does_not_contain' then actual.to_s.downcase.exclude?(expected.to_s.downcase)
+    when 'starts_with'      then actual.to_s.downcase.start_with?(expected.to_s.downcase)
+    when 'is_greater_than'  then compare(actual, expected) == 1
+    when 'is_less_than'     then compare(actual, expected) == -1
+    when 'days_before'      then older_than_days?(actual, expected)
+    else false
+    end
+  end
+
+  # -1/0/1 like <=>, or nil when blank or unparseable (never matches).
+  def compare(actual, expected)
+    return nil if actual.blank?
+
+    actual = Time.zone.parse(actual) if iso_date_string?(actual)
+
+    if actual.is_a?(Date) || actual.acts_like?(:time)
+      actual.to_time <=> Time.zone.parse(expected.to_s)
+    else
+      BigDecimal(actual.to_s) <=> BigDecimal(expected.to_s)
+    end
+  rescue ArgumentError, TypeError
+    nil
+  end
+
+  # Custom date attributes store ISO strings in jsonb; treat them as dates the way
+  # Contacts::FilterService does (it casts them in SQL).
+  def iso_date_string?(value)
+    value.is_a?(String) && Date.iso8601(value).present?
+  rescue ArgumentError
+    false
+  end
+
+  def older_than_days?(actual, days)
+    date = to_date(actual)
+    date.present? && date < Time.zone.today - days.to_i.days
+  end
+
+  def to_date(value)
+    return value.to_date if value.respond_to?(:to_date)
+
+    Date.parse(value.to_s)
+  rescue ArgumentError, TypeError
+    nil
+  end
+end

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

@@ -50,7 +50,7 @@ module Enterprise::MessageTemplates::HookExecutionService
   end
 
   def should_process_captain_response?
-    conversation.pending? && message.incoming? && inbox.captain_assistant.present?
+    conversation.pending? && message.incoming? && captain_assistant_configured?
   end
 
   def perform_handoff
@@ -76,6 +76,10 @@ module Enterprise::MessageTemplates::HookExecutionService
   end
 
   def captain_handling_conversation?
-    conversation.pending? && inbox.respond_to?(:captain_assistant) && inbox.captain_assistant.present?
+    conversation.pending? && captain_assistant_configured?
+  end
+
+  def captain_assistant_configured?
+    inbox.captain_assistant.present?
   end
 end

enterprise/app/validators/captain/audience_validator.rb

@@ -0,0 +1,29 @@
+class Captain::AudienceValidator < ActiveModel::Validator
+  def validate(record)
+    audience = record.config['audience']
+    return if audience.blank?
+
+    record.errors.add(:config, 'audience must be a valid condition tree') unless valid_node?(audience, 1)
+  end
+
+  private
+
+  def valid_node?(node, depth)
+    return false unless node.is_a?(Hash) && depth <= Captain::AudienceMatcher::MAX_DEPTH
+
+    node = node.with_indifferent_access
+    return valid_group?(node, depth) if node.key?(:conditions)
+
+    valid_leaf?(node)
+  end
+
+  def valid_group?(node, depth)
+    node[:conditions].is_a?(Array) &&
+      node[:conditions].present? &&
+      node[:conditions].all? { |child| valid_node?(child, depth + 1) }
+  end
+
+  def valid_leaf?(node)
+    node[:attribute_key].present? && Captain::AudienceMatcher::OPERATORS.include?(node[:filter_operator])
+  end
+end

spec/enterprise/controllers/api/v1/accounts/captain/assistants_controller_spec.rb

