81 Commits

Author SHA1 Message Date
Pranav
368d7c4608 feat: Add support for HTML emails in outgoing messages (#12662)
This PR adds sending custom HTML content in outgoing email messages
through Chatwoot's Email channels, while maintaining backward
compatibility with existing markdown rendering.

###  API Usage

**Endpoint:** `POST
/api/v1/accounts/{account_id}/conversations/{conversation_id}/messages`

```json
  {
   "content": "Fallback text content",
   "email_html_content": "<div><h1>Welcome!</h1><p>This is <strong>custom HTML</strong></p></div>"
  }
```

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
2025-10-15 13:22:23 +05:30
Shivam Mishra
ecff66146a fix: Rendering on email without html content (#12561)
<img width="983" height="579" alt="image"
src="https://github.com/user-attachments/assets/2972e8d9-5145-4958-8f66-9e84bd9c8c4b"
/>
2025-10-01 13:43:05 +05:30
Shivam Mishra
21366e1c3b feat: allow quoted email thread in reply (#12545)
This PR adds the ability to include the thread history as a quoted text

## Preview


https://github.com/user-attachments/assets/c96a85e5-8ac8-4021-86ca-57509b4eea9f
2025-09-30 17:47:09 +05:30
Muhsin Keloth
8565341682 fix: Prevent creating duplicate messages via Instagram echo events (#11535)
Fixes
https://linear.app/chatwoot/issue/CW-4383/copilot-resolution-message-creating-duplicate-conversations-due-to
and
https://linear.app/chatwoot/issue/CW-4287/instagram-channel-missing-existing-source-id-check

When the copilot/system resolves a conversation with a system resolve
message (with `lock_to_single_conversation` disabled), echo events were
creating new conversations instead of using existing ones. This occurred
because we were checking the echo_id in the new conversation rather than
in the resolved conversation. This PR fixes the issue by checking if the
message exists anywhere in the system instead of checking within a
particular conversation.
2025-05-22 11:02:28 +05:30
Muhsin Keloth
65cd0717e6 fix: Handle Instagram echo events (#11275)
This PR fixes the issue with message creation when someone sends
messages from the Instagram app instead of the Chatwoot dashboard.
2025-04-10 12:58:38 +05:30
Muhsin Keloth
d827e66453 feat: Instagram Inbox using Instagram Business Login (#11054)
This PR introduces basic minimum version of **Instagram Business
Login**, making Instagram inbox setup more straightforward by removing
the Facebook Page dependency. This update enhances user experience and
aligns with Meta’s recommended best practices.

Fixes
https://linear.app/chatwoot/issue/CW-3728/instagram-login-how-to-implement-the-changes


## Why Introduce Instagram as a Separate Inbox?


Currently, our Instagram integration requires linking an Instagram
account to a Facebook Page, making setup complex. To simplify this
process, Instagram now offers **Instagram Business Login**, which allows
users to authenticate directly with their Instagram credentials.

The **Instagram API with Instagram Login** enables businesses and
creators to send and receive messages without needing a Facebook Page
connection. While an Instagram Business or Creator account is still
required, this approach provides a more straightforward integration
process.

| **Existing Approach (Facebook Login for Business)** | **New Approach
(Instagram Business Login)** |
| --- | --- |
| Requires linking Instagram to a Facebook Page | No Facebook Page
required |
| Users log in via Facebook credentials | Users log in via Instagram
credentials |
| Configuration is more complex | Simpler setup |

Meta recommends using **Instagram Business Login** as the preferred
authentication method due to its easier configuration and improved
developer experience.

---

## Implementation Plan

The core messaging functionality is already in place, but the transition
to **Instagram Business Login** requires adjustments.

### Changes & Considerations

- **API Adjustments**: The Instagram API uses `graph.instagram`, whereas
Koala (our existing library) interacts with `graph.facebook`. We may
need to modify API calls accordingly.
- **Three Main Modules**:
  1. **Instagram Business Login** – Handle authentication flow.
2. **Permissions & Features** – Ensure necessary API scopes are granted.
  3. **Webhooks** – Enable real-time message retrieval.

