fix: base scope

Add a new reporting event that fires when a conversation is created.
This event serves as a denominator for calculating rates like deflection
rate and escalation rate directly from the reporting_events table.

.circleci/config.yml

@@ -76,7 +76,7 @@ jobs:
             bundle install
 
       - node/install:
-          node-version: '24.12'
+          node-version: '24.13'
       - node/install-pnpm
       - node/install-packages:
           pkg-manager: pnpm
@@ -117,7 +117,7 @@ jobs:
     steps:
       - checkout
       - node/install:
-          node-version: '24.12'
+          node-version: '24.13'
       - node/install-pnpm
       - node/install-packages:
           pkg-manager: pnpm
@@ -148,7 +148,7 @@ jobs:
     steps:
       - checkout
       - node/install:
-          node-version: '24.12'
+          node-version: '24.13'
       - node/install-pnpm
       - node/install-packages:
           pkg-manager: pnpm

.devcontainer/docker-compose.base.yml

@@ -10,7 +10,7 @@ services:
       dockerfile: .devcontainer/Dockerfile.base
       args:
         VARIANT: 'ubuntu-22.04'
-        NODE_VERSION: '24.12.0'
+        NODE_VERSION: '24.13.0'
         RUBY_VERSION: '3.4.4'
         # On Linux, you may need to update USER_UID and USER_GID below if not your local UID is not 1000.
         USER_UID: '1000'

.devcontainer/docker-compose.yml

@@ -11,7 +11,7 @@ services:
       dockerfile: .devcontainer/Dockerfile
       args:
         VARIANT: 'ubuntu-22.04'
-        NODE_VERSION: '24.12.0'
+        NODE_VERSION: '24.13.0'
         RUBY_VERSION: '3.4.4'
         # On Linux, you may need to update USER_UID and USER_GID below if not your local UID is not 1000.
         USER_UID: '1000'

.nvmrc

@@ -1 +1 @@
-24.12.0
+24.13.0

VERSION_CW

@@ -1 +1 @@
-4.9.2
+4.10.1

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

@@ -50,3 +50,5 @@ class Api::V1::Accounts::CsatSurveyResponsesController < Api::V1::Accounts::Base
     @current_page = params[:page] || 1
   end
 end
+
+Api::V1::Accounts::CsatSurveyResponsesController.prepend_mod_with('Api::V1::Accounts::CsatSurveyResponsesController')

app/controllers/super_admin/app_configs_controller.rb

@@ -49,7 +49,8 @@ class SuperAdmin::AppConfigsController < SuperAdmin::ApplicationController
       'tiktok' => %w[TIKTOK_APP_ID TIKTOK_APP_SECRET],
       'whatsapp_embedded' => %w[WHATSAPP_APP_ID WHATSAPP_APP_SECRET WHATSAPP_CONFIGURATION_ID WHATSAPP_API_VERSION],
       'notion' => %w[NOTION_CLIENT_ID NOTION_CLIENT_SECRET],
-      'google' => %w[GOOGLE_OAUTH_CLIENT_ID GOOGLE_OAUTH_CLIENT_SECRET GOOGLE_OAUTH_REDIRECT_URI ENABLE_GOOGLE_OAUTH_LOGIN]
+      'google' => %w[GOOGLE_OAUTH_CLIENT_ID GOOGLE_OAUTH_CLIENT_SECRET GOOGLE_OAUTH_REDIRECT_URI ENABLE_GOOGLE_OAUTH_LOGIN],
+      'captain' => %w[CAPTAIN_OPEN_AI_API_KEY CAPTAIN_OPEN_AI_MODEL CAPTAIN_OPEN_AI_ENDPOINT]
     }
 
     @allowed_configs = mapping.fetch(

app/helpers/super_admin/features.yml

@@ -2,13 +2,6 @@
 # No need to replicate the same values in two places
 
 # ------- Premium Features ------- #
-captain:
-  name: 'Captain'
-  description: 'Enable AI-powered conversations with your customers.'
-  enabled: <%= (ChatwootHub.pricing_plan != 'community') %>
-  icon: 'icon-captain'
-  config_key: 'captain'
-  enterprise: true
 saml:
   name: 'SAML SSO'
   description: 'Configuration for controlling SAML Single Sign-On availability'
@@ -48,6 +41,12 @@ help_center:
   description: 'Allow agents to create help center articles and publish them in a portal.'
   enabled: true
   icon: 'icon-book-2-line'
+captain:
+  name: 'Captain'
+  description: 'Enable AI-powered conversations with your customers.'
+  enabled: true
+  icon: 'icon-captain'
+  config_key: 'captain'
 
 # ------- Communication Channels ------- #
 live_chat:

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

@@ -0,0 +1,107 @@
+/* global axios */
+import ApiClient from '../ApiClient';
+
+/**
+ * A client for the Captain Tasks API.
+ * @extends ApiClient
+ */
+class TasksAPI extends ApiClient {
+  /**
+   * Creates a new TasksAPI instance.
+   */
+  constructor() {
+    super('captain/tasks', { accountScoped: true });
+  }
+
+  /**
+   * Rewrites content with a specific operation.
+   * @param {Object} options - The rewrite options.
+   * @param {string} options.content - The content to rewrite.
+   * @param {string} options.operation - The rewrite operation (fix_spelling_grammar, casual, professional, etc).
+   * @param {string} [options.conversationId] - The conversation ID for context (required for 'improve').
+   * @param {AbortSignal} [signal] - AbortSignal to cancel the request.
+   * @returns {Promise} A promise that resolves with the rewritten content.
+   */
+  rewrite({ content, operation, conversationId }, signal) {
+    return axios.post(
+      `${this.url}/rewrite`,
+      {
+        content,
+        operation,
+        conversation_display_id: conversationId,
+      },
+      { signal }
+    );
+  }
+
+  /**
+   * Summarizes a conversation.
+   * @param {string} conversationId - The conversation ID to summarize.
+   * @param {AbortSignal} [signal] - AbortSignal to cancel the request.
+   * @returns {Promise} A promise that resolves with the summary.
+   */
+  summarize(conversationId, signal) {
+    return axios.post(
+      `${this.url}/summarize`,
+      {
+        conversation_display_id: conversationId,
+      },
+      { signal }
+    );
+  }
+
+  /**
+   * Gets a reply suggestion for a conversation.
+   * @param {string} conversationId - The conversation ID.
+   * @param {AbortSignal} [signal] - AbortSignal to cancel the request.
+   * @returns {Promise} A promise that resolves with the reply suggestion.
+   */
+  replySuggestion(conversationId, signal) {
+    return axios.post(
+      `${this.url}/reply_suggestion`,
+      {
+        conversation_display_id: conversationId,
+      },
+      { signal }
+    );
+  }
+
+  /**
+   * Gets label suggestions for a conversation.
+   * @param {string} conversationId - The conversation ID.
+   * @param {AbortSignal} [signal] - AbortSignal to cancel the request.
+   * @returns {Promise} A promise that resolves with label suggestions.
+   */
+  labelSuggestion(conversationId, signal) {
+    return axios.post(
+      `${this.url}/label_suggestion`,
+      {
+        conversation_display_id: conversationId,
+      },
+      { signal }
+    );
+  }
+
+  /**
+   * Sends a follow-up message to continue refining a previous task result.
+   * @param {Object} options - The follow-up options.
+   * @param {Object} options.followUpContext - The follow-up context from a previous task.
+   * @param {string} options.message - The follow-up message/request from the user.
+   * @param {string} [options.conversationId] - The conversation ID for Langfuse session tracking.
+   * @param {AbortSignal} [signal] - AbortSignal to cancel the request.
+   * @returns {Promise} A promise that resolves with the follow-up response and updated follow-up context.
+   */
+  followUp({ followUpContext, message, conversationId }, signal) {
+    return axios.post(
+      `${this.url}/follow_up`,
+      {
+        follow_up_context: followUpContext,
+        message,
+        conversation_display_id: conversationId,
+      },
+      { signal }
+    );
+  }
+}
+
+export default new TasksAPI();

app/javascript/dashboard/api/integrations/openapi.js

@@ -1,81 +0,0 @@
-/* global axios */
-
-import ApiClient from '../ApiClient';
-
-/**
- * Represents the data object for a OpenAI hook.
- * @typedef {Object} ConversationMessageData
- * @property {string} [tone] - The tone of the message.
- * @property {string} [content] - The content of the message.
- * @property {string} [conversation_display_id] - The display ID of the conversation (optional).
- */
-
-/**
- * A client for the OpenAI API.
- * @extends ApiClient
- */
-class OpenAIAPI extends ApiClient {
-  /**
-   * Creates a new OpenAIAPI instance.
-   */
-  constructor() {
-    super('integrations', { accountScoped: true });
-
-    /**
-     * The conversation events supported by the API.
-     * @type {string[]}
-     */
-    this.conversation_events = [
-      'summarize',
-      'reply_suggestion',
-      'label_suggestion',
-    ];
-
-    /**
-     * The message events supported by the API.
-     * @type {string[]}
-     */
-    this.message_events = ['rephrase'];
-  }
-
-  /**
-   * Processes an event using the OpenAI API.
-   * @param {Object} options - The options for the event.
-   * @param {string} [options.type='rephrase'] - The type of event to process.
-   * @param {string} [options.content] - The content of the event.
-   * @param {string} [options.tone] - The tone of the event.
-   * @param {string} [options.conversationId] - The ID of the conversation to process the event for.
-   * @param {string} options.hookId - The ID of the hook to use for processing the event.
-   * @returns {Promise} A promise that resolves with the result of the event processing.
-   */
-  processEvent({ type = 'rephrase', content, tone, conversationId, hookId }) {
-    /**
-     * @type {ConversationMessageData}
-     */
-    let data = {
-      tone,
-      content,
-    };
-
-    // Always include conversation_display_id when available for session tracking
-    if (conversationId) {
-      data.conversation_display_id = conversationId;
-    }
-
-    // For conversation-level events, only send conversation_display_id
-    if (this.conversation_events.includes(type)) {
-      data = {
-        conversation_display_id: conversationId,
-      };
-    }
-
-    return axios.post(`${this.url}/hooks/${hookId}/process_event`, {
-      event: {
-        name: type,
-        data,
-      },
-    });
-  }
-}
-
-export default new OpenAIAPI();

app/javascript/dashboard/assets/scss/_next-colors.scss

@@ -94,6 +94,19 @@
     --gray-11: 100 100 100;
     --gray-12: 32 32 32;
 
+    --violet-1: 253 252 254;
+    --violet-2: 250 248 255;
+    --violet-3: 244 240 254;
+    --violet-4: 235 228 255;
+    --violet-5: 225 217 255;
+    --violet-6: 212 202 254;
+    --violet-7: 194 178 248;
+    --violet-8: 169 153 236;
+    --violet-9: 110 86 207;
+    --violet-10: 100 84 196;
+    --violet-11: 101 85 183;
+    --violet-12: 47 38 95;
+
     --background-color: 253 253 253;
     --text-blue: 8 109 224;
     --border-container: 236 236 236;
@@ -209,6 +222,19 @@
     --gray-11: 180 180 180;
     --gray-12: 238 238 238;
 
+    --violet-1: 20 17 31;
+    --violet-2: 27 21 37;
+    --violet-3: 41 31 67;
+    --violet-4: 50 37 85;
+    --violet-5: 60 46 105;
+    --violet-6: 71 56 135;
+    --violet-7: 86 70 151;
+    --violet-8: 110 86 171;
+    --violet-9: 110 86 207;
+    --violet-10: 125 109 217;
+    --violet-11: 169 153 236;
+    --violet-12: 226 221 254;
+
     --background-color: 18 18 19;
     --border-strong: 52 52 52;
     --border-weak: 38 38 42;

app/javascript/dashboard/components-next/sidebar/Sidebar.vue

@@ -15,7 +15,6 @@ import Button from 'dashboard/components-next/button/Button.vue';
 import SidebarGroup from './SidebarGroup.vue';
 import SidebarProfileMenu from './SidebarProfileMenu.vue';
 import SidebarChangelogCard from './SidebarChangelogCard.vue';
-import YearInReviewBanner from '../year-in-review/YearInReviewBanner.vue';
 import ChannelLeaf from './ChannelLeaf.vue';
 import SidebarAccountSwitcher from './SidebarAccountSwitcher.vue';
 import Logo from 'next/icon/Logo.vue';
@@ -661,7 +660,6 @@ const menuItems = computed(() => {
       <div
         class="pointer-events-none absolute inset-x-0 -top-[31px] h-8 bg-gradient-to-t from-n-solid-2 to-transparent"
       />
-      <YearInReviewBanner />
       <SidebarChangelogCard
         v-if="isOnChatwootCloud && !isACustomBrandedInstance"
       />

app/javascript/dashboard/components-next/sidebar/SidebarProfileMenu.vue

@@ -1,13 +1,11 @@
 <script setup>
-import { ref, computed } from 'vue';
+import { computed } from 'vue';
 import Auth from 'dashboard/api/auth';
 import { useMapGetter } from 'dashboard/composables/store';
 import { useI18n } from 'vue-i18n';
-import { useUISettings } from 'dashboard/composables/useUISettings';
 import Avatar from 'next/avatar/Avatar.vue';
 import SidebarProfileMenuStatus from './SidebarProfileMenuStatus.vue';
 import { FEATURE_FLAGS } from 'dashboard/featureFlags';
-import YearInReviewModal from 'dashboard/components-next/year-in-review/YearInReviewModal.vue';
 
 import {
   DropdownContainer,
@@ -24,7 +22,6 @@ defineOptions({
 });
 
 const { t } = useI18n();
-const { uiSettings } = useUISettings();
 
 const currentUser = useMapGetter('getCurrentUser');
 const currentUserAvailability = useMapGetter('getCurrentUserAvailability');
@@ -34,29 +31,6 @@ const isFeatureEnabledonAccount = useMapGetter(
   'accounts/isFeatureEnabledonAccount'
 );
 
-const showYearInReviewModal = ref(false);
-
-const bannerClosedKey = computed(() => {
-  return `yir_closed_${accountId.value}_2025`;
-});
-
-const isBannerClosed = computed(() => {
-  return uiSettings.value?.[bannerClosedKey.value] === true;
-});
-
-const showYearInReviewMenuItem = computed(() => {
-  return isBannerClosed.value;
-});
-
-const openYearInReviewModal = () => {
-  showYearInReviewModal.value = true;
-  emit('close');
-};
-
-const closeYearInReviewModal = () => {
-  showYearInReviewModal.value = false;
-};
-
 const showChatSupport = computed(() => {
   return (
     isFeatureEnabledonAccount.value(
@@ -68,13 +42,6 @@ const showChatSupport = computed(() => {
 
 const menuItems = computed(() => {
   return [
-    {
-      show: showYearInReviewMenuItem.value,
-      showOnCustomBrandedInstance: false,
-      label: t('SIDEBAR_ITEMS.YEAR_IN_REVIEW'),
-      icon: 'i-lucide-gift',
-      click: openYearInReviewModal,
-    },
     {
       show: showChatSupport.value,
       showOnCustomBrandedInstance: false,
@@ -190,9 +157,4 @@ const allowedMenuItems = computed(() => {
       </template>
     </DropdownBody>
   </DropdownContainer>
-
-  <YearInReviewModal
-    :show="showYearInReviewModal"
-    @close="closeYearInReviewModal"
-  />
 </template>

app/javascript/dashboard/components/ui/DatePicker/DatePicker.vue

@@ -206,10 +206,14 @@ const emitDateRange = () => {
     emit('dateRangeChanged', [selectedStartDate.value, selectedEndDate.value]);
   }
 };
+
+const closeDatePicker = () => {
+  showDatePicker.value = false;
+};
 </script>
 
 <template>
-  <div class="relative font-inter">
+  <div v-on-clickaway="closeDatePicker" class="relative font-inter">
     <DatePickerButton
       :selected-start-date="selectedStartDate"
       :selected-end-date="selectedEndDate"

app/javascript/dashboard/components/widgets/AIAssistanceButton.vue

@@ -1,160 +0,0 @@
-<script>
-import { ref } from 'vue';
-import { mapGetters } from 'vuex';
-import { useAdmin } from 'dashboard/composables/useAdmin';
-import { useUISettings } from 'dashboard/composables/useUISettings';
-import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
-import { useAI } from 'dashboard/composables/useAI';
-import AICTAModal from './AICTAModal.vue';
-import AIAssistanceModal from './AIAssistanceModal.vue';
-import { CMD_AI_ASSIST } from 'dashboard/helper/commandbar/events';
-import AIAssistanceCTAButton from './AIAssistanceCTAButton.vue';
-import { emitter } from 'shared/helpers/mitt';
-import NextButton from 'dashboard/components-next/button/Button.vue';
-
-export default {
-  components: {
-    NextButton,
-    AIAssistanceModal,
-    AICTAModal,
-    AIAssistanceCTAButton,
-  },
-  emits: ['replaceText'],
-  setup(props, { emit }) {
-    const { uiSettings, updateUISettings } = useUISettings();
-
-    const { isAIIntegrationEnabled, draftMessage, recordAnalytics } = useAI();
-
-    const { isAdmin } = useAdmin();
-
-    const initialMessage = ref('');
-
-    const initializeMessage = draftMsg => {
-      initialMessage.value = draftMsg;
-    };
-    const keyboardEvents = {
-      '$mod+KeyZ': {
-        action: () => {
-          if (initialMessage.value) {
-            emit('replaceText', initialMessage.value);
-            initialMessage.value = '';
-          }
-        },
-        allowOnFocusedInput: true,
-      },
-    };
-    useKeyboardEvents(keyboardEvents);
-
-    return {
-      uiSettings,
-      updateUISettings,
-      isAdmin,
-      initialMessage,
-      initializeMessage,
-      recordAnalytics,
-      isAIIntegrationEnabled,
-      draftMessage,
-    };
-  },
-  data: () => ({
-    showAIAssistanceModal: false,
-    showAICtaModal: false,
-    aiOption: '',
-  }),
-  computed: {
-    ...mapGetters({
-      isAChatwootInstance: 'globalConfig/isAChatwootInstance',
-    }),
-    isAICTAModalDismissed() {
-      return this.uiSettings.is_open_ai_cta_modal_dismissed;
-    },
-    // Display a AI CTA button for admins if the AI integration has not been added yet and the AI assistance modal has not been dismissed.
-    shouldShowAIAssistCTAButtonForAdmin() {
-      return (
-        this.isAdmin &&
-        !this.isAIIntegrationEnabled &&
-        !this.isAICTAModalDismissed &&
-        this.isAChatwootInstance
-      );
-    },
-    // Display a AI CTA button for agents and other admins who have not yet opened the AI assistance modal.
-    shouldShowAIAssistCTAButton() {
-      return this.isAIIntegrationEnabled && !this.isAICTAModalDismissed;
-    },
-  },
-
-  mounted() {
-    emitter.on(CMD_AI_ASSIST, this.onAIAssist);
-    this.initializeMessage(this.draftMessage);
-  },
-
-  methods: {
-    hideAIAssistanceModal() {
-      this.recordAnalytics('DISMISS_AI_SUGGESTION', {
-        aiOption: this.aiOption,
-      });
-      this.showAIAssistanceModal = false;
-    },
-    openAIAssist() {
-      // Dismiss the CTA modal if it is not dismissed
-      if (!this.isAICTAModalDismissed) {
-        this.updateUISettings({
-          is_open_ai_cta_modal_dismissed: true,
-        });
-      }
-      this.initializeMessage(this.draftMessage);
-      const ninja = document.querySelector('ninja-keys');
-      ninja.open({ parent: 'ai_assist' });
-    },
-    hideAICtaModal() {
-      this.showAICtaModal = false;
-    },
-    openAICta() {
-      this.showAICtaModal = true;
-    },
-    onAIAssist(option) {
-      this.aiOption = option;
-      this.showAIAssistanceModal = true;
-    },
-    insertText(message) {
-      this.$emit('replaceText', message);
-    },
-  },
-};
-</script>
-
-<template>
-  <div>
-    <div v-if="isAIIntegrationEnabled" class="relative">
-      <AIAssistanceCTAButton
-        v-if="shouldShowAIAssistCTAButton"
-        @open="openAIAssist"
-      />
-      <NextButton
-        v-else
-        v-tooltip.top-end="$t('INTEGRATION_SETTINGS.OPEN_AI.AI_ASSIST')"
-        icon="i-ph-magic-wand"
-        slate
-        faded
-        sm
-        @click="openAIAssist"
-      />
-      <woot-modal
-        v-model:show="showAIAssistanceModal"
-        :on-close="hideAIAssistanceModal"
-      >
-        <AIAssistanceModal
-          :ai-option="aiOption"
-          @apply-text="insertText"
-          @close="hideAIAssistanceModal"
-        />
-      </woot-modal>
-    </div>
-    <div v-else-if="shouldShowAIAssistCTAButtonForAdmin" class="relative">
-      <AIAssistanceCTAButton @click="openAICta" />
-      <woot-modal v-model:show="showAICtaModal" :on-close="hideAICtaModal">
-        <AICTAModal @close="hideAICtaModal" />
-      </woot-modal>
-    </div>
-  </div>
-</template>

app/javascript/dashboard/components/widgets/AIAssistanceCTAButton.vue

@@ -1,103 +0,0 @@
-<script setup>
-import NextButton from 'dashboard/components-next/button/Button.vue';
-
-const emit = defineEmits(['open']);
-
-const onClick = () => {
-  emit('open');
-};
-</script>
-
-<template>
-  <div class="relative">
-    <NextButton
-      class="cta-btn cta-btn-light dark:cta-btn-dark hover:cta-btn-light-hover dark:hover:cta-btn-dark-hover"
-      :label="$t('INTEGRATION_SETTINGS.OPEN_AI.AI_ASSIST')"
-      icon="i-ph-magic-wand"
-      sm
-      @click="onClick"
-    />
-
-    <div
-      class="radar-ping-animation absolute top-0 right-0 -mt-1 -mr-1 rounded-full w-3 h-3 bg-n-brand"
-    />
-    <div
-      class="absolute top-0 right-0 -mt-1 -mr-1 rounded-full w-3 h-3 bg-n-brand opacity-50"
-    />
-  </div>
-</template>
-
-<style scoped>
-@tailwind components;
-
-@layer components {
-  /* Gradient animation */
-  @keyframes gradient {
-    0% {
-      background-position: 0% 50%;
-    }
-
-    50% {
-      background-position: 100% 50%;
-    }
-
-    100% {
-      background-position: 0% 50%;
-    }
-  }
-
-  .cta-btn {
-    animation: gradient 5s ease infinite;
-    @apply text-n-slate-12 border-0 text-xs;
-  }
-
-  .cta-btn-light {
-    background: linear-gradient(
-        255.98deg,
-        rgba(161, 87, 246, 0.2) 15.83%,
-        rgba(71, 145, 247, 0.2) 81.39%
-      ),
-      linear-gradient(0deg, #f2f5f8, #f2f5f8);
-  }
-
-  .cta-btn-dark {
-    background: linear-gradient(
-        255.98deg,
-        rgba(161, 87, 246, 0.2) 15.83%,
-        rgba(71, 145, 247, 0.2) 81.39%
-      ),
-      linear-gradient(0deg, #313538, #313538);
-  }
-
-  .cta-btn-light-hover {
-    background: linear-gradient(
-        255.98deg,
-        rgba(161, 87, 246, 0.2) 15.83%,
-        rgba(71, 145, 247, 0.2) 81.39%
-      ),
-      linear-gradient(0deg, #e3e5e7, #e3e5e7);
-  }
-
-  .cta-btn-dark-hover {
-    background: linear-gradient(
-        255.98deg,
-        rgba(161, 87, 246, 0.2) 15.83%,
-        rgba(71, 145, 247, 0.2) 81.39%
-      ),
-      linear-gradient(0deg, #202425, #202425);
-  }
-
-  /* Radar ping animation */
-  @keyframes ping {
-    75%,
-    100% {
-      transform: scale(2);
-      opacity: 0;
-    }
-  }
-
-  .radar-ping-animation {
-    animation: ping 1s ease infinite;
-  }
-}
-</style>

app/javascript/dashboard/components/widgets/AIAssistanceModal.vue

@@ -1,118 +0,0 @@
-<script>
-import { useMessageFormatter } from 'shared/composables/useMessageFormatter';
-import { useAI } from 'dashboard/composables/useAI';
-import AILoader from './AILoader.vue';
-import NextButton from 'dashboard/components-next/button/Button.vue';
-
-export default {
-  components: {
-    AILoader,
-    NextButton,
-  },
-  props: {
-    aiOption: {
-      type: String,
-      required: true,
-    },
-  },
-  emits: ['close', 'applyText'],
-  setup() {
-    const { formatMessage } = useMessageFormatter();
-    const { draftMessage, processEvent, recordAnalytics } = useAI();
-    return { draftMessage, processEvent, recordAnalytics, formatMessage };
-  },
-  data() {
-    return {
-      generatedContent: '',
-      isGenerating: true,
-    };
-  },
-  computed: {
-    headerTitle() {
-      const translationKey = this.aiOption?.toUpperCase();
-      return translationKey
-        ? this.$t(`INTEGRATION_SETTINGS.OPEN_AI.WITH_AI`, {
-            option: this.$t(
-              `INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.${translationKey}`
-            ),
-          })
-        : '';
-    },
-  },
-  mounted() {
-    this.generateAIContent(this.aiOption);
-  },
-
-  methods: {
-    onClose() {
-      this.$emit('close');
-    },
-
-    async generateAIContent(type = 'rephrase') {
-      this.isGenerating = true;
-      this.generatedContent = await this.processEvent(type);
-      this.isGenerating = false;
-    },
-    applyText() {
-      this.recordAnalytics(this.aiOption);
-      this.$emit('applyText', this.generatedContent);
-      this.onClose();
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="flex flex-col">
-    <woot-modal-header :header-title="headerTitle" />
-    <form
-      class="flex flex-col w-full modal-content"
-      @submit.prevent="applyText"
-    >
-      <div v-if="draftMessage" class="w-full">
-        <h4 class="mt-1 text-base text-n-slate-12">
-          {{ $t('INTEGRATION_SETTINGS.OPEN_AI.ASSISTANCE_MODAL.DRAFT_TITLE') }}
-        </h4>
-        <p v-dompurify-html="formatMessage(draftMessage, false)" />
-        <h4 class="mt-1 text-base text-n-slate-12">
-          {{
-            $t('INTEGRATION_SETTINGS.OPEN_AI.ASSISTANCE_MODAL.GENERATED_TITLE')
-          }}
-        </h4>
-      </div>
-      <div>
-        <AILoader v-if="isGenerating" />
-        <p v-else v-dompurify-html="formatMessage(generatedContent, false)" />
-      </div>
-
-      <div class="flex flex-row justify-end w-full gap-2 px-0 py-2">
-        <NextButton
-          faded
-          slate
-          type="reset"
-          :label="
-            $t('INTEGRATION_SETTINGS.OPEN_AI.ASSISTANCE_MODAL.BUTTONS.CANCEL')
-          "
-          @click.prevent="onClose"
-        />
-        <NextButton
-          type="submit"
-          :disabled="!generatedContent"
-          :label="
-            $t('INTEGRATION_SETTINGS.OPEN_AI.ASSISTANCE_MODAL.BUTTONS.APPLY')
-          "
-        />
-      </div>
-    </form>
-  </div>
-</template>
-
-<style lang="scss" scoped>
-.modal-content {
-  @apply pt-2 px-8 pb-8;
-}
-
-.container {
-  width: 100%;
-}
-</style>

app/javascript/dashboard/components/widgets/AICTAModal.vue

@@ -1,130 +0,0 @@
-<script>
-import { useVuelidate } from '@vuelidate/core';
-import { required } from '@vuelidate/validators';
-import { useAlert } from 'dashboard/composables';
-import { useUISettings } from 'dashboard/composables/useUISettings';
-import { useAI } from 'dashboard/composables/useAI';
-import { OPEN_AI_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
-
-import NextButton from 'dashboard/components-next/button/Button.vue';
-
-export default {
-  components: {
-    NextButton,
-  },
-  emits: ['close'],
-
-  setup() {
-    const { updateUISettings } = useUISettings();
-    const { recordAnalytics } = useAI();
-    const v$ = useVuelidate();
-
-    return { updateUISettings, v$, recordAnalytics };
-  },
-  data() {
-    return {
-      value: '',
-    };
-  },
-  validations: {
-    value: {
-      required,
-    },
-  },
-  methods: {
-    onClose() {
-      this.$emit('close');
-    },
-
-    onDismiss() {
-      useAlert(
-        this.$t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.DISMISS_MESSAGE')
-      );
-      this.updateUISettings({
-        is_open_ai_cta_modal_dismissed: true,
-      });
-      this.onClose();
-    },
-
-    async finishOpenAI() {
-      const payload = {
-        app_id: 'openai',
-        settings: {
-          api_key: this.value,
-        },
-      };
-      try {
-        await this.$store.dispatch('integrations/createHook', payload);
-        this.alertMessage = this.$t(
-          'INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.SUCCESS_MESSAGE'
-        );
-        this.recordAnalytics(
-          OPEN_AI_EVENTS.ADDED_AI_INTEGRATION_VIA_CTA_BUTTON
-        );
-        this.onClose();
-      } catch (error) {
-        const errorMessage = error?.response?.data?.message;
-        this.alertMessage =
-          errorMessage || this.$t('INTEGRATION_APPS.ADD.API.ERROR_MESSAGE');
-      } finally {
-        useAlert(this.alertMessage);
-      }
-    },
-    openOpenAIDoc() {
-      window.open('https://www.chatwoot.com/blog/v2-17', '_blank');
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="flex-1 min-w-0 px-0">
-    <woot-modal-header
-      :header-title="$t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.TITLE')"
-      :header-content="$t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.DESC')"
-    />
-    <form
-      class="flex flex-col flex-wrap modal-content"
-      @submit.prevent="finishOpenAI"
-    >
-      <div class="w-full mt-2">
-        <woot-input
-          v-model="value"
-          type="text"
-          :class="{ error: v$.value.$error }"
-          :placeholder="
-            $t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.KEY_PLACEHOLDER')
-          "
-          @blur="v$.value.$touch"
-        />
-      </div>
-      <div class="flex flex-row justify-between w-full gap-2 px-0 py-2">
-        <NextButton
-          ghost
-          type="button"
-          class="!px-3"
-          :label="
-            $t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.BUTTONS.NEED_HELP')
-          "
-          @click.prevent="openOpenAIDoc"
-        />
-        <div class="flex items-center gap-1">
-          <NextButton
-            faded
-            slate
-            type="reset"
-            :label="
-              $t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.BUTTONS.DISMISS')
-            "
-            @click.prevent="onDismiss"
-          />
-          <NextButton
-            type="submit"
-            :disabled="v$.value.$invalid"
-            :label="$t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.BUTTONS.FINISH')"
-          />
-        </div>
-      </div>
-    </form>
-  </div>
-</template>

app/javascript/dashboard/components/widgets/AttachmentsPreview.vue

@@ -46,11 +46,11 @@ const fileName = file => {
 </script>
 
 <template>
-  <div class="flex overflow-auto max-h-[12.5rem]">
+  <div class="flex flex-wrap gap-y-1 gap-x-2 overflow-auto max-h-[12.5rem]">
     <div
       v-for="(attachment, index) in nonRecordedAudioAttachments"
       :key="attachment.id"
-      class="flex items-center p-1 bg-n-slate-3 gap-1 rounded-md w-[15rem] mb-1"
+      class="flex items-center p-1 bg-n-slate-3 gap-1 rounded-md w-[15rem]"
     >
       <div class="max-w-[4rem] flex-shrink-0 w-6 flex items-center">
         <img

app/javascript/dashboard/components/widgets/ShowMore.vue

@@ -38,7 +38,7 @@ const toggleShowMore = () => {
     <button
       v-if="text.length > limit"
       class="text-n-brand !p-0 !border-0 align-top"
-      @click="toggleShowMore"
+      @click.stop="toggleShowMore"
     >
       {{ buttonLabel }}
     </button>

