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 support for an assistant filter on the documents page.
- Moved the existing assistant filter functionality to a standalone, reusable component.
- Updated the documents page and responses page to use the component
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"
/>
Previously, the Reports API fetched data based on event triggers. For
example, when an event occurred on an account, the system would
automatically retrieve and display updated information. However, this
approach was designed under the assumption that reports would be
accessed by a small number of users and on an infrequent basis (e.g.,
once daily or weekly).
In scenarios where large customers have multiple team members actively
monitoring reports, this event-driven approach led to an excessive
number of requests, significantly straining the system.
This PR introduces a interval-based fetching of reports instead of the
event-driven model.
# Pull Request Template
## Description
Multiple versions of postgres were getting installed, conflicting with
the `pgvector` extension being installed. This PR sets the version to
`16` for all postgres dependencies ensuring a single version is
installed.
## Type of change
Please delete options that are not relevant.
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
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>
Starting v4.0, pgvector support is mandatory. This PR adds pgvector
support for new docker installations.
- Switch to postgres images with pgvector support
- Change the default postgres version from `12` to `16`
Starting v4.0, pgvector support is mandatory. This PR adds pgvector
support for new/existing Linux installations via cwctl.
- Install `pgvector` for new deployments via cwctl
- Show a warning before upgrading to 4.0 or above for existing
installations. The user is expected to install `pgvector` based on their
version of self-hosted Postgres or managed Postgres.
This PR addresses an issue where mention_notification was being
overwritten by assigned_conversation_new_message notifications.
Similarly, participating_conversation_new_message was taking priority
over assigned_conversation_new_message.
The fix ensures that additional notifications are not created in these
scenarios by establishing a priority order for notifications as follows:
1. mention_notification
2. assigned_conversation_new_message
3. participating_conversation_new_message
This change maintains consistency and prevents redundant notifications.
----
Note: In the older implementation of notifications in Chatwoot,
notification objects were created only if the user had subscribed to a
specific notification type. With the new inbox_view model, we are
changing this approach to create notification objects in all cases. This
PR updates the services to remove reliance on notification preferences,
simplifying the logic.
----
Caveat: Since we don’t create extra notifications for new messages if a
mention_notification already exists, a user subscribed to
new_message_notification push/email notifications but not to
mention_notification will not receive notifications in these cases.
- Prevents notifications from being created for conversations or actions
involving blocked contacts.
- The exception is the conversation_mention notification type, which
will still be created when applicable.
This PR has the following fixes
1. Remove leading `:` in inbox view push message content
2. Styles for block quotes in text
3. Better condition for checking bot message
4. Use dompurify
- Throttle reports API requests at the account level
- Throttle reports API requests at the user level for dashboard users as
well as API users
Co-authored-by: Sojan Jose <sojan@pepalo.com>
# Pull Request Template
## Description
Changed to make use of nullish coalescing operator to only short circuit
in cases when the `metric` variable is not zero. This change also begs
the question as to whether the `stringToFloat` test function should
exist - to me it seems interesting to have test code embedded into
production code for the frontend?
Fixes#10640
## Type of change
Please delete options that are not relevant.
- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update
## How Has This Been Tested?
Tested by opening the report overview page and reviewing that this shows
`---` for agents with no conversations assigned to them.
## 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
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
We observed some rare instances on prod where a contact inbox was
getting deleted during the contact merge action. the potential suspect
is contact inbox objects already loaded into the memory getting cleared
through the destroy association job. Reloading the object to avoid this
case !!!
This PR has fixes for the following issues
- Inconsistent spacing between meta and text in text bubble
- Activity bubble overflows for longer text (for now I have truncated
it, I'll work with @absurdiya on a better solution)
- Ugly lookinh gradient for expand button on email bubble
- Email bubble overflow issues and text rendering issues
- Alignment for error message
- Minute-wise grouping not working
- Link color should not be blue
- Use `gray-3` for bubble background instead of `gray-4`
Following https://github.com/chatwoot/chatwoot/pull/10604, this PR
introduces similar reporting features for Agents and Teams.
Updates in this PR:
- Added additional methods to the base class to avoid repetition.
- Improve reporting for Teams and Agents to include resolution count.
The Inbox Overview section is being updated to offer a more detailed
report, showing an overall view of the account grouped by inboxes. To
view detailed reports and access specific graphs for individual inboxes,
click on the inbox name to navigate to its dedicated report page.
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
