feat: new Captain Editor (#13235)

Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>

app/controllers/super_admin/app_configs_controller.rb

@@ -49,7 +49,8 @@ class SuperAdmin::AppConfigsController < SuperAdmin::ApplicationController
       'tiktok' => %w[TIKTOK_APP_ID TIKTOK_APP_SECRET],
       'whatsapp_embedded' => %w[WHATSAPP_APP_ID WHATSAPP_APP_SECRET WHATSAPP_CONFIGURATION_ID WHATSAPP_API_VERSION],
       'notion' => %w[NOTION_CLIENT_ID NOTION_CLIENT_SECRET],
-      'google' => %w[GOOGLE_OAUTH_CLIENT_ID GOOGLE_OAUTH_CLIENT_SECRET GOOGLE_OAUTH_REDIRECT_URI ENABLE_GOOGLE_OAUTH_LOGIN]
+      'google' => %w[GOOGLE_OAUTH_CLIENT_ID GOOGLE_OAUTH_CLIENT_SECRET GOOGLE_OAUTH_REDIRECT_URI ENABLE_GOOGLE_OAUTH_LOGIN],
+      'captain' => %w[CAPTAIN_OPEN_AI_API_KEY CAPTAIN_OPEN_AI_MODEL CAPTAIN_OPEN_AI_ENDPOINT]
     }
 
     @allowed_configs = mapping.fetch(

app/helpers/super_admin/features.yml

@@ -2,13 +2,6 @@
 # No need to replicate the same values in two places
 
 # ------- Premium Features ------- #
-captain:
-  name: 'Captain'
-  description: 'Enable AI-powered conversations with your customers.'
-  enabled: <%= (ChatwootHub.pricing_plan != 'community') %>
-  icon: 'icon-captain'
-  config_key: 'captain'
-  enterprise: true
 saml:
   name: 'SAML SSO'
   description: 'Configuration for controlling SAML Single Sign-On availability'
@@ -48,6 +41,12 @@ help_center:
   description: 'Allow agents to create help center articles and publish them in a portal.'
   enabled: true
   icon: 'icon-book-2-line'
+captain:
+  name: 'Captain'
+  description: 'Enable AI-powered conversations with your customers.'
+  enabled: true
+  icon: 'icon-captain'
+  config_key: 'captain'
 
 # ------- Communication Channels ------- #
 live_chat:

app/javascript/dashboard/api/captain/tasks.js

@@ -0,0 +1,107 @@
+/* global axios */
+import ApiClient from '../ApiClient';
+
+/**
+ * A client for the Captain Tasks API.
+ * @extends ApiClient
+ */
+class TasksAPI extends ApiClient {
+  /**
+   * Creates a new TasksAPI instance.
+   */
+  constructor() {
+    super('captain/tasks', { accountScoped: true });
+  }
+
+  /**
+   * Rewrites content with a specific operation.
+   * @param {Object} options - The rewrite options.
+   * @param {string} options.content - The content to rewrite.
+   * @param {string} options.operation - The rewrite operation (fix_spelling_grammar, casual, professional, etc).
+   * @param {string} [options.conversationId] - The conversation ID for context (required for 'improve').
+   * @param {AbortSignal} [signal] - AbortSignal to cancel the request.
+   * @returns {Promise} A promise that resolves with the rewritten content.
+   */
+  rewrite({ content, operation, conversationId }, signal) {
+    return axios.post(
+      `${this.url}/rewrite`,
+      {
+        content,
+        operation,
+        conversation_display_id: conversationId,
+      },
+      { signal }
+    );
+  }
+
+  /**
+   * Summarizes a conversation.
+   * @param {string} conversationId - The conversation ID to summarize.
+   * @param {AbortSignal} [signal] - AbortSignal to cancel the request.
+   * @returns {Promise} A promise that resolves with the summary.
+   */
+  summarize(conversationId, signal) {
+    return axios.post(
+      `${this.url}/summarize`,
+      {
+        conversation_display_id: conversationId,
+      },
+      { signal }
+    );
+  }
+
+  /**
+   * Gets a reply suggestion for a conversation.
+   * @param {string} conversationId - The conversation ID.
+   * @param {AbortSignal} [signal] - AbortSignal to cancel the request.
+   * @returns {Promise} A promise that resolves with the reply suggestion.
+   */
+  replySuggestion(conversationId, signal) {
+    return axios.post(
+      `${this.url}/reply_suggestion`,
+      {
+        conversation_display_id: conversationId,
+      },
+      { signal }
+    );
+  }
+
+  /**
+   * Gets label suggestions for a conversation.
+   * @param {string} conversationId - The conversation ID.
+   * @param {AbortSignal} [signal] - AbortSignal to cancel the request.
+   * @returns {Promise} A promise that resolves with label suggestions.
+   */
+  labelSuggestion(conversationId, signal) {
+    return axios.post(
+      `${this.url}/label_suggestion`,
+      {
+        conversation_display_id: conversationId,
+      },
+      { signal }
+    );
+  }
+
+  /**
+   * Sends a follow-up message to continue refining a previous task result.
+   * @param {Object} options - The follow-up options.
+   * @param {Object} options.followUpContext - The follow-up context from a previous task.
+   * @param {string} options.message - The follow-up message/request from the user.
+   * @param {string} [options.conversationId] - The conversation ID for Langfuse session tracking.
+   * @param {AbortSignal} [signal] - AbortSignal to cancel the request.
+   * @returns {Promise} A promise that resolves with the follow-up response and updated follow-up context.
+   */
+  followUp({ followUpContext, message, conversationId }, signal) {
+    return axios.post(
+      `${this.url}/follow_up`,
+      {
+        follow_up_context: followUpContext,
+        message,
+        conversation_display_id: conversationId,
+      },
+      { signal }
+    );
+  }
+}
+
+export default new TasksAPI();

app/javascript/dashboard/api/integrations/openapi.js

@@ -1,81 +0,0 @@
-/* global axios */
-
-import ApiClient from '../ApiClient';
-
-/**
- * Represents the data object for a OpenAI hook.
- * @typedef {Object} ConversationMessageData
- * @property {string} [tone] - The tone of the message.
- * @property {string} [content] - The content of the message.
- * @property {string} [conversation_display_id] - The display ID of the conversation (optional).
- */
-
-/**
- * A client for the OpenAI API.
- * @extends ApiClient
- */
-class OpenAIAPI extends ApiClient {
-  /**
-   * Creates a new OpenAIAPI instance.
-   */
-  constructor() {
-    super('integrations', { accountScoped: true });
-
-    /**
-     * The conversation events supported by the API.
-     * @type {string[]}
-     */
-    this.conversation_events = [
-      'summarize',
-      'reply_suggestion',
-      'label_suggestion',
-    ];
-
-    /**
-     * The message events supported by the API.
-     * @type {string[]}
-     */
-    this.message_events = ['rephrase'];
-  }
-
-  /**
-   * Processes an event using the OpenAI API.
-   * @param {Object} options - The options for the event.
-   * @param {string} [options.type='rephrase'] - The type of event to process.
-   * @param {string} [options.content] - The content of the event.
-   * @param {string} [options.tone] - The tone of the event.
-   * @param {string} [options.conversationId] - The ID of the conversation to process the event for.
-   * @param {string} options.hookId - The ID of the hook to use for processing the event.
-   * @returns {Promise} A promise that resolves with the result of the event processing.
-   */
-  processEvent({ type = 'rephrase', content, tone, conversationId, hookId }) {
-    /**
-     * @type {ConversationMessageData}
-     */
-    let data = {
-      tone,
-      content,
-    };
-
-    // Always include conversation_display_id when available for session tracking
-    if (conversationId) {
-      data.conversation_display_id = conversationId;
-    }
-
-    // For conversation-level events, only send conversation_display_id
-    if (this.conversation_events.includes(type)) {
-      data = {
-        conversation_display_id: conversationId,
-      };
-    }
-
-    return axios.post(`${this.url}/hooks/${hookId}/process_event`, {
-      event: {
-        name: type,
-        data,
-      },
-    });
-  }
-}
-
-export default new OpenAIAPI();

app/javascript/dashboard/assets/scss/_next-colors.scss

@@ -94,6 +94,19 @@
     --gray-11: 100 100 100;
     --gray-12: 32 32 32;
 
+    --violet-1: 253 252 254;
+    --violet-2: 250 248 255;
+    --violet-3: 244 240 254;
+    --violet-4: 235 228 255;
+    --violet-5: 225 217 255;
+    --violet-6: 212 202 254;
+    --violet-7: 194 178 248;
+    --violet-8: 169 153 236;
+    --violet-9: 110 86 207;
+    --violet-10: 100 84 196;
+    --violet-11: 101 85 183;
+    --violet-12: 47 38 95;
+
     --background-color: 253 253 253;
     --text-blue: 8 109 224;
     --border-container: 236 236 236;
@@ -209,6 +222,19 @@
     --gray-11: 180 180 180;
     --gray-12: 238 238 238;
 
+    --violet-1: 20 17 31;
+    --violet-2: 27 21 37;
+    --violet-3: 41 31 67;
+    --violet-4: 50 37 85;
+    --violet-5: 60 46 105;
+    --violet-6: 71 56 135;
+    --violet-7: 86 70 151;
+    --violet-8: 110 86 171;
+    --violet-9: 110 86 207;
+    --violet-10: 125 109 217;
+    --violet-11: 169 153 236;
+    --violet-12: 226 221 254;
+
     --background-color: 18 18 19;
     --border-strong: 52 52 52;
     --border-weak: 38 38 42;

app/javascript/dashboard/components/widgets/AIAssistanceButton.vue

@@ -1,160 +0,0 @@
-<script>
-import { ref } from 'vue';
-import { mapGetters } from 'vuex';
-import { useAdmin } from 'dashboard/composables/useAdmin';
-import { useUISettings } from 'dashboard/composables/useUISettings';
-import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
-import { useAI } from 'dashboard/composables/useAI';
-import AICTAModal from './AICTAModal.vue';
-import AIAssistanceModal from './AIAssistanceModal.vue';
-import { CMD_AI_ASSIST } from 'dashboard/helper/commandbar/events';
-import AIAssistanceCTAButton from './AIAssistanceCTAButton.vue';
-import { emitter } from 'shared/helpers/mitt';
-import NextButton from 'dashboard/components-next/button/Button.vue';
-
-export default {
-  components: {
-    NextButton,
-    AIAssistanceModal,
-    AICTAModal,
-    AIAssistanceCTAButton,
-  },
-  emits: ['replaceText'],
-  setup(props, { emit }) {
-    const { uiSettings, updateUISettings } = useUISettings();
-
-    const { isAIIntegrationEnabled, draftMessage, recordAnalytics } = useAI();
-
-    const { isAdmin } = useAdmin();
-
-    const initialMessage = ref('');
-
-    const initializeMessage = draftMsg => {
-      initialMessage.value = draftMsg;
-    };
-    const keyboardEvents = {
-      '$mod+KeyZ': {
-        action: () => {
-          if (initialMessage.value) {
-            emit('replaceText', initialMessage.value);
-            initialMessage.value = '';
-          }
-        },
-        allowOnFocusedInput: true,
-      },
-    };
-    useKeyboardEvents(keyboardEvents);
-
-    return {
-      uiSettings,
-      updateUISettings,
-      isAdmin,
-      initialMessage,
-      initializeMessage,
-      recordAnalytics,
-      isAIIntegrationEnabled,
-      draftMessage,
-    };
-  },
-  data: () => ({
-    showAIAssistanceModal: false,
-    showAICtaModal: false,
-    aiOption: '',
-  }),
-  computed: {
-    ...mapGetters({
-      isAChatwootInstance: 'globalConfig/isAChatwootInstance',
-    }),
-    isAICTAModalDismissed() {
-      return this.uiSettings.is_open_ai_cta_modal_dismissed;
-    },
-    // Display a AI CTA button for admins if the AI integration has not been added yet and the AI assistance modal has not been dismissed.
-    shouldShowAIAssistCTAButtonForAdmin() {
-      return (
-        this.isAdmin &&
-        !this.isAIIntegrationEnabled &&
-        !this.isAICTAModalDismissed &&
-        this.isAChatwootInstance
-      );
-    },
-    // Display a AI CTA button for agents and other admins who have not yet opened the AI assistance modal.
-    shouldShowAIAssistCTAButton() {
-      return this.isAIIntegrationEnabled && !this.isAICTAModalDismissed;
-    },
-  },
-
-  mounted() {
-    emitter.on(CMD_AI_ASSIST, this.onAIAssist);
-    this.initializeMessage(this.draftMessage);
-  },
-
-  methods: {
-    hideAIAssistanceModal() {
-      this.recordAnalytics('DISMISS_AI_SUGGESTION', {
-        aiOption: this.aiOption,
-      });
-      this.showAIAssistanceModal = false;
-    },
-    openAIAssist() {
-      // Dismiss the CTA modal if it is not dismissed
-      if (!this.isAICTAModalDismissed) {
-        this.updateUISettings({
-          is_open_ai_cta_modal_dismissed: true,
-        });
-      }
-      this.initializeMessage(this.draftMessage);
-      const ninja = document.querySelector('ninja-keys');
-      ninja.open({ parent: 'ai_assist' });
-    },
-    hideAICtaModal() {
-      this.showAICtaModal = false;
-    },
-    openAICta() {
-      this.showAICtaModal = true;
-    },
-    onAIAssist(option) {
-      this.aiOption = option;
-      this.showAIAssistanceModal = true;
-    },
-    insertText(message) {
-      this.$emit('replaceText', message);
-    },
-  },
-};
-</script>
-
-<template>
-  <div>
-    <div v-if="isAIIntegrationEnabled" class="relative">
-      <AIAssistanceCTAButton
-        v-if="shouldShowAIAssistCTAButton"
-        @open="openAIAssist"
-      />
-      <NextButton
-        v-else
-        v-tooltip.top-end="$t('INTEGRATION_SETTINGS.OPEN_AI.AI_ASSIST')"
-        icon="i-ph-magic-wand"
-        slate
-        faded
-        sm
-        @click="openAIAssist"
-      />
-      <woot-modal
-        v-model:show="showAIAssistanceModal"
-        :on-close="hideAIAssistanceModal"
-      >
-        <AIAssistanceModal
-          :ai-option="aiOption"
-          @apply-text="insertText"
-          @close="hideAIAssistanceModal"
-        />
-      </woot-modal>
-    </div>
-    <div v-else-if="shouldShowAIAssistCTAButtonForAdmin" class="relative">
-      <AIAssistanceCTAButton @click="openAICta" />
-      <woot-modal v-model:show="showAICtaModal" :on-close="hideAICtaModal">
-        <AICTAModal @close="hideAICtaModal" />
-      </woot-modal>
-    </div>
-  </div>
-</template>