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

@@ -0,0 +1,253 @@
+<script setup>
+import { ref, computed, watch, onMounted, useTemplateRef } from 'vue';
+
+import {
+  buildMessageSchema,
+  buildEditor,
+  EditorView,
+  MessageMarkdownTransformer,
+  MessageMarkdownSerializer,
+  EditorState,
+  Selection,
+} from '@chatwoot/prosemirror-schema';
+
+import { useMessageFormatter } from 'shared/composables/useMessageFormatter';
+
+import NextButton from 'dashboard/components-next/button/Button.vue';
+
+const props = defineProps({
+  modelValue: { type: String, default: '' },
+  editorId: { type: String, default: '' },
+  placeholder: {
+    type: String,
+    default: 'Give copilot additional prompts, or ask anything else...',
+  },
+  generatedContent: { type: String, default: '' },
+  autofocus: {
+    type: Boolean,
+    default: true,
+  },
+  isPopout: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits([
+  'blur',
+  'input',
+  'update:modelValue',
+  'keyup',
+  'focus',
+  'keydown',
+  'send',
+]);
+
+const { formatMessage } = useMessageFormatter();
+
+// Minimal schema with no marks or nodes for copilot input
+const copilotSchema = buildMessageSchema([], []);
+
+const handleSubmit = () => emit('send');
+
+const createState = (
+  content,
+  placeholder,
+  plugins = [],
+  enabledMenuOptions = []
+) => {
+  return EditorState.create({
+    doc: new MessageMarkdownTransformer(copilotSchema).parse(content),
+    plugins: buildEditor({
+      schema: copilotSchema,
+      placeholder,
+      plugins,
+      enabledMenuOptions,
+    }),
+  });
+};
+
+// we don't need them to be reactive
+// It cases weird issues where the objects are proxied
+// and then the editor doesn't work as expected
+let editorView = null;
+let state = null;
+
+// reactive data
+const isTextSelected = ref(false); // Tracks text selection and prevents unnecessary re-renders on mouse selection
+
+// element refs
+const editor = useTemplateRef('editor');
+
+function contentFromEditor() {
+  if (editorView) {
+    return MessageMarkdownSerializer.serialize(editorView.state.doc);
+  }
+  return '';
+}
+
+function focusEditorInputField() {
+  const { tr } = editorView.state;
+  const selection = Selection.atEnd(tr.doc);
+
+  editorView.dispatch(tr.setSelection(selection));
+  editorView.focus();
+}
+
+function emitOnChange() {
+  emit('update:modelValue', contentFromEditor());
+  emit('input', contentFromEditor());
+}
+
+function onKeyup() {
+  emit('keyup');
+}
+
+function onKeydown(view, event) {
+  emit('keydown');
+
+  // Handle Enter key to send message (Shift+Enter for new line)
+  if (event.key === 'Enter' && !event.shiftKey) {
+    event.preventDefault();
+    handleSubmit();
+    return true; // Prevent ProseMirror's default Enter handling
+  }
+
+  return false; // Allow other keys to work normally
+}
+
+function onBlur() {
+  emit('blur');
+}
+
+function onFocus() {
+  emit('focus');
+}
+
+function checkSelection(editorState) {
+  const hasSelection = editorState.selection.from !== editorState.selection.to;
+  if (hasSelection === isTextSelected.value) return;
+  isTextSelected.value = hasSelection;
+}
+
+// computed properties
+const plugins = computed(() => {
+  return [];
+});
+
+const enabledMenuOptions = computed(() => {
+  return [];
+});
+
+function reloadState() {
+  state = createState(
+    props.modelValue,
+    props.placeholder,
+    plugins.value,
+    enabledMenuOptions.value
+  );
+  editorView.updateState(state);
+  focusEditorInputField();
+}
+
+function createEditorView() {
+  editorView = new EditorView(editor.value, {
+    state: state,
+    dispatchTransaction: tx => {
+      state = state.apply(tx);
+      editorView.updateState(state);
+      if (tx.docChanged) {
+        emitOnChange();
+      }
+      checkSelection(state);
+    },
+    handleDOMEvents: {
+      keyup: onKeyup,
+      focus: onFocus,
+      blur: onBlur,
+      keydown: onKeydown,
+    },
+  });
+}
+
+// watchers
+watch(
+  computed(() => props.modelValue),
+  (newValue = '') => {
+    if (newValue !== contentFromEditor()) {
+      reloadState();
+    }
+  }
+);
+
+watch(
+  computed(() => props.editorId),
+  () => {
+    reloadState();
+  }
+);
+
+// lifecycle
+onMounted(() => {
+  state = createState(
+    props.modelValue,
+    props.placeholder,
+    plugins.value,
+    enabledMenuOptions.value
+  );
+
+  createEditorView();
+  editorView.updateState(state);
+
+  if (props.autofocus) {
+    focusEditorInputField();
+  }
+});
+</script>
+
+<template>
+  <div class="space-y-2 mb-4">
+    <div
+      class="overflow-y-auto"
+      :class="{ 'max-h-96': isPopout, 'max-h-56': !isPopout }"
+    >
+      <p
+        v-dompurify-html="formatMessage(generatedContent, false)"
+        class="text-n-iris-12 text-sm prose-sm font-normal !mb-4"
+      />
+    </div>
+    <div class="editor-root relative editor--copilot space-x-2">
+      <div ref="editor" />
+      <div class="flex items-center justify-end absolute right-2 bottom-2">
+        <NextButton
+          class="bg-n-iris-9 text-white !rounded-full"
+          icon="i-lucide-arrow-up"
+          solid
+          sm
+          @click="handleSubmit"
+        />
+      </div>
+    </div>
+  </div>
+</template>
+
+<style lang="scss">
+@import '@chatwoot/prosemirror-schema/src/styles/base.scss';
+
+.editor--copilot {
+  @apply bg-n-iris-5 rounded;
+
+  .ProseMirror-woot-style {
+    min-height: 5rem;
+    max-height: 7.5rem !important;
+    overflow: auto;
+    @apply px-2 !important;
+
+    .empty-node {
+      &::before {
+        @apply text-n-iris-9 dark:text-n-iris-11;
+      }
+    }
+  }
+}
+</style>

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

@@ -0,0 +1,259 @@
+<script setup>
+import { computed, useTemplateRef } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useElementSize, useWindowSize } from '@vueuse/core';
+import { useMapGetter } from 'dashboard/composables/store';
+import { REPLY_EDITOR_MODES } from 'dashboard/components/widgets/WootWriter/constants';
+import { useCaptain } from 'dashboard/composables/useCaptain';
+import Button from 'dashboard/components-next/button/Button.vue';
+import DropdownBody from 'next/dropdown-menu/base/DropdownBody.vue';
+
+import Icon from 'next/icon/Icon.vue';
+
+defineProps({
+  hasSelection: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits(['executeCopilotAction']);
+
+const { t } = useI18n();
+
+const { draftMessage } = useCaptain();
+
+const replyMode = useMapGetter('draftMessages/getReplyEditorMode');
+
+// Selection-based menu items (when text is selected)
+const menuItems = computed(() => {
+  const items = [];
+  // for now, we don't allow improving just  aprt of the selection
+  // we will add this feature later. Once we do, we can revert the change
+  const hasSelection = false;
+  // const hasSelection = props.hasSelection
+
+  if (hasSelection) {
+    items.push({
+      label: t(
+        'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.IMPROVE_REPLY_SELECTION'
+      ),
+      key: 'improve_selection',
+      icon: 'i-fluent-pen-sparkle-24-regular',
+    });
+  } else if (
+    replyMode.value === REPLY_EDITOR_MODES.REPLY &&
+    draftMessage.value
+  ) {
+    items.push({
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.IMPROVE_REPLY'),
+      key: 'improve',
+      icon: 'i-fluent-pen-sparkle-24-regular',
+    });
+  }
+
+  if (draftMessage.value) {
+    items.push(
+      {
+        label: t(
+          'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.TITLE'
+        ),
+        key: 'change_tone',
+        icon: 'i-fluent-sound-wave-circle-sparkle-24-regular',
+        subMenuItems: [
+          {
+            label: t(
+              'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.OPTIONS.PROFESSIONAL'
+            ),
+            key: 'professional',
+          },
+          {
+            label: t(
+              'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.OPTIONS.CASUAL'
+            ),
+            key: 'casual',
+          },
+          {
+            label: t(
+              'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.OPTIONS.STRAIGHTFORWARD'
+            ),
+            key: 'straightforward',
+          },
+          {
+            label: t(
+              'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.OPTIONS.CONFIDENT'
+            ),
+            key: 'confident',
+          },
+          {
+            label: t(
+              'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.OPTIONS.FRIENDLY'
+            ),
+            key: 'friendly',
+          },
+        ],
+      },
+      {
+        label: t('INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.GRAMMAR'),
+        key: 'fix_spelling_grammar',
+        icon: 'i-fluent-flow-sparkle-24-regular',
+      }
+    );
+  }
+  return items;
+});
+
+const generalMenuItems = computed(() => {
+  const items = [];
+  if (replyMode.value === REPLY_EDITOR_MODES.REPLY) {
+    items.push({
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.SUGGESTION'),
+      key: 'reply_suggestion',
+      icon: 'i-fluent-chat-sparkle-16-regular',
+    });
+  }
+
+  if (replyMode.value === REPLY_EDITOR_MODES.NOTE || true) {
+    items.push({
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.SUMMARIZE'),
+      key: 'summarize',
+      icon: 'i-fluent-text-bullet-list-square-sparkle-32-regular',
+    });
+  }
+
+  items.push({
+    label: t('INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.ASK_COPILOT'),
+    key: 'ask_copilot',
+    icon: 'i-fluent-circle-sparkle-24-regular',
+  });
+
+  return items;
+});
+
+const menuRef = useTemplateRef('menuRef');
+const { height: menuHeight } = useElementSize(menuRef);
+const { width: windowWidth } = useWindowSize();
+
+// Smart submenu positioning based on available space
+const submenuPosition = computed(() => {
+  const el = menuRef.value?.$el;
+  if (!el) return 'ltr:right-full rtl:left-full';
+
+  const { left, right } = el.getBoundingClientRect();
+  const SUBMENU_WIDTH = 200;
+  const spaceRight = (windowWidth.value ?? window.innerWidth) - right;
+  const spaceLeft = left;
+
+  // Prefer right, fallback to side with more space
+  const showRight = spaceRight >= SUBMENU_WIDTH || spaceRight >= spaceLeft;
+
+  return showRight ? 'left-full' : 'right-full';
+});
+
+// Computed style for selection menu positioning (only dynamic top offset)
+const selectionMenuStyle = computed(() => {
+  // Dynamically calculate offset based on actual menu height + 10px gap
+  const dynamicOffset = menuHeight.value > 0 ? menuHeight.value + 10 : 60;
+
+  return {
+    top: `calc(var(--selection-top) - ${dynamicOffset}px)`,
+  };
+});
+
+const handleMenuItemClick = item => {
+  // For items with submenus, do nothing on click (hover will show submenu)
+  if (!item.subMenuItems) {
+    emit('executeCopilotAction', item.key);
+  }
+};
+
+const handleSubMenuItemClick = (parentItem, subItem) => {
+  emit('executeCopilotAction', subItem.key);
+};
+</script>
+
+<template>
+  <DropdownBody
+    ref="menuRef"
+    class="min-w-56 [&>ul]:gap-3 z-50 [&>ul]:px-4 [&>ul]:py-3.5"
+    :class="{ 'selection-menu': hasSelection }"
+    :style="hasSelection ? selectionMenuStyle : {}"
+  >
+    <div v-if="menuItems.length > 0" class="flex flex-col items-start gap-2.5">
+      <div
+        v-for="item in menuItems"
+        :key="item.key"
+        class="w-full relative group/submenu"
+      >
+        <Button
+          :label="item.label"
+          :icon="item.icon"
+          slate
+          link
+          sm
+          class="hover:!no-underline text-n-slate-12 font-normal text-xs w-full !justify-start"
+          @click="handleMenuItemClick(item)"
+        >
+          <template v-if="item.subMenuItems" #default>
+            <div class="flex items-center gap-1 justify-between w-full">
+              <span class="min-w-0 truncate">{{ item.label }}</span>
+              <Icon
+                icon="i-lucide-chevron-right"
+                class="text-n-slate-10 size-3"
+              />
+            </div>
+          </template>
+        </Button>
+
+        <!-- Hover Submenu -->
+        <DropdownBody
+          v-if="item.subMenuItems"
+          class="group-hover/submenu:block hidden [&>ul]:gap-2 [&>ul]:px-3 [&>ul]:py-2.5 [&>ul]:dark:!border-n-strong max-h-[15rem] min-w-32 z-10 top-0"
+          :class="submenuPosition"
+        >
+          <Button
+            v-for="subItem in item.subMenuItems"
+            :key="subItem.key + subItem.label"
+            :label="subItem.label"
+            slate
+            link
+            sm
+            class="hover:!no-underline text-n-slate-12 font-normal text-xs w-full !justify-start mb-1"
+            @click="handleSubMenuItemClick(item, subItem)"
+          />
+        </DropdownBody>
+      </div>
+    </div>
+
+    <div v-if="menuItems.length > 0" class="h-px w-full bg-n-strong" />
+
+    <div class="flex flex-col items-start gap-3">
+      <Button
+        v-for="(item, index) in generalMenuItems"
+        :key="index"
+        :label="item.label"
+        :icon="item.icon"
+        slate
+        link
+        sm
+        class="hover:!no-underline text-n-slate-12 font-normal text-xs w-full !justify-start"
+        @click="handleMenuItemClick(item)"
+      />
+    </div>
+  </DropdownBody>
+</template>
+
+<style scoped lang="scss">
+.selection-menu {
+  position: absolute !important;
+
+  // Default/LTR: position from left
+  left: var(--selection-left);
+
+  // RTL: position from right instead
+  [dir='rtl'] & {
+    left: auto;
+    right: var(--selection-right);
+  }
+}
+</style>

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

@@ -0,0 +1,51 @@
+<script setup>
+import { computed } from 'vue';
+import NextButton from 'dashboard/components-next/button/Button.vue';
+import { useI18n } from 'vue-i18n';
+import { useKbd } from 'dashboard/composables/utils/useKbd';
+
+defineProps({
+  isGeneratingContent: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits(['submit', 'cancel']);
+const { t } = useI18n();
+const handleCancel = () => {
+  emit('cancel');
+};
+
+const shortcutKey = useKbd(['$mod', '+', 'enter']);
+
+const acceptLabel = computed(() => {
+  return `${t('GENERAL.ACCEPT')}  (${shortcutKey.value})`;
+});
+
+const handleSubmit = () => {
+  emit('submit');
+};
+</script>
+
+<template>
+  <div class="flex justify-between items-center p-3 pt-0">
+    <NextButton
+      :label="t('GENERAL.DISCARD')"
+      slate
+      link
+      class="!px-1 hover:!no-underline"
+      sm
+      :disabled="isGeneratingContent"
+      @click="handleCancel"
+    />
+    <NextButton
+      :label="acceptLabel"
+      class="bg-n-iris-9 text-white"
+      solid
+      sm
+      :disabled="isGeneratingContent"
+      @click="handleSubmit"
+    />
+  </div>
+</template>

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

@@ -16,13 +16,16 @@ import KeyboardEmojiSelector from './keyboardEmojiSelector.vue';
 import TagAgents from '../conversation/TagAgents.vue';
 import VariableList from '../conversation/VariableList.vue';
 import TagTools from '../conversation/TagTools.vue';
+import CopilotMenuBar from './CopilotMenuBar.vue';
 
 import { useEmitter } from 'dashboard/composables/emitter';
 import { useI18n } from 'vue-i18n';
+import { useCaptain } from 'dashboard/composables/useCaptain';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
 import { useTrack } from 'dashboard/composables';
 import { useUISettings } from 'dashboard/composables/useUISettings';
 import { useAlert } from 'dashboard/composables';
+import { vOnClickOutside } from '@vueuse/components';
 
 import { BUS_EVENTS } from 'shared/constants/busEvents';
 import { CONVERSATION_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
@@ -100,13 +103,16 @@ const emit = defineEmits([
   'focus',
   'input',
   'update:modelValue',
+  'executeCopilotAction',
 ]);
 
 const { t } = useI18n();
+const { captainTasksEnabled } = useCaptain();
 
 const TYPING_INDICATOR_IDLE_TIME = 4000;
 const MAXIMUM_FILE_UPLOAD_SIZE = 4; // in MB
 const DEFAULT_FORMATTING = 'Context::Default';
+const PRIVATE_NOTE_FORMATTING = 'Context::PrivateNote';
 
 const effectiveChannelType = computed(() =>
   getEffectiveChannelType(props.channelType, props.medium)
@@ -116,17 +122,24 @@ const editorSchema = computed(() => {
   if (!props.channelType) return messageSchema;
 
   const formatType = props.isPrivate
-    ? DEFAULT_FORMATTING
+    ? PRIVATE_NOTE_FORMATTING
     : effectiveChannelType.value;
-  const formatting = getFormattingForEditor(formatType);
+  const formatting = getFormattingForEditor(
+    formatType,
+    captainTasksEnabled.value
+  );
   return buildMessageSchema(formatting.marks, formatting.nodes);
 });
 
 const editorMenuOptions = computed(() => {
   const formatType = props.isPrivate
-    ? DEFAULT_FORMATTING
+    ? PRIVATE_NOTE_FORMATTING
     : effectiveChannelType.value || DEFAULT_FORMATTING;
-  const formatting = getFormattingForEditor(formatType);
+  const formatting = getFormattingForEditor(
+    formatType,
+    captainTasksEnabled.value
+  );
+
   return formatting.menu;
 });
 
@@ -185,6 +198,21 @@ const editorRoot = useTemplateRef('editorRoot');
 const imageUpload = useTemplateRef('imageUpload');
 const editor = useTemplateRef('editor');
 
+const handleCopilotAction = actionKey => {
+  if (actionKey === 'improve_selection' && editorView?.state) {
+    const { from, to } = editorView.state.selection;
+    const selectedText = editorView.state.doc.textBetween(from, to).trim();
+
+    if (from !== to && selectedText) {
+      emit('executeCopilotAction', 'improve', selectedText);
+    }
+  } else {
+    emit('executeCopilotAction', actionKey);
+  }
+
+  showSelectionMenu.value = false;
+};
+
 const contentFromEditor = () => {
   return MessageMarkdownSerializer.serialize(editorView.state.doc);
 };
@@ -367,13 +395,23 @@ function openFileBrowser() {
   imageUpload.value.click();
 }
 
+function handleCopilotClick() {
+  showSelectionMenu.value = !showSelectionMenu.value;
+}
+
+function handleClickOutside(event) {
+  // Check if the clicked element or its parents have the ignored class
+  if (event.target.closest('.ProseMirror-copilot')) return;
+  showSelectionMenu.value = false;
+}
+
 function reloadState(content = props.modelValue) {
   const unrefContent = unref(content);
   state = createState(
     unrefContent,
     props.placeholder,
     plugins.value,
-    { onImageUpload: openFileBrowser },
+    { onImageUpload: openFileBrowser, onCopilotClick: handleCopilotClick },
     editorMenuOptions.value
   );
 
@@ -595,7 +633,12 @@ function insertContentIntoEditor(content, defaultFrom = 0) {
   const from = defaultFrom || editorView.state.selection.from || 0;
   // Use the editor's current schema to ensure compatibility with buildMessageSchema
   const currentSchema = editorView.state.schema;
-  let node = new MessageMarkdownTransformer(currentSchema).parse(content);
+  // Strip unsupported formatting before parsing to ensure content can be inserted
+  // into channels that don't support certain markdown features (e.g., API channels)
+  const sanitizedContent = stripUnsupportedFormatting(content, currentSchema);
+  let node = new MessageMarkdownTransformer(currentSchema).parse(
+    sanitizedContent
+  );
 
   insertNodeIntoEditor(node, from, undefined);
 }
@@ -757,7 +800,7 @@ onMounted(() => {
     props.modelValue,
     props.placeholder,
     plugins.value,
-    { onImageUpload: openFileBrowser },
+    { onImageUpload: openFileBrowser, onCopilotClick: handleCopilotClick },
     editorMenuOptions.value
   );
 
@@ -802,6 +845,14 @@ useEmitter(BUS_EVENTS.INSERT_INTO_RICH_EDITOR, insertContentIntoEditor);
       :search-key="toolSearchKey"
       @select-tool="content => insertSpecialContent('tool', content)"
     />
+    <CopilotMenuBar
+      v-if="showSelectionMenu"
+      v-on-click-outside="handleClickOutside"
+      :has-selection="isTextSelected"
+      :show-selection-menu="showSelectionMenu"
+      :show-general-menu="false"
+      @execute-copilot-action="handleCopilotAction"
+    />
     <input
       ref="imageUpload"
       type="file"
@@ -855,6 +906,10 @@ useEmitter(BUS_EVENTS.INSERT_INTO_RICH_EDITOR, insertContentIntoEditor);
           @apply size-full;
         }
       }
+
+      .ProseMirror-copilot svg {
+        @apply fill-n-violet-9 text-n-violet-9 stroke-none;
+      }
     }
   }
 
@@ -994,6 +1049,10 @@ useEmitter(BUS_EVENTS.INSERT_INTO_RICH_EDITOR, insertContentIntoEditor);
         .ProseMirror-icon {
           @apply p-0.5 flex-shrink-0;
         }
+
+        .ProseMirror-copilot svg {
+          @apply fill-n-violet-9 text-n-violet-9 stroke-none;
+        }
       }
 
       .ProseMirror-menu-active {

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

@@ -12,6 +12,10 @@ const props = defineProps({
     type: Boolean,
     default: false,
   },
+  isReplyRestricted: {
+    type: Boolean,
+    default: false,
+  },
 });
 
 defineEmits(['toggleMode']);
@@ -24,11 +28,17 @@ const privateModeSize = useElementSize(wootEditorPrivateMode);
 
 /**
  * Computed boolean indicating if the editor is in private note mode
- * When disabled, always show NOTE mode regardless of actual mode prop
+ * When isReplyRestricted is true, force switch to private note
+ * Otherwise, respect the current mode prop
  * @type {ComputedRef<boolean>}
  */
 const isPrivate = computed(() => {
-  return props.disabled || props.mode === REPLY_EDITOR_MODES.NOTE;
+  if (props.isReplyRestricted) {
+    // Force switch to private note when replies are restricted
+    return true;
+  }
+  // Otherwise respect the current mode
+  return props.mode === REPLY_EDITOR_MODES.NOTE;
 });
 
 /**
@@ -60,9 +70,9 @@ const translateValue = computed(() => {
 <template>
   <button
     class="flex items-center w-auto h-8 p-1 transition-all border rounded-full bg-n-alpha-2 group relative duration-300 ease-in-out z-0 active:scale-[0.995] active:duration-75"
-    :disabled="disabled"
+    :disabled="disabled || isReplyRestricted"
     :class="{
-      'cursor-not-allowed': disabled,
+      'cursor-not-allowed': disabled || isReplyRestricted,
     }"
     @click="$emit('toggleMode')"
   >
@@ -75,7 +85,7 @@ const translateValue = computed(() => {
     <div
       class="absolute shadow-sm rounded-full h-6 w-[var(--chip-width)] ease-in-out translate-x-[var(--translate-x)] rtl:translate-x-[var(--rtl-translate-x)] bg-n-solid-1"
       :class="{
-        'transition-all duration-300': !disabled,
+        'transition-all duration-300': !disabled && !isReplyRestricted,
       }"
       :style="{
         '--chip-width': width,

