# Pull Request Template
## Description
Unconfirmed agents (pending email verification) were incorrectly
appearing in the "assign agent" dropdown for macros and automations.
This fix filters out unconfirmed agents from these dropdowns and adds
backend validation to prevent assignment of unconfirmed agents.
Fixes#13223
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
**Backend tests:**
```bash
docker compose run --rm rails bundle exec rspec spec/services/action_service_spec.rb
```
- Added tests for confirmed agent assignment (should succeed)
- Added tests for unconfirmed agent assignment (should be skipped)
**Frontend tests:**
```bash
docker compose run --rm rails pnpm test app/javascript/dashboard/composables/spec/useMacros.spec.js
```
- Updated mocks to use `getVerifiedAgents` getter
**Manual testing:**
1. Create an unconfirmed agent via platform
2. Navigate to Settings → Macros → New Macro → Add "Assign Agent" action
3. Verify unconfirmed agent does NOT appear in dropdown
4. Navigate to Settings → Automations → New Automation → Add "Assign
Agent" action
5. Verify unconfirmed agent does NOT appear in dropdown
## 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
- [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: Sojan Jose <sojan@pepalo.com>
# Pull Request Template
## Description
This PR adds support for removing labels from the conversation card
context menu. Assigned labels now show a checkmark, and clicking an
already-selected label will remove it.
Fixes
https://linear.app/chatwoot/issue/CW-6400/allow-removing-labels-directly-from-the-right-click-menuhttps://github.com/chatwoot/chatwoot/issues/13367
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
**Screencast**
https://github.com/user-attachments/assets/4e3a6080-a67d-4851-9d10-d8dbf3ceeb04
## 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
- [ ] 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
## Description
Adds missing analytics instrumentation for the editor AI funnel so we
can measure end-to-end usage and outcome quality.
### What was added
- Captain: Editor AI menu opened
- Captain: Generation failed
- Captain: AI-assisted message sent
### Behavior covered
- Tracks AI button click + menu open from both entry points:
- top panel sparkle button
- inline editor copilot button
- Tracks generation failures (initial + follow-up stages).
- Tracks whether accepted AI content was sent as-is or edited before
send.
### Notes
- Applies to editor Captain accept/send flow
(rewrite/summarize/reply_suggestion + follow-ups).
- Does not change Copilot sidebar flow instrumentation.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update
## How Has This Been Tested?
### Manual verification steps
<img width="1906" height="832" alt="image"
src="https://github.com/user-attachments/assets/f0ade43b-aa8d-41be-8ca2-20a091a81f60"
/>
<img width="828" height="280" alt="image"
src="https://github.com/user-attachments/assets/be76219e-fb61-4a6e-bff5-dc085b0a3cc9"
/>
<img width="415" height="147" alt="image"
src="https://github.com/user-attachments/assets/36802c5c-33a7-49ed-bf7e-f0b02d86dccc"
/>
<img width="2040" height="516" alt="image"
src="https://github.com/user-attachments/assets/74b95288-bc86-4312-a282-14211ae8f25c"
/>
1. Open a conversation with Captain tasks enabled.
2. Click AI button in top panel and inline editor.
3. Confirm analytics events fire for:
- AI menu opened
4. Run an AI action and force a failure scenario (or empty response
path) and confirm generation-failed event.
5. Accept AI output, then:
- send without changes -> editedBeforeSend: false
- edit then send -> editedBeforeSend: true
## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
We are expanding Chatwoot’s automation capabilities by
introducing **Conversation Workflows**, a dedicated section in settings
where teams can configure rules that govern how conversations are closed
and what information agents must fill before resolving. This feature
helps teams enforce data consistency, collect structured resolution
information, and ensure downstream reporting is accurate.
Instead of having auto‑resolution buried inside Account Settings, we
introduced a new sidebar item:
- Auto‑resolve conversations (existing behaviour)
- Required attributes on resolution (new)
This groups all conversation‑closing logic into a single place.
#### Required Attributes on Resolve
Admins can now pick which custom conversation attributes must be filled
before an agent can resolve a conversation.
**How it works**
- Admin selects one or more attributes from the list of existing
conversation level custom attributes.
