feat(csat): Add WhatsApp utility template analyzer with rewrite guidance (#13575)
CSAT templates for WhatsApp are submitted as Utility, but Meta may reclassify them as Marketing based on content, which can significantly increase messaging costs. This PR introduces a Captain-powered CSAT template analyzer for WhatsApp/Twilio WhatsApp that predicts utility fit, explains likely risks, and suggests safer rewrites before submission. The flow is manual (button-triggered), Captain-gated, and applies rewrites only on explicit user action. It also updates UX copy to clearly set expectations: the system submits as Utility, Meta makes the final categorization decision. Fixes https://linear.app/chatwoot/issue/CW-6424/ai-powered-whatsapp-template-classifier-for-csat-submissions https://github.com/user-attachments/assets/8fd1d6db-2f91-447c-9771-3de271b16fd9
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@@ -1,6 +1,7 @@
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class Api::V1::Accounts::InboxCsatTemplatesController < Api::V1::Accounts::BaseController
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before_action :fetch_inbox
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before_action :validate_whatsapp_channel
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before_action :validate_captain_enabled, only: [:analyze]
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def show
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service = CsatTemplateManagementService.new(@inbox)
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@@ -24,6 +25,23 @@ class Api::V1::Accounts::InboxCsatTemplatesController < Api::V1::Accounts::BaseC
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render json: { error: 'Template parameters are required' }, status: :unprocessable_entity
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end
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def analyze
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template_params = extract_template_params
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return render_missing_message_error if template_params[:message].blank?
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result = CsatTemplateUtilityAnalysisService.new(
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account: Current.account,
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inbox: @inbox,
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message: template_params[:message],
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button_text: template_params[:button_text],
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language: template_params[:language]
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).perform
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render json: result
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rescue ActionController::ParameterMissing
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render json: { error: 'Template parameters are required' }, status: :unprocessable_entity
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end
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private
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def fetch_inbox
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@@ -46,6 +64,12 @@ class Api::V1::Accounts::InboxCsatTemplatesController < Api::V1::Accounts::BaseC
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render json: { error: 'Message is required' }, status: :unprocessable_entity
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end
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def validate_captain_enabled
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return if Current.account.feature_enabled?('captain_integration')
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render json: { error: 'Captain is required for template analysis' }, status: :forbidden
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end
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def render_template_creation_result(result)
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if result[:success]
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render_successful_template_creation(result)
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