Commit Graph

31 Commits

Author SHA1 Message Date
Sivin Varghese
7b2b3ac37d feat(V5): Update settings pages UI (#13396)
# Pull Request Template

## Description

This PR updates settings page UI


## Type of change

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


## 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
2026-02-19 15:04:40 +05:30
Tanmay Deep Sharma
7ade9061a8 feat: display total FAQ count in Related FAQs dialog (#13433)
## Description

Display the total count of generated FAQs in the Related FAQs dialog
title to give users immediate visibility into how many FAQs were
generated from a document.

## Type of change

Please delete options that are not relevant.

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

## Snapshots?

<img width="717" height="268" alt="Screenshot 2026-02-04 at 1 47 36 AM"
src="https://github.com/user-attachments/assets/c3e927ce-6d09-499d-8d02-8a44e0c353e2"
/>


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] 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
- [ ] 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

<!-- CURSOR_SUMMARY -->
---

> [!NOTE]
> **Low Risk**
> Small UI-only change using existing store metadata; risk is limited to
incorrect/blank counts if `meta.totalCount` is missing or stale.
> 
> **Overview**
> Updates the `RelatedResponses` dialog to display the total related
response count in the title by reading
`captainResponses/getMeta.totalCount` (defaulting to 0) and appending it
as `(<count>)`.
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
7cd67c9991faceeff33d33c319e324b1c6cf73f4. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
2026-02-04 11:27:51 +05:30
Sivin Varghese
2a69b37958 chore: Update theme colors and add new Inter variable fonts (#13347)
# Pull Request Template

## Description

This PR includes the following updates:

1. Updated the design system color tokens by introducing new tokens for
surfaces, overlays, buttons, labels, and cards, along with refinements
to existing shades.
2. Refreshed both light and dark themes with adjusted background,
border, and solid colors.
3. Replaced static Inter font files with the Inter variable font
(including italic), supporting weights from 100–900.
4. Added custom font weights (420, 440, 460, 520) along with custom
typography classes to enable more fine-grained and consistent typography
control.


## Type of change

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


## 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: Pranav <pranav@chatwoot.com>
2026-01-28 14:36:04 -08:00
Sivin Varghese
fd8919b901 chore: Replace installation name in captain empty state (#13083)
# Pull Request Template

## Description

This PR fixes the installation name in empty states on the Captain
Documents and Captain FAQs pages.

Fixes
https://linear.app/chatwoot/issue/CW-6159/display-brand-name-in-empty-state-messages-on-the-captain-page

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

### Screenshots
<img width="986" height="700" alt="image"
src="https://github.com/user-attachments/assets/7ba32fbb-ea93-4206-9e8d-ef037a83f72e"
/>
<img width="1062" height="699" alt="image"
src="https://github.com/user-attachments/assets/a70bec15-9bfe-4600-b355-f486f93a6839"
/>



## 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
2025-12-16 15:04:34 +05:30
Sivin Varghese
92fc286ecb fix: Resolve z-index issue in assistant switcher (#12969) 2025-11-27 10:35:42 +05:30
Sivin Varghese
46eb6f39f3 fix: Resolve z-index issue in assistant switcher (#12940) 2025-11-25 18:47:31 +05:30
Sivin Varghese
2c4e65d68e chore: Hide assistant switcher on paywall screen (#12875) 2025-11-17 09:58:59 +05:30
Sivin Varghese
5bf39d20e5 feat: Update Captain navigation structure (#12761)
# Pull Request Template

## Description

This PR includes an update to the Captain navigation structure.

## Route Structure

```javascript
1. captain_assistants_responses_index    → /captain/:assistantId/faqs
2. captain_assistants_documents_index    → /captain/:assistantId/documents
3. captain_assistants_scenarios_index    → /captain/:assistantId/scenarios
4. captain_assistants_playground_index   → /captain/:assistantId/playground
5. captain_assistants_inboxes_index      → /captain/:assistantId/inboxes
6. captain_tools_index                   → /captain/tools
7. captain_assistants_settings_index     → /captain/:assistantId/settings
8. captain_assistants_guardrails_index   → /captain/:assistantId/settings/guardrails
9. captain_assistants_guidelines_index   → /captain/:assistantId/settings/guidelines
10. captain_assistants_index             → /captain/:navigationPath
```