- These selected attributes become mandatory during resolution.
- List all the attributes configured via Required Attributes (Text,
Number, Link, Date, List, Checkbox)
- When an agent clicks Resolve Conversation:
If attributes already have values → the conversation resolves normally.
If attributes are missing → a modal appears prompting the agent to fill
them.
<img width="1554" height="1282" alt="CleanShot 2025-12-10 at 11 42
23@2x"
src="https://github.com/user-attachments/assets/4cd5d6e1-abe8-4999-accd-d4a08913b373"
/>
#### Custom Attributes Integration
On the Custom Attributes page, we will surfaced indicators showing how
each attribute is being used.
Each attribute will show badges such as:
- Resolution → used in the required‑on‑resolve workflow
- Pre‑chat form → already existing
<img width="2390" height="1822" alt="CleanShot 2025-12-10 at 11 43
42@2x"
src="https://github.com/user-attachments/assets/b92a6eb7-7f6c-40e6-bf23-6a5310f2d9c5"
/>
#### Admin Flow
- Navigate to Settings → Conversation Workflows.
- Under Required attributes on resolve, click Add Required Attribute.
- Pick from the dropdown list of conversation attributes.
- Save changes.
Agents will now be prompted automatically whenever they resolve.
<img width="2434" height="872" alt="CleanShot 2025-12-10 at 11 44 42@2x"
src="https://github.com/user-attachments/assets/632fc0e5-767c-4a1c-8cf4-ffe3d058d319"
/>
#### NOTES
- The Required Attributes on Resolve modal should only appear when
values are missing.
- Required attributes must block the resolution action until satisfied.
- Bulk‑resolve actions should follow the same rules — any conversation
missing attributes cannot be bulk‑resolved, rest will be resolved, show
a notification that the resolution cannot be done.
- API resolution does not respect the attributes.
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Previously, translations were generated and resolved purely based on the
account locale. This caused issues in multi-team, multi-region setups
where agents often work in different languages than the account default.
For example, an account might be set to English, while an agent prefers
Spanish. In this setup:
- Translations were always created using the account locale.
- Agents could not view content in their preferred language.
- This did not scale well for global teams.
There was also an issue with locale resolution during rendering, where
the system would incorrectly default to the account locale even when a
more appropriate locale should have been used.
With this update, During rendering, the system first attempts to use the
agent’s locale. If a translation for that locale does not exist, it
falls back to the account locale.
**How to test:**
- Set agent locale to a specific language (e.g., zh_CN) and account
language to en.
- Translate a message.
- Verify translated content displays correctly for the agent's selected
locale
- Do the same for another locale for agent.
- With multiple translations on a message (e.g., zh_CN, es, ml), verify
the UI shows the one matching agent's locale
- Change agent locale and verify the displayed translation updates
accordingly
fixes: #11834
This pull request introduces TikTok channel integration, enabling users
to connect and manage TikTok business accounts similarly to other
supported social channels. The changes span backend API endpoints,
authentication helpers, webhook handling, configuration, and frontend
components to support TikTok as a first-class channel.
**Key Notes**
* This integration is only compatible with TikTok Business Accounts
* Special permissions are required to access the TikTok [Business
Messaging
API](https://business-api.tiktok.com/portal/docs?id=1832183871604753).
* The Business Messaging API is region-restricted and is currently
unavailable to users in the EU.
* Only TEXT, IMAGE, and POST_SHARE messages are currently supported due
to limitations in the TikTok Business Messaging API
* A message will be successfully sent only if it contains text alone or
one image attachment. Messages with multiple attachments or those
combining text and attachments will fail and receive a descriptive error
status.
* Messages sent directly from the TikTok App will be synced into the
system
* Initiating a new conversation from the system is not permitted due to
limitations from the TikTok Business Messaging API.
**Backend: TikTok Channel Integration**
* Added `Api::V1::Accounts::Tiktok::AuthorizationsController` to handle
TikTok OAuth authorization initiation, returning the TikTok
authorization URL.
* Implemented `Tiktok::CallbacksController` to handle TikTok OAuth
callback, process authorization results, create or update channel/inbox,
and handle errors or denied scopes.