@@ -216,6 +216,29 @@ RSpec.describe 'Api::V1::Accounts::Captain::Assistants', type: :request do
         expect(response).to have_http_status(:success)
         expect(json_response[:config][:feature_citation]).to be(false)
       end
+
+      it 'persists the nested audience condition tree' do
+        audience = {
+          operator: 'and',
+          conditions: [
+            { attribute_key: 'country_code', filter_operator: 'equal_to', values: ['US'] },
+            { operator: 'or', conditions: [
+              { attribute_key: 'plan_tier', filter_operator: 'equal_to', values: ['paid'] }
+            ] }
+          ]
+        }
+
+        patch "/api/v1/accounts/#{account.id}/captain/assistants/#{assistant.id}",
+              params: { assistant: { config: { audience: audience } } },
+              headers: admin.create_new_auth_token,
+              as: :json
+
+        expect(response).to have_http_status(:success)
+        stored = assistant.reload.config['audience']
+        expect(stored['operator']).to eq('and')
+        expect(stored['conditions'].first['attribute_key']).to eq('country_code')
+        expect(stored['conditions'].last['conditions'].first['values']).to eq(['paid'])
+      end
     end
   end
 

spec/enterprise/models/captain/assistant_spec.rb

@@ -1,10 +1,162 @@
 require 'rails_helper'
 
-RSpec.describe Captain::Assistant do
-  describe '#agent_tools' do
-    let(:account) { create(:account) }
-    let(:assistant) { create(:captain_assistant, account: account) }
+RSpec.describe Captain::Assistant, type: :model do
+  let(:account) { create(:account) }
+  let(:assistant) { create(:captain_assistant, account: account) }
+  let(:contact) { create(:contact, account: account, additional_attributes: { 'country_code' => 'US' }) }
+  let(:conversation) { create(:conversation, account: account, contact: contact) }
 
