fix(automations): exclude private notes from the customer-unresponsive wait

Make the wait's interrupt explicit (as Intercom does) so users can predict when the
rule runs. An "Ends the wait if …" line adapts to the rule's episode: status change
for conversation rules, customer reply for outgoing message rules, agent reply for
incoming ones — plus "or the conditions no longer match" universally. Behaviour is
unchanged; this only surfaces it.

app/builders/agent_builder.rb

@@ -2,14 +2,6 @@
 # It initializes with necessary attributes and provides a perform method
 # to create a user and account user in a transaction.
 class AgentBuilder
-  LIMIT_EXCEEDED_MESSAGE = 'Account limit exceeded. Please purchase more licenses'.freeze
-
-  class LimitExceededError < StandardError
-    def initialize
-      super(AgentBuilder::LIMIT_EXCEEDED_MESSAGE)
-    end
-  end
-
   # Initializes an AgentBuilder with necessary attributes.
   # @param email [String] the email of the user.
   # @param name [String] the name of the user.
@@ -22,23 +14,15 @@ class AgentBuilder
   # Creates a user and account user in a transaction.
   # @return [User] the created user.
   def perform
-    account.with_lock do
-      raise LimitExceededError unless can_add_agent?
-
-      ActiveRecord::Base.transaction do
-        @user = find_or_create_user
-        create_account_user
-      end
+    ActiveRecord::Base.transaction do
+      @user = find_or_create_user
+      create_account_user
     end
     @user
   end
 
   private
 
-  def can_add_agent?
-    account.usage_limits[:agents] > account.account_users.count
-  end
-
   # Finds a user by email or creates a new one with a temporary password.
   # @return [User] the found or created user.
   def find_or_create_user

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

@@ -1,6 +1,8 @@
 class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
   before_action :fetch_agent, except: [:create, :index, :bulk_create]
   before_action :check_authorization
+  before_action :validate_limit, only: [:create]
+  before_action :validate_limit_for_bulk_create, only: [:bulk_create]
 
   def index
     @agents = agents
@@ -18,8 +20,6 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
     )
 
     @agent = builder.perform
-  rescue AgentBuilder::LimitExceededError => e
-    render_payment_required(e.message)
   end
 
   def update
@@ -36,13 +36,25 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
   def bulk_create
     emails = params[:emails]
 
-    bulk_create_agents(emails)
+    emails.each do |email|
+      builder = AgentBuilder.new(
+        email: email,
+        name: email.split('@').first,
+        inviter: current_user,
+        account: Current.account
+      )
+      begin
+        builder.perform
+      rescue ActiveRecord::RecordInvalid => e
+        Rails.logger.info "[Agent#bulk_create] ignoring email #{email}, errors: #{e.record.errors}"
+      end
+    end
+
     # This endpoint is used to bulk create agents during onboarding
     # onboarding_step key in present in Current account custom attributes, since this is a one time operation
-    clear_onboarding_step
+    Current.account.custom_attributes.delete('onboarding_step')
+    Current.account.save!
     head :ok
-  rescue AgentBuilder::LimitExceededError => e
-    render_payment_required(e.message)
   end
 
   private
@@ -75,33 +87,22 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
     @agents ||= Current.account.users.order_by_full_name.includes(:account_users, { avatar_attachment: [:blob] })
   end
 
-  def bulk_create_agents(emails)
-    Current.account.with_lock do
-      raise AgentBuilder::LimitExceededError if emails.count > available_agent_count
+  def validate_limit_for_bulk_create
+    limit_available = params[:emails].count <= available_agent_count
 
-      emails.each { |email| create_agent_from_email(email) }
-    end
+    render_payment_required('Account limit exceeded. Please purchase more licenses') unless limit_available
   end
 
-  def create_agent_from_email(email)
-    builder = AgentBuilder.new(
-      email: email,
-      name: email.split('@').first,
-      inviter: current_user,
-      account: Current.account
-    )
-    builder.perform
-  rescue ActiveRecord::RecordInvalid => e
-    Rails.logger.info "[Agent#bulk_create] ignoring email #{email}, errors: #{e.record.errors}"
-  end
-
-  def clear_onboarding_step
-    Current.account.custom_attributes.delete('onboarding_step')
-    Current.account.save!
+  def validate_limit
+    render_payment_required('Account limit exceeded. Please purchase more licenses') unless can_add_agent?
   end
 
   def available_agent_count
-    Current.account.usage_limits[:agents] - Current.account.account_users.count
+    Current.account.usage_limits[:agents] - agents.count
+  end
+
+  def can_add_agent?
+    available_agent_count.positive?
   end
 
   def delete_user_record(agent)

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

@@ -3,6 +3,7 @@ class Api::V1::Accounts::AutomationRulesController < Api::V1::Accounts::BaseCont
 
   before_action :check_authorization
   before_action :fetch_automation_rule, only: [:show, :update, :destroy, :clone]
+  before_action :ensure_execution_delay_allowed, only: [:create, :update]
 
   def index
     @automation_rules = Current.account.automation_rules
@@ -48,6 +49,9 @@ class Api::V1::Accounts::AutomationRulesController < Api::V1::Accounts::BaseCont
   def clone
     automation_rule = Current.account.automation_rules.find_by(id: params[:automation_rule_id])
     new_rule = automation_rule.dup
+    # dup copies execution_delay; drop it when the feature is off so clone can't create new
+    # delayed rules that create/update would reject.
+    new_rule.execution_delay = nil unless delayed_automations_enabled?
     new_rule.save!
     @automation_rule = new_rule
   end
@@ -55,13 +59,27 @@ class Api::V1::Accounts::AutomationRulesController < Api::V1::Accounts::BaseCont
   private
 
   def automation_rules_permit
+    permitted_attributes = [:name, :description, :event_name, :active]
+    permitted_attributes << :execution_delay if delayed_automations_enabled?
+
     params.permit(
-      :name, :description, :event_name, :active,
+      *permitted_attributes,
       conditions: [:attribute_key, :filter_operator, :query_operator, :custom_attribute_type, { values: [] }],
       actions: [:action_name, { action_params: [] }]
     )
   end
 
+  def ensure_execution_delay_allowed
+    return if delayed_automations_enabled?
+    return if params[:execution_delay].blank?
+
+    render json: { error: 'Delayed automations are not enabled for this account.' }, status: :unprocessable_entity
+  end
+
+  def delayed_automations_enabled?
+    Current.account.feature_enabled?('delayed_automations')
+  end
+
   def fetch_automation_rule
     @automation_rule = Current.account.automation_rules.find_by(id: params[:id])
   end

app/controllers/api/v1/accounts/integrations/base_controller.rb

@@ -1,9 +0,0 @@
-class Api::V1::Accounts::Integrations::BaseController < Api::V1::Accounts::BaseController
-  private
-
-  # Managing an integration hook (create/update/destroy) is admin-only, enforced via HookPolicy.
-  # Subclasses opt in per action with `before_action :check_authorization, only: [...]`.
-  def check_authorization
-    authorize(:hook)
-  end
-end

app/controllers/api/v1/accounts/integrations/hooks_controller.rb

@@ -1,4 +1,4 @@
-class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::BaseController
   before_action :fetch_hook, except: [:create]
   before_action :check_authorization
 
@@ -35,6 +35,10 @@ class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::Inte
     @hook = Current.account.hooks.find(params[:id])
   end
 
+  def check_authorization
+    authorize(:hook)
+  end
+
   def permitted_params
     params.require(:hook).permit(:app_id, :inbox_id, :status, settings: {})
   end

app/controllers/api/v1/accounts/integrations/linear_controller.rb

@@ -1,7 +1,6 @@
-class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::BaseController
   before_action :fetch_conversation, only: [:create_issue, :link_issue, :unlink_issue, :linked_issues]
   before_action :fetch_hook, only: [:destroy]
-  before_action :check_authorization, only: [:destroy]
 
   def destroy
     revoke_linear_token

app/controllers/api/v1/accounts/integrations/notion_controller.rb

@@ -1,6 +1,5 @@
-class Api::V1::Accounts::Integrations::NotionController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::NotionController < Api::V1::Accounts::BaseController
   before_action :fetch_hook, only: [:destroy]
-  before_action :check_authorization, only: [:destroy]
 
   def destroy
     @hook.destroy!

app/controllers/api/v1/accounts/integrations/shopify_controller.rb

@@ -1,8 +1,7 @@
-class Api::V1::Accounts::Integrations::ShopifyController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::ShopifyController < Api::V1::Accounts::BaseController
   include Shopify::IntegrationHelper
   before_action :setup_shopify_context, only: [:orders]
   before_action :fetch_hook, except: [:auth]
-  before_action :check_authorization, only: [:destroy]
   before_action :validate_contact, only: [:orders]
 
   def auth

app/finders/conversation_finder.rb

@@ -142,8 +142,7 @@ class ConversationFinder
       conversation_ids = current_account.mentions.where(user: current_user).pluck(:conversation_id)
       @conversations = @conversations.where(id: conversation_ids)
     when 'participating'
-      participating_ids = current_user.participating_conversations.where(account_id: current_account.id).select(:id)
-      @conversations = @conversations.where(id: participating_ids)
+      @conversations = current_user.participating_conversations.where(account_id: current_account.id)
     when 'unattended'
       @conversations = @conversations.unattended
     end

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

@@ -26,20 +26,13 @@ class CaptainAssistant extends ApiClient {
     });
   }
 
-  getMetrics({ assistantId, range, signal }) {
+  getStats({ assistantId, range, signal }) {
     const requestConfig = {
       params: { range, timezone_offset: getTimezoneOffset() },
     };
     if (signal) requestConfig.signal = signal;
 
-    return axios.get(`${this.url}/${assistantId}/metrics`, requestConfig);
-  }
-
-  getFaqStats({ assistantId, signal }) {
-    const requestConfig = {};
-    if (signal) requestConfig.signal = signal;
-
-    return axios.get(`${this.url}/${assistantId}/faq_stats`, requestConfig);
+    return axios.get(`${this.url}/${assistantId}/stats`, requestConfig);
   }
 
   getSummary({ assistantId, range, stats }) {

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

@@ -8,8 +8,6 @@ import {
   EditorState,
   Selection,
   imageResizeView,
-  toggleMark,
-  wrapInList,
 } from '@chatwoot/prosemirror-schema';
 import {
   suggestionsPlugin,
@@ -19,6 +17,8 @@ import imagePastePlugin from '@chatwoot/prosemirror-schema/src/plugins/image';
 import embedPreviewPlugin from '@chatwoot/prosemirror-schema/src/plugins/embedPreview';
 import trailingParagraphPlugin from '@chatwoot/prosemirror-schema/src/plugins/trailingParagraph';
 import { embeds as markdownEmbeds } from 'dashboard/helper/markdownEmbeds';
+import { toggleMark } from 'prosemirror-commands';
+import { wrapInList } from 'prosemirror-schema-list';
 import { toggleBlockType } from '@chatwoot/prosemirror-schema/src/menu/common';
 import { checkFileSizeLimit } from 'shared/helpers/FileHelper';
 import { isEscape } from 'shared/helpers/KeyboardHelpers';

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

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

app/javascript/dashboard/constants/globals.js

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

app/javascript/dashboard/featureFlags.js

@@ -14,6 +14,7 @@ export const FEATURE_FLAGS = {
   CRM: 'crm',
   CUSTOM_ATTRIBUTES: 'custom_attributes',
   DATA_IMPORT: 'data_import',
+  DELAYED_AUTOMATIONS: 'delayed_automations',
   API_AND_WEBHOOKS: 'api_and_webhooks',
   INBOX_MANAGEMENT: 'inbox_management',
   INTEGRATIONS: 'integrations',

app/javascript/dashboard/helper/automationHelper.js

@@ -208,6 +208,12 @@ export const generateAutomationPayload = payload => {
   return automation;
 };
 
+export const formatDelay = minutes => {
+  if (minutes % 1440 === 0) return `${minutes / 1440}d`;
+  if (minutes % 60 === 0) return `${minutes / 60}h`;
+  return `${minutes}m`;
+};
+
 export const isCustomAttribute = (attrs, key) => {
   return attrs.find(attr => attr.key === key);
 };

app/javascript/dashboard/helper/editorHelper.js

@@ -1,6 +1,4 @@
 import {
-  InputRule,
-  inputRules,
   MessageMarkdownSerializer,
   MessageMarkdownTransformer,
   messageSchema,
@@ -11,6 +9,7 @@ import * as Sentry from '@sentry/vue';
 import camelcaseKeys from 'camelcase-keys';
 import { FORMATTING, MARKDOWN_PATTERNS } from 'dashboard/constants/editor';
 import { INBOX_TYPES, TWILIO_CHANNEL_MEDIUM } from 'dashboard/helper/inbox';
+import { InputRule, inputRules } from 'prosemirror-inputrules';
 
 /**
  * Extract text from markdown, and remove all images, code blocks, links, headers, bold, italic, lists etc.