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

@@ -9,14 +9,13 @@ import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 import { getAllowedFileTypesByChannel } from '@chatwoot/utils';
 import { ALLOWED_FILE_TYPES } from 'shared/constants/messages';
 import VideoCallButton from '../VideoCallButton.vue';
-import AIAssistanceButton from '../AIAssistanceButton.vue';
 import { INBOX_TYPES } from 'dashboard/helper/inbox';
 import { mapGetters } from 'vuex';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 
 export default {
   name: 'ReplyBottomPanel',
-  components: { NextButton, FileUpload, VideoCallButton, AIAssistanceButton },
+  components: { NextButton, FileUpload, VideoCallButton },
   mixins: [inboxMixin],
   props: {
     isNote: {
@@ -98,6 +97,7 @@ export default {
       type: Number,
       required: true,
     },
+    // eslint-disable-next-line vue/no-unused-properties
     message: {
       type: String,
       default: '',
@@ -370,13 +370,6 @@ export default {
         v-if="(isAWebWidgetInbox || isAPIInbox) && !isOnPrivateNote"
         :conversation-id="conversationId"
       />
-      <AIAssistanceButton
-        v-if="!isFetchingAppIntegrations"
-        :conversation-id="conversationId"
-        :is-private-note="isOnPrivateNote"
-        :message="message"
-        @replace-text="replaceText"
-      />
       <transition name="modal-fade">
         <div
           v-show="uploadRef && uploadRef.dropActive"

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

@@ -1,14 +1,22 @@
 <script>
+import { ref } from 'vue';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
+import { useCaptain } from 'dashboard/composables/useCaptain';
+import { vOnClickOutside } from '@vueuse/components';
 import { REPLY_EDITOR_MODES, CHAR_LENGTH_WARNING } from './constants';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 import EditorModeToggle from './EditorModeToggle.vue';
+import CopilotMenuBar from './CopilotMenuBar.vue';
 
 export default {
   name: 'ReplyTopPanel',
   components: {
     NextButton,
     EditorModeToggle,
+    CopilotMenuBar,
+  },
+  directives: {
+    OnClickOutside: vOnClickOutside,
   },
   props: {
     mode: {
@@ -19,6 +27,10 @@ export default {
       type: Boolean,
       default: false,
     },
+    disabled: {
+      type: Boolean,
+      default: false,
+    },
     isMessageLengthReachingThreshold: {
       type: Boolean,
       default: () => false,
@@ -28,7 +40,7 @@ export default {
       default: () => 0,
     },
   },
-  emits: ['setReplyMode', 'togglePopout'],
+  emits: ['setReplyMode', 'togglePopout', 'executeCopilotAction'],
   setup(props, { emit }) {
     const setReplyMode = mode => {
       emit('setReplyMode', mode);
@@ -47,6 +59,23 @@ export default {
           : REPLY_EDITOR_MODES.REPLY;
       setReplyMode(newMode);
     };
+
+    const { captainTasksEnabled } = useCaptain();
+    const showCopilotMenu = ref(false);
+
+    const handleCopilotAction = actionKey => {
+      emit('executeCopilotAction', actionKey);
+      showCopilotMenu.value = false;
+    };
+
+    const toggleCopilotMenu = () => {
+      showCopilotMenu.value = !showCopilotMenu.value;
+    };
+
+    const handleClickOutside = () => {
+      showCopilotMenu.value = false;
+    };
+
     const keyboardEvents = {
       'Alt+KeyP': {
         action: () => handleNoteClick(),
@@ -64,6 +93,11 @@ export default {
       handleReplyClick,
       handleNoteClick,
       REPLY_EDITOR_MODES,
+      captainTasksEnabled,
+      handleCopilotAction,
+      showCopilotMenu,
+      toggleCopilotMenu,
+      handleClickOutside,
     };
   },
   computed: {
@@ -90,11 +124,13 @@ export default {
 </script>
 
 <template>
-  <div class="flex justify-between h-[3.25rem] gap-2 ltr:pl-3 rtl:pr-3">
+  <div
+    class="flex justify-between gap-2 h-[3.25rem] items-center ltr:pl-3 ltr:pr-2 rtl:pr-3 rtl:pl-2"
+  >
     <EditorModeToggle
       :mode="mode"
-      :disabled="isReplyRestricted"
-      class="mt-3"
+      :disabled="disabled"
+      :is-reply-restricted="isReplyRestricted"
       @toggle-mode="handleModeToggle"
     />
     <div class="flex items-center mx-4 my-0">
@@ -104,11 +140,34 @@ export default {
         </span>
       </div>
     </div>
-    <NextButton
-      ghost
-      class="ltr:rounded-bl-md rtl:rounded-br-md ltr:rounded-br-none rtl:rounded-bl-none ltr:rounded-tl-none rtl:rounded-tr-none text-n-slate-11 ltr:rounded-tr-[11px] rtl:rounded-tl-[11px]"
-      icon="i-lucide-maximize-2"
-      @click="$emit('togglePopout')"
-    />
+    <div v-if="captainTasksEnabled" class="flex items-center gap-2">
+      <div class="relative">
+        <NextButton
+          ghost
+          :disabled="disabled"
+          :class="{
+            'text-n-violet-9 hover:enabled:!bg-n-violet-3': !showCopilotMenu,
+            'text-n-violet-9 bg-n-violet-3': showCopilotMenu,
+          }"
+          sm
+          icon="i-ph-sparkle-fill"
+          @click="toggleCopilotMenu"
+        />
+        <CopilotMenuBar
+          v-if="showCopilotMenu"
+          v-on-click-outside="handleClickOutside"
+          :has-selection="false"
+          class="ltr:right-0 rtl:left-0 bottom-full mb-2"
+          @execute-copilot-action="handleCopilotAction"
+        />
+      </div>
+      <NextButton
+        ghost
+        class="text-n-slate-11"
+        sm
+        icon="i-lucide-maximize-2"
+        @click="$emit('togglePopout')"
+      />
+    </div>
   </div>
 </template>

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

@@ -0,0 +1,99 @@
+<script setup>
+import { ref } from 'vue';
+import CopilotEditor from 'dashboard/components/widgets/WootWriter/CopilotEditor.vue';
+import CaptainLoader from 'dashboard/components/widgets/conversation/copilot/CaptainLoader.vue';
+
+defineProps({
+  showCopilotEditor: {
+    type: Boolean,
+    default: false,
+  },
+  isGeneratingContent: {
+    type: Boolean,
+    default: false,
+  },
+  generatedContent: {
+    type: String,
+    default: '',
+  },
+  isPopout: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits([
+  'focus',
+  'blur',
+  'clearSelection',
+  'contentReady',
+  'send',
+]);
+
+const copilotEditorContent = ref('');
+
+const onFocus = () => {
+  emit('focus');
+};
+
+const onBlur = () => {
+  emit('blur');
+};
+
+const clearEditorSelection = () => {
+  emit('clearSelection');
+};
+
+const onSend = () => {
+  emit('send', copilotEditorContent.value);
+  copilotEditorContent.value = '';
+};
+</script>
+
+<template>
+  <Transition
+    mode="out-in"
+    enter-active-class="transition-all duration-300 ease-out"
+    enter-from-class="opacity-0 translate-y-2 scale-[0.98]"
+    enter-to-class="opacity-100 translate-y-0 scale-100"
+    leave-active-class="transition-all duration-200 ease-in"
+    leave-from-class="opacity-100 translate-y-0 scale-100"
+    leave-to-class="opacity-0 translate-y-2 scale-[0.98]"
+    @after-enter="emit('contentReady')"
+  >
+    <CopilotEditor
+      v-if="showCopilotEditor && !isGeneratingContent"
+      key="copilot-editor"
+      v-model="copilotEditorContent"
+      class="copilot-editor"
+      :generated-content="generatedContent"
+      :min-height="4"
+      :enabled-menu-options="[]"
+      :is-popout="isPopout"
+      @focus="onFocus"
+      @blur="onBlur"
+      @clear-selection="clearEditorSelection"
+      @send="onSend"
+    />
+    <div
+      v-else-if="isGeneratingContent"
+      key="loading-state"
+      class="bg-n-iris-5 rounded min-h-16 w-full mb-4 p-4 flex items-start"
+    >
+      <div class="flex items-center gap-2">
+        <CaptainLoader class="text-n-iris-10 size-4" />
+        <span class="text-sm text-n-iris-10">
+          {{ $t('CONVERSATION.REPLYBOX.COPILOT_THINKING') }}
+        </span>
+      </div>
+    </div>
+  </Transition>
+</template>
+
+<style lang="scss">
+.copilot-editor {
+  .ProseMirror-menubar {
+    display: none;
+  }
+}
+</style>

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

@@ -11,7 +11,7 @@ const openProfileSettings = () => {
 
 <template>
   <div
-    class="my-0 mx-4 px-1 flex max-h-[8vh] items-baseline justify-between hover:bg-n-slate-1 border border-dashed border-n-weak rounded-sm overflow-auto"
+    class="my-0 px-1 flex max-h-[8vh] items-baseline justify-between hover:bg-n-slate-1 border border-dashed border-n-weak rounded-sm overflow-auto"
   >
     <p class="w-fit !m-0">
       {{ $t('CONVERSATION.FOOTER.MESSAGE_SIGNATURE_NOT_CONFIGURED') }}

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

@@ -1,9 +1,8 @@
 <script>
 import { ref, provide } from 'vue';
 // composable
-import { useConfig } from 'dashboard/composables/useConfig';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
-import { useAI } from 'dashboard/composables/useAI';
+import { useCaptain } from 'dashboard/composables/useCaptain';
 import { useSnakeCase } from 'dashboard/composables/useTransformKeys';
 
 // components
@@ -49,7 +48,6 @@ export default {
   setup() {
     const isPopOutReplyBox = ref(false);
     const conversationPanelRef = ref(null);
-    const { isEnterprise } = useConfig();
 
     const keyboardEvents = {
       Escape: {
@@ -61,22 +59,14 @@ export default {
 
     useKeyboardEvents(keyboardEvents);
 
-    const {
-      isAIIntegrationEnabled,
-      isLabelSuggestionFeatureEnabled,
-      fetchIntegrationsIfRequired,
-      fetchLabelSuggestions,
-    } = useAI();
+    const { captainTasksEnabled, getLabelSuggestions } = useCaptain();
 
     provide('contextMenuElementTarget', conversationPanelRef);
 
     return {
-      isEnterprise,
       isPopOutReplyBox,
-      isAIIntegrationEnabled,
-      isLabelSuggestionFeatureEnabled,
-      fetchIntegrationsIfRequired,
-      fetchLabelSuggestions,
+      captainTasksEnabled,
+      getLabelSuggestions,
       conversationPanelRef,
     };
   },
@@ -104,10 +94,7 @@ export default {
     },
     shouldShowLabelSuggestions() {
       return (
-        this.isOpen &&
-        this.isEnterprise &&
-        this.isAIIntegrationEnabled &&
-        !this.messageSentSinceOpened
+        this.isOpen && this.captainTasksEnabled && !this.messageSentSinceOpened
       );
     },
     inboxId() {
@@ -291,24 +278,15 @@ export default {
         return;
       }
 
-      if (!this.isEnterprise) {
-        return;
-      }
-
       // Early exit if conversation already has labels - no need to suggest more
       const existingLabels = this.currentChat?.labels || [];
       if (existingLabels.length > 0) return;
 
-      // method available in mixin, need to ensure that integrations are present
-      await this.fetchIntegrationsIfRequired();
-
-      if (!this.isLabelSuggestionFeatureEnabled) {
+      if (!this.captainTasksEnabled) {
         return;
       }
 
-      this.labelSuggestions = await this.fetchLabelSuggestions({
-        conversationId: this.currentChat.id,
-      });
+      this.labelSuggestions = await this.getLabelSuggestions();
 
       // once the labels are fetched, we need to scroll to bottom
       // but we need to wait for the DOM to be updated

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

@@ -12,7 +12,9 @@ import AttachmentPreview from 'dashboard/components/widgets/AttachmentsPreview.v
 import ReplyTopPanel from 'dashboard/components/widgets/WootWriter/ReplyTopPanel.vue';
 import ReplyEmailHead from './ReplyEmailHead.vue';
 import ReplyBottomPanel from 'dashboard/components/widgets/WootWriter/ReplyBottomPanel.vue';
+import CopilotReplyBottomPanel from 'dashboard/components/widgets/WootWriter/CopilotReplyBottomPanel.vue';
 import ArticleSearchPopover from 'dashboard/routes/dashboard/helpcenter/components/ArticleSearch/SearchPopover.vue';
+import CopilotEditorSection from './CopilotEditorSection.vue';
 import MessageSignatureMissingAlert from './MessageSignatureMissingAlert.vue';
 import ReplyBoxBanner from './ReplyBoxBanner.vue';
 import QuotedEmailPreview from './QuotedEmailPreview.vue';
@@ -21,6 +23,7 @@ import WootMessageEditor from 'dashboard/components/widgets/WootWriter/Editor.vu
 import AudioRecorder from 'dashboard/components/widgets/WootWriter/AudioRecorder.vue';
 import { AUDIO_FORMATS } from 'shared/constants/messages';
 import { BUS_EVENTS } from 'shared/constants/busEvents';
+import { CMD_AI_ASSIST } from 'dashboard/helper/commandbar/events';
 import {
   getMessageVariables,
   getUndefinedVariablesInMessage,
@@ -45,6 +48,8 @@ import {
   removeSignature,
   getEffectiveChannelType,
 } from 'dashboard/helper/editorHelper';
+import { useCopilotReply } from 'dashboard/composables/useCopilotReply';
+import { useKbd } from 'dashboard/composables/utils/useKbd';
 import { isFileTypeAllowedForChannel } from 'shared/helpers/FileHelper';
 
 import { LOCAL_STORAGE_KEYS } from 'dashboard/constants/localStorage';
@@ -70,6 +75,8 @@ export default {
     WhatsappTemplates,
     WootMessageEditor,
     QuotedEmailPreview,
+    CopilotEditorSection,
+    CopilotReplyBottomPanel,
   },
   mixins: [inboxMixin, fileUploadMixin, keyboardEventListenerMixins],
   props: {
@@ -89,6 +96,8 @@ export default {
     } = useUISettings();
 
     const replyEditor = useTemplateRef('replyEditor');
+    const copilot = useCopilotReply();
+    const shortcutKey = useKbd(['$mod', '+', 'enter']);
 
     return {
       uiSettings,
@@ -97,6 +106,8 @@ export default {
       setQuotedReplyFlagForInbox,
       fetchQuotedReplyFlagFromUISettings,
       replyEditor,
+      copilot,
+      shortcutKey,
     };
   },
   data() {
@@ -267,7 +278,7 @@ export default {
         sendMessageText = this.$t('CONVERSATION.REPLYBOX.CREATE');
       }
       const keyLabel = this.isEditorHotKeyEnabled('cmd_enter')
-        ? '(⌘ + ↵)'
+        ? `(${this.shortcutKey})`
         : '(↵)';
       return `${sendMessageText} ${keyLabel}`;
     },
@@ -400,6 +411,9 @@ export default {
         !!this.quotedEmailText
       );
     },
+    isDefaultEditorMode() {
+      return !this.showAudioRecorderEditor && !this.copilot.isActive.value;
+    },
   },
   watch: {
     currentChat(conversation, oldConversation) {
@@ -409,6 +423,8 @@ export default {
         // This prevents overwriting user input (e.g., CC/BCC fields) when performing actions
         // like self-assign or other updates that do not actually change the conversation context
         this.setCCAndToEmailsFromLastChat();
+        // Reset Copilot editor state (includes cancelling ongoing generation)
+        this.copilot.reset();
       }
 
       if (this.isOnPrivateNote) {
@@ -478,6 +494,7 @@ export default {
       this.onNewConversationModalActive
     );
     emitter.on(BUS_EVENTS.INSERT_INTO_NORMAL_EDITOR, this.addIntoEditor);
+    emitter.on(CMD_AI_ASSIST, this.executeCopilotAction);
   },
   unmounted() {
     document.removeEventListener('paste', this.onPaste);
@@ -488,6 +505,7 @@ export default {
       BUS_EVENTS.NEW_CONVERSATION_MODAL,
       this.onNewConversationModalActive
     );
+    emitter.off(CMD_AI_ASSIST, this.executeCopilotAction);
   },
   methods: {
     handleInsert(article) {
@@ -613,7 +631,9 @@ export default {
         },
         '$mod+Enter': {
           action: () => {
-            if (this.isAValidEvent('cmd_enter')) {
+            if (this.copilot.isActive.value && this.isFocused) {
+              this.onSubmitCopilotReply();
+            } else if (this.isAValidEvent('cmd_enter')) {
               this.onSendReply();
             }
           },
@@ -830,6 +850,9 @@ export default {
       this.updateEditorSelectionWith = content;
       this.onFocus();
     },
+    executeCopilotAction(action, data) {
+      this.copilot.execute(action, data);
+    },
     clearMessage() {
       this.message = '';
       if (this.sendWithSignature && !this.isPrivate) {
@@ -1095,6 +1118,9 @@ export default {
     togglePopout() {
       this.$emit('update:popOutReplyBox', !this.popOutReplyBox);
     },
+    onSubmitCopilotReply() {
+      this.message = this.copilot.accept();
+    },
   },
 };
 </script>
@@ -1105,11 +1131,17 @@ export default {
     <ReplyTopPanel
       :mode="replyType"
       :is-reply-restricted="isReplyRestricted"
+      :disabled="
+        (copilot.isActive.value && copilot.isButtonDisabled.value) ||
+        showAudioRecorderEditor
+      "
       :is-message-length-reaching-threshold="isMessageLengthReachingThreshold"
       :characters-remaining="charactersRemaining"
       :popout-reply-box="popOutReplyBox"
       @set-reply-mode="setReplyMode"
       @toggle-popout="togglePopout"
+      @toggle-copilot="copilot.toggleEditor"
+      @execute-copilot-action="executeCopilotAction"
     />
     <ArticleSearchPopover
       v-if="showArticleSearchPopover && connectedPortalSlug"
@@ -1117,112 +1149,167 @@ export default {
       @insert="handleInsert"
       @close="onSearchPopoverClose"
     />
-    <div class="reply-box__top">
-      <ReplyToMessage
-        v-if="shouldShowReplyToMessage"
-        :message="inReplyTo"
-        @dismiss="resetReplyToMessage"
-      />
-      <EmojiInput
-        v-if="showEmojiPicker"
-        v-on-clickaway="hideEmojiPicker"
-        :class="{
-          'emoji-dialog--expanded': isOnExpandedLayout || popOutReplyBox,
-        }"
-        :on-click="addIntoEditor"
-      />
-      <ReplyEmailHead
-        v-if="showReplyHead"
-        v-model:cc-emails="ccEmails"
-        v-model:bcc-emails="bccEmails"
-        v-model:to-emails="toEmails"
-      />
-      <AudioRecorder
-        v-if="showAudioRecorderEditor"
-        ref="audioRecorderInput"
-        :audio-record-format="audioRecordFormat"
-        @recorder-progress-changed="onRecordProgressChanged"
-        @finish-record="onFinishRecorder"
-        @play="recordingAudioState = 'playing'"
-        @pause="recordingAudioState = 'paused'"
-      />
-      <WootMessageEditor
-        v-model="message"
-        :editor-id="editorStateId"
-        class="input popover-prosemirror-menu"
-        :is-private="isOnPrivateNote"
-        :placeholder="messagePlaceHolder"
-        :update-selection-with="updateEditorSelectionWith"
-        :min-height="4"
-        enable-variables
-        :variables="messageVariables"
-        :signature="messageSignature"
-        allow-signature
-        :channel-type="channelType"
-        :medium="inbox.medium"
-        @typing-off="onTypingOff"
-        @typing-on="onTypingOn"
-        @focus="onFocus"
-        @blur="onBlur"
-        @toggle-user-mention="toggleUserMention"
-        @toggle-canned-menu="toggleCannedMenu"
-        @toggle-variables-menu="toggleVariablesMenu"
-        @clear-selection="clearEditorSelection"
-      />
-      <QuotedEmailPreview
-        v-if="shouldShowQuotedPreview"
-        :quoted-email-text="quotedEmailText"
-        :preview-text="quotedEmailPreviewText"
-        @toggle="toggleQuotedReply"
-      />
-    </div>
-    <div
-      v-if="hasAttachments && !showAudioRecorderEditor"
-      class="attachment-preview-box"
-      @paste="onPaste"
+    <Transition
+      mode="out-in"
+      enter-active-class="transition-all duration-300 ease-out"
+      enter-from-class="opacity-0 translate-y-2 scale-[0.98]"
+      enter-to-class="opacity-100 translate-y-0 scale-100"
+      leave-active-class="transition-all duration-200 ease-in"
+      leave-from-class="opacity-100 translate-y-0 scale-100"
+      leave-to-class="opacity-0 translate-y-2 scale-[0.98]"
     >
-      <AttachmentPreview
-        class="flex-col mt-4"
-        :attachments="attachedFiles"
-        @remove-attachment="removeAttachment"
+      <div :key="copilot.editorTransitionKey.value" class="reply-box__top">
+        <ReplyToMessage
+          v-if="shouldShowReplyToMessage"
+          :message="inReplyTo"
+          @dismiss="resetReplyToMessage"
+        />
+        <EmojiInput
+          v-if="showEmojiPicker"
+          v-on-clickaway="hideEmojiPicker"
+          :class="{
+            'emoji-dialog--expanded': isOnExpandedLayout || popOutReplyBox,
+          }"
+          :on-click="addIntoEditor"
+        />
+        <ReplyEmailHead
+          v-if="showReplyHead && isDefaultEditorMode"
+          v-model:cc-emails="ccEmails"
+          v-model:bcc-emails="bccEmails"
+          v-model:to-emails="toEmails"
+        />
+        <AudioRecorder
+          v-if="showAudioRecorderEditor"
+          ref="audioRecorderInput"
+          :audio-record-format="audioRecordFormat"
+          @recorder-progress-changed="onRecordProgressChanged"
+          @finish-record="onFinishRecorder"
+          @play="recordingAudioState = 'playing'"
+          @pause="recordingAudioState = 'paused'"
+        />
+        <CopilotEditorSection
+          v-if="copilot.isActive.value && !showAudioRecorderEditor"
+          :show-copilot-editor="copilot.showEditor.value"
+          :is-generating-content="copilot.isGenerating.value"
+          :generated-content="copilot.generatedContent.value"
+          :is-popout="popOutReplyBox"
+          :placeholder="$t('CONVERSATION.FOOTER.COPILOT_MSG_INPUT')"
+          @focus="onFocus"
+          @blur="onBlur"
+          @clear-selection="clearEditorSelection"
+          @close="copilot.showEditor.value = false"
+          @content-ready="copilot.setContentReady"
+          @send="copilot.sendFollowUp"
+        />
+        <WootMessageEditor
+          v-else-if="!showAudioRecorderEditor"
+          v-model="message"
+          :editor-id="editorStateId"
+          class="input popover-prosemirror-menu"
+          :is-private="isOnPrivateNote"
+          :placeholder="messagePlaceHolder"
+          :update-selection-with="updateEditorSelectionWith"
+          :min-height="4"
+          enable-variables
+          :variables="messageVariables"
+          :signature="messageSignature"
+          allow-signature
+          :channel-type="channelType"
+          :medium="inbox.medium"
+          @typing-off="onTypingOff"
+          @typing-on="onTypingOn"
+          @focus="onFocus"
+          @blur="onBlur"
+          @toggle-user-mention="toggleUserMention"
+          @toggle-canned-menu="toggleCannedMenu"
+          @toggle-variables-menu="toggleVariablesMenu"
+          @clear-selection="clearEditorSelection"
+          @execute-copilot-action="executeCopilotAction"
+        />
+
+        <QuotedEmailPreview
+          v-if="shouldShowQuotedPreview && isDefaultEditorMode"
+          :quoted-email-text="quotedEmailText"
+          :preview-text="quotedEmailPreviewText"
+          class="mb-2"
+          @toggle="toggleQuotedReply"
+        />
+
+        <div
+          v-if="hasAttachments && isDefaultEditorMode"
+          class="bg-transparent py-0 mb-2"
+          @paste="onPaste"
+        >
+          <AttachmentPreview
+            class="mt-2"
+            :attachments="attachedFiles"
+            @remove-attachment="removeAttachment"
+          />
+        </div>
+        <MessageSignatureMissingAlert
+          v-if="
+            isSignatureEnabledForInbox &&
+            !isSignatureAvailable &&
+            isDefaultEditorMode
+          "
+          class="mb-2"
+        />
+      </div>
+    </Transition>
+
+    <Transition
+      mode="out-in"
+      enter-active-class="transition-all duration-300 ease-out"
+      enter-from-class="opacity-0 translate-y-2 scale-[0.98]"
+      enter-to-class="opacity-100 translate-y-0 scale-100"
+      leave-active-class="transition-all duration-200 ease-in"
+      leave-from-class="opacity-100 translate-y-0 scale-100"
+      leave-to-class="opacity-0 translate-y-2 scale-[0.98]"
+    >
+      <CopilotReplyBottomPanel
+        v-if="copilot.isActive.value"
+        key="copilot-bottom-panel"
+        :is-generating-content="copilot.isButtonDisabled.value"
+        @submit="onSubmitCopilotReply"
+        @cancel="copilot.toggleEditor"
       />
-    </div>
-    <MessageSignatureMissingAlert
-      v-if="isSignatureEnabledForInbox && !isSignatureAvailable"
-    />
-    <ReplyBottomPanel
-      :conversation-id="conversationId"
-      :enable-multiple-file-upload="enableMultipleFileUpload"
-      :enable-whats-app-templates="showWhatsappTemplates"
-      :enable-content-templates="showContentTemplates"
-      :inbox="inbox"
-      :is-on-private-note="isOnPrivateNote"
-      :is-recording-audio="isRecordingAudio"
-      :is-send-disabled="isReplyButtonDisabled"
-      :is-note="isPrivate"
-      :on-file-upload="onFileUpload"
-      :on-send="onSendReply"
-      :conversation-type="conversationType"
-      :recording-audio-duration-text="recordingAudioDurationText"
-      :recording-audio-state="recordingAudioState"
-      :send-button-text="replyButtonLabel"
-      :show-audio-recorder="showAudioRecorder"
-      :show-emoji-picker="showEmojiPicker"
-      :show-file-upload="showFileUpload"
-      :show-quoted-reply-toggle="shouldShowQuotedReplyToggle"
-      :quoted-reply-enabled="quotedReplyPreference"
-      :toggle-audio-recorder-play-pause="toggleAudioRecorderPlayPause"
-      :toggle-audio-recorder="toggleAudioRecorder"
-      :toggle-emoji-picker="toggleEmojiPicker"
-      :message="message"
-      :portal-slug="connectedPortalSlug"
-      :new-conversation-modal-active="newConversationModalActive"
-      @select-whatsapp-template="openWhatsappTemplateModal"
-      @select-content-template="openContentTemplateModal"
-      @replace-text="replaceText"
-      @toggle-insert-article="toggleInsertArticle"
-      @toggle-quoted-reply="toggleQuotedReply"
-    />
+      <ReplyBottomPanel
+        v-else
+        key="reply-bottom-panel"
+        :conversation-id="conversationId"
+        :enable-multiple-file-upload="enableMultipleFileUpload"
+        :enable-whats-app-templates="showWhatsappTemplates"
+        :enable-content-templates="showContentTemplates"
+        :inbox="inbox"
+        :is-on-private-note="isOnPrivateNote"
+        :is-recording-audio="isRecordingAudio"
+        :is-send-disabled="isReplyButtonDisabled"
+        :is-note="isPrivate"
+        :on-file-upload="onFileUpload"
+        :on-send="onSendReply"
+        :conversation-type="conversationType"
+        :recording-audio-duration-text="recordingAudioDurationText"
+        :recording-audio-state="recordingAudioState"
+        :send-button-text="replyButtonLabel"
+        :show-audio-recorder="showAudioRecorder"
+        :show-emoji-picker="showEmojiPicker"
+        :show-file-upload="showFileUpload"
+        :show-quoted-reply-toggle="shouldShowQuotedReplyToggle"
+        :quoted-reply-enabled="quotedReplyPreference"
+        :toggle-audio-recorder-play-pause="toggleAudioRecorderPlayPause"
+        :toggle-audio-recorder="toggleAudioRecorder"
+        :toggle-emoji-picker="toggleEmojiPicker"
+        :message="message"
+        :portal-slug="connectedPortalSlug"
+        :new-conversation-modal-active="newConversationModalActive"
+        @select-whatsapp-template="openWhatsappTemplateModal"
+        @select-content-template="openContentTemplateModal"
+        @replace-text="replaceText"
+        @toggle-insert-article="toggleInsertArticle"
+        @toggle-quoted-reply="toggleQuotedReply"
+      />
+    </Transition>
+
     <WhatsappTemplates
       :inbox-id="inbox.id"
       :show="showWhatsAppTemplatesModal"
@@ -1252,13 +1339,7 @@ export default {
   @apply mb-0;
 }
 