![CleanShot 2025-03-10 at 21 32
28@2x](https://github.com/user-attachments/assets/1b019001-8d16-4e59-aca2-ced81e98f538)


---

## Instagram Login Flow

1. User clicks **"Create Inbox"** for Instagram.
2. App redirects to the [Instagram Authorization
URL](https://developers.facebook.com/docs/instagram-platform/instagram-api-with-instagram-login/business-login#embed-the-business-login-url).
3. After authentication, Instagram returns an authorization code.
5. The app exchanges the code for a **long-lived token** (valid for 60
days).
6. Tokens are refreshed periodically to maintain access.
7. Once completed, the app creates an inbox and redirects to the
Chatwoot dashboard.

---

## How to Test the Instagram Inbox

1. Create a new app on [Meta's Developer
Portal](https://developers.facebook.com/apps/).
2. Select **Business** as the app type and configure it.
3. Add the Instagram product and connect a business account.
4. Copy Instagram app ID and Instagram app secret
5. Add the Instagram app ID and Instagram app secret to your app config
via `{Chatwoot installation
url}/super_admin/app_config?config=instagram`
6. Configure Webhooks:
   - Callback URL: `{your_chatwoot_url}/webhooks/instagram`
   - Verify Token: `INSTAGRAM_VERIFY_TOKEN`
- Subscribe to `messages`, `messaging_seen`, and `message_reactions`
events.
7. Set up **Instagram Business Login**:
   - Redirect URL: `{your_chatwoot_url}/instagram/callback`
8. Test inbox creation via the Chatwoot dashboard.


## Troubleshooting & Common Errors

### Insufficient Developer Role Error

- Ensure the Instagram user is added as a developer:
- **Meta Dashboard → App Roles → Roles → Add People → Enter Instagram
ID**

### API Access Deactivated

- Ensure the **Privacy Policy URL** is valid and correctly set.

### Invalid request: Request parameters are invalid: Invalid
redirect_uri

- Please configure the Frontend URL. The Frontend URL does not match the
authorization URL.
---


## To-Do List

- [x] Basic integration setup completed.  
- [x] Enable sending messages via [Messaging
API](https://developers.facebook.com/docs/instagram-platform/instagram-api-with-instagram-login/messaging-api).
- [x] Implement automatic webhook subscriptions on inbox creation.  
- [x] Handle **canceled authorization errors**.  
- [x] Handle all the errors
https://developers.facebook.com/docs/instagram-platform/instagram-graph-api/reference/error-codes
- [x] Dynamically fetch **account IDs** instead of hardcoding them.  
- [x] Prevent duplicate Instagram channel creation for the same account.
- [x] Use **Global Config** instead of environment variables.  
- [x] Explore **Human Agent feature** for message handling.  
- [x] Write and refine **test cases** for all scenarios.  
- [x] Implement **token refresh mechanism** (tokens expire after 60
days).
Fixes https://github.com/chatwoot/chatwoot/issues/10440

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-04-08 10:47:41 +05:30
Sojan Jose
8e2b329202 feat: Render instagram reels in Chatwoot (#9829)
- Previously we were ignoring the reels shared over Instagram messages.
This PR will render the reels with in Chatwoot.

followup : we need to render reels in a better interface so that it is
clearly denoted to the user that its an Instagram reel
2024-07-24 12:58:12 -07:00
Jaideep Guntupalli
e21d7552d3 feat: extending lock to single conversation to meta inbox (#9104)
This change introduces the ability to lock conversations to a single thread for Instagram and facebook messages within the Meta inbox, mirroring existing functionality in WhatsApp and SMS inboxes.