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

@@ -28,6 +28,35 @@
           "PLACEHOLDER": "Please select one",
           "ERROR": "Event is required"
         },
+        "EXECUTE": {
+          "LABEL": "Delayed execution",
+          "AFTER_DELAY": "Run after",
+          "UNITS": {
+            "MINUTES": "Minutes",
+            "HOURS": "Hours",
+            "DAYS": "Days"
+          },
+          "ERROR": "Delay must be between 10 minutes and 30 days",
+          "ENDS_IF_LABEL": "Won't run if",
+          "ENDS_IF": {
+            "STATUS": "the conversation's status changes, or its conditions no longer match.",
+            "CUSTOMER_REPLY": "the customer replies, or the conditions no longer match.",
+            "AGENT_REPLY": "an agent replies, or the conditions no longer match.",
+            "GENERIC": "there is a new reply on the conversation, or the conditions no longer match."
+          },
+          "HELP_TEXT": "Only applies to conversations with activity after the rule is created."
+        },
+        "TRIGGER": {
+          "LABEL": "Trigger",
+          "WHEN_LABEL": "When",
+          "STATUS_LABEL": "Status is",
+          "INBOX_LABEL": "Inbox",
+          "OPTIONS": {
+            "CUSTOMER_UNRESPONSIVE": "Customer unresponsive",
+            "AGENT_UNRESPONSIVE": "Teammate unresponsive",
+            "CONVERSATION_STATUS": "Conversation in a status"
+          }
+        },
         "CONDITIONS": {
           "LABEL": "Conditions"
         },
@@ -49,7 +78,13 @@
         "CREATED_ON": "Created on",
         "ACTIONS": "Actions"
       },
-      "404": "No automation rules found"
+      "404": "No automation rules found",
+      "SECTIONS": {
+        "INSTANT": "Automations",
+        "DELAYED": "Delayed execution"
+      },
+      "DELAY_BADGE": "Runs after {delay}",
+      "DELAY_DISABLED_BANNER": "Delayed execution is disabled for this account. Delayed rules won't run until it is enabled again."
     },
     "DELETE": {
       "TITLE": "Delete Automation Rule",

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

@@ -44,6 +44,8 @@
     "TWILIO_WHATSAPP_CAN_REPLY": "You can only reply to this conversation using a template message due to",
     "TWILIO_WHATSAPP_24_HOURS_WINDOW": "24 hour message window restriction",
     "OLD_INSTAGRAM_INBOX_REPLY_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. All new messages will show up there. You won’t be able to send messages from this conversation anymore.",
+    "INSTAGRAM_RESTRICTION_BANNER": "Instagram is currently restricted. Some messages or actions may be delayed or unavailable while we restore full support.",
+    "INSTAGRAM_RESTRICTION_STATUS_LINK": "View status update",
     "REPLYING_TO": "You are replying to:",
     "REMOVE_SELECTION": "Remove Selection",
     "DOWNLOAD": "Download",

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

@@ -58,7 +58,9 @@
         "ERROR_MESSAGE": "There was an error connecting to Instagram, please try again",
         "ERROR_AUTH": "There was an error connecting to Instagram, please try again",
         "NEW_INBOX_SUGGESTION": "This Instagram account was previously linked to a different inbox and has now been migrated here. All new messages will appear here. The old inbox will no longer be able to send or receive messages for this account.",
-        "DUPLICATE_INBOX_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. You won’t be able to send/receive Instagram messages from this inbox anymore."
+        "DUPLICATE_INBOX_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. You won’t be able to send/receive Instagram messages from this inbox anymore.",
+        "SETTINGS_RESTRICTED_WARNING": "Instagram is currently restricted. Some messages or actions may be delayed or unavailable while we restore full support.",
+        "STATUS_LINK": "View status update"
       },
       "TIKTOK": {
         "CONTINUE_WITH_TIKTOK": "Continue with TikTok",

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

@@ -26,28 +26,25 @@ const canDrilldown = computed(() => checkPermissions(['administrator']));
 const selectedRange = ref('this_month');
 
 const assistantId = computed(() => route.params.assistantId);
-const metricStats = ref(null);
-const faqStats = ref(null);
-const isFetchingMetrics = ref(false);
+const stats = ref(null);
+const isFetching = ref(false);
 
 // Increments on every fetch so a response (or retry) from a superseded
 // range/assistant can't clobber the latest request's state.
-let metricsFetchToken = 0;
-let faqStatsFetchToken = 0;
-let metricsAbortController = null;
-let faqStatsAbortController = null;
+let fetchToken = 0;
+let abortController = null;
 
-const fetchMetrics = async () => {
-  metricsFetchToken += 1;
-  const token = metricsFetchToken;
-  metricsAbortController?.abort();
-  metricsAbortController = new AbortController();
-  const { signal } = metricsAbortController;
-  metricStats.value = null;
-  isFetchingMetrics.value = true;
+const fetchStats = async () => {
+  fetchToken += 1;
+  const token = fetchToken;
+  abortController?.abort();
+  abortController = new AbortController();
+  const { signal } = abortController;
+  stats.value = null;
+  isFetching.value = true;
 
-  const requestMetrics = () =>
-    CaptainAssistant.getMetrics({
+  const requestStats = () =>
+    CaptainAssistant.getStats({
       assistantId: assistantId.value,
       range: selectedRange.value,
       signal,
@@ -55,54 +52,25 @@ const fetchMetrics = async () => {
 
   let data = null;
   try {
-    ({ data } = await requestMetrics());
+    ({ data } = await requestStats());
   } catch {
     // One silent retry before giving up, unless the request was aborted.
     try {
-      if (token === metricsFetchToken && !signal.aborted)
-        ({ data } = await requestMetrics());
+      if (token === fetchToken && !signal.aborted)
+        ({ data } = await requestStats());
     } catch {
       data = null;
     }
   }
 
-  if (token !== metricsFetchToken || signal.aborted) return;
-  metricStats.value = data;
-  isFetchingMetrics.value = false;
+  if (token !== fetchToken || signal.aborted) return;
+  stats.value = data;
+  isFetching.value = false;
 };
 
-const fetchFaqStats = async () => {
-  faqStatsFetchToken += 1;
-  const token = faqStatsFetchToken;
-  faqStatsAbortController?.abort();
-  faqStatsAbortController = new AbortController();
-  const { signal } = faqStatsAbortController;
-  faqStats.value = null;
+onUnmounted(() => abortController?.abort());
 
-  try {
-    const { data } = await CaptainAssistant.getFaqStats({
-      assistantId: assistantId.value,
-      signal,
-    });
-    if (token === faqStatsFetchToken && !signal.aborted) faqStats.value = data;
-  } catch {
-    if (token === faqStatsFetchToken && !signal.aborted) faqStats.value = null;
-  }
-};
-
-const summaryStats = computed(() => {
-  if (!metricStats.value || !faqStats.value) return null;
-
-  return { ...metricStats.value, knowledge: faqStats.value };
-});
-
-onUnmounted(() => {
-  metricsAbortController?.abort();
-  faqStatsAbortController?.abort();
-});
-
-watch([selectedRange, assistantId], fetchMetrics, { immediate: true });
-watch(assistantId, fetchFaqStats, { immediate: true });
+watch([selectedRange, assistantId], fetchStats, { immediate: true });
 
 // `direction` says whether a rising trend is good ('up'), bad ('down'), or
 // neutral, so we can colour the delta independently of its sign.
@@ -122,7 +90,7 @@ const formatDuration = hours =>
   hours >= 100 ? `${Math.round(hours / 24)}d` : `${hours}h`;
 
 const metricFor = (statKey, formatValue, direction, trendKind = 'percent') => {
-  const data = metricStats.value?.[statKey];
+  const data = stats.value?.[statKey];
   if (!data) return { value: '—', trend: '', trendGood: null };
 
   const sign = data.trend > 0 ? '+' : '';
@@ -216,9 +184,9 @@ const closeDrilldown = () => {
       <div class="flex flex-col gap-6 pb-8">
         <InboxBanner />
 
-        <CoverageBanner :knowledge="faqStats ?? undefined" />
+        <CoverageBanner :knowledge="stats?.knowledge" />
 
-        <WelcomeCard :range="selectedRange" :stats="summaryStats" />
+        <WelcomeCard :range="selectedRange" :stats="stats" />
 
         <div
           class="grid grid-cols-1 gap-px overflow-hidden border rounded-xl sm:grid-cols-2 lg:grid-cols-3 bg-n-weak border-n-weak"
@@ -231,15 +199,13 @@ const closeDrilldown = () => {
             :trend="metric.trend"
             :hint="metric.hint"
             :trend-good="metric.trendGood"
-            :loading="isFetchingMetrics"
-            :clickable="
-              canDrilldown && Boolean(metric.metric) && !isFetchingMetrics
-            "
+            :loading="isFetching"
+            :clickable="canDrilldown && Boolean(metric.metric) && !isFetching"
             @click="openDrilldown(metric)"
           />
         </div>
 
-        <KnowledgeCard :knowledge="faqStats ?? undefined" />
+        <KnowledgeCard :knowledge="stats?.knowledge" />
 
         <QuickLinks />
       </div>

app/javascript/dashboard/routes/dashboard/settings/automation/AddAutomationRule.vue

@@ -10,6 +10,7 @@ const START_VALUE = {
   name: null,
   description: null,
   event_name: 'conversation_created',
+  execution_delay: null,
   conditions: [
     {
       attribute_key: 'status',

app/javascript/dashboard/routes/dashboard/settings/automation/AutomationRuleForm.vue

@@ -6,6 +6,11 @@ import { useOperators } from 'dashboard/components-next/filter/operators';
 import ConditionRow from 'dashboard/components-next/filter/ConditionRow.vue';
 import AutomationActionInput from 'dashboard/components/widgets/AutomationActionInput.vue';
 import NextButton from 'dashboard/components-next/button/Button.vue';
+import ToggleSwitch from 'dashboard/components-next/switch/Switch.vue';
+import FilterSelect from 'dashboard/components-next/filter/inputs/FilterSelect.vue';
+import MultiSelect from 'dashboard/components-next/filter/inputs/MultiSelect.vue';
+import DurationInput from 'dashboard/components-next/input/DurationInput.vue';
+import { DURATION_UNITS } from 'dashboard/components-next/input/constants';
 import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
 import {
   generateAutomationPayload,
@@ -14,6 +19,7 @@ import {
   showActionInput,
 } from 'dashboard/helper/automationHelper';
 import { validateAutomation } from 'dashboard/helper/validations';
+import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 import { AUTOMATION_RULE_EVENTS, AUTOMATION_ACTION_TYPES } from './constants';
 
 const props = defineProps({
@@ -71,6 +77,28 @@ const INPUT_TYPE_MAP = {
   date: 'date',
 };
 
+const DEFAULT_DELAY_MINUTES = 240; // 4 hours
+const MIN_DELAY_MINUTES = 10;
+const MAX_DELAY_MINUTES = 43200; // 30 days
+// A delayed rule is expressed as one meaningful trigger instead of a raw event + conditions. Each
+// trigger maps to the automation's event_name plus a preset condition: message_type for the two
+// unresponsive cases (reply-chase / awaiting-agent), or a chosen status for conversation_updated.
+const DELAYED_TRIGGERS = [
+  { key: 'conversation_status', eventName: 'conversation_updated' },
+  {
+    key: 'customer_unresponsive',
+    eventName: 'message_created',
+    messageType: 'outgoing',
+  },
+  {
+    key: 'agent_unresponsive',
+    eventName: 'message_created',
+    messageType: 'incoming',
+  },
+];
+const DEFAULT_TRIGGER = DELAYED_TRIGGERS[0].key;
+const DEFAULT_TRIGGER_STATUS = 'pending';
+
 const { t } = useI18n();
 const { isCloudFeatureEnabled } = useAccount();
 const { operators } = useOperators();
@@ -78,6 +106,7 @@ const { operators } = useOperators();
 const dialogRef = ref(null);
 const conditionsRef = useTemplateRef('conditionsRef');
 const errors = ref({});
+const isDelayed = ref(false);
 
 const isEditMode = computed(() => props.mode === 'edit');
 
@@ -184,6 +213,172 @@ const hasActionErrors = computed(() =>
   Object.keys(errors.value).some(key => key.startsWith('action_'))
 );
 