-.attachment-preview-box {
-  @apply bg-transparent py-0 px-4;
-}
-
 .reply-box {
-  transition: height 2s cubic-bezier(0.37, 0, 0.63, 1);
-
   @apply relative mb-2 mx-2 border border-n-weak rounded-xl bg-n-solid-1;
 
   &.is-private {

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

@@ -4,7 +4,7 @@ import NextButton from 'dashboard/components-next/button/Button.vue';
 import Avatar from 'dashboard/components-next/avatar/Avatar.vue';
 
 // composables
-import { useAI } from 'dashboard/composables/useAI';
+import { useCaptain } from 'dashboard/composables/useCaptain';
 import { useTrack } from 'dashboard/composables';
 
 // store & api
@@ -33,9 +33,9 @@ export default {
     },
   },
   setup() {
-    const { isAIIntegrationEnabled } = useAI();
+    const { captainTasksEnabled } = useCaptain();
 
-    return { isAIIntegrationEnabled };
+    return { captainTasksEnabled };
   },
   data() {
     return {
@@ -78,7 +78,7 @@ export default {
     },
     shouldShowSuggestions() {
       if (this.isDismissed) return false;
-      if (!this.isAIIntegrationEnabled) return false;
+      if (!this.captainTasksEnabled) return false;
 
       return this.preparedLabels.length && this.chatLabels.length === 0;
     },

app/javascript/dashboard/components/widgets/conversation/copilot/CaptainLoader.vue

@@ -0,0 +1,33 @@
+<script setup>
+import Icon from 'next/icon/Icon.vue';
+</script>
+
+<template>
+  <Icon v-once icon="i-woot-captain" class="jumping-logo" />
+</template>
+
+<style scoped>
+.jumping-logo {
+  transform-origin: center bottom;
+  animation: jump 1s cubic-bezier(0.28, 0.84, 0.42, 1) infinite;
+  will-change: transform;
+}
+
+@keyframes jump {
+  0% {
+    transform: translateY(0) scale(1, 1);
+  }
+  20% {
+    transform: translateY(0) scale(1.05, 0.95);
+  }
+  50% {
+    transform: translateY(-5px) scale(0.95, 1.05);
+  }
+  80% {
+    transform: translateY(0) scale(1.02, 0.98);
+  }
+  100% {
+    transform: translateY(0) scale(1, 1);
+  }
+}
+</style>

app/javascript/dashboard/composables/commands/spec/useConversationHotKeys.spec.js

@@ -3,7 +3,7 @@ import { useStore, useMapGetter } from 'dashboard/composables/store';
 import { useI18n } from 'vue-i18n';
 import { useRoute } from 'vue-router';
 import { useConversationLabels } from 'dashboard/composables/useConversationLabels';
-import { useAI } from 'dashboard/composables/useAI';
+import { useCaptain } from 'dashboard/composables/useCaptain';
 import { useAgentsList } from 'dashboard/composables/useAgentsList';
 import { REPLY_EDITOR_MODES } from 'dashboard/components/widgets/WootWriter/constants';
 import {
@@ -18,7 +18,7 @@ vi.mock('dashboard/composables/store');
 vi.mock('vue-i18n');
 vi.mock('vue-router');
 vi.mock('dashboard/composables/useConversationLabels');
-vi.mock('dashboard/composables/useAI');
+vi.mock('dashboard/composables/useCaptain');
 vi.mock('dashboard/composables/useAgentsList');
 
 describe('useConversationHotKeys', () => {
@@ -49,7 +49,7 @@ describe('useConversationHotKeys', () => {
       addLabelToConversation: vi.fn(),
       removeLabelFromConversation: vi.fn(),
     });
-    useAI.mockReturnValue({ isAIIntegrationEnabled: { value: true } });
+    useCaptain.mockReturnValue({ captainTasksEnabled: { value: true } });
     useAgentsList.mockReturnValue({
       agentsList: { value: [] },
       assignableAgents: { value: mockAssignableAgents },
@@ -67,7 +67,7 @@ describe('useConversationHotKeys', () => {
     expect(conversationHotKeys.value.length).toBeGreaterThan(0);
   });
 
-  it('should include AI assist actions when AI integration is enabled', () => {
+  it('should include AI assist actions when captain tasks is enabled', () => {
     const { conversationHotKeys } = useConversationHotKeys();
     const aiAssistAction = conversationHotKeys.value.find(
       action => action.id === 'ai_assist'
@@ -75,8 +75,8 @@ describe('useConversationHotKeys', () => {
     expect(aiAssistAction).toBeDefined();
   });
 
-  it('should not include AI assist actions when AI integration is disabled', () => {
-    useAI.mockReturnValue({ isAIIntegrationEnabled: { value: false } });
+  it('should not include AI assist actions when captain tasks is disabled', () => {
+    useCaptain.mockReturnValue({ captainTasksEnabled: { value: false } });
     const { conversationHotKeys } = useConversationHotKeys();
     const aiAssistAction = conversationHotKeys.value.find(
       action => action.id === 'ai_assist'

app/javascript/dashboard/composables/commands/useConversationHotKeys.js

@@ -4,7 +4,7 @@ import { useStore, useMapGetter } from 'dashboard/composables/store';
 import { useRoute } from 'vue-router';
 import { emitter } from 'shared/helpers/mitt';
 import { useConversationLabels } from 'dashboard/composables/useConversationLabels';
-import { useAI } from 'dashboard/composables/useAI';
+import { useCaptain } from 'dashboard/composables/useCaptain';
 import { useAgentsList } from 'dashboard/composables/useAgentsList';
 import { CMD_AI_ASSIST } from 'dashboard/helper/commandbar/events';
 import { REPLY_EDITOR_MODES } from 'dashboard/components/widgets/WootWriter/constants';
@@ -102,8 +102,8 @@ const createNonDraftMessageAIAssistActions = (t, replyMode) => {
 const createDraftMessageAIAssistActions = t => {
   return [
     {
-      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.REPHRASE'),
-      key: 'rephrase',
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.CONFIDENT'),
+      key: 'confident',
       icon: ICON_AI_ASSIST,
     },
     {
@@ -112,28 +112,23 @@ const createDraftMessageAIAssistActions = t => {
       icon: ICON_AI_GRAMMAR,
     },
     {
-      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.EXPAND'),
-      key: 'expand',
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.PROFESSIONAL'),
+      key: 'professional',
       icon: ICON_AI_EXPAND,
     },
     {
-      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.SHORTEN'),
-      key: 'shorten',
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.CASUAL'),
+      key: 'casual',
       icon: ICON_AI_SHORTEN,
     },
     {
       label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.MAKE_FRIENDLY'),
-      key: 'make_friendly',
+      key: 'friendly',
       icon: ICON_AI_ASSIST,
     },
     {
-      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.MAKE_FORMAL'),
-      key: 'make_formal',
-      icon: ICON_AI_ASSIST,
-    },
-    {
-      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.SIMPLIFY'),
-      key: 'simplify',
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.STRAIGHTFORWARD'),
+      key: 'straightforward',
       icon: ICON_AI_ASSIST,
     },
   ];
@@ -151,7 +146,7 @@ export function useConversationHotKeys() {
     removeLabelFromConversation,
   } = useConversationLabels();
 
-  const { isAIIntegrationEnabled } = useAI();
+  const { captainTasksEnabled } = useCaptain();
   const { agentsList } = useAgentsList();
 
   const currentChat = useMapGetter('getSelectedChat');
@@ -386,7 +381,7 @@ export function useConversationHotKeys() {
       ...labelActions.value,
       ...assignPriorityActions.value,
     ];
-    if (isAIIntegrationEnabled.value) {
+    if (captainTasksEnabled.value) {
       return [...defaultConversationHotKeys, ...AIAssistActions.value];
     }
     return defaultConversationHotKeys;

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

@@ -1,122 +0,0 @@
-import { useAI } from '../useAI';
-import {
-  useStore,
-  useStoreGetters,
-  useMapGetter,
-} from 'dashboard/composables/store';
-import { useI18n } from 'vue-i18n';
-import OpenAPI from 'dashboard/api/integrations/openapi';
-import analyticsHelper from 'dashboard/helper/AnalyticsHelper/index';
-
-vi.mock('dashboard/composables/store');
-vi.mock('vue-i18n');
-vi.mock('dashboard/api/integrations/openapi');
-vi.mock('dashboard/helper/AnalyticsHelper/index', async importOriginal => {
-  const actual = await importOriginal();
-  actual.default = {
-    track: vi.fn(),
-  };
-  return actual;
-});
-vi.mock('dashboard/helper/AnalyticsHelper/events', () => ({
-  OPEN_AI_EVENTS: {
-    TEST_EVENT: 'open_ai_test_event',
-  },
-}));
-
-describe('useAI', () => {
-  const mockStore = {
-    dispatch: vi.fn(),
-  };
-
-  const mockGetters = {
-    'integrations/getUIFlags': { value: { isFetching: false } },
-    'draftMessages/get': { value: () => 'Draft message' },
-  };
-
-  beforeEach(() => {
-    vi.clearAllMocks();
-    useStore.mockReturnValue(mockStore);
-    useStoreGetters.mockReturnValue(mockGetters);
-    useMapGetter.mockImplementation(getter => {
-      const mockValues = {
-        'integrations/getAppIntegrations': [],
-        getSelectedChat: { id: '123' },
-        'draftMessages/getReplyEditorMode': 'reply',
-      };
-      return { value: mockValues[getter] };
-    });
-    useI18n.mockReturnValue({ t: vi.fn() });
-  });
-
-  it('initializes computed properties correctly', async () => {
-    const { uiFlags, appIntegrations, currentChat, replyMode, draftMessage } =
-      useAI();
-
-    expect(uiFlags.value).toEqual({ isFetching: false });
-    expect(appIntegrations.value).toEqual([]);
-    expect(currentChat.value).toEqual({ id: '123' });
-    expect(replyMode.value).toBe('reply');
-    expect(draftMessage.value).toBe('Draft message');
-  });
-
-  it('fetches integrations if required', async () => {
-    const { fetchIntegrationsIfRequired } = useAI();
-    await fetchIntegrationsIfRequired();
-    expect(mockStore.dispatch).toHaveBeenCalledWith('integrations/get');
-  });
-
-  it('does not fetch integrations if already loaded', async () => {
-    useMapGetter.mockImplementation(getter => {
-      const mockValues = {
-        'integrations/getAppIntegrations': [{ id: 'openai' }],
-        getSelectedChat: { id: '123' },
-        'draftMessages/getReplyEditorMode': 'reply',
-      };
-      return { value: mockValues[getter] };
-    });
-
-    const { fetchIntegrationsIfRequired } = useAI();
-    await fetchIntegrationsIfRequired();
-    expect(mockStore.dispatch).not.toHaveBeenCalled();
-  });
-
-  it('records analytics correctly', async () => {
-    // const mockTrack = analyticsHelper.track;
-    const { recordAnalytics } = useAI();
-
-    await recordAnalytics('TEST_EVENT', { data: 'test' });
-
-    expect(analyticsHelper.track).toHaveBeenCalledWith('open_ai_test_event', {
-      type: 'TEST_EVENT',
-      data: 'test',
-    });
-  });
-
-  it('fetches label suggestions', async () => {
-    OpenAPI.processEvent.mockResolvedValue({
-      data: { message: 'label1, label2' },
-    });
-
-    useMapGetter.mockImplementation(getter => {
-      const mockValues = {
-        'integrations/getAppIntegrations': [
-          { id: 'openai', hooks: [{ id: 'hook1' }] },
-        ],
-        getSelectedChat: { id: '123' },
-      };
-      return { value: mockValues[getter] };
-    });
-
-    const { fetchLabelSuggestions } = useAI();
-    const result = await fetchLabelSuggestions();
-
-    expect(OpenAPI.processEvent).toHaveBeenCalledWith({
-      type: 'label_suggestion',
-      hookId: 'hook1',
-      conversationId: '123',
-    });
-
-    expect(result).toEqual(['label1', 'label2']);
-  });
-});

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

@@ -0,0 +1,213 @@
+import { useCaptain } from '../useCaptain';
+import {
+  useFunctionGetter,
+  useMapGetter,
+  useStore,
+} from 'dashboard/composables/store';
+import { useAccount } from 'dashboard/composables/useAccount';
+import { useConfig } from 'dashboard/composables/useConfig';
+import { useI18n } from 'vue-i18n';
+import TasksAPI from 'dashboard/api/captain/tasks';
+import analyticsHelper from 'dashboard/helper/AnalyticsHelper/index';
+
+vi.mock('dashboard/composables/store');
+vi.mock('dashboard/composables/useAccount');
+vi.mock('dashboard/composables/useConfig');
+vi.mock('vue-i18n');
+vi.mock('dashboard/api/captain/tasks');
+vi.mock('dashboard/helper/AnalyticsHelper/index', async importOriginal => {
+  const actual = await importOriginal();
+  actual.default = {
+    track: vi.fn(),
+  };
+  return actual;
+});
+vi.mock('dashboard/helper/AnalyticsHelper/events', () => ({
+  OPEN_AI_EVENTS: {
+    TEST_EVENT: 'open_ai_test_event',
+  },
+}));
+
+describe('useCaptain', () => {
+  const mockStore = {
+    dispatch: vi.fn(),
+  };
+
+  beforeEach(() => {
+    vi.clearAllMocks();
+    useStore.mockReturnValue(mockStore);
+    useFunctionGetter.mockReturnValue({ value: 'Draft message' });
+    useMapGetter.mockImplementation(getter => {
+      const mockValues = {
+        'accounts/getUIFlags': { isFetchingLimits: false },
+        getSelectedChat: { id: '123' },
+        'draftMessages/getReplyEditorMode': 'reply',
+      };
+      return { value: mockValues[getter] };
+    });
+    useI18n.mockReturnValue({ t: vi.fn() });
+    useAccount.mockReturnValue({
+      isCloudFeatureEnabled: vi.fn().mockReturnValue(true),
+      currentAccount: { value: { limits: { captain: {} } } },
+    });
+    useConfig.mockReturnValue({
+      isEnterprise: false,
+    });
+  });
+
+  it('initializes computed properties correctly', async () => {
+    const { captainEnabled, captainTasksEnabled, currentChat, draftMessage } =
+      useCaptain();
+
+    expect(captainEnabled.value).toBe(true);
+    expect(captainTasksEnabled.value).toBe(true);
+    expect(currentChat.value).toEqual({ id: '123' });
+    expect(draftMessage.value).toBe('Draft message');
+  });
+
+  it('records analytics correctly', async () => {
+    const { recordAnalytics } = useCaptain();
+
+    await recordAnalytics('TEST_EVENT', { data: 'test' });
+
+    expect(analyticsHelper.track).toHaveBeenCalledWith('open_ai_test_event', {
+      type: 'TEST_EVENT',
+      data: 'test',
+    });
+  });
+
+  it('gets label suggestions', async () => {
+    TasksAPI.labelSuggestion.mockResolvedValue({
+      data: { message: 'label1, label2' },
+    });
+
+    const { getLabelSuggestions } = useCaptain();
+    const result = await getLabelSuggestions();
+
+    expect(TasksAPI.labelSuggestion).toHaveBeenCalledWith('123');
+    expect(result).toEqual(['label1', 'label2']);
+  });
+
+  it('rewrites content', async () => {
+    TasksAPI.rewrite.mockResolvedValue({
+      data: { message: 'Rewritten content', follow_up_context: { id: 'ctx1' } },
+    });
+
+    const { rewriteContent } = useCaptain();
+    const result = await rewriteContent('Original content', 'improve', {});
+
+    expect(TasksAPI.rewrite).toHaveBeenCalledWith(
+      {
+        content: 'Original content',
+        operation: 'improve',
+        conversationId: '123',
+      },
+      undefined
+    );
+    expect(result).toEqual({
+      message: 'Rewritten content',
+      followUpContext: { id: 'ctx1' },
+    });
+  });
+
+  it('summarizes conversation', async () => {
+    TasksAPI.summarize.mockResolvedValue({
+      data: { message: 'Summary', follow_up_context: { id: 'ctx2' } },
+    });
+
+    const { summarizeConversation } = useCaptain();
+    const result = await summarizeConversation({});
+
+    expect(TasksAPI.summarize).toHaveBeenCalledWith('123', undefined);
+    expect(result).toEqual({
+      message: 'Summary',
+      followUpContext: { id: 'ctx2' },
+    });
+  });
+
+  it('gets reply suggestion', async () => {
+    TasksAPI.replySuggestion.mockResolvedValue({
+      data: { message: 'Reply suggestion', follow_up_context: { id: 'ctx3' } },
+    });
+
+    const { getReplySuggestion } = useCaptain();
+    const result = await getReplySuggestion({});
+
+    expect(TasksAPI.replySuggestion).toHaveBeenCalledWith('123', undefined);
+    expect(result).toEqual({
+      message: 'Reply suggestion',
+      followUpContext: { id: 'ctx3' },
+    });
+  });
+
+  it('sends follow-up message', async () => {
+    TasksAPI.followUp.mockResolvedValue({
+      data: {
+        message: 'Follow-up response',
+        follow_up_context: { id: 'ctx4' },
+      },
+    });
+
+    const { followUp } = useCaptain();
+    const result = await followUp({
+      followUpContext: { id: 'ctx3' },
+      message: 'Make it shorter',
+    });
+
+    expect(TasksAPI.followUp).toHaveBeenCalledWith(
+      {
+        followUpContext: { id: 'ctx3' },
+        message: 'Make it shorter',
+        conversationId: '123',
+      },
+      undefined
+    );
+    expect(result).toEqual({
+      message: 'Follow-up response',
+      followUpContext: { id: 'ctx4' },
+    });
+  });
+
+  it('processes event and routes to correct method', async () => {
+    TasksAPI.summarize.mockResolvedValue({
+      data: { message: 'Summary' },
+    });
+    TasksAPI.replySuggestion.mockResolvedValue({
+      data: { message: 'Reply' },
+    });
+    TasksAPI.rewrite.mockResolvedValue({
+      data: { message: 'Rewritten' },
+    });
+
+    const { processEvent } = useCaptain();
+
+    // Test summarize
+    await processEvent('summarize', '', {});
+    expect(TasksAPI.summarize).toHaveBeenCalled();
+
+    // Test reply_suggestion
+    await processEvent('reply_suggestion', '', {});
+    expect(TasksAPI.replySuggestion).toHaveBeenCalled();
+
+    // Test rewrite (improve)
+    await processEvent('improve', 'content', {});
+    expect(TasksAPI.rewrite).toHaveBeenCalled();
+  });
+
+  it('returns empty array when no conversation ID for label suggestions', async () => {
+    useMapGetter.mockImplementation(getter => {
+      const mockValues = {
+        'accounts/getUIFlags': { isFetchingLimits: false },
+        getSelectedChat: { id: null },
+        'draftMessages/getReplyEditorMode': 'reply',
+      };
+      return { value: mockValues[getter] };
+    });
+
+    const { getLabelSuggestions } = useCaptain();
+    const result = await getLabelSuggestions();
+
+    expect(result).toEqual([]);
+    expect(TasksAPI.labelSuggestion).not.toHaveBeenCalled();
+  });
+});

app/javascript/dashboard/composables/useAI.js

@@ -1,203 +0,0 @@
-import { computed, onMounted } from 'vue';
-import {
-  useStore,
-  useStoreGetters,
-  useMapGetter,
-} from 'dashboard/composables/store';
-import { useAlert, useTrack } from 'dashboard/composables';
-import { useI18n } from 'vue-i18n';
-import { OPEN_AI_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
-import OpenAPI from 'dashboard/api/integrations/openapi';
-
-/**
- * Cleans and normalizes a list of labels.
- * @param {string} labels - A comma-separated string of labels.
- * @returns {string[]} An array of cleaned and unique labels.
- */
-const cleanLabels = labels => {
-  return labels
-    .toLowerCase() // Set it to lowercase
-    .split(',') // split the string into an array
-    .filter(label => label.trim()) // remove any empty strings
-    .map(label => label.trim()) // trim the words
-    .filter((label, index, self) => self.indexOf(label) === index);
-};
-
-/**
- * A composable function for AI-related operations in the dashboard.
- * @returns {Object} An object containing AI-related methods and computed properties.
- */
-export function useAI() {
-  const store = useStore();
-  const getters = useStoreGetters();
-  const { t } = useI18n();
-
-  /**
-   * Computed property for UI flags.
-   * @type {import('vue').ComputedRef<Object>}
-   */
-  const uiFlags = computed(() => getters['integrations/getUIFlags'].value);
-
-  const appIntegrations = useMapGetter('integrations/getAppIntegrations');
-  const currentChat = useMapGetter('getSelectedChat');
-  const replyMode = useMapGetter('draftMessages/getReplyEditorMode');
-
-  /**
-   * Computed property for the AI integration.
-   * @type {import('vue').ComputedRef<Object|undefined>}
-   */
-  const aiIntegration = computed(
-    () =>
-      appIntegrations.value.find(
-        integration => integration.id === 'openai' && !!integration.hooks.length
-      )?.hooks[0]
-  );
-
-  /**
-   * Computed property to check if AI integration is enabled.
-   * @type {import('vue').ComputedRef<boolean>}
-   */
-  const isAIIntegrationEnabled = computed(() => !!aiIntegration.value);
-
-  /**
-   * Computed property to check if label suggestion feature is enabled.
-   * @type {import('vue').ComputedRef<boolean>}
-   */
-  const isLabelSuggestionFeatureEnabled = computed(() => {
-    if (aiIntegration.value) {
-      const { settings = {} } = aiIntegration.value || {};
-      return settings.label_suggestion;
-    }
-    return false;
-  });
-
-  /**
-   * Computed property to check if app integrations are being fetched.
-   * @type {import('vue').ComputedRef<boolean>}
-   */
-  const isFetchingAppIntegrations = computed(() => uiFlags.value.isFetching);
-
-  /**
-   * Computed property for the hook ID.
-   * @type {import('vue').ComputedRef<string|undefined>}
-   */
-  const hookId = computed(() => aiIntegration.value?.id);
-
-  /**
-   * Computed property for the conversation ID.
-   * @type {import('vue').ComputedRef<string|undefined>}
-   */
-  const conversationId = computed(() => currentChat.value?.id);
-
-  /**
-   * Computed property for the draft key.
-   * @type {import('vue').ComputedRef<string>}
-   */
-  const draftKey = computed(
-    () => `draft-${conversationId.value}-${replyMode.value}`
-  );
-
-  /**
-   * Computed property for the draft message.
-   * @type {import('vue').ComputedRef<string>}
-   */
-  const draftMessage = computed(() =>
-    getters['draftMessages/get'].value(draftKey.value)
-  );
-
-  /**
-   * Fetches integrations if they haven't been loaded yet.
-   * @returns {Promise<void>}
-   */
-  const fetchIntegrationsIfRequired = async () => {
-    if (!appIntegrations.value.length) {
-      await store.dispatch('integrations/get');
-    }
-  };
-
-  /**
-   * Records analytics for AI-related events.
-   * @param {string} type - The type of event.
-   * @param {Object} payload - Additional data for the event.
-   * @returns {Promise<void>}
-   */
-  const recordAnalytics = async (type, payload) => {
-    const event = OPEN_AI_EVENTS[type.toUpperCase()];
-    if (event) {
-      useTrack(event, {
-        type,
-        ...payload,
-      });
-    }
-  };
-
-  /**
-   * Fetches label suggestions for the current conversation.
-   * @returns {Promise<string[]>} An array of suggested labels.
-   */
-  const fetchLabelSuggestions = async () => {
-    if (!conversationId.value) return [];
-
-    try {
-      const result = await OpenAPI.processEvent({
-        type: 'label_suggestion',
-        hookId: hookId.value,
-        conversationId: conversationId.value,
-      });
-
-      const {
-        data: { message: labels },
-      } = result;
-
-      return cleanLabels(labels);
-    } catch {
-      return [];
-    }
-  };
-
-  /**
-   * Processes an AI event, such as rephrasing content.
-   * @param {string} [type='rephrase'] - The type of AI event to process.
-   * @returns {Promise<string>} The generated message or an empty string if an error occurs.
-   */
-  const processEvent = async (type = 'rephrase') => {
-    try {
-      const result = await OpenAPI.processEvent({
-        hookId: hookId.value,
-        type,
-        content: draftMessage.value,
-        conversationId: conversationId.value,
-      });
-      const {
-        data: { message: generatedMessage },
-      } = result;
-      return generatedMessage;
-    } catch (error) {
-      const errorData = error.response.data.error;
-      const errorMessage =
-        errorData?.error?.message ||
-        t('INTEGRATION_SETTINGS.OPEN_AI.GENERATE_ERROR');
-      useAlert(errorMessage);
-      return '';
-    }
-  };
-
-  onMounted(() => {
-    fetchIntegrationsIfRequired();
-  });
-
-  return {
-    draftMessage,
-    uiFlags,
-    appIntegrations,
-    currentChat,
-    replyMode,
-    isAIIntegrationEnabled,
-    isLabelSuggestionFeatureEnabled,
-    isFetchingAppIntegrations,
-    fetchIntegrationsIfRequired,
-    recordAnalytics,
-    fetchLabelSuggestions,
-    processEvent,
-  };
-}

app/javascript/dashboard/composables/useCaptain.js

@@ -1,20 +1,56 @@
 import { computed } from 'vue';
-import { useMapGetter, useStore } from 'dashboard/composables/store.js';
+import {
+  useFunctionGetter,
+  useMapGetter,
+  useStore,
+} from 'dashboard/composables/store.js';
 import { useAccount } from 'dashboard/composables/useAccount';
 import { useConfig } from 'dashboard/composables/useConfig';
 import { useCamelCase } from 'dashboard/composables/useTransformKeys';
+import { useAlert, useTrack } from 'dashboard/composables';
+import { useI18n } from 'vue-i18n';
 import { FEATURE_FLAGS } from 'dashboard/featureFlags';
+import { OPEN_AI_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
+import TasksAPI from 'dashboard/api/captain/tasks';
+
+/**
+ * Cleans and normalizes a list of labels.
+ * @param {string} labels - A comma-separated string of labels.
+ * @returns {string[]} An array of cleaned and unique labels.
+ */
+const cleanLabels = labels => {
+  return labels
+    .toLowerCase()
+    .split(',')
+    .filter(label => label.trim())
+    .map(label => label.trim())
+    .filter((label, index, self) => self.indexOf(label) === index);
+};
 
 export function useCaptain() {
   const store = useStore();
+  const { t } = useI18n();
   const { isCloudFeatureEnabled, currentAccount } = useAccount();
   const { isEnterprise } = useConfig();
   const uiFlags = useMapGetter('accounts/getUIFlags');
+  const currentChat = useMapGetter('getSelectedChat');
+  const replyMode = useMapGetter('draftMessages/getReplyEditorMode');
+  const conversationId = computed(() => currentChat.value?.id);
+  const draftKey = computed(
+    () => `draft-${conversationId.value}-${replyMode.value}`
+  );
+  const draftMessage = useFunctionGetter('draftMessages/get', draftKey);
 
+  // === Feature Flags ===
   const captainEnabled = computed(() => {
     return isCloudFeatureEnabled(FEATURE_FLAGS.CAPTAIN);
   });
 
