Commit Graph

120 Commits

Author SHA1 Message Date
Vishnu Narayanan
990d045cb3 fix: handle empty FIRECRAWL_KEY in captain crawl job (#10936)
- handle empty FIRECRAWL_KEY in captain crawl job
2025-02-20 12:27:37 -08:00
Pranav
3af7c3b2e7 fix: Move auto resolution message text content to i18n file (#10881)
Move the text content to i18n file.
2025-02-12 16:51:35 -08:00
Pranav
c7d259d5fd chore: Update the behavior of Captain resolutions (#10794)
This PR ensures that only conversations from quick conversation channels
are resolved, avoiding resolutions on the email channel (we still need
to improve the UX here). It also updates the FAQ generation logic,
limiting it to conversations that had at least one human interaction.
2025-02-03 16:25:08 +05:30
Pranav
cf0975ad94 fix: Use current_available instead available to compute the document limit (#10776)
The available limit for documents is now stored in
captain.documents.current_available. This PR fixes the limit sent on
crawler job.
2025-01-28 10:55:46 +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
Sojan Jose
be8205657e fix: Added authentication to FireCrawl API, remove unused RobinAI references (#10737)
- Fixed Firecrawl webhook payloads to ensure proper data handling and
delivery.
- Removed unused Robin AI code to improve codebase cleanliness and
maintainability.
- Implement authentication for the Firecrawl endpoint to improve
security. A key is generated to secure the webhook URLs from FireCrawl.

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-01-22 18:14:25 -08:00
Shivam Mishra
3b366f43e6 feat: setup captain limits (#10713)
This pull request introduces several changes to implement and manage
usage limits for the Captain AI service. The key changes include adding
configuration for plan limits, updating error messages, modifying
controllers and models to handle usage limits, and updating tests to
ensure the new functionality works correctly.

## Implementation Checklist

- [x] Ability to configure captain limits per check
- [x] Update response for `usage_limits` to include captain limits
- [x] Methods to increment or reset captain responses limits in the
`limits` column for the `Account` model
- [x] Check documents limit using a count query
- [x] Ensure Captain hand-off if a limit is reached
- [x] Ensure limits are enforced for Copilot Chat
- [x] Ensure limits are reset when stripe webhook comes in 
- [x] Increment usage for FAQ generation and Contact notes
- [x] Ensure documents limit is enforced

These changes ensure that the Captain AI service operates within the defined usage limits for different subscription plans, providing appropriate error messages and handling when limits are exceeded.
2025-01-23 01:23:18 +05:30
Pranav
3a950dbdbb fix: Use documentable instead of document (#10743)
Fixes
https://linear.app/chatwoot/issue/CW-3950/nomethoderror-undefined-method-document-for-an-instance-of
2025-01-21 19:43:20 -08:00
Shivam Mishra
451c28a7a1 feat: add prompt suggestions and June events (#10726)
This PR adds the following two features

1. Prompt suggestions to get started with Copilot Chat
2. June events for each action

![CleanShot 2025-01-20 at 21 00
52@2x](https://github.com/user-attachments/assets/d73e7982-0f78-4d85-873e-da2c16762688)

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-01-21 22:52:42 +05:30
Pranav
0b4028b95d feat: Add support for the references in FAQs (#10699)
Currently, it’s unclear whether an FAQ item is generated from a
document, derived from a conversation, or added manually.

This PR resolves the issue by providing visibility into the source of
each FAQ. Users can now see whether an FAQ was generated or manually
added and, if applicable, by whom.

- Move the document_id to a polymorphic relation (documentable).
- Updated the APIs to accommodate the change.
- Update the service to add corresponding references. 
- Updated the specs.

<img width="1007" alt="Screenshot 2025-01-15 at 11 27 56 PM"
src="https://github.com/user-attachments/assets/7d58f798-19c0-4407-b3e2-748a919d14af"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-16 15:27:30 +05:30
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
Sojan
377fb5c3b9 Bump version to 3.13.0 2024-09-17 16:46:02 -07:00
Sojan Jose
58e78621ba chore: Custom Roles to manage permissions [ UI ] (#9865)
In admin settings, this Pr will add the UI for managing custom roles (
ref: https://github.com/chatwoot/chatwoot/pull/9995 ). It also handles
the routing logic changes to accommodate fine-tuned permissions.

