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.
---
## 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>
# Pull Request Template
## Description
This PR will reset the recorder and clear attachments when switching
chats. It ensures that any ongoing recordings or attached files do not
persist across different conversations
Fixes
https://linear.app/chatwoot/issue/CW-4157/recorded-audio-is-being-preserved-between-conversationshttps://github.com/chatwoot/chatwoot/issues/11136
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/6d6361650794426497467d6de1b4900d?sid=d856c540-1032-4ea2-8765-8704b76e8e1d
## 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
- [ ] 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
This pull request includes significant changes to the filtering logic
for conversations in the frontend, here's a summary of the changes
This includes adding a `matchesFilters` method that evaluates a
conversation against the applied filters. It does so by first evaluating
all the conditions, and later converting the results into a JSONLogic
object that can be evaluated according to Postgres operator precedence
### Alignment Specs
To ensure the frontend and backend implementations always align, we've
added tests on both sides with same cases, for anyone fixing any
regressions found in the frontend implementation, they need to ensure
the existing tests always pass.
Test Case | JavaScript Spec | Ruby Spec | Match?
-- | -- | -- | --
**A AND B OR C** | Present | Present | Yes
Matches when all conditions are true | Present | Present | Yes
Matches when first condition is false but third is true | Present |
Present | Yes
Matches when first and second conditions are false but third is true |
Present | Present | Yes
Does not match when all conditions are false | Present | Present | Yes
**A OR B AND C** | Present | Present | Yes
Matches when first condition is true | Present | Present | Yes
Matches when second and third conditions are true | Present | Present |
Yes
**A AND B OR C AND D** | Present | Present | Yes
Matches when first two conditions are true | Present | Present | Yes
Matches when last two conditions are true | Present | Present | Yes
**Mixed Operators (A AND (B OR C) AND D)** | Present | Present | Yes
Matches when all conditions in the chain are true | Present | Present |
Yes
Does not match when the last condition is false | Present | Present |
Yes
---------
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>
This pull request includes changes to various components adding a
`skip-context-menu` class to ensure the system context menu opens
instead of the Chatwoot message one
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
This PR adds native integration with Shopify. No more dashboard apps.
The support agents can view the orders, their status and the link to the
order page on the conversation sidebar.
This PR does the following:
- Create an integration with Shopify (a new app is added in the
integrations tab)
- Option to configure it in SuperAdmin
- OAuth endpoint and the callbacks.
- Frontend component to render the orders. (We might need to cache it in
the future)
---------
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>
# Pull Request Template
## Description
This PR includes per-page support for table pagination in agent and team
overview reports.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/8c9668fe129c452986d8813a156dd3b8?sid=d637f4fe-ad0c-4f18-ad90-65e50247b3c6
## 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
- [ ] 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
# Pull Request Template
## Description
This PR includes the implementation of the new Compose Conversation form
in the conversation sidebar, replacing the old one.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/4312e20a63714eb892d7b5cd0dcda893?sid=9bd5254e-2b1f-462c-b2c1-a3048a111683
## 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
- [ ] 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
Previously, viewing translations required opening a modal, which was a
frustrating experience. This update improves the UX by displaying
translations inline.
https://www.loom.com/share/c69f4316248946208f2e56e2429063a2
A sample message with translated content (which has an option to see the
original):
<img width="313" alt="Screenshot 2025-03-12 at 6 57 49 PM"
src="https://github.com/user-attachments/assets/52434086-b57f-40e8-87b8-314c3519df4b"
/>
Right now, the translation is done based on the account locale. Some of
the future considerations.
- Add personal preference for the language (For eg: an agent can use the
software in spanish even though the company default is english), then
support translations based on personal preference.
- Add support for LLM translations (OpenAI integration)
- Add translations if Captain is enabled
- Add auto translation if the feature is turned on.
# Pull Request Template
## Description
This PR fixes the issue where the saved `order_by` value for the
conversation list is not being applied. The feature was originally added
in PR https://github.com/chatwoot/chatwoot/pull/8237 but broke after
merging the Vue 3 migration PR
https://github.com/chatwoot/chatwoot/pull/10047
Fixes
https://linear.app/chatwoot/issue/CW-4110/not-using-the-saved-sort-order-by-option-from-ui-settings
**Cause of the Issue:**
The previous implementation checked `orderBy` against the keys of the
sorting constants instead of their values. Since `orderBy` stores a
sorting value, this caused the condition to fail, leading to fallback to
the default sorting option.
**Solution:**
The fix ensures that `orderBy` is validated against the values of the
sorting constants rather than the keys. This correctly applies the saved
sorting preference, while still falling back to the default if needed.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
**Loom video**
https://www.loom.com/share/ebe8a4d3f1c041c6862334dc3b6d43a3?sid=5167feb7-eb4a-4f2c-8211-662830ba946c
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] 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
- [x] My changes generate no new warnings
- [ ] 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
This PR allows Copilot to be used without connecting the Captain assistant to an inbox. Currently, if Captain is enabled on an account, it takes over conversations and responds directly to users. This PR enables the use of Captain as a Copilot without allowing it to respond to users. Additionally, it allows using a different assistant for Copilot instead of the default Captain assistant.
The selection logic for the Copilot assistant follows this order of preference:
- If the user has selected a specific assistant, it takes first preference for Copilot.