app/javascript/dashboard/components/widgets/AIAssistanceCTAButton.vue

@@ -1,103 +0,0 @@
-<script setup>
-import NextButton from 'dashboard/components-next/button/Button.vue';
-
-const emit = defineEmits(['open']);
-
-const onClick = () => {
-  emit('open');
-};
-</script>
-
-<template>
-  <div class="relative">
-    <NextButton
-      class="cta-btn cta-btn-light dark:cta-btn-dark hover:cta-btn-light-hover dark:hover:cta-btn-dark-hover"
-      :label="$t('INTEGRATION_SETTINGS.OPEN_AI.AI_ASSIST')"
-      icon="i-ph-magic-wand"
-      sm
-      @click="onClick"
-    />
-
-    <div
-      class="radar-ping-animation absolute top-0 right-0 -mt-1 -mr-1 rounded-full w-3 h-3 bg-n-brand"
-    />
-    <div
-      class="absolute top-0 right-0 -mt-1 -mr-1 rounded-full w-3 h-3 bg-n-brand opacity-50"
-    />
-  </div>
-</template>
-
-<style scoped>
-@tailwind components;
-
-@layer components {
-  /* Gradient animation */
-  @keyframes gradient {
-    0% {
-      background-position: 0% 50%;
-    }
-
-    50% {
-      background-position: 100% 50%;
-    }
-
-    100% {
-      background-position: 0% 50%;
-    }
-  }
-
-  .cta-btn {
-    animation: gradient 5s ease infinite;
-    @apply text-n-slate-12 border-0 text-xs;
-  }
-
-  .cta-btn-light {
-    background: linear-gradient(
-        255.98deg,
-        rgba(161, 87, 246, 0.2) 15.83%,
-        rgba(71, 145, 247, 0.2) 81.39%
-      ),
-      linear-gradient(0deg, #f2f5f8, #f2f5f8);
-  }
-
-  .cta-btn-dark {
-    background: linear-gradient(
-        255.98deg,
-        rgba(161, 87, 246, 0.2) 15.83%,
-        rgba(71, 145, 247, 0.2) 81.39%
-      ),
-      linear-gradient(0deg, #313538, #313538);
-  }
-
-  .cta-btn-light-hover {
-    background: linear-gradient(
-        255.98deg,
-        rgba(161, 87, 246, 0.2) 15.83%,
-        rgba(71, 145, 247, 0.2) 81.39%
-      ),
-      linear-gradient(0deg, #e3e5e7, #e3e5e7);
-  }
-
-  .cta-btn-dark-hover {
-    background: linear-gradient(
-        255.98deg,
-        rgba(161, 87, 246, 0.2) 15.83%,
-        rgba(71, 145, 247, 0.2) 81.39%
-      ),
-      linear-gradient(0deg, #202425, #202425);
-  }
-
-  /* Radar ping animation */
-  @keyframes ping {
-    75%,
-    100% {
-      transform: scale(2);
-      opacity: 0;
-    }
-  }
-
-  .radar-ping-animation {
-    animation: ping 1s ease infinite;
-  }
-}
-</style>

app/javascript/dashboard/components/widgets/AIAssistanceModal.vue

@@ -1,118 +0,0 @@
-<script>
-import { useMessageFormatter } from 'shared/composables/useMessageFormatter';
-import { useAI } from 'dashboard/composables/useAI';
-import AILoader from './AILoader.vue';
-import NextButton from 'dashboard/components-next/button/Button.vue';
-
-export default {
-  components: {
-    AILoader,
-    NextButton,
-  },
-  props: {
-    aiOption: {
-      type: String,
-      required: true,
-    },
-  },
-  emits: ['close', 'applyText'],
-  setup() {
-    const { formatMessage } = useMessageFormatter();
-    const { draftMessage, processEvent, recordAnalytics } = useAI();
-    return { draftMessage, processEvent, recordAnalytics, formatMessage };
-  },
-  data() {
-    return {
-      generatedContent: '',
-      isGenerating: true,
-    };
-  },
-  computed: {
-    headerTitle() {
-      const translationKey = this.aiOption?.toUpperCase();
-      return translationKey
-        ? this.$t(`INTEGRATION_SETTINGS.OPEN_AI.WITH_AI`, {
-            option: this.$t(
-              `INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.${translationKey}`
-            ),
-          })
-        : '';
-    },
-  },
-  mounted() {
-    this.generateAIContent(this.aiOption);
-  },
-
-  methods: {
-    onClose() {
-      this.$emit('close');
-    },
-
-    async generateAIContent(type = 'rephrase') {
-      this.isGenerating = true;
-      this.generatedContent = await this.processEvent(type);
-      this.isGenerating = false;
-    },
-    applyText() {
-      this.recordAnalytics(this.aiOption);
-      this.$emit('applyText', this.generatedContent);
-      this.onClose();
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="flex flex-col">
-    <woot-modal-header :header-title="headerTitle" />
-    <form
-      class="flex flex-col w-full modal-content"
-      @submit.prevent="applyText"
-    >
-      <div v-if="draftMessage" class="w-full">
-        <h4 class="mt-1 text-base text-n-slate-12">
-          {{ $t('INTEGRATION_SETTINGS.OPEN_AI.ASSISTANCE_MODAL.DRAFT_TITLE') }}
-        </h4>
-        <p v-dompurify-html="formatMessage(draftMessage, false)" />
-        <h4 class="mt-1 text-base text-n-slate-12">
-          {{
-            $t('INTEGRATION_SETTINGS.OPEN_AI.ASSISTANCE_MODAL.GENERATED_TITLE')
-          }}
-        </h4>
-      </div>
-      <div>
-        <AILoader v-if="isGenerating" />
-        <p v-else v-dompurify-html="formatMessage(generatedContent, false)" />
-      </div>
-
-      <div class="flex flex-row justify-end w-full gap-2 px-0 py-2">
-        <NextButton
-          faded
-          slate
-          type="reset"
-          :label="
-            $t('INTEGRATION_SETTINGS.OPEN_AI.ASSISTANCE_MODAL.BUTTONS.CANCEL')
-          "
-          @click.prevent="onClose"
-        />
-        <NextButton
-          type="submit"
-          :disabled="!generatedContent"
-          :label="
-            $t('INTEGRATION_SETTINGS.OPEN_AI.ASSISTANCE_MODAL.BUTTONS.APPLY')
-          "
-        />
-      </div>
-    </form>
-  </div>
-</template>
-
-<style lang="scss" scoped>
-.modal-content {
-  @apply pt-2 px-8 pb-8;
-}
-
-.container {
-  width: 100%;
-}
-</style>

app/javascript/dashboard/components/widgets/AICTAModal.vue

@@ -1,130 +0,0 @@
-<script>
-import { useVuelidate } from '@vuelidate/core';
-import { required } from '@vuelidate/validators';
-import { useAlert } from 'dashboard/composables';
-import { useUISettings } from 'dashboard/composables/useUISettings';
-import { useAI } from 'dashboard/composables/useAI';
-import { OPEN_AI_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
-
-import NextButton from 'dashboard/components-next/button/Button.vue';
-
-export default {
-  components: {
-    NextButton,
-  },
-  emits: ['close'],
-
-  setup() {
-    const { updateUISettings } = useUISettings();
-    const { recordAnalytics } = useAI();
-    const v$ = useVuelidate();
-
-    return { updateUISettings, v$, recordAnalytics };
-  },
-  data() {
-    return {
-      value: '',
-    };
-  },
-  validations: {
-    value: {
-      required,
-    },
-  },
-  methods: {
-    onClose() {
-      this.$emit('close');
-    },
-
-    onDismiss() {
-      useAlert(
-        this.$t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.DISMISS_MESSAGE')
-      );
-      this.updateUISettings({
-        is_open_ai_cta_modal_dismissed: true,
-      });
-      this.onClose();
-    },
-
-    async finishOpenAI() {
-      const payload = {
-        app_id: 'openai',
-        settings: {
-          api_key: this.value,
-        },
-      };
-      try {
-        await this.$store.dispatch('integrations/createHook', payload);
-        this.alertMessage = this.$t(
-          'INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.SUCCESS_MESSAGE'
-        );
-        this.recordAnalytics(
-          OPEN_AI_EVENTS.ADDED_AI_INTEGRATION_VIA_CTA_BUTTON
-        );
-        this.onClose();
-      } catch (error) {
-        const errorMessage = error?.response?.data?.message;
-        this.alertMessage =
-          errorMessage || this.$t('INTEGRATION_APPS.ADD.API.ERROR_MESSAGE');
-      } finally {
-        useAlert(this.alertMessage);
-      }
-    },
-    openOpenAIDoc() {
-      window.open('https://www.chatwoot.com/blog/v2-17', '_blank');
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="flex-1 min-w-0 px-0">
-    <woot-modal-header
-      :header-title="$t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.TITLE')"
-      :header-content="$t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.DESC')"
-    />
-    <form
-      class="flex flex-col flex-wrap modal-content"
-      @submit.prevent="finishOpenAI"
-    >
-      <div class="w-full mt-2">
-        <woot-input
-          v-model="value"
-          type="text"
-          :class="{ error: v$.value.$error }"
-          :placeholder="
-            $t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.KEY_PLACEHOLDER')
-          "
-          @blur="v$.value.$touch"
-        />
-      </div>
-      <div class="flex flex-row justify-between w-full gap-2 px-0 py-2">
-        <NextButton
-          ghost
-          type="button"
-          class="!px-3"
-          :label="
-            $t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.BUTTONS.NEED_HELP')
-          "
-          @click.prevent="openOpenAIDoc"
-        />
-        <div class="flex items-center gap-1">
-          <NextButton
-            faded
-            slate
-            type="reset"
-            :label="
-              $t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.BUTTONS.DISMISS')
-            "
-            @click.prevent="onDismiss"
-          />
-          <NextButton
-            type="submit"
-            :disabled="v$.value.$invalid"
-            :label="$t('INTEGRATION_SETTINGS.OPEN_AI.CTA_MODAL.BUTTONS.FINISH')"
-          />
-        </div>
-      </div>
-    </form>
-  </div>
-</template>

app/javascript/dashboard/components/widgets/AttachmentsPreview.vue

@@ -46,11 +46,11 @@ const fileName = file => {
 </script>
 
 <template>
-  <div class="flex overflow-auto max-h-[12.5rem]">
+  <div class="flex flex-wrap gap-y-1 gap-x-2 overflow-auto max-h-[12.5rem]">
     <div
       v-for="(attachment, index) in nonRecordedAudioAttachments"
       :key="attachment.id"
-      class="flex items-center p-1 bg-n-slate-3 gap-1 rounded-md w-[15rem] mb-1"
+      class="flex items-center p-1 bg-n-slate-3 gap-1 rounded-md w-[15rem]"
     >
       <div class="max-w-[4rem] flex-shrink-0 w-6 flex items-center">
         <img

app/javascript/dashboard/components/widgets/WootWriter/CopilotEditor.vue

@@ -0,0 +1,253 @@
+<script setup>
+import { ref, computed, watch, onMounted, useTemplateRef } from 'vue';
+
+import {
+  buildMessageSchema,
+  buildEditor,
+  EditorView,
+  MessageMarkdownTransformer,
+  MessageMarkdownSerializer,
+  EditorState,
+  Selection,
+} from '@chatwoot/prosemirror-schema';
+
+import { useMessageFormatter } from 'shared/composables/useMessageFormatter';
+
+import NextButton from 'dashboard/components-next/button/Button.vue';
+
+const props = defineProps({
+  modelValue: { type: String, default: '' },
+  editorId: { type: String, default: '' },
+  placeholder: {
+    type: String,
+    default: 'Give copilot additional prompts, or ask anything else...',
+  },
+  generatedContent: { type: String, default: '' },
+  autofocus: {
+    type: Boolean,
+    default: true,
+  },
+  isPopout: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits([
+  'blur',
+  'input',
+  'update:modelValue',
+  'keyup',
+  'focus',
+  'keydown',
+  'send',
+]);
+
+const { formatMessage } = useMessageFormatter();
+
+// Minimal schema with no marks or nodes for copilot input
+const copilotSchema = buildMessageSchema([], []);
+
+const handleSubmit = () => emit('send');
+
+const createState = (
+  content,
+  placeholder,
+  plugins = [],
+  enabledMenuOptions = []
+) => {
+  return EditorState.create({
+    doc: new MessageMarkdownTransformer(copilotSchema).parse(content),
+    plugins: buildEditor({
+      schema: copilotSchema,
+      placeholder,
+      plugins,
+      enabledMenuOptions,
+    }),
+  });
+};
+
+// we don't need them to be reactive
+// It cases weird issues where the objects are proxied
+// and then the editor doesn't work as expected
+let editorView = null;
+let state = null;
+
+// reactive data
+const isTextSelected = ref(false); // Tracks text selection and prevents unnecessary re-renders on mouse selection
+
+// element refs
+const editor = useTemplateRef('editor');
+
+function contentFromEditor() {
+  if (editorView) {
+    return MessageMarkdownSerializer.serialize(editorView.state.doc);
+  }
+  return '';
+}
+
+function focusEditorInputField() {
+  const { tr } = editorView.state;
+  const selection = Selection.atEnd(tr.doc);
+
+  editorView.dispatch(tr.setSelection(selection));
+  editorView.focus();
+}
+
+function emitOnChange() {
+  emit('update:modelValue', contentFromEditor());
+  emit('input', contentFromEditor());
+}
+
+function onKeyup() {
+  emit('keyup');
+}
+
+function onKeydown(view, event) {
+  emit('keydown');
+
+  // Handle Enter key to send message (Shift+Enter for new line)
+  if (event.key === 'Enter' && !event.shiftKey) {
+    event.preventDefault();
+    handleSubmit();
+    return true; // Prevent ProseMirror's default Enter handling
+  }
+
+  return false; // Allow other keys to work normally
+}
+
+function onBlur() {
+  emit('blur');
+}
+
+function onFocus() {
+  emit('focus');
+}
+
+function checkSelection(editorState) {
+  const hasSelection = editorState.selection.from !== editorState.selection.to;
+  if (hasSelection === isTextSelected.value) return;
+  isTextSelected.value = hasSelection;
+}
+
+// computed properties
+const plugins = computed(() => {
+  return [];
+});
+
+const enabledMenuOptions = computed(() => {
+  return [];
+});
+
+function reloadState() {
+  state = createState(
+    props.modelValue,
+    props.placeholder,
+    plugins.value,
+    enabledMenuOptions.value
+  );
+  editorView.updateState(state);
+  focusEditorInputField();
+}
+
+function createEditorView() {
+  editorView = new EditorView(editor.value, {
+    state: state,
+    dispatchTransaction: tx => {
+      state = state.apply(tx);
+      editorView.updateState(state);
+      if (tx.docChanged) {
+        emitOnChange();
+      }
+      checkSelection(state);
+    },
+    handleDOMEvents: {
+      keyup: onKeyup,
+      focus: onFocus,
+      blur: onBlur,
+      keydown: onKeydown,
+    },
+  });
+}
+
+// watchers
+watch(
+  computed(() => props.modelValue),
+  (newValue = '') => {
+    if (newValue !== contentFromEditor()) {
+      reloadState();
+    }
+  }
+);
+
+watch(
+  computed(() => props.editorId),
+  () => {
+    reloadState();
+  }
+);
+
+// lifecycle
+onMounted(() => {
+  state = createState(
+    props.modelValue,
+    props.placeholder,
+    plugins.value,
+    enabledMenuOptions.value
+  );
+
+  createEditorView();
+  editorView.updateState(state);
+
+  if (props.autofocus) {
+    focusEditorInputField();
+  }
+});
+</script>
+
+<template>
+  <div class="space-y-2 mb-4">
+    <div
+      class="overflow-y-auto"
+      :class="{ 'max-h-96': isPopout, 'max-h-56': !isPopout }"
+    >
+      <p
+        v-dompurify-html="formatMessage(generatedContent, false)"
+        class="text-n-iris-12 text-sm prose-sm font-normal !mb-4"
+      />
+    </div>
+    <div class="editor-root relative editor--copilot space-x-2">
+      <div ref="editor" />
+      <div class="flex items-center justify-end absolute right-2 bottom-2">
+        <NextButton
+          class="bg-n-iris-9 text-white !rounded-full"
+          icon="i-lucide-arrow-up"
+          solid
+          sm
+          @click="handleSubmit"
+        />
+      </div>
+    </div>
+  </div>
+</template>
+
+<style lang="scss">
+@import '@chatwoot/prosemirror-schema/src/styles/base.scss';
+
+.editor--copilot {
+  @apply bg-n-iris-5 rounded;
+
+  .ProseMirror-woot-style {
+    min-height: 5rem;
+    max-height: 7.5rem !important;
+    overflow: auto;
+    @apply px-2 !important;
+
+    .empty-node {
+      &::before {
+        @apply text-n-iris-9 dark:text-n-iris-11;
+      }
+    }
+  }
+}
+</style>