+  describe '#responds_to_audience?' do
+    it 'returns true when no audience is configured' do
+      expect(assistant.responds_to_audience?(contact, conversation)).to be(true)
+    end
+
+    it 'returns true when the contact matches the audience' do
+      assistant.update!(config: assistant.config.merge('audience' => {
+                                                         'attribute_key' => 'country_code', 'filter_operator' => 'equal_to', 'values' => ['US']
+                                                       }))
+      expect(assistant.responds_to_audience?(contact, conversation)).to be(true)
+    end
+
+    it 'returns false when the contact does not match the audience' do
+      assistant.update!(config: assistant.config.merge('audience' => {
+                                                         'attribute_key' => 'country_code', 'filter_operator' => 'equal_to', 'values' => ['CA']
+                                                       }))
+      expect(assistant.responds_to_audience?(contact, conversation)).to be(false)
+    end
+  end
+
+  describe '#available_now?' do
+    let(:inbox) { create(:inbox, account: account) }
+    let(:scheduled_conversation) { create(:conversation, account: account, inbox: inbox, contact: contact) }
+
+    it 'is available when the window is blank or always' do
+      expect(assistant.available_now?(scheduled_conversation)).to be(true)
+      assistant.config['response_window'] = 'always'
+      expect(assistant.available_now?(scheduled_conversation)).to be(true)
+    end
+
+    it 'is available regardless when the inbox has no business hours configured' do
+      inbox.update!(working_hours_enabled: false)
+      assistant.config['response_window'] = 'business_hours'
+      expect(assistant.available_now?(scheduled_conversation)).to be(true)
+    end
+
+    context 'when the inbox has business hours enabled' do
+      before { inbox.update!(working_hours_enabled: true) }
+
+      it 'business_hours matches only when the inbox is open' do
+        assistant.config['response_window'] = 'business_hours'
+        allow(scheduled_conversation.inbox).to receive(:out_of_office?).and_return(false)
+        expect(assistant.available_now?(scheduled_conversation)).to be(true)
+        allow(scheduled_conversation.inbox).to receive(:out_of_office?).and_return(true)
+        expect(assistant.available_now?(scheduled_conversation)).to be(false)
+      end
+
+      it 'outside_business_hours matches only when the inbox is closed' do
+        assistant.config['response_window'] = 'outside_business_hours'
+        allow(scheduled_conversation.inbox).to receive(:out_of_office?).and_return(true)
+        expect(assistant.available_now?(scheduled_conversation)).to be(true)
+        allow(scheduled_conversation.inbox).to receive(:out_of_office?).and_return(false)
+        expect(assistant.available_now?(scheduled_conversation)).to be(false)
+      end
+    end
+  end
+
+  describe 'response_window validation' do
+    it 'accepts a blank response_window' do
+      assistant.config['response_window'] = nil
+      expect(assistant).to be_valid
+    end
+
+    it 'accepts the known windows' do
+      described_class::RESPONSE_WINDOWS.each do |window|
+        assistant.config['response_window'] = window
+        expect(assistant).to be_valid
+      end
+    end
+
+    it 'rejects an unknown window' do
+      assistant.config['response_window'] = 'weekends'
+      expect(assistant).not_to be_valid
+      expect(assistant.errors[:config]).to include('invalid response_window')
+    end
+  end
+
+  describe 'audience validation' do
+    let(:leaf) { { 'attribute_key' => 'country_code', 'filter_operator' => 'equal_to', 'values' => ['US'] } }
+
+    it 'accepts a blank audience' do
+      assistant.config['audience'] = nil
+      expect(assistant).to be_valid
+    end
+
+    it 'accepts a single leaf' do
+      assistant.config['audience'] = leaf
+      expect(assistant).to be_valid
+    end
+
+    it 'accepts symbol keys' do
+      assistant.config['audience'] = { attribute_key: 'country_code', filter_operator: 'equal_to', values: ['US'] }
+      expect(assistant).to be_valid
+    end
+
+    it 'accepts a well-formed nested tree' do
+      assistant.config['audience'] = {
+        'operator' => 'and',
+        'conditions' => [
+          { 'operator' => 'or', 'conditions' => [leaf] },
+          leaf
+        ]
+      }
+      expect(assistant).to be_valid
+    end
+
+    it 'rejects a node that is not a hash' do
+      assistant.config['audience'] = ['not-a-node']
+      expect(assistant).not_to be_valid
+      expect(assistant.errors[:config]).to include('audience must be a valid condition tree')
+    end
+
+    it 'rejects an unknown operator' do
+      assistant.config['audience'] = leaf.merge('filter_operator' => 'bogus')
+      expect(assistant).not_to be_valid
+    end
+
+    it 'rejects a leaf missing attribute_key' do
+      assistant.config['audience'] = { 'filter_operator' => 'equal_to', 'values' => ['US'] }
+      expect(assistant).not_to be_valid
+    end
+
+    it 'rejects a group without conditions' do
+      assistant.config['audience'] = { 'operator' => 'and', 'conditions' => [] }
+      expect(assistant).not_to be_valid
+    end
+
+    it 'rejects conditions that is not an array' do
+      assistant.config['audience'] = { 'operator' => 'and', 'conditions' => leaf }
+      expect(assistant).not_to be_valid
+    end
+
+    it 'rejects a group containing an invalid child' do
+      assistant.config['audience'] = { 'operator' => 'and', 'conditions' => [leaf, { 'attribute_key' => '' }] }
+      expect(assistant).not_to be_valid
+    end
+
+    it 'rejects nesting deeper than one level' do
+      assistant.config['audience'] = {
+        'operator' => 'and',
+        'conditions' => [
+          { 'operator' => 'or', 'conditions' => [
+            { 'operator' => 'and', 'conditions' => [leaf] }
+          ] }
+        ]
+      }
+      expect(assistant).not_to be_valid
+    end
+  end
+
+  describe '#agent_tools' do
     it 'includes enabled custom tools from the assistant account' do
       custom_tool = create(:captain_custom_tool, account: account)
 