* Added `Webhooks::TiktokController` to receive and verify TikTok
webhook events, including signature verification and event dispatching.
* Created `Tiktok::IntegrationHelper` module for JWT-based token
generation and verification for secure TikTok OAuth state management.
**Configuration and Feature Flags**
* Added TikTok app credentials (`TIKTOK_APP_ID`, `TIKTOK_APP_SECRET`) to
allowed configs and app config, and registered TikTok as a feature in
the super admin features YAML.
[[1]](diffhunk://#diff-5e46e1d248631a1147521477d84a54f8ba6846ea21c61eca5f70042d960467f4R43)
[[2]](diffhunk://#diff-8bf37a019cab1dedea458c437bd93e34af1d6e22b1672b1d43ef6eaa4dcb7732R69)
[[3]](diffhunk://#diff-123164bea29f3c096b0d018702b090d5ae670760c729141bd4169a36f5f5c1caR74-R79)
**Frontend: TikTok Channel UI and Messaging Support**
* Added `TiktokChannel` API client for frontend TikTok authorization
requests.
* Updated channel icon mappings and tests to include TikTok
(`Channel::Tiktok`).
[[1]](diffhunk://#diff-b852739ed45def61218d581d0de1ba73f213f55570aa5eec52aaa08f380d0e16R16)
[[2]](diffhunk://#diff-3cd3ae32e94ef85f1f2c4435abf0775cc0614fb37ee25d97945cd51573ef199eR64-R69)
* Enabled TikTok as a supported channel in contact forms, channel
widgets, and feature toggles.
[[1]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R47)
[[2]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R69)
[[3]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R26-R29)
[[4]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R51-R54)
[[5]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R68)
* Updated message meta logic to support TikTok-specific message statuses
(sent, delivered, read).
[[1]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696R23)
[[2]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L63-R65)
[[3]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L81-R84)
[[4]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L103-R107)
* Added support for embedded message attachments (e.g., TikTok embeds)
with a new `EmbedBubble` component and updated message rendering logic.
[[1]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR31)
[[2]](diffhunk://#diff-047859f9368a46d6d20177df7d6d623768488ecc38a5b1e284f958fad49add68R1-R19)
[[3]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR316)
[[4]](diffhunk://#diff-cbc85e7c4c8d56f2a847d0b01cd48ef36e5f87b43023bff0520fdfc707283085R52)
* Adjusted reply policy and UI messaging for TikTok's 48-hour reply
window.
[[1]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R208-R210)
[[2]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R224-R226)
These changes collectively enable end-to-end TikTok channel support,
from configuration and OAuth flow to webhook processing and frontend
message handling.
------------
# TikTok App Setup & Configuration
1. Grant access to the Business Messaging API
([Documentation](https://business-api.tiktok.com/portal/docs?id=1832184145137922))
2. Set the app authorization redirect URL to
`https://FRONTEND_URL/tiktok/callback`
3. Update the installation config with TikTok App ID and Secret
4. Create a Business Messaging Webhook configuration and set the
callback url to `https://FRONTEND_URL/webhooks/tiktok`
([Documentation](https://business-api.tiktok.com/portal/docs?id=1832190670631937))
. You can do this by calling
`Tiktok::AuthClient.update_webhook_callback` from rails console once you
finish Tiktok channel configuration in super admin ( will be automated
in future )
5. Enable TikTok channel feature in an account
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
## Summary
- add a configurable MAXIMUM_FILE_UPLOAD_SIZE installation setting and
surface it through super admin and global config payloads
- apply the configurable limit to attachment validations and shared
upload helpers on dashboard and widget
- introduce a reusable helper with unit tests for parsing the limit and
extend attachment specs for configurability
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912644786b08326bc8dee9401af6d0a)
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
- Add support for using labels as an action event for automation
- Fix duplicated conversation_updated event dispatch for labels
Fixes https://github.com/chatwoot/chatwoot/issues/8539 and multiple
issues around duplication related to label change events.
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
This Pull Request will provide a language selector in the Profile
Settings for each user, and allows them to change the UI language per
agent, defaulting back to the account locale.