**How it works:**

1. User clicks sidebar item → Routes to `captain_assistants_index` with
`navigationPath`
2. `AssistantsIndexPage` validates route and gets last active assistant,
if not redirects to assistant create page.
3. Routes to actual page: `/captain/:assistantId/:page`
4. Page loads with correct assistant context

Fixes
https://linear.app/chatwoot/issue/CW-5832/updating-captain-navigation

## Type of change

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

## How Has This Been Tested?




## 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 <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-11-06 16:31:23 -08:00
Sivin Varghese
c31d693add chore: Improvements in pending FAQs (#12755)
# Pull Request Template

## Description

**This PR includes:**

1. Added URL-based filter persistence for the responses pages, including
page and search parameters.
2. Introduced a new empty state variant for pending FAQs — without a
backdrop and with a “Clear Filters” option.
3. Made the actions, filter, and search row remain fixed at the top
while scrolling.

Fixes
https://linear.app/chatwoot/issue/CW-5852/improvements-in-pending-faqs

## Type of change

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

## How Has This Been Tested?

### Loom video
https://www.loom.com/share/1d9eee68c0684f0ab05e08b4ca1e0ce9


## 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
2025-10-29 14:34:28 -07:00
Sivin Varghese
2180edc14a chore: Hide "Learn More" button in feature spotlight for self-hosted (#12675) 2025-10-16 12:04:53 +05:30
Shivam Mishra
9fb0dfa4a7 feat: Add UI for custom tools (#12585)
### Tools list

<img width="2316" height="666" alt="CleanShot 2025-10-03 at 20 42 41@2x"
src="https://github.com/user-attachments/assets/ccbffd16-804d-4eb8-9c64-2d1cfd407e4e"
/>

### Tools form 

<img width="2294" height="2202" alt="CleanShot 2025-10-03 at 20 43
05@2x"
src="https://github.com/user-attachments/assets/9f49aa09-75a1-4585-a09d-837ca64139b8"
/>

## Response

<img width="800" height="2144" alt="CleanShot 2025-10-03 at 20 45 56@2x"
src="https://github.com/user-attachments/assets/b0c3c899-6050-4c51-baed-c8fbec5aae61"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-06 09:05:54 -07:00
Tanmay Deep Sharma
2f3b4ad215 feat: add FE changes for captain pdf support for faq generation (#12115)
Linked PR
https://github.com/chatwoot/chatwoot/pull/12113

## Linear Link
https://linear.app/chatwoot/issue/CW-4515/upload-pdfs-to-captain

## Description

This PR adds support for PDF file uploads to the Captain document
knowledge base system. The feature enables users to upload PDF files
directly to the knowledge base for FAQ generation and document
processing, expanding beyond the existing URL-based document ingestion.

## Type of change

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

## How Has This Been Tested?

- Unit Tests
- Manually via UI



## 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
- [x] 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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
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>
2025-09-02 19:01:16 +05:30
Sivin Varghese
ecd9cf0326 fix: RTL issues in new conversation form (#12163)
# Pull Request Template

## Description

This PR fixes RTL alignment issues in the new conversation form, removes
the unused
[`form-checkbox`](https://github.com/chatwoot/chatwoot/pull/12151#discussion_r2266333315)
class name and drops the `app-rtl--wrapper` class, which was previously
used for RTL detection in `rtl.scss` (removed earlier)

Fixes https://linear.app/chatwoot/issue/CW-5410/rtl-issues

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

### Screenshots

<img width="868" height="474" alt="image"
src="https://github.com/user-attachments/assets/45995652-2895-49d5-a651-179090c949ec"
/>
<img width="868" height="656" alt="image"
src="https://github.com/user-attachments/assets/a1cb4415-3fd4-4c9a-bc46-5e07e437d757"
/>
<img width="868" height="656" alt="image"
src="https://github.com/user-attachments/assets/77c8981f-364e-4bf0-bea8-a4c42a76d065"
/>



## 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
2025-08-11 14:16:48 -07:00
Shivam Mishra
c2e6ad6376 feat: add citations option to edit assistant form (#12151)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-11 17:04:03 +05:30
Shivam Mishra
fcc6e2b8b2 feat: Add feature_citation toggle for Captain assistants (#12052)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-11 13:06:20 +05:30
Sivin Varghese
18eb53acf4 feat: New Assistants Edit Page (#11920)
# Pull Request Template

