feat: Add support for sending CSAT surveys via templates (Whatsapp Cloud) (#12787)
This PR enables sending CSAT surveys on WhatsApp using approved WhatsApp message templates, ensuring survey delivery even after the 24-hour session window. The system now automatically creates, updates, and monitors WhatsApp CSAT templates without manual intervention. <img width="1664" height="1792" alt="approved" src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975" /> #### Why this change Previously, WhatsApp CSAT messages failed outside the 24-hour customer window. With this update: - CSAT surveys are delivered reliably using WhatsApp templates - Template creation happens automatically in the background - Users can modify survey content and recreate templates easily - Clear UI states show template approval status #### Screens & States <details> <summary>Default — No template configured yet</summary> <img width="1662" height="1788" alt="default" src="https://github.com/user-attachments/assets/ed26d71b-cf7c-4a26-a2af-da88772c847c" /> </details> <details> <summary>Pending — Template submitted, awaiting Meta approval</summary> <img width="1658" height="1816" alt="pending" src="https://github.com/user-attachments/assets/923b789b-d91b-4364-905d-e56a2b65331a" /> </details> <details> <summary>Approved — Survey will be sent when conversation resolves</summary> <img width="1664" height="1792" alt="approved" src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975" /> </details> <details> <summary>Rejected — Template rejected by Meta</summary> <img width="1672" height="1776" alt="rejected" src="https://github.com/user-attachments/assets/f69a9b0e-be27-4e67-a993-7b8149502c4f" /> </details> <details> <summary>Not Found — Template missing in Meta Platform</summary> <img width="1660" height="1784" alt="not-exist" src="https://github.com/user-attachments/assets/a2a4b4f7-b01a-4424-8fcb-3ed84256e057" /> </details> <details> <summary>Edit Template — Delete & recreate template on change</summary> <img width="2342" height="1778" alt="edit-survey" src="https://github.com/user-attachments/assets/0f999285-0341-4226-84e9-31f0c6446924" /> </details> #### Test Cases **1. First-time CSAT setup on WhatsApp inbox** - Enable CSAT - Enter message + button text - Save - Expected: Template created automatically, UI shows pending state **2. CSAT toggle without changing text** - Existing approved template - Toggle CSAT OFF → ON (no text change) - Expected: No confirmation alert, no template recreation **3. Editing only survey rules** - Modify labels or rule conditions only - Expected: No confirmation alert, template remains unchanged **4. Template text change** - Change survey message or button text - Save - Expected: - Confirmation dialog shown - On confirm → previous template deleted, new one created - On cancel → revert to previous values **5. Language change** - Change template language (e.g., en → es) - Expected: Confirmation dialog + new template on confirm **6. Sending survey** - Template approved → always send template - Template pending → send free-form within 24 hours only - Template rejected/missing → fallback to free-form (if within window) - Outside 24 hours & no approved template → activity log only **7. Non-WhatsApp inbox** - Enable CSAT for email/web inbox - Expected: No template logic triggered Fixes https://linear.app/chatwoot/issue/CW-6188/support-for-sending-csat-surveys-via-approved-whatsapp --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com>
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@@ -808,6 +808,35 @@
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"LABEL": "Message",
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"PLACEHOLDER": "Please enter a message to show users with the form"
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},
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"BUTTON_TEXT": {
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"LABEL": "Button text",
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"PLACEHOLDER": "Please rate us"
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},
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"LANGUAGE": {
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"LABEL": "Language",
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"PLACEHOLDER": "Select template language"
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},
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"MESSAGE_PREVIEW": {
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"LABEL": "Message preview",
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"TOOLTIP": "This may vary slightly when rendered on WhatsApp's platform."
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},
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"TEMPLATE_STATUS": {
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"APPROVED": "Approved by WhatsApp",
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"PENDING": "Pending WhatsApp approval",
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"REJECTED": "Meta rejected the template",
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"DEFAULT": "Needs WhatsApp approval",
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"NOT_FOUND": "The template does not exist in the Meta platform."
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},
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"TEMPLATE_CREATION": {
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"SUCCESS_MESSAGE": "WhatsApp template created successfully and sent for approval",
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"ERROR_MESSAGE": "Failed to create WhatsApp template"
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},
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"TEMPLATE_UPDATE_DIALOG": {
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"TITLE": "Edit survey details",
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"DESCRIPTION": "We will delete the previous template and make a new one which will be sent again for WhatsApp approval",
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"CONFIRM": "Create new template",
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"CANCEL": "Go back"
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},
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"SURVEY_RULE": {
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"LABEL": "Survey rule",
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"DESCRIPTION_PREFIX": "Send the survey if the conversation",
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@@ -819,6 +848,7 @@
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"SELECT_PLACEHOLDER": "select labels"
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},
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"NOTE": "Note: CSAT surveys are sent only once per conversation",
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"WHATSAPP_NOTE": "Note: We will create a template and send it for WhatsApp approval. After being approved, surveys will be sent only once per conversation as per the survey rule.",
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"API": {
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"SUCCESS_MESSAGE": "CSAT settings updated successfully",
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"ERROR_MESSAGE": "We couldn't update CSAT settings. Please try again later."
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