---------

Co-authored-by: Pranav <pranavrajs@gmail.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>
2024-09-17 11:40:11 -07:00
Shivam Mishra
3489783cb8 feat: add domain blocklist feature (#10016)
Co-authored-by: Pranav <pranav@chatwoot.com>
2024-08-26 13:05:36 +05:30
Sojan Jose
b61ad6e41a feat: Add APIs to manage custom roles in Chatwoot (#9995)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-23 17:18:28 +05:30
Muhsin Keloth
eb6de74269 fix: OpenAPI label suggestion response payload (#10008) 2024-08-22 15:32:33 +05:30
Muhsin Keloth
429d281501 fix: Handle OpenAI API errors (#9560) 2024-08-22 10:24:13 +05:30
Sojan Jose
cb4ad28a13 chore: Auto resolution job for captain (#9898)
- Add a conversation auto-resolution job for the captain integration
2024-08-06 16:15:11 -07:00
Sojan Jose
829bb842fd feat: Generate SSO URL in Chatwoot, move Captain to primary tab (#9871)
- Generate SSO URL in Chatwoot, move Captain to the primary tab

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-01 19:22:34 -07:00
Shivam Mishra
616e3a8092 feat: allow setting dashboard scripts from super_admin (#9514)
This PR allows setting scripts for `vueapp.html.erb` via super admin
config. This PR has the following changes

1. Allow `DASHBOARD_SCRIPTS` in internal config
2. Remove existing scripts from `vueapp.html.erb`
3. Add scripts from `GlobalConfig` to `vueapp.html.erb`

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-05-23 14:30:41 +05:30
Shivam Mishra
f6650b5025 feat: move Azure config to installation_config (#9481)
This PR has the following changes

1. Add `AZURE_APP_ID` and `AZURE_APP_SECRET` to installation config
2. Add Microsoft config to `super_admin/features.yml`
3. Replace usage of `ENV.fetch` with `GlobalConfigService.load` for
fetch App ID and Secret
2024-05-20 11:52:42 +05:30
Sojan Jose
07e33fd98a chore: Switch models to gpt-4o (#9458)
- Switch model to gpt-4o from gpt-4-turbo
2024-05-13 13:32:11 -07:00
Shivam Mishra
eff24c0d71 feat: allow feature plan map in super admin (#9318)
- Add subscribed_features method in models/enterprise/account and include it in the JSON response
2024-05-08 22:58:46 -07:00
Sojan Jose
3a1299520c chore: Enable plan reconcile in self hosted (#9357)
This PR will revert the premium config in self hosted instances to its original state if any unauthorised modifications are made.
2024-05-08 14:26:00 -07:00
Pranav
ffd47081bd chore(cleanup): Delete sentiment feature (#9304)
- The feature is unused, removing it for now, will bring it back with better models later.
2024-04-25 22:49:10 -07:00
Sojan Jose
60b355b500 fix: Avoid vector search if query is not present in the params (#9265) 2024-04-19 14:50:49 -07:00
Sojan Jose
d12c38c344 chore: Move embedding generation to sidekiq (#9238)
chore: Move embedding generation to a job
2024-04-16 09:43:16 -07:00
Sojan Jose
db87cde09e chore: Fix typo in help center embedding search helper (#9237)
chore: fix typo in helpcenter embedding search helper
2024-04-15 17:54:52 -07:00
Sojan Jose
42a457ff5d feat: Use embeddings in help center search (#9227) 2024-04-15 16:35:23 -07:00
Sivin Varghese
3b6ae772bf feat: SLA report filter (#9218)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-04-12 11:03:18 +05:30
Muhsin Keloth
1038d1500e feat: SLA reports view (#9189)
* feat: SLA report table