+  const captainTasksEnabled = computed(() => {
+    return isCloudFeatureEnabled(FEATURE_FLAGS.CAPTAIN_TASKS);
+  });
+
+  // === Limits (Enterprise) ===
   const captainLimits = computed(() => {
     return currentAccount.value?.limits?.captain;
   });
@@ -23,7 +59,6 @@ export function useCaptain() {
     if (captainLimits.value?.documents) {
       return useCamelCase(captainLimits.value.documents);
     }
-
     return null;
   });
 
@@ -31,7 +66,6 @@ export function useCaptain() {
     if (captainLimits.value?.responses) {
       return useCamelCase(captainLimits.value.responses);
     }
-
     return null;
   });
 
@@ -43,12 +77,198 @@ export function useCaptain() {
     }
   };
 
+  // === Error Handling ===
+  /**
+   * Handles API errors and displays appropriate error messages.
+   * Silently returns for aborted requests.
+   * @param {Error} error - The error object from the API call.
+   */
+  const handleAPIError = error => {
+    if (error.name === 'AbortError' || error.name === 'CanceledError') {
+      return;
+    }
+    const errorMessage =
+      error.response?.data?.error ||
+      t('INTEGRATION_SETTINGS.OPEN_AI.GENERATE_ERROR');
+    useAlert(errorMessage);
+  };
+
+  // === Analytics ===
+  /**
+   * Records analytics for AI-related events.
+   * @param {string} type - The type of event.
+   * @param {Object} payload - Additional data for the event.
+   * @returns {Promise<void>}
+   */
+  const recordAnalytics = async (type, payload) => {
+    const event = OPEN_AI_EVENTS[type.toUpperCase()];
+    if (event) {
+      useTrack(event, {
+        type,
+        ...payload,
+      });
+    }
+  };
+
+  // === Task Methods ===
+  /**
+   * Rewrites content with a specific operation.
+   * @param {string} content - The content to rewrite.
+   * @param {string} operation - The operation (fix_spelling_grammar, casual, professional, expand, shorten, improve, etc).
+   * @param {Object} [options={}] - Additional options.
+   * @param {AbortSignal} [options.signal] - AbortSignal to cancel the request.
+   * @returns {Promise<{message: string, followUpContext?: Object}>} The rewritten content and optional follow-up context.
+   */
+  const rewriteContent = async (content, operation, options = {}) => {
+    try {
+      const result = await TasksAPI.rewrite(
+        {
+          content: content || draftMessage.value,
+          operation,
+          conversationId: conversationId.value,
+        },
+        options.signal
+      );
+      const {
+        data: { message: generatedMessage, follow_up_context: followUpContext },
+      } = result;
+      return { message: generatedMessage, followUpContext };
+    } catch (error) {
+      handleAPIError(error);
+      return { message: '' };
+    }
+  };
+
+  /**
+   * Summarizes a conversation.
+   * @param {Object} [options={}] - Additional options.
+   * @param {AbortSignal} [options.signal] - AbortSignal to cancel the request.
+   * @returns {Promise<{message: string, followUpContext?: Object}>} The summary and optional follow-up context.
+   */
+  const summarizeConversation = async (options = {}) => {
+    try {
+      const result = await TasksAPI.summarize(
+        conversationId.value,
+        options.signal
+      );
+      const {
+        data: { message: generatedMessage, follow_up_context: followUpContext },
+      } = result;
+      return { message: generatedMessage, followUpContext };
+    } catch (error) {
+      handleAPIError(error);
+      return { message: '' };
+    }
+  };
+
+  /**
+   * Gets a reply suggestion for the current conversation.
+   * @param {Object} [options={}] - Additional options.
+   * @param {AbortSignal} [options.signal] - AbortSignal to cancel the request.
+   * @returns {Promise<{message: string, followUpContext?: Object}>} The reply suggestion and optional follow-up context.
+   */
+  const getReplySuggestion = async (options = {}) => {
+    try {
+      const result = await TasksAPI.replySuggestion(
+        conversationId.value,
+        options.signal
+      );
+      const {
+        data: { message: generatedMessage, follow_up_context: followUpContext },
+      } = result;
+      return { message: generatedMessage, followUpContext };
+    } catch (error) {
+      handleAPIError(error);
+      return { message: '' };
+    }
+  };
+
+  /**
+   * Gets label suggestions for the current conversation.
+   * @returns {Promise<string[]>} An array of suggested labels.
+   */
+  const getLabelSuggestions = async () => {
+    if (!conversationId.value) return [];
+
+    try {
+      const result = await TasksAPI.labelSuggestion(conversationId.value);
+      const {
+        data: { message: labels },
+      } = result;
+      return cleanLabels(labels);
+    } catch {
+      return [];
+    }
+  };
+
+  /**
+   * Sends a follow-up message to refine a previous AI task result.
+   * @param {Object} options - The follow-up options.
+   * @param {Object} options.followUpContext - The follow-up context from a previous task.
+   * @param {string} options.message - The follow-up message/request from the user.
+   * @param {AbortSignal} [options.signal] - AbortSignal to cancel the request.
+   * @returns {Promise<{message: string, followUpContext: Object}>} The follow-up response and updated context.
+   */
+  const followUp = async ({ followUpContext, message, signal }) => {
+    try {
+      const result = await TasksAPI.followUp(
+        { followUpContext, message, conversationId: conversationId.value },
+        signal
+      );
+      const {
+        data: { message: generatedMessage, follow_up_context: updatedContext },
+      } = result;
+      return { message: generatedMessage, followUpContext: updatedContext };
+    } catch (error) {
+      handleAPIError(error);
+      return { message: '', followUpContext };
+    }
+  };
+
+  /**
+   * Processes an AI event. Routes to the appropriate method based on type.
+   * @param {string} [type='improve'] - The type of AI event to process.
+   * @param {string} [content=''] - The content to process.
+   * @param {Object} [options={}] - Additional options.
+   * @param {AbortSignal} [options.signal] - AbortSignal to cancel the request.
+   * @returns {Promise<{message: string, followUpContext?: Object}>} The generated message and optional follow-up context.
+   */
+  const processEvent = async (type = 'improve', content = '', options = {}) => {
+    if (type === 'summarize') {
+      return summarizeConversation(options);
+    }
+    if (type === 'reply_suggestion') {
+      return getReplySuggestion(options);
+    }
+    // All other types are rewrite operations
+    return rewriteContent(content, type, options);
+  };
+
   return {
+    // Feature flags
     captainEnabled,
+    captainTasksEnabled,
+
+    // Limits (Enterprise)
     captainLimits,
     documentLimits,
     responseLimits,
     fetchLimits,
     isFetchingLimits,
+
+    // Conversation context
+    draftMessage,
+    currentChat,
+
+    // Task methods
+    rewriteContent,
+    summarizeConversation,
+    getReplySuggestion,
+    getLabelSuggestions,
+    followUp,
+    processEvent,
+
+    // Analytics
+    recordAnalytics,
   };
 }

app/javascript/dashboard/composables/useCopilotReply.js

@@ -0,0 +1,162 @@
+import { ref, computed } from 'vue';
+import { useCaptain } from 'dashboard/composables/useCaptain';
+import { useUISettings } from 'dashboard/composables/useUISettings';
+
+/**
+ * Composable for managing Copilot reply generation state and actions.
+ * Extracts copilot-related logic from ReplyBox for cleaner code organization.
+ *
+ * @returns {Object} Copilot reply state and methods
+ */
+export function useCopilotReply() {
+  const { processEvent, followUp } = useCaptain();
+  const { updateUISettings } = useUISettings();
+
+  const showEditor = ref(false);
+  const isGenerating = ref(false);
+  const isContentReady = ref(false);
+  const generatedContent = ref('');
+  const followUpContext = ref(null);
+  const abortController = ref(null);
+
+  const isActive = computed(() => showEditor.value || isGenerating.value);
+  const isButtonDisabled = computed(
+    () => isGenerating.value || !isContentReady.value
+  );
+  const editorTransitionKey = computed(() =>
+    isActive.value ? 'copilot' : 'rich'
+  );
+
+  /**
+   * Resets all copilot editor state and cancels any ongoing generation.
+   */
+  function reset() {
+    if (abortController.value) {
+      abortController.value.abort();
+      abortController.value = null;
+    }
+    showEditor.value = false;
+    isGenerating.value = false;
+    isContentReady.value = false;
+    generatedContent.value = '';
+    followUpContext.value = null;
+  }
+
+  /**
+   * Toggles the copilot editor visibility.
+   */
+  function toggleEditor() {
+    showEditor.value = !showEditor.value;
+  }
+
+  /**
+   * Marks content as ready (called after transition completes).
+   */
+  function setContentReady() {
+    isContentReady.value = true;
+  }
+
+  /**
+   * Executes a copilot action (e.g., improve, fix grammar).
+   * @param {string} action - The action type
+   * @param {string} data - The content to process
+   */
+  async function execute(action, data) {
+    if (action === 'ask_copilot') {
+      updateUISettings({
+        is_contact_sidebar_open: false,
+        is_copilot_panel_open: true,
+      });
+      return;
+    }
+
+    // Reset and start new generation
+    reset();
+    abortController.value = new AbortController();
+    isGenerating.value = true;
+    isContentReady.value = false;
+
+    try {
+      const { message: content, followUpContext: newContext } =
+        await processEvent(action, data, {
+          signal: abortController.value.signal,
+        });
+
+      if (!abortController.value?.signal.aborted) {
+        generatedContent.value = content;
+        followUpContext.value = newContext;
+        if (content) showEditor.value = true;
+        isGenerating.value = false;
+      }
+    } catch {
+      if (!abortController.value?.signal.aborted) {
+        isGenerating.value = false;
+      }
+    }
+  }
+
+  /**
+   * Sends a follow-up message to refine the current generated content.
+   * @param {string} message - The follow-up message from the user
+   */
+  async function sendFollowUp(message) {
+    if (!followUpContext.value || !message.trim()) return;
+
+    abortController.value = new AbortController();
+    isGenerating.value = true;
+    isContentReady.value = false;
+
+    try {
+      const { message: content, followUpContext: updatedContext } =
+        await followUp({
+          followUpContext: followUpContext.value,
+          message,
+          signal: abortController.value.signal,
+        });
+
+      if (!abortController.value?.signal.aborted) {
+        if (content) {
+          generatedContent.value = content;
+          followUpContext.value = updatedContext;
+          showEditor.value = true;
+        }
+        isGenerating.value = false;
+      }
+    } catch {
+      if (!abortController.value?.signal.aborted) {
+        isGenerating.value = false;
+      }
+    }
+  }
+
+  /**
+   * Accepts the generated content and returns it.
+   * Note: Formatting is automatically stripped by the Editor component's
+   * createState function based on the channel's schema.
+   * @returns {string} The content ready for the editor
+   */
+  function accept() {
+    const content = generatedContent.value;
+    showEditor.value = false;
+    return content;
+  }
+
+  return {
+    showEditor,
+    isGenerating,
+    isContentReady,
+    generatedContent,
+    followUpContext,
+
+    isActive,
+    isButtonDisabled,
+    editorTransitionKey,
+
+    reset,
+    toggleEditor,
+    setContentReady,
+    execute,
+    sendFollowUp,
+    accept,
+  };
+}

app/javascript/dashboard/composables/utils/useKbd.js

@@ -1,14 +1,25 @@
 import { computed } from 'vue';
 
+function isMacOS() {
+  // Check modern userAgentData API first
+  if (navigator.userAgentData?.platform) {
+    return navigator.userAgentData.platform === 'macOS';
+  }
+  // Fallback to navigator.platform
+  return (
+    navigator.platform.startsWith('Mac') || navigator.platform === 'iPhone'
+  );
+}
+
 export function useKbd(keys) {
   const keySymbols = {
-    $mod: navigator.platform.includes('Mac') ? '⌘' : 'Ctrl',
+    $mod: isMacOS() ? '⌘' : 'Ctrl',
     shift: '⇧',
     alt: '⌥',
     ctrl: 'Ctrl',
     cmd: '⌘',
     option: '⌥',
-    enter: '↩',
+    enter: '↵',
     tab: '⇥',
     esc: '⎋',
   };
@@ -16,7 +27,11 @@ export function useKbd(keys) {
   return computed(() => {
     return keys
       .map(key => keySymbols[key.toLowerCase()] || key)
-      .join('')
+      .join(' ')
       .toUpperCase();
   });
 }
+
+export function getModifierKey() {
+  return isMacOS() ? '⌘' : 'Ctrl';
+}

app/javascript/dashboard/constants/editor.js

@@ -7,6 +7,7 @@ export const FORMATTING = {
     marks: ['strong', 'em', 'code', 'link'],
     nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote', 'image'],
     menu: [
+      'copilot',
       'strong',
       'em',
       'code',
@@ -21,6 +22,7 @@ export const FORMATTING = {
     marks: ['strong', 'em', 'code', 'link', 'strike'],
     nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote', 'image'],
     menu: [
+      'copilot',
       'strong',
       'em',
       'code',
@@ -35,12 +37,13 @@ export const FORMATTING = {
   'Channel::Api': {
     marks: ['strong', 'em'],
     nodes: [],
-    menu: ['strong', 'em', 'undo', 'redo'],
+    menu: ['copilot', 'strong', 'em', 'undo', 'redo'],
   },
   'Channel::FacebookPage': {
     marks: ['strong', 'em', 'code', 'strike'],
     nodes: ['bulletList', 'orderedList', 'codeBlock'],
     menu: [
+      'copilot',
       'strong',
       'em',
       'code',
@@ -70,6 +73,7 @@ export const FORMATTING = {
     marks: ['strong', 'em', 'code', 'strike'],
     nodes: ['bulletList', 'orderedList', 'codeBlock'],
     menu: [
+      'copilot',
       'strong',
       'em',
       'code',
@@ -83,17 +87,18 @@ export const FORMATTING = {
   'Channel::Line': {
     marks: ['strong', 'em', 'code', 'strike'],
     nodes: ['codeBlock'],
-    menu: ['strong', 'em', 'code', 'strike', 'undo', 'redo'],
+    menu: ['copilot', 'strong', 'em', 'code', 'strike', 'undo', 'redo'],
   },
   'Channel::Telegram': {
     marks: ['strong', 'em', 'link', 'code'],
     nodes: [],
-    menu: ['strong', 'em', 'link', 'code', 'undo', 'redo'],
+    menu: ['copilot', 'strong', 'em', 'link', 'code', 'undo', 'redo'],
   },
   'Channel::Instagram': {
     marks: ['strong', 'em', 'code', 'strike'],
     nodes: ['bulletList', 'orderedList'],
     menu: [
+      'copilot',
       'strong',
       'em',
       'code',
@@ -115,6 +120,22 @@ export const FORMATTING = {
     menu: [],
   },
   // Special contexts (not actual channels)
+  'Context::PrivateNote': {
+    marks: ['strong', 'em', 'code', 'link', 'strike'],
+    nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote'],
+    menu: [
+      'copilot',
+      'strong',
+      'em',
+      'code',
+      'link',
+      'strike',
+      'bulletList',
+      'orderedList',
+      'undo',
+      'redo',
+    ],
+  },
   'Context::Default': {
     marks: ['strong', 'em', 'code', 'link', 'strike'],
     nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote'],

app/javascript/dashboard/featureFlags.js

@@ -40,6 +40,7 @@ export const FEATURE_FLAGS = {
   CHANNEL_TIKTOK: 'channel_tiktok',
   CONTACT_CHATWOOT_SUPPORT_TEAM: 'contact_chatwoot_support_team',
   CAPTAIN_V2: 'captain_integration_v2',
+  CAPTAIN_TASKS: 'captain_tasks',
   SAML: 'saml',
   QUOTED_EMAIL_REPLY: 'quoted_email_reply',
   COMPANIES: 'companies',

app/javascript/dashboard/helper/AnalyticsHelper/events.js

@@ -88,6 +88,7 @@ export const OPEN_AI_EVENTS = Object.freeze({
   SUMMARIZE: 'OpenAI: Used summarize',
   REPLY_SUGGESTION: 'OpenAI: Used reply suggestion',
   REPHRASE: 'OpenAI: Used rephrase',
+  IMPROVE: 'OpenAI: Used improve',
   FIX_SPELLING_AND_GRAMMAR: 'OpenAI: Used fix spelling and grammar',
   SHORTEN: 'OpenAI: Used shorten',
   EXPAND: 'OpenAI: Used expand',

app/javascript/dashboard/helper/editorHelper.js

@@ -519,12 +519,19 @@ export const getContentNode = (
 /**
  * Get the formatting configuration for a specific channel type.
  * Returns the appropriate marks, nodes, and menu items for the editor.
+ * TODO: We're hiding captain, enable it back when we add selection improvements
  *
  * @param {string} channelType - The channel type (e.g., 'Channel::FacebookPage', 'Channel::WebWidget')
  * @returns {Object} The formatting configuration with marks, nodes, and menu properties
  */
-export function getFormattingForEditor(channelType) {
-  return FORMATTING[channelType] || FORMATTING['Context::Default'];
+export function getFormattingForEditor(channelType, showCaptain = false) {
+  const formatting = FORMATTING[channelType] || FORMATTING['Context::Default'];
+  return {
+    ...formatting,
+    menu: showCaptain
+      ? formatting.menu
+      : formatting.menu.filter(item => item !== 'copilot'),
+  };
 }
 
 /**

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

@@ -795,62 +795,6 @@ describe('getContentNode', () => {
 });
 
 describe('getFormattingForEditor', () => {
-  describe('channel-specific formatting', () => {
-    it('returns full formatting for Email channel', () => {
-      const result = getFormattingForEditor('Channel::Email');
-
-      expect(result).toEqual(FORMATTING['Channel::Email']);
-    });
-
-    it('returns full formatting for WebWidget channel', () => {
-      const result = getFormattingForEditor('Channel::WebWidget');
-
-      expect(result).toEqual(FORMATTING['Channel::WebWidget']);
-    });
-
-    it('returns limited formatting for WhatsApp channel', () => {
-      const result = getFormattingForEditor('Channel::Whatsapp');
-
-      expect(result).toEqual(FORMATTING['Channel::Whatsapp']);
-    });
-
-    it('returns no formatting for API channel', () => {
-      const result = getFormattingForEditor('Channel::Api');
-
-      expect(result).toEqual(FORMATTING['Channel::Api']);
-    });
-
-    it('returns limited formatting for FacebookPage channel', () => {
-      const result = getFormattingForEditor('Channel::FacebookPage');
-
-      expect(result).toEqual(FORMATTING['Channel::FacebookPage']);
-    });
-
-    it('returns no formatting for TwitterProfile channel', () => {
-      const result = getFormattingForEditor('Channel::TwitterProfile');
-
-      expect(result).toEqual(FORMATTING['Channel::TwitterProfile']);
-    });
-
-    it('returns no formatting for SMS channel', () => {
-      const result = getFormattingForEditor('Channel::Sms');
-
-      expect(result).toEqual(FORMATTING['Channel::Sms']);
-    });
-
-    it('returns limited formatting for Telegram channel', () => {
-      const result = getFormattingForEditor('Channel::Telegram');
-
-      expect(result).toEqual(FORMATTING['Channel::Telegram']);
-    });
-
-    it('returns formatting for Instagram channel', () => {
-      const result = getFormattingForEditor('Channel::Instagram');
-
-      expect(result).toEqual(FORMATTING['Channel::Instagram']);
-    });
-  });
-
   describe('context-specific formatting', () => {
     it('returns default formatting for Context::Default', () => {
       const result = getFormattingForEditor('Context::Default');

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

@@ -186,6 +186,7 @@
       "MSG_INPUT": "Shift + enter for new line. Start with '/' to select a Canned Response.",
       "PRIVATE_MSG_INPUT": "Shift + enter for new line. This will be visible only to Agents",
       "MESSAGE_SIGNATURE_NOT_CONFIGURED": "Message signature is not configured, please configure it in profile settings.",
+      "COPILOT_MSG_INPUT": "Give copilot additional prompts, or ask anything else... Press enter to send follow-up",
       "CLICK_HERE": "Click here to update",
       "WHATSAPP_TEMPLATES": "Whatsapp Templates"
     },
@@ -205,7 +206,7 @@
       "DRAG_DROP": "Drag and drop here to attach",
       "START_AUDIO_RECORDING": "Start audio recording",
       "STOP_AUDIO_RECORDING": "Stop audio recording",
-      "": "",
+      "COPILOT_THINKING": "Copilot is thinking",
       "EMAIL_HEAD": {
         "TO": "TO",
         "ADD_BCC": "Add bcc",

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

@@ -8,6 +8,8 @@
     "CLOSE": "Close",
     "BETA": "Beta",
     "BETA_DESCRIPTION": "This feature is in beta and may change as we improve it.",
+    "ACCEPT": "Accept",
+    "DISCARD": "Discard",
     "PREFERRED": "Preferred"
   }
 }

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

@@ -145,7 +145,29 @@
         "EXPAND": "Expand",
         "MAKE_FRIENDLY": "Change message tone to friendly",
         "MAKE_FORMAL": "Use formal tone",
-        "SIMPLIFY": "Simplify"
+        "SIMPLIFY": "Simplify",
+        "CONFIDENT": "Use confident tone",
+        "PROFESSIONAL": "Use professional tone",
+        "CASUAL": "Use casual tone",
+        "STRAIGHTFORWARD": "Use straightforward tone"
+      },
+      "REPLY_OPTIONS": {
+        "IMPROVE_REPLY": "Improve reply",
+        "IMPROVE_REPLY_SELECTION": "Improve the selection",
+        "CHANGE_TONE": {
+          "TITLE": "Change tone",
+          "OPTIONS": {
+            "PROFESSIONAL": "Professional",
+            "CASUAL": "Casual",
+            "STRAIGHTFORWARD": "Straightforward",
+            "CONFIDENT": "Confident",
+            "FRIENDLY": "Friendly"
+          }
+        },
+        "GRAMMAR": "Fix grammar & spelling",
+        "SUGGESTION": "Suggest a reply",
+        "SUMMARIZE": "Summarize the conversation",
+        "ASK_COPILOT": "Ask Copilot"
       },
       "ASSISTANCE_MODAL": {
         "DRAFT_TITLE": "Draft content",

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

@@ -402,22 +402,48 @@
   },
   "CSAT_REPORTS": {
     "HEADER": "CSAT Reports",
-    "NO_RECORDS": "There are no CSAT survey responses available.",
+    "NO_RECORDS": "No responses yet",
+    "NO_RECORDS_DESCRIPTION": "CSAT survey responses will appear here once customers start providing feedback.",
     "DOWNLOAD": "Download CSAT Reports",
     "DOWNLOAD_FAILED": "Failed to download CSAT Reports",
     "FILTERS": {
+      "ADD_FILTER": "Add filter",
+      "CLEAR_ALL": "Clear all",
+      "NO_FILTER": "No filters available",
+      "INPUT_PLACEHOLDER": {
+        "AGENTS": "Search agents",
+        "INBOXES": "Search inboxes",
+        "TEAMS": "Search teams",
+        "RATINGS": "Search ratings"
+      },
       "AGENTS": {
-        "PLACEHOLDER": "Choose Agents"
+        "LABEL": "Agent"
+      },
+      "INBOXES": {
+        "LABEL": "Inbox"
+      },
+      "TEAMS": {
+        "LABEL": "Team"
+      },
+      "RATINGS": {
+        "LABEL": "Rating"
       }
     },
     "TABLE": {
       "HEADER": {
         "CONTACT_NAME": "Contact",
-        "AGENT_NAME": "Assigned agent",
+        "AGENT_NAME": "Agent",
         "RATING": "Rating",
-        "FEEDBACK_TEXT": "Feedback comment"
-      }
+        "FEEDBACK_TEXT": "Feedback comment",
+        "CONVERSATION": "Conversation",
+        "CUSTOMER": "Customer",
+        "RESPONSE": "Response",
+        "HANDLED_BY": "Handled by"
+      },
+      "UNKNOWN_CUSTOMER": "Unknown customer"
     },
+    "NO_AGENT": "No assigned agent",
+    "NO_FEEDBACK": "No feedback provided",
     "METRIC": {
       "TOTAL_RESPONSES": {
         "LABEL": "Total responses",
@@ -430,6 +456,25 @@
       "RESPONSE_RATE": {
         "LABEL": "Response rate",
         "TOOLTIP": "Total number of responses / Total number of CSAT survey messages sent * 100"
+      },
+      "RATING_DISTRIBUTION": "Rating distribution"
+    },
+    "REVIEW_NOTES": {
+      "TITLE": "Review notes",
+      "PLACEHOLDER": "Add review notes about this rating...",
+      "SAVE": "Save",
+      "CANCEL": "Cancel",
+      "SAVING": "Saving...",
+      "SAVED": "Notes saved successfully",
+      "SAVE_ERROR": "Failed to save notes",
+      "UPDATED_BY": "Updated by {name} {time}",
+      "UPDATED_BY_LABEL": "Updated by",
+      "PAYWALL": {
+        "TITLE": "Upgrade to add review notes",
+        "AVAILABLE_ON": "The review notes feature is only available in the Business and Enterprise plans.",
+        "UPGRADE_PROMPT": "Add internal context to every CSAT response with review notes. Capture what really happened, spot patterns faster, and make better decisions from your feedback.",
+        "UPGRADE_NOW": "Upgrade now",
+        "CANCEL_ANYTIME": "You can change or cancel your plan anytime"
       }
     }
   },

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

@@ -1,5 +1,5 @@
 <script setup>
-import { computed, onMounted, ref, nextTick } from 'vue';
+import { computed, watch, ref, nextTick } from 'vue';
 import { useMapGetter, useStore } from 'dashboard/composables/store';
 import { useRoute } from 'vue-router';
 import { FEATURE_FLAGS } from 'dashboard/featureFlags';
@@ -49,10 +49,14 @@ const handleCreateClose = () => {
   selectedInbox.value = null;
 };
 
-onMounted(() =>
-  store.dispatch('captainInboxes/get', {
-    assistantId: assistantId.value,
-  })
+watch(
+  assistantId,
+  newId => {
+    store.dispatch('captainInboxes/get', {
+      assistantId: newId,
+    });
+  },
+  { immediate: true }
 );
 </script>
 

app/javascript/dashboard/routes/dashboard/settings/reports/CsatResponses.vue

@@ -3,7 +3,7 @@ import { mapGetters } from 'vuex';
 import { useAlert, useTrack } from 'dashboard/composables';
 import CsatMetrics from './components/CsatMetrics.vue';
 import CsatTable from './components/CsatTable.vue';
-import ReportFilterSelector from './components/FilterSelector.vue';
+import CsatFilters from './components/Csat/CsatFilters.vue';
 import { generateFileName } from '../../../../helper/downloadHelper';
 import { REPORTS_EVENTS } from '../../../../helper/AnalyticsHelper/events';
 import { FEATURE_FLAGS } from '../../../../featureFlags';
@@ -15,7 +15,7 @@ export default {
   components: {
     CsatMetrics,
     CsatTable,
-    ReportFilterSelector,
+    CsatFilters,
     ReportHeader,
     V4Button,
   },
@@ -90,7 +90,7 @@ export default {
       selectedTeam,
       selectedRating,
     }) {
-      // do not track filter change on inital load
+      // do not track filter change on initial load
       if (this.from !== 0 && this.to !== 0) {
         useTrack(REPORTS_EVENTS.FILTER_REPORT, {
           filterType: 'date',
@@ -121,16 +121,11 @@ export default {
     />
   </ReportHeader>
 
-  <div class="flex flex-col gap-4">
-    <ReportFilterSelector
-      show-agents-filter
-      show-inbox-filter
-      show-rating-filter
+  <div class="flex flex-col gap-6">
+    <CsatFilters
       :show-team-filter="isTeamsEnabled"
-      :show-business-hours-switch="false"
       @filter-change="onFilterChange"
     />
-
     <CsatMetrics :filters="requestPayload" />
     <CsatTable :page-index="pageIndex" @page-change="onPageNumberChange" />
   </div>

app/javascript/dashboard/routes/dashboard/settings/reports/components/ConversationCell.vue