spec/enterprise/models/enterprise/conversation_spec.rb

@@ -0,0 +1,28 @@
+require 'rails_helper'
+
+RSpec.describe Conversation, type: :model do
+  describe 'captain audience routing on create' do
+    let(:account) { create(:account) }
+    let(:inbox) { create(:inbox, account: account) }
+    let(:assistant) { create(:captain_assistant, account: account) }
+    let(:us_contact) { create(:contact, account: account, additional_attributes: { 'country_code' => 'US' }) }
+    let(:ca_contact) { create(:contact, account: account, additional_attributes: { 'country_code' => 'CA' }) }
+
+    before do
+      create(:captain_inbox, captain_assistant: assistant, inbox: inbox)
+      assistant.update!(config: assistant.config.merge('audience' => {
+                                                         'attribute_key' => 'country_code', 'filter_operator' => 'equal_to', 'values' => ['US']
+                                                       }))
+    end
+
+    it 'parks an in-audience contact conversation as pending' do
+      conversation = create(:conversation, account: account, inbox: inbox, contact: us_contact)
+      expect(conversation.status).to eq('pending')
+    end
+
+    it 'routes an out-of-audience contact conversation to open' do
+      conversation = create(:conversation, account: account, inbox: inbox, contact: ca_contact)
+      expect(conversation.status).to eq('open')
+    end
+  end
+end