Fixes # #678 This does PR addresses the Dashboard view but does not
change the language of the agents emails
## Type of change
Please delete options that are not relevant.
- [X ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
1. Go to an Agents Profile settings page
2. Select a language from the Language drop down
3. the UI will update to the new i18n locale
4. navigate through the UI to make sure the appropriate language is
being used
5. Refresh the page to test that the locale persists
270
- [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
- [X] Any dependent changes have been merged and published in downstream
modules
Checklist:.724.2708
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
This PR delivers the first slice of the voice channel: inbound call
handling. When a customer calls a configured voice
number, Chatwoot now creates a new conversation and shows a dedicated
call bubble in the UI. As the call progresses
(ringing, answered, completed), its status updates in real time in both
the conversation list and the call bubble, so
agents can instantly see what’s happening. This focuses on the inbound
flow and is part of breaking the larger voice
feature into smaller, functional, and testable units; further
enhancements will follow in subsequent PRs.
references: #11602 , #11481
## Testing
- Configure a Voice inbox in Chatwoot with your Twilio number.
- Place a call to that number.
- Verify a new conversation appears in the Voice inbox for the call.
- Open it and confirm a dedicated voice call message bubble is shown.
- Watch status update live (ringing/answered); hang up and see it change
to completed in both the bubble and conversation
list.
- to test missed call status, make sure to hangup the call before the
please wait while we connect you to an agent message plays
## Screens
<img width="400" alt="Screenshot 2025-09-03 at 3 11 25 PM"
src="https://github.com/user-attachments/assets/d6a1d2ff-2ded-47b7-9144-a9d898beb380"
/>
<img width="700" alt="Screenshot 2025-09-03 at 3 11 33 PM"
src="https://github.com/user-attachments/assets/c25e6a1e-a885-47f7-b3d7-c3e15eef18c7"
/>
<img width="700" alt="Screenshot 2025-09-03 at 3 11 57 PM"
src="https://github.com/user-attachments/assets/29e7366d-b1d4-4add-a062-4646d2bff435"
/>
<img width="442" height="255" alt="Screenshot 2025-09-04 at 11 55 01 PM"
src="https://github.com/user-attachments/assets/703126f6-a448-49d9-9c02-daf3092cc7f9"
/>
---------
Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
This PR fixes the handling of attachments and file limits in reply
modes:
* Applies **default file size and type limits** for private notes
* **Resets attachments** automatically when switching reply modes
## 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/abad3e6a0383405ea5f31314c1494f2f?sid=38715fd0-e305-4a9b-8f4d-fc6a6e5c0833
## 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
- [ ] 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: Muhsin Keloth <muhsinkeramam@gmail.com>
Added QR code generation for multiple messaging platforms on the inbox
finish setup page. So users can scan QR codes to instantly test their
newly created channels.
**Supported Platforms**
- **WhatsApp**: QR code for `https://wa.me/{phone_number}`
- Supports both WhatsApp Cloud and Twilio WhatsApp inboxes
- **Facebook Messenger**: QR code for `https://m.me/{page_id}`
- All Facebook page inboxes
- **Telegram**: QR code for `https://t.me/{bot_name}`
- All Telegram bot inboxes
**How to test the changes**
You can test these changes by navigating to this URL
`{BASE_URL}/app/accounts/{account_id}/settings/inboxes/new/{inbox_id}/finish`
and simply replacing the inbox ID with one you've already created.
**Preview**
<img width="2432" height="1474" alt="CleanShot 2025-08-21 at 15 40
59@2x"
src="https://github.com/user-attachments/assets/4226133b-9793-48ca-bf79-903b7e003ef3"
/>
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
# Pull Request Template
## Description
### Issue
The Community Edition (CE) dashboard was making API requests to
enterprise-only endpoints, causing 404 errors:
* `/enterprise/api/v1/accounts/1/limits`
* `/api/v1/accounts/1/captain/assistants?page=1`
### Solution
1. Added conditional checks to prevent these calls.
2. Remove unused component
`app/javascript/dashboard/components/app/UpgradeBanner.vue`
Fixes
[CW-4695](https://linear.app/chatwoot/issue/CW-4695/440-ce-dashboard-calls-enterprise-urls),
https://github.com/chatwoot/chatwoot/issues/12023
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## 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>
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>
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
### 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>
# Pull Request Template
## Description
This PR changes to translation to properly handle different content
types during translation.