* feat: Add SLA popover card

* feat: Update popover position

* feat: Add loader

* Update SLACardLabel.vue

* feat: Update column order

* chore: fix conditions

* Update SLATable.vue

* chore: enable reports in ui

* chore: Revamp report SLA apis

* chore: revert download method

* chore: improve the code

* Update enterprise/app/views/api/v1/accounts/applied_slas/download.csv.erb

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* chore: style fixes

* chore: fix specs

* feat: Add number of conversations

* chore: review comments

* fix: translation

* Update app/javascript/dashboard/i18n/locale/en/report.json

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* Update app/javascript/dashboard/i18n/locale/en/report.json

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* Update app/javascript/dashboard/i18n/locale/en/report.json

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* Update SLAReportItem.vue

* Update report.json

* Update package.json

* chore: review comments

* chore: remove unused translation

* feat: Add TableHeaderCell component

* chore: more review fixes

* Update app/javascript/dashboard/components/widgets/TableHeaderCell.vue

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>

* Update TableHeaderCell.vue

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2024-04-09 10:14:36 +10:00
Vishnu Narayanan
fa3bc05d3d chore: fix sla email notifications (#9192)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-04-04 21:16:49 +05:30
Sivin Varghese
e49ef773d8 feat: UI to show the SLA threshold in chat screen (#9146)
- UI will show the breach in the conversation list.
- UI will show the breach in the conversation header.

Fixes: https://linear.app/chatwoot/issue/CW-3146/update-the-ui-to-show-the-breach-in-the-conversation-list
Fixes: https://linear.app/chatwoot/issue/CW-3144/ui-update-to-show-the-breachgoing-to-breach
2024-04-04 15:46:46 +05:30
Sojan Jose
4e28481f27 feat: Conversation API to return applied_sla and sla_events (#9174)
* chore: Add sla_events to push_event_data

* chore: Return SLA details in the API

* chore: feature lock sla push event data

* Update _conversation.json.jbuilder

* chore: rubocop fixes
2024-04-01 23:30:07 +05:30
Vishnu Narayanan
16282f6a66 feat: Add push/email notification support for SLA (#9140)
* feat: update SLA evaluation logic

* Update enterprise/app/services/sla/evaluate_applied_sla_service.rb

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>

* chore: refactor spec to bring down expecations in a single block

* chore: fix process_account_applied_sla spec

* chore: add spec to test multiple nrt misses

* feat: persist sla notifications

* feat: revert persist sla notifications

* feat: add SLA push/email notification support

* chore: refactor sla_status to include active_with_misses

* chore: add support for sla push/email notifications

* chore: refactor

* chore: add liquid templates

* chore: add spec for liquid templates

* chore: add spec for sla email notifications

* chore: add spec for SlaPolicyDrop

* chore: refactor to ee namespace

* chore: set enterprise test type to mailer

* feat: enable sla notification settings only if SLA enabled

* chore: refactor

* chore: fix spec

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-03-29 20:27:21 +11:00
Vishnu Narayanan
6956436a76 feat: refactor SLA evaluation logic (#9133)
* feat: update SLA evaluation logic

* chore: handle nrt

* chore: handle applied_sla status

* chore: refactor spec to bring down expecations in a single block

* chore: fix process_account_applied_sla spec

* chore: add spec to test multiple nrt misses

* feat: persist sla notifications

* feat: revert persist sla notifications

* chore: refactor sla_status to include active_with_misses

* chore: refactor spec

* Update evaluate_applied_sla_service.rb

* minor refactors

* clean up

* move notification related spec

* chore: refactor notifications spec to sla_event model

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-03-29 02:01:43 +11:00
Shivam Mishra
d1dd319091 feat: API to download breached conversations (#9150)
* feat: add download conversations endpoint

* feat: template for conversation list download

* feat: setup download API and tests

* chore: revert formatting change

* feat: rename download method

* feat: rename template

* feat: include sla_policy table in download query

* refactor: add nil safety to assignee

* chore: Update en.yml

* fix: remove applied_sla relation
2024-03-26 09:22:49 +05:30
Muhsin Keloth
48452a42f4 feat: Add SLA metrics API (#9132) 2024-03-25 12:24:43 +05:30
Vishnu Narayanan
b017d05ed9 feat: add sla events table (#9126)
* feat: add sla events table

* chore: refactor to EE namespace

* chore: refactor

* chore: fix spec

* chore: add references to account,inbox,sla_policy

* chore: update specs

* chore: update spec to check backfilling id's

* Update spec/enterprise/models/sla_event_spec.rb
2024-03-20 11:59:37 +05:30
Sojan Jose
3dae3ff3ad feat: Conversation update API for sla_policy_id (#8973)
- Add an endpoint for updating conversation attributes (priority / sla_policy_id )
- Swagger spec
- minor chores around the conversation API/spec

Fixes: https://linear.app/chatwoot/issue/CW-2100/feat-backend-api-to-update-the-sla-of-a-conversation
2024-03-14 17:22:32 +05:30
Vishnu Narayanan
aaf70cf1cf feat: add push notification when SLA missed (#9078)
* feat: add push notification when SLA missed

* chore: sent notification only for inbox members

* feat: add conv particpants+admins to SLA notification list

* chore: add spec to ensure notification is created

* chore: refactor to multiple alerts for SLA conditions

* chore: add sla_policy as secondary_actor in notification
2024-03-11 21:49:41 +05:30
Sojan Jose
81060a72a4 feat: Improve reply suggestions using help center articles (#9026) 2024-03-03 20:25:19 -08:00
Sojan Jose
41e269e873 feat(ee): Add reporting events for bots (#9027)
Added a new event conversation_bot_resolved and added a job to auto resolve the bot conversations if there was no activity for the last 1 hour.
2024-02-27 14:53:28 -08:00
Sojan Jose
773be6f8ec feat: Interface to validate response_source (#8894)
- This PR adds a UI to validate the response source quality quickly. It also helps to test with sample questions and update responses in the database when missing.

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2024-02-26 20:20:12 +05:30
Vishnu Narayanan
cc47ccaa2c feat(ee): Add SLA management UI (#8777)
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>
2024-02-20 23:03:22 -08:00
Vishnu Narayanan
23230e0143 feat: sla-7 ensure applied_sla uniqueness (#8938)
* feat: refactor fetching sla in action service

* chore: modify spec

* chore: ensure applied_sla uniqueness

* chore: review fixes

* feat: add unique index on applied_sla

* chore: fix spec

* chore: add new specs to improve coverage

* chore: improve spec

* Update spec/enterprise/services/enterprise/action_service_spec.rb

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-02-20 21:59:49 +05:30
Vishnu Narayanan
f92cea144c feat(perf): sla-9 improve perf of TriggerSlasForAccountsJob (#8953)
* feat: improve perf of TriggerSlasForAccountsJob
2024-02-20 21:54:37 +05:30
Nithin David Thomas
721a2f5052 feat: API changes to support multi step user signup (#8933)
-API Changes to support the new onboarding flow 

Co-authored-by: Sojan <sojan@pepalo.com>
2024-02-20 16:48:51 +05:30
Shivam Mishra
657843960c feat: account onboarding with clearbit (#8857)
* feat: add clearbit lookup

* chore: fix typo in .env.example

* refactor: split lookup to reduce cognitive complexity

* feat: add more fields to lookup

* feat: extend accounts controller

* feat: save extra data to custom_attributes

* feat: allow v2 update with custom_attributes

* feat: add update route

* refactor: reduce complexity

* feat: move update to v1 controller

* test: add locale test

* feat: remove update from routes

* test: update API for custom attributes

* test: all custom attributes

* fix: v2 tests

* test: enterprise accounts controller

* fix: clearbit payload

* fix: with modified env

* feat: allow custom attributes updates to profile

* refactor: reduce complexity

* feat: allow clearbit api key in installation config

* refactor: move clearbit to internal

* feat: allow clearbit

* chore: add display_title for June

* feat: allow more internal options

* refactor: use globalconfig to fetch clearbit token

* test: move response body to a factory

* refactor: update ops

* chore: remove clearbit from .env.example

* chore: apply suggestions from code review

Co-authored-by: sojan-official <sojan@chatwoot.com>

---------

Co-authored-by: sojan-official <sojan@chatwoot.com>
2024-02-12 23:21:42 +05:30