app/javascript/dashboard/components/widgets/WootWriter/CopilotMenuBar.vue

@@ -0,0 +1,259 @@
+<script setup>
+import { computed, useTemplateRef } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useElementSize, useWindowSize } from '@vueuse/core';
+import { useMapGetter } from 'dashboard/composables/store';
+import { REPLY_EDITOR_MODES } from 'dashboard/components/widgets/WootWriter/constants';
+import { useCaptain } from 'dashboard/composables/useCaptain';
+import Button from 'dashboard/components-next/button/Button.vue';
+import DropdownBody from 'next/dropdown-menu/base/DropdownBody.vue';
+
+import Icon from 'next/icon/Icon.vue';
+
+defineProps({
+  hasSelection: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits(['executeCopilotAction']);
+
+const { t } = useI18n();
+
+const { draftMessage } = useCaptain();
+
+const replyMode = useMapGetter('draftMessages/getReplyEditorMode');
+
+// Selection-based menu items (when text is selected)
+const menuItems = computed(() => {
+  const items = [];
+  // for now, we don't allow improving just  aprt of the selection
+  // we will add this feature later. Once we do, we can revert the change
+  const hasSelection = false;
+  // const hasSelection = props.hasSelection
+
+  if (hasSelection) {
+    items.push({
+      label: t(
+        'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.IMPROVE_REPLY_SELECTION'
+      ),
+      key: 'improve_selection',
+      icon: 'i-fluent-pen-sparkle-24-regular',
+    });
+  } else if (
+    replyMode.value === REPLY_EDITOR_MODES.REPLY &&
+    draftMessage.value
+  ) {
+    items.push({
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.IMPROVE_REPLY'),
+      key: 'improve',
+      icon: 'i-fluent-pen-sparkle-24-regular',
+    });
+  }
+
+  if (draftMessage.value) {
+    items.push(
+      {
+        label: t(
+          'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.TITLE'
+        ),
+        key: 'change_tone',
+        icon: 'i-fluent-sound-wave-circle-sparkle-24-regular',
+        subMenuItems: [
+          {
+            label: t(
+              'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.OPTIONS.PROFESSIONAL'
+            ),
+            key: 'professional',
+          },
+          {
+            label: t(
+              'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.OPTIONS.CASUAL'
+            ),
+            key: 'casual',
+          },
+          {
+            label: t(
+              'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.OPTIONS.STRAIGHTFORWARD'
+            ),
+            key: 'straightforward',
+          },
+          {
+            label: t(
+              'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.OPTIONS.CONFIDENT'
+            ),
+            key: 'confident',
+          },
+          {
+            label: t(
+              'INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.CHANGE_TONE.OPTIONS.FRIENDLY'
+            ),
+            key: 'friendly',
+          },
+        ],
+      },
+      {
+        label: t('INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.GRAMMAR'),
+        key: 'fix_spelling_grammar',
+        icon: 'i-fluent-flow-sparkle-24-regular',
+      }
+    );
+  }
+  return items;
+});
+
+const generalMenuItems = computed(() => {
+  const items = [];
+  if (replyMode.value === REPLY_EDITOR_MODES.REPLY) {
+    items.push({
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.SUGGESTION'),
+      key: 'reply_suggestion',
+      icon: 'i-fluent-chat-sparkle-16-regular',
+    });
+  }
+
+  if (replyMode.value === REPLY_EDITOR_MODES.NOTE || true) {
+    items.push({
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.SUMMARIZE'),
+      key: 'summarize',
+      icon: 'i-fluent-text-bullet-list-square-sparkle-32-regular',
+    });
+  }
+
+  items.push({
+    label: t('INTEGRATION_SETTINGS.OPEN_AI.REPLY_OPTIONS.ASK_COPILOT'),
+    key: 'ask_copilot',
+    icon: 'i-fluent-circle-sparkle-24-regular',
+  });
+
+  return items;
+});
+
+const menuRef = useTemplateRef('menuRef');
+const { height: menuHeight } = useElementSize(menuRef);
+const { width: windowWidth } = useWindowSize();
+
+// Smart submenu positioning based on available space
+const submenuPosition = computed(() => {
+  const el = menuRef.value?.$el;
+  if (!el) return 'ltr:right-full rtl:left-full';
+
+  const { left, right } = el.getBoundingClientRect();
+  const SUBMENU_WIDTH = 200;
+  const spaceRight = (windowWidth.value ?? window.innerWidth) - right;
+  const spaceLeft = left;
+
+  // Prefer right, fallback to side with more space
+  const showRight = spaceRight >= SUBMENU_WIDTH || spaceRight >= spaceLeft;
+
+  return showRight ? 'left-full' : 'right-full';
+});
+
+// Computed style for selection menu positioning (only dynamic top offset)
+const selectionMenuStyle = computed(() => {
+  // Dynamically calculate offset based on actual menu height + 10px gap
+  const dynamicOffset = menuHeight.value > 0 ? menuHeight.value + 10 : 60;
+
+  return {
+    top: `calc(var(--selection-top) - ${dynamicOffset}px)`,
+  };
+});
+
+const handleMenuItemClick = item => {
+  // For items with submenus, do nothing on click (hover will show submenu)
+  if (!item.subMenuItems) {
+    emit('executeCopilotAction', item.key);
+  }
+};
+
+const handleSubMenuItemClick = (parentItem, subItem) => {
+  emit('executeCopilotAction', subItem.key);
+};
+</script>
+
+<template>
+  <DropdownBody
+    ref="menuRef"
+    class="min-w-56 [&>ul]:gap-3 z-50 [&>ul]:px-4 [&>ul]:py-3.5"
+    :class="{ 'selection-menu': hasSelection }"
+    :style="hasSelection ? selectionMenuStyle : {}"
+  >
+    <div v-if="menuItems.length > 0" class="flex flex-col items-start gap-2.5">
+      <div
+        v-for="item in menuItems"
+        :key="item.key"
+        class="w-full relative group/submenu"
+      >
+        <Button
+          :label="item.label"
+          :icon="item.icon"
+          slate
+          link
+          sm
+          class="hover:!no-underline text-n-slate-12 font-normal text-xs w-full !justify-start"
+          @click="handleMenuItemClick(item)"
+        >
+          <template v-if="item.subMenuItems" #default>
+            <div class="flex items-center gap-1 justify-between w-full">
+              <span class="min-w-0 truncate">{{ item.label }}</span>
+              <Icon
+                icon="i-lucide-chevron-right"
+                class="text-n-slate-10 size-3"
+              />
+            </div>
+          </template>
+        </Button>
+
+        <!-- Hover Submenu -->
+        <DropdownBody
+          v-if="item.subMenuItems"
+          class="group-hover/submenu:block hidden [&>ul]:gap-2 [&>ul]:px-3 [&>ul]:py-2.5 [&>ul]:dark:!border-n-strong max-h-[15rem] min-w-32 z-10 top-0"
+          :class="submenuPosition"
+        >
+          <Button
+            v-for="subItem in item.subMenuItems"
+            :key="subItem.key + subItem.label"
+            :label="subItem.label"
+            slate
+            link
+            sm
+            class="hover:!no-underline text-n-slate-12 font-normal text-xs w-full !justify-start mb-1"
+            @click="handleSubMenuItemClick(item, subItem)"
+          />
+        </DropdownBody>
+      </div>
+    </div>
+
+    <div v-if="menuItems.length > 0" class="h-px w-full bg-n-strong" />
+
+    <div class="flex flex-col items-start gap-3">
+      <Button
+        v-for="(item, index) in generalMenuItems"
+        :key="index"
+        :label="item.label"
+        :icon="item.icon"
+        slate
+        link
+        sm
+        class="hover:!no-underline text-n-slate-12 font-normal text-xs w-full !justify-start"
+        @click="handleMenuItemClick(item)"
+      />
+    </div>
+  </DropdownBody>
+</template>
+
+<style scoped lang="scss">
+.selection-menu {
+  position: absolute !important;
+
+  // Default/LTR: position from left
+  left: var(--selection-left);
+
+  // RTL: position from right instead
+  [dir='rtl'] & {
+    left: auto;
+    right: var(--selection-right);
+  }
+}
+</style>

app/javascript/dashboard/components/widgets/WootWriter/CopilotReplyBottomPanel.vue

@@ -0,0 +1,51 @@
+<script setup>
+import { computed } from 'vue';
+import NextButton from 'dashboard/components-next/button/Button.vue';
+import { useI18n } from 'vue-i18n';
+import { useKbd } from 'dashboard/composables/utils/useKbd';
+
+defineProps({
+  isGeneratingContent: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits(['submit', 'cancel']);
+const { t } = useI18n();
+const handleCancel = () => {
+  emit('cancel');
+};
+
+const shortcutKey = useKbd(['$mod', '+', 'enter']);
+
+const acceptLabel = computed(() => {
+  return `${t('GENERAL.ACCEPT')}  (${shortcutKey.value})`;
+});
+
+const handleSubmit = () => {
+  emit('submit');
+};
+</script>
+
+<template>
+  <div class="flex justify-between items-center p-3 pt-0">
+    <NextButton
+      :label="t('GENERAL.DISCARD')"
+      slate
+      link
+      class="!px-1 hover:!no-underline"
+      sm
+      :disabled="isGeneratingContent"
+      @click="handleCancel"
+    />
+    <NextButton
+      :label="acceptLabel"
+      class="bg-n-iris-9 text-white"
+      solid
+      sm
+      :disabled="isGeneratingContent"
+      @click="handleSubmit"
+    />
+  </div>
+</template>

app/javascript/dashboard/components/widgets/WootWriter/Editor.vue

@@ -16,13 +16,16 @@ import KeyboardEmojiSelector from './keyboardEmojiSelector.vue';
 import TagAgents from '../conversation/TagAgents.vue';
 import VariableList from '../conversation/VariableList.vue';
 import TagTools from '../conversation/TagTools.vue';
+import CopilotMenuBar from './CopilotMenuBar.vue';
 
 import { useEmitter } from 'dashboard/composables/emitter';
 import { useI18n } from 'vue-i18n';
+import { useCaptain } from 'dashboard/composables/useCaptain';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
 import { useTrack } from 'dashboard/composables';
 import { useUISettings } from 'dashboard/composables/useUISettings';
 import { useAlert } from 'dashboard/composables';
+import { vOnClickOutside } from '@vueuse/components';
 
 import { BUS_EVENTS } from 'shared/constants/busEvents';
 import { CONVERSATION_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
@@ -100,13 +103,16 @@ const emit = defineEmits([
   'focus',
   'input',
   'update:modelValue',
+  'executeCopilotAction',
 ]);
 
 const { t } = useI18n();
+const { captainTasksEnabled } = useCaptain();
 
 const TYPING_INDICATOR_IDLE_TIME = 4000;
 const MAXIMUM_FILE_UPLOAD_SIZE = 4; // in MB
 const DEFAULT_FORMATTING = 'Context::Default';
+const PRIVATE_NOTE_FORMATTING = 'Context::PrivateNote';
 
 const effectiveChannelType = computed(() =>
   getEffectiveChannelType(props.channelType, props.medium)
@@ -116,17 +122,24 @@ const editorSchema = computed(() => {
   if (!props.channelType) return messageSchema;
 
   const formatType = props.isPrivate
-    ? DEFAULT_FORMATTING
+    ? PRIVATE_NOTE_FORMATTING
     : effectiveChannelType.value;
-  const formatting = getFormattingForEditor(formatType);
+  const formatting = getFormattingForEditor(
+    formatType,
+    captainTasksEnabled.value
+  );
   return buildMessageSchema(formatting.marks, formatting.nodes);
 });
 
 const editorMenuOptions = computed(() => {
   const formatType = props.isPrivate
-    ? DEFAULT_FORMATTING
+    ? PRIVATE_NOTE_FORMATTING
     : effectiveChannelType.value || DEFAULT_FORMATTING;
-  const formatting = getFormattingForEditor(formatType);
+  const formatting = getFormattingForEditor(
+    formatType,
+    captainTasksEnabled.value
+  );
+
   return formatting.menu;
 });
 
@@ -185,6 +198,21 @@ const editorRoot = useTemplateRef('editorRoot');
 const imageUpload = useTemplateRef('imageUpload');
 const editor = useTemplateRef('editor');
 
+const handleCopilotAction = actionKey => {
+  if (actionKey === 'improve_selection' && editorView?.state) {
+    const { from, to } = editorView.state.selection;
+    const selectedText = editorView.state.doc.textBetween(from, to).trim();
+
+    if (from !== to && selectedText) {
+      emit('executeCopilotAction', 'improve', selectedText);
+    }
+  } else {
+    emit('executeCopilotAction', actionKey);
+  }
+
+  showSelectionMenu.value = false;
+};
+
 const contentFromEditor = () => {
   return MessageMarkdownSerializer.serialize(editorView.state.doc);
 };
@@ -367,13 +395,23 @@ function openFileBrowser() {
   imageUpload.value.click();
 }
 
+function handleCopilotClick() {
+  showSelectionMenu.value = !showSelectionMenu.value;
+}
+
+function handleClickOutside(event) {
+  // Check if the clicked element or its parents have the ignored class
+  if (event.target.closest('.ProseMirror-copilot')) return;
+  showSelectionMenu.value = false;
+}
+
 function reloadState(content = props.modelValue) {
   const unrefContent = unref(content);
   state = createState(
     unrefContent,
     props.placeholder,
     plugins.value,
-    { onImageUpload: openFileBrowser },
+    { onImageUpload: openFileBrowser, onCopilotClick: handleCopilotClick },
     editorMenuOptions.value
   );
 
@@ -595,7 +633,12 @@ function insertContentIntoEditor(content, defaultFrom = 0) {
   const from = defaultFrom || editorView.state.selection.from || 0;
   // Use the editor's current schema to ensure compatibility with buildMessageSchema
   const currentSchema = editorView.state.schema;
-  let node = new MessageMarkdownTransformer(currentSchema).parse(content);
+  // Strip unsupported formatting before parsing to ensure content can be inserted
+  // into channels that don't support certain markdown features (e.g., API channels)
+  const sanitizedContent = stripUnsupportedFormatting(content, currentSchema);
+  let node = new MessageMarkdownTransformer(currentSchema).parse(
+    sanitizedContent
+  );
 
   insertNodeIntoEditor(node, from, undefined);
 }
@@ -757,7 +800,7 @@ onMounted(() => {
     props.modelValue,
     props.placeholder,
     plugins.value,
-    { onImageUpload: openFileBrowser },
+    { onImageUpload: openFileBrowser, onCopilotClick: handleCopilotClick },
     editorMenuOptions.value
   );
 
@@ -802,6 +845,14 @@ useEmitter(BUS_EVENTS.INSERT_INTO_RICH_EDITOR, insertContentIntoEditor);
       :search-key="toolSearchKey"
       @select-tool="content => insertSpecialContent('tool', content)"
     />
+    <CopilotMenuBar
+      v-if="showSelectionMenu"
+      v-on-click-outside="handleClickOutside"
+      :has-selection="isTextSelected"
+      :show-selection-menu="showSelectionMenu"
+      :show-general-menu="false"
+      @execute-copilot-action="handleCopilotAction"
+    />
     <input
       ref="imageUpload"
       type="file"
@@ -855,6 +906,10 @@ useEmitter(BUS_EVENTS.INSERT_INTO_RICH_EDITOR, insertContentIntoEditor);
           @apply size-full;
         }
       }
+
+      .ProseMirror-copilot svg {
+        @apply fill-n-violet-9 text-n-violet-9 stroke-none;
+      }
     }
   }
 
@@ -994,6 +1049,10 @@ useEmitter(BUS_EVENTS.INSERT_INTO_RICH_EDITOR, insertContentIntoEditor);
         .ProseMirror-icon {
           @apply p-0.5 flex-shrink-0;
         }
+
+        .ProseMirror-copilot svg {
+          @apply fill-n-violet-9 text-n-violet-9 stroke-none;
+        }
       }
 