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2024-04-03 21:33:23 +05:30
Shivam Mishra
6e30064421 feat: handle unsupported media on the backend (#8650)
This PR logs additional information in content_attributes of a message in case it is unsupported. This info can be used by the client to render a fresh UI
2024-01-05 13:05:00 -08:00
Shivam Mishra
6c480098f7 chore: log authentication error for FB and Instagram (#8551) 2023-12-14 16:18:23 +05:30
Hugo Castro de Deco
bf883794a4 fix: accepting external source_id (#8359)
Co-authored-by: Sojan <sojan@pepalo.com>
2023-12-13 16:21:55 +05:30
Shivam Mishra
8455186e9f feat: allow instagram reply_to [CW-2609] (#8248)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2023-10-31 17:31:12 -07:00
Shivam Mishra
b9694a0818 feat: support reply to for Telegram (#8105)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2023-10-20 13:14:20 +05:30
Shivam Mishra
62d8ec7edb feat: support reply to for incoming messages on facebook (#8076)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2023-10-13 16:33:50 +05:30
Shivam Mishra
28e7a5d228 fix: CC conditions when the last email is from someone else (#7010) 2023-06-28 20:28:44 -07:00
Tejaswini Chile
9553329092 chore: find instagram_direct_message query (#7157) 2023-05-22 16:01:31 +05:30
Tejaswini Chile
65e91f6a6f fix: Duplicate instagram conversations for echo messages (#7078) 2023-05-15 16:25:15 +05:30
Tejaswini Chile
3c2d6faf68 feat: Instagram story replies will display the original story link (#6846) 2023-04-26 15:27:07 +05:30
Jordan Brough
026e03c307 fix: Handle spaces in CC/BCC email lists (#6788)
When the CC field is generated in the UI, the email values are joined together
with ", " but when they are parsed, we currently split by just ",".

This causes an error on the backend and on the frontend.

It seems reasonable to update the code to allow whitespace in the input and to
split by `\s*,\s` and also to trim leading and trailing whitespace from the CC
list.

---------

Co-authored-by: Sojan <sojan@pepalo.com>
2023-04-18 19:18:23 +05:30
Tejaswini Chile
54b7c98795 fix: Warn Facebook error code 100-2018218 (#6632) 2023-03-09 13:51:10 +05:30
Pranav Raj S
bc96e5ed22 fix: Add defaults for the cc, bcc emails (#6405) 2023-02-06 18:12:45 -08:00
Divyansh Singh
2030c2ebd6 fix: added cc and bcc email validation to message (#6320) 2023-02-02 17:32:04 +05:30
Tejaswini Chile
7dc790a7e0 fix: Automatically remove expired story mention (#5300)
When a user mentions the connected Instagram page in a story, the story's content is downloaded in Chatwoot, then if the user deletes the story, the content persists in the platform.

fixes: #5258
2022-12-08 15:55:24 +03:00
jacsonsantospht
af020f446e fix: check the content type for the file when uploading from cloud storage (#5378)
When sending the message with audio, only the signed id of the file is sent.
In the back end check only the UploadedFile type.
The attachment has the default file type image, now it gets the content type from the signed id

Fixes: #5375

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2022-10-21 18:05:36 -07:00
Tejaswini Chile
ceaffe862a Fix: Handled IG unsupported file type (#5650)
We get 'unsupported_type' in the web-hook event only when Instagram faces issues processing the attachments. https://developers.facebook.com/docs/messenger-platform/instagram/features/webhook/ according to their document, we are handling the given types and are ignoring this one for now.

Fixes: #5428
2022-10-19 13:44:17 -07:00
Sojan Jose
e310230f62 chore: Refactor Contact Inbox Builders (#5617)
- Remove duplicate code and move everything to builders
- fixes: #4680
2022-10-13 15:12:04 -07:00
Sojan Jose
6a6a37a67b chore: Ability to Disable Gravatars (#5027)
fixes: #3853

- Introduced DISABLE_GRAVATAR Global Config, which will stop chatwoot from making API requests to gravatar
- Cleaned up avatar-related logic and centralized it into the avatarable concern
- Added specs for the missing cases
- Added migration for existing installations to move the avatar to attachment, rather than making the API that results in 404.
2022-07-21 19:27:12 +02:00
Tejaswini Chile
2f3bdbdea2 fix: Handling facebook client error for deleted story (#4984) 2022-07-07 18:02:18 +05:30
Tejaswini Chile
4375a7646e fix: Fixing message create issue for deleted instagram story (#4979) 2022-07-06 17:18:36 +05:30
Tejaswini Chile
772d92a4d3 fix: Facebook reauthorization mailer (#4695) 2022-06-07 17:50:51 +05:30
Fayaz Ahmed
bad24f97ab feat: Add support for Whatsapp template messages in the UI (#4711)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-06-07 17:33:33 +05:30
Sojan Jose
04dfb034cc chore: Upgrade Exception tracking (#4638)
- Upgrade Sentry Libraries
- Enable provision for account and user info in error tracking
- Add ChatwootExceptionTracker

fixes: #4375
2022-05-09 14:23:19 +05:30
Aswin Dev P.S
360b438a55 Fix: Campaign triggers first_response reporting event (#4607)
* Fix: Campaign triggers first_response reporting event