@@ -1,26 +0,0 @@
-<script setup>
-import { computed } from 'vue';
-
-const { row } = defineProps({
-  row: {
-    type: Object,
-    required: true,
-  },
-});
-
-const routerParams = computed(() => ({
-  name: 'inbox_conversation',
-  params: { conversation_id: row.original.conversationId },
-}));
-</script>
-
-<template>
-  <div class="text-right">
-    <router-link :to="routerParams" class="hover:underline">
-      {{ `#${row.original.conversationId}` }}
-    </router-link>
-    <div v-tooltip="row.original.createdAt" class="text-n-slate-11 text-sm">
-      {{ row.original.createdAgo }}
-    </div>
-  </div>
-</template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/Csat/CsatFilterHelpers.js

@@ -0,0 +1,36 @@
+import { CSAT_RATINGS } from 'shared/constants/messages';
+
+export const buildFilterList = (items, type) =>
+  items.map(item => ({
+    id: item.id,
+    name: type === 'ratings' ? item.emoji : item.name,
+    type,
+  }));
+
+export const buildRatingsList = t =>
+  CSAT_RATINGS.map(rating => ({
+    id: rating.value,
+    name: `${t(rating.translationKey)}`,
+    type: 'ratings',
+  }));
+
+export const getActiveFilter = (filters, type, key) =>
+  filters.find(item => item.id.toString() === key.toString());
+
+export const getFilterType = (input, direction) => {
+  const filterMap = {
+    keyToType: {
+      user_ids: 'agents',
+      inbox_id: 'inboxes',
+      team_id: 'teams',
+      rating: 'ratings',
+    },
+    typeToKey: {
+      agents: 'user_ids',
+      inboxes: 'inbox_id',
+      teams: 'team_id',
+      ratings: 'rating',
+    },
+  };
+  return filterMap[direction][input];
+};

app/javascript/dashboard/routes/dashboard/settings/reports/components/Csat/CsatFilters.vue

@@ -0,0 +1,267 @@
+<script setup>
+import { ref, computed, onMounted } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useStore } from 'vuex';
+import { getUnixStartOfDay, getUnixEndOfDay } from 'helpers/DateHelper';
+import {
+  buildFilterList,
+  buildRatingsList,
+  getActiveFilter,
+  getFilterType,
+} from './CsatFilterHelpers';
+import FilterButton from 'dashboard/components/ui/Dropdown/DropdownButton.vue';
+import ActiveFilterChip from '../Filters/v3/ActiveFilterChip.vue';
+import AddFilterChip from '../Filters/v3/AddFilterChip.vue';
+import WootDatePicker from 'dashboard/components/ui/DatePicker/DatePicker.vue';
+
+const props = defineProps({
+  showTeamFilter: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits(['filterChange']);
+
+const { t } = useI18n();
+const store = useStore();
+
+const showDropdownMenu = ref(false);
+const showSubDropdownMenu = ref(false);
+const activeFilterType = ref('');
+const customDateRange = ref([new Date(), new Date()]);
+const appliedFilters = ref({
+  user_ids: null,
+  inbox_id: null,
+  team_id: null,
+  rating: null,
+});
+
+const agents = computed(() => store.getters['agents/getAgents']);
+const inboxes = computed(() => store.getters['inboxes/getInboxes']);
+const teams = computed(() => store.getters['teams/getTeams']);
+
+const ratings = computed(() => buildRatingsList(t));
+
+const from = computed(() => getUnixStartOfDay(customDateRange.value[0]));
+const to = computed(() => getUnixEndOfDay(customDateRange.value[1]));
+
+const getFilterSource = type => {
+  const sources = {
+    agents: agents.value,
+    inboxes: inboxes.value,
+    teams: teams.value,
+    ratings: ratings.value,
+  };
+  return sources[type] || [];
+};
+
+const getFilterOptions = type => {
+  if (type === 'ratings') {
+    return ratings.value;
+  }
+  return buildFilterList(getFilterSource(type), type);
+};
+
+const filterListMenuItems = computed(() => {
+  const filterTypes = [
+    {
+      id: '1',
+      name: t('CSAT_REPORTS.FILTERS.AGENTS.LABEL'),
+      type: 'agents',
+    },
+    {
+      id: '2',
+      name: t('CSAT_REPORTS.FILTERS.INBOXES.LABEL'),
+      type: 'inboxes',
+    },
+    {
+      id: '3',
+      name: t('CSAT_REPORTS.FILTERS.RATINGS.LABEL'),
+      type: 'ratings',
+    },
+  ];
+
+  if (props.showTeamFilter) {
+    filterTypes.splice(2, 0, {
+      id: '4',
+      name: t('CSAT_REPORTS.FILTERS.TEAMS.LABEL'),
+      type: 'teams',
+    });
+  }
+
+  const activeFilterKeys = Object.keys(appliedFilters.value).filter(
+    key => appliedFilters.value[key]
+  );
+  const activeFilterTypes = activeFilterKeys.map(key =>
+    getFilterType(key, 'keyToType')
+  );
+
+  return filterTypes
+    .filter(({ type }) => !activeFilterTypes.includes(type))
+    .map(({ id, name, type }) => ({
+      id,
+      name,
+      type,
+      options: getFilterOptions(type),
+    }));
+});
+
+const activeFilters = computed(() => {
+  const activeKeys = Object.keys(appliedFilters.value).filter(
+    key => appliedFilters.value[key]
+  );
+  return activeKeys.map(key => {
+    const filterType = getFilterType(key, 'keyToType');
+    const items = getFilterSource(filterType);
+    const item = getActiveFilter(items, filterType, appliedFilters.value[key]);
+    return {
+      id: item?.id,
+      name: item?.name || '',
+      type: filterType,
+      options: getFilterOptions(filterType),
+    };
+  });
+});
+
+const hasActiveFilters = computed(() =>
+  Object.values(appliedFilters.value).some(value => value !== null)
+);
+
+const isAllFilterSelected = computed(() => !filterListMenuItems.value.length);
+
+const emitChange = () => {
+  emit('filterChange', {
+    from: from.value,
+    to: to.value,
+    selectedAgents: appliedFilters.value.user_ids
+      ? [{ id: appliedFilters.value.user_ids }]
+      : [],
+    selectedInbox: appliedFilters.value.inbox_id
+      ? { id: appliedFilters.value.inbox_id }
+      : null,
+    selectedTeam: appliedFilters.value.team_id
+      ? { id: appliedFilters.value.team_id }
+      : null,
+    selectedRating: appliedFilters.value.rating
+      ? { value: appliedFilters.value.rating }
+      : null,
+  });
+};
+
+const closeDropdown = () => {
+  showDropdownMenu.value = false;
+};
+
+const closeActiveFilterDropdown = () => {
+  activeFilterType.value = '';
+  showSubDropdownMenu.value = false;
+};
+
+const resetDropdown = () => {
+  closeDropdown();
+  closeActiveFilterDropdown();
+};
+
+const addFilter = item => {
+  const { type, id } = item;
+  const filterKey = getFilterType(type, 'typeToKey');
+  appliedFilters.value[filterKey] = id;
+  emitChange();
+  resetDropdown();
+};
+
+const removeFilter = type => {
+  const filterKey = getFilterType(type, 'typeToKey');
+  appliedFilters.value[filterKey] = null;
+  emitChange();
+};
+
+const clearAllFilters = () => {
+  appliedFilters.value = {
+    user_ids: null,
+    inbox_id: null,
+    team_id: null,
+    rating: null,
+  };
+  emitChange();
+  resetDropdown();
+};
+
+const showDropdown = () => {
+  showSubDropdownMenu.value = false;
+  showDropdownMenu.value = !showDropdownMenu.value;
+};
+
+const openActiveFilterDropdown = filterType => {
+  closeDropdown();
+  activeFilterType.value = filterType;
+  showSubDropdownMenu.value = !showSubDropdownMenu.value;
+};
+
+const onDateRangeChange = value => {
+  customDateRange.value = value;
+  emitChange();
+};
+
+onMounted(() => {
+  emitChange();
+});
+</script>
+
+<template>
+  <div class="flex flex-col flex-wrap w-full gap-3 md:flex-row">
+    <WootDatePicker @date-range-changed="onDateRangeChange" />
+
+    <div
+      class="flex flex-col flex-wrap items-start gap-2 md:items-center md:flex-nowrap md:flex-row"
+    >
+      <div v-if="hasActiveFilters" class="flex flex-wrap gap-2 md:flex-nowrap">
+        <ActiveFilterChip
+          v-for="filter in activeFilters"
+          v-bind="filter"
+          :key="filter.type"
+          :placeholder="
+            $t(
+              `CSAT_REPORTS.FILTERS.INPUT_PLACEHOLDER.${filter.type.toUpperCase()}`
+            )
+          "
+          :active-filter-type="activeFilterType"
+          :show-menu="showSubDropdownMenu"
+          enable-search
+          @toggle-dropdown="openActiveFilterDropdown"
+          @close-dropdown="closeActiveFilterDropdown"
+          @add-filter="addFilter"
+          @remove-filter="removeFilter"
+        />
+      </div>
+
+      <div
+        v-if="hasActiveFilters && !isAllFilterSelected"
+        class="w-full h-px border md:w-px md:h-5 border-n-weak"
+      />
+
+      <div class="flex items-center gap-2">
+        <AddFilterChip
+          v-if="!isAllFilterSelected"
+          placeholder-i18n-key="CSAT_REPORTS.FILTERS.INPUT_PLACEHOLDER"
+          :name="$t('CSAT_REPORTS.FILTERS.ADD_FILTER')"
+          :menu-option="filterListMenuItems"
+          :show-menu="showDropdownMenu"
+          :empty-state-message="$t('CSAT_REPORTS.FILTERS.NO_FILTER')"
+          @toggle-dropdown="showDropdown"
+          @close-dropdown="closeDropdown"
+          @add-filter="addFilter"
+        />
+
+        <div v-if="hasActiveFilters" class="w-px h-5 border border-n-weak" />
+
+        <FilterButton
+          v-if="hasActiveFilters"
+          :button-text="$t('CSAT_REPORTS.FILTERS.CLEAR_ALL')"
+          @click="clearAllFilters"
+        />
+      </div>
+    </div>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/CsatContactCell.vue

@@ -0,0 +1,52 @@
+<script setup>
+import Avatar from 'dashboard/components-next/avatar/Avatar.vue';
+
+defineProps({
+  contact: {
+    type: Object,
+    default: null,
+  },
+  conversationId: {
+    type: Number,
+    required: true,
+  },
+  createdAgo: {
+    type: String,
+    default: '',
+  },
+  createdAt: {
+    type: String,
+    default: '',
+  },
+});
+</script>
+
+<template>
+  <div class="flex items-center gap-2">
+    <Avatar
+      :src="contact?.thumbnail || ''"
+      :name="contact?.name || ''"
+      :size="32"
+      rounded-full
+    />
+    <div class="flex flex-col gap-0.5">
+      <span class="text-sm text-n-slate-12 font-medium capitalize">
+        {{ contact?.name || '—' }}
+      </span>
+      <div
+        class="flex items-center gap-1 text-xs text-n-slate-10 whitespace-nowrap"
+      >
+        <a
+          :href="`/app/accounts/${$route.params.accountId}/conversations/${conversationId}`"
+          class="flex items-center text-xs gap-0.5 hover:text-n-brand hover:underline"
+          target="_blank"
+          rel="noopener noreferrer nofollow"
+        >
+          <span>#{{ conversationId }}</span>
+        </a>
+        <span>·</span>
+        <span :title="createdAt">{{ createdAgo }}</span>
+      </div>
+    </div>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/CsatEmptyState.vue

@@ -0,0 +1,32 @@
+<script setup>
+defineProps({
+  title: {
+    type: String,
+    required: true,
+  },
+  description: {
+    type: String,
+    default: '',
+  },
+  icon: {
+    type: String,
+    default: 'i-lucide-message-square-off',
+  },
+});
+</script>
+
+<template>
+  <div class="flex flex-col items-center justify-center py-16 px-6 text-center">
+    <div
+      class="size-16 rounded-full bg-n-alpha-2 flex items-center justify-center mb-4"
+    >
+      <i :class="icon" class="size-8 text-n-slate-10" />
+    </div>
+    <h3 class="text-base font-medium text-n-slate-12 mb-1">
+      {{ title }}
+    </h3>
+    <p v-if="description" class="text-sm text-n-slate-10 max-w-sm">
+      {{ description }}
+    </p>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/CsatExpandedRow.vue

@@ -0,0 +1,162 @@
+<script setup>
+import { ref, computed } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useStore } from 'vuex';
+import { useAlert } from 'dashboard/composables';
+import { useAccount } from 'dashboard/composables/useAccount';
+import { useMessageFormatter } from 'shared/composables/useMessageFormatter';
+import Button from 'dashboard/components-next/button/Button.vue';
+import Editor from 'dashboard/components-next/Editor/Editor.vue';
+import CsatReviewNotesPaywall from './CsatReviewNotesPaywall.vue';
+import { dynamicTime } from 'shared/helpers/timeHelper';
+
+const props = defineProps({
+  response: {
+    type: Object,
+    required: true,
+  },
+});
+
+const { t } = useI18n();
+const store = useStore();
+const { isCloudFeatureEnabled, isOnChatwootCloud } = useAccount();
+const { formatMessage } = useMessageFormatter();
+
+const isFeatureEnabled = computed(() =>
+  isCloudFeatureEnabled('csat_review_notes')
+);
+const showPaywall = computed(
+  () => !isFeatureEnabled.value && isOnChatwootCloud.value
+);
+
+const reviewNotes = ref(props.response.csat_review_notes || '');
+const isEditing = ref(!props.response.csat_review_notes);
+const isSaving = ref(false);
+
+const hasExistingReviewNotes = computed(
+  () => !!props.response.csat_review_notes
+);
+
+const hasChanges = computed(
+  () => reviewNotes.value !== (props.response.csat_review_notes || '')
+);
+
+const startEditing = () => {
+  isEditing.value = true;
+};
+
+const cancelEditing = () => {
+  reviewNotes.value = props.response.csat_review_notes || '';
+  if (hasExistingReviewNotes.value) {
+    isEditing.value = false;
+  }
+};
+
+const saveReviewNotes = async () => {
+  isSaving.value = true;
+  try {
+    await store.dispatch('csat/update', {
+      id: props.response.id,
+      reviewNotes: reviewNotes.value,
+    });
+    useAlert(t('CSAT_REPORTS.REVIEW_NOTES.SAVED'));
+    isEditing.value = false;
+  } catch {
+    useAlert(t('CSAT_REPORTS.REVIEW_NOTES.SAVE_ERROR'));
+  } finally {
+    isSaving.value = false;
+  }
+};
+</script>
+
+<template>
+  <div class="py-4 px-5 border-t border-n-container bg-n-background">
+    <CsatReviewNotesPaywall v-if="showPaywall" />
+    <div v-else-if="isFeatureEnabled" class="flex flex-col gap-3">
+      <div class="flex items-start gap-4">
+        <div
+          class="flex items-center gap-1.5 text-n-slate-11 shrink-0 w-36 pt-3"
+        >
+          <i class="i-lucide-notebook-pen size-4" />
+          <span class="text-sm font-medium">
+            {{ $t('CSAT_REPORTS.REVIEW_NOTES.TITLE') }}
+          </span>
+        </div>
+
+        <div class="flex-1 max-w-2xl">
+          <div
+            v-if="hasExistingReviewNotes && !isEditing"
+            class="group flex items-start gap-2 py-2 px-3 rounded-lg hover:bg-n-slate-2 dark:hover:bg-n-solid-3 cursor-pointer transition-colors"
+            @click.stop="startEditing"
+          >
+            <p
+              v-dompurify-html="formatMessage(response.csat_review_notes || '')"
+              class="flex-1 text-sm text-n-slate-12 prose-sm prose-p:text-sm prose-p:leading-relaxed prose-p:mb-1 prose-p:mt-0"
+            />
+            <i
+              class="i-lucide-pencil size-4 text-n-slate-10 opacity-0 group-hover:opacity-100 transition-opacity shrink-0 mt-0.5"
+            />
+          </div>
+
+          <div
+            v-else
+            class="flex flex-col gap-3 [&_.ProseMirror]:min-h-32 [&_.ProseMirror]:max-h-64 [&_.ProseMirror-menubar]:!mt-0"
+            @click.stop
+          >
+            <Editor
+              v-model="reviewNotes"
+              :placeholder="$t('CSAT_REPORTS.REVIEW_NOTES.PLACEHOLDER')"
+              :show-character-count="false"
+              :enable-canned-responses="false"
+              focus-on-mount
+            >
+              <template #actions>
+                <div class="flex items-center gap-2 py-2">
+                  <Button
+                    v-if="hasExistingReviewNotes"
+                    variant="ghost"
+                    size="xs"
+                    :label="$t('CSAT_REPORTS.REVIEW_NOTES.CANCEL')"
+                    @click.stop="cancelEditing"
+                  />
+                  <Button
+                    :label="$t('CSAT_REPORTS.REVIEW_NOTES.SAVE')"
+                    :disabled="!hasChanges || isSaving"
+                    :loading="isSaving"
+                    size="xs"
+                    @click.stop="saveReviewNotes"
+                  />
+                </div>
+              </template>
+            </Editor>
+          </div>
+        </div>
+      </div>
+
+      <div
+        v-if="
+          hasExistingReviewNotes &&
+          !isEditing &&
+          response.review_notes_updated_by
+        "
+        class="flex items-center gap-4"
+      >
+        <div class="flex items-center gap-1.5 text-n-slate-11 shrink-0 w-36">
+          <i class="i-lucide-user-pen size-4" />
+          <span class="text-sm font-medium">
+            {{ $t('CSAT_REPORTS.REVIEW_NOTES.UPDATED_BY_LABEL') }}
+          </span>
+        </div>
+        <div class="flex items-center gap-1 flex-1 max-w-2xl px-3">
+          <span class="text-sm text-n-slate-12">
+            {{ response.review_notes_updated_by.name }}
+          </span>
+          <span class="text-n-slate-10">·</span>
+          <span class="text-sm text-n-slate-10">
+            {{ dynamicTime(response.review_notes_updated_at) }}
+          </span>
+        </div>
+      </div>
+    </div>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/CsatMetricCard.story.vue

@@ -0,0 +1,53 @@
+<script setup>
+import CsatMetricCard from './CsatMetricCard.vue';
+</script>
+
+<!-- eslint-disable vue/no-bare-strings-in-template -->
+<!-- eslint-disable vue/no-undef-components -->
+<template>
+  <Story
+    title="Components/Reports/CsatMetricCard"
+    :layout="{ type: 'grid', width: '400px' }"
+  >
+    <Variant title="Default">
+      <div class="p-4 bg-n-background">
+        <CsatMetricCard
+          label="Total Responses"
+          tooltip="Total number of responses received"
+          value="1,234"
+        />
+      </div>
+    </Variant>
+
+    <Variant title="Percentage Value">
+      <div class="p-4 bg-n-background">
+        <CsatMetricCard
+          label="Satisfaction Score"
+          tooltip="Percentage of positive responses"
+          value="85%"
+        />
+      </div>
+    </Variant>
+
+    <Variant title="Loading State">
+      <div class="p-4 bg-n-background">
+        <CsatMetricCard
+          label="Response Rate"
+          tooltip="Percentage of conversations with responses"
+          value="0"
+          is-loading
+        />
+      </div>
+    </Variant>
+
+    <Variant title="Zero Value">
+      <div class="p-4 bg-n-background">
+        <CsatMetricCard
+          label="Total Responses"
+          tooltip="Total number of responses received"
+          value="0"
+        />
+      </div>
+    </Variant>
+  </Story>
+</template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/CsatMetricCard.vue

@@ -0,0 +1,41 @@
+<script setup>
+defineProps({
+  label: {
+    type: String,
+    required: true,
+  },
+  tooltip: {
+    type: String,
+    required: true,
+  },
+  value: {
+    type: [String, Number],
+    required: true,
+  },
+  isLoading: {
+    type: Boolean,
+    default: false,
+  },
+});
+</script>
+
+<template>
+  <div class="flex flex-col gap-2 items-start justify-center min-w-[10rem]">
+    <span
+      class="inline-flex items-center gap-1 text-sm font-medium text-n-slate-11"
+    >
+      {{ label }}
+      <span
+        v-tooltip.right="tooltip"
+        class="i-lucide-info flex flex-shrink-0 text-n-slate-10 size-3.5"
+      />
+    </span>
+    <div
+      v-if="isLoading"
+      class="w-16 h-8 rounded-md bg-n-slate-3 animate-pulse"
+    />
+    <span v-else class="text-2xl font-medium text-n-slate-12">
+      {{ value }}
+    </span>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/CsatMetrics.vue

@@ -1,135 +1,63 @@
-<script>
-import { mapGetters } from 'vuex';
-import CsatMetricCard from './ReportMetricCard.vue';
-import { CSAT_RATINGS } from 'shared/constants/messages';
-import BarChart from 'shared/components/charts/BarChart.vue';
+<script setup>
+import { computed } from 'vue';
+import { useMapGetter } from 'dashboard/composables/store';
+import CsatMetricCard from './CsatMetricCard.vue';
+import CsatRatingDistribution from './CsatRatingDistribution.vue';
 
-export default {
-  components: { BarChart, CsatMetricCard },
-  props: {
-    filters: {
-      type: Object,
-      required: true,
-    },
-  },
-  data() {
-    return {
-      csatRatings: CSAT_RATINGS,
-    };
-  },
-  computed: {
-    ...mapGetters({
-      metrics: 'csat/getMetrics',
-      ratingPercentage: 'csat/getRatingPercentage',
-      satisfactionScore: 'csat/getSatisfactionScore',
-      responseRate: 'csat/getResponseRate',
-    }),
-    ratingFilterEnabled() {
-      return Boolean(this.filters.rating);
-    },
-    chartData() {
-      const sortedRatings = [...CSAT_RATINGS].sort((a, b) => b.value - a.value);
-      return {
-        labels: ['Rating'],
-        datasets: sortedRatings.map(rating => ({
-          label: rating.emoji,
-          data: [this.ratingPercentage[rating.value]],
-          backgroundColor: rating.color,
-        })),
-      };
-    },
-    responseCount() {
-      return this.metrics.totalResponseCount
-        ? this.metrics.totalResponseCount.toLocaleString()
-        : '--';
-    },
-    chartOptions() {
-      return {
-        indexAxis: 'y',
-        responsive: true,
-        plugins: {
-          legend: {
-            display: false,
-          },
-          title: {
-            display: false,
-          },
-          tooltip: {
-            enabled: false,
-          },
-        },
-        scales: {
-          x: {
-            display: false,
-            stacked: true,
-          },
-          y: {
-            display: false,
-            stacked: true,
-          },
-        },
-      };
-    },
-  },
-  methods: {
-    formatToPercent(value) {
-      return value ? `${value}%` : '--';
-    },
-    ratingToEmoji(value) {
-      return CSAT_RATINGS.find(rating => rating.value === Number(value)).emoji;
-    },
-  },
-};
+const metrics = useMapGetter('csat/getMetrics');
+const ratingPercentage = useMapGetter('csat/getRatingPercentage');
+const ratingCount = useMapGetter('csat/getRatingCount');
+const satisfactionScore = useMapGetter('csat/getSatisfactionScore');
+const responseRate = useMapGetter('csat/getResponseRate');
+const uiFlags = useMapGetter('csat/getUIFlags');
+
+const isLoading = computed(() => uiFlags.value.isFetchingMetrics);
+
+const responseCount = computed(() =>
+  metrics.value.totalResponseCount
+    ? metrics.value.totalResponseCount.toLocaleString()
+    : '0'
+);
+
+const formatPercent = value => (value ? `${value}%` : '0%');
 </script>
 
-<!-- eslint-disable vue/no-unused-refs -->
-<!-- Added ref for writing specs -->
 <template>
-  <div
-    class="flex-col lg:flex-row flex flex-wrap mx-0 shadow outline-1 outline outline-n-container rounded-xl bg-n-solid-2 px-6 py-8 gap-4"
-  >
-    <CsatMetricCard
-      :label="$t('CSAT_REPORTS.METRIC.TOTAL_RESPONSES.LABEL')"
-      :info-text="$t('CSAT_REPORTS.METRIC.TOTAL_RESPONSES.TOOLTIP')"
-      :value="responseCount"
-      class="xs:w-full sm:max-w-[50%] lg:w-1/6 lg:max-w-[16%]"
-    />
-    <CsatMetricCard
-      :disabled="ratingFilterEnabled"
-      :label="$t('CSAT_REPORTS.METRIC.SATISFACTION_SCORE.LABEL')"
-      :info-text="$t('CSAT_REPORTS.METRIC.SATISFACTION_SCORE.TOOLTIP')"
-      :value="ratingFilterEnabled ? '--' : formatToPercent(satisfactionScore)"
-      class="xs:w-full sm:max-w-[50%] lg:w-1/6 lg:max-w-[16%]"
-    />
-    <CsatMetricCard
-      :label="$t('CSAT_REPORTS.METRIC.RESPONSE_RATE.LABEL')"
-      :info-text="$t('CSAT_REPORTS.METRIC.RESPONSE_RATE.TOOLTIP')"
-      :value="formatToPercent(responseRate)"
-      class="xs:w-full sm:max-w-[50%] lg:w-1/6 lg:max-w-[16%]"
-    />
-
+  <div class="flex flex-col gap-4">
     <div
-      v-if="metrics.totalResponseCount && !ratingFilterEnabled"
-      ref="csatBarChart"
-      class="w-full md:w-1/2 md:max-w-[50%] flex-1 rtl:[direction:initial]"
+      class="flex sm:flex-row flex-col w-full gap-4 sm:gap-14 shadow outline-1 outline outline-n-container rounded-xl bg-n-solid-2 px-6 py-5"
     >
-      <h3
-        class="flex items-center m-0 text-xs font-medium md:text-sm text-n-slate-12"
-      >
-        <div class="flex flex-row-reverse justify-end">
-          <div
-            v-for="(rating, key, index) in ratingPercentage"
-            :key="rating + key + index"
-            class="ltr:pr-4 rtl:pl-4"
-          >
-            <span class="my-0 mx-0.5">{{ ratingToEmoji(key) }}</span>
-            <span>{{ formatToPercent(rating) }}</span>
-          </div>
-        </div>
-      </h3>
-      <div class="mt-2 h-6">
-        <BarChart :collection="chartData" :chart-options="chartOptions" />
-      </div>
+      <CsatMetricCard
+        :label="$t('CSAT_REPORTS.METRIC.TOTAL_RESPONSES.LABEL')"
+        :tooltip="$t('CSAT_REPORTS.METRIC.TOTAL_RESPONSES.TOOLTIP')"
+        :value="responseCount"
+        :is-loading="isLoading"
+      />
+
+      <div class="w-full sm:w-px bg-n-strong" />
+
+      <CsatMetricCard
+        :label="$t('CSAT_REPORTS.METRIC.SATISFACTION_SCORE.LABEL')"
+        :tooltip="$t('CSAT_REPORTS.METRIC.SATISFACTION_SCORE.TOOLTIP')"
+        :value="formatPercent(satisfactionScore)"
+        :is-loading="isLoading"
+      />
+
+      <div class="w-full sm:w-px bg-n-strong" />
+
+      <CsatMetricCard
+        :label="$t('CSAT_REPORTS.METRIC.RESPONSE_RATE.LABEL')"
+        :tooltip="$t('CSAT_REPORTS.METRIC.RESPONSE_RATE.TOOLTIP')"
+        :value="formatPercent(responseRate)"
+        :is-loading="isLoading"
+      />
     </div>
+
+    <CsatRatingDistribution
+      :rating-percentage="ratingPercentage"
+      :rating-count="ratingCount"
+      :total-response-count="metrics.totalResponseCount"
+      :is-loading="isLoading"
+    />
   </div>
 </template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/CsatRatingDistribution.story.vue

@@ -0,0 +1,75 @@
+<script setup>
+import CsatRatingDistribution from './CsatRatingDistribution.vue';
+
+const sampleRatingPercentage = {
+  1: 5,
+  2: 10,
+  3: 15,
+  4: 25,
+  5: 45,
+};
+
+const sampleRatingCount = {
+  1: 50,
+  2: 100,
+  3: 150,
+  4: 250,
+  5: 450,
+};
+
+const emptyRatingPercentage = {
+  1: 0,
+  2: 0,
+  3: 0,
+  4: 0,
+  5: 0,
+};
+
+const emptyRatingCount = {
+  1: 0,
+  2: 0,
+  3: 0,
+  4: 0,
+  5: 0,
+};
+</script>
+
+<!-- eslint-disable vue/no-bare-strings-in-template -->
+<!-- eslint-disable vue/no-undef-components -->
+<template>
+  <Story
+    title="Components/Reports/CsatRatingDistribution"
+    :layout="{ type: 'grid', width: '800px' }"
+  >
+    <Variant title="With Data">
+      <div class="p-4 bg-n-background">
+        <CsatRatingDistribution
+          :rating-percentage="sampleRatingPercentage"
+          :rating-count="sampleRatingCount"
+          :total-response-count="1000"
+        />
+      </div>
+    </Variant>
+
+    <Variant title="Empty State">
+      <div class="p-4 bg-n-background">
+        <CsatRatingDistribution
+          :rating-percentage="emptyRatingPercentage"
+          :rating-count="emptyRatingCount"
+          :total-response-count="0"
+        />
+      </div>
+    </Variant>
+
+    <Variant title="Loading State">
+      <div class="p-4 bg-n-background">
+        <CsatRatingDistribution
+          :rating-percentage="emptyRatingPercentage"
+          :rating-count="emptyRatingCount"
+          :total-response-count="0"
+          is-loading
+        />
+      </div>
+    </Variant>
+  </Story>
+</template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/CsatRatingDistribution.vue

@@ -0,0 +1,101 @@
+<script setup>
+import { computed } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { CSAT_RATINGS } from 'shared/constants/messages';
+
+const props = defineProps({
+  ratingPercentage: {
+    type: Object,
+    default: () => ({}),
+  },
+  ratingCount: {
+    type: Object,
+    default: () => ({}),
+  },
+  totalResponseCount: {
+    type: Number,
+    default: 0,
+  },
+  isLoading: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const { t } = useI18n();
+
+const sortedRatings = computed(() =>
+  [...CSAT_RATINGS].sort((a, b) => b.value - a.value)
+);
+
+const formatPercent = value => (value ? `${value}%` : '0%');
+
+const getRatingLabel = value => {
+  const rating = CSAT_RATINGS.find(r => r.value === value);
+  return rating ? t(rating.translationKey) : '';
+};
+
+const getRatingCount = value => {
+  return props.ratingCount[value] || 0;
+};
+</script>
+
+<template>
+  <div
+    class="shadow outline-1 outline outline-n-container rounded-xl bg-n-solid-2 px-6 py-5"
+  >
+    <span class="text-sm font-medium text-n-slate-11">
+      {{ $t('CSAT_REPORTS.METRIC.RATING_DISTRIBUTION') }}
+    </span>
+
+    <div v-if="isLoading" class="mt-4">
+      <div class="h-6 w-full rounded-full bg-n-slate-3 animate-pulse" />
+      <div class="flex gap-6 mt-4">
+        <div
+          v-for="n in 5"
+          :key="n"
+          class="h-4 w-20 rounded bg-n-slate-3 animate-pulse"
+        />
+      </div>
+    </div>
+
+    <div v-else class="mt-4">
+      <div
+        v-if="totalResponseCount"
+        class="flex h-6 w-full rounded-full overflow-hidden bg-n-alpha-2"
+      >
+        <div
+          v-for="rating in sortedRatings"
+          :key="rating.value"
+          v-tooltip="
+            `${getRatingLabel(rating.value)}: ${formatPercent(ratingPercentage[rating.value])} (${getRatingCount(rating.value)})`
+          "
+          :style="{
+            width: `${ratingPercentage[rating.value]}%`,
+            backgroundColor: rating.color,
+          }"
+          class="h-full transition-all duration-300 first:rounded-s-full last:rounded-e-full cursor-default"
+        />
+      </div>
+      <div v-else class="h-6 w-full rounded-full bg-n-alpha-2" />
+
+      <div class="flex flex-wrap gap-x-6 gap-y-2 mt-4">
+        <div
+          v-for="rating in sortedRatings"
+          :key="rating.value"
+          class="flex items-center gap-2"
+        >
+          <span class="text-sm text-n-slate-11">
+            {{ getRatingLabel(rating.value) }}
+          </span>
+          <span class="text-sm font-medium text-n-slate-12">
+            {{ formatPercent(ratingPercentage[rating.value]) }}
+          </span>
+          <span class="text-xs text-n-slate-10">
+            ({{ getRatingCount(rating.value) }})
+          </span>
+        </div>
+      </div>
+    </div>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/CsatReviewNotesPaywall.vue

@@ -0,0 +1,28 @@
+<script setup>
+import { useRouter } from 'vue-router';
+import { useMapGetter } from 'dashboard/composables/store';
+import BasePaywallModal from 'dashboard/routes/dashboard/settings/components/BasePaywallModal.vue';
+
+const router = useRouter();
+const currentAccountId = useMapGetter('getCurrentAccountId');
+
+const goToBillingSettings = () => {
+  router.push({
+    name: 'billing_settings_index',
+    params: { accountId: currentAccountId.value },
+  });
+};
+</script>
+
+<template>
+  <div class="py-4 px-5 bg-n-background">
+    <div class="flex justify-center">
+      <BasePaywallModal
+        feature-prefix="CSAT_REPORTS.REVIEW_NOTES"
+        i18n-key="PAYWALL"
+        is-on-chatwoot-cloud
+        @upgrade="goToBillingSettings"
+      />
+    </div>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/CsatTable.vue

@@ -1,19 +1,19 @@
 <script setup>
-import { defineEmits, computed, h } from 'vue';
+import { ref, computed } from 'vue';
 import { useMapGetter } from 'dashboard/composables/store';
+import { useAccount } from 'dashboard/composables/useAccount';
 import { useI18n } from 'vue-i18n';
 
-// [TODO] Instead of converting the values to their reprentation when building the tableData
-// We should do the change in the cell
 import { messageStamp, dynamicTime } from 'shared/helpers/timeHelper';
 
-// components
-import Table from 'dashboard/components/table/Table.vue';
 import Pagination from 'dashboard/components/table/Pagination.vue';
 import UserAvatarWithName from 'dashboard/components/widgets/UserAvatarWithName.vue';
-import ConversationCell from './ConversationCell.vue';
+import ShowMore from 'dashboard/components/widgets/ShowMore.vue';
+import CsatContactCell from './CsatContactCell.vue';
+import CsatExpandedRow from './CsatExpandedRow.vue';
+import CsatEmptyState from './CsatEmptyState.vue';
+import CsatTableLoader from './CsatTableLoader.vue';
 
-// constants
 import { CSAT_RATINGS } from 'shared/constants/messages';
 
 import {
@@ -31,97 +31,82 @@ const { pageIndex } = defineProps({
 
 const emit = defineEmits(['pageChange']);
 const { t } = useI18n();
-// const isRTL = useMapGetter('accounts/isRTL');
+const { isCloudFeatureEnabled, isOnChatwootCloud } = useAccount();
 const csatResponses = useMapGetter('csat/getCSATResponses');
+
+const isFeatureEnabled = computed(() =>
+  isCloudFeatureEnabled('csat_review_notes')
+);
+const showExpandableRows = computed(
+  () => isFeatureEnabled.value || isOnChatwootCloud.value
+);
 const metrics = useMapGetter('csat/getMetrics');
+const uiFlags = useMapGetter('csat/getUIFlags');
+
+const isLoading = computed(() => uiFlags.value.isFetching);
+
+const expandedRows = ref({});
+
+const toggleRow = id => {
+  expandedRows.value = {
+    ...expandedRows.value,
+    [id]: !expandedRows.value[id],
+  };
+};
+
+const isRowExpanded = id => !!expandedRows.value[id];
 
 const tableData = computed(() => {
   return csatResponses.value.map(response => ({
+    id: response.id,
     contact: response.contact,
     assignedAgent: response.assigned_agent,
     rating: response.rating,
-    feedbackText: response.feedback_message || '---',
+    feedbackText: response.feedback_message || '',
     conversationId: response.conversation_id,
+    csatReviewNotes: response.csat_review_notes,
     createdAgo: dynamicTime(response.created_at),
     createdAt: messageStamp(response.created_at, 'LLL d yyyy, h:mm a'),
+    _original: response,
   }));
 });
 
-const defaultSpanRender = cellProps => {
-  const value = cellProps.getValue() || '---';
-  return h(
-    'span',
-    {
-      class: 'line-clamp-5 break-words max-w-full text-n-slate-12',
-      title: value,
-    },
-    value
-  );
+const getRatingData = rating => {
+  return CSAT_RATINGS.find(r => r.value === rating) || {};
 };
 
 const columnHelper = createColumnHelper();
 
-const columns = computed(() => [
-  columnHelper.accessor('contact', {
-    header: t('CSAT_REPORTS.TABLE.HEADER.CONTACT_NAME'),
-    width: 200,
-    cell: cellProps => {
-      const { contact } = cellProps.row.original;
-      if (contact) {
-        return h(UserAvatarWithName, {
-          user: contact,
-          class: 'max-w-[200px] overflow-hidden',
-        });
-      }
-      return '--';
-    },
-  }),
-  columnHelper.accessor('assignedAgent', {
-    header: t('CSAT_REPORTS.TABLE.HEADER.AGENT_NAME'),
-    width: 200,
-    cell: cellProps => {
-      const { assignedAgent } = cellProps.row.original;
-      if (assignedAgent) {
-        return h(UserAvatarWithName, {
-          user: assignedAgent,
-          class: 'max-w-[200px] overflow-hidden',
-        });
-      }
-      return '--';
-    },
-  }),
-  columnHelper.accessor('rating', {
-    header: t('CSAT_REPORTS.TABLE.HEADER.RATING'),
-    align: 'center',
-    width: 80,
-    cell: cellProps => {
-      const { rating: giveRating } = cellProps.row.original;
-      const [ratingObject = {}] = CSAT_RATINGS.filter(
-        rating => rating.value === giveRating
-      );
+const columns = computed(() => {
+  const baseColumns = [
+    columnHelper.accessor('contact', {
+      header: t('CSAT_REPORTS.TABLE.HEADER.CONTACT_NAME'),
+    }),
+    columnHelper.accessor('rating', {
+      header: t('CSAT_REPORTS.TABLE.HEADER.RATING'),
+      size: 120,
+    }),
+    columnHelper.accessor('feedbackText', {
+      header: t('CSAT_REPORTS.TABLE.HEADER.FEEDBACK_TEXT'),
+      size: 500,
+    }),
+    columnHelper.accessor('assignedAgent', {
+      header: t('CSAT_REPORTS.TABLE.HEADER.HANDLED_BY'),
+      size: 160,
+    }),
+  ];
 
-      return h(
-        'span',
-        {
-          class: ratingObject.emoji
-            ? 'emoji-response text-lg'
-            : 'text-n-slate-10',
-        },
-        ratingObject.emoji || '---'
-      );
-    },
-  }),
-  columnHelper.accessor('feedbackText', {
-    header: t('CSAT_REPORTS.TABLE.HEADER.FEEDBACK_TEXT'),
-    width: 400,
-    cell: defaultSpanRender,
-  }),
-  columnHelper.accessor('conversationId', {
-    header: '',
-    width: 100,
-    cell: cellProps => h(ConversationCell, cellProps),
-  }),
-]);
+  if (showExpandableRows.value) {
+    baseColumns.push(
+      columnHelper.accessor('actions', {
+        header: '',
+        size: 50,
+      })
+    );
+  }
+
+  return baseColumns;
+});
 
 const paginationParams = computed(() => {
   return {
@@ -149,25 +134,124 @@ const table = useVueTable({
     },
   },
   onPaginationChange: updater => {
-    const newPagintaion = updater(paginationParams.value);
-    emit('pageChange', newPagintaion.pageIndex);
+    const newPagination = updater(paginationParams.value);
+    emit('pageChange', newPagination.pageIndex);
   },
 });
 </script>
 
 <template>
   <div
-    class="shadow outline-1 outline outline-n-container rounded-xl bg-n-solid-2 px-6 py-5"
+    class="shadow outline-1 outline outline-n-container rounded-xl bg-n-solid-2 overflow-hidden"
   >
-    <Table :table="table" class="max-h-[calc(100vh-21.875rem)]" />
-    <div
-      v-show="!tableData.length"
-      class="h-48 flex items-center justify-center text-n-slate-12 text-sm"
-    >
-      {{ $t('CSAT_REPORTS.NO_RECORDS') }}
+    <CsatTableLoader v-if="isLoading" />
+
+    <div v-else-if="tableData.length" class="overflow-x-auto">
+      <table class="w-full">
+        <thead class="bg-n-solid-2 border-b border-n-container">
+          <tr>
+            <th
+              v-for="header in table.getFlatHeaders()"
+              :key="header.id"
+              :style="{
+                width: header.getSize() ? `${header.getSize()}px` : 'auto',
+              }"
+              class="text-left py-3 px-5 font-medium text-sm text-n-slate-12"
+            >
+              {{ header.column.columnDef.header }}
+            </th>
+          </tr>
+        </thead>
+        <tbody class="divide-y divide-n-container">
+          <template v-for="row in tableData" :key="row.id">
+            <tr
+              class="group hover:bg-n-slate-2 dark:hover:bg-n-solid-3 transition-colors"
+              :class="{
+                'bg-n-slate-2 dark:bg-n-solid-3': isRowExpanded(row.id),
+                'cursor-pointer': showExpandableRows,
+              }"
+              @click="showExpandableRows && toggleRow(row.id)"
+            >
+              <td class="py-4 px-5">
+                <CsatContactCell
+                  :contact="row.contact"
+                  :conversation-id="row.conversationId"
+                  :created-ago="row.createdAgo"
+                  :created-at="row.createdAt"
+                />
+              </td>
+              <td class="py-4 px-5">
+                <div
+                  class="inline-flex items-center gap-1.5 px-2 py-1 rounded-lg"
+                  :style="{
+                    backgroundColor: `${getRatingData(row.rating).color}20`,
+                  }"
+                >
+                  <span class="text-sm font-medium text-n-slate-12 truncate">
+                    {{ $t(getRatingData(row.rating).translationKey) }}
+                  </span>
+                </div>
+              </td>
+              <td class="py-4 px-5">
+                <span
+                  v-if="!row.feedbackText"
+                  class="text-n-slate-10 italic text-sm"
+                >
+                  {{ $t('CSAT_REPORTS.NO_FEEDBACK') }}
+                </span>
+                <div v-else class="text-sm text-n-slate-12">
+                  <ShowMore :text="row.feedbackText" :limit="100" />
+                </div>
+              </td>
+              <td class="py-4 px-5">
+                <UserAvatarWithName
+                  v-if="row.assignedAgent"
+                  :user="row.assignedAgent"
+                  :size="28"
+                />
+                <span v-else class="text-n-slate-10 text-sm italic">
+                  {{ $t('CSAT_REPORTS.NO_AGENT') }}
+                </span>
+              </td>
+              <td v-if="showExpandableRows" class="py-4 px-5">
+                <div
+                  class="p-1.5 rounded-md text-n-slate-10 group-hover:text-n-slate-12 transition-colors"
+                >
+                  <i
+                    class="size-4 block transition-transform duration-200"
+                    :class="
+                      isRowExpanded(row.id)
+                        ? 'i-lucide-chevron-up'
+                        : 'i-lucide-chevron-down'
+                    "
+                  />
+                </div>
+              </td>
+            </tr>
+            <tr
+              v-if="showExpandableRows && isRowExpanded(row.id)"
+              class="!border-t-0"
+            >
+              <td colspan="5" class="p-0 !border-t-0">
+                <CsatExpandedRow :response="row._original" />
+              </td>
+            </tr>
+          </template>
+        </tbody>
+      </table>
     </div>
-    <div v-if="metrics.totalResponseCount" class="table-pagination">
-      <Pagination class="mt-2" :table="table" />
+
+    <CsatEmptyState
+      v-else
+      :title="$t('CSAT_REPORTS.NO_RECORDS')"
+      :description="$t('CSAT_REPORTS.NO_RECORDS_DESCRIPTION')"
+    />
+
+    <div
+      v-if="metrics.totalResponseCount"
+      class="px-6 py-4 border-t border-n-weak"
+    >
+      <Pagination :table="table" />
     </div>
   </div>
 </template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/CsatTableLoader.vue

@@ -0,0 +1,36 @@
+<script setup>
+defineProps({
+  rows: {
+    type: Number,
+    default: 5,
+  },
+});
+</script>
+
+<template>
+  <div class="p-6">
+    <div class="space-y-4">
+      <div class="flex gap-4 pb-3 border-b border-n-weak">
+        <div class="h-4 w-32 rounded bg-n-slate-3 animate-pulse" />
+        <div class="h-4 w-28 rounded bg-n-slate-3 animate-pulse" />
+        <div class="h-4 w-20 rounded bg-n-slate-3 animate-pulse" />
+        <div class="h-4 flex-1 rounded bg-n-slate-3 animate-pulse" />
+        <div class="h-4 w-20 rounded bg-n-slate-3 animate-pulse" />
+      </div>
+
+      <div v-for="n in rows" :key="n" class="flex items-center gap-4 py-3">
+        <div class="flex items-center gap-2 w-48">
+          <div class="size-8 rounded-full bg-n-slate-3 animate-pulse" />
+          <div class="h-4 w-24 rounded bg-n-slate-3 animate-pulse" />
+        </div>
+        <div class="flex items-center gap-2 w-44">
+          <div class="size-8 rounded-full bg-n-slate-3 animate-pulse" />
+          <div class="h-4 w-20 rounded bg-n-slate-3 animate-pulse" />
+        </div>
+        <div class="h-7 w-24 rounded-lg bg-n-slate-3 animate-pulse" />
+        <div class="h-4 flex-1 rounded bg-n-slate-3 animate-pulse" />
+        <div class="h-4 w-16 rounded bg-n-slate-3 animate-pulse" />
+      </div>
+    </div>
+  </div>
+</template>

app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/CSATMetrics.spec.js

@@ -6,7 +6,6 @@ describe('CsatMetrics.vue', () => {
   let getters;
   let store;
   let wrapper;
-  const filters = { rating: 3 };
 
   beforeEach(() => {
     getters = {
@@ -18,8 +17,16 @@ describe('CsatMetrics.vue', () => {
         4: 30,
         5: 10,
       }),
+      'csat/getRatingCount': () => ({
+        1: 10,
+        2: 20,
+        3: 30,
+        4: 30,
+        5: 10,
+      }),
       'csat/getSatisfactionScore': () => 85,
       'csat/getResponseRate': () => 90,
+      'csat/getUIFlags': () => ({ isFetchingMetrics: false }),
     };
 
     store = createStore({
@@ -28,40 +35,31 @@ describe('CsatMetrics.vue', () => {
 
     wrapper = shallowMount(CsatMetrics, {
       global: {
-        plugins: [store], // Ensure the store is injected here
+        plugins: [store],
         mocks: {
-          $t: msg => msg, // mock translation function
+          $t: msg => msg,
         },
         stubs: {
-          CsatMetricCard: '<csat-metric-card/>',
-          BarChart: '<woot-horizontal-bar/>',
+          CsatMetricCard: true,
+          CsatRatingDistribution: true,
         },
       },
-      props: { filters },
     });
   });
 
   it('computes response count correctly', () => {
     expect(wrapper.vm.responseCount).toBe('100');
-    expect(wrapper.html()).toMatchSnapshot();
   });
 
-  it('formats values to percent correctly', () => {
-    expect(wrapper.vm.formatToPercent(85)).toBe('85%');
-    expect(wrapper.vm.formatToPercent(null)).toBe('--');
+  it('renders metric cards with correct values', () => {
+    const metricCards = wrapper.findAllComponents({ name: 'CsatMetricCard' });
+    expect(metricCards).toHaveLength(3);
   });
 
-  it('maps rating value to emoji correctly', () => {
-    const rating = wrapper.vm.csatRatings[0]; // assuming this is { value: 1, emoji: '😡' }
-    expect(wrapper.vm.ratingToEmoji(rating.value)).toBe(rating.emoji);
-  });
-
-  it('hides report card if rating filter is enabled', () => {
-    expect(wrapper.html()).not.toContain('bar-chart-stub');
-  });
-
-  it('shows report card if rating filter is not enabled', async () => {
-    await wrapper.setProps({ filters: {} });
-    expect(wrapper.html()).toContain('bar-chart-stub');
+  it('renders rating distribution component', () => {
+    const distribution = wrapper.findComponent({
+      name: 'CsatRatingDistribution',
+    });
+    expect(distribution.exists()).toBe(true);
   });
 });

app/javascript/dashboard/routes/dashboard/settings/reports/components/specs/__snapshots__/CSATMetrics.spec.js.snap

@@ -1,10 +0,0 @@
-// Vitest Snapshot v1, https://vitest.dev/guide/snapshot.html
-
-exports[`CsatMetrics.vue > computes response count correctly 1`] = `
-"<div class="flex-col lg:flex-row flex flex-wrap mx-0 shadow outline-1 outline outline-n-container rounded-xl bg-n-solid-2 px-6 py-8 gap-4">
-  <csat-metric-card-stub label="CSAT_REPORTS.METRIC.TOTAL_RESPONSES.LABEL" infotext="CSAT_REPORTS.METRIC.TOTAL_RESPONSES.TOOLTIP" disabled="false" class="xs:w-full sm:max-w-[50%] lg:w-1/6 lg:max-w-[16%]" value="100"></csat-metric-card-stub>
-  <csat-metric-card-stub label="CSAT_REPORTS.METRIC.SATISFACTION_SCORE.LABEL" infotext="CSAT_REPORTS.METRIC.SATISFACTION_SCORE.TOOLTIP" disabled="true" class="xs:w-full sm:max-w-[50%] lg:w-1/6 lg:max-w-[16%]" value="--"></csat-metric-card-stub>
-  <csat-metric-card-stub label="CSAT_REPORTS.METRIC.RESPONSE_RATE.LABEL" infotext="CSAT_REPORTS.METRIC.RESPONSE_RATE.TOOLTIP" disabled="false" class="xs:w-full sm:max-w-[50%] lg:w-1/6 lg:max-w-[16%]" value="90%"></csat-metric-card-stub>
-  <!--v-if-->
-</div>"
-`;

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

@@ -82,6 +82,9 @@ export const getters = {
       ),
     };
   },
+  getRatingCount(_state) {
+    return _state.metrics.ratingsCount;
+  },
 };
 
 export const actions = {
@@ -115,6 +118,13 @@ export const actions = {
       });
     });
   },
+  update: async ({ commit }, { id, reviewNotes }) => {
+    const response = await CSATReports.update(id, {
+      csat_review_notes: reviewNotes,
+    });
+    commit(types.UPDATE_CSAT_RESPONSE, response.data);
+    return response.data;
+  },
 };
 
 export const mutations = {
@@ -144,6 +154,7 @@ export const mutations = {
     };
     _state.metrics.totalSentMessagesCount = totalSentMessagesCount || 0;
   },
+  [types.UPDATE_CSAT_RESPONSE]: MutationHelpers.update,
 };
 
 export default {

app/javascript/dashboard/store/modules/specs/csat/getters.spec.js

@@ -86,4 +86,19 @@ describe('#getters', () => {
       })
     ).toEqual('50.00');
   });
+
+  it('getRatingCount', () => {
+    const state = {
+      metrics: {
+        ratingsCount: { 1: 10, 2: 20, 3: 15, 4: 3, 5: 2 },
+      },
+    };
+    expect(getters.getRatingCount(state)).toEqual({
+      1: 10,
+      2: 20,
+      3: 15,
+      4: 3,
+      5: 2,
+    });
+  });
 });

app/javascript/dashboard/store/mutation-types.js

@@ -241,6 +241,7 @@ export default {
   SET_CSAT_RESPONSE_UI_FLAG: 'SET_CSAT_RESPONSE_UI_FLAG',
   SET_CSAT_RESPONSE: 'SET_CSAT_RESPONSE',
   SET_CSAT_RESPONSE_METRICS: 'SET_CSAT_RESPONSE_METRICS',
+  UPDATE_CSAT_RESPONSE: 'UPDATE_CSAT_RESPONSE',
 
   // Custom Attributes
   SET_CUSTOM_ATTRIBUTE_UI_FLAG: 'SET_CUSTOM_ATTRIBUTE_UI_FLAG',

app/javascript/portal/portalHelpers.js

@@ -14,13 +14,22 @@ export const getHeadingsfromTheArticle = () => {
   const rows = [];
   const articleElement = document.getElementById('cw-article-content');
   articleElement.querySelectorAll('h1, h2, h3').forEach(element => {
-    const slug = slugifyWithCounter(element.innerText);
+    const headingText = element.innerText;
+    const slug = slugifyWithCounter(headingText);
     element.id = slug;
     element.className = 'scroll-mt-24 heading';
-    element.innerHTML += `<a class="permalink text-slate-600 ml-3" href="#${slug}" title="${element.innerText}" data-turbolinks="false">#</a>`;
+
+    const permalink = document.createElement('a');
+    permalink.className = 'permalink text-slate-600 ml-3';
+    permalink.href = `#${slug}`;
+    permalink.title = headingText;
+    permalink.dataset.turbolinks = 'false';
+    permalink.textContent = '#';
+    element.appendChild(permalink);
+
     rows.push({
       slug,
-      title: element.innerText,
+      title: headingText,
       tag: element.tagName.toLowerCase(),
     });
   });

app/javascript/shared/constants/openai.js

@@ -1,11 +0,0 @@
-export const OPEN_AI_OPTIONS = {
-  IMPROVE_WRITING: 'improve_writing',
-  FIX_SPELLING_GRAMMAR: 'fix_spelling_grammar',
-  SHORTEN: 'shorten',
-  EXPAND: 'expand',
-  MAKE_FRIENDLY: 'make_friendly',
-  MAKE_FORMAL: 'make_formal',
-  SIMPLIFY: 'simplify',
-  REPLY_SUGGESTION: 'reply_suggestion',
-  SUMMARIZE: 'summarize',
-};

app/jobs/conversations/resolution_job.rb

@@ -16,10 +16,12 @@ class Conversations::ResolutionJob < ApplicationJob
   private
 
   def conversation_scope(account)
-    if account.auto_resolve_ignore_waiting
-      account.conversations.resolvable_not_waiting(account.auto_resolve_after)
-    else
-      account.conversations.resolvable_all(account.auto_resolve_after)
-    end
+    base_scope = if account.auto_resolve_ignore_waiting
+                   account.conversations.resolvable_not_waiting(account.auto_resolve_after)
+                 else
+                   account.conversations.resolvable_all(account.auto_resolve_after)
+                 end
+    # Exclude orphan conversations where contact was deleted but conversation cleanup is pending
+    base_scope.where.not(contact_id: nil)
   end
 end

app/listeners/reporting_event_listener.rb

@@ -1,6 +1,18 @@
 class ReportingEventListener < BaseListener
   include ReportingEventHelper
 
+  def conversation_created(event)
+    conversation = extract_conversation_and_account(event)[0]
+
+    ReportingEvent.create!(
+      name: 'conversation_created',
+      value: 0,
+      event_start_time: conversation.created_at,
+      event_end_time: conversation.created_at,
+      **base_event_attributes(conversation, from_state: nil)
+    )
+  end
+
   def conversation_resolved(event)
     conversation = extract_conversation_and_account(event)[0]
     time_to_resolve = conversation.updated_at.to_i - conversation.created_at.to_i
@@ -8,14 +20,10 @@ class ReportingEventListener < BaseListener
     reporting_event = ReportingEvent.new(
       name: 'conversation_resolved',
       value: time_to_resolve,
-      value_in_business_hours: business_hours(conversation.inbox, conversation.created_at,
-                                              conversation.updated_at),
-      account_id: conversation.account_id,
-      inbox_id: conversation.inbox_id,
-      user_id: conversation.assignee_id,
-      conversation_id: conversation.id,
+      value_in_business_hours: business_hours(conversation.inbox, conversation.created_at, conversation.updated_at),
       event_start_time: conversation.created_at,
-      event_end_time: conversation.updated_at
+      event_end_time: conversation.updated_at,
+      **base_event_attributes(conversation, from_state: 'handling')
     )
 
     create_bot_resolved_event(conversation, reporting_event)
@@ -27,20 +35,14 @@ class ReportingEventListener < BaseListener
     conversation = message.conversation
     first_response_time = message.created_at.to_i - last_non_human_activity(conversation).to_i
 
-    reporting_event = ReportingEvent.new(
+    ReportingEvent.create!(
       name: 'first_response',
       value: first_response_time,
-      value_in_business_hours: business_hours(conversation.inbox, last_non_human_activity(conversation),
-                                              message.created_at),
-      account_id: conversation.account_id,
-      inbox_id: conversation.inbox_id,
-      user_id: message.sender_id,
-      conversation_id: conversation.id,
+      value_in_business_hours: business_hours(conversation.inbox, last_non_human_activity(conversation), message.created_at),
       event_start_time: last_non_human_activity(conversation),
-      event_end_time: message.created_at
+      event_end_time: message.created_at,
+      **base_event_attributes(conversation, from_state: 'waiting', user_id: message.sender_id)
     )
-
-    reporting_event.save!
   end
 
   def reply_created(event)
@@ -50,21 +52,16 @@ class ReportingEventListener < BaseListener
 
     return if waiting_since.blank?
 
