feat: allow copilot use without connecting an inbox (#10992)

This PR allows Copilot to be used without connecting the Captain assistant to an inbox. Currently, if Captain is enabled on an account, it takes over conversations and responds directly to users. This PR enables the use of Captain as a Copilot without allowing it to respond to users. Additionally, it allows using a different assistant for Copilot instead of the default Captain assistant.

The selection logic for the Copilot assistant follows this order of preference:

- If the user has selected a specific assistant, it takes first preference for Copilot.
- If the above is not available, the assistant connected to the inbox takes preference.
- If neither of the above is available, the first assistant in the account takes preference.

app/javascript/dashboard/api/inbox/conversation.js

@@ -137,6 +137,10 @@ class ConversationApi extends ApiClient {
   requestCopilot(conversationId, body) {
     return axios.post(`${this.url}/${conversationId}/copilot`, body);
   }
+
+  getInboxAssistant(conversationId) {
+    return axios.get(`${this.url}/${conversationId}/inbox_assistant`);
+  }
 }
 
 export default new ConversationApi();

app/javascript/dashboard/components-next/copilot/Copilot.vue

@@ -7,6 +7,7 @@ import CopilotInput from './CopilotInput.vue';
 import CopilotLoader from './CopilotLoader.vue';
 import CopilotAgentMessage from './CopilotAgentMessage.vue';
 import CopilotAssistantMessage from './CopilotAssistantMessage.vue';
+import ToggleCopilotAssistant from './ToggleCopilotAssistant.vue';
 import Icon from '../icon/Icon.vue';
 
 const props = defineProps({
@@ -26,9 +27,17 @@ const props = defineProps({
     type: String,
     required: true,
   },
+  assistants: {
+    type: Array,
+    default: () => [],
+  },
+  activeAssistant: {
+    type: Object,
+    default: () => ({}),
+  },
 });
 
-const emit = defineEmits(['sendMessage', 'reset']);
+const emit = defineEmits(['sendMessage', 'reset', 'setAssistant']);
 
 const COPILOT_USER_ROLES = ['assistant', 'system'];
 
@@ -97,14 +106,18 @@ watch(
 
       <CopilotLoader v-if="isCaptainTyping" />
     </div>
-    <div>
+
-      <div v-if="!messages.length" class="flex-1 px-3 py-3 space-y-1">
+    <div
+      v-if="!messages.length"
+      class="h-full w-full flex items-center justify-center"
+    >
+      <div class="h-fit px-3 py-3 space-y-1">
         <span class="text-xs text-n-slate-10">
           {{ $t('COPILOT.TRY_THESE_PROMPTS') }}
         </span>
         <button
           v-for="prompt in promptOptions"
-          :key="prompt"
+          :key="prompt.label"
           class="px-2 py-1 rounded-md border border-n-weak bg-n-slate-2 text-n-slate-11 flex items-center gap-1"
           @click="() => useSuggestion(prompt)"
         >
@@ -112,7 +125,17 @@ watch(
           <Icon icon="i-lucide-chevron-right" />
         </button>
       </div>
-      <div class="mx-3 mt-px mb-2 flex flex-col items-end flex-1">
+    </div>
+
+    <div class="mx-3 mt-px mb-2">
+      <div class="flex items-center gap-2 justify-between w-full mb-1">
+        <ToggleCopilotAssistant
+          v-if="assistants.length"
+          :assistants="assistants"
+          :active-assistant="activeAssistant"
+          @set-assistant="$event => emit('setAssistant', $event)"
+        />
+        <div v-else />
         <button
           v-if="messages.length"
           class="text-xs flex items-center gap-1 hover:underline"
@@ -121,8 +144,8 @@ watch(
           <i class="i-lucide-refresh-ccw" />
           <span>{{ $t('CAPTAIN.COPILOT.RESET') }}</span>
         </button>
-        <CopilotInput class="mb-1 flex-1 w-full" @send="sendMessage" />
       </div>
+      <CopilotInput class="mb-1 w-full" @send="sendMessage" />
     </div>
   </div>
 </template>

