Commit Graph

876 Commits

Author SHA1 Message Date
Sivin Varghese
d7c10b4f2a chore: Add "Coming Soon" overlay to voice channel selector (#11835)
# Pull Request Template

###  Screenshots

**Dark**
<img width="867" alt="image"
src="https://github.com/user-attachments/assets/74f6da33-1fa1-4472-84b8-5d097f4a00e1"
/>

**Light**
<img width="867" alt="image"
src="https://github.com/user-attachments/assets/5e6d5a4c-cd95-462b-baea-ff3ac333153c"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-30 14:30:09 +05:30
Shivam Mishra
b26862e3d8 feat: notion OAuth setup (#11765)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-26 19:16:06 +05:30
Sojan Jose
b7f2c151bf feat: Voice channel creation Flow (#11775)
This PR introduces a new channel type for voice conversations.

ref: #11481 

## Changes

- Add database migration for channel_voice table with phone_number and
provider_config
- Create Channel::Voice model with E.164 phone number validation and
Twilio config validation
- Add voice channel association to Account model
- Extend inbox helpers and types to support voice channels
- Add voice channel setup UI with Twilio configuration form
- Include voice channel in channel factory and list components
- Add API routes and store actions for voice channel creation
- Add comprehensive translations for voice channel management

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-06-25 14:21:03 -07:00
Sivin Varghese
92c51a10de chore: Update captain FAQ bulk action UI (#11780) 2025-06-24 16:33:42 +05:30
Chatwoot Bot
25a0c9ed91 chore: Update translations (#11724) 2025-06-17 17:13:31 -07:00
Chatwoot Bot
c8f5633d9d chore: Update translations (#11708) 2025-06-11 18:43:15 -04:00
Chatwoot Bot
459c22054a chore: Update translations (#11702) 2025-06-11 12:12:15 -04:00
Shivam Mishra
35f06f30e7 feat: label reports overview (#11194)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-11 14:35:46 +05:30
Muhsin Keloth
4303007786 feat: Enhance Linear integration UX with multi-issue support and improved placement (#11668)
Fixes
https://linear.app/chatwoot/issue/CW-4150/support-for-multiple-issues-linking-in-linear

This PR significantly improves the Linear integration user experience by
relocating the Linear integration from the conversation header to the
contact panel and adding support for multiple issue linking per
conversation.

  ### Key Changes

- **Relocated Linear integration**: Moved from conversation header to
contact panel for better organization and accessibility
- **Multi-issue support**: Added ability to link/create multiple Linear
issues for a single conversation
- **Integration CTA**: Added a dedicated call-to-action section for
users who haven't connected their Linear account yet
  - **UI/UX improvements**: Enhanced design consistency and user flow




<details>
<summary>Screenshots</summary>

  #### Multiple Issues Support


![link-multiple-issues](https://github.com/user-attachments/assets/b56cfa7d-6f98-42db-b4bb-361ae59d0eae)

  #### Integration CTA


![link-multiple-issues](https://github.com/user-attachments/assets/a895fcbe-780a-47f8-9fa4-3a2af8b243e1)

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-10 15:40:02 -04:00
Chatwoot Bot
9b8c8a3850 chore: Update translations (#11574) 2025-06-10 10:10:52 -04:00
Pranav
8bc00f707b feat(ee): Add transcription support for audio messages (#11670)
<img width="419" alt="Screenshot 2025-06-03 at 4 25 37 PM"
src="https://github.com/user-attachments/assets/4b6ddd11-9b91-4981-a571-83746cc4d40b"
/>


Fixes https://github.com/chatwoot/chatwoot/issues/10182

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-06-05 18:29:37 -05:00
Sojan Jose
273c277d47 feat: Add conversation delete feature (#11677)
<img width="1240" alt="Screenshot 2025-06-05 at 12 39 04 AM"
src="https://github.com/user-attachments/assets/0071cd23-38c3-4638-946e-f1fbd11ec845"
/>


## Changes

Give the admins an option to delete conversation via the context menu

- enable conversation deletion in routes and controller
- expose delete API on conversations
- add delete option in conversation context menu and integrate with card
and list
- implement store action and mutation for delete
- update i18n with new strings

fixes: https://github.com/chatwoot/chatwoot/issues/947

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-05 15:53:17 -05:00
raza-ak
513d954027 feat: Show active Contacts (#8243) 2025-06-04 21:52:13 +05:30
Shivam Mishra
e9a132a923 feat: auto resolve label option and fixes (#11541)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-04 14:53:24 +05:30
Pranav
bae958334d feat: Update UI for Copilot (#11561)
- Updated UI for copilot
2025-06-02 22:02:03 -05:00
Pranav
aad6d655d5 fix: Update design to fix the crowded header (#11633)
**Before:**

