Commit Graph

57 Commits

Author SHA1 Message Date
Muhsin Keloth
068538e3d6 feat: Setup posthog analytics (#12291)
- Replace June.so analytics with PostHog integration
- Maintain existing analytics API interface for seamless migration
- Remove all the June references

_June.so is shutting down their service, requiring migration to an
alternative analytics provider. PostHog was chosen as the replacement
due to its robust feature set and similar API structure._
2025-08-27 09:10:06 +05:30
YashRaj
be721c2b50 feat: add config for embedding model (#12120)
This PR adds the ability to modify the embedding model used by Captain
AI.Previously, the embedding model was hardcoded which led to errors when
you used a different API provider which did not support that specific
embedding model.

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-08-25 11:33:00 +05:30
Petterson
fd28ed8d83 feat: add support to embedded whatsapp coexistence method (#12108)
This update adds support to the coexistence method to Embedded Whatsapp,
allowing users to add their existing whatsapp business number in order
to use it in both places(chatwoot and whatsapp business) at the same
time.

This update require some changes in the permissions for the Meta App, as
described in the Meta Oficial Docs, I'll leave this listed below:

- **history** — describes past messages the business customer has
sent/received
- **smb_app_state_sync** — describes the business customer's current and
new contacts
- **smb_message_echoes** — describes any new messages the business
customer sends with the WhatsApp Business app after having been
onboarded

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2025-08-08 18:28:50 +05:30
Shivam Mishra
441cc065ae feat: add config for OpenAI endpoint (#12051)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-29 09:44:50 +05:30
Pranav
420be64c45 chore: Automate SSL with Cloudflare (#12021)
This PR adds support for automatic SSL issuance using Cloudflare when a
custom domain is updated.

- Introduced a cloudflare configuration. If present, the system will
attempt to issue an SSL certificate via Cloudflare whenever a custom
domain is added or changed.
- SSL verification is handled using an HTTP challenge.
- The job will store the HTTP challenge response provided by Cloudflare
and serve it under the /.well-known/cf path automatically.

How to test:

- Create a Cloudflare zone for your domain and copy the Zone ID.
- Generate a Cloudflare API token with the required SSL certificate
permissions.
- Set the Fallback Origin under SSL -> Custom HostName to the Chatwoot
installation.
- Add or update a custom domain and verify that the SSL certificate is
automatically issued.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-24 13:09:06 +04:00
Sojan Jose
13b4fdb34c chore: Add submenu for super admin settings (#11860)
- Improve how settings are rendered in Chatwoot Super admin panel
- Add google settings support 
- show setting for community edition

##  Settings page - community edition
<img width="1702" alt="Screenshot 2025-07-08 at 9 08 03 PM"
src="https://github.com/user-attachments/assets/0434f56f-ea74-44a8-a7b0-8e26fab88093"
/>

## Expanded settings
<img width="1675" alt="Screenshot 2025-07-03 at 2 17 16 AM"
src="https://github.com/user-attachments/assets/3aa1f888-c54a-4b58-896a-0d3e828fa176"
/>

---------

Co-authored-by: Sojan Jose <sojan@Sojans-MacBook-Pro.local>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-15 21:28:39 -07:00
Tanmay Deep Sharma
61d10044a0 feat: Whatsapp embedded signup (#11612)
## Description

This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.

**Key Features:**

- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback


## Required Configuration

The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)

- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
![Screenshot 2025-06-09 at 11 21
08 AM](https://github.com/user-attachments/assets/1615fb0d-27fc-4d9e-b193-9be7894ea93a)


## How Has This Been Tested?

#### Backend Tests (RSpec):

- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention

#### Manual Test Cases:

- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior

## Related Screenshots:

![Screenshot 2025-06-09 at 7 48
18 PM](https://github.com/user-attachments/assets/34001425-df11-4d78-9424-334461e3178f)
![Screenshot 2025-06-09 at 7 48
22 PM](https://github.com/user-attachments/assets/c09f4964-3aba-4c39-9285-d1e8e37d0e33)
![Screenshot 2025-06-09 at 7 48
32 PM](https://github.com/user-attachments/assets/a34d5382-7a91-4e1c-906e-dc2d570c864a)
![Screenshot 2025-06-09 at 10 43
05 AM](https://github.com/user-attachments/assets/a15840d8-8223-4513-82e4-b08f23c95927)
![Screenshot 2025-06-09 at 10 42
56 AM](https://github.com/user-attachments/assets/8c345022-38b5-44c4-aba2-0cda81389c69)


Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-14 21:37:06 -07:00
Pranav
3e993ead0f feat: OG Image in Chatwoot Help Center (#11826)
_Note: This is only available for Cloud version of Chatwoot._



![image](https://github.com/user-attachments/assets/b7d61035-8682-4dbd-9460-4f8546ca6a98)
2025-07-03 12:41:12 -07:00
Shivam Mishra
b26862e3d8 feat: notion OAuth setup (#11765)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-26 19:16:06 +05:30
Sojan Jose
c2d8e2ad77 feat: move Slack config to installation settings (#11548)
- enable Slack Configuration via InstallationConfig
- list Slack integration in super admin settings
2025-05-23 01:07:35 -07:00
Vishnu Narayanan
d40a59f7fa feat: automate account deletion (#11406)
- Automate the deletion of accounts that have requested deletion via
account settings.
- Add a Sidekiq job that runs daily to find accounts that have requested
deletion and have passed the 7-day window.
- This job deletes the account and then soft-deletes users if they do
not belong to any other account.
- This job also sends an email to the Chatwoot instance admin for
compliance purposes.
- The Chatwoot instance admin's email is configurable via the
`CHATWOOT_INSTANCE_ADMIN_EMAIL` global config.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-05-23 12:58:13 +05:30
Muhsin Keloth
7a24672b66 feat: Added the ability to create Instagram channel (#11182)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 13:57:14 +05:30
Pranav
b34c526c51 feat(apps): Shopify Integration (#11101)
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>
2025-03-19 15:37:55 -07:00
Sojan Jose
29158e32fe chore: Logger for non-existent WhatsApp channels (#11064)
- Add a warning logger for cases where we are getting webhook events for
inactive numbers.
- Add config to discard events for inactive numbers so that the meta
will stop sending events

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-03-12 15:50:38 -07:00
Vishnu Narayanan
ed562832a6 feat: add ui element for secrets in superadmin (#11000)
- add secret type for installation_config in the super admin console
- hide tokens by default on the UI

Before
----
<img width="891" alt="image"
src="https://github.com/user-attachments/assets/1c51b3bb-47f9-49bf-bb0d-75b84d8d2eeb"
/>


After
----
<img width="958" alt="image"
src="https://github.com/user-attachments/assets/b7eca1ff-1cc0-4259-9977-6109eb38ad64"
/>

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-03-04 16:51:40 +05:30
Pranav
ecfa6bf6a2 feat: Add support for account abuse detection (#11001)
This PR adds service to automate account abuse detection. Currently
based on the signup name and URL, could potentially add more context
such as usage analysis, message metadata etc.
2025-02-28 15:28:19 -08:00
Muhsin Keloth
ef24eef0b9 feat: move Linear config to installation_config (#10999)
This PR has the following changes

- Add `LINEAR_CLIENT_ID` and `LINEAR_CLIENT_SECRET` to installation
config
- Add Linear config to super_admin/features.yml
- Replace usage of ENV.fetch with GlobalConfigService.load for fetch
Client Id and Secret.
2025-02-28 14:20:27 +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
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
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
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
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
Muhsin Keloth
9046730206 feat: FCM HTTP v1 API changes (#9629)
Fixes https://linear.app/chatwoot/issue/CW-3210/legacy-firebase-changes
2024-06-18 10:38:06 +05:30
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
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
7320957405 chore: Add facebook_api_version to global config (#8965)
- Ability to configure facebook_api_version from global config

Co-authored-by: Pranav <pranav@chatwoot.com>
2024-02-20 15:53:29 +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
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
316cf35795 chore: Add display manifest to whitelabel settings (#8708)
- Adds display manifest to white label settings
- Improve the app config rendering with options for display name and description
2024-01-16 09:50:23 +04:00
Sojan Jose
0b2f539ad0 chore: Update self-hosted billing redirect (#8580) 2023-12-18 16:34:47 -08:00
Nithin David Thomas
f002870c6a feat: Super admin design improvements (#8517)
- Revamp the super admin design
- Introduce a new settings page for support and billing settings
- Move the access tokens into users, agent bots and platform app show pages


Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2023-12-08 19:40:35 -08:00
Pranav Raj S
b57063a8b8 feat: Support dark mode in login pages (#7420)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2023-07-01 07:49:52 +05:30
Pranav Raj S
4f8ce7b597 chore: Add support for dark mode logo (#7378) 2023-06-23 12:06:01 -07:00
Pranav Raj S
6200559123 chore: Update analytics events (#6050) 2022-12-08 20:53:13 -08:00
Fayaz Ahmed
47676c3cce feat: Allow agent-bots to be created from the UI (#4153)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-11-17 22:15:58 -08:00
Pranav Raj S
7fc0d166e8 feat: Allow SaaS users to manage subscription within the dashboard (#5059) 2022-07-19 19:04:17 +05:30
Pranav Raj S
b7606e4dd2 feat: Add native support for CSML in agent_bot API (#4913) 2022-06-23 19:17:46 +05:30
Tejaswini Chile
47a6d9681a feat: send instagram message after 24 hours (#4698)
Added MESSAGE_TAG: HUMAN_AGENT for Instagram messages if the user wants to send it after the standard message window.

Fixes #4689
2022-05-26 19:05:30 +05:30
Pranav Raj S
cc74bebc0f feat: Display Account context in the UI (#4069) 2022-02-25 16:36:36 +05:30
Pranav Raj S
ea44a32758 feat: Add hCaptcha for public forms (#4017)
- added hCaptcha based verification for chatwoot signups

Co-authored-by: Sojan <sojan@pepalo.com>
2022-02-18 20:02:50 +05:30
Tejaswini Chile
94a473c9f8 chore: Delayed deploy of direct uploads (#3966)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-02-15 16:16:54 +05:30
Pranav Raj S
4759730022 feat: Configure Chatwoot & Analytics for SaaS app (#2975)
* feat: Add Chatwoot support inside Chatwoot SaaS
* Fix identity issues with Chatwoot
2021-09-07 23:11:01 +05:30
Pranav Raj S
1ebab21cfa chore: Configure API channel name and thumbnail (#2398) 2021-06-08 00:22:36 +05:30
Pranav Raj S
d4c2a78db6 chore: Add Chatwoot SDK to Chatwoot Dashboard (#1726)
Add Chatwoot SDK to Chatwoot Dashboard
2021-02-08 16:38:35 +05:30
Sony Mathew
5adbc84e0c feat: Remove un-necessary lock attribute in config (#1656) 2021-01-15 13:49:56 +05:30
Sony Mathew
18d3c40fb3 feat: installation config in super admin console (#1641)
* feat: installation config in super admin console

* Added the ability for super admins to view, edit and update
installation config values. Also they can add new isntallation config
values. The impact of editing and adding depends on which all
installation config values are being used in the code.
* Known limitation now: Ability to edit hash values (for eg: feature
flags) are disabled. This requires more work and will be taken up in
a secondary set of changes.
* Minor UX improvement. Clicking on the Sidekiq option in the super
admin siebar will now open the sidekiq dashboard in a new tab rather
than in the same tab that you were using super admin.

* fix: method name fix in custom adminsitrate field

* feat: added locked attribute to global config
* Added the locked attribute to instalaltion config table. Added
necessary migrations. Added changes in config loader.
* Added the changes on the installation config yml
* Locked the account feature defaults in code

* feat: show only editable configs in admin console
* Added a new scope in installation config model
* Added scope in adminstrate controller for installation_config

* fix: new installation config create error
* Fixed the error in new installation config create

* fix: specs coverage
* Added specs for installation config super admin controller

* chore: update git ignore with encrypted config ext
2021-01-15 13:21:53 +05:30
Sojan Jose
2193de9853 chore: General fixes and clean up (#1169) 2020-08-25 23:04:02 +05:30
Pranav Raj S
a16d2c653d Chore: Update mailer to remove hardcoded twitter link (#1103) 2020-07-30 23:58:42 +05:30