       .ProseMirror-menu-active {

app/javascript/dashboard/components/widgets/WootWriter/EditorModeToggle.vue

@@ -12,6 +12,10 @@ const props = defineProps({
     type: Boolean,
     default: false,
   },
+  isReplyRestricted: {
+    type: Boolean,
+    default: false,
+  },
 });
 
 defineEmits(['toggleMode']);
@@ -24,11 +28,17 @@ const privateModeSize = useElementSize(wootEditorPrivateMode);
 
 /**
  * Computed boolean indicating if the editor is in private note mode
- * When disabled, always show NOTE mode regardless of actual mode prop
+ * When isReplyRestricted is true, force switch to private note
+ * Otherwise, respect the current mode prop
  * @type {ComputedRef<boolean>}
  */
 const isPrivate = computed(() => {
-  return props.disabled || props.mode === REPLY_EDITOR_MODES.NOTE;
+  if (props.isReplyRestricted) {
+    // Force switch to private note when replies are restricted
+    return true;
+  }
+  // Otherwise respect the current mode
+  return props.mode === REPLY_EDITOR_MODES.NOTE;
 });
 
 /**
@@ -60,9 +70,9 @@ const translateValue = computed(() => {
 <template>
   <button
     class="flex items-center w-auto h-8 p-1 transition-all border rounded-full bg-n-alpha-2 group relative duration-300 ease-in-out z-0 active:scale-[0.995] active:duration-75"
-    :disabled="disabled"
+    :disabled="disabled || isReplyRestricted"
     :class="{
-      'cursor-not-allowed': disabled,
+      'cursor-not-allowed': disabled || isReplyRestricted,
     }"
     @click="$emit('toggleMode')"
   >
@@ -75,7 +85,7 @@ const translateValue = computed(() => {
     <div
       class="absolute shadow-sm rounded-full h-6 w-[var(--chip-width)] ease-in-out translate-x-[var(--translate-x)] rtl:translate-x-[var(--rtl-translate-x)] bg-n-solid-1"
       :class="{
-        'transition-all duration-300': !disabled,
+        'transition-all duration-300': !disabled && !isReplyRestricted,
       }"
       :style="{
         '--chip-width': width,

app/javascript/dashboard/components/widgets/WootWriter/ReplyBottomPanel.vue

@@ -9,14 +9,13 @@ import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 import { getAllowedFileTypesByChannel } from '@chatwoot/utils';
 import { ALLOWED_FILE_TYPES } from 'shared/constants/messages';
 import VideoCallButton from '../VideoCallButton.vue';
-import AIAssistanceButton from '../AIAssistanceButton.vue';
 import { INBOX_TYPES } from 'dashboard/helper/inbox';
 import { mapGetters } from 'vuex';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 
 export default {
   name: 'ReplyBottomPanel',
-  components: { NextButton, FileUpload, VideoCallButton, AIAssistanceButton },
+  components: { NextButton, FileUpload, VideoCallButton },
   mixins: [inboxMixin],
   props: {
     isNote: {
@@ -98,6 +97,7 @@ export default {
       type: Number,
       required: true,
     },
+    // eslint-disable-next-line vue/no-unused-properties
     message: {
       type: String,
       default: '',
@@ -370,13 +370,6 @@ export default {
         v-if="(isAWebWidgetInbox || isAPIInbox) && !isOnPrivateNote"
         :conversation-id="conversationId"
       />
-      <AIAssistanceButton
-        v-if="!isFetchingAppIntegrations"
-        :conversation-id="conversationId"
-        :is-private-note="isOnPrivateNote"
-        :message="message"
-        @replace-text="replaceText"
-      />
       <transition name="modal-fade">
         <div
           v-show="uploadRef && uploadRef.dropActive"

app/javascript/dashboard/components/widgets/WootWriter/ReplyTopPanel.vue

@@ -1,14 +1,22 @@
 <script>
+import { ref } from 'vue';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
+import { useCaptain } from 'dashboard/composables/useCaptain';
+import { vOnClickOutside } from '@vueuse/components';
 import { REPLY_EDITOR_MODES, CHAR_LENGTH_WARNING } from './constants';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 import EditorModeToggle from './EditorModeToggle.vue';
+import CopilotMenuBar from './CopilotMenuBar.vue';
 
 export default {
   name: 'ReplyTopPanel',
   components: {
     NextButton,
     EditorModeToggle,
+    CopilotMenuBar,
+  },
+  directives: {
+    OnClickOutside: vOnClickOutside,
   },
   props: {
     mode: {
@@ -19,6 +27,10 @@ export default {
       type: Boolean,
       default: false,
     },
+    disabled: {
+      type: Boolean,
+      default: false,
+    },
     isMessageLengthReachingThreshold: {
       type: Boolean,
       default: () => false,
@@ -28,7 +40,7 @@ export default {
       default: () => 0,
     },
   },
-  emits: ['setReplyMode', 'togglePopout'],
+  emits: ['setReplyMode', 'togglePopout', 'executeCopilotAction'],
   setup(props, { emit }) {
     const setReplyMode = mode => {
       emit('setReplyMode', mode);
@@ -47,6 +59,23 @@ export default {
           : REPLY_EDITOR_MODES.REPLY;
       setReplyMode(newMode);
     };
+
+    const { captainTasksEnabled } = useCaptain();
+    const showCopilotMenu = ref(false);
+
+    const handleCopilotAction = actionKey => {
+      emit('executeCopilotAction', actionKey);
+      showCopilotMenu.value = false;
+    };
+
+    const toggleCopilotMenu = () => {
+      showCopilotMenu.value = !showCopilotMenu.value;
+    };
+
+    const handleClickOutside = () => {
+      showCopilotMenu.value = false;
+    };
+
     const keyboardEvents = {
       'Alt+KeyP': {
         action: () => handleNoteClick(),
@@ -64,6 +93,11 @@ export default {
       handleReplyClick,
       handleNoteClick,
       REPLY_EDITOR_MODES,
+      captainTasksEnabled,
+      handleCopilotAction,
+      showCopilotMenu,
+      toggleCopilotMenu,
+      handleClickOutside,
     };
   },
   computed: {
@@ -90,11 +124,13 @@ export default {
 </script>
 
 <template>
-  <div class="flex justify-between h-[3.25rem] gap-2 ltr:pl-3 rtl:pr-3">
+  <div
+    class="flex justify-between gap-2 h-[3.25rem] items-center ltr:pl-3 ltr:pr-2 rtl:pr-3 rtl:pl-2"
+  >
     <EditorModeToggle
       :mode="mode"
-      :disabled="isReplyRestricted"
-      class="mt-3"
+      :disabled="disabled"
+      :is-reply-restricted="isReplyRestricted"
       @toggle-mode="handleModeToggle"
     />
     <div class="flex items-center mx-4 my-0">
@@ -104,11 +140,34 @@ export default {
         </span>
       </div>
     </div>
-    <NextButton
-      ghost
-      class="ltr:rounded-bl-md rtl:rounded-br-md ltr:rounded-br-none rtl:rounded-bl-none ltr:rounded-tl-none rtl:rounded-tr-none text-n-slate-11 ltr:rounded-tr-[11px] rtl:rounded-tl-[11px]"
-      icon="i-lucide-maximize-2"
-      @click="$emit('togglePopout')"
-    />
+    <div v-if="captainTasksEnabled" class="flex items-center gap-2">
+      <div class="relative">
+        <NextButton
+          ghost
+          :disabled="disabled"
+          :class="{
+            'text-n-violet-9 hover:enabled:!bg-n-violet-3': !showCopilotMenu,
+            'text-n-violet-9 bg-n-violet-3': showCopilotMenu,
+          }"
+          sm
+          icon="i-ph-sparkle-fill"
+          @click="toggleCopilotMenu"
+        />
+        <CopilotMenuBar
+          v-if="showCopilotMenu"
+          v-on-click-outside="handleClickOutside"
+          :has-selection="false"
+          class="ltr:right-0 rtl:left-0 bottom-full mb-2"
+          @execute-copilot-action="handleCopilotAction"
+        />
+      </div>
+      <NextButton
+        ghost
+        class="text-n-slate-11"
+        sm
+        icon="i-lucide-maximize-2"
+        @click="$emit('togglePopout')"
+      />
+    </div>
   </div>
 </template>

app/javascript/dashboard/components/widgets/conversation/CopilotEditorSection.vue

@@ -0,0 +1,99 @@
+<script setup>
+import { ref } from 'vue';
+import CopilotEditor from 'dashboard/components/widgets/WootWriter/CopilotEditor.vue';
+import CaptainLoader from 'dashboard/components/widgets/conversation/copilot/CaptainLoader.vue';
+
+defineProps({
+  showCopilotEditor: {
+    type: Boolean,
+    default: false,
+  },
+  isGeneratingContent: {
+    type: Boolean,
+    default: false,
+  },
+  generatedContent: {
+    type: String,
+    default: '',
+  },
+  isPopout: {
+    type: Boolean,
+    default: false,
+  },
+});
+
+const emit = defineEmits([
+  'focus',
+  'blur',
+  'clearSelection',
+  'contentReady',
+  'send',
+]);
+
+const copilotEditorContent = ref('');
+
+const onFocus = () => {
+  emit('focus');
+};
+
+const onBlur = () => {
+  emit('blur');
+};
+
+const clearEditorSelection = () => {
+  emit('clearSelection');
+};
+
+const onSend = () => {
+  emit('send', copilotEditorContent.value);
+  copilotEditorContent.value = '';
+};
+</script>
+
+<template>
+  <Transition
+    mode="out-in"
+    enter-active-class="transition-all duration-300 ease-out"
+    enter-from-class="opacity-0 translate-y-2 scale-[0.98]"
+    enter-to-class="opacity-100 translate-y-0 scale-100"
+    leave-active-class="transition-all duration-200 ease-in"
+    leave-from-class="opacity-100 translate-y-0 scale-100"
+    leave-to-class="opacity-0 translate-y-2 scale-[0.98]"
+    @after-enter="emit('contentReady')"
+  >
+    <CopilotEditor
+      v-if="showCopilotEditor && !isGeneratingContent"
+      key="copilot-editor"
+      v-model="copilotEditorContent"
+      class="copilot-editor"
+      :generated-content="generatedContent"
+      :min-height="4"
+      :enabled-menu-options="[]"
+      :is-popout="isPopout"
+      @focus="onFocus"
+      @blur="onBlur"
+      @clear-selection="clearEditorSelection"
+      @send="onSend"
+    />
+    <div
+      v-else-if="isGeneratingContent"
+      key="loading-state"
+      class="bg-n-iris-5 rounded min-h-16 w-full mb-4 p-4 flex items-start"
+    >
+      <div class="flex items-center gap-2">
+        <CaptainLoader class="text-n-iris-10 size-4" />
+        <span class="text-sm text-n-iris-10">
+          {{ $t('CONVERSATION.REPLYBOX.COPILOT_THINKING') }}
+        </span>
+      </div>
+    </div>
+  </Transition>
+</template>
+
+<style lang="scss">
+.copilot-editor {
+  .ProseMirror-menubar {
+    display: none;
+  }
+}
+</style>

app/javascript/dashboard/components/widgets/conversation/MessageSignatureMissingAlert.vue

@@ -11,7 +11,7 @@ const openProfileSettings = () => {
 
 <template>
   <div
-    class="my-0 mx-4 px-1 flex max-h-[8vh] items-baseline justify-between hover:bg-n-slate-1 border border-dashed border-n-weak rounded-sm overflow-auto"
+    class="my-0 px-1 flex max-h-[8vh] items-baseline justify-between hover:bg-n-slate-1 border border-dashed border-n-weak rounded-sm overflow-auto"
   >
     <p class="w-fit !m-0">
       {{ $t('CONVERSATION.FOOTER.MESSAGE_SIGNATURE_NOT_CONFIGURED') }}

app/javascript/dashboard/components/widgets/conversation/MessagesView.vue

@@ -1,9 +1,8 @@
 <script>
 import { ref, provide } from 'vue';
 // composable
-import { useConfig } from 'dashboard/composables/useConfig';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
-import { useAI } from 'dashboard/composables/useAI';
+import { useCaptain } from 'dashboard/composables/useCaptain';
 import { useSnakeCase } from 'dashboard/composables/useTransformKeys';
 
 // components
@@ -49,7 +48,6 @@ export default {
   setup() {
     const isPopOutReplyBox = ref(false);
     const conversationPanelRef = ref(null);
-    const { isEnterprise } = useConfig();
 
     const keyboardEvents = {
       Escape: {
@@ -61,22 +59,14 @@ export default {
 
     useKeyboardEvents(keyboardEvents);
 
-    const {
-      isAIIntegrationEnabled,
-      isLabelSuggestionFeatureEnabled,
-      fetchIntegrationsIfRequired,
-      fetchLabelSuggestions,
-    } = useAI();
+    const { captainTasksEnabled, getLabelSuggestions } = useCaptain();
 
     provide('contextMenuElementTarget', conversationPanelRef);
 
     return {
-      isEnterprise,
       isPopOutReplyBox,
-      isAIIntegrationEnabled,
-      isLabelSuggestionFeatureEnabled,
-      fetchIntegrationsIfRequired,
-      fetchLabelSuggestions,
+      captainTasksEnabled,
+      getLabelSuggestions,
       conversationPanelRef,
     };
   },
@@ -104,10 +94,7 @@ export default {
     },
     shouldShowLabelSuggestions() {
       return (
-        this.isOpen &&
-        this.isEnterprise &&
-        this.isAIIntegrationEnabled &&
-        !this.messageSentSinceOpened
+        this.isOpen && this.captainTasksEnabled && !this.messageSentSinceOpened
       );
     },
     inboxId() {
@@ -291,24 +278,15 @@ export default {
         return;
       }
 
-      if (!this.isEnterprise) {
-        return;
-      }
-
       // Early exit if conversation already has labels - no need to suggest more
       const existingLabels = this.currentChat?.labels || [];
       if (existingLabels.length > 0) return;
 
-      // method available in mixin, need to ensure that integrations are present
-      await this.fetchIntegrationsIfRequired();
-
-      if (!this.isLabelSuggestionFeatureEnabled) {
+      if (!this.captainTasksEnabled) {
         return;
       }
 
-      this.labelSuggestions = await this.fetchLabelSuggestions({
-        conversationId: this.currentChat.id,
-      });
+      this.labelSuggestions = await this.getLabelSuggestions();
 