<img width="907" alt="Screenshot 2025-05-29 at 3 21 00 PM"
src="https://github.com/user-attachments/assets/7738f684-7e9f-40ff-ac49-d9b389eca99b"
/>

**After:**
<img width="903" alt="Screenshot 2025-05-29 at 3 20 33 PM"
src="https://github.com/user-attachments/assets/1213d832-59d8-4d04-be96-f711297a887d"
/>
2025-05-29 18:45:28 -06:00
Sojan Jose
873cfa08d8 feat: Ability to reset api_access_token (#11565)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-05-29 14:42:13 +05:30
Pranav
23a804512a feat: Update the UI to support the change for Copilot as a universal copilot (#11618)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-29 12:35:10 +05:30
Shivam Mishra
b1120ae7fb feat: allow searching articles in omnisearch (#11558)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-28 13:50:50 +05:30
Pranav
72c5671e09 feat: Add support for the temperature field (#11554)
<img width="460" alt="Screenshot 2025-05-22 at 3 10 22 PM"
src="https://github.com/user-attachments/assets/e1c6bbd7-cd28-4808-99cb-ebc322531987"
/>


This is a stop-gap solution.
2025-05-22 23:03:10 -07:00
Pranav
1602b071db feat: Add components to show steps in the copilot thinking process (#11530)
This PR adds the components for new Copilot UI
- Added a Header component
- Added a thinking block.
- Update the outline on copilot input

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-20 21:35:29 -07:00
Sivin Varghese
4664402bf3 feat: Delete a contact from the contacts page (#11529)
# Pull Request Template

## Description


**This PR includes:**

1. Adds the ability to delete a contact from the contacts list accordion
section.
2. Improves the expand/collapse transition for the accordion.


Fixes
[CW-4375](https://linear.app/chatwoot/issue/CW-4375/allow-users-to-delete-a-contact-from-the-contacts-page)

## Type of change

- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/8c897d24737f40f6b8b29fef76ba18e2?sid=70910b9d-f3db-4d54-8bfc-820db680e537


## 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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-20 21:35:14 -07:00
Sivin Varghese
af650af489 chore: Display Agent Bot token after creation (#11488)
This PR includes:

- Displaying the Agent Bot token after creation
- Updating the avatar icon when an avatar image is not present

Fixes: https://linear.app/chatwoot/issue/CW-4337/agent-bot-token-not-visible
2025-05-20 17:35:18 -07:00
Sivin Varghese
2ee63656e2 feat: Prevent saving preferences and status when impersonating (#11164)
This PR will prevent saving user preferences and online status when impersonating. Previously, these settings could be updated during impersonation, causing the user to see a different view or UI settings.

Fixes https://linear.app/chatwoot/issue/CW-4163/impersonation-improvements
2025-05-20 17:34:30 -07:00
Chatwoot Bot
f0e8cf4ffe chore(i18n): Update translations (#11501)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 20:14:50 -07:00
Sivin Varghese
d0611cb7f2 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>
2025-05-16 14:18:52 +05:30
Chatwoot Bot
142bae5fa4 chore: Update translations (#11458) 2025-05-10 19:21:34 -07:00
Shivam Mishra
4d684da288 fix: Update the copy for excluding the unattended conversations (#11450) 2025-05-08 20:08:12 -07:00
Shivam Mishra
6766b706c1 feat: Add support for typing events in webhooks (#11423)
Added support for typing events in webhooks. Two new events are now
available: `conversation_typing_on` and `conversation_typing_off`.


<img width="746" alt="Screenshot 2025-05-08 at 4 50 24 PM"
src="https://github.com/user-attachments/assets/62da7b38-de0f-42c5-84f4-066e653da331"
/>

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-08 17:28:35 -07:00
Chatwoot Bot
823c3df27f chore: Update translations (#11432) 2025-05-08 15:45:53 -07:00
Shivam Mishra
c87b2109a9 feat: allow auto resolve waiting option (#11436) 2025-05-08 12:52:17 +05:30
Shivam Mishra
1b23310e4b fix(ux): don't disable input for auto resolve (#11428) 2025-05-07 21:17:24 +05:30
Shivam Mishra
b533980880 feat: Add support for minutes in auto resolve feature (#11269)
### Summary

- Converts conversation auto-resolution duration from days to minutes
for more
granular control
- Updates validation to allow values from 10 minutes (minimum) to 999
days (maximum)
- Implements smart messaging to show appropriate time units in activity
messages

