feat: Conversation workflows(EE) (#13040)
We are expanding Chatwoot’s automation capabilities by introducing **Conversation Workflows**, a dedicated section in settings where teams can configure rules that govern how conversations are closed and what information agents must fill before resolving. This feature helps teams enforce data consistency, collect structured resolution information, and ensure downstream reporting is accurate. Instead of having auto‑resolution buried inside Account Settings, we introduced a new sidebar item: - Auto‑resolve conversations (existing behaviour) - Required attributes on resolution (new) This groups all conversation‑closing logic into a single place. #### Required Attributes on Resolve Admins can now pick which custom conversation attributes must be filled before an agent can resolve a conversation. **How it works** - Admin selects one or more attributes from the list of existing conversation level custom attributes. - These selected attributes become mandatory during resolution. - List all the attributes configured via Required Attributes (Text, Number, Link, Date, List, Checkbox) - When an agent clicks Resolve Conversation: If attributes already have values → the conversation resolves normally. If attributes are missing → a modal appears prompting the agent to fill them. <img width="1554" height="1282" alt="CleanShot 2025-12-10 at 11 42 23@2x" src="https://github.com/user-attachments/assets/4cd5d6e1-abe8-4999-accd-d4a08913b373" /> #### Custom Attributes Integration On the Custom Attributes page, we will surfaced indicators showing how each attribute is being used. Each attribute will show badges such as: - Resolution → used in the required‑on‑resolve workflow - Pre‑chat form → already existing <img width="2390" height="1822" alt="CleanShot 2025-12-10 at 11 43 42@2x" src="https://github.com/user-attachments/assets/b92a6eb7-7f6c-40e6-bf23-6a5310f2d9c5" /> #### Admin Flow - Navigate to Settings → Conversation Workflows. - Under Required attributes on resolve, click Add Required Attribute. - Pick from the dropdown list of conversation attributes. - Save changes. Agents will now be prompted automatically whenever they resolve. <img width="2434" height="872" alt="CleanShot 2025-12-10 at 11 44 42@2x" src="https://github.com/user-attachments/assets/632fc0e5-767c-4a1c-8cf4-ffe3d058d319" /> #### NOTES - The Required Attributes on Resolve modal should only appear when values are missing. - Required attributes must block the resolution action until satisfied. - Bulk‑resolve actions should follow the same rules — any conversation missing attributes cannot be bulk‑resolved, rest will be resolved, show a notification that the resolution cannot be done. - API resolution does not respect the attributes. --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Pranav <pranav@chatwoot.com>
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@@ -63,6 +63,10 @@
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},
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"ENABLE_REGEX": {
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"LABEL": "Enable regex validation"
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},
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"BADGES": {
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"PRE_CHAT": "Pre-chat",
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"RESOLUTION": "Resolution"
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}
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},
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"API": {
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@@ -22,6 +22,10 @@
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"UPDATE_SUCCESFUL": "Conversation status updated successfully.",
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"UPDATE_FAILED": "Failed to update conversations. Please try again."
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},
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"RESOLVE": {
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"ALL_MISSING_ATTRIBUTES": "Cannot resolve conversations due to missing required attributes",
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"PARTIAL_SUCCESS": "Some conversations need required attributes before resolving and were skipped"
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},
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"LABELS": {
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"ASSIGN_LABELS": "Assign labels",
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"NO_LABELS_FOUND": "No labels found",
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@@ -11,5 +11,9 @@
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"ACCEPT": "Accept",
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"DISCARD": "Discard",
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"PREFERRED": "Preferred"
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},
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"CHOICE_TOGGLE": {
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"YES": "Yes",
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"NO": "No"
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}
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}
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@@ -379,7 +379,8 @@
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},
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"DOCS": "Read docs",
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"SECURITY": "Security",
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"CAPTAIN_AI": "Captain"
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"CAPTAIN_AI": "Captain",
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"CONVERSATION_WORKFLOW": "Conversation Workflow"
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},
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"CAPTAIN_SETTINGS": {
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"TITLE": "Captain Settings",
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@@ -555,6 +556,58 @@
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}
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}
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},
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"CONVERSATION_WORKFLOW": {
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"INDEX": {
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"HEADER": {
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"TITLE": "Conversation Workflows",
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"DESCRIPTION": "Configure rules and required fields for conversation resolution."
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}
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},
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"REQUIRED_ATTRIBUTES": {
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"TITLE": "Attributes required on resolution",
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"DESCRIPTION": "When resolving a conversation, agents will be prompted to fill these attributes if they haven't yet.",
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"NO_ATTRIBUTES": "No attributes added yet",
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"ADD": {
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"TITLE": "Add Attributes",
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"SEARCH_PLACEHOLDER": "Search attributes"
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},
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"SAVE": {
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"SUCCESS": "Required attributes updated",
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"ERROR": "Could not update required attributes, please try again"
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},
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"MODAL": {
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"TITLE": "Resolve conversation",
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"DESCRIPTION": "Please fill in the following custom attributes before resolving this conversation",
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"ACTIONS": {
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"RESOLVE": "Resolve conversation",
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"CANCEL": "Cancel"
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},
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"PLACEHOLDERS": {
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"TEXT": "Write a note...",
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"NUMBER": "Enter a number",
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"LINK": "Add a link",
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"DATE": "Pick a date",
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"LIST": "Select an option"
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},
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"CHECKBOX": {
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"YES": "Yes",
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"NO": "No"
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}
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},
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"PAYWALL": {
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"TITLE": "Upgrade to use required attributes",
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"AVAILABLE_ON": "The required conversation attributes feature is available on the Business and Enterprise plans.",
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"UPGRADE_PROMPT": "Upgrade your plan to prompt agents to fill required attributes before conversation resolution.",
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"UPGRADE_NOW": "Upgrade now",
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"CANCEL_ANYTIME": "You can change or cancel your plan anytime"
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},
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"ENTERPRISE_PAYWALL": {
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"AVAILABLE_ON": "The required conversation attributes feature is available on the paid plans.",
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"UPGRADE_PROMPT": "Upgrade to a paid plan to enforce required attributes before conversation resolution.",
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"ASK_ADMIN": "Please reach out to your administrator for the upgrade."
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}
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}
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},
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"CREATE_ACCOUNT": {
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"NO_ACCOUNT_WARNING": "Uh oh! We could not find any Chatwoot accounts. Please create a new account to continue.",
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"NEW_ACCOUNT": "New Account",
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