+const allowsDelayedExecution = computed(() =>
+  isCloudFeatureEnabled(FEATURE_FLAGS.DELAYED_AUTOMATIONS)
+);
+
+// Trigger controls for the delayed flow. They own event_name + conditions while the wait is on.
+// selectedTrigger / triggerStatus are plain values (FilterSelect); triggerInboxes is an array of
+// { id, name } (MultiSelect) — empty means the rule applies to every inbox.
+const selectedTrigger = ref(DEFAULT_TRIGGER);
+const triggerStatus = ref(DEFAULT_TRIGGER_STATUS);
+const triggerInboxes = ref([]);
+
+const isStatusTrigger = computed(
+  () => selectedTrigger.value === 'conversation_status'
+);
+
+// FilterSelect expects { label, value }.
+const statusSelectOptions = computed(() =>
+  (props.getConditionDropdownValues('status') || [])
+    .filter(option => option.id !== 'all')
+    .map(option => ({ value: option.id, label: option.name }))
+);
+
+const triggerSelectOptions = computed(() =>
+  DELAYED_TRIGGERS.map(trigger => ({
+    value: trigger.key,
+    label: t(
+      `AUTOMATION.ADD.FORM.TRIGGER.OPTIONS.${trigger.key.toUpperCase()}`
+    ),
+  }))
+);
+
+// MultiSelect expects (and returns) { id, name } options.
+const inboxOptions = computed(
+  () => props.getConditionDropdownValues('inbox_id') || []
+);
+
+// What ends the wait, mirroring the backend episode that arms the rule. Shown to the user so
+// they can predict when the rule runs. Conversation rules key on status; message rules key on
+// the reply that ends the wait (customer reply for outgoing, agent reply for incoming).
+const waitEndsKey = computed(() => {
+  if (eventName.value !== 'message_created') return 'STATUS';
+  const messageType = (automation.value?.conditions || []).find(
+    condition => condition.attribute_key === 'message_type'
+  );
+  const raw = Array.isArray(messageType?.values)
+    ? messageType.values[0]
+    : messageType?.values;
+  // Raw create-mode values are strings ('outgoing'); edit-mode values are option objects.
+  const value = raw && typeof raw === 'object' ? raw.id : raw;
+  if (value === 'outgoing') return 'CUSTOMER_REPLY';
+  if (value === 'incoming') return 'AGENT_REPLY';
+  return 'GENERIC';
+});
+
+// DurationInput holds the wait in minutes and clamps to [MIN, MAX]; the unit is display-only.
+const delayMinutes = ref(DEFAULT_DELAY_MINUTES);
+const delayUnit = ref(DURATION_UNITS.HOURS);
+
+const executionDelayInvalid = computed(
+  () => isDelayed.value && !Number.isFinite(delayMinutes.value)
+);
+
+// Show the wait in the largest whole unit (240 min → 4 hours). Passed in by open() rather than
+// read from `automation`, whose model prop only settles a tick later.
+const syncDelayFromDelay = delay => {
+  isDelayed.value = Boolean(delay);
+  const minutes = delay || DEFAULT_DELAY_MINUTES;
+  if (minutes % 1440 === 0) delayUnit.value = DURATION_UNITS.DAYS;
+  else if (minutes % 60 === 0) delayUnit.value = DURATION_UNITS.HOURS;
+  else delayUnit.value = DURATION_UNITS.MINUTES;
+  delayMinutes.value = minutes;
+};
+
+watch([isDelayed, delayMinutes], () => {
+  if (!automation.value || !allowsDelayedExecution.value) return;
+  automation.value.execution_delay = isDelayed.value
+    ? delayMinutes.value
+    : null;
+});
+
+const buildTriggerCondition = (attributeKey, values) => ({
+  attribute_key: attributeKey,
+  filter_operator: 'equal_to',
+  values,
+  query_operator: 'and',
+  custom_attribute_type: '',
+});
+
+// Write the selected trigger (plus optional inbox scope) onto the rule's event_name + conditions.
+const applyDelayedTrigger = () => {
+  const trigger = DELAYED_TRIGGERS.find(
+    item => item.key === selectedTrigger.value
+  );
+  if (!automation.value || !trigger) return;
+  automation.value.event_name = trigger.eventName;
+  const conditions = [
+    trigger.messageType
+      ? buildTriggerCondition('message_type', trigger.messageType)
+      : buildTriggerCondition('status', triggerStatus.value),
+  ];
+  // A private note is an outgoing message, so without this an internal note would read as a reply
+  // and arm the customer-unresponsive wait. Incoming messages are never private.
+  if (trigger.messageType === 'outgoing') {
+    conditions.push(buildTriggerCondition('private_note', [false]));
+  }
+  if (triggerInboxes.value.length) {
+    conditions.push(
+      buildTriggerCondition(
+        'inbox_id',
+        triggerInboxes.value.map(inbox => inbox.id)
+      )
+    );
+  }
+  automation.value.conditions = conditions;
+};
+
+// A single value is a raw string in create mode and an option object ({ id }) after edit-mode
+// formatting; return its plain value either way.
+const rawConditionValue = condition => {
+  const raw = Array.isArray(condition?.values)
+    ? condition.values[0]
+    : condition?.values;
+  return raw && typeof raw === 'object' ? raw.id : raw;
+};
+
+// Populate the trigger controls from an existing delayed rule when editing.
+const hydrateTriggerFromAutomation = () => {
+  const conditions = automation.value?.conditions || [];
+  const byKey = key => conditions.find(c => c.attribute_key === key);
+  const messageType = rawConditionValue(byKey('message_type'));
+  if (messageType === 'incoming') selectedTrigger.value = 'agent_unresponsive';
+  else if (messageType === 'outgoing')
+    selectedTrigger.value = 'customer_unresponsive';
+  else {
+    selectedTrigger.value = 'conversation_status';
+    triggerStatus.value =
+      rawConditionValue(byKey('status')) || DEFAULT_TRIGGER_STATUS;
+  }
+  const inboxValues = byKey('inbox_id')?.values || [];
+  const inboxIds = inboxValues.map(value =>
+    value && typeof value === 'object' ? value.id : value
+  );
+  triggerInboxes.value = inboxOptions.value.filter(inbox =>
+    inboxIds.includes(inbox.id)
+  );
+};
+
+// Turning the wait on (create) sets the default trigger's event + conditions.
+watch(isDelayed, delayed => {
+  if (delayed && automation.value && !isEditMode.value) applyDelayedTrigger();
+});
+
+// Any trigger-control change re-derives event_name + conditions. After hydration this simply
+// re-writes the same values, so it stays idempotent (no reference change → no loop).
+watch([selectedTrigger, triggerStatus, triggerInboxes], () => {
+  if (isDelayed.value) applyDelayedTrigger();
+});
+
+// Opening an existing delayed rule mirrors its event/conditions into the trigger controls.
+watch(
+  () => automation.value,
+  () => {
+    if (isDelayed.value && automation.value) hydrateTriggerFromAutomation();
+  }
+);
+
 watch(
   () => automation.value,
   () => {
@@ -216,8 +411,9 @@ const syncCustomAttributeTypes = () => {
   });
 };
 
-const open = () => {
+const open = (executionDelay = null) => {
   resetValidation();
+  syncDelayFromDelay(executionDelay);
   dialogRef.value?.open();
 };
 
@@ -230,8 +426,13 @@ const emitSaveAutomation = () => {
   syncCustomAttributeTypes();
   const conditionsValid = isConditionsValid();
   errors.value = validateAutomation(automation.value);
+  if (allowsDelayedExecution.value && executionDelayInvalid.value) {
+    errors.value.execution_delay = true;
+  }
   if (Object.keys(errors.value).length === 0 && conditionsValid) {
     const payload = generateAutomationPayload(automation.value);
+    // The API rejects the param when the feature is off; existing values are kept server-side.
+    if (!allowsDelayedExecution.value) delete payload.execution_delay;
     emit('save', payload, props.mode);
   }
 };
@@ -266,84 +467,163 @@ defineExpose({ open, close });
         :error="errors.description ? $t('AUTOMATION.ADD.FORM.DESC.ERROR') : ''"
         :placeholder="$t('AUTOMATION.ADD.FORM.DESC.PLACEHOLDER')"
       />
-      <div class="mb-6">
-        <label :class="{ error: errors.event_name }">
-          {{ $t('AUTOMATION.ADD.FORM.EVENT.LABEL') }}
-          <select
-            v-model="automation.event_name"
-            class="m-0"
-            @change="onEventChange()"
-          >
-            <option
-              v-for="event in automationRuleEvents"
-              :key="event.key"
-              :value="event.key"
-            >
-              {{ event.value }}
-            </option>
-          </select>
-          <span v-if="errors.event_name" class="message">
-            {{ $t('AUTOMATION.ADD.FORM.EVENT.ERROR') }}
+      <!-- Wait Start (choose the delay first, then the trigger) -->
+      <div v-if="allowsDelayedExecution" class="mb-6">
+        <div class="flex items-center justify-between gap-4">
+          <label class="mb-0" :class="{ error: errors.execution_delay }">
+            {{ $t('AUTOMATION.ADD.FORM.EXECUTE.LABEL') }}
+          </label>
+          <ToggleSwitch v-model="isDelayed" />
+        </div>
+        <div v-if="isDelayed" class="flex flex-wrap items-center gap-2 mt-2">
+          <span class="text-sm text-n-slate-11">
+            {{ $t('AUTOMATION.ADD.FORM.EXECUTE.AFTER_DELAY') }}
           </span>
-        </label>
-        <p
-          v-if="!isEditMode && hasAutomationMutated"
-          class="text-xs text-right text-n-teal-10 pt-1"
-        >
-          {{ $t('AUTOMATION.FORM.RESET_MESSAGE') }}
-        </p>
-      </div>
-      <!-- Conditions Start -->
-      <section class="mb-5">
-        <label>
-          {{ $t('AUTOMATION.ADD.FORM.CONDITIONS.LABEL') }}
-        </label>
-        <ul
-          class="grid gap-4 list-none p-3 mb-4 outline outline-1 rounded-xl -outline-offset-1"
-          :class="
-            hasConditionErrors
-              ? 'outline-n-ruby-5 bg-n-ruby-2/50'
-              : 'outline-n-weak dark:outline-n-strong'
-          "
-        >
-          <template v-for="(condition, i) in automation.conditions" :key="i">
-            <ConditionRow
-              v-if="i === 0"
-              ref="conditionsRef"
-              v-model:attribute-key="automation.conditions[i].attribute_key"
-              v-model:filter-operator="automation.conditions[i].filter_operator"
-              v-model:values="automation.conditions[i].values"
-              :filter-types="filterTypes"
-              :show-query-operator="false"
-              @remove="removeFilter(i)"
-            />
-            <ConditionRow
-              v-else
-              ref="conditionsRef"
-              v-model:attribute-key="automation.conditions[i].attribute_key"
-              v-model:filter-operator="automation.conditions[i].filter_operator"
-              v-model:query-operator="
-                automation.conditions[i - 1].query_operator
-              "
-              v-model:values="automation.conditions[i].values"
-              :filter-types="filterTypes"
-              show-query-operator
-              @remove="removeFilter(i)"
-            />
-          </template>
-          <div>
-            <NextButton
-              icon="i-lucide-plus"
-              blue
-              faded
-              sm
-              :label="$t('AUTOMATION.ADD.CONDITION_BUTTON_LABEL')"
-              @click="appendNewCondition"
+          <div class="flex items-center gap-2 w-64">
+            <DurationInput
+              v-model="delayMinutes"
+              v-model:unit="delayUnit"
+              :min="MIN_DELAY_MINUTES"
+              :max="MAX_DELAY_MINUTES"
             />
           </div>
-        </ul>
-      </section>
-      <!-- Conditions End -->
+        </div>
+        <span
+          v-if="isDelayed && executionDelayInvalid"
+          class="text-xs text-n-ruby-9"
+        >
+          {{ $t('AUTOMATION.ADD.FORM.EXECUTE.ERROR') }}
+        </span>
+      </div>
+      <!-- Wait End -->
+      <!-- Delayed trigger: a curated event + condition, in place of raw Event/Conditions -->
+      <div v-if="isDelayed" class="mb-6">
+        <label class="mb-1">
+          {{ $t('AUTOMATION.ADD.FORM.TRIGGER.LABEL') }}
+        </label>
+        <div
+          class="flex flex-col gap-3 p-4 outline outline-1 -outline-offset-1 rounded-xl outline-n-weak dark:outline-n-strong"
+        >
+          <div class="flex items-center gap-3 min-h-8">
+            <span class="w-20 shrink-0 text-sm text-n-slate-11">
+              {{ $t('AUTOMATION.ADD.FORM.TRIGGER.WHEN_LABEL') }}
+            </span>
+            <FilterSelect
+              v-model="selectedTrigger"
+              :options="triggerSelectOptions"
+            />
+          </div>
+          <div v-if="isStatusTrigger" class="flex items-center gap-3 min-h-8">
+            <span class="w-20 shrink-0 text-sm text-n-slate-11">
+              {{ $t('AUTOMATION.ADD.FORM.TRIGGER.STATUS_LABEL') }}
+            </span>
+            <FilterSelect
+              v-model="triggerStatus"
+              :options="statusSelectOptions"
+            />
+          </div>
+          <div class="flex items-center gap-3 min-h-8">
+            <span class="w-20 shrink-0 text-sm text-n-slate-11">
+              {{ $t('AUTOMATION.ADD.FORM.TRIGGER.INBOX_LABEL') }}
+            </span>
+            <MultiSelect v-model="triggerInboxes" :options="inboxOptions" />
+          </div>
+        </div>
+        <p class="text-xs text-n-slate-11 pt-2 mb-0">
+          <span class="text-n-slate-12 font-medium">
+            {{ $t('AUTOMATION.ADD.FORM.EXECUTE.ENDS_IF_LABEL') }}
+          </span>
+          {{ $t(`AUTOMATION.ADD.FORM.EXECUTE.ENDS_IF.${waitEndsKey}`) }}
+        </p>
+        <p class="text-xs text-n-slate-11 pt-1 mb-0">
+          {{ $t('AUTOMATION.ADD.FORM.EXECUTE.HELP_TEXT') }}
+        </p>
+      </div>
+      <!-- Instant flow: raw Event + Conditions -->
+      <template v-else>
+        <div class="mb-6">
+          <label :class="{ error: errors.event_name }">
+            {{ $t('AUTOMATION.ADD.FORM.EVENT.LABEL') }}
+            <select
+              v-model="automation.event_name"
+              class="m-0"
+              @change="onEventChange()"
+            >
+              <option
+                v-for="event in automationRuleEvents"
+                :key="event.key"
+                :value="event.key"
+              >
+                {{ event.value }}
+              </option>
+            </select>
+            <span v-if="errors.event_name" class="message">
+              {{ $t('AUTOMATION.ADD.FORM.EVENT.ERROR') }}
+            </span>
+          </label>
+          <p
+            v-if="!isEditMode && hasAutomationMutated"
+            class="text-xs text-right text-n-teal-10 pt-1"
+          >
+            {{ $t('AUTOMATION.FORM.RESET_MESSAGE') }}
+          </p>
+        </div>
+        <!-- Conditions Start -->
+        <section class="mb-5">
+          <label>
+            {{ $t('AUTOMATION.ADD.FORM.CONDITIONS.LABEL') }}
+          </label>
+          <ul
+            class="grid gap-4 list-none p-3 mb-4 outline outline-1 rounded-xl -outline-offset-1"
+            :class="
+              hasConditionErrors
+                ? 'outline-n-ruby-5 bg-n-ruby-2/50'
+                : 'outline-n-weak dark:outline-n-strong'
+            "
+          >
+            <template v-for="(condition, i) in automation.conditions" :key="i">
+              <ConditionRow
+                v-if="i === 0"
+                ref="conditionsRef"
+                v-model:attribute-key="automation.conditions[i].attribute_key"
+                v-model:filter-operator="
+                  automation.conditions[i].filter_operator
+                "
+                v-model:values="automation.conditions[i].values"
+                :filter-types="filterTypes"
+                :show-query-operator="false"
+                @remove="removeFilter(i)"
+              />
+              <ConditionRow
+                v-else
+                ref="conditionsRef"
+                v-model:attribute-key="automation.conditions[i].attribute_key"
+                v-model:filter-operator="
+                  automation.conditions[i].filter_operator
+                "
+                v-model:query-operator="
+                  automation.conditions[i - 1].query_operator
+                "
+                v-model:values="automation.conditions[i].values"
+                :filter-types="filterTypes"
+                show-query-operator
+                @remove="removeFilter(i)"
+              />
+            </template>
+            <div>
+              <NextButton
+                icon="i-lucide-plus"
+                blue
+                faded
+                sm
+                :label="$t('AUTOMATION.ADD.CONDITION_BUTTON_LABEL')"
+                @click="appendNewCondition"
+              />
+            </div>
+          </ul>
+        </section>
+        <!-- Conditions End -->
+      </template>
       <!-- Actions Start -->
       <section>
         <label>

app/javascript/dashboard/routes/dashboard/settings/automation/AutomationRuleRow.vue