- If the above is not available, the assistant connected to the inbox takes preference.
- If neither of the above is available, the first assistant in the account takes preference.
# Pull Request Template
## Description
Fixes
https://linear.app/chatwoot/issue/CW-4091/accessibility-improvement-support-bigger-font-size-for-the-dashboard
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### **Loom video**
https://www.loom.com/share/1ab781859fa748a5ad54aacbacd127b4?sid=a7dd9164-a6de-462f-bff7-1b25e9c55b4f
## 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
# Pull Request Template
## Description
The PR includes usability feedback fixes for the conversation card
context menu. A "Mark as Read" option has been added after "Mark as
Unread" to prevent misclicks due to shifting menu positions.
Additionally, a separator line has been introduced for better grouping
and clarity
#### **Orders**
<img width="210" alt="image"
src="https://github.com/user-attachments/assets/d7c04356-7cfb-4f43-ac55-beb4167f91e9"
/>
<img width="210" alt="image"
src="https://github.com/user-attachments/assets/593acd58-39cf-4b25-b119-03b89cb3528c"
/>
**Fixes** https://linear.app/chatwoot/issue/CW-4088/usability-feedback
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### **Loom video**
https://www.loom.com/share/59f8ad3bf4054b299bfcffc0ba24eca1?sid=98fbb67d-c3e9-4fa4-9b04-2a7cb3bf8568
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] 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
- [x] My changes generate no new warnings
- [ ] 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
This pull request includes multiple changes to the sidebar and route
metas to configure visibility of features on the dashboard.
Here's a summary of the changes
1. Added `installationTypes`, field to routes `meta`, this works along
side `permissions` and `featureFlags`
This allows us to decide weather a particular feature is accessible on a
particular type. For instance, the Billing pages should only be
available on Cloud
2. Updated `usePolicy` and `policy.vue` to use the new
`installationTypes` config
3. Updated Sidebar related components to remove `showOnlyOnCloud` to use
the new policy updates.
Testing the PR
Here's the matrix of cases:
https://docs.google.com/spreadsheets/d/15AAJntJZoyudaby77BOnRcC4435FGuT7PXbUXoTyU50/edit?usp=sharing
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
# Pull Request Template
## Description
Dyte V1 API's are soon going to be deprecated, hence making sure we
update Chatwoot before that happens
Fixes#10704
## Type of change
Please delete options that are not relevant.
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
1. Open a new or existing conversation from the inbox
2. Press the video call icon on the message composer
3. Verify that the message dialog shows up with the join video call
button
4. Verify that clicking on join call does join the call
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [ ] New and existing unit tests pass locally with my changes (Unable
to run this locally)
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
This PR introduces internal feature flags for testing purposes. These
flags will not be displayed on regular instances to prevent customer
confusion.
Additionally, a new feature flag, `contact_chatwoot_support_team`, has
been added for Chatwoot Cloud. This flag disables contact support for
third-party onboarded accounts, as support will be handled by the
original affiliate team.
Co-authored-by: Pranav <pranav@chatwoot.com>
This PR target two issues
### CC & BCC not updated correctly
When moving from one conversation to another, the store may not have the
list of all the messages. A fetch is subsequently made to get the
messages. However, this update does not trigger the `currentChat`
watcher. This PR fixes it by adding a new watcher on
`currentChat.messages`.
We also update the `setCCAndToEmailsFromLastChat` method to reset the
`cc`, `bcc` and `to` fields if the last email is not found. This ensures
that the data is not carried forward from a previous email
Fixes: https://github.com/chatwoot/chatwoot/issues/10477
### To address are not added correctly to the `CC`
If the `to` address of a previous email has multiple recipient, there
was no case to add them to the CC.
Fixes: https://github.com/chatwoot/chatwoot/issues/8925
---
Depends on: https://github.com/chatwoot/utils/pull/41
This PR updates the report pages for agents, inboxes, and teams by
replacing charts with aggregate values (under a feature flag). Users can
click on any item to view more details if needed. Most users seem to
prefer aggregate values, so this change will likely stay.
The PR also includes a few fixes:
- The summary reports now use the same logic for both the front-end and
CSV exports.
- Fixed an issue where a single quote was being added to values with
hyphens in CSV files. Now, ‘n/a’ is used when no value is available.
- Fixed a bug where the average value was calculated incorrectly when
multiple accounts were present.
These changes should make reports easier to use and more consistent.
### Agents:
<img width="1438" alt="Screenshot 2025-01-26 at 10 47 18 AM"
src="https://github.com/user-attachments/assets/bf2fcebc-6207-4701-9703-5c2110b7b8a0"
/>
### Inboxes
<img width="1438" alt="Screenshot 2025-01-26 at 10 47 10 AM"
src="https://github.com/user-attachments/assets/b83e1cf2-fd14-4e8e-8dcd-9033404a9f22"
/>
### Teams:
<img width="1436" alt="Screenshot 2025-01-26 at 10 47 01 AM"
src="https://github.com/user-attachments/assets/96b1ce07-f557-42ca-8143-546a111d6458"
/>
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
# Pull Request Template
## Description
https://github.com/chatwoot/utils/pull/38
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] 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
- [x] My changes generate no new warnings
- [ ] 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
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>