### Changes
1. **Email translation with HTML support**
- Properly detects and preserves HTML content from emails
- Sets `mime_type` to 'text/html' when HTML content is present
2. **Email translation with plain text support**
- Falls back to email text content when HTML is not available
- Sets `mime_type` to 'text/plain' when HTML is not available and
content type includes 'text/plain'
3. **Plain message with plain text support (Non email channels)**
- Sets `mime_type` to 'text/plain' for non-email channels
- Fixes an issue where Markdown formatting was being lost due to
incorrect `mime_type`
**Note**: Translation for very long emails is not currently supported.
Fixes
https://linear.app/chatwoot/issue/CW-4244/translate-button-doesnt-work-in-email-channels
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
**Loom video**
https://www.loom.com/share/8f8428ed2cfe415ea5cb6c547c070f00?sid=eab9fa11-05f8-4838-9181-334bee1023c4
## 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
Users who have not changed the order of the sidebar items were not able
to change it as the object returned was created using Object.freeze
To reproduce:
- Create a new user account, open a conversation, try changing the order
of the sidebar items.
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.
---
## 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>
This PR adds native integration with Shopify. No more dashboard apps.
The support agents can view the orders, their status and the link to the
order page on the conversation sidebar.
This PR does the following:
- Create an integration with Shopify (a new app is added in the
integrations tab)
- Option to configure it in SuperAdmin
- OAuth endpoint and the callbacks.
- Frontend component to render the orders. (We might need to cache it in
the future)
---------
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>
# Pull Request Template
## Description
This PR includes a translation update for the "None" option in the
automation select for both agents and teams
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## 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
# Pull Request Template
## Description
This PR includes a translation update for the "None" option in the agent
assignment multi-select dropdown.
Fixes
https://linear.app/chatwoot/issue/CW-4140/none-option-in-assign-agent-multi-select-is-not-translated
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
**Test cases**
1. Check in conversation sidebar
2. Check in command bar
3. Check in participation dropdown
## 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
# Pull Request Template
## Description
Fixes
https://linear.app/chatwoot/issue/CW-4091/accessibility-improvement-support-bigger-font-size-for-the-dashboard
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### **Loom video**
https://www.loom.com/share/1ab781859fa748a5ad54aacbacd127b4?sid=a7dd9164-a6de-462f-bff7-1b25e9c55b4f
## 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
This pull request includes multiple changes to the sidebar and route
metas to configure visibility of features on the dashboard.
Here's a summary of the changes
1. Added `installationTypes`, field to routes `meta`, this works along
side `permissions` and `featureFlags`
This allows us to decide weather a particular feature is accessible on a
particular type. For instance, the Billing pages should only be
available on Cloud
2. Updated `usePolicy` and `policy.vue` to use the new
`installationTypes` config
3. Updated Sidebar related components to remove `showOnlyOnCloud` to use
the new policy updates.
Testing the PR
Here's the matrix of cases:
https://docs.google.com/spreadsheets/d/15AAJntJZoyudaby77BOnRcC4435FGuT7PXbUXoTyU50/edit?usp=sharing
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
This PR introduces several improvements to the Captain AI dashboard
section:
- New billing page, with new colors, layout and meters for Captain usage
- Updated the base paywall component to use new colors
- Updated PageLayout.vue, it's more generic and can be used for other
pages as well
- Use flags to toggle empty state and loading state
- Add prop for `featureFlag` to show the paywall slot based on feature
enabled on account
- Update `useAccount` to add a `isCloudFeatureEnabled`
- **Removed feature flag checks from captain route definitions**, so the
captain entry will always be visible on the sidebar
- Add banner to Captain pages for the following cases
- Responses usage is over 80%
- Documents limit is fully exhausted
### Screenshots
<details><summary>Free plan</summary>
<p>
</p>
</details>
<details><summary>Paid plan</summary>
<p>
</p>
</details>
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