###  Changes

- Created migration to convert existing durations from days to minutes
(x1440)
- Updated conversation resolver to use minutes instead of days
- Added dynamic translation key selection based on duration value
- Updated related specs and documentation
- Added support for displaying durations in days, hours, or minutes
based on value

###  Test plan

- Verify account validation accepts new minute-based ranges
- Confirm existing account settings are correctly migrated
- Test auto-resolution works properly with minute values
- Ensure proper time unit display in activity messages

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
Chatwoot Bot
e08436dde5 chore: Update translations (#11425) 2025-05-07 00:34:06 -07:00
Chatwoot Bot
c8daa6c1fe chore: Update translations (#11413)
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-06 13:34:27 -07:00
Pranav
cbdbf7900e fix: Update the character count for instructions (#11419)
- Increase the Captain instruction size to 20k instead of 2k
- Fix a display issue in the Captain playground and i18n issue in
Captain form.
2025-05-05 19:41:38 -07:00
Pranav
bfed849d6a fix: Fix missing translations in copilot (#11411)
This PR does the following:

- Missing translations to the i18n file.
- Test the change with Malayalam (ml) translation. 
- Fixes overflow by setting the width to 100%

_Note_: The prompt text is also set for translation. This is
intentional, there is no change in the behaviour.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-04 18:06:24 -07:00
Chatwoot Bot
55316ea0a0 chore: Update translations (#11404) 2025-05-01 16:10:29 -07:00
Chatwoot Bot
251abd02b0 chore: Update translations (#11400) 2025-04-30 15:34:11 -07:00
Pranav
fb6409508b feat: Allow customizing the responses, flows in Captain (#11385)
- Ability to provide custom instructions to captain

<img width="1107" alt="Screenshot 2025-04-28 at 6 11 43 PM"
src="https://github.com/user-attachments/assets/f94cbccc-b4d8-48fd-b6b9-55524129bc50"
/>
2025-04-29 15:42:15 -07:00
Shivam Mishra
59bae616cf feat: add UI for contact notes (#11358)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-04-29 16:08:20 +05:30
Sivin Varghese
73f768e0bf fix: Handle slug validation errors in Help Center (#11368)
# Pull Request Template

## Description

This PR fixes an issue with slug validation in the Help Center portal
settings. Previously, users were able to create or update slugs with
invalid characters such as spaces, slashes, and special symbols, which
cause help center to crash.

With this update, slug creation and updates are now properly validated.
Only slugs that match the allowed pattern will be accepted. No spaces,
underscores, slashes, or special characters are allowed.

Examples: **user**, **user-guide**

---

Fixes
https://linear.app/chatwoot/issue/CW-4273/add-validation-for-help-centre-slugs

## 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/a2ca5e2104984f28b29539293ffed33a?sid=e5064cb8-6220-4c43-99da-242c25d32027


## 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
2025-04-24 16:58:05 +05:30
Sojan Jose
630826baed feat: Implement UI for Agent Bots in settings and remove CSML support (#11276)
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots

## Video 





https://github.com/user-attachments/assets/3f4edbb7-b758-468c-8dd6-a9537b983f7d

---------

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>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 18:02:49 +05:30
Muhsin Keloth
ad17887898 feat: Add warnings for existing instagram messenger channels (#11303) 2025-04-16 12:54:41 +05:30
Sivin Varghese
79fc5bb555 fix: Display error message on empty response from Captain (#11302) 2025-04-15 13:20:06 +05:30
Muhsin Keloth
e0097ab102 chore: Centralize outgoing message reply restrictions for all the channels (#11279) 2025-04-12 08:52:12 +05:30
Muhsin Keloth
d827e66453 feat: Instagram Inbox using Instagram Business Login (#11054)
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.

![CleanShot 2025-03-10 at 21 32
28@2x](https://github.com/user-attachments/assets/1b019001-8d16-4e59-aca2-ced81e98f538)


---

## 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>
2025-04-08 10:47:41 +05:30
Muhsin Keloth
196bdf15af chore: Fix facebook inbox create button (#11237)
**Before**
![CleanShot 2025-04-03 at 14 59
33@2x](https://github.com/user-attachments/assets/9e6b28f9-e198-4bc9-8891-af3d6d6a0084)

**After**

![CleanShot 2025-04-03 at 16 51
22@2x](https://github.com/user-attachments/assets/5981d9c6-e645-47c8-bc46-2e488e30041e)
2025-04-03 17:25:34 +05:30
Muhsin Keloth
246deab684 feat: Instagram reauthorization (#11221)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 14:30:48 +05:30
Muhsin Keloth
7a24672b66 feat: Added the ability to create Instagram channel (#11182)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 13:57:14 +05:30