       // once the labels are fetched, we need to scroll to bottom
       // but we need to wait for the DOM to be updated

app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue

@@ -12,7 +12,9 @@ import AttachmentPreview from 'dashboard/components/widgets/AttachmentsPreview.v
 import ReplyTopPanel from 'dashboard/components/widgets/WootWriter/ReplyTopPanel.vue';
 import ReplyEmailHead from './ReplyEmailHead.vue';
 import ReplyBottomPanel from 'dashboard/components/widgets/WootWriter/ReplyBottomPanel.vue';
+import CopilotReplyBottomPanel from 'dashboard/components/widgets/WootWriter/CopilotReplyBottomPanel.vue';
 import ArticleSearchPopover from 'dashboard/routes/dashboard/helpcenter/components/ArticleSearch/SearchPopover.vue';
+import CopilotEditorSection from './CopilotEditorSection.vue';
 import MessageSignatureMissingAlert from './MessageSignatureMissingAlert.vue';
 import ReplyBoxBanner from './ReplyBoxBanner.vue';
 import QuotedEmailPreview from './QuotedEmailPreview.vue';
@@ -21,6 +23,7 @@ import WootMessageEditor from 'dashboard/components/widgets/WootWriter/Editor.vu
 import AudioRecorder from 'dashboard/components/widgets/WootWriter/AudioRecorder.vue';
 import { AUDIO_FORMATS } from 'shared/constants/messages';
 import { BUS_EVENTS } from 'shared/constants/busEvents';
+import { CMD_AI_ASSIST } from 'dashboard/helper/commandbar/events';
 import {
   getMessageVariables,
   getUndefinedVariablesInMessage,
@@ -45,6 +48,8 @@ import {
   removeSignature,
   getEffectiveChannelType,
 } from 'dashboard/helper/editorHelper';
+import { useCopilotReply } from 'dashboard/composables/useCopilotReply';
+import { useKbd } from 'dashboard/composables/utils/useKbd';
 import { isFileTypeAllowedForChannel } from 'shared/helpers/FileHelper';
 
 import { LOCAL_STORAGE_KEYS } from 'dashboard/constants/localStorage';
@@ -70,6 +75,8 @@ export default {
     WhatsappTemplates,
     WootMessageEditor,
     QuotedEmailPreview,
+    CopilotEditorSection,
+    CopilotReplyBottomPanel,
   },
   mixins: [inboxMixin, fileUploadMixin, keyboardEventListenerMixins],
   props: {
@@ -89,6 +96,8 @@ export default {
     } = useUISettings();
 
     const replyEditor = useTemplateRef('replyEditor');
+    const copilot = useCopilotReply();
+    const shortcutKey = useKbd(['$mod', '+', 'enter']);
 
     return {
       uiSettings,
@@ -97,6 +106,8 @@ export default {
       setQuotedReplyFlagForInbox,
       fetchQuotedReplyFlagFromUISettings,
       replyEditor,
+      copilot,
+      shortcutKey,
     };
   },
   data() {
@@ -267,7 +278,7 @@ export default {
         sendMessageText = this.$t('CONVERSATION.REPLYBOX.CREATE');
       }
       const keyLabel = this.isEditorHotKeyEnabled('cmd_enter')
-        ? '(⌘ + ↵)'
+        ? `(${this.shortcutKey})`
         : '(↵)';
       return `${sendMessageText} ${keyLabel}`;
     },
@@ -400,6 +411,9 @@ export default {
         !!this.quotedEmailText
       );
     },
+    isDefaultEditorMode() {
+      return !this.showAudioRecorderEditor && !this.copilot.isActive.value;
+    },
   },
   watch: {
     currentChat(conversation, oldConversation) {
@@ -409,6 +423,8 @@ export default {
         // This prevents overwriting user input (e.g., CC/BCC fields) when performing actions
         // like self-assign or other updates that do not actually change the conversation context
         this.setCCAndToEmailsFromLastChat();
+        // Reset Copilot editor state (includes cancelling ongoing generation)
+        this.copilot.reset();
       }
 
       if (this.isOnPrivateNote) {
@@ -478,6 +494,7 @@ export default {
       this.onNewConversationModalActive
     );
     emitter.on(BUS_EVENTS.INSERT_INTO_NORMAL_EDITOR, this.addIntoEditor);
+    emitter.on(CMD_AI_ASSIST, this.executeCopilotAction);
   },
   unmounted() {
     document.removeEventListener('paste', this.onPaste);
@@ -488,6 +505,7 @@ export default {
       BUS_EVENTS.NEW_CONVERSATION_MODAL,
       this.onNewConversationModalActive
     );
+    emitter.off(CMD_AI_ASSIST, this.executeCopilotAction);
   },
   methods: {
     handleInsert(article) {
@@ -613,7 +631,9 @@ export default {
         },
         '$mod+Enter': {
           action: () => {
-            if (this.isAValidEvent('cmd_enter')) {
+            if (this.copilot.isActive.value && this.isFocused) {
+              this.onSubmitCopilotReply();
+            } else if (this.isAValidEvent('cmd_enter')) {
               this.onSendReply();
             }
           },
@@ -830,6 +850,9 @@ export default {
       this.updateEditorSelectionWith = content;
       this.onFocus();
     },
+    executeCopilotAction(action, data) {
+      this.copilot.execute(action, data);
+    },
     clearMessage() {
       this.message = '';
       if (this.sendWithSignature && !this.isPrivate) {
@@ -1095,6 +1118,9 @@ export default {
     togglePopout() {
       this.$emit('update:popOutReplyBox', !this.popOutReplyBox);
     },
+    onSubmitCopilotReply() {
+      this.message = this.copilot.accept();
+    },
   },
 };
 </script>
@@ -1105,11 +1131,17 @@ export default {
     <ReplyTopPanel
       :mode="replyType"
       :is-reply-restricted="isReplyRestricted"
+      :disabled="
+        (copilot.isActive.value && copilot.isButtonDisabled.value) ||
+        showAudioRecorderEditor
+      "
       :is-message-length-reaching-threshold="isMessageLengthReachingThreshold"
       :characters-remaining="charactersRemaining"
       :popout-reply-box="popOutReplyBox"
       @set-reply-mode="setReplyMode"
       @toggle-popout="togglePopout"
+      @toggle-copilot="copilot.toggleEditor"
+      @execute-copilot-action="executeCopilotAction"
     />
     <ArticleSearchPopover
       v-if="showArticleSearchPopover && connectedPortalSlug"
@@ -1117,112 +1149,167 @@ export default {
       @insert="handleInsert"
       @close="onSearchPopoverClose"
     />
-    <div class="reply-box__top">
-      <ReplyToMessage
-        v-if="shouldShowReplyToMessage"
-        :message="inReplyTo"
-        @dismiss="resetReplyToMessage"
-      />
-      <EmojiInput
-        v-if="showEmojiPicker"
-        v-on-clickaway="hideEmojiPicker"
-        :class="{
-          'emoji-dialog--expanded': isOnExpandedLayout || popOutReplyBox,
-        }"
-        :on-click="addIntoEditor"
-      />
-      <ReplyEmailHead
-        v-if="showReplyHead"
-        v-model:cc-emails="ccEmails"
-        v-model:bcc-emails="bccEmails"
-        v-model:to-emails="toEmails"
-      />
-      <AudioRecorder
-        v-if="showAudioRecorderEditor"
-        ref="audioRecorderInput"
-        :audio-record-format="audioRecordFormat"
-        @recorder-progress-changed="onRecordProgressChanged"
-        @finish-record="onFinishRecorder"
-        @play="recordingAudioState = 'playing'"
-        @pause="recordingAudioState = 'paused'"
-      />
-      <WootMessageEditor
-        v-model="message"
-        :editor-id="editorStateId"
-        class="input popover-prosemirror-menu"
-        :is-private="isOnPrivateNote"
-        :placeholder="messagePlaceHolder"
-        :update-selection-with="updateEditorSelectionWith"
-        :min-height="4"
-        enable-variables
-        :variables="messageVariables"
-        :signature="messageSignature"
-        allow-signature
-        :channel-type="channelType"
-        :medium="inbox.medium"
-        @typing-off="onTypingOff"
-        @typing-on="onTypingOn"
-        @focus="onFocus"
-        @blur="onBlur"
-        @toggle-user-mention="toggleUserMention"
-        @toggle-canned-menu="toggleCannedMenu"
-        @toggle-variables-menu="toggleVariablesMenu"
-        @clear-selection="clearEditorSelection"
-      />
-      <QuotedEmailPreview
-        v-if="shouldShowQuotedPreview"
-        :quoted-email-text="quotedEmailText"
-        :preview-text="quotedEmailPreviewText"
-        @toggle="toggleQuotedReply"
-      />
-    </div>
-    <div
-      v-if="hasAttachments && !showAudioRecorderEditor"
-      class="attachment-preview-box"
-      @paste="onPaste"
+    <Transition
+      mode="out-in"
+      enter-active-class="transition-all duration-300 ease-out"
+      enter-from-class="opacity-0 translate-y-2 scale-[0.98]"
+      enter-to-class="opacity-100 translate-y-0 scale-100"
+      leave-active-class="transition-all duration-200 ease-in"
+      leave-from-class="opacity-100 translate-y-0 scale-100"
+      leave-to-class="opacity-0 translate-y-2 scale-[0.98]"
     >
-      <AttachmentPreview
-        class="flex-col mt-4"
-        :attachments="attachedFiles"
-        @remove-attachment="removeAttachment"
+      <div :key="copilot.editorTransitionKey.value" class="reply-box__top">
+        <ReplyToMessage
+          v-if="shouldShowReplyToMessage"
+          :message="inReplyTo"
+          @dismiss="resetReplyToMessage"
+        />
+        <EmojiInput
+          v-if="showEmojiPicker"
+          v-on-clickaway="hideEmojiPicker"
+          :class="{
+            'emoji-dialog--expanded': isOnExpandedLayout || popOutReplyBox,
+          }"
+          :on-click="addIntoEditor"
+        />
+        <ReplyEmailHead
+          v-if="showReplyHead && isDefaultEditorMode"
+          v-model:cc-emails="ccEmails"
+          v-model:bcc-emails="bccEmails"
+          v-model:to-emails="toEmails"
+        />
+        <AudioRecorder
+          v-if="showAudioRecorderEditor"
+          ref="audioRecorderInput"
+          :audio-record-format="audioRecordFormat"
+          @recorder-progress-changed="onRecordProgressChanged"
+          @finish-record="onFinishRecorder"
+          @play="recordingAudioState = 'playing'"
+          @pause="recordingAudioState = 'paused'"
+        />
+        <CopilotEditorSection
+          v-if="copilot.isActive.value && !showAudioRecorderEditor"
+          :show-copilot-editor="copilot.showEditor.value"
+          :is-generating-content="copilot.isGenerating.value"
+          :generated-content="copilot.generatedContent.value"
+          :is-popout="popOutReplyBox"
+          :placeholder="$t('CONVERSATION.FOOTER.COPILOT_MSG_INPUT')"
+          @focus="onFocus"
+          @blur="onBlur"
+          @clear-selection="clearEditorSelection"
+          @close="copilot.showEditor.value = false"
+          @content-ready="copilot.setContentReady"
+          @send="copilot.sendFollowUp"
+        />
+        <WootMessageEditor
+          v-else-if="!showAudioRecorderEditor"
+          v-model="message"
+          :editor-id="editorStateId"
+          class="input popover-prosemirror-menu"
+          :is-private="isOnPrivateNote"
+          :placeholder="messagePlaceHolder"
+          :update-selection-with="updateEditorSelectionWith"
+          :min-height="4"
+          enable-variables
+          :variables="messageVariables"
+          :signature="messageSignature"
+          allow-signature
+          :channel-type="channelType"
+          :medium="inbox.medium"
+          @typing-off="onTypingOff"
+          @typing-on="onTypingOn"
+          @focus="onFocus"
+          @blur="onBlur"
+          @toggle-user-mention="toggleUserMention"
+          @toggle-canned-menu="toggleCannedMenu"
+          @toggle-variables-menu="toggleVariablesMenu"
+          @clear-selection="clearEditorSelection"
+          @execute-copilot-action="executeCopilotAction"
+        />
+
+        <QuotedEmailPreview
+          v-if="shouldShowQuotedPreview && isDefaultEditorMode"
+          :quoted-email-text="quotedEmailText"
+          :preview-text="quotedEmailPreviewText"
+          class="mb-2"
+          @toggle="toggleQuotedReply"
+        />
+
+        <div
+          v-if="hasAttachments && isDefaultEditorMode"
+          class="bg-transparent py-0 mb-2"
+          @paste="onPaste"
+        >
+          <AttachmentPreview
+            class="mt-2"
+            :attachments="attachedFiles"
+            @remove-attachment="removeAttachment"
+          />
+        </div>
+        <MessageSignatureMissingAlert
+          v-if="
+            isSignatureEnabledForInbox &&
+            !isSignatureAvailable &&
+            isDefaultEditorMode
+          "
+          class="mb-2"
+        />
+      </div>
+    </Transition>
+
+    <Transition
+      mode="out-in"
+      enter-active-class="transition-all duration-300 ease-out"
+      enter-from-class="opacity-0 translate-y-2 scale-[0.98]"
+      enter-to-class="opacity-100 translate-y-0 scale-100"
+      leave-active-class="transition-all duration-200 ease-in"
+      leave-from-class="opacity-100 translate-y-0 scale-100"
+      leave-to-class="opacity-0 translate-y-2 scale-[0.98]"
+    >
+      <CopilotReplyBottomPanel
+        v-if="copilot.isActive.value"
+        key="copilot-bottom-panel"
+        :is-generating-content="copilot.isButtonDisabled.value"
+        @submit="onSubmitCopilotReply"
+        @cancel="copilot.toggleEditor"
       />
-    </div>
-    <MessageSignatureMissingAlert
-      v-if="isSignatureEnabledForInbox && !isSignatureAvailable"
-    />
-    <ReplyBottomPanel
-      :conversation-id="conversationId"
-      :enable-multiple-file-upload="enableMultipleFileUpload"
-      :enable-whats-app-templates="showWhatsappTemplates"
-      :enable-content-templates="showContentTemplates"
-      :inbox="inbox"
-      :is-on-private-note="isOnPrivateNote"
-      :is-recording-audio="isRecordingAudio"
-      :is-send-disabled="isReplyButtonDisabled"
-      :is-note="isPrivate"
-      :on-file-upload="onFileUpload"
-      :on-send="onSendReply"
-      :conversation-type="conversationType"
-      :recording-audio-duration-text="recordingAudioDurationText"
-      :recording-audio-state="recordingAudioState"
-      :send-button-text="replyButtonLabel"
-      :show-audio-recorder="showAudioRecorder"
-      :show-emoji-picker="showEmojiPicker"
-      :show-file-upload="showFileUpload"
-      :show-quoted-reply-toggle="shouldShowQuotedReplyToggle"
-      :quoted-reply-enabled="quotedReplyPreference"
-      :toggle-audio-recorder-play-pause="toggleAudioRecorderPlayPause"
-      :toggle-audio-recorder="toggleAudioRecorder"
-      :toggle-emoji-picker="toggleEmojiPicker"
-      :message="message"
-      :portal-slug="connectedPortalSlug"
-      :new-conversation-modal-active="newConversationModalActive"
-      @select-whatsapp-template="openWhatsappTemplateModal"
-      @select-content-template="openContentTemplateModal"
-      @replace-text="replaceText"
-      @toggle-insert-article="toggleInsertArticle"
-      @toggle-quoted-reply="toggleQuotedReply"
-    />
+      <ReplyBottomPanel
+        v-else
+        key="reply-bottom-panel"
+        :conversation-id="conversationId"
+        :enable-multiple-file-upload="enableMultipleFileUpload"
+        :enable-whats-app-templates="showWhatsappTemplates"
+        :enable-content-templates="showContentTemplates"
+        :inbox="inbox"
+        :is-on-private-note="isOnPrivateNote"
+        :is-recording-audio="isRecordingAudio"
+        :is-send-disabled="isReplyButtonDisabled"
+        :is-note="isPrivate"
+        :on-file-upload="onFileUpload"
+        :on-send="onSendReply"
+        :conversation-type="conversationType"
+        :recording-audio-duration-text="recordingAudioDurationText"
+        :recording-audio-state="recordingAudioState"
+        :send-button-text="replyButtonLabel"
+        :show-audio-recorder="showAudioRecorder"
+        :show-emoji-picker="showEmojiPicker"
+        :show-file-upload="showFileUpload"
+        :show-quoted-reply-toggle="shouldShowQuotedReplyToggle"
+        :quoted-reply-enabled="quotedReplyPreference"
+        :toggle-audio-recorder-play-pause="toggleAudioRecorderPlayPause"
+        :toggle-audio-recorder="toggleAudioRecorder"
+        :toggle-emoji-picker="toggleEmojiPicker"
+        :message="message"
+        :portal-slug="connectedPortalSlug"
+        :new-conversation-modal-active="newConversationModalActive"
+        @select-whatsapp-template="openWhatsappTemplateModal"
+        @select-content-template="openContentTemplateModal"
+        @replace-text="replaceText"
+        @toggle-insert-article="toggleInsertArticle"
+        @toggle-quoted-reply="toggleQuotedReply"
+      />
+    </Transition>
+
     <WhatsappTemplates
       :inbox-id="inbox.id"
       :show="showWhatsAppTemplatesModal"
@@ -1252,13 +1339,7 @@ export default {
   @apply mb-0;
 }
 
