- Add API support for creating a thread
- Add API support for creating a message
- Remove uuid from thread (no longer required, we will use existing
websocket connection to send messages)
- Update message_type to a column (user, assistant, assistant_thinking)
# Pull Request Template
## Description
This PR introduces basic customization options for the CSAT survey:
* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.
Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom videos
**Website Channel (Widget)**
https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5
**Email Channel (Survey link)**
https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
The agents can see the previous conversations with the copilot if needed
with this change. We would have to cleanup the data after a while. For
now, that is not considered.
This PR adds:
- A new model for copilot_threads (intentionally named thread instead of
conversation to avoid confusion), copilot_messages
- Add the controller to fetch previous threads and messages.
### Summary
- Converts conversation auto-resolution duration from days to minutes
for more
granular control
- Updates validation to allow values from 10 minutes (minimum) to 999
days (maximum)
- Implements smart messaging to show appropriate time units in activity
messages
### Changes
- Created migration to convert existing durations from days to minutes
(x1440)
- Updated conversation resolver to use minutes instead of days
- Added dynamic translation key selection based on duration value
- Updated related specs and documentation
- Added support for displaying durations in days, hours, or minutes
based on value
### Test plan
- Verify account validation accepts new minute-based ranges
- Confirm existing account settings are correctly migrated
- Test auto-resolution works properly with minute values
- Ensure proper time unit display in activity messages
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
- Updates ACCOUNT_LEVEL_FEATURE_DEFAULTS installation config to enable
chatwoot_v4
- Enables chatwoot_v4 for all existing accounts in batches of 100
- Clears GlobalConfig cache after update
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots
## Video
https://github.com/user-attachments/assets/3f4edbb7-b758-468c-8dd6-a9537b983f7d
---------
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
The UI displays only six articles, and this update introduces a per_page
parameter to control the number of articles returned per API call. The
value is capped between 1 and 100, with a default fallback if a lower
number is set.
This change is necessary due to high website traffic, where excessive
payloads are returned without adding value.
**Changes:**
- Add index to status, account_id, portal_id, views.
- Add per_page param in the API.
- Update the code in the frontend to fetch only 6
This PR adds service to automate account abuse detection. Currently
based on the signup name and URL, could potentially add more context
such as usage analysis, message metadata etc.
# Pull Request Template
## Description
This PR adds the ability to see the shared contact name in Telegram
channels.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
**Loom video**
https://www.loom.com/share/cd318056ad4d44d4a1fc4b5d4ad38d60?sid=26d833ae-ded9-4cf0-9af7-81eecfa37f19
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Fixes#10721
This PR addresses an issue where the data migration in the CE edition
was failing due to missing models. The change ensures that the migration
process runs only when the deployment is using the EE image.
Currently, it’s unclear whether an FAQ item is generated from a
document, derived from a conversation, or added manually.
This PR resolves the issue by providing visibility into the source of
each FAQ. Users can now see whether an FAQ was generated or manually
added and, if applicable, by whom.
- Move the document_id to a polymorphic relation (documentable).
- Updated the APIs to accommodate the change.
- Update the service to add corresponding references.
- Updated the specs.
<img width="1007" alt="Screenshot 2025-01-15 at 11 27 56 PM"
src="https://github.com/user-attachments/assets/7d58f798-19c0-4407-b3e2-748a919d14af"
/>
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
This PR introduces a review step for generated FAQs, allowing a human to
validate and approve them before use in customer interactions. While
hallucinations are minimal, this step ensures accurate and reliable FAQs
for Captain to use during LLM calls when responding to customers.
- Added a status field for the FAQ
- Allow the filter on the UI.
<img width="1072" alt="Screenshot 2025-01-15 at 6 39 26 PM"
src="https://github.com/user-attachments/assets/81dfc038-31e9-40e6-8a09-586ebc4e8384"
/>
Migration Guide: https://chwt.app/v4/migration
This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:
- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.
---------
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Fixes https://github.com/chatwoot/chatwoot/issues/9935
Fixes https://github.com/chatwoot/chatwoot/issues/8213
The articles were grouped by category, with locale being a derived
attribute from the category. If a category was deleted, the article
wouldn't appear on the dashboard. However, due to a bug, it would show
up in the uncategorized section on the public portal, leaving agents
unable to edit or update the article.
To address this issue, I've added a locale attribute directly to the
article. This attribute is automatically set from the category or the
portal's default locale if not supplied. The API parameters now use this
attribute to filter articles. As a result, the dashboard will display
articles even if they're not associated with a category, improving the
overall workflow.
**Main updates:**
- Add locale attribute to the Article model. Add db migration to back
fill the data based on the above logic.
- Add a new scope search_by_locale and use it instead of
search_by_category_locale.
- Update the ERB template to include the locale filter.
- Move from `joins` to `left_outer_joins` to include the articles with
no categories.
---------
Co-authored-by: Sojan <sojan@pepalo.com>
- Adding a new index on (account_id,created_at,message_type) based on
our performance improvement exercise. This index significantly improves
the page load speeds of messaging reports.
Based on our recent performant optimisation exercises, We have identified a better indexing strategy for conversations and contacts. The previous index on last_activity_at for conversations significantly slowed down conversation filters. Similarly, the new index on Contacts will allow the page rendering to improve for accounts with many contacts.
fixes: https://linear.app/chatwoot/issue/CW-3300/db-improvements
This allows a user to add/update a custom regex and a cue while defining custom attributes(Only applicable for type- text).
While adding/editing custom attributes, the values are validated against the attribute definition regex, and if it is incorrect, a cue message or default error message is shown and restricts invalid values from being saved.
Fixes: #6866
A support request that came to Chatwoot Cloud revealed that the job was timed prematurely. The default timeout for Sidekiq queues was set as 25 minutes in sidekiq.yml file. The cache was not created properly for the accounts with more than 100k conversations.
This change removes the cache logic in the previous migration and creates a new migration with a new job which processes conversations in batch.
In the recent Slack integration update, we made changes to how hooks are handled. Now, hooks require an additional check to be enabled. By default, new hooks are created in a disabled state, which might lead to issues with the hooks not being executed as expected.
This migration updates the status attribute of hooks to have 'enabled' as the default value, ensuring that new hooks are enabled by default and can function properly.