## Description

Fixes https://linear.app/chatwoot/issue/CW-4602/assistants-edit-page

### Screenshots
<img width="1650" height="890" alt="image"
src="https://github.com/user-attachments/assets/f9834cd3-9cf3-4173-8d33-1aad04d8991e"
/>
<img width="1650" height="890" alt="image"
src="https://github.com/user-attachments/assets/a628328a-fdfd-4ee7-86b5-2a1945e0c114"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-12 17:02:10 +05:30
Sivin Varghese
5140deb6f6 feat: Captain settings header component (#11912) 2025-07-09 22:21:25 +05:30
Sivin Varghese
24ea968b00 chore: Remove older UI (#11720) 2025-07-01 09:43:44 +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
f8225f851f fix: Add available_name as method in captain_assistant (#11502)
Fixes
https://linear.app/chatwoot/issue/CW-4366/actionviewtemplateerror-undefined-method-available-name-for-an
2025-05-17 10:06:36 -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
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
Sivin Varghese
9d49b69f2e feat: Add support for feature spotlight components (#11012) 2025-03-18 13:17:42 -07:00
Sivin Varghese
6eecd84b22 feat: Add support for bulk action for Captain FAQs (#10905)
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-27 17:05:33 -08:00
Sivin Varghese
2556de1f38 feat: Support bigger font size in dashboard (#10974)
# 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
2025-02-27 12:10:33 +05:30
Shivam Mishra
ef7bf66476 feat: Add frontend changes for Captain limits (#10749)
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>

![CleanShot 2025-01-22 at 18 37
11@2x](https://github.com/user-attachments/assets/17d3ddba-9095-4e81-9b6f-45b5f69e6a3f)
![CleanShot 2025-01-22 at 18 37
04@2x](https://github.com/user-attachments/assets/df9bb0a6-085f-45da-97d4-74cbcc33fc7e)


</p>
</details> 

<details><summary>Paid plan</summary>
<p>

![CleanShot 2025-01-22 at 18 36
45@2x](https://github.com/user-attachments/assets/a7ccf9d4-143b-49e4-8149-83c7a7985023)

![CleanShot 2025-01-22 at 20 23
57@2x](https://github.com/user-attachments/assets/c6ce35ba-e537-486d-85c8-4cc2d4e76438)


</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>
2025-01-24 09:21:09 -08:00
Sivin Varghese
a8ecbd3919 chore: Auto-fetch previous page on last item deletion (#10714)
# Pull Request Template

## Description

This PR fixes an issue where deleting the last item on the last page of
responses/documents, would show an empty state instead of loading the
previous page.

Fixes
> If you have pending responses spanning 2 or more pages .. and you
delete the last response in the last page.. instead of showing the
previous page the system show empty state.

## 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/b0e89f774ccd45dab0e8dba2c34bd1ac?sid=d9923bcd-5030-42d9-9b7f-170df5297cfd


## 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
2025-01-20 14:34:23 +05:30
Sivin Varghese
542bab617b feat: Implement Empty State UI for Captain Pages (#10696) 2025-01-16 00:05:19 -08:00
Pranav
793b1f85f6 feat: Add assistant filter support to documents page (#10697)
This PR introduces support for an assistant filter on the documents page.

- Moved the existing assistant filter functionality to a standalone, reusable component.
- Updated the documents page and responses page to use the component
2025-01-15 21:41:07 -08:00
Pranav
6096932f76 feat: Add a review step for FAQs generated from conversations before using it (#10693)
This PR introduces a review step for generated FAQs, allowing a human to
validate and approve them before use in customer interactions. While
hallucinations are minimal, this step ensures accurate and reliable FAQs
for Captain to use during LLM calls when responding to customers.

- Added a status field for the FAQ
- Allow the filter on the UI.
<img width="1072" alt="Screenshot 2025-01-15 at 6 39 26 PM"
src="https://github.com/user-attachments/assets/81dfc038-31e9-40e6-8a09-586ebc4e8384"
/>
2025-01-16 09:54:34 +05:30
Pranav
d070743383 feat(ee): Add Captain features (#10665)
Migration Guide: https://chwt.app/v4/migration

This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:

- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.

---------

Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-14 16:15:47 -08:00