@@ -1,6 +1,7 @@
 <script setup>
 import { computed } from 'vue';
 import { messageStamp } from 'shared/helpers/timeHelper';
+import { formatDelay } from 'dashboard/helper/automationHelper';
 import Button from 'dashboard/components-next/button/Button.vue';
 import ToggleSwitch from 'dashboard/components-next/switch/Switch.vue';
 import { BaseTableRow, BaseTableCell } from 'dashboard/components-next/table';
@@ -43,6 +44,16 @@ const automationActive = computed({
           <span class="text-body-main text-n-slate-12 truncate">
             {{ automation.name }}
           </span>
+          <span
+            v-if="automation.execution_delay"
+            class="text-xs px-1.5 py-0.5 rounded-md bg-n-alpha-2 text-n-slate-11 whitespace-nowrap flex-shrink-0"
+          >
+            {{
+              $t('AUTOMATION.LIST.DELAY_BADGE', {
+                delay: formatDelay(automation.execution_delay),
+              })
+            }}
+          </span>
           <div class="w-px h-3 rounded-lg bg-n-weak flex-shrink-0" />
           <span class="text-body-main text-n-slate-11 truncate">
             {{ automation.description }}

app/javascript/dashboard/routes/dashboard/settings/automation/EditAutomationRule.vue

@@ -34,29 +34,33 @@ const {
 
 const { formatAutomation } = useEditableAutomation();
 
-const open = () => formRef.value?.open();
+const syncAutomationFromSelected = (source = props.selectedResponse) => {
+  if (!source?.conditions) return;
+
+  manifestCustomAttributes();
+  automation.value = formatAutomation(
+    source,
+    allCustomAttributes.value,
+    automationTypes,
+    AUTOMATION_ACTION_TYPES
+  );
+};
+
+// Format from the rule passed to open(): the prop updates a tick later, so at open() time
+// automation still holds the previously selected rule (its execution_delay hydrates the form).
+const open = rule => {
+  syncAutomationFromSelected(rule);
+  formRef.value?.open(rule?.execution_delay);
+};
 const close = () => formRef.value?.close();
 
 const onSave = (payload, mode) => {
   emit('saveAutomation', payload, mode);
 };
 
-watch(
-  () => props.selectedResponse,
-  value => {
-    if (!value?.conditions) return;
-
-    manifestCustomAttributes();
-
-    automation.value = formatAutomation(
-      value,
-      allCustomAttributes.value,
-      automationTypes,
-      AUTOMATION_ACTION_TYPES
-    );
-  },
-  { immediate: true }
-);
+watch(() => props.selectedResponse, syncAutomationFromSelected, {
+  immediate: true,
+});
 
 defineExpose({ open, close });
 </script>

app/javascript/dashboard/routes/dashboard/settings/automation/Index.vue

@@ -35,6 +35,31 @@ const filteredRecords = computed(() => {
   if (!query) return records.value;
   return picoSearch(records.value, query, ['name', 'description']);
 });
+
+// Delayed (wait) rules run on a different lifecycle, so list them in their own section.
+const hasDelayedRecords = computed(() =>
+  records.value.some(automation => automation.execution_delay)
+);
+
+const sections = computed(() => {
+  const instant = [];
+  const delayed = [];
+  filteredRecords.value.forEach(automation =>
+    (automation.execution_delay ? delayed : instant).push(automation)
+  );
+  return [
+    {
+      key: 'instant',
+      label: t('AUTOMATION.LIST.SECTIONS.INSTANT'),
+      items: instant,
+    },
+    {
+      key: 'delayed',
+      label: t('AUTOMATION.LIST.SECTIONS.DELAYED'),
+      items: delayed,
+    },
+  ].filter(section => section.items.length);
+});
 const uiFlags = computed(() => getters['automations/getUIFlags'].value);
 const accountId = computed(() => getters.getCurrentAccountId.value);
 
@@ -52,6 +77,14 @@ const isSLAEnabled = computed(() =>
   getters['accounts/isFeatureEnabledonAccount'].value(accountId.value, 'sla')
 );
 
+const showDelayDisabledBanner = computed(
+  () =>
+    !getters['accounts/isFeatureEnabledonAccount'].value(
+      accountId.value,
+      'delayed_automations'
+    ) && records.value.some(automation => automation.execution_delay)
+);
+
 onMounted(() => {
   store.dispatch('inboxes/get');
   store.dispatch('agents/get');
@@ -74,7 +107,7 @@ const hideAddPopup = () => {
 
 const openEditPopup = response => {
   selectedAutomation.value = { ...response };
-  editDialogRef.value?.open();
+  editDialogRef.value?.open(response);
 };
 const hideEditPopup = () => {
   editDialogRef.value?.close();
@@ -128,11 +161,11 @@ const submitAutomation = async (payload, mode) => {
     hideAddPopup();
     hideEditPopup();
   } catch (error) {
-    const errorMessage =
+    const fallbackMessage =
       mode === 'edit'
         ? t('AUTOMATION.EDIT.API.ERROR_MESSAGE')
         : t('AUTOMATION.ADD.API.ERROR_MESSAGE');
-    useAlert(errorMessage);
+    useAlert(error?.response?.data?.error || fallbackMessage);
   }
 };
 const toggleAutomation = async ({ id, name, status }) => {
@@ -212,25 +245,49 @@ const tableHeaders = computed(() => {
       </BaseSettingsHeader>
     </template>
     <template #body>
+      <div
+        v-if="showDelayDisabledBanner"
+        class="px-4 py-3 mb-4 text-sm rounded-lg bg-n-amber-3 text-n-amber-12"
+      >
+        {{ $t('AUTOMATION.LIST.DELAY_DISABLED_BANNER') }}
+      </div>
+      <template v-if="filteredRecords.length">
+        <div
+          v-for="section in sections"
+          :key="section.key"
+          class="mb-6 last:mb-0"
+        >
+          <h4
+            v-if="hasDelayedRecords"
+            class="mb-2 text-sm font-medium text-n-slate-11"
+          >
+            {{ section.label }}
+          </h4>
+          <BaseTable :headers="tableHeaders" :items="section.items">
+            <template #row="{ items }">
+              <AutomationRuleRow
+                v-for="automation in items"
+                :key="automation.id"
+                :automation="automation"
+                :loading="loading[automation.id]"
+                @clone="cloneAutomation"
+                @toggle="toggleAutomation"
+                @edit="openEditPopup"
+                @delete="openDeletePopup"
+              />
+            </template>
+          </BaseTable>
+        </div>
+      </template>
       <BaseTable
+        v-else
         :headers="tableHeaders"
-        :items="filteredRecords"
+        :items="[]"
         :no-data-message="
           searchQuery ? $t('AUTOMATION.NO_RESULTS') : $t('AUTOMATION.LIST.404')
         "
       >
-        <template #row="{ items }">
-          <AutomationRuleRow
-            v-for="automation in items"
-            :key="automation.id"
-            :automation="automation"
-            :loading="loading[automation.id]"
-            @clone="cloneAutomation"
-            @toggle="toggleAutomation"
-            @edit="openEditPopup"
-            @delete="openDeletePopup"
-          />
-        </template>
+        <template #row />
       </BaseTable>
     </template>
 

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

@@ -4,6 +4,8 @@ import { shouldBeUrl } from 'shared/helpers/Validators';
 import { useAlert } from 'dashboard/composables';
 import { useVuelidate } from '@vuelidate/core';
 import Avatar from 'next/avatar/Avatar.vue';
+import Banner from 'dashboard/components-next/banner/Banner.vue';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
 import SettingIntroBanner from 'dashboard/components/widgets/SettingIntroBanner.vue';
 import SettingsToggleSection from 'dashboard/components-next/Settings/SettingsToggleSection.vue';
 import SettingsFieldSection from 'dashboard/components-next/Settings/SettingsFieldSection.vue';
@@ -44,9 +46,11 @@ import SelectInput from 'dashboard/components-next/select/Select.vue';
 import Widget from 'dashboard/modules/widget-preview/components/Widget.vue';
 import AccessToken from 'dashboard/routes/dashboard/settings/profile/AccessToken.vue';
 import { copyTextToClipboard } from 'shared/helpers/clipboard';
+import { META_RESTRICTION_STATUS_URL } from 'dashboard/constants/globals';
 
 export default {
   components: {
+    Banner,
     BotConfiguration,
     CollaboratorsPage,
     ConfigurationPage,
@@ -80,6 +84,7 @@ export default {
     WhatsappManualMigrationBanner,
     Widget,
     AccessToken,
+    Icon,
   },
   mixins: [inboxMixin],
   setup() {
@@ -343,6 +348,12 @@ export default {
     instagramUnauthorized() {
       return this.isAnInstagramChannel && this.inbox.reauthorization_required;
     },
+    showInstagramRestrictionSettingsBanner() {
+      return this.isOnChatwootCloud && this.isAnInstagramChannel;
+    },
+    metaRestrictionStatusUrl() {
+      return META_RESTRICTION_STATUS_URL;
+    },
     tiktokUnauthorized() {
       return this.isATiktokChannel && this.inbox.reauthorization_required;
     },
@@ -809,6 +820,29 @@ export default {
           :class="bannerMaxWidth"
           @start="openWhatsAppManualMigrationDialog"
         />
+        <Banner
+          v-if="showInstagramRestrictionSettingsBanner"
+          color="amber"
+          class="mx-6 mb-4 max-w-4xl"
+        >
+          <div class="flex items-start gap-3 text-start">
+            <Icon
+              icon="i-lucide-triangle-alert"
+              class="flex-shrink-0 size-4 mt-0.5"
+            />
+            <span>
+              {{ $t('INBOX_MGMT.ADD.INSTAGRAM.SETTINGS_RESTRICTED_WARNING') }}
+              <a
+                :href="metaRestrictionStatusUrl"
+                class="link underline"
+                rel="noopener noreferrer nofollow"
+                target="_blank"
+              >
+                {{ $t('INBOX_MGMT.ADD.INSTAGRAM.STATUS_LINK') }}
+              </a>
+            </span>
+          </div>
+        </Banner>
 
         <div
           v-if="selectedTabKey === 'inbox-settings'"

app/javascript/widget/components/ChatFooter.vue

@@ -11,8 +11,6 @@ import { IFrameHelper } from '../helpers/utils';
 import { CHATWOOT_ON_START_CONVERSATION } from '../constants/sdkEvents';
 import { emitter } from 'shared/helpers/mitt';
 
-const TRANSCRIPT_COOLDOWN_MS = 15000;
-
 export default {
   components: {
     ChatInputWrap,
@@ -26,9 +24,6 @@ export default {
   data() {
     return {
       inReplyTo: null,
-      isSendingTranscript: false,
-      transcriptCooldown: false,
-      transcriptCooldownTimer: null,
     };
   },
   computed: {
@@ -62,9 +57,6 @@ export default {
   mounted() {
     emitter.on(BUS_EVENTS.TOGGLE_REPLY_TO_MESSAGE, this.toggleReplyTo);
   },
-  beforeUnmount() {
-    clearTimeout(this.transcriptCooldownTimer);
-  },
   methods: {
     ...mapActions('conversation', ['sendMessage', 'sendAttachment']),
     ...mapActions('conversationAttributes', ['getAttributes']),
@@ -98,35 +90,19 @@ export default {
     toggleReplyTo(message) {
       this.inReplyTo = message;
     },
-    startTranscriptCooldown() {
-      this.transcriptCooldown = true;
-      clearTimeout(this.transcriptCooldownTimer);
-      this.transcriptCooldownTimer = setTimeout(() => {
-        this.transcriptCooldown = false;
-      }, TRANSCRIPT_COOLDOWN_MS);
-    },
     async sendTranscript() {
-      if (
-        !this.hasEmail ||
-        this.isSendingTranscript ||
-        this.transcriptCooldown
-      ) {
-        return;
-      }
-      this.isSendingTranscript = true;
-      try {
-        await sendEmailTranscript();
-        this.startTranscriptCooldown();
-        emitter.emit(BUS_EVENTS.SHOW_ALERT, {
-          message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_SUCCESS'),
-          type: 'success',
-        });
-      } catch (error) {
-        emitter.emit(BUS_EVENTS.SHOW_ALERT, {
-          message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_ERROR'),
-        });
-      } finally {
-        this.isSendingTranscript = false;
+      if (this.hasEmail) {
+        try {
+          await sendEmailTranscript();
+          emitter.emit(BUS_EVENTS.SHOW_ALERT, {
+            message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_SUCCESS'),
+            type: 'success',
+          });
+        } catch (error) {
+          emitter.$emit(BUS_EVENTS.SHOW_ALERT, {
+            message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_ERROR'),
+          });
+        }
       }
     },
   },
@@ -168,7 +144,6 @@ export default {
       v-if="showEmailTranscriptButton"
       type="clear"
       class="font-normal"
-      :disabled="isSendingTranscript || transcriptCooldown"
       @click="sendTranscript"
     >
       {{ $t('EMAIL_TRANSCRIPT.BUTTON_TEXT') }}

app/jobs/automation_rules/process_pending_execution_job.rb

@@ -0,0 +1,68 @@
+class AutomationRules::ProcessPendingExecutionJob < ApplicationJob
+  queue_as :medium
+
+  discard_on ActiveJob::DeserializationError
+
+  def perform(pending_execution)
+    return if delayed_automations_disabled?
+    # Account flag off pauses (not skips): leave the row pending so re-enabling resumes it.
+    return unless pending_execution.account.feature_enabled?('delayed_automations')
+    # Atomic claim: a duplicate enqueue (overlapping sweep or stale reclaim) loses here and returns.
+    return unless pending_execution.claim!
+
+    skip_reason = skip_reason_for(pending_execution)
+    return pending_execution.update!(status: :skipped, skip_reason: skip_reason) if skip_reason
+
+    execute(pending_execution)
+  rescue StandardError => e
+    # Row stays `processing`; the next sweep reclaims and retries it once the lock goes stale.
+    ChatwootExceptionTracker.new(e, account: pending_execution.account).capture_exception
+  end
+
+  private
+
+  def skip_reason_for(pending_execution)
+    return 'expired' if pending_execution.due_at < AutomationRulePendingExecution::DUE_WINDOW.ago
+
+    structural_skip_reason(pending_execution) || behavioral_skip_reason(pending_execution)
+  end
+
+  def structural_skip_reason(pending_execution)
+    rule = pending_execution.automation_rule
+    return 'rule_inactive' if rule.nil? || !rule.active?
+    return 'conversation_gone' if pending_execution.conversation.nil?
+
+    nil
+  end
+
+  def behavioral_skip_reason(pending_execution)
+    return 'episode_moved' unless pending_execution.episode_current?
+    return AutomationRulePendingExecution::CONDITIONS_CHANGED_SKIP unless conditions_still_match?(pending_execution)
+
+    nil
+  end
+
+  def conditions_still_match?(pending_execution)
+    AutomationRules::ConditionsFilterService.new(
+      pending_execution.automation_rule,
+      pending_execution.conversation,
+      { message: pending_execution.message }
+    ).perform.present?
+  end
+
+  # Marked before the actions run: a row that dies here stays `executing`, which no sweep reclaims,
+  # so a message/email/webhook is never sent twice. Everything up to this point is still retryable.
+  def execute(pending_execution)
+    pending_execution.update!(status: :executing)
+    AutomationRules::ActionService.new(
+      pending_execution.automation_rule,
+      pending_execution.account,
+      pending_execution.conversation
+    ).perform
+    pending_execution.update!(status: :executed)
+  end
+
+  def delayed_automations_disabled?
+    GlobalConfig.get('DISABLE_DELAYED_AUTOMATIONS')['DISABLE_DELAYED_AUTOMATIONS']
+  end
+end