app/javascript/dashboard/components-next/copilot/ToggleCopilotAssistant.vue

@@ -0,0 +1,81 @@
+<script setup>
+import { computed } from 'vue';
+import { useI18n } from 'vue-i18n';
+
+import Button from 'dashboard/components-next/button/Button.vue';
+import DropdownContainer from 'next/dropdown-menu/base/DropdownContainer.vue';
+import DropdownSection from 'next/dropdown-menu/base/DropdownSection.vue';
+import DropdownBody from 'next/dropdown-menu/base/DropdownBody.vue';
+import DropdownItem from 'next/dropdown-menu/base/DropdownItem.vue';
+
+const props = defineProps({
+  assistants: {
+    type: Array,
+    required: true,
+  },
+  activeAssistant: {
+    type: Object,
+    required: true,
+  },
+});
+
+const emit = defineEmits(['setAssistant']);
+
+const { t } = useI18n();
+
+const activeAssistantLabel = computed(() => {
+  return props.activeAssistant
+    ? props.activeAssistant.name
+    : t('CAPTAIN.COPILOT.SELECT_ASSISTANT');
+});
+</script>
+
+<template>
+  <div>
+    <DropdownContainer>
+      <template #trigger="{ toggle, isOpen }">
+        <Button
+          :label="activeAssistantLabel"
+          icon="i-woot-captain"
+          ghost
+          slate
+          xs
+          :class="{ 'bg-n-alpha-2': isOpen }"
+          @click="toggle"
+        />
+      </template>
+      <DropdownBody class="bottom-9 min-w-64 z-50" strong>
+        <DropdownSection class="max-h-80 overflow-scroll">
+          <DropdownItem
+            v-for="assistant in assistants"
+            :key="assistant.id"
+            class="!items-start !gap-1 flex-col cursor-pointer"
+            @click="() => emit('setAssistant', assistant)"
+          >
+            <template #label>
+              <div class="flex gap-1 justify-between w-full">
+                <div class="items-start flex gap-1 flex-col">
+                  <span class="text-n-slate-12 text-sm">
+                    {{ assistant.name }}
+                  </span>
+                  <span class="line-clamp-2 text-n-slate-11 text-xs">
+                    {{ assistant.description }}
+                  </span>
+                </div>
+
+                <div
+                  v-if="assistant.id === activeAssistant?.id"
+                  class="flex items-center justify-center flex-shrink-0 w-4 h-4 rounded-full bg-n-slate-12 dark:bg-n-slate-11"
+                >
+                  <i
+                    class="i-lucide-check text-white dark:text-n-slate-1 size-3"
+                  />
+                </div>
+              </div>
+            </template>
+          </DropdownItem>
+        </DropdownSection>
+      </DropdownBody>
+    </DropdownContainer>
+  </div>
+</template>

app/javascript/dashboard/components-next/dropdown-menu/base/DropdownBody.vue

@@ -19,7 +19,7 @@ const beforeClass = computed(() => {
 
   // Add extra blur layer only when strong prop is true, as a hack for Chrome's stacked backdrop-blur limitation
   // https://issues.chromium.org/issues/40835530
-  return "before:content-['\x00A0'] before:absolute before:bottom-0 before:left-0 before:w-full before:h-full before:backdrop-contrast-70 before:backdrop-blur-sm before:z-0 [&>*]:relative";
+  return "before:content-['\x00A0'] before:absolute before:bottom-0 before:left-0 before:w-full before:h-full before:rounded-xl before:backdrop-contrast-70 before:backdrop-blur-sm before:z-0 [&>*]:relative";
 });
 </script>
 

app/javascript/dashboard/components/copilot/CopilotContainer.vue

@@ -1,8 +1,11 @@
 <script setup>
+import { ref, computed, onMounted, watchEffect } from 'vue';
+import { useStore } from 'dashboard/composables/store';
 import Copilot from 'dashboard/components-next/copilot/Copilot.vue';
 import ConversationAPI from 'dashboard/api/inbox/conversation';
 import { useMapGetter } from 'dashboard/composables/store';
-import { ref } from 'vue';
+import { useUISettings } from 'dashboard/composables/useUISettings';
+
 const props = defineProps({
   conversationId: {
     type: [Number, String],
@@ -13,10 +16,44 @@ const props = defineProps({
     required: true,
   },
 });
-const currentUser = useMapGetter('getCurrentUser');
-const messages = ref([]);
 