spec/enterprise/services/captain/audience_matcher_spec.rb

@@ -0,0 +1,160 @@
+require 'rails_helper'
+
+RSpec.describe Captain::AudienceMatcher do
+  let(:account) { create(:account) }
+  let(:contact) do
+    create(:contact, :with_email, :with_phone_number, account: account,
+                                                      additional_attributes: { 'country_code' => 'US', 'city' => 'Boston', 'company_name' => 'Acme' },
+                                                      custom_attributes: { 'plan_tier' => 'paid' })
+  end
+  let(:conversation) do
+    create(:conversation, account: account, contact: contact,
+                          additional_attributes: { 'browser_language' => 'en', 'conversation_language' => 'fr' })
+  end
+
+  def leaf(attribute_key, filter_operator, values = nil)
+    { 'attribute_key' => attribute_key, 'filter_operator' => filter_operator, 'values' => Array(values) }
+  end
+
+  def matches?(audience)
+    described_class.new(audience).matches?(contact, conversation)
+  end
+
+  describe '#matches?' do
+    it 'returns true when the audience is blank' do
+      expect(matches?(nil)).to be(true)
+      expect(matches?({})).to be(true)
+    end
+
+    context 'with contact attribute leaves' do
+      it 'matches additional_attributes case-insensitively for country_code' do
+        expect(matches?(leaf('country_code', 'equal_to', 'us'))).to be(true)
+        expect(matches?(leaf('country_code', 'equal_to', 'ca'))).to be(false)
+      end
+
+      it 'matches custom attributes' do
+        expect(matches?(leaf('plan_tier', 'equal_to', 'paid'))).to be(true)
+        expect(matches?(leaf('plan_tier', 'not_equal_to', 'free'))).to be(true)
+      end
+
+      it 'matches checkbox custom attributes' do
+        contact.update!(custom_attributes: contact.custom_attributes.merge('newsletter_opt_in' => true))
+        expect(matches?(leaf('newsletter_opt_in', 'equal_to', 'true'))).to be(true)
+        expect(matches?(leaf('newsletter_opt_in', 'equal_to', 'false'))).to be(false)
+      end
+
+      it 'treats a missing checkbox attribute as false' do
+        expect(matches?(leaf('newsletter_opt_in', 'equal_to', 'false'))).to be(true)
+        expect(matches?(leaf('newsletter_opt_in', 'equal_to', 'true'))).to be(false)
+        expect(matches?(leaf('newsletter_opt_in', 'not_equal_to', 'true'))).to be(true)
+      end
+
+      it 'supports contains / starts_with on text' do
+        expect(matches?(leaf('email', 'contains', contact.email[2..5]))).to be(true)
+        expect(matches?(leaf('city', 'starts_with', 'Bos'))).to be(true)
+      end
+
+      it 'normalizes phone numbers' do
+        expect(matches?(leaf('phone_number', 'equal_to', contact.phone_number.delete('+')))).to be(true)
+      end
+
+      it 'supports presence checks' do
+        expect(matches?(leaf('email', 'is_present'))).to be(true)
+        expect(matches?(leaf('identifier', 'is_not_present'))).to be(true)
+      end
+
+      it 'matches blocked boolean' do
+        contact.update!(blocked: true)
+        expect(matches?(leaf('blocked', 'equal_to', 'true'))).to be(true)
+      end
+
+      it 'supports days_before on created_at' do
+        contact.update!(created_at: 40.days.ago)
+        expect(matches?(leaf('created_at', 'days_before', '30'))).to be(true)
+        expect(matches?(leaf('created_at', 'days_before', '60'))).to be(false)
+      end
+
+      it 'compares date custom attributes stored as ISO strings' do
+        contact.update!(custom_attributes: contact.custom_attributes.merge('signed_up_on' => '2024-01-15'))
+        expect(matches?(leaf('signed_up_on', 'is_greater_than', '2024-01-01'))).to be(true)
+        expect(matches?(leaf('signed_up_on', 'is_less_than', '2024-01-01'))).to be(false)
+        expect(matches?(leaf('signed_up_on', 'is_less_than', '2024-02-01'))).to be(true)
+      end
+    end
+
+    context 'with labels' do
+      before { contact.update_labels(%w[vip]) }
+
+      it 'matches has-tag semantics' do
+        expect(matches?(leaf('labels', 'equal_to', 'vip'))).to be(true)
+        expect(matches?(leaf('labels', 'equal_to', 'enterprise'))).to be(false)
+      end
+
+      it 'matches any of multiple selected labels' do
+        expect(matches?(leaf('labels', 'equal_to', %w[enterprise vip]))).to be(true)
+        expect(matches?(leaf('labels', 'equal_to', %w[enterprise smb]))).to be(false)
+      end
+
+      it 'not_equal_to rejects contacts carrying any selected label' do
+        expect(matches?(leaf('labels', 'not_equal_to', %w[enterprise vip]))).to be(false)
+        expect(matches?(leaf('labels', 'not_equal_to', %w[enterprise smb]))).to be(true)
+      end
+    end
+
+    context 'with conversation language fields' do
+      it 'resolves browser_language and conversation_language from the conversation' do
+        expect(matches?(leaf('browser_language', 'equal_to', 'en'))).to be(true)
+        expect(matches?(leaf('conversation_language', 'equal_to', 'fr'))).to be(true)
+      end
+    end
+
+    context 'with the logged-in (hmac_verified) flag' do
+      it 'matches a verified contact inbox' do
+        conversation.contact_inbox.update!(hmac_verified: true)
+        expect(matches?(leaf('hmac_verified', 'equal_to', 'true'))).to be(true)
+        expect(matches?(leaf('hmac_verified', 'equal_to', 'false'))).to be(false)
+      end
+
+      it 'treats an unverified contact inbox as not logged in' do
+        conversation.contact_inbox.update!(hmac_verified: false)
+        expect(matches?(leaf('hmac_verified', 'equal_to', 'false'))).to be(true)
+        expect(matches?(leaf('hmac_verified', 'equal_to', 'true'))).to be(false)
+      end
+    end
+
+    context 'with nested groups' do
+      let(:audience) do
+        {
+          'operator' => 'and',
+          'conditions' => [
+            leaf('country_code', 'equal_to', 'US'),
+            {
+              'operator' => 'or',
+              'conditions' => [
+                leaf('created_at', 'days_before', '3650'),
+                leaf('plan_tier', 'equal_to', 'paid')
+              ]
+            }
+          ]
+        }
+      end
+
+      it 'evaluates OR inside AND with correct precedence' do
+        expect(matches?(audience)).to be(true)
+      end
+
+      it 'fails the AND when the top-level condition is false' do
+        audience['conditions'][0] = leaf('country_code', 'equal_to', 'CA')
+        expect(matches?(audience)).to be(false)
+      end
+
+      it 'fails when neither OR branch matches' do
+        audience['conditions'][1]['conditions'] = [
+          leaf('created_at', 'days_before', '3650'),
+          leaf('plan_tier', 'equal_to', 'free')
+        ]
+        expect(matches?(audience)).to be(false)
+      end
+    end
+  end
+end