-.attachment-preview-box {
-  @apply bg-transparent py-0 px-4;
-}
-
 .reply-box {
-  transition: height 2s cubic-bezier(0.37, 0, 0.63, 1);
-
   @apply relative mb-2 mx-2 border border-n-weak rounded-xl bg-n-solid-1;
 
   &.is-private {

app/javascript/dashboard/components/widgets/conversation/conversation/LabelSuggestion.vue

@@ -4,7 +4,7 @@ import NextButton from 'dashboard/components-next/button/Button.vue';
 import Avatar from 'dashboard/components-next/avatar/Avatar.vue';
 
 // composables
-import { useAI } from 'dashboard/composables/useAI';
+import { useCaptain } from 'dashboard/composables/useCaptain';
 import { useTrack } from 'dashboard/composables';
 
 // store & api
@@ -33,9 +33,9 @@ export default {
     },
   },
   setup() {
-    const { isAIIntegrationEnabled } = useAI();
+    const { captainTasksEnabled } = useCaptain();
 
-    return { isAIIntegrationEnabled };
+    return { captainTasksEnabled };
   },
   data() {
     return {
@@ -78,7 +78,7 @@ export default {
     },
     shouldShowSuggestions() {
       if (this.isDismissed) return false;
-      if (!this.isAIIntegrationEnabled) return false;
+      if (!this.captainTasksEnabled) return false;
 
       return this.preparedLabels.length && this.chatLabels.length === 0;
     },

app/javascript/dashboard/components/widgets/conversation/copilot/CaptainLoader.vue

@@ -0,0 +1,33 @@
+<script setup>
+import Icon from 'next/icon/Icon.vue';
+</script>
+
+<template>
+  <Icon v-once icon="i-woot-captain" class="jumping-logo" />
+</template>
+
+<style scoped>
+.jumping-logo {
+  transform-origin: center bottom;
+  animation: jump 1s cubic-bezier(0.28, 0.84, 0.42, 1) infinite;
+  will-change: transform;
+}
+
+@keyframes jump {
+  0% {
+    transform: translateY(0) scale(1, 1);
+  }
+  20% {
+    transform: translateY(0) scale(1.05, 0.95);
+  }
+  50% {
+    transform: translateY(-5px) scale(0.95, 1.05);
+  }
+  80% {
+    transform: translateY(0) scale(1.02, 0.98);
+  }
+  100% {
+    transform: translateY(0) scale(1, 1);
+  }
+}
+</style>

app/javascript/dashboard/composables/commands/spec/useConversationHotKeys.spec.js

@@ -3,7 +3,7 @@ import { useStore, useMapGetter } from 'dashboard/composables/store';
 import { useI18n } from 'vue-i18n';
 import { useRoute } from 'vue-router';
 import { useConversationLabels } from 'dashboard/composables/useConversationLabels';
-import { useAI } from 'dashboard/composables/useAI';
+import { useCaptain } from 'dashboard/composables/useCaptain';
 import { useAgentsList } from 'dashboard/composables/useAgentsList';
 import { REPLY_EDITOR_MODES } from 'dashboard/components/widgets/WootWriter/constants';
 import {
@@ -18,7 +18,7 @@ vi.mock('dashboard/composables/store');
 vi.mock('vue-i18n');
 vi.mock('vue-router');
 vi.mock('dashboard/composables/useConversationLabels');
-vi.mock('dashboard/composables/useAI');
+vi.mock('dashboard/composables/useCaptain');
 vi.mock('dashboard/composables/useAgentsList');
 
 describe('useConversationHotKeys', () => {
@@ -49,7 +49,7 @@ describe('useConversationHotKeys', () => {
       addLabelToConversation: vi.fn(),
       removeLabelFromConversation: vi.fn(),
     });
-    useAI.mockReturnValue({ isAIIntegrationEnabled: { value: true } });
+    useCaptain.mockReturnValue({ captainTasksEnabled: { value: true } });
     useAgentsList.mockReturnValue({
       agentsList: { value: [] },
       assignableAgents: { value: mockAssignableAgents },
@@ -67,7 +67,7 @@ describe('useConversationHotKeys', () => {
     expect(conversationHotKeys.value.length).toBeGreaterThan(0);
   });
 
-  it('should include AI assist actions when AI integration is enabled', () => {
+  it('should include AI assist actions when captain tasks is enabled', () => {
     const { conversationHotKeys } = useConversationHotKeys();
     const aiAssistAction = conversationHotKeys.value.find(
       action => action.id === 'ai_assist'
@@ -75,8 +75,8 @@ describe('useConversationHotKeys', () => {
     expect(aiAssistAction).toBeDefined();
   });
 
-  it('should not include AI assist actions when AI integration is disabled', () => {
-    useAI.mockReturnValue({ isAIIntegrationEnabled: { value: false } });
+  it('should not include AI assist actions when captain tasks is disabled', () => {
+    useCaptain.mockReturnValue({ captainTasksEnabled: { value: false } });
     const { conversationHotKeys } = useConversationHotKeys();
     const aiAssistAction = conversationHotKeys.value.find(
       action => action.id === 'ai_assist'

app/javascript/dashboard/composables/commands/useConversationHotKeys.js

@@ -4,7 +4,7 @@ import { useStore, useMapGetter } from 'dashboard/composables/store';
 import { useRoute } from 'vue-router';
 import { emitter } from 'shared/helpers/mitt';
 import { useConversationLabels } from 'dashboard/composables/useConversationLabels';
-import { useAI } from 'dashboard/composables/useAI';
+import { useCaptain } from 'dashboard/composables/useCaptain';
 import { useAgentsList } from 'dashboard/composables/useAgentsList';
 import { CMD_AI_ASSIST } from 'dashboard/helper/commandbar/events';
 import { REPLY_EDITOR_MODES } from 'dashboard/components/widgets/WootWriter/constants';
@@ -102,8 +102,8 @@ const createNonDraftMessageAIAssistActions = (t, replyMode) => {
 const createDraftMessageAIAssistActions = t => {
   return [
     {
-      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.REPHRASE'),
-      key: 'rephrase',
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.CONFIDENT'),
+      key: 'confident',
       icon: ICON_AI_ASSIST,
     },
     {
@@ -112,28 +112,23 @@ const createDraftMessageAIAssistActions = t => {
       icon: ICON_AI_GRAMMAR,
     },
     {
-      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.EXPAND'),
-      key: 'expand',
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.PROFESSIONAL'),
+      key: 'professional',
       icon: ICON_AI_EXPAND,
     },
     {
-      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.SHORTEN'),
-      key: 'shorten',
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.CASUAL'),
+      key: 'casual',
       icon: ICON_AI_SHORTEN,
     },
     {
       label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.MAKE_FRIENDLY'),
-      key: 'make_friendly',
+      key: 'friendly',
       icon: ICON_AI_ASSIST,
     },
     {
-      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.MAKE_FORMAL'),
-      key: 'make_formal',
-      icon: ICON_AI_ASSIST,
-    },
-    {
-      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.SIMPLIFY'),
-      key: 'simplify',
+      label: t('INTEGRATION_SETTINGS.OPEN_AI.OPTIONS.STRAIGHTFORWARD'),
+      key: 'straightforward',
       icon: ICON_AI_ASSIST,
     },
   ];
@@ -151,7 +146,7 @@ export function useConversationHotKeys() {
     removeLabelFromConversation,
   } = useConversationLabels();
 
-  const { isAIIntegrationEnabled } = useAI();
+  const { captainTasksEnabled } = useCaptain();
   const { agentsList } = useAgentsList();
 
   const currentChat = useMapGetter('getSelectedChat');
@@ -386,7 +381,7 @@ export function useConversationHotKeys() {
       ...labelActions.value,
       ...assignPriorityActions.value,
     ];
-    if (isAIIntegrationEnabled.value) {
+    if (captainTasksEnabled.value) {
       return [...defaultConversationHotKeys, ...AIAssistActions.value];
     }
     return defaultConversationHotKeys;

app/javascript/dashboard/composables/spec/useAI.spec.js

@@ -1,122 +0,0 @@
-import { useAI } from '../useAI';
-import {
-  useStore,
-  useStoreGetters,
-  useMapGetter,
-} from 'dashboard/composables/store';
-import { useI18n } from 'vue-i18n';
-import OpenAPI from 'dashboard/api/integrations/openapi';
-import analyticsHelper from 'dashboard/helper/AnalyticsHelper/index';
-
-vi.mock('dashboard/composables/store');
-vi.mock('vue-i18n');
-vi.mock('dashboard/api/integrations/openapi');
-vi.mock('dashboard/helper/AnalyticsHelper/index', async importOriginal => {
-  const actual = await importOriginal();
-  actual.default = {
-    track: vi.fn(),
-  };
-  return actual;
-});
-vi.mock('dashboard/helper/AnalyticsHelper/events', () => ({
-  OPEN_AI_EVENTS: {
-    TEST_EVENT: 'open_ai_test_event',
-  },
-}));
-
-describe('useAI', () => {
-  const mockStore = {
-    dispatch: vi.fn(),
-  };
-
-  const mockGetters = {
-    'integrations/getUIFlags': { value: { isFetching: false } },
-    'draftMessages/get': { value: () => 'Draft message' },
-  };
-
-  beforeEach(() => {
-    vi.clearAllMocks();
-    useStore.mockReturnValue(mockStore);
-    useStoreGetters.mockReturnValue(mockGetters);
-    useMapGetter.mockImplementation(getter => {
-      const mockValues = {
-        'integrations/getAppIntegrations': [],
-        getSelectedChat: { id: '123' },
-        'draftMessages/getReplyEditorMode': 'reply',
-      };
-      return { value: mockValues[getter] };
-    });
-    useI18n.mockReturnValue({ t: vi.fn() });
-  });
-
-  it('initializes computed properties correctly', async () => {
-    const { uiFlags, appIntegrations, currentChat, replyMode, draftMessage } =
-      useAI();
-
-    expect(uiFlags.value).toEqual({ isFetching: false });
-    expect(appIntegrations.value).toEqual([]);
-    expect(currentChat.value).toEqual({ id: '123' });
-    expect(replyMode.value).toBe('reply');
-    expect(draftMessage.value).toBe('Draft message');
-  });
-
-  it('fetches integrations if required', async () => {
-    const { fetchIntegrationsIfRequired } = useAI();
-    await fetchIntegrationsIfRequired();
-    expect(mockStore.dispatch).toHaveBeenCalledWith('integrations/get');
-  });
-
-  it('does not fetch integrations if already loaded', async () => {
-    useMapGetter.mockImplementation(getter => {
-      const mockValues = {
-        'integrations/getAppIntegrations': [{ id: 'openai' }],
-        getSelectedChat: { id: '123' },
-        'draftMessages/getReplyEditorMode': 'reply',
-      };
-      return { value: mockValues[getter] };
-    });
-
-    const { fetchIntegrationsIfRequired } = useAI();
-    await fetchIntegrationsIfRequired();
-    expect(mockStore.dispatch).not.toHaveBeenCalled();
-  });
-
-  it('records analytics correctly', async () => {
-    // const mockTrack = analyticsHelper.track;
-    const { recordAnalytics } = useAI();
-
-    await recordAnalytics('TEST_EVENT', { data: 'test' });
-
-    expect(analyticsHelper.track).toHaveBeenCalledWith('open_ai_test_event', {
-      type: 'TEST_EVENT',
-      data: 'test',
-    });
-  });
-
-  it('fetches label suggestions', async () => {
-    OpenAPI.processEvent.mockResolvedValue({
-      data: { message: 'label1, label2' },
-    });
-
-    useMapGetter.mockImplementation(getter => {
-      const mockValues = {
-        'integrations/getAppIntegrations': [
-          { id: 'openai', hooks: [{ id: 'hook1' }] },
-        ],
-        getSelectedChat: { id: '123' },
-      };
-      return { value: mockValues[getter] };
-    });
-
-    const { fetchLabelSuggestions } = useAI();
-    const result = await fetchLabelSuggestions();
-
-    expect(OpenAPI.processEvent).toHaveBeenCalledWith({
-      type: 'label_suggestion',
-      hookId: 'hook1',
-      conversationId: '123',
-    });
-
-    expect(result).toEqual(['label1', 'label2']);
-  });
-});

app/javascript/dashboard/composables/spec/useCaptain.spec.js

@@ -0,0 +1,213 @@
+import { useCaptain } from '../useCaptain';
+import {
+  useFunctionGetter,
+  useMapGetter,
+  useStore,
+} from 'dashboard/composables/store';
+import { useAccount } from 'dashboard/composables/useAccount';
+import { useConfig } from 'dashboard/composables/useConfig';
+import { useI18n } from 'vue-i18n';
+import TasksAPI from 'dashboard/api/captain/tasks';
+import analyticsHelper from 'dashboard/helper/AnalyticsHelper/index';
+
+vi.mock('dashboard/composables/store');
+vi.mock('dashboard/composables/useAccount');
+vi.mock('dashboard/composables/useConfig');
+vi.mock('vue-i18n');
+vi.mock('dashboard/api/captain/tasks');
+vi.mock('dashboard/helper/AnalyticsHelper/index', async importOriginal => {
+  const actual = await importOriginal();
+  actual.default = {
+    track: vi.fn(),
+  };
+  return actual;
+});
+vi.mock('dashboard/helper/AnalyticsHelper/events', () => ({
+  OPEN_AI_EVENTS: {
+    TEST_EVENT: 'open_ai_test_event',
+  },
+}));
+
+describe('useCaptain', () => {
+  const mockStore = {
+    dispatch: vi.fn(),
+  };
+
+  beforeEach(() => {
+    vi.clearAllMocks();
+    useStore.mockReturnValue(mockStore);
+    useFunctionGetter.mockReturnValue({ value: 'Draft message' });
+    useMapGetter.mockImplementation(getter => {
+      const mockValues = {
+        'accounts/getUIFlags': { isFetchingLimits: false },
+        getSelectedChat: { id: '123' },
+        'draftMessages/getReplyEditorMode': 'reply',
+      };
+      return { value: mockValues[getter] };
+    });
+    useI18n.mockReturnValue({ t: vi.fn() });
+    useAccount.mockReturnValue({
+      isCloudFeatureEnabled: vi.fn().mockReturnValue(true),
+      currentAccount: { value: { limits: { captain: {} } } },
+    });
+    useConfig.mockReturnValue({
+      isEnterprise: false,
+    });
+  });
+
+  it('initializes computed properties correctly', async () => {
+    const { captainEnabled, captainTasksEnabled, currentChat, draftMessage } =
+      useCaptain();
+
+    expect(captainEnabled.value).toBe(true);
+    expect(captainTasksEnabled.value).toBe(true);
+    expect(currentChat.value).toEqual({ id: '123' });
+    expect(draftMessage.value).toBe('Draft message');
+  });
+
+  it('records analytics correctly', async () => {
+    const { recordAnalytics } = useCaptain();
+
+    await recordAnalytics('TEST_EVENT', { data: 'test' });
+
+    expect(analyticsHelper.track).toHaveBeenCalledWith('open_ai_test_event', {
+      type: 'TEST_EVENT',
+      data: 'test',
+    });
+  });
+
+  it('gets label suggestions', async () => {
+    TasksAPI.labelSuggestion.mockResolvedValue({
+      data: { message: 'label1, label2' },
+    });
+
+    const { getLabelSuggestions } = useCaptain();
+    const result = await getLabelSuggestions();
+
+    expect(TasksAPI.labelSuggestion).toHaveBeenCalledWith('123');
+    expect(result).toEqual(['label1', 'label2']);
+  });
+
+  it('rewrites content', async () => {
+    TasksAPI.rewrite.mockResolvedValue({
+      data: { message: 'Rewritten content', follow_up_context: { id: 'ctx1' } },
+    });
+
+    const { rewriteContent } = useCaptain();
+    const result = await rewriteContent('Original content', 'improve', {});
+
+    expect(TasksAPI.rewrite).toHaveBeenCalledWith(
+      {
+        content: 'Original content',
+        operation: 'improve',
+        conversationId: '123',
+      },
+      undefined
+    );
+    expect(result).toEqual({
+      message: 'Rewritten content',
+      followUpContext: { id: 'ctx1' },
+    });
+  });
+
+  it('summarizes conversation', async () => {
+    TasksAPI.summarize.mockResolvedValue({
+      data: { message: 'Summary', follow_up_context: { id: 'ctx2' } },
+    });
+
+    const { summarizeConversation } = useCaptain();
+    const result = await summarizeConversation({});
+
+    expect(TasksAPI.summarize).toHaveBeenCalledWith('123', undefined);
+    expect(result).toEqual({
+      message: 'Summary',
+      followUpContext: { id: 'ctx2' },
+    });
+  });
+
+  it('gets reply suggestion', async () => {
+    TasksAPI.replySuggestion.mockResolvedValue({
+      data: { message: 'Reply suggestion', follow_up_context: { id: 'ctx3' } },
+    });
+
+    const { getReplySuggestion } = useCaptain();
+    const result = await getReplySuggestion({});
+
+    expect(TasksAPI.replySuggestion).toHaveBeenCalledWith('123', undefined);
+    expect(result).toEqual({
+      message: 'Reply suggestion',
+      followUpContext: { id: 'ctx3' },
+    });
+  });
+
+  it('sends follow-up message', async () => {
+    TasksAPI.followUp.mockResolvedValue({
+      data: {
+        message: 'Follow-up response',
+        follow_up_context: { id: 'ctx4' },
+      },
+    });
+
+    const { followUp } = useCaptain();
+    const result = await followUp({
+      followUpContext: { id: 'ctx3' },
+      message: 'Make it shorter',
+    });
+
+    expect(TasksAPI.followUp).toHaveBeenCalledWith(
+      {
+        followUpContext: { id: 'ctx3' },
+        message: 'Make it shorter',
+        conversationId: '123',
+      },
+      undefined
+    );
+    expect(result).toEqual({
+      message: 'Follow-up response',
+      followUpContext: { id: 'ctx4' },
+    });
+  });
+
+  it('processes event and routes to correct method', async () => {
+    TasksAPI.summarize.mockResolvedValue({
+      data: { message: 'Summary' },
+    });
+    TasksAPI.replySuggestion.mockResolvedValue({
+      data: { message: 'Reply' },
+    });
+    TasksAPI.rewrite.mockResolvedValue({
+      data: { message: 'Rewritten' },
+    });
+
+    const { processEvent } = useCaptain();
+
+    // Test summarize
+    await processEvent('summarize', '', {});
+    expect(TasksAPI.summarize).toHaveBeenCalled();
+
+    // Test reply_suggestion
+    await processEvent('reply_suggestion', '', {});
+    expect(TasksAPI.replySuggestion).toHaveBeenCalled();
+
+    // Test rewrite (improve)
+    await processEvent('improve', 'content', {});
+    expect(TasksAPI.rewrite).toHaveBeenCalled();
+  });
+
+  it('returns empty array when no conversation ID for label suggestions', async () => {
+    useMapGetter.mockImplementation(getter => {
+      const mockValues = {
+        'accounts/getUIFlags': { isFetchingLimits: false },
+        getSelectedChat: { id: null },
+        'draftMessages/getReplyEditorMode': 'reply',
+      };
+      return { value: mockValues[getter] };
+    });
+
+    const { getLabelSuggestions } = useCaptain();
+    const result = await getLabelSuggestions();
+
+    expect(result).toEqual([]);
+    expect(TasksAPI.labelSuggestion).not.toHaveBeenCalled();
+  });
+});

