feat: Improve CSAT responses (#11485)
# Pull Request Template ## Description This PR introduces basic customization options for the CSAT survey: * **Display Type**: Option to use star ratings instead of emojis. * **Message Text**: Customize the survey message (up to 200 characters). * **Survey Rules**: Send surveys based on labels — trigger when a conversation has or doesn't have a specific label. Fixes https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? ### Loom videos **Website Channel (Widget)** https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5 **Email Channel (Survey link)** https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757 ## 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 --------- Co-authored-by: Pranav <pranavrajs@gmail.com>
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@@ -42,7 +42,9 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
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end
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def update
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@inbox.update!(permitted_params.except(:channel))
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inbox_params = permitted_params.except(:channel, :csat_config)
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inbox_params[:csat_config] = format_csat_config(permitted_params[:csat_config]) if permitted_params[:csat_config].present?
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@inbox.update!(inbox_params)
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update_inbox_working_hours
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update_channel if channel_update_required?
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end
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@@ -121,10 +123,22 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
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@inbox.channel.save!
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end
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def format_csat_config(config)
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{
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display_type: config['display_type'] || 'emoji',
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message: config['message'] || '',
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survey_rules: {
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operator: config.dig('survey_rules', 'operator') || 'contains',
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values: config.dig('survey_rules', 'values') || []
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}
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}
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end
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def inbox_attributes
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[:name, :avatar, :greeting_enabled, :greeting_message, :enable_email_collect, :csat_survey_enabled,
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:enable_auto_assignment, :working_hours_enabled, :out_of_office_message, :timezone, :allow_messages_after_resolved,
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:lock_to_single_conversation, :portal_id, :sender_name_type, :business_name]
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:lock_to_single_conversation, :portal_id, :sender_name_type, :business_name,
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{ csat_config: [:display_type, :message, { survey_rules: [:operator, { values: [] }] }] }]
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end
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def permitted_params(channel_attributes = [])
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