+const store = useStore();
+const currentUser = useMapGetter('getCurrentUser');
+const assistants = useMapGetter('captainAssistants/getRecords');
+const inboxAssistant = useMapGetter('getCopilotAssistant');
+const { uiSettings, updateUISettings } = useUISettings();
+
+const messages = ref([]);
 const isCaptainTyping = ref(false);
+const selectedAssistantId = ref(null);
+
+const activeAssistant = computed(() => {
+  const preferredId = uiSettings.value.preferred_captain_assistant_id;
+
+  // If the user has selected a specific assistant, it takes first preference for Copilot.
+  if (preferredId) {
+    const preferredAssistant = assistants.value.find(a => a.id === preferredId);
+    // Return the preferred assistant if found, otherwise continue to next cases
+    if (preferredAssistant) return preferredAssistant;
+  }
+
+  // If the above is not available, the assistant connected to the inbox takes preference.
+  if (inboxAssistant.value) {
+    const inboxMatchedAssistant = assistants.value.find(
+      a => a.id === inboxAssistant.value.id
+    );
+    if (inboxMatchedAssistant) return inboxMatchedAssistant;
+  }
+  // If neither of the above is available, the first assistant in the account takes preference.
+  return assistants.value[0];
+});
+
+const setAssistant = async assistant => {
+  selectedAssistantId.value = assistant.id;
+  await updateUISettings({
+    preferred_captain_assistant_id: assistant.id,
+  });
+};
 
 const handleReset = () => {
   messages.value = [];
@@ -42,7 +79,7 @@ const sendMessage = async message => {
           }))
           .slice(0, -1),
         message,
-        assistant_id: 16,
+        assistant_id: selectedAssistantId.value,
       }
     );
     messages.value.push({
@@ -57,6 +94,17 @@ const sendMessage = async message => {
     isCaptainTyping.value = false;
   }
 };
+
+onMounted(() => {
+  store.dispatch('captainAssistants/get');
+});
+
+watchEffect(() => {
+  if (props.conversationId) {
+    store.dispatch('getInboxCaptainAssistantById', props.conversationId);
+    selectedAssistantId.value = activeAssistant.value?.id;
+  }
+});
 </script>
 
 <template>
@@ -65,6 +113,9 @@ const sendMessage = async message => {
     :support-agent="currentUser"
     :is-captain-typing="isCaptainTyping"
     :conversation-inbox-type="conversationInboxType"
+    :assistants="assistants"
+    :active-assistant="activeAssistant"
+    @set-assistant="setAssistant"
     @send-message="sendMessage"
     @reset="handleReset"
   />

app/javascript/dashboard/i18n/locale/en/integrations.json

@@ -313,7 +313,8 @@
       "LOADER": "Captain is thinking",
       "YOU": "You",
       "USE": "Use this",
-      "RESET": "Reset"
+      "RESET": "Reset",
+      "SELECT_ASSISTANT": "Select Assistant"
     },
     "PAYWALL": {
       "TITLE": "Upgrade to use Captain AI",

app/javascript/dashboard/store/modules/conversations/actions.js

@@ -489,6 +489,15 @@ const actions = {
     commit(types.SET_CONTEXT_MENU_CHAT_ID, chatId);
   },
 
+  getInboxCaptainAssistantById: async ({ commit }, conversationId) => {
+    try {
+      const response = await ConversationApi.getInboxAssistant(conversationId);
+      commit(types.SET_INBOX_CAPTAIN_ASSISTANT, response.data);
+    } catch (error) {
+      // Handle error
+    }
+  },
+
   ...messageReadActions,
   ...messageTranslateActions,
 };

app/javascript/dashboard/store/modules/conversations/getters.js

@@ -108,6 +108,10 @@ const getters = {
   getContextMenuChatId: _state => {
     return _state.contextMenuChatId;
   },
+
+  getCopilotAssistant: _state => {
+    return _state.copilotAssistant;
+  },
 };
 
 export default getters;

app/javascript/dashboard/store/modules/conversations/index.js

@@ -21,6 +21,7 @@ const state = {
   conversationLastSeen: null,
   syncConversationsMessages: {},
   conversationFilters: {},
+  copilotAssistant: {},
 };
 
