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11 Commits

Author SHA1 Message Date
Muhsin Keloth
6be95e79f8 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
 2026-02-24 15:11:04 +04:00
Muhsin Keloth
3e5b2979eb 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>
 2026-01-06 11:46:00 +04:00
Muhsin Keloth
ab1ba1c4c7 feat: Add manual WhatsApp templates sync with UI (#12007) 
Fixes https://github.com/chatwoot/chatwoot/issues/9600

**Summary**
- Added manual WhatsApp templates sync functionality accessible via UI
- Added refresh button in both inbox settings and template picker modal
- Enhanced template picker to always show for WhatsApp Cloud channels
(even when empty)


**Preview**

<img width="1456" height="798" alt="CleanShot 2025-07-22 at 14 15 28@2x"
src="https://github.com/user-attachments/assets/8a04ff26-61fa-42ee-a1b8-5e06433ae6e0"
/>


<img width="2376" height="1574" alt="CleanShot 2025-07-22 at 14 19
24@2x"
src="https://github.com/user-attachments/assets/1c772034-04ff-484d-88dd-ca8123e93065"
/>

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
 2025-07-23 12:22:51 +04:00
Shivam Mishra
00ee0478eb feat: IndexedDB based caching for labels, inboxes and teams [CW-50] (#6710) 
* feat: allow caching of labels in the account scope

* feat: send cache keys in account json response

* feat: kickstart web worker

* feat: setup basic architecture for workers

* feat: install idb

* feat: add datamanger

* fix: typos

* refactor: rename method

* feat: make init db a manual step

* refactor: separate accountIdFromRoute

* feat: cache enabled API client

* feat: enable caching for inboxes and labels

* feat: enable cache for team

* feat: manage exceptions for team

* feat: add team to data manager

* feat: add a generic listener

* refactor: send only cache keys

* refactor: separate validate method

* feat: add listeners

* feat: add event for revalidate

* feat: add cache keys endpoint

* refactor: fetch cache keys instead of full account data

* fix: key pattern

* feat: don't fetch account for cache_keys

* fix: cache key base class

* refactor: cache keys helper

* feat: add helper

* fix: cache-key update logic

* feat: delete indexeddb on logout

* feat: remove worker.js

* refactor: move data-manager

* refactor: name of file

* feat: add test for DataManager

* refactor: add fake idb to jest setup

* test: cache keys helper

* test: cache keys helper

* test: cache_keys in accounts controller

* refactor: remove cache_keys context

* feat: add policy for cache-keys
 2023-03-27 12:16:25 +05:30
Pranav Raj S
16bfd68d95 chore: Allow admins to choose the agent bot from the UI (#5895) 2022-11-18 08:54:32 -08:00
Pranav Raj S
56cd9bc0b8 chore: Add Assignable Agents API (#4722) 2022-05-23 19:24:07 +05:30
Aswin Dev P.S
1ff9939a80 feat: Ability to remove inbox avatar (#2885) 
* Delete inbox avatar

1) New API endpoint added for deleting inbox avatar.
2) Delete avatar button in the inbox settings page.

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
 2021-08-31 15:12:05 +05:30
Muhsin Keloth
18cea3b0ac chore: Add inbox id in get campaigns API (#2278) 2021-05-17 21:38:12 +05:30
Sivin Varghese
285f7bbeb5 Enhancement: Ability to assign administrators as conversation assignees (#2142) 
* Enhancement: Ability to assign administrators as conversation assignee

Co-authored-by: Nithin David Thomas <webofnithin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
 2021-04-22 23:17:29 +05:30
Sojan Jose
19ab0fe108 Chore: Scope URLs with account_id (#601) 
* Chore: Enable Users to create multiple accounts

Addresses: #402
- migrations to split roles and other attributes from users table
- make changes in code to accommodate this change

Co-authored-by: Pranav Raj Sreepuram <pranavrajs@gmail.com>
 2020-03-09 23:27:10 +05:30
Pranav Raj S
5ddc46c474 Refactor: Inbox store, remove inboxes from sidebar (#387) 
* Refactor: Inbox store, remove inboxes from sidebar

* Add a new page for inbox settings

* Show inboxes on sidebar

* Add inbox_members API

* Disable similar-code check

* Fix codeclimate scss issues

* Add widget_color update API and actions

* Add specs for inbox store

* Fix Facebook auth flow

* Fix agent loading, inbox name
 2019-12-28 21:56:42 +05:30