app/javascript/dashboard/composables/useAI.js

@@ -1,203 +0,0 @@
-import { computed, onMounted } from 'vue';
-import {
-  useStore,
-  useStoreGetters,
-  useMapGetter,
-} from 'dashboard/composables/store';
-import { useAlert, useTrack } from 'dashboard/composables';
-import { useI18n } from 'vue-i18n';
-import { OPEN_AI_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
-import OpenAPI from 'dashboard/api/integrations/openapi';
-
-/**
- * Cleans and normalizes a list of labels.
- * @param {string} labels - A comma-separated string of labels.
- * @returns {string[]} An array of cleaned and unique labels.
- */
-const cleanLabels = labels => {
-  return labels
-    .toLowerCase() // Set it to lowercase
-    .split(',') // split the string into an array
-    .filter(label => label.trim()) // remove any empty strings
-    .map(label => label.trim()) // trim the words
-    .filter((label, index, self) => self.indexOf(label) === index);
-};
-
-/**
- * A composable function for AI-related operations in the dashboard.
- * @returns {Object} An object containing AI-related methods and computed properties.
- */
-export function useAI() {
-  const store = useStore();
-  const getters = useStoreGetters();
-  const { t } = useI18n();
-
-  /**
-   * Computed property for UI flags.
-   * @type {import('vue').ComputedRef<Object>}
-   */
-  const uiFlags = computed(() => getters['integrations/getUIFlags'].value);
-
-  const appIntegrations = useMapGetter('integrations/getAppIntegrations');
-  const currentChat = useMapGetter('getSelectedChat');
-  const replyMode = useMapGetter('draftMessages/getReplyEditorMode');
-
-  /**
-   * Computed property for the AI integration.
-   * @type {import('vue').ComputedRef<Object|undefined>}
-   */
-  const aiIntegration = computed(
-    () =>
-      appIntegrations.value.find(
-        integration => integration.id === 'openai' && !!integration.hooks.length
-      )?.hooks[0]
-  );
-
-  /**
-   * Computed property to check if AI integration is enabled.
-   * @type {import('vue').ComputedRef<boolean>}
-   */
-  const isAIIntegrationEnabled = computed(() => !!aiIntegration.value);
-
-  /**
-   * Computed property to check if label suggestion feature is enabled.
-   * @type {import('vue').ComputedRef<boolean>}
-   */
-  const isLabelSuggestionFeatureEnabled = computed(() => {
-    if (aiIntegration.value) {
-      const { settings = {} } = aiIntegration.value || {};
-      return settings.label_suggestion;
-    }
-    return false;
-  });
-
-  /**
-   * Computed property to check if app integrations are being fetched.
-   * @type {import('vue').ComputedRef<boolean>}
-   */
-  const isFetchingAppIntegrations = computed(() => uiFlags.value.isFetching);
-
-  /**
-   * Computed property for the hook ID.
-   * @type {import('vue').ComputedRef<string|undefined>}
-   */
-  const hookId = computed(() => aiIntegration.value?.id);
-
-  /**
-   * Computed property for the conversation ID.
-   * @type {import('vue').ComputedRef<string|undefined>}
-   */
-  const conversationId = computed(() => currentChat.value?.id);
-
-  /**
-   * Computed property for the draft key.
-   * @type {import('vue').ComputedRef<string>}
-   */
-  const draftKey = computed(
-    () => `draft-${conversationId.value}-${replyMode.value}`
-  );
-
-  /**
-   * Computed property for the draft message.
-   * @type {import('vue').ComputedRef<string>}
-   */
-  const draftMessage = computed(() =>
-    getters['draftMessages/get'].value(draftKey.value)
-  );
-
-  /**
-   * Fetches integrations if they haven't been loaded yet.
-   * @returns {Promise<void>}
-   */
-  const fetchIntegrationsIfRequired = async () => {
-    if (!appIntegrations.value.length) {
-      await store.dispatch('integrations/get');
-    }
-  };
-
-  /**
-   * Records analytics for AI-related events.
-   * @param {string} type - The type of event.
-   * @param {Object} payload - Additional data for the event.
-   * @returns {Promise<void>}
-   */
-  const recordAnalytics = async (type, payload) => {
-    const event = OPEN_AI_EVENTS[type.toUpperCase()];
-    if (event) {
-      useTrack(event, {
-        type,
-        ...payload,
-      });
-    }
-  };
-
-  /**
-   * Fetches label suggestions for the current conversation.
-   * @returns {Promise<string[]>} An array of suggested labels.
-   */
-  const fetchLabelSuggestions = async () => {
-    if (!conversationId.value) return [];
-
-    try {
-      const result = await OpenAPI.processEvent({
-        type: 'label_suggestion',
-        hookId: hookId.value,
-        conversationId: conversationId.value,
-      });
-
-      const {
-        data: { message: labels },
-      } = result;
-
-      return cleanLabels(labels);
-    } catch {
-      return [];
-    }
-  };
-
-  /**
-   * Processes an AI event, such as rephrasing content.
-   * @param {string} [type='rephrase'] - The type of AI event to process.
-   * @returns {Promise<string>} The generated message or an empty string if an error occurs.
-   */
-  const processEvent = async (type = 'rephrase') => {
-    try {
-      const result = await OpenAPI.processEvent({
-        hookId: hookId.value,
-        type,
-        content: draftMessage.value,
-        conversationId: conversationId.value,
-      });
-      const {
-        data: { message: generatedMessage },
-      } = result;
-      return generatedMessage;
-    } catch (error) {
-      const errorData = error.response.data.error;
-      const errorMessage =
-        errorData?.error?.message ||
-        t('INTEGRATION_SETTINGS.OPEN_AI.GENERATE_ERROR');
-      useAlert(errorMessage);
-      return '';
-    }
-  };
-
-  onMounted(() => {
-    fetchIntegrationsIfRequired();
-  });
-
-  return {
-    draftMessage,
-    uiFlags,
-    appIntegrations,
-    currentChat,
-    replyMode,
-    isAIIntegrationEnabled,
-    isLabelSuggestionFeatureEnabled,
-    isFetchingAppIntegrations,
-    fetchIntegrationsIfRequired,
-    recordAnalytics,
-    fetchLabelSuggestions,
-    processEvent,
-  };
-}

app/javascript/dashboard/composables/useCaptain.js

@@ -1,20 +1,56 @@
 import { computed } from 'vue';
-import { useMapGetter, useStore } from 'dashboard/composables/store.js';
+import {
+  useFunctionGetter,
+  useMapGetter,
+  useStore,
+} from 'dashboard/composables/store.js';
 import { useAccount } from 'dashboard/composables/useAccount';
 import { useConfig } from 'dashboard/composables/useConfig';
 import { useCamelCase } from 'dashboard/composables/useTransformKeys';
+import { useAlert, useTrack } from 'dashboard/composables';
+import { useI18n } from 'vue-i18n';
 import { FEATURE_FLAGS } from 'dashboard/featureFlags';
+import { OPEN_AI_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
+import TasksAPI from 'dashboard/api/captain/tasks';
+
+/**
+ * Cleans and normalizes a list of labels.
+ * @param {string} labels - A comma-separated string of labels.
+ * @returns {string[]} An array of cleaned and unique labels.
+ */
+const cleanLabels = labels => {
+  return labels
+    .toLowerCase()
+    .split(',')
+    .filter(label => label.trim())
+    .map(label => label.trim())
+    .filter((label, index, self) => self.indexOf(label) === index);
+};
 
 export function useCaptain() {
   const store = useStore();
+  const { t } = useI18n();
   const { isCloudFeatureEnabled, currentAccount } = useAccount();
   const { isEnterprise } = useConfig();
   const uiFlags = useMapGetter('accounts/getUIFlags');
+  const currentChat = useMapGetter('getSelectedChat');
+  const replyMode = useMapGetter('draftMessages/getReplyEditorMode');
+  const conversationId = computed(() => currentChat.value?.id);
+  const draftKey = computed(
+    () => `draft-${conversationId.value}-${replyMode.value}`
+  );
+  const draftMessage = useFunctionGetter('draftMessages/get', draftKey);
 
+  // === Feature Flags ===
   const captainEnabled = computed(() => {
     return isCloudFeatureEnabled(FEATURE_FLAGS.CAPTAIN);
   });
 
+  const captainTasksEnabled = computed(() => {
+    return isCloudFeatureEnabled(FEATURE_FLAGS.CAPTAIN_TASKS);
+  });
+
+  // === Limits (Enterprise) ===
   const captainLimits = computed(() => {
     return currentAccount.value?.limits?.captain;
   });
@@ -23,7 +59,6 @@ export function useCaptain() {
     if (captainLimits.value?.documents) {
       return useCamelCase(captainLimits.value.documents);
     }
-
     return null;
   });
 
@@ -31,7 +66,6 @@ export function useCaptain() {
     if (captainLimits.value?.responses) {
       return useCamelCase(captainLimits.value.responses);
     }
-
     return null;
   });
 
@@ -43,12 +77,198 @@ export function useCaptain() {
     }
   };
 
+  // === Error Handling ===
+  /**
+   * Handles API errors and displays appropriate error messages.
+   * Silently returns for aborted requests.
+   * @param {Error} error - The error object from the API call.
+   */
+  const handleAPIError = error => {
+    if (error.name === 'AbortError' || error.name === 'CanceledError') {
+      return;
+    }
+    const errorMessage =
+      error.response?.data?.error ||
+      t('INTEGRATION_SETTINGS.OPEN_AI.GENERATE_ERROR');
+    useAlert(errorMessage);
+  };
+
+  // === Analytics ===
+  /**
+   * Records analytics for AI-related events.
+   * @param {string} type - The type of event.
+   * @param {Object} payload - Additional data for the event.
+   * @returns {Promise<void>}
+   */
+  const recordAnalytics = async (type, payload) => {
+    const event = OPEN_AI_EVENTS[type.toUpperCase()];
+    if (event) {
+      useTrack(event, {
+        type,
+        ...payload,
+      });
+    }
+  };
+
+  // === Task Methods ===
+  /**
+   * Rewrites content with a specific operation.
+   * @param {string} content - The content to rewrite.
+   * @param {string} operation - The operation (fix_spelling_grammar, casual, professional, expand, shorten, improve, etc).
+   * @param {Object} [options={}] - Additional options.
+   * @param {AbortSignal} [options.signal] - AbortSignal to cancel the request.
+   * @returns {Promise<{message: string, followUpContext?: Object}>} The rewritten content and optional follow-up context.
+   */
+  const rewriteContent = async (content, operation, options = {}) => {
+    try {
+      const result = await TasksAPI.rewrite(
+        {
+          content: content || draftMessage.value,
+          operation,
+          conversationId: conversationId.value,
+        },
+        options.signal
+      );
+      const {
+        data: { message: generatedMessage, follow_up_context: followUpContext },
+      } = result;
+      return { message: generatedMessage, followUpContext };
+    } catch (error) {
+      handleAPIError(error);
+      return { message: '' };
+    }
+  };
+
+  /**
+   * Summarizes a conversation.
+   * @param {Object} [options={}] - Additional options.
+   * @param {AbortSignal} [options.signal] - AbortSignal to cancel the request.
+   * @returns {Promise<{message: string, followUpContext?: Object}>} The summary and optional follow-up context.
+   */
+  const summarizeConversation = async (options = {}) => {
+    try {
+      const result = await TasksAPI.summarize(
+        conversationId.value,
+        options.signal
+      );
+      const {
+        data: { message: generatedMessage, follow_up_context: followUpContext },
+      } = result;
+      return { message: generatedMessage, followUpContext };
+    } catch (error) {
+      handleAPIError(error);
+      return { message: '' };
+    }
+  };
+
+  /**
+   * Gets a reply suggestion for the current conversation.
+   * @param {Object} [options={}] - Additional options.
+   * @param {AbortSignal} [options.signal] - AbortSignal to cancel the request.
+   * @returns {Promise<{message: string, followUpContext?: Object}>} The reply suggestion and optional follow-up context.
+   */
+  const getReplySuggestion = async (options = {}) => {
+    try {
+      const result = await TasksAPI.replySuggestion(
+        conversationId.value,
+        options.signal
+      );
+      const {
+        data: { message: generatedMessage, follow_up_context: followUpContext },
+      } = result;
+      return { message: generatedMessage, followUpContext };
+    } catch (error) {
+      handleAPIError(error);
+      return { message: '' };
+    }
+  };
+
+  /**
+   * Gets label suggestions for the current conversation.
+   * @returns {Promise<string[]>} An array of suggested labels.
+   */
+  const getLabelSuggestions = async () => {
+    if (!conversationId.value) return [];
+
+    try {
+      const result = await TasksAPI.labelSuggestion(conversationId.value);
+      const {
+        data: { message: labels },
+      } = result;
+      return cleanLabels(labels);
+    } catch {
+      return [];
+    }
+  };
+
+  /**
+   * Sends a follow-up message to refine a previous AI task result.
+   * @param {Object} options - The follow-up options.
+   * @param {Object} options.followUpContext - The follow-up context from a previous task.
+   * @param {string} options.message - The follow-up message/request from the user.
+   * @param {AbortSignal} [options.signal] - AbortSignal to cancel the request.
+   * @returns {Promise<{message: string, followUpContext: Object}>} The follow-up response and updated context.
+   */
+  const followUp = async ({ followUpContext, message, signal }) => {
+    try {
+      const result = await TasksAPI.followUp(
+        { followUpContext, message, conversationId: conversationId.value },
+        signal
+      );
+      const {
+        data: { message: generatedMessage, follow_up_context: updatedContext },
+      } = result;
+      return { message: generatedMessage, followUpContext: updatedContext };
+    } catch (error) {
+      handleAPIError(error);
+      return { message: '', followUpContext };
+    }
+  };
+
+  /**
+   * Processes an AI event. Routes to the appropriate method based on type.
+   * @param {string} [type='improve'] - The type of AI event to process.
+   * @param {string} [content=''] - The content to process.
+   * @param {Object} [options={}] - Additional options.
+   * @param {AbortSignal} [options.signal] - AbortSignal to cancel the request.
+   * @returns {Promise<{message: string, followUpContext?: Object}>} The generated message and optional follow-up context.
+   */
+  const processEvent = async (type = 'improve', content = '', options = {}) => {
+    if (type === 'summarize') {
+      return summarizeConversation(options);
+    }
+    if (type === 'reply_suggestion') {
+      return getReplySuggestion(options);
+    }
+    // All other types are rewrite operations
+    return rewriteContent(content, type, options);
+  };
+
   return {
+    // Feature flags
     captainEnabled,
+    captainTasksEnabled,
+
+    // Limits (Enterprise)
     captainLimits,
     documentLimits,
     responseLimits,
     fetchLimits,
     isFetchingLimits,
+
+    // Conversation context
+    draftMessage,
+    currentChat,
+
+    // Task methods
+    rewriteContent,
+    summarizeConversation,
+    getReplySuggestion,
+    getLabelSuggestions,
+    followUp,
+    processEvent,
+
+    // Analytics
+    recordAnalytics,
   };
 }