 // mutations
@@ -309,6 +310,9 @@ export const mutations = {
   [types.UPDATE_CHAT_LIST_FILTERS](_state, data) {
     _state.conversationFilters = { ..._state.conversationFilters, ...data };
   },
+  [types.SET_INBOX_CAPTAIN_ASSISTANT](_state, data) {
+    _state.copilotAssistant = data.assistant;
+  },
 };
 
 export default {

app/javascript/dashboard/store/modules/specs/conversations/actions.spec.js

@@ -687,4 +687,23 @@ describe('#addMentions', () => {
       ]);
     });
   });
+
+  describe('#getInboxCaptainAssistantById', () => {
+    it('fetches inbox assistant by id', async () => {
+      axios.get.mockResolvedValue({
+        data: {
+          id: 1,
+          name: 'Assistant',
+          description: 'Assistant description',
+        },
+      });
+      await actions.getInboxCaptainAssistantById({ commit }, 1);
+      expect(commit.mock.calls).toEqual([
+        [
+          types.SET_INBOX_CAPTAIN_ASSISTANT,
+          { id: 1, name: 'Assistant', description: 'Assistant description' },
+        ],
+      ]);
+    });
+  });
 });

app/javascript/dashboard/store/modules/specs/conversations/getters.spec.js

@@ -308,4 +308,21 @@ describe('#getters', () => {
       });
     });
   });
+
+  describe('#getCopilotAssistant', () => {
+    it('get copilot assistant', () => {
+      const state = {
+        copilotAssistant: {
+          id: 1,
+          name: 'Assistant',
+          description: 'Assistant description',
+        },
+      };
+      expect(getters.getCopilotAssistant(state)).toEqual({
+        id: 1,
+        name: 'Assistant',
+        description: 'Assistant description',
+      });
+    });
+  });
 });

app/javascript/dashboard/store/modules/specs/conversations/mutations.spec.js

@@ -1,3 +1,4 @@
+import { describe } from 'vitest';
 import types from '../../../mutation-types';
 import { mutations } from '../../conversations';
 
@@ -553,4 +554,19 @@ describe('#mutations', () => {
       });
     });
   });
+
+  describe('#SET_INBOX_CAPTAIN_ASSISTANT', () => {
+    it('set inbox captain assistant', () => {
+      const state = { copilotAssistant: {} };
+      const data = {
+        assistant: {
+          id: 1,
+          name: 'Assistant',
+          description: 'Assistant description',
+        },
+      };
+      mutations[types.SET_INBOX_CAPTAIN_ASSISTANT](state, data);
+      expect(state.copilotAssistant).toEqual(data.assistant);
+    });
+  });
 });

app/javascript/dashboard/store/mutation-types.js

@@ -64,6 +64,9 @@ export default {
   SET_CHAT_LIST_FILTERS: 'SET_CHAT_LIST_FILTERS',
   UPDATE_CHAT_LIST_FILTERS: 'UPDATE_CHAT_LIST_FILTERS',
 
+  // Conversation inbox connected copilot assistant
+  SET_INBOX_CAPTAIN_ASSISTANT: 'SET_INBOX_CAPTAIN_ASSISTANT',
+
   // Inboxes
   SET_INBOXES_UI_FLAG: 'SET_INBOXES_UI_FLAG',
   SET_INBOXES: 'SET_INBOXES',

config/routes.rb

@@ -119,6 +119,7 @@ Rails.application.routes.draw do
               post :custom_attributes
               get :attachments
               post :copilot
+              get :inbox_assistant
             end
           end
 

enterprise/app/controllers/enterprise/api/v1/accounts/conversations_controller.rb

@@ -5,9 +5,17 @@ module Enterprise::Api::V1::Accounts::ConversationsController
   end
 
   def copilot
-    assistant = @conversation.inbox.captain_assistant
+    # First try to get the user's preferred assistant from UI settings or from the request
+    assistant_id = copilot_params[:assistant_id] || current_user.ui_settings&.dig('preferred_captain_assistant_id')
+
+    # Find the assistant either by ID or from inbox
+    assistant = if assistant_id.present?
+                  Captain::Assistant.find_by(id: assistant_id, account_id: Current.account.id)
+                else
+                  @conversation.inbox.captain_assistant
+                end
+
     return render json: { message: I18n.t('captain.copilot_error') } unless assistant
-    return render json: { message: I18n.t('captain.copilot_limit') } unless @conversation.inbox.captain_active?
 
     response = Captain::Copilot::ChatService.new(
       assistant,
@@ -18,6 +26,16 @@ module Enterprise::Api::V1::Accounts::ConversationsController
     render json: { message: response['response'] }
   end
 
+  def inbox_assistant
+    assistant = @conversation.inbox.captain_assistant
+
+    if assistant
+      render json: { assistant: { id: assistant.id, name: assistant.name } }
+    else
+      render json: { assistant: nil }
+    end
+  end
+
   def permitted_update_params
     super.merge(params.permit(:sla_policy_id))
   end