app/jobs/automation_rules/resume_paused_executions_job.rb

@@ -0,0 +1,11 @@
+class AutomationRules::ResumePausedExecutionsJob < ApplicationJob
+  # Enqueued the moment the account flag flips back on, ahead of the next sweep, so overdue rows
+  # are rescheduled before that sweep's per-row jobs could mark them expired.
+  queue_as :medium
+
+  discard_on ActiveJob::DeserializationError
+
+  def perform(account)
+    AutomationRulePendingExecution.reschedule_paused(account)
+  end
+end

app/jobs/automation_rules/trigger_pending_executions_job.rb

@@ -0,0 +1,34 @@
+class AutomationRules::TriggerPendingExecutionsJob < ApplicationJob
+  queue_as :scheduled_jobs
+
+  DEFAULT_SWEEP_LIMIT = 1000
+
+  def perform
+    return if delayed_automations_disabled?
+
+    started_at = Time.current
+    purged = AutomationRulePendingExecution.purge_terminal!
+
+    rows = AutomationRulePendingExecution.sweepable.for_enabled_accounts.order(:due_at).limit(sweep_limit).to_a
+    rows.each { |row| AutomationRules::ProcessPendingExecutionJob.perform_later(row) }
+
+    log_summary(enqueued: rows.size, capped: rows.size >= sweep_limit, purged: purged,
+                abandoned: AutomationRulePendingExecution.abandoned.count, started_at: started_at)
+  end
+
+  private
+
+  def delayed_automations_disabled?
+    GlobalConfig.get('DISABLE_DELAYED_AUTOMATIONS')['DISABLE_DELAYED_AUTOMATIONS']
+  end
+
+  def sweep_limit
+    (InstallationConfig.find_by(name: 'AUTOMATION_PENDING_EXECUTIONS_SWEEP_LIMIT')&.value || DEFAULT_SWEEP_LIMIT).to_i
+  end
+
+  def log_summary(enqueued:, capped:, purged:, abandoned:, started_at:)
+    summary = { event: 'completed', enqueued: enqueued, capped: capped, purged: purged, abandoned: abandoned,
+                duration_ms: ((Time.current - started_at) * 1000).round }
+    Rails.logger.info("[AutomationRules::TriggerPendingExecutionsJob] #{summary.to_json}")
+  end
+end

app/jobs/trigger_scheduled_items_job.rb

@@ -19,6 +19,9 @@ class TriggerScheduledItemsJob < ApplicationJob
 
     # Job to sync whatsapp templates
     Channels::Whatsapp::TemplatesSyncSchedulerJob.perform_later
+
+    # Job to trigger pending executions
+    AutomationRules::TriggerPendingExecutionsJob.perform_later
   end
 end
 

app/listeners/automation_rule_listener.rb

@@ -30,7 +30,7 @@ class AutomationRuleListener < BaseListener
     rules.each do |rule|
       conditions_match = ::AutomationRules::ConditionsFilterService.new(rule, message.conversation,
                                                                         { message: message, changed_attributes: changed_attributes }).perform
-      ::AutomationRules::ActionService.new(rule, account, message.conversation).perform if conditions_match.present?
+      execute_rule(rule, account, message.conversation, message: message) if conditions_match.present?
     end
   end
 
@@ -46,13 +46,36 @@ class AutomationRuleListener < BaseListener
     account = conversation.account
     changed_attributes = event.data[:changed_attributes]
 
-    return unless rule_present?(event_name, account)
-
-    rules = current_account_rules(event_name, account)
+    rules = conversation_rules(event_name, account)
+    return if rules.blank?
 
     rules.each do |rule|
       conditions_match = ::AutomationRules::ConditionsFilterService.new(rule, conversation, { changed_attributes: changed_attributes }).perform
-      AutomationRules::ActionService.new(rule, account, conversation).perform if conditions_match.present?
+      execute_rule(rule, account, conversation) if conditions_match.present?
+    end
+  end
+
+  # A delayed conversation rule reads as "the conversation has been in this status for N minutes",
+  # so a conversation created in that status must arm it too. Creation never dispatches
+  # CONVERSATION_UPDATED, and both paths key the episode on the same status_changed_at, so a later
+  # update arming the same episode is deduped by the unique index.
+  def conversation_rules(event_name, account)
+    rules = current_account_rules(event_name, account)
+    return rules unless event_name == 'conversation_created'
+
+    rules + current_account_rules('conversation_updated', account).where.not(execution_delay: nil)
+  end
+
+  # Delayed rules record a pending execution instead of acting; the sweep re-checks and
+  # runs them at due time. Flag off means no arming and no immediate fallback — a delayed
+  # message silently becoming instant is worse than skipping.
+  def execute_rule(rule, account, conversation, message: nil)
+    if rule.execution_delay.present?
+      return unless account.feature_enabled?('delayed_automations')
+
+      AutomationRulePendingExecution.schedule(rule: rule, conversation: conversation, message: message)
+    else
+      ::AutomationRules::ActionService.new(rule, account, conversation).perform
     end
   end
 

app/models/account.rb

@@ -65,6 +65,7 @@ class Account < ApplicationRecord
   has_many :articles, dependent: :destroy_async, class_name: '::Article'
   has_many :assignment_policies, dependent: :destroy_async
   has_many :automation_rules, dependent: :destroy_async
+  has_many :automation_rule_pending_executions, dependent: :delete_all
   has_many :macros, dependent: :destroy_async
   has_many :campaigns, dependent: :destroy_async
   has_many :canned_responses, dependent: :destroy_async
@@ -111,6 +112,7 @@ class Account < ApplicationRecord
   before_validation :validate_limit_keys
   after_create_commit :notify_creation
   after_update_commit :clear_unread_conversation_counts_cache, if: :saved_change_to_feature_conversation_unread_counts?
+  after_update_commit :resume_delayed_automations, if: -> { saved_change_to_feature_delayed_automations? && feature_delayed_automations? }
   after_destroy :remove_account_sequences
 
   def agents
@@ -189,6 +191,10 @@ class Account < ApplicationRecord
     ::Conversations::UnreadCounts::Store.clear_account!(id)
   end
 
+  def resume_delayed_automations
+    AutomationRules::ResumePausedExecutionsJob.perform_later(self)
+  end
+
   trigger.after(:insert).for_each(:row) do
     "execute format('create sequence IF NOT EXISTS conv_dpid_seq_%s', NEW.id);"
   end

app/models/automation_rule.rb

@@ -2,16 +2,17 @@
 #
 # Table name: automation_rules
 #
-#  id          :bigint           not null, primary key
-#  actions     :jsonb            not null
-#  active      :boolean          default(TRUE), not null
-#  conditions  :jsonb            not null
-#  description :text
-#  event_name  :string           not null
-#  name        :string           not null
-#  created_at  :datetime         not null
-#  updated_at  :datetime         not null
-#  account_id  :bigint           not null
+#  id              :bigint           not null, primary key
+#  actions         :jsonb            not null
+#  active          :boolean          default(TRUE), not null
+#  conditions      :jsonb            not null
+#  description     :text
+#  event_name      :string           not null
+#  execution_delay :integer
+#  name            :string           not null
+#  created_at      :datetime         not null
+#  updated_at      :datetime         not null
+#  account_id      :bigint           not null
 #
 # Indexes
 #
@@ -21,7 +22,13 @@ class AutomationRule < ApplicationRecord
   include Rails.application.routes.url_helpers
   include Reauthorizable
 
+  EXECUTION_DELAY_RANGE = (10..43_200) # minutes: 10 min to 30 days
+  # Conversation-level delayed rules key their episode on status; only status and attributes
+  # that never change after the delay (inbox) are safe to also filter on.
+  DELAYED_CONVERSATION_ATTRIBUTES = %w[status inbox_id].freeze
+
   belongs_to :account
+  has_many :pending_executions, class_name: 'AutomationRulePendingExecution', dependent: :delete_all
   has_many_attached :files
 
   validate :json_conditions_format
@@ -29,8 +36,13 @@ class AutomationRule < ApplicationRecord
   validate :query_operator_presence
   validate :query_operator_value
   validates :account_id, presence: true
+  validates :execution_delay, numericality: { only_integer: true, in: EXECUTION_DELAY_RANGE }, allow_nil: true
+  validate :execution_delay_supported_conditions
+  validate :execution_delay_supported_event
 
   after_update_commit :reauthorized!, if: -> { saved_change_to_conditions? }
+  # Discard rows armed under the old definition; they re-arm on the next matching event.
+  after_update :discard_stale_pending_executions, if: :execution_config_changed?
 
   scope :active, -> { where(active: true) }
 
@@ -95,6 +107,35 @@ class AutomationRule < ApplicationRecord
     end
   end
 
+  # The fire-time re-check cannot reconstruct changed_attributes, so delayed rules
+  # cannot use attribute_changed conditions.
+  def execution_delay_supported_conditions
+    return if execution_delay.blank? || conditions.blank?
+    return if conditions.none? { |obj| obj['filter_operator'] == 'attribute_changed' }
+
+    errors.add(:execution_delay, 'cannot be used with attribute_changed conditions.')
+  end
+
+  # Conversation-level episodes key on status_changed_at alone. Mutable attributes would collapse
+  # distinct periods into one episode, so only status and immutable filters (inbox) are allowed.
+  def execution_delay_supported_event
+    return if execution_delay.blank? || conditions.blank? || event_name == 'message_created'
+    return if conditions.all? { |obj| DELAYED_CONVERSATION_ATTRIBUTES.include?(obj['attribute_key']) }
+
+    errors.add(:execution_delay, 'only supports status and inbox conditions for conversation-level events.')
+  end
+
+  def execution_config_changed?
+    saved_change_to_execution_delay? || saved_change_to_event_name? ||
+      saved_change_to_conditions? || saved_change_to_actions?
+  end
+
+  def discard_stale_pending_executions
+    # armed = pending + processing, the rows the sweep would otherwise still run. Rows already
+    # executing are left alone: their actions are in flight and cannot be called back.
+    pending_executions.armed.delete_all
+  end
+
   def validate_single_condition(condition)
     query_operator = condition['query_operator']
 