app/javascript/dashboard/composables/useCopilotReply.js

@@ -0,0 +1,162 @@
+import { ref, computed } from 'vue';
+import { useCaptain } from 'dashboard/composables/useCaptain';
+import { useUISettings } from 'dashboard/composables/useUISettings';
+
+/**
+ * Composable for managing Copilot reply generation state and actions.
+ * Extracts copilot-related logic from ReplyBox for cleaner code organization.
+ *
+ * @returns {Object} Copilot reply state and methods
+ */
+export function useCopilotReply() {
+  const { processEvent, followUp } = useCaptain();
+  const { updateUISettings } = useUISettings();
+
+  const showEditor = ref(false);
+  const isGenerating = ref(false);
+  const isContentReady = ref(false);
+  const generatedContent = ref('');
+  const followUpContext = ref(null);
+  const abortController = ref(null);
+
+  const isActive = computed(() => showEditor.value || isGenerating.value);
+  const isButtonDisabled = computed(
+    () => isGenerating.value || !isContentReady.value
+  );
+  const editorTransitionKey = computed(() =>
+    isActive.value ? 'copilot' : 'rich'
+  );
+
+  /**
+   * Resets all copilot editor state and cancels any ongoing generation.
+   */
+  function reset() {
+    if (abortController.value) {
+      abortController.value.abort();
+      abortController.value = null;
+    }
+    showEditor.value = false;
+    isGenerating.value = false;
+    isContentReady.value = false;
+    generatedContent.value = '';
+    followUpContext.value = null;
+  }
+
+  /**
+   * Toggles the copilot editor visibility.
+   */
+  function toggleEditor() {
+    showEditor.value = !showEditor.value;
+  }
+
+  /**
+   * Marks content as ready (called after transition completes).
+   */
+  function setContentReady() {
+    isContentReady.value = true;
+  }
+
+  /**
+   * Executes a copilot action (e.g., improve, fix grammar).
+   * @param {string} action - The action type
+   * @param {string} data - The content to process
+   */
+  async function execute(action, data) {
+    if (action === 'ask_copilot') {
+      updateUISettings({
+        is_contact_sidebar_open: false,
+        is_copilot_panel_open: true,
+      });
+      return;
+    }
+
+    // Reset and start new generation
+    reset();
+    abortController.value = new AbortController();
+    isGenerating.value = true;
+    isContentReady.value = false;
+
+    try {
+      const { message: content, followUpContext: newContext } =
+        await processEvent(action, data, {
+          signal: abortController.value.signal,
+        });
+
+      if (!abortController.value?.signal.aborted) {
+        generatedContent.value = content;
+        followUpContext.value = newContext;
+        if (content) showEditor.value = true;
+        isGenerating.value = false;
+      }
+    } catch {
+      if (!abortController.value?.signal.aborted) {
+        isGenerating.value = false;
+      }
+    }
+  }
+
+  /**
+   * Sends a follow-up message to refine the current generated content.
+   * @param {string} message - The follow-up message from the user
+   */
+  async function sendFollowUp(message) {
+    if (!followUpContext.value || !message.trim()) return;
+
+    abortController.value = new AbortController();
+    isGenerating.value = true;
+    isContentReady.value = false;
+
+    try {
+      const { message: content, followUpContext: updatedContext } =
+        await followUp({
+          followUpContext: followUpContext.value,
+          message,
+          signal: abortController.value.signal,
+        });
+
+      if (!abortController.value?.signal.aborted) {
+        if (content) {
+          generatedContent.value = content;
+          followUpContext.value = updatedContext;
+          showEditor.value = true;
+        }
+        isGenerating.value = false;
+      }
+    } catch {
+      if (!abortController.value?.signal.aborted) {
+        isGenerating.value = false;
+      }
+    }
+  }
+
+  /**
+   * Accepts the generated content and returns it.
+   * Note: Formatting is automatically stripped by the Editor component's
+   * createState function based on the channel's schema.
+   * @returns {string} The content ready for the editor
+   */
+  function accept() {
+    const content = generatedContent.value;
+    showEditor.value = false;
+    return content;
+  }
+
+  return {
+    showEditor,
+    isGenerating,
+    isContentReady,
+    generatedContent,
+    followUpContext,
+
+    isActive,
+    isButtonDisabled,
+    editorTransitionKey,
+
+    reset,
+    toggleEditor,
+    setContentReady,
+    execute,
+    sendFollowUp,
+    accept,
+  };
+}

app/javascript/dashboard/composables/utils/useKbd.js

@@ -1,14 +1,25 @@
 import { computed } from 'vue';
 
+function isMacOS() {
+  // Check modern userAgentData API first
+  if (navigator.userAgentData?.platform) {
+    return navigator.userAgentData.platform === 'macOS';
+  }
+  // Fallback to navigator.platform
+  return (
+    navigator.platform.startsWith('Mac') || navigator.platform === 'iPhone'
+  );
+}
+
 export function useKbd(keys) {
   const keySymbols = {
-    $mod: navigator.platform.includes('Mac') ? '⌘' : 'Ctrl',
+    $mod: isMacOS() ? '⌘' : 'Ctrl',
     shift: '⇧',
     alt: '⌥',
     ctrl: 'Ctrl',
     cmd: '⌘',
     option: '⌥',
-    enter: '↩',
+    enter: '↵',
     tab: '⇥',
     esc: '⎋',
   };
@@ -16,7 +27,11 @@ export function useKbd(keys) {
   return computed(() => {
     return keys
       .map(key => keySymbols[key.toLowerCase()] || key)
-      .join('')
+      .join(' ')
       .toUpperCase();
   });
 }
+
+export function getModifierKey() {
+  return isMacOS() ? '⌘' : 'Ctrl';
+}

app/javascript/dashboard/constants/editor.js

@@ -7,6 +7,7 @@ export const FORMATTING = {
     marks: ['strong', 'em', 'code', 'link'],
     nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote', 'image'],
     menu: [
+      'copilot',
       'strong',
       'em',
       'code',
@@ -21,6 +22,7 @@ export const FORMATTING = {
     marks: ['strong', 'em', 'code', 'link', 'strike'],
     nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote', 'image'],
     menu: [
+      'copilot',
       'strong',
       'em',
       'code',
@@ -35,12 +37,13 @@ export const FORMATTING = {
   'Channel::Api': {
     marks: ['strong', 'em'],
     nodes: [],
-    menu: ['strong', 'em', 'undo', 'redo'],
+    menu: ['copilot', 'strong', 'em', 'undo', 'redo'],
   },
   'Channel::FacebookPage': {
     marks: ['strong', 'em', 'code', 'strike'],
     nodes: ['bulletList', 'orderedList', 'codeBlock'],
     menu: [
+      'copilot',
       'strong',
       'em',
       'code',
@@ -70,6 +73,7 @@ export const FORMATTING = {
     marks: ['strong', 'em', 'code', 'strike'],
     nodes: ['bulletList', 'orderedList', 'codeBlock'],
     menu: [
+      'copilot',
       'strong',
       'em',
       'code',
@@ -83,17 +87,18 @@ export const FORMATTING = {
   'Channel::Line': {
     marks: ['strong', 'em', 'code', 'strike'],
     nodes: ['codeBlock'],
-    menu: ['strong', 'em', 'code', 'strike', 'undo', 'redo'],
+    menu: ['copilot', 'strong', 'em', 'code', 'strike', 'undo', 'redo'],
   },
   'Channel::Telegram': {
     marks: ['strong', 'em', 'link', 'code'],
     nodes: [],
-    menu: ['strong', 'em', 'link', 'code', 'undo', 'redo'],
+    menu: ['copilot', 'strong', 'em', 'link', 'code', 'undo', 'redo'],
   },
   'Channel::Instagram': {
     marks: ['strong', 'em', 'code', 'strike'],
     nodes: ['bulletList', 'orderedList'],
     menu: [
+      'copilot',
       'strong',
       'em',
       'code',
@@ -115,6 +120,22 @@ export const FORMATTING = {
     menu: [],
   },
   // Special contexts (not actual channels)
+  'Context::PrivateNote': {
+    marks: ['strong', 'em', 'code', 'link', 'strike'],
+    nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote'],
+    menu: [
+      'copilot',
+      'strong',
+      'em',
+      'code',
+      'link',
+      'strike',
+      'bulletList',
+      'orderedList',
+      'undo',
+      'redo',
+    ],
+  },
   'Context::Default': {
     marks: ['strong', 'em', 'code', 'link', 'strike'],
     nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote'],

app/javascript/dashboard/featureFlags.js

@@ -40,6 +40,7 @@ export const FEATURE_FLAGS = {
   CHANNEL_TIKTOK: 'channel_tiktok',
   CONTACT_CHATWOOT_SUPPORT_TEAM: 'contact_chatwoot_support_team',
   CAPTAIN_V2: 'captain_integration_v2',
+  CAPTAIN_TASKS: 'captain_tasks',
   SAML: 'saml',
   QUOTED_EMAIL_REPLY: 'quoted_email_reply',
   COMPANIES: 'companies',

app/javascript/dashboard/helper/AnalyticsHelper/events.js

@@ -88,6 +88,7 @@ export const OPEN_AI_EVENTS = Object.freeze({
   SUMMARIZE: 'OpenAI: Used summarize',
   REPLY_SUGGESTION: 'OpenAI: Used reply suggestion',
   REPHRASE: 'OpenAI: Used rephrase',
+  IMPROVE: 'OpenAI: Used improve',
   FIX_SPELLING_AND_GRAMMAR: 'OpenAI: Used fix spelling and grammar',
   SHORTEN: 'OpenAI: Used shorten',
   EXPAND: 'OpenAI: Used expand',

app/javascript/dashboard/helper/editorHelper.js

@@ -519,12 +519,19 @@ export const getContentNode = (
 /**
  * Get the formatting configuration for a specific channel type.
  * Returns the appropriate marks, nodes, and menu items for the editor.
+ * TODO: We're hiding captain, enable it back when we add selection improvements
  *
  * @param {string} channelType - The channel type (e.g., 'Channel::FacebookPage', 'Channel::WebWidget')
  * @returns {Object} The formatting configuration with marks, nodes, and menu properties
  */
-export function getFormattingForEditor(channelType) {
-  return FORMATTING[channelType] || FORMATTING['Context::Default'];
+export function getFormattingForEditor(channelType, showCaptain = false) {
+  const formatting = FORMATTING[channelType] || FORMATTING['Context::Default'];
+  return {
+    ...formatting,
+    menu: showCaptain
+      ? formatting.menu
+      : formatting.menu.filter(item => item !== 'copilot'),
+  };
 }
 
 /**

app/javascript/dashboard/helper/specs/editorHelper.spec.js

@@ -795,62 +795,6 @@ describe('getContentNode', () => {
 });
 
 describe('getFormattingForEditor', () => {
-  describe('channel-specific formatting', () => {
-    it('returns full formatting for Email channel', () => {
-      const result = getFormattingForEditor('Channel::Email');
-
-      expect(result).toEqual(FORMATTING['Channel::Email']);
-    });
-
-    it('returns full formatting for WebWidget channel', () => {
-      const result = getFormattingForEditor('Channel::WebWidget');
-
-      expect(result).toEqual(FORMATTING['Channel::WebWidget']);
-    });
-
-    it('returns limited formatting for WhatsApp channel', () => {
-      const result = getFormattingForEditor('Channel::Whatsapp');
-
-      expect(result).toEqual(FORMATTING['Channel::Whatsapp']);
-    });
-
-    it('returns no formatting for API channel', () => {
-      const result = getFormattingForEditor('Channel::Api');
-
-      expect(result).toEqual(FORMATTING['Channel::Api']);
-    });
-
-    it('returns limited formatting for FacebookPage channel', () => {
-      const result = getFormattingForEditor('Channel::FacebookPage');
-
-      expect(result).toEqual(FORMATTING['Channel::FacebookPage']);
-    });
-
-    it('returns no formatting for TwitterProfile channel', () => {
-      const result = getFormattingForEditor('Channel::TwitterProfile');
-
-      expect(result).toEqual(FORMATTING['Channel::TwitterProfile']);
-    });
-
-    it('returns no formatting for SMS channel', () => {
-      const result = getFormattingForEditor('Channel::Sms');
-
-      expect(result).toEqual(FORMATTING['Channel::Sms']);
-    });
-
-    it('returns limited formatting for Telegram channel', () => {
-      const result = getFormattingForEditor('Channel::Telegram');
-
-      expect(result).toEqual(FORMATTING['Channel::Telegram']);
-    });
-
-    it('returns formatting for Instagram channel', () => {
-      const result = getFormattingForEditor('Channel::Instagram');
-
-      expect(result).toEqual(FORMATTING['Channel::Instagram']);
-    });
-  });
-
   describe('context-specific formatting', () => {
     it('returns default formatting for Context::Default', () => {
       const result = getFormattingForEditor('Context::Default');

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

@@ -186,6 +186,7 @@
       "MSG_INPUT": "Shift + enter for new line. Start with '/' to select a Canned Response.",
       "PRIVATE_MSG_INPUT": "Shift + enter for new line. This will be visible only to Agents",
       "MESSAGE_SIGNATURE_NOT_CONFIGURED": "Message signature is not configured, please configure it in profile settings.",
+      "COPILOT_MSG_INPUT": