Commit Graph

27 Commits

Author SHA1 Message Date
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
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
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 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
Sojan Jose
f6d7f3b665 fix: assignee_changed callback not getting triggered during conversation creation (#9334)
The reload method in our callback was refreshing the object and hence the saved_change_to_assignee_id? Method wasn't working in the following callbacks.

This impacted the listeners subscribing to the event `ASSIGNEE_CHANGE`, `TEAM_CHANGE` etc
2024-05-06 11:48:17 -07:00
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
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
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
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
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
Vishnu Narayanan
c1d07a5471 feat: Add sidekiq jobs to monitor applied SLAs (#8828)
Fixes: https://linear.app/chatwoot/issue/CW-2983/sidekiq-jobservice-to-monitor-sla-breach

Co-authored-by: Sojan <sojan@pepalo.com>
2024-02-07 21:44:56 +04:00
Vishnu Narayanan
b8047f0912 feat: sla-2 add automation backend support for SLA (#8775)
* feat: add automation support for SLA

* feat: add sla action in automtion UI

* chore: revert frontend changes

* chore: refactor to ee namespace

* chore: refactor automation rule to ee namespace

* feat: create applied_sla table entry

* chore: add applied_sla spec

* chore: rubocop fixes

---------

Co-authored-by: Sojan <sojan@pepalo.com>
2024-02-01 15:42:12 +05:30
Sojan Jose
390cd756e8 chore: Reorganize the installation config settings (#8794)
- Reorganizing installation config settings to move more configurations into UI from environment variables
- Changes to installation config to support premium plans in the enterprise edition
- Fixes the broken premium indicator in account/show and accounts/edit page
2024-01-31 16:48:42 +04:00
Sojan Jose
7b09b02737 chore: Fix trigger message for response Bot (#8322)
- Fix the bug where wrong messages was used to search response sources
2023-11-08 17:02:48 -08:00
Sojan Jose
72ba429159 fix: Show sources in bot response only if documents are present (#8055)
- show sources section in bot only based on appropriate conditions
2023-10-05 00:11:01 -07:00
Sojan Jose
6f19546c3c feat: Add article messages along with bot responses (#7993)
ref: https://linear.app/chatwoot/issue/CW-2464/bot-should-also-return-links-to-the-information
2023-10-04 15:40:59 -07:00
Sojan Jose
647161121e chore: pass to agent if there is error parsing json (#7990)
- GPT bot should pass the conversation to the agent if AI returns invalid json or any other error
2023-09-26 21:05:21 -07:00
Sojan Jose
d06cf27800 chore: Specs for pageCrawler Service (#7632) 2023-08-04 15:44:51 -07:00
Shivam Mishra
237358af24 refactor: use as_json for formatting the string (#7332) 2023-06-19 13:33:48 +05:30
Shivam Mishra
e8a27bea4b feat: Add APIs for limit check in accounts (#7242) 2023-06-15 20:11:40 -07:00
Tejaswini Chile
c8041392dc feat: Enable features on successful subscription (#6953)
* feat: Enable features on successful subscription

* fix: Add specs

* disable features for default plan

* Remove mark as cloud customers

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Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2023-05-01 14:58:39 -07:00
Sojan Jose
8acba37baf chore: Add specs for stripe Webhooks endpoint (#5087) 2022-07-22 11:46:31 +02:00
Pranav Raj S
7fc0d166e8 feat: Allow SaaS users to manage subscription within the dashboard (#5059) 2022-07-19 19:04:17 +05:30