app/models/automation_rule_pending_execution.rb

@@ -0,0 +1,204 @@
+# == Schema Information
+#
+# Table name: automation_rule_pending_executions
+#
+#  id                 :bigint           not null, primary key
+#  due_at             :datetime         not null
+#  episode_key        :string           not null
+#  skip_reason        :string
+#  status             :integer          default("pending"), not null
+#  created_at         :datetime         not null
+#  updated_at         :datetime         not null
+#  account_id         :bigint           not null
+#  automation_rule_id :bigint           not null
+#  conversation_id    :bigint           not null
+#  message_id         :bigint
+#
+# Indexes
+#
+#  index_automation_rule_pending_executions_on_account_id          (account_id)
+#  index_automation_rule_pending_executions_on_automation_rule_id  (automation_rule_id)
+#  index_automation_rule_pending_executions_on_conversation_id     (conversation_id)
+#  index_automation_rule_pending_executions_on_status_and_due_at   (status,due_at)
+#  uniq_automation_pending_execution_episode                       (automation_rule_id,conversation_id,episode_key) UNIQUE
+#
+class AutomationRulePendingExecution < ApplicationRecord
+  # Rows older than this never fire (bounds backlog replay after downtime).
+  DUE_WINDOW = 3.days
+  # A processing row whose lock is older than this is treated as abandoned and reclaimed.
+  STALE_PROCESSING_TIMEOUT = 15.minutes
+  # Terminal rows are purged after this to keep the table bounded.
+  RETENTION_WINDOW = 30.days
+  # Skip reason for a row cancelled only because conditions no longer matched at fire time; unlike
+  # other terminal reasons, a later qualifying message can re-arm it (see .schedule).
+  CONDITIONS_CHANGED_SKIP = 'conditions_changed'.freeze
+
+  belongs_to :automation_rule
+  belongs_to :conversation
+  belongs_to :account
+  belongs_to :message, optional: true
+
+  # `processing` is claimed but not yet acting, so it is safe to reclaim and retry. `executing`
+  # means the actions are running: a row that dies there is never replayed, because the actions
+  # are customer-facing (messages, emails, webhooks) and repeating them is worse than dropping them.
+  enum status: { pending: 0, processing: 1, executed: 2, skipped: 3, executing: 4 }
+
+  # Rows a sweep should hand to a worker: due pending rows, plus processing rows whose lock went stale.
+  scope :sweepable, lambda {
+    pending.where(due_at: ..Time.current).or(processing.where(updated_at: ...STALE_PROCESSING_TIMEOUT.ago))
+  }
+
+  # Rows whose worker died mid-action. Nothing reclaims them; the sweep only counts them so a
+  # crash that strands customer-facing actions is visible instead of silent.
+  scope :abandoned, -> { executing.where(updated_at: ...STALE_PROCESSING_TIMEOUT.ago) }
+
+  # Non-terminal rows still bound to fire (a stale processing row is reclaimed by the sweep).
+  scope :armed, -> { where(status: [statuses[:pending], statuses[:processing]]) }
+
+  # Excludes rows whose account paused delayed automations, so one disabled account's backlog
+  # can't fill the sweep limit and starve enabled accounts (paused rows resume on re-enable).
+  scope :for_enabled_accounts, -> { joins(:account).merge(Account.feature_delayed_automations) }
+
+  def self.schedule(rule:, conversation:, message: nil)
+    # status_changed_at is only written from this feature onwards, so a conversation that predates it
+    # has no status clock. Anchoring on created_at would make every old conversation instantly
+    # overdue and fire on the next sweep; leave them for their next status change to arm.
+    return if message.nil? && conversation.status_changed_at.blank?
+
+    key = arm_episode_key_for(conversation, message)
+    anchor = arm_anchor_for(conversation, message)
+    create!(
+      automation_rule: rule, conversation: conversation, account_id: conversation.account_id,
+      message_id: message&.id, episode_key: key, due_at: rule.execution_delay.minutes.since(anchor)
+    )
+  rescue ActiveRecord::RecordNotUnique
+    rearm_or_advance_episode(rule, conversation, key, message, anchor)
+  end
+
+  # The episode is already armed. Status episodes keep their first clock (a status change would
+  # give a new key), so only message episodes advance or re-arm here.
+  def self.rearm_or_advance_episode(rule, conversation, key, message, anchor)
+    return unless message
+
+    due_at = rule.execution_delay.minutes.since(anchor)
+    row = find_by!(automation_rule_id: rule.id, conversation_id: conversation.id, episode_key: key)
+    # The lock (and the reload it does) makes the compare-and-write atomic. Two listeners racing on
+    # the same episode would otherwise both read the old message_id and let whichever wrote last
+    # win, so an older message could overwrite a newer one and pull due_at backwards.
+    row.with_lock do
+      # Jobs can arrive out of order; only a strictly newer message advances or re-arms, so a late
+      # older message can't pull due_at backwards and fire before the delay elapses.
+      next unless message.id > row.message_id
+
+      if row.condition_skipped?
+        # A message episode key can recur (no new incoming reply) while conditions swing back into
+        # match, so a later qualifying message re-arms the condition-only skip instead of dropping.
+        row.update!(status: :pending, skip_reason: nil, due_at: due_at, message_id: message.id)
+      elsif row.pending? || row.stale_processing?
+        # Track the newest qualifying message. Reply-chase advances due_at with each agent reply;
+        # awaiting-agent keeps its first clock (its anchor is the stable waiting_since, so due_at is
+        # unchanged). Re-anchoring a row whose worker died mid-run back to pending also keeps a
+        # stale reclaim from firing the old clock instead of the latest one.
+        row.update!(status: :pending, due_at: due_at, message_id: message.id)
+      end
+    end
+  end
+
+  # The wait is measured from when the qualifying event happened, not when this (possibly
+  # backlogged or retried) listener runs, so a late dispatch still fires on schedule. Mirrors
+  # the timestamps the episode keys track.
+  def self.arm_anchor_for(conversation, message)
+    if message.nil?
+      conversation.status_changed_at
+    elsif message.incoming?
+      conversation.waiting_since.presence || message.created_at
+    else
+      message.created_at
+    end
+  end
+
+  # waiting_since is written just after MESSAGE_CREATED dispatches, so it can still be nil when
+  # an awaiting-agent episode arms. It becomes the starting message's created_at, so use that
+  # here; the strict fire-time key (episode_key_for) then matches once waiting_since is settled.
+  def self.arm_episode_key_for(conversation, message)
+    return episode_key_for(conversation, message) unless message&.incoming? && conversation.waiting_since.blank?
+
+    "awaiting_agent:#{microsecond_stamp(message.created_at)}"
+  end
+
+  # Microsecond integer, not a float: epoch seconds carry ~16 significant digits, past float64's
+  # precision, so an in-memory timestamp (arm time) and its DB-reloaded value (fire time) would
+  # round to different floats. strftime is exact on both. Sub-second distinguishes rapid episodes.
+  def self.microsecond_stamp(time)
+    time&.strftime('%s%6N') || '0'
+  end
+
+  # Episode keys identify one qualifying stretch of conversation state; when the recomputed
+  # key no longer matches, the episode ended and the pending action is cancelled at fire time.
+  def self.episode_key_for(conversation, message)
+    if message.nil?
+      # Sub-second precision so a resolve→reopen inside one second still ends the episode.
+      # Integer microseconds (not a float) so an in-memory arm and a DB-reloaded fire agree.
+      "status:#{microsecond_stamp(conversation.status_changed_at)}"
+    elsif message.incoming?
+      # waiting_since is cleared on agent/bot reply, so a reply invalidates this episode. Strict
+      # here: at fire time a nil waiting_since means the agent replied (episode ended).
+      "awaiting_agent:#{microsecond_stamp(conversation.waiting_since)}"
+    else
+      # A new customer message changes the max incoming id, invalidating this episode.
+      "reply_chase:#{conversation.messages.incoming.maximum(:id) || 0}"
+    end
+  end
+
+  def self.purge_terminal!
+    where(status: [statuses[:executed], statuses[:skipped]], updated_at: ...RETENTION_WINDOW.ago)
+      .in_batches(of: 1000).delete_all
+  end
+
+  # Rows that came due while an account had delayed automations paused would expire the moment
+  # the sweep reaches them on resume. Reset their clock so pause/resume replays them (still
+  # subject to the fire-time episode/condition re-checks) instead of silently dropping them.
+  def self.reschedule_paused(account)
+    overdue = pending.where(account_id: account.id, due_at: ...DUE_WINDOW.ago)
+    overdue.find_each { |row| row.update!(due_at: Time.current) }
+  end
+
+  # Atomic claim: only one worker can move a row into processing, so a row re-enqueued by an
+  # overlapping sweep (or after a stale reclaim) cannot double-execute. Refreshing updated_at
+  # renews the lock, keeping the row out of the stale window while this worker holds it.
+  def claim!
+    with_lock do
+      next false unless claimable?
+
+      update!(status: :processing, updated_at: Time.current)
+      true
+    end
+  end
+
+  def episode_current?
+    self.class.episode_key_for(conversation, message) == episode_key
+  end
+
+  # The claim renews updated_at, so a processing row past the timeout means its worker died. Only
+  # then may a re-arm take the row back: pulling a live worker's row to pending would let the sweep
+  # claim it and run the same actions alongside the worker still executing them.
+  def stale_processing?
+    processing? && updated_at < STALE_PROCESSING_TIMEOUT.ago
+  end
+
+  def condition_skipped?
+    skipped? && skip_reason == CONDITIONS_CHANGED_SKIP
+  end
+
+  def terminal?
+    executed? || skipped?
+  end
+
+  private
+
+  def claimable?
+    # due_at guard: a reply-chase reschedule can push due_at forward after this row was enqueued;
+    # such a row must wait for a later sweep instead of firing early.
+    (pending? && due_at <= Time.current) || stale_processing?
+  end
+end

app/models/conversation.rb

@@ -15,6 +15,7 @@
 #  priority               :integer
 #  snoozed_until          :datetime
 #  status                 :integer          default("open"), not null
+#  status_changed_at      :datetime
 #  uuid                   :uuid             not null
 #  waiting_since          :datetime
 #  created_at             :datetime         not null
@@ -124,8 +125,10 @@ class Conversation < ApplicationRecord
   has_many :notifications, as: :primary_actor, dependent: :destroy_async
   has_many :attachments, through: :messages
   has_many :reporting_events, dependent: :destroy_async
+  has_many :automation_rule_pending_executions, dependent: :delete_all
 
   before_save :ensure_snooze_until_reset
+  before_save :set_status_changed_at
   before_create :determine_conversation_status
   before_create :ensure_waiting_since
 
@@ -272,6 +275,10 @@ class Conversation < ApplicationRecord
     self.snoozed_until = nil unless snoozed?
   end
 
+  def set_status_changed_at
+    self.status_changed_at = Time.current if new_record? || status_changed?
+  end
+
   def ensure_waiting_since
     self.waiting_since = created_at
   end

app/views/api/v1/accounts/automation_rules/partials/_automation_rule.json.jbuilder

@@ -7,4 +7,5 @@ json.conditions automation_rule.conditions
 json.actions automation_rule.actions
 json.created_on automation_rule.created_at.to_i
 json.active automation_rule.active?
+json.execution_delay automation_rule.execution_delay
 json.files automation_rule.file_base_data if automation_rule.files.any?

config/features.yml

@@ -268,3 +268,8 @@
   display_name: WhatsApp Embedded Signup Flow
   enabled: false
   column: feature_flags_ext_1
+- name: delayed_automations
+  display_name: Delayed Automations
+  enabled: false
+  chatwoot_internal: true
+  column: feature_flags_ext_1

config/installation_config.yml

@@ -567,3 +567,10 @@
   value: 'https://us.cloud.langfuse.com'
   locked: false
 ## ---- End of LLM Observability ---- ##
+
+- name: DISABLE_DELAYED_AUTOMATIONS
+  display_title: 'Disable delayed automations'
+  description: 'Emergency stop for delayed automation rules: halts the pending-execution sweep and per-row execution within one tick'
+  value: false
+  locked: false
+  type: boolean

config/routes.rb

@@ -66,8 +66,7 @@ Rails.application.routes.draw do
             resources :assistants do
               member do
                 post :playground
-                get :metrics
-                get :faq_stats
+                get :stats
                 get :summary
                 get :drilldown
               end

db/migrate/20260709060000_add_execution_delay_to_automation_rules.rb

@@ -0,0 +1,5 @@
+class AddExecutionDelayToAutomationRules < ActiveRecord::Migration[7.0]
+  def change
+    add_column :automation_rules, :execution_delay, :integer
+  end
+end

db/migrate/20260709060100_add_status_changed_at_to_conversations.rb

@@ -0,0 +1,5 @@
+class AddStatusChangedAtToConversations < ActiveRecord::Migration[7.0]
+  def change
+    add_column :conversations, :status_changed_at, :datetime
+  end
+end

db/migrate/20260709060200_create_automation_rule_pending_executions.rb

@@ -0,0 +1,21 @@
+class CreateAutomationRulePendingExecutions < ActiveRecord::Migration[7.0]
+  def change
+    create_table :automation_rule_pending_executions do |t|
+      t.references :automation_rule, null: false
+      t.references :conversation, null: false
+      t.references :account, null: false
+      t.bigint :message_id
+      t.datetime :due_at, null: false
+      t.string :episode_key, null: false
+      t.integer :status, null: false, default: 0
+      t.string :skip_reason
+
+      t.timestamps
+    end
+
+    add_index :automation_rule_pending_executions, [:status, :due_at]
+    add_index :automation_rule_pending_executions,
+              [:automation_rule_id, :conversation_id, :episode_key],
+              unique: true, name: 'uniq_automation_pending_execution_episode'
+  end
+end

db/schema.rb

@@ -277,6 +277,24 @@ ActiveRecord::Schema[7.1].define(version: 2026_07_13_184351) do
     t.index ["user_id", "user_type"], name: "user_index"
   end
 
+  create_table "automation_rule_pending_executions", force: :cascade do |t|
+    t.bigint "automation_rule_id", null: false
+    t.bigint "conversation_id", null: false
+    t.bigint "account_id", null: false
+    t.bigint "message_id"
+    t.datetime "due_at", null: false
+    t.string "episode_key", null: false
+    t.integer "status", default: 0, null: false
+    t.string "skip_reason"
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["account_id"], name: "index_automation_rule_pending_executions_on_account_id"
+    t.index ["automation_rule_id", "conversation_id", "episode_key"], name: "uniq_automation_pending_execution_episode", unique: true
+    t.index ["automation_rule_id"], name: "index_automation_rule_pending_executions_on_automation_rule_id"
+    t.index ["conversation_id"], name: "index_automation_rule_pending_executions_on_conversation_id"
+    t.index ["status", "due_at"], name: "index_automation_rule_pending_executions_on_status_and_due_at"
+  end
+
   create_table "automation_rules", force: :cascade do |t|
     t.bigint "account_id", null: false
     t.string "name", null: false
@@ -287,6 +305,7 @@ ActiveRecord::Schema[7.1].define(version: 2026_07_13_184351) do
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
     t.boolean "active", default: true, null: false
+    t.integer "execution_delay"
     t.index ["account_id"], name: "index_automation_rules_on_account_id"
   end
 
@@ -788,6 +807,7 @@ ActiveRecord::Schema[7.1].define(version: 2026_07_13_184351) do
     t.datetime "waiting_since"
     t.text "cached_label_list"
     t.bigint "assignee_agent_bot_id"
+    t.datetime "status_changed_at"
     t.index ["account_id", "display_id"], name: "index_conversations_on_account_id_and_display_id", unique: true
     t.index ["account_id", "id"], name: "index_conversations_on_id_and_account_id"
     t.index ["account_id", "inbox_id", "status", "assignee_id"], name: "conv_acid_inbid_stat_asgnid_idx"

enterprise/app/builders/captain/assistant_stats_builder.rb

@@ -37,23 +37,6 @@ class Captain::AssistantStatsBuilder
     build_metrics(current, previous)
   end
 
-  # Approved/pending FAQ counts and the document total in a single round trip.
-  def faq_stats
-    approved, pending, documents = Captain::AssistantResponse.by_assistant(assistant.id).reorder(nil).pick(
-      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['approved']})"),
-      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['pending']})"),
-      Arel.sql("(SELECT COUNT(*) FROM captain_documents WHERE assistant_id = #{assistant.id.to_i})")
-    )
-    total = approved + pending
-
-    {
-      approved: approved,
-      pending: pending,
-      documents: documents,
-      coverage: total.zero? ? 0 : (approved.to_f / total * 100).round
-    }
-  end
-
   private
 
   attr_reader :window
@@ -73,7 +56,8 @@ class Captain::AssistantStatsBuilder
       handoff_rate: pack(current[:handoff], previous[:handoff], :point),
       hours_saved: pack(current[:hours_saved], previous[:hours_saved], :percent),
       reopen_rate: pack(current[:reopen], previous[:reopen], :point),
-      conversation_depth: pack(current[:depth], previous[:depth], :absolute)
+      conversation_depth: pack(current[:depth], previous[:depth], :absolute),
+      knowledge: knowledge
     }
   end
 