* fix spec failure
2022-05-09 01:34:52 -07:00
Sojan Jose
8d2b719dc1 chore: Sentry issues (#4623)
Fixes various issues reported on sentry

- Twilio channel creation validation errors
- Room Channel error with nil class
- Webhook Uri exception
2022-05-06 14:50:55 +05:30
Tejaswini Chile
2acb48bbe0 feat: Add support for conversation attribute automation conditions in message event (#4518)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-04-21 20:52:23 +05:30
Vishnu Narayanan
8155024b6a feat: fix logging levels (#4314)
https://ruby-doc.org/stdlib-2.7.0/libdoc/logger/rdoc/Logger.html

Fixes https://github.com/chatwoot/chatwoot/issues/4313
2022-03-28 18:14:30 +05:30
Tejaswini Chile
647efa12e7 fix: Attach instagram images with file type story_mentions (#4100) 2022-03-10 20:27:30 +05:30
Tejaswini Chile
94a473c9f8 chore: Delayed deploy of direct uploads (#3966)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-02-15 16:16:54 +05:30
Tejaswini Chile
69eaf3ff7f feat: Activestorage direct upload (#3768) 2022-01-27 15:57:22 +05:30
Tejaswini Chile
a0884310f4 feat: Save automation rules (#3359) 2022-01-10 12:41:59 +05:30
Tejaswini Chile
c0f5a59cf8 Bug: Instagram render template message twice (#3313) 2021-11-10 18:32:46 +05:30
Nithin David Thomas
68e697c379 feat: Support cc and bcc in email replies (#3098)
Co-authored-by: Tejaswini <tejaswini@chatwoot.com>
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-10-11 13:00:48 +05:30
Tejaswini Chile
40d0b2faf3 feat: Add Instagram Channel (#2955) 2021-10-05 14:35:32 +05:30
Sojan Jose
0c3e8b6dbd chore: Return medium in inbox APIs (#3025)
Return medium in inbox APIs
2021-09-16 16:51:06 +05:30
Sojan Jose
a14f4ede87 chore: Sidebar icons for new inboxes (#3016)
- Sidebar icons for line and telegram inboxes
- Sentry fix for contact IP lookup job
2021-09-15 18:12:56 +05:30
Sojan Jose
6fdd4a2996 chore: Security Improvements to the API (#2893)
- Devise auth tokens are reset on password update
- Avatar attachment file type is limited to jpeg,gif and png
- Avatar attachment file size is limited to 15 mb
- Widget Message attachments are limited to types ['image/png', 'image/jpeg', 'image/gif', 'image/bmp', 'image/tiff', 'application/pdf', 'audio/mpeg', 'video/mp4', 'audio/ogg', 'text/csv']
- Widget Message attachments are limited to 40Mb size limit.
2021-09-01 15:08:05 +05:30
Sojan Jose
8daf1fe033 chore: Add down gem for Local file downloads (#2765)
- Add down gem to handle downloading files to host machine
- Remove the LocalResource class
- Introduce max limit for contact avatars send via SDK
2021-08-11 16:40:28 +05:30
Sojan Jose
ab54d9c629 chore: Upgrade rails and ruby versions (#2400)
ruby version: 3.0.2
rails version: 6.1.4
2021-08-03 20:11:52 +05:30
Sojan Jose
e46aa1aa64 chore: Mark Facebook accounts for reconnection (#2405)
fixes: #2037
2021-08-01 18:15:39 +05:30
Sojan Jose
0a087c95fd chore: Message API improvements (#2396)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-06-08 01:11:06 +05:30