-    # When waiting_since is nil, set reply_time to 0
     reply_time = message.created_at.to_i - waiting_since.to_i
 
-    reporting_event = ReportingEvent.new(
+    ReportingEvent.create!(
       name: 'reply_time',
       value: reply_time,
       value_in_business_hours: business_hours(conversation.inbox, waiting_since, message.created_at),
-      account_id: conversation.account_id,
-      inbox_id: conversation.inbox_id,
-      user_id: conversation.assignee_id,
-      conversation_id: conversation.id,
       event_start_time: waiting_since,
-      event_end_time: message.created_at
+      event_end_time: message.created_at,
+      **base_event_attributes(conversation, from_state: 'waiting')
     )
-    reporting_event.save!
   end
 
   def conversation_bot_handoff(event)
@@ -76,18 +73,14 @@ class ReportingEventListener < BaseListener
 
     time_to_handoff = conversation.updated_at.to_i - conversation.created_at.to_i
 
-    reporting_event = ReportingEvent.new(
+    ReportingEvent.create!(
       name: 'conversation_bot_handoff',
       value: time_to_handoff,
       value_in_business_hours: business_hours(conversation.inbox, conversation.created_at, conversation.updated_at),
-      account_id: conversation.account_id,
-      inbox_id: conversation.inbox_id,
-      user_id: conversation.assignee_id,
-      conversation_id: conversation.id,
       event_start_time: conversation.created_at,
-      event_end_time: conversation.updated_at
+      event_end_time: conversation.updated_at,
+      **base_event_attributes(conversation, from_state: 'bot_handling')
     )
-    reporting_event.save!
   end
 
   def conversation_opened(event)
@@ -99,36 +92,47 @@ class ReportingEventListener < BaseListener
       name: 'conversation_resolved'
     ).order(event_end_time: :desc).first
 
-    # For first-time openings, value is 0
-    # For reopenings, calculate time since resolution
+    # For first-time openings, value is 0, from_state is nil
+    # For reopenings, calculate time since resolution, from_state is 'resolved'
     if last_resolved_event
       time_since_resolved = conversation.updated_at.to_i - last_resolved_event.event_end_time.to_i
       business_hours_value = business_hours(conversation.inbox, last_resolved_event.event_end_time, conversation.updated_at)
       start_time = last_resolved_event.event_end_time
+      from_state = 'resolved'
     else
       time_since_resolved = 0
       business_hours_value = 0
       start_time = conversation.created_at
+      from_state = nil
     end
 
-    create_conversation_opened_event(conversation, time_since_resolved, business_hours_value, start_time)
+    create_conversation_opened_event(conversation, time_since_resolved, business_hours_value, start_time, from_state)
   end
 
   private
 
-  def create_conversation_opened_event(conversation, time_since_resolved, business_hours_value, start_time)
-    reporting_event = ReportingEvent.new(
+  def base_event_attributes(conversation, from_state:, user_id: nil)
+    {
+      account_id: conversation.account_id,
+      inbox_id: conversation.inbox_id,
+      user_id: user_id || conversation.assignee_id,
+      conversation_id: conversation.id,
+      conversation_created_at: conversation.created_at,
+      team_id: conversation.team_id,
+      channel_type: conversation.inbox.channel_type,
+      from_state: from_state
+    }
+  end
+
+  def create_conversation_opened_event(conversation, time_since_resolved, business_hours_value, start_time, from_state)
+    ReportingEvent.create!(
       name: 'conversation_opened',
       value: time_since_resolved,
       value_in_business_hours: business_hours_value,
-      account_id: conversation.account_id,
-      inbox_id: conversation.inbox_id,
-      user_id: conversation.assignee_id,
-      conversation_id: conversation.id,
       event_start_time: start_time,
-      event_end_time: conversation.updated_at
+      event_end_time: conversation.updated_at,
+      **base_event_attributes(conversation, from_state: from_state)
     )
-    reporting_event.save!
   end
 
   def create_bot_resolved_event(conversation, reporting_event)
@@ -138,6 +142,7 @@ class ReportingEventListener < BaseListener
 
     bot_resolved_event = reporting_event.dup
     bot_resolved_event.name = 'conversation_bot_resolved'
+    bot_resolved_event.from_state = 'bot_handling'
     bot_resolved_event.save!
   end
 end

app/models/channel/whatsapp.rb

@@ -34,6 +34,7 @@ class Channel::Whatsapp < ApplicationRecord
 
   after_create :sync_templates
   before_destroy :teardown_webhooks
+  after_commit :setup_webhooks, on: :create, if: :should_auto_setup_webhooks?
 
   def name
     'Whatsapp'
@@ -86,4 +87,10 @@ class Channel::Whatsapp < ApplicationRecord
   def teardown_webhooks
     Whatsapp::WebhookTeardownService.new(self).perform
   end
+
+  def should_auto_setup_webhooks?
+    # 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/models/concerns/conversation_mute_helpers.rb

@@ -2,17 +2,21 @@ module ConversationMuteHelpers
   extend ActiveSupport::Concern
 
   def mute!
+    return unless contact
+
     resolved!
     contact.update(blocked: true)
     create_muted_message
   end
 
   def unmute!
+    return unless contact
+
     contact.update(blocked: false)
     create_unmuted_message
   end
 
   def muted?
-    contact.blocked?
+    contact&.blocked? || false
   end
 end

app/models/csat_survey_response.rb

@@ -27,6 +27,7 @@ class CsatSurveyResponse < ApplicationRecord
   belongs_to :contact
   belongs_to :message
   belongs_to :assigned_agent, class_name: 'User', optional: true, inverse_of: :csat_survey_responses
+  belongs_to :review_notes_updated_by, class_name: 'User', optional: true
 
   validates :rating, presence: true, inclusion: { in: [1, 2, 3, 4, 5] }
   validates :account_id, presence: true

app/models/integrations/hook.rb

@@ -64,13 +64,10 @@ class Integrations::Hook < ApplicationRecord
     update(status: 'disabled')
   end
 
-  def process_event(event)
-    case app_id
-    when 'openai'
-      Integrations::Openai::ProcessorService.new(hook: self, event: event).perform if app_id == 'openai'
-    else
-      { error: 'No processor found' }
-    end
+  def process_event(_event)
+    # OpenAI integration migrated to Captain::EditorService
+    # Other integrations (slack, dialogflow, etc.) handled via HookJob
+    { error: 'No processor found' }
   end
 
   def feature_allowed?

app/models/reporting_event.rb

@@ -3,8 +3,11 @@
 # Table name: reporting_events
 #
 #  id                      :bigint           not null, primary key
+#  channel_type            :string
+#  conversation_created_at :datetime
 #  event_end_time          :datetime
 #  event_start_time        :datetime
+#  from_state              :string
 #  name                    :string
 #  value                   :float
 #  value_in_business_hours :float
@@ -13,17 +16,22 @@
 #  account_id              :integer
 #  conversation_id         :integer
 #  inbox_id                :integer
+#  team_id                 :bigint
 #  user_id                 :integer
 #
 # Indexes
 #
-#  index_reporting_events_on_account_id            (account_id)
-#  index_reporting_events_on_conversation_id       (conversation_id)
-#  index_reporting_events_on_created_at            (created_at)
-#  index_reporting_events_on_inbox_id              (inbox_id)
-#  index_reporting_events_on_name                  (name)
-#  index_reporting_events_on_user_id               (user_id)
-#  reporting_events__account_id__name__created_at  (account_id,name,created_at)
+#  idx_reporting_events_on_account_channel_name_created     (account_id,channel_type,name,created_at)
+#  idx_reporting_events_on_account_conv_created_at_name     (account_id,conversation_created_at,name)
+#  idx_reporting_events_on_account_from_state_name_created  (account_id,from_state,name,created_at)
+#  idx_reporting_events_on_account_team_name_created        (account_id,team_id,name,created_at)
+#  index_reporting_events_on_account_id                     (account_id)
+#  index_reporting_events_on_conversation_id                (conversation_id)
+#  index_reporting_events_on_created_at                     (created_at)
+#  index_reporting_events_on_inbox_id                       (inbox_id)
+#  index_reporting_events_on_name                           (name)
+#  index_reporting_events_on_user_id                        (user_id)
+#  reporting_events__account_id__name__created_at           (account_id,name,created_at)
 #
 
 class ReportingEvent < ApplicationRecord
@@ -35,6 +43,7 @@ class ReportingEvent < ApplicationRecord
   belongs_to :user, optional: true
   belongs_to :inbox, optional: true
   belongs_to :conversation, optional: true
+  belongs_to :team, optional: true
 
   # Scopes for filtering
   scope :filter_by_date_range, lambda { |range|
@@ -52,4 +61,12 @@ class ReportingEvent < ApplicationRecord
   scope :filter_by_name, lambda { |name|
     where(name: name) if name.present?
   }
+
+  scope :filter_by_team_id, lambda { |team_id|
+    where(team_id: team_id) if team_id.present?
+  }
+
+  scope :filter_by_channel_type, lambda { |channel_type|
+    where(channel_type: channel_type) if channel_type.present?
+  }
 end

app/models/user.rb

@@ -90,6 +90,8 @@ class User < ApplicationRecord
   has_many :assigned_conversations, foreign_key: 'assignee_id', class_name: 'Conversation', dependent: :nullify, inverse_of: :assignee
   alias_attribute :conversations, :assigned_conversations
   has_many :csat_survey_responses, foreign_key: 'assigned_agent_id', dependent: :nullify, inverse_of: :assigned_agent
+  has_many :reviewed_csat_survey_responses, foreign_key: 'review_notes_updated_by_id', class_name: 'CsatSurveyResponse',
+                                            dependent: :nullify, inverse_of: :review_notes_updated_by
   has_many :conversation_participants, dependent: :destroy_async
   has_many :participating_conversations, through: :conversation_participants, source: :conversation
 

app/policies/captain/tasks_policy.rb

@@ -0,0 +1,21 @@
+class Captain::TasksPolicy < ApplicationPolicy
+  def rewrite?
+    true
+  end
+
+  def summarize?
+    true
+  end
+
+  def reply_suggestion?
+    true
+  end
+
+  def label_suggestion?
+    true
+  end
+
+  def follow_up?
+    true
+  end
+end

app/services/csat_survey_service.rb

@@ -20,7 +20,7 @@ class CsatSurveyService
   delegate :inbox, :contact, to: :conversation
 
   def should_send_csat_survey?
-    conversation_allows_csat? && csat_enabled? && !csat_already_sent?
+    conversation_allows_csat? && csat_enabled? && !csat_already_sent? && csat_allowed_by_survey_rules?
   end
 
   def conversation_allows_csat?
@@ -39,6 +39,37 @@ class CsatSurveyService
     conversation.can_reply?
   end
 
+  def csat_allowed_by_survey_rules?
+    return true unless survey_rules_configured?
+
+    labels = conversation.label_list
+    return true if rule_values.empty?
+
+    case rule_operator
+    when 'contains'
+      rule_values.any? { |label| labels.include?(label) }
+    when 'does_not_contain'
+      rule_values.none? { |label| labels.include?(label) }
+    else
+      true
+    end
+  end
+
+  def survey_rules_configured?
+    return false if csat_config.blank?
+    return false if csat_config['survey_rules'].blank?
+
+    rule_values.any?
+  end
+
+  def rule_operator
+    csat_config.dig('survey_rules', 'operator') || 'contains'
+  end
+
+  def rule_values
+    csat_config.dig('survey_rules', 'values') || []
+  end
+
   def whatsapp_channel?
     inbox.channel_type == 'Channel::Whatsapp'
   end
@@ -113,6 +144,10 @@ class CsatSurveyService
     )
   end
 
+  def csat_config
+    inbox.csat_config || {}
+  end
+
   def send_twilio_whatsapp_template_survey
     template_config = inbox.csat_config&.dig('template')
     content_sid = template_config['content_sid']

app/services/llm_formatter/conversation_llm_formatter.rb

@@ -26,10 +26,18 @@ class LlmFormatter::ConversationLlmFormatter < LlmFormatter::DefaultLlmFormatter
   def build_messages(config = {})
     return "No messages in this conversation\n" if @record.messages.empty?
 
-    message_text = ''
-    messages = @record.messages.where.not(message_type: :activity).order(created_at: :asc)
+    messages = @record.messages.where.not(message_type: [:activity, :template])
 
-    messages.each do |message|
+    if config[:token_limit]
+      build_limited_messages(messages, config)
+    else
+      build_all_messages(messages, config)
+    end
+  end
+
+  def build_all_messages(messages, config)
+    message_text = ''
+    messages.order(created_at: :asc).each do |message|
       # Skip private messages unless explicitly included in config
       next if message.private? && !config[:include_private_messages]
 
@@ -38,6 +46,24 @@ class LlmFormatter::ConversationLlmFormatter < LlmFormatter::DefaultLlmFormatter
     message_text
   end
 
+  def build_limited_messages(messages, config)
+    selected = []
+    character_count = 0
+
+    messages.reorder(created_at: :desc).each do |message|
+      # Skip private messages unless explicitly included in config
+      next if message.private? && !config[:include_private_messages]
+
+      formatted = format_message(message)
+      break if character_count + formatted.length > config[:token_limit]
+
+      selected.prepend(formatted)
+      character_count += formatted.length
+    end
+
+    selected.join
+  end
+
   def format_message(message)
     sender = case message.sender_type
              when 'User'

app/services/message_templates/template/csat_survey.rb

@@ -2,8 +2,6 @@ class MessageTemplates::Template::CsatSurvey
   pattr_initialize [:conversation!]
 
   def perform
-    return unless should_send_csat_survey?
-
     ActiveRecord::Base.transaction do
       conversation.messages.create!(csat_survey_message_params)
     end
@@ -13,39 +11,6 @@ class MessageTemplates::Template::CsatSurvey
 
   delegate :contact, :account, :inbox, to: :conversation
 
-  def should_send_csat_survey?
-    return true unless survey_rules_configured?
-
-    labels = conversation.label_list
-
-    return true if rule_values.empty?
-
-    case rule_operator
-    when 'contains'
-      rule_values.any? { |label| labels.include?(label) }
-    when 'does_not_contain'
-      rule_values.none? { |label| labels.include?(label) }
-    else
-      true
-    end
-  end
-
-  def survey_rules_configured?
-    return false if csat_config.blank?
-    return false if csat_config['survey_rules'].blank?
-    return false if rule_values.empty?
-
-    true
-  end
-
-  def rule_operator
-    csat_config.dig('survey_rules', 'operator') || 'contains'
-  end
-
-  def rule_values
-    csat_config.dig('survey_rules', 'values') || []
-  end
-
   def message_content
     return I18n.t('conversations.templates.csat_input_message_body') if csat_config.blank? || csat_config['message'].blank?
 

app/services/whatsapp/embedded_signup_service.rb

@@ -16,6 +16,10 @@ class Whatsapp::EmbeddedSignupService
     validate_token_access(access_token)
 
     channel = create_or_reauthorize_channel(access_token, phone_info)
+    # NOTE: We call setup_webhooks explicitly here instead of relying on after_commit callback because:
+    # 1. Reauthorization flow updates an existing channel (not a create), so after_commit on: :create won't trigger
+    # 2. We need to run check_channel_health_and_prompt_reauth after webhook setup completes
+    # 3. The channel is marked with source: 'embedded_signup' to skip the after_commit callback
     channel.setup_webhooks
     check_channel_health_and_prompt_reauth(channel)
     channel

app/services/whatsapp/incoming_message_whatsapp_cloud_service.rb

@@ -10,10 +10,7 @@ class Whatsapp::IncomingMessageWhatsappCloudService < Whatsapp::IncomingMessageB
 
   def download_attachment_file(attachment_payload)
     url_response = HTTParty.get(
-      inbox.channel.media_url(
-        attachment_payload[:id],
-        inbox.channel.provider_config['phone_number_id']
-      ),
+      inbox.channel.media_url(attachment_payload[:id]),
       headers: inbox.channel.api_headers
     )
     # This url response will be failure if the access token has expired.

app/services/whatsapp/providers/whatsapp_cloud_service.rb

@@ -75,10 +75,8 @@ class Whatsapp::Providers::WhatsappCloudService < Whatsapp::Providers::BaseServi
     csat_template_service.get_template_status(template_name)
   end
 
-  def media_url(media_id, phone_number_id = nil)
-    url = "#{api_base_path}/v13.0/#{media_id}"
-    url += "?phone_number_id=#{phone_number_id}" if phone_number_id
-    url
+  def media_url(media_id)
+    "#{api_base_path}/v13.0/#{media_id}"
   end
 
   private

app/views/api/v1/accounts/csat_survey_responses/download.csv.erb

@@ -1,5 +1,5 @@
-<%=
-  CSV.generate_line([
+<%
+  headers = [
     I18n.t('reports.csat.headers.agent_name'),
     I18n.t('reports.csat.headers.rating'),
     I18n.t('reports.csat.headers.feedback'),
@@ -8,24 +8,28 @@
     I18n.t('reports.csat.headers.contact_phone_number'),
     I18n.t('reports.csat.headers.link_to_the_conversation'),
     I18n.t('reports.csat.headers.recorded_at')
-  ])
+  ]
+  headers << I18n.t('reports.csat.headers.review_notes') if ChatwootApp.enterprise?
 -%>
+<%= CSV.generate_line(headers) -%>
 <% @csat_survey_responses.each do |csat_response| %>
 <% assigned_agent = csat_response.assigned_agent %>
 <% contact = csat_response.contact %>
 <% conversation = csat_response.conversation %>
-<%=
-  CSV.generate_line([
+<%
+  row = [
     assigned_agent ? "#{assigned_agent.name} (#{assigned_agent.email})" : nil,
     csat_response.rating,
-    csat_response.feedback_message.present? ? csat_response.feedback_message : nil,
-    contact&.name.present? ? contact&.name: nil,
-    contact&.email.present? ? contact&.email: nil,
-    contact&.phone_number.present? ? contact&.phone_number: nil,
-    conversation ? app_account_conversation_url(account_id: Current.account.id, id: conversation.display_id): nil,
-    csat_response.created_at,
-]).html_safe
+    csat_response.feedback_message.presence,
+    contact&.name.presence,
+    contact&.email.presence,
+    contact&.phone_number.presence,
+    conversation ? app_account_conversation_url(account_id: Current.account.id, id: conversation.display_id) : nil,
+    csat_response.created_at
+  ]
+  row << csat_response.csat_review_notes if ChatwootApp.enterprise?
 -%>
+<%= CSV.generate_line(row).html_safe -%>
 <% end %>
 <%=
   CSV.generate_line([

app/views/api/v1/accounts/csat_survey_responses/update.json.jbuilder

@@ -0,0 +1 @@
+json.partial! 'api/v1/models/csat_survey_response', formats: [:json], resource: @csat_survey_response

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

@@ -1,6 +1,14 @@
 json.id resource.id
 json.rating resource.rating
 json.feedback_message resource.feedback_message
+json.csat_review_notes resource.csat_review_notes
+json.review_notes_updated_at resource.review_notes_updated_at&.to_i
+if resource.review_notes_updated_by
+  json.review_notes_updated_by do
+    json.id resource.review_notes_updated_by.id
+    json.name resource.review_notes_updated_by.name
+  end
+end
 json.account_id resource.account_id
 json.message_id resource.message_id
 if resource.contact

config/app.yml

@@ -1,5 +1,5 @@
 shared: &shared
-  version: '4.9.2'
+  version: '4.10.1'
 
 development:
   <<: *shared

config/features.yml

@@ -230,3 +230,10 @@
 - name: channel_tiktok
   display_name: TikTok Channel
   enabled: true
+- name: csat_review_notes
+  display_name: CSAT Review Notes
+  enabled: false
+  premium: true
+- name: captain_tasks
+  display_name: Captain Tasks
+  enabled: true

config/locales/en.yml

@@ -202,6 +202,7 @@ en:
         rating: Rating
         feedback: Feedback Comment
         recorded_at: Recorded date
+        review_notes: Review Notes
   notifications:
     notification_title:
       conversation_creation: 'A conversation (#%{display_id}) has been created in %{inbox_name}'
@@ -344,6 +345,9 @@ en:
     copilot_message_required: Message is required
     copilot_error: 'Please connect an assistant to this inbox to use Copilot'
     copilot_limit: 'You are out of Copilot credits. You can buy more credits from the billing section.'
+    upgrade: 'Upgrade your plan to enable Captain AI'
+    disabled: 'Captain AI is disabled for this account.'
+    api_key_missing: 'Captain AI API key is not configured.'
     copilot:
       using_tool: 'Using tool %{function_name}'
       completed_tool_call: 'Completed %{function_name} tool call'

config/routes.rb

@@ -73,6 +73,13 @@ Rails.application.routes.draw do
             end
             resources :custom_tools
             resources :documents, only: [:index, :show, :create, :destroy]
+            resource :tasks, only: [], controller: 'tasks' do
+              post :rewrite
+              post :summarize
+              post :reply_suggestion
+              post :label_suggestion
+              post :follow_up
+            end
           end
           resource :saml_settings, only: [:show, :create, :update, :destroy]
           resources :agent_bots, only: [:index, :create, :show, :update, :destroy] do
@@ -189,6 +196,9 @@ Rails.application.routes.draw do
               get :metrics
               get :download
             end
+            member do
+              patch :update if ChatwootApp.enterprise?
+            end
           end
           resources :applied_slas, only: [:index] do
             collection do

db/migrate/20260114192518_add_internal_observations_to_csat_survey_responses.rb

@@ -0,0 +1,5 @@
+class AddInternalObservationsToCsatSurveyResponses < ActiveRecord::Migration[7.1]
+  def change
+    add_column :csat_survey_responses, :csat_review_notes, :text
+  end
+end

db/migrate/20260114201315_add_observations_audit_to_csat_survey_responses.rb

@@ -0,0 +1,6 @@
+class AddObservationsAuditToCsatSurveyResponses < ActiveRecord::Migration[7.1]
+  def change
+    add_column :csat_survey_responses, :review_notes_updated_at, :datetime
+    add_reference :csat_survey_responses, :review_notes_updated_by, index: true
+  end
+end

db/migrate/20260120121402_enable_captain_tasks_for_existing_accounts.rb

@@ -0,0 +1,12 @@
+# Enable captain_tasks for existing accounts.
+# Unlike 20250416182131_flip_chatwoot_v4_default_feature_flag_installation_config.rb,
+# we don't need to update ACCOUNT_LEVEL_FEATURE_DEFAULTS or clear GlobalConfig cache
+# because captain_tasks already has `enabled: true` in features.yml - ConfigLoader
+# handles the defaults on deploy automatically.
+class EnableCaptainTasksForExistingAccounts < ActiveRecord::Migration[7.0]
+  def up
+    Account.find_in_batches(batch_size: 100) do |accounts|
+      accounts.each { |account| account.enable_features!('captain_tasks') }
+    end
+  end
+end

db/migrate/20260121121101_add_fields_to_reporting_events.rb

@@ -0,0 +1,19 @@
+class AddFieldsToReportingEvents < ActiveRecord::Migration[7.1]
+  disable_ddl_transaction!
+
+  def change
+    add_column :reporting_events, :conversation_created_at, :datetime
+    add_column :reporting_events, :from_state, :string
+    add_column :reporting_events, :team_id, :bigint
+    add_column :reporting_events, :channel_type, :string
+
+    add_index :reporting_events, [:account_id, :conversation_created_at, :name],
+              algorithm: :concurrently, name: 'idx_reporting_events_on_account_conv_created_at_name'
+    add_index :reporting_events, [:account_id, :from_state, :name, :created_at],
+              algorithm: :concurrently, name: 'idx_reporting_events_on_account_from_state_name_created'
+    add_index :reporting_events, [:account_id, :team_id, :name, :created_at],
+              algorithm: :concurrently, name: 'idx_reporting_events_on_account_team_name_created'
+    add_index :reporting_events, [:account_id, :channel_type, :name, :created_at],
+              algorithm: :concurrently, name: 'idx_reporting_events_on_account_channel_name_created'
+  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_01_12_092041) do
+ActiveRecord::Schema[7.1].define(version: 2026_01_21_121101) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"
@@ -733,11 +733,15 @@ ActiveRecord::Schema[7.1].define(version: 2026_01_12_092041) do
     t.bigint "assigned_agent_id"
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
+    t.text "csat_review_notes"
+    t.datetime "review_notes_updated_at"
+    t.bigint "review_notes_updated_by_id"
     t.index ["account_id"], name: "index_csat_survey_responses_on_account_id"
     t.index ["assigned_agent_id"], name: "index_csat_survey_responses_on_assigned_agent_id"
     t.index ["contact_id"], name: "index_csat_survey_responses_on_contact_id"
     t.index ["conversation_id"], name: "index_csat_survey_responses_on_conversation_id"
     t.index ["message_id"], name: "index_csat_survey_responses_on_message_id", unique: true
+    t.index ["review_notes_updated_by_id"], name: "index_csat_survey_responses_on_review_notes_updated_by_id"
   end
 
   create_table "custom_attribute_definitions", force: :cascade do |t|
@@ -1110,7 +1114,15 @@ ActiveRecord::Schema[7.1].define(version: 2026_01_12_092041) do
     t.float "value_in_business_hours"
     t.datetime "event_start_time", precision: nil
     t.datetime "event_end_time", precision: nil
+    t.datetime "conversation_created_at"
+    t.string "from_state"
+    t.bigint "team_id"
+    t.string "channel_type"
+    t.index ["account_id", "channel_type", "name", "created_at"], name: "idx_reporting_events_on_account_channel_name_created"
+    t.index ["account_id", "conversation_created_at", "name"], name: "idx_reporting_events_on_account_conv_created_at_name"
+    t.index ["account_id", "from_state", "name", "created_at"], name: "idx_reporting_events_on_account_from_state_name_created"
     t.index ["account_id", "name", "created_at"], name: "reporting_events__account_id__name__created_at"
+    t.index ["account_id", "team_id", "name", "created_at"], name: "idx_reporting_events_on_account_team_name_created"
     t.index ["account_id"], name: "index_reporting_events_on_account_id"
     t.index ["conversation_id"], name: "index_reporting_events_on_conversation_id"
     t.index ["created_at"], name: "index_reporting_events_on_created_at"