@@ -89,7 +73,7 @@ class Captain::AssistantStatsBuilder
       auto_resolution: rate(resolution[:resolved], handled),
       handoff: rate(resolution[:handoff], handled),
       hours_saved: (public_count * SECONDS_SAVED_PER_REPLY / 3600.0).round,
-      reopen: reopen_rate(range, resolution[:resolved]),
+      reopen: reopen_rate(range),
       depth: depth_conversations.zero? ? 0 : (public_count.to_f / depth_conversations).round(1)
     }
   end
@@ -174,9 +158,7 @@ class Captain::AssistantStatsBuilder
   # derived from the assistant's handled conversations (not current inbox membership) so a later
   # inbox reassignment doesn't drop historical resolves, and covers both the evaluated (inference)
   # and time-based (bot) resolve paths so the denominator matches auto_resolution_rate.
-  def reopen_rate(range, resolved_count)
-    return 0 if resolved_count.zero?
-
+  def reopen_rate(range)
     resolved_scope = account.reporting_events
                             .where(name: RESOLVED_EVENT_NAMES, created_at: range,
                                    conversation_id: handled_scope(range).select(:conversation_id))
@@ -196,7 +178,24 @@ class Captain::AssistantStatsBuilder
                              'ON resolves.conversation_id = reporting_events.conversation_id ' \
                              'AND reporting_events.event_end_time >= resolves.event_end_time')
                       .distinct.count('reporting_events.conversation_id')
-    rate(reopened, resolved_count)
+    rate(reopened, resolved_scope.distinct.count(:conversation_id))
+  end
+
+  # Approved/pending FAQ counts and the document total in a single round trip.
+  def knowledge
+    approved, pending, documents = Captain::AssistantResponse.by_assistant(assistant.id).reorder(nil).pick(
+      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['approved']})"),
+      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['pending']})"),
+      Arel.sql("(SELECT COUNT(*) FROM captain_documents WHERE assistant_id = #{assistant.id.to_i})")
+    )
+    total = approved + pending
+
+    {
+      approved: approved,
+      pending: pending,
+      documents: documents,
+      coverage: total.zero? ? 0 : (approved.to_f / total * 100).round
+    }
   end
 
   def rate(numerator, denominator)

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

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

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

@@ -1,7 +1,7 @@
-class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Captain::BaseController
+class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::BaseController
   before_action -> { check_authorization(Captain::Assistant) }
 
-  before_action :set_assistant, only: [:show, :update, :destroy, :playground, :metrics, :faq_stats, :summary, :drilldown]
+  before_action :set_assistant, only: [:show, :update, :destroy, :playground, :stats, :summary, :drilldown]
 
   def index
     @assistants = account_assistants.ordered
@@ -42,14 +42,10 @@ class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Capt
     @tools = assistant.available_agent_tools
   end
 
-  def metrics
+  def stats
     render json: Captain::AssistantStatsBuilder.new(@assistant, params[:range], params[:timezone_offset]).metrics
   end
 
-  def faq_stats
-    render json: Captain::AssistantStatsBuilder.new(@assistant).faq_stats
-  end
-
   def summary
     window = Captain::AssistantStatsWindow.new(params[:range], params[:timezone_offset])
     result = cached_or_generated_summary(window, summary_stats)

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

@@ -1,13 +0,0 @@
-class Api::V1::Accounts::Captain::BaseController < Api::V1::Accounts::BaseController
-  before_action :ensure_captain_enabled
-
-  private
-
-  # Captain is a premium feature; block API access when neither the v1 nor v2 flag is enabled for the account.
-  # `current_account` resolves and memoizes the account, so this does not depend on before_action ordering.
-  def ensure_captain_enabled
-    return if current_account.feature_enabled?('captain_integration') || current_account.feature_enabled?('captain_integration_v2')
-
-    render json: { error: 'Captain is not enabled for this account' }, status: :forbidden
-  end
-end

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

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

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

@@ -1,4 +1,4 @@
-class Api::V1::Accounts::Captain::CopilotMessagesController < Api::V1::Accounts::Captain::BaseController
+class Api::V1::Accounts::Captain::CopilotMessagesController < Api::V1::Accounts::BaseController
   before_action :set_copilot_thread
 
   def index

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

@@ -1,4 +1,4 @@
-class Api::V1::Accounts::Captain::CopilotThreadsController < Api::V1::Accounts::Captain::BaseController
+class Api::V1::Accounts::Captain::CopilotThreadsController < Api::V1::Accounts::BaseController
   before_action :ensure_message, only: :create
 
   def index

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

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

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

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

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

@@ -1,5 +1,4 @@
-class Api::V1::Accounts::Captain::ScenariosController < Api::V1::Accounts::Captain::BaseController
-  before_action :ensure_captain_v2_enabled
+class Api::V1::Accounts::Captain::ScenariosController < Api::V1::Accounts::BaseController
   before_action -> { check_authorization(Captain::Scenario) }
   before_action :set_assistant
   before_action :set_scenario, only: [:show, :update, :destroy]
@@ -25,13 +24,6 @@ class Api::V1::Accounts::Captain::ScenariosController < Api::V1::Accounts::Capta
 
   private
 
-  # Scenarios are a Captain v2-only feature; the shared base guard allows either flag, so require v2 here.
-  def ensure_captain_v2_enabled
-    return if current_account.feature_enabled?('captain_integration_v2')
-
-    render json: { error: 'Captain is not enabled for this account' }, status: :forbidden
-  end
-
   def set_assistant
     @assistant = account_assistants.find(params[:assistant_id])
   end

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

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::CustomRolesController < Api::V1::Accounts::EnterpriseAccountsController
-  before_action :ensure_custom_roles_feature_enabled
   before_action :fetch_custom_role, only: [:show, :update, :destroy]
   before_action :check_authorization
 
@@ -29,8 +28,4 @@ class Api::V1::Accounts::CustomRolesController < Api::V1::Accounts::EnterpriseAc
   def fetch_custom_role
     @custom_role = Current.account.custom_roles.find_by(id: params[:id])
   end
-
-  def ensure_custom_roles_feature_enabled
-    raise Pundit::NotAuthorizedError unless Current.account.feature_enabled?('custom_roles')
-  end
 end

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

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::SlaPoliciesController < Api::V1::Accounts::EnterpriseAccountsController
-  before_action :ensure_sla_feature_enabled
   before_action :fetch_sla, only: [:show, :update, :destroy]
   before_action :check_authorization
 
@@ -30,8 +29,4 @@ class Api::V1::Accounts::SlaPoliciesController < Api::V1::Accounts::EnterpriseAc
   def fetch_sla
     @sla_policy = Current.account.sla_policies.find_by(id: params[:id])
   end
-
-  def ensure_sla_feature_enabled
-    raise Pundit::NotAuthorizedError unless Current.account.feature_enabled?('sla')
-  end
 end

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

@@ -1,8 +1,6 @@
 module Enterprise::Api::V1::Accounts::AgentsController
   def create
     super
-    return if @agent.blank?
-
     associate_agent_with_custom_role
   end
 
@@ -14,9 +12,6 @@ module Enterprise::Api::V1::Accounts::AgentsController
   private
 
   def associate_agent_with_custom_role
-    # Custom roles are a premium feature; ignore custom_role_id assignment when the feature is disabled.
-    return unless Current.account.feature_enabled?('custom_roles')
-
     @agent.current_account_user.update!(custom_role_id: params[:custom_role_id])
   end
 end

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

@@ -16,9 +16,6 @@ module Enterprise::Api::V1::Accounts::ConversationsController
   end
 
   def permitted_update_params
-    # SLA is a premium feature; only accept sla_policy_id assignment when it is enabled for the account.
-    return super unless Current.account.feature_enabled?('sla')
-
     super.merge(params.permit(:sla_policy_id))
   end
 

enterprise/app/policies/captain/assistant_policy.rb

@@ -7,11 +7,7 @@ class Captain::AssistantPolicy < ApplicationPolicy
     true
   end
 
-  def metrics?
-    true
-  end
-
-  def faq_stats?
+  def stats?
     true
   end
 

enterprise/app/services/enterprise/action_service.rb

@@ -1,8 +1,6 @@
 module Enterprise::ActionService
   def add_sla(sla_policy_id)
     return if sla_policy_id.blank?
-    # SLA is a premium feature; automation rules must not keep applying SLAs once it is disabled.
-    return unless @account.feature_enabled?('sla')
 
     sla_policy = @account.sla_policies.find_by(id: sla_policy_id.first)
     return if sla_policy.nil?

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

@@ -50,14 +50,7 @@ module Enterprise::MessageTemplates::HookExecutionService
   end
 
   def should_process_captain_response?
-    conversation.pending? && message.incoming? && inbox.captain_assistant.present? && captain_feature_enabled?
-  end
-
-  # Captain is a premium feature; stop the runtime responder when it has been revoked, even if an
-  # assistant is still linked to the inbox.
-  def captain_feature_enabled?
-    account = conversation.account
-    account.feature_enabled?('captain_integration') || account.feature_enabled?('captain_integration_v2')
+    conversation.pending? && message.incoming? && inbox.captain_assistant.present?
   end
 
   def perform_handoff
@@ -82,9 +75,7 @@ module Enterprise::MessageTemplates::HookExecutionService
     ::MessageTemplates::Template::OutOfOffice.perform_if_applicable(conversation)
   end
 
-  # Only let Captain suppress the fallback templates when it can actually reply; otherwise a revoked
-  # feature would leave the contact with neither a Captain response nor a greeting/OOO/email-collect.
   def captain_handling_conversation?
-    conversation.pending? && inbox.respond_to?(:captain_assistant) && inbox.captain_assistant.present? && captain_feature_enabled?
+    conversation.pending? && inbox.respond_to?(:captain_assistant) && inbox.captain_assistant.present?
   end
 end

package.json

@@ -34,7 +34,7 @@
     "@amplitude/analytics-browser": "^2.11.10",
     "@breezystack/lamejs": "^1.2.7",
     "@chatwoot/ninja-keys": "1.2.3",
-    "@chatwoot/prosemirror-schema": "1.3.23",
+    "@chatwoot/prosemirror-schema": "1.3.22",
     "@chatwoot/utils": "^0.0.56",
     "@formkit/core": "^1.7.2",
     "@formkit/vue": "^1.7.2",
@@ -86,6 +86,9 @@
     "mitt": "^3.0.1",
     "opus-recorder": "^8.0.5",
     "pinia": "^3.0.4",
+    "prosemirror-commands": "^1.7.1",
+    "prosemirror-inputrules": "^1.4.0",
+    "prosemirror-schema-list": "^1.5.1",
     "qrcode": "^1.5.4",
     "semver": "7.6.3",
     "snakecase-keys": "^8.0.1",

pnpm-lock.yaml

@@ -25,8 +25,8 @@ importers:
         specifier: 1.2.3
         version: 1.2.3
       '@chatwoot/prosemirror-schema':
-        specifier: 1.3.23
-        version: 1.3.23
+        specifier: 1.3.22
+        version: 1.3.22
       '@chatwoot/utils':
         specifier: ^0.0.56
         version: 0.0.56
@@ -180,6 +180,15 @@ importers:
       pinia:
         specifier: ^3.0.4
         version: 3.0.4(typescript@5.6.2)(vue@3.5.12(typescript@5.6.2))
+      prosemirror-commands:
+        specifier: ^1.7.1
+        version: 1.7.1
+      prosemirror-inputrules:
+        specifier: ^1.4.0
+        version: 1.4.0
+      prosemirror-schema-list:
+        specifier: ^1.5.1
+        version: 1.5.1
       qrcode:
         specifier: ^1.5.4
         version: 1.5.4
@@ -452,8 +461,8 @@ packages:
   '@chatwoot/ninja-keys@1.2.3':
     resolution: {integrity: sha512-xM8d9P5ikDMZm2WbaCTk/TW5HFauylrU3cJ75fq5je6ixKwyhl/0kZbVN/vbbZN4+AUX/OaSIn6IJbtCgIF67g==}
 
-  '@chatwoot/prosemirror-schema@1.3.23':
-    resolution: {integrity: sha512-jGxbWELCdlVI64BJiE1wT84ekJHYDXXKiluQIKT3aKPEjPwMR48umKF3A0yHjKoR7IIxCC9oM77TvXOA0ebLtw==}
+  '@chatwoot/prosemirror-schema@1.3.22':
+    resolution: {integrity: sha512-0r+PT8xhQLCKCpoV9k9XVTTRECs/0Nr37wbcLsRS7yvc7WkF9FY05z2hGCRJReWmTOcmmshHtb042LVP+MyB/w==}
 
   '@chatwoot/utils@0.0.56':
     resolution: {integrity: sha512-A6dmPLfTSrW4qYNY73btyi4PqpfzcXRSaucscZTQdzNqF6G/QUdgnBmHtho8HeiYby/kSHXaSxLJj+0dx3yEQQ==}
@@ -3992,6 +4001,9 @@ packages:
   prosemirror-tables@1.5.0:
     resolution: {integrity: sha512-VMx4zlYWm7aBlZ5xtfJHpqa3Xgu3b7srV54fXYnXgsAcIGRqKSrhiK3f89omzzgaAgAtDOV4ImXnLKhVfheVNQ==}
 
+  prosemirror-transform@1.10.0:
+    resolution: {integrity: sha512-9UOgFSgN6Gj2ekQH5CTDJ8Rp/fnKR2IkYfGdzzp5zQMFsS4zDllLVx/+jGcX86YlACpG7UR5fwAXiWzxqWtBTg==}
+
   prosemirror-transform@1.12.0:
     resolution: {integrity: sha512-GxboyN4AMIsoHNtz5uf2r2Ru551i5hWeCMD6E2Ib4Eogqoub0NflniaBPVQ4MrGE5yZ8JV9tUHg9qcZTTrcN4w==}
 
@@ -5124,7 +5136,7 @@ snapshots:
       hotkeys-js: 3.8.7
       lit: 2.2.6
 
-  '@chatwoot/prosemirror-schema@1.3.23':
+  '@chatwoot/prosemirror-schema@1.3.22':
     dependencies:
       markdown-it-sup: 2.0.0
       prosemirror-commands: 1.7.1
@@ -9023,7 +9035,7 @@ snapshots:
     dependencies:
       prosemirror-model: 1.22.3
       prosemirror-state: 1.4.3
-      prosemirror-transform: 1.12.0
+      prosemirror-transform: 1.10.0
 
   prosemirror-state@1.4.3:
     dependencies:
@@ -9039,6 +9051,10 @@ snapshots:
       prosemirror-transform: 1.12.0
       prosemirror-view: 1.34.1
 
+  prosemirror-transform@1.10.0:
+    dependencies:
+      prosemirror-model: 1.22.3
+
   prosemirror-transform@1.12.0:
     dependencies:
       prosemirror-model: 1.22.3

spec/builders/agent_builder_spec.rb

@@ -23,12 +23,6 @@ RSpec.describe AgentBuilder, type: :model do
   end
 
   describe '#perform' do
-    it 'locks the account while checking and creating the agent' do
-      expect(account).to receive(:with_lock).and_call_original
-
-      agent_builder.perform
-    end
-
     context 'when user does not exist' do
       it 'creates a new user' do
         expect { agent_builder.perform }.to change(User, :count).by(1)
@@ -73,17 +67,5 @@ RSpec.describe AgentBuilder, type: :model do
         expect(user.encrypted_password).not_to be_empty
       end
     end
-
-    context 'when the account has reached its agent limit' do
-      before do
-        allow(account).to receive(:usage_limits).and_return({ agents: account.account_users.count })
-      end
-
-      it 'raises a limit exceeded error without creating a user' do
-        expect { agent_builder.perform }.to raise_error(described_class::LimitExceededError, described_class::LIMIT_EXCEEDED_MESSAGE)
-
-        expect(User.from_email(email)).to be_nil
-      end
-    end
   end
 end

spec/controllers/api/v1/accounts/integrations/linear_controller_spec.rb

@@ -13,9 +13,7 @@ RSpec.describe 'Linear Integration API', type: :request do
   end
 
   describe 'DELETE /api/v1/accounts/:account_id/integrations/linear' do
-    let(:admin) { create(:user, account: account, role: :administrator) }
-
-    it 'deletes the linear integration when the user is an administrator' do
+    it 'deletes the linear integration' do
       # Stub the HTTP call to Linear's revoke endpoint
       allow(HTTParty).to receive(:post).with(
         'https://api.linear.app/oauth/revoke',
@@ -23,19 +21,11 @@ RSpec.describe 'Linear Integration API', type: :request do
       ).and_return(instance_double(HTTParty::Response, success?: true))
 
       delete "/api/v1/accounts/#{account.id}/integrations/linear",
-             headers: admin.create_new_auth_token,
+             headers: agent.create_new_auth_token,
              as: :json
       expect(response).to have_http_status(:ok)
       expect(account.hooks.count).to eq(0)
     end
-
-    it 'returns unauthorized for an agent and keeps the integration' do
-      delete "/api/v1/accounts/#{account.id}/integrations/linear",
-             headers: agent.create_new_auth_token,
-             as: :json
-      expect(response).to have_http_status(:unauthorized)
-      expect(account.hooks.count).to eq(1)
-    end
   end
 
   describe 'GET /api/v1/accounts/:account_id/integrations/linear/teams' do

spec/controllers/api/v1/accounts/integrations/shopify_controller_spec.rb

@@ -159,33 +159,19 @@ RSpec.describe 'Shopify Integration API', type: :request do
   end
 
   describe 'DELETE /api/v1/accounts/:account_id/integrations/shopify' do
-    let(:admin) { create(:user, account: account, role: :administrator) }
-
     before do
       create(:integrations_hook, :shopify, account: account)
     end
 
-    context 'when it is an administrator' do
+    context 'when it is an authenticated user' do
       it 'deletes the shopify integration' do
-        expect do
-          delete "/api/v1/accounts/#{account.id}/integrations/shopify",
-                 headers: admin.create_new_auth_token,
-                 as: :json
-        end.to change { account.hooks.count }.by(-1)
-
-        expect(response).to have_http_status(:ok)
-      end
-    end
-
-    context 'when it is an agent' do
-      it 'returns unauthorized and keeps the integration' do
         expect do
           delete "/api/v1/accounts/#{account.id}/integrations/shopify",
                  headers: agent.create_new_auth_token,
                  as: :json
-        end.not_to(change { account.hooks.count })
+        end.to change { account.hooks.count }.by(-1)
 
-        expect(response).to have_http_status(:unauthorized)
+        expect(response).to have_http_status(:ok)
       end
     end
 

spec/enterprise/builders/captain/assistant_stats_builder_spec.rb

@@ -27,7 +27,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
 
       expect(metrics.keys).to contain_exactly(
         :conversations_handled, :auto_resolution_rate, :handoff_rate,
-        :hours_saved, :reopen_rate, :conversation_depth
+        :hours_saved, :reopen_rate, :conversation_depth, :knowledge
       )
       expect(metrics[:conversations_handled]).to include(:current, :previous, :trend)
     end
@@ -229,7 +229,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
     end
   end
 
-  describe '#faq_stats' do
+  describe '#metrics knowledge' do
     before do
       create_list(:captain_assistant_response, 3, assistant: assistant, account: account, status: :approved)
       create(:captain_assistant_response, assistant: assistant, account: account, status: :pending)
@@ -237,7 +237,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
     end
 
     it 'returns approved, pending, document counts and coverage' do
-      knowledge = described_class.new(assistant).faq_stats
+      knowledge = described_class.new(assistant, '30').metrics[:knowledge]
 
       expect(knowledge).to eq(approved: 3, pending: 1, documents: 2, coverage: 75)
     end
@@ -245,7 +245,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
     it 'reports zero coverage when there are no responses' do
       Captain::AssistantResponse.where(assistant: assistant).delete_all
 
-      knowledge = described_class.new(assistant).faq_stats
+      knowledge = described_class.new(assistant, '30').metrics[:knowledge]
 
       expect(knowledge[:coverage]).to eq(0)
     end

spec/enterprise/controllers/api/v1/accounts/agents_controller_spec.rb

@@ -21,27 +21,6 @@ RSpec.describe 'Agents API', type: :request do
         expect(response).to have_http_status(:payment_required)
         expect(response.body).to include('Account limit exceeded. Please purchase more licenses')
       end
-
-      it 'prevents adding an agent if the last seat is consumed before creation' do
-        account.update!(limits: { agents: account.account_users.count + 1 })
-        competing_agent_created = false
-
-        allow(AgentBuilder).to receive(:new).and_wrap_original do |method, *args|
-          unless competing_agent_created
-            create(:user, account: account, role: :agent)
-            competing_agent_created = true
-          end
-
-          method.call(*args)
-        end
-
-        post "/api/v1/accounts/#{account.id}/agents", params: params, headers: admin.create_new_auth_token, as: :json
-
-        expect(response).to have_http_status(:payment_required)
-        expect(response.body).to include('Account limit exceeded. Please purchase more licenses')
-        expect(User.from_email(params[:email])).to be_nil
-        expect(account.account_users.count).to eq(account.usage_limits[:agents])
-      end
     end
   end
 

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

@@ -9,8 +9,6 @@ RSpec.describe 'Api::V1::Accounts::Captain::AssistantResponses', type: :request
   let(:another_assistant) { create(:captain_assistant, account: account) }
   let(:another_document) { create(:captain_document, account: account, assistant: assistant) }
 
-  before { account.enable_features!('captain_integration') }
-
   def json_response
     JSON.parse(response.body, symbolize_names: true)
   end

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

@@ -5,8 +5,6 @@ RSpec.describe 'Api::V1::Accounts::Captain::Assistants', type: :request do
   let(:admin) { create(:user, account: account, role: :administrator) }
   let(:agent) { create(:user, account: account, role: :agent) }
 
-  before { account.enable_features!('captain_integration') }
-
   def json_response
     JSON.parse(response.body, symbolize_names: true)
   end

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

@@ -24,8 +24,6 @@ RSpec.describe 'Api::V1::Accounts::Captain::BulkActions', type: :request do
     )
   end
 
-  before { account.enable_features!('captain_integration') }
-
   def json_response
     JSON.parse(response.body, symbolize_names: true)
   end

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

@@ -6,8 +6,6 @@ RSpec.describe 'Api::V1::Accounts::Captain::CopilotMessagesController', type: :r
   let(:copilot_thread) { create(:captain_copilot_thread, account: account, user: user) }
   let!(:copilot_message) { create(:captain_copilot_message, copilot_thread: copilot_thread, account: account) }
 
-  before { account.enable_features!('captain_integration') }
-
   describe 'GET /api/v1/accounts/{account.id}/captain/copilot_threads/{thread.id}/copilot_messages' do
     context 'when it is an authenticated user' do
       it 'returns all messages' do

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

@@ -6,8 +6,6 @@ RSpec.describe 'Api::V1::Accounts::Captain::CopilotThreads', type: :request do
   let(:agent) { create(:user, account: account, role: :agent) }
   let(:conversation) { create(:conversation, account: account) }
 
-  before { account.enable_features!('captain_integration') }
-
   def json_response
     JSON.parse(response.body, symbolize_names: true)
   end

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

@@ -13,8 +13,6 @@ RSpec.describe 'Api::V1::Accounts::Captain::Documents', type: :request do
     }.with_indifferent_access
   end
 
-  before { account.enable_features!('captain_integration') }
-
   def json_response
     JSON.parse(response.body, symbolize_names: true)
   end

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

@@ -9,8 +9,6 @@ RSpec.describe 'Api::V1::Accounts::Captain::Inboxes', type: :request do
   let(:admin) { create(:user, account: account, role: :administrator) }
   let(:agent) { create(:user, account: account, role: :agent) }
 
-  before { account.enable_features!('captain_integration') }
-
   def json_response
     JSON.parse(response.body, symbolize_names: true)
   end

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

@@ -6,8 +6,6 @@ RSpec.describe 'Api::V1::Accounts::Captain::Scenarios', type: :request do
   let(:agent) { create(:user, account: account, role: :agent) }
   let(:assistant) { create(:captain_assistant, account: account) }
 
-  before { account.enable_features!('captain_integration_v2') }
-
   def json_response
     JSON.parse(response.body, symbolize_names: true)
   end

spec/enterprise/controllers/api/v1/accounts/custom_roles_controller_spec.rb

@@ -6,8 +6,6 @@ RSpec.describe 'Custom Roles API', type: :request do
   let!(:agent) { create(:user, account: account, role: :agent) }
   let!(:custom_role) { create(:custom_role, account: account, name: 'Manager') }
 
-  before { account.enable_features!('custom_roles') }
-
   describe 'GET #index' do
     context 'when it is an authenticated administrator' do
       it 'returns all custom roles in the account' do

spec/enterprise/controllers/api/v1/accounts/sla_policies_controller_spec.rb

@@ -6,7 +6,6 @@ RSpec.describe 'Enterprise SLA API', type: :request do
   let(:agent) { create(:user, account: account, role: :agent) }
 
   before do
-    account.enable_features!('sla')
     create(:sla_policy, account: account, name: 'SLA 1')
   end
 

spec/enterprise/controllers/enterprise/api/v1/accounts/agents_controller_spec.rb

@@ -5,8 +5,6 @@ RSpec.describe 'Enterprise Agents API', type: :request do
   let(:admin) { create(:user, account: account, role: :administrator) }
   let!(:custom_role) { create(:custom_role, account: account) }
 
-  before { account.enable_features!('custom_roles') }
-
   describe 'POST /api/v1/accounts/{account.id}/agents' do
     let(:params) { { email: 'test@example.com', name: 'Test User', role: 'agent', custom_role_id: custom_role.id } }
 

spec/enterprise/controllers/enterprise/api/v1/accounts/conversations_controller_spec.rb

@@ -13,7 +13,6 @@ RSpec.describe 'Enterprise Conversations API', type: :request do
       let(:agent) { create(:user, account: account, role: :agent) }
 
       before do
-        account.enable_features!('sla')
         create(:inbox_member, user: agent, inbox: conversation.inbox)
       end
 

spec/enterprise/policies/captain/assistant_policy_spec.rb

@@ -12,7 +12,7 @@ RSpec.describe Captain::AssistantPolicy, type: :policy do
   let(:administrator_context) { { user: administrator, account: account, account_user: account.account_users.first } }
   let(:agent_context) { { user: agent, account: account, account_user: account.account_users.first } }
 
-  permissions :index?, :show?, :playground?, :metrics?, :faq_stats? do
+  permissions :index?, :show?, :playground? do
     context 'when administrator' do
       it { expect(assistant_policy).to permit(administrator_context, assistant) }
     end

spec/enterprise/services/enterprise/action_service_spec.rb

@@ -8,8 +8,6 @@ describe ActionService do
     let(:conversation) { create(:conversation, account: account) }
     let(:action_service) { described_class.new(conversation) }
 
-    before { account.enable_features!('sla') }
-
     context 'when sla_policy_id is present' do
       it 'adds the sla policy to the conversation and create applied_sla entry' do
         action_service.add_sla([sla_policy.id])

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

@@ -8,7 +8,6 @@ RSpec.describe MessageTemplates::HookExecutionService do
   let(:assistant) { create(:captain_assistant, account: account) }
 
   before do
-    account.enable_features!('captain_integration')
     create(:captain_inbox, captain_assistant: assistant, inbox: inbox)
   end
 
@@ -203,29 +202,6 @@ RSpec.describe MessageTemplates::HookExecutionService do
     end
   end
 
-  context 'when the Captain feature is disabled but an assistant is still linked' do
-    before do
-      account.disable_features!('captain_integration', 'captain_integration_v2')
-      conversation.update!(status: :pending)
-    end
-
-    it 'does not schedule captain response job' do
-      expect(Captain::Conversation::ResponseBuilderJob).not_to receive(:perform_later)
-
-      create(:message, conversation: conversation, message_type: :incoming, account: account)
-    end
-
-    it 'falls back to the greeting message instead of leaving the contact without a reply' do
-      inbox.update!(greeting_enabled: true, greeting_message: 'Hello! How can we help you?', enable_email_collect: false)
-
-      expect do
-        create(:message, conversation: conversation, message_type: :incoming, account: account)
-      end.to change { conversation.reload.messages.template.count }.by(1)
-
-      expect(conversation.reload.messages.template.last.content).to eq('Hello! How can we help you?')
-    end
-  end
-
   context 'when Captain is not configured' do
     before do
       CaptainInbox.where(inbox: inbox).destroy_all