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

@@ -126,6 +126,92 @@ RSpec.describe MessageTemplates::HookExecutionService do
     end
   end
 
+  context 'when the contact is inside the assistant audience' do
+    before do
+      assistant.update!(config: assistant.config.merge('audience' => {
+                                                         'attribute_key' => 'country_code', 'filter_operator' => 'equal_to', 'values' => ['US']
+                                                       }))
+      contact.update!(additional_attributes: { 'country_code' => 'US' })
+    end
+
+    it 'schedules captain response job' do
+      expect(Captain::Conversation::ResponseBuilderJob).to receive(:perform_later).with(conversation, assistant)
+
+      create(:message, conversation: conversation, message_type: :incoming, account: account)
+    end
+  end
+
+  context 'when the conversation stops matching the audience mid-conversation' do
+    it 'still schedules captain response job for the pending conversation' do
+      conversation
+      assistant.update!(config: assistant.config.merge('audience' => {
+                                                         'attribute_key' => 'country_code', 'filter_operator' => 'equal_to', 'values' => ['US']
+                                                       }))
+      contact.update!(additional_attributes: { 'country_code' => 'CA' })
+
+      expect(Captain::Conversation::ResponseBuilderJob).to receive(:perform_later).with(conversation, assistant)
+
+      create(:message, conversation: conversation, message_type: :incoming, account: account)
+    end
+  end
+
+  context 'when the reply schedule stops matching mid-conversation' do
+    before do
+      inbox.update!(working_hours_enabled: true)
+      inbox.working_hours.find_by(day_of_week: Time.current.in_time_zone(inbox.timezone).wday).update!(
+        open_all_day: true,
+        closed_all_day: false
+      )
+    end
+
+    it 'still schedules captain response job when business hours end after captain took the conversation' do
+      assistant.update!(config: assistant.config.merge('response_window' => 'business_hours'))
+      conversation
+      inbox.working_hours.find_by(day_of_week: Time.current.in_time_zone(inbox.timezone).wday).update!(
+        open_all_day: false,
+        closed_all_day: true
+      )
+
+      expect(Captain::Conversation::ResponseBuilderJob).to receive(:perform_later).with(conversation, assistant)
+
+      create(:message, conversation: conversation, message_type: :incoming, account: account)
+    end
+
+    it 'still schedules captain response job when business hours begin after captain took the conversation' do
+      assistant.update!(config: assistant.config.merge('response_window' => 'outside_business_hours'))
+      inbox.working_hours.find_by(day_of_week: Time.current.in_time_zone(inbox.timezone).wday).update!(
+        open_all_day: false,
+        closed_all_day: true
+      )
+      conversation
+      inbox.working_hours.find_by(day_of_week: Time.current.in_time_zone(inbox.timezone).wday).update!(
+        open_all_day: true,
+        closed_all_day: false
+      )
+
+      expect(Captain::Conversation::ResponseBuilderJob).to receive(:perform_later).with(conversation, assistant)
+
+      create(:message, conversation: conversation, message_type: :incoming, account: account)
+    end
+
+    it 'still schedules captain response job when both audience and schedule stop matching' do
+      assistant.update!(config: assistant.config.merge('response_window' => 'business_hours'))
+      conversation
+      assistant.update!(config: assistant.config.merge('audience' => {
+                                                         'attribute_key' => 'country_code', 'filter_operator' => 'equal_to', 'values' => ['US']
+                                                       }))
+      contact.update!(additional_attributes: { 'country_code' => 'CA' })
+      inbox.working_hours.find_by(day_of_week: Time.current.in_time_zone(inbox.timezone).wday).update!(
+        open_all_day: false,
+        closed_all_day: true
+      )
+
+      expect(Captain::Conversation::ResponseBuilderJob).to receive(:perform_later).with(conversation, assistant)
+
+      create(:message, conversation: conversation, message_type: :incoming, account: account)
+    end
+  end
+
   context 'when message is outgoing' do
     it 'does not schedule captain response job' do
       expect(Captain::Conversation::ResponseBuilderJob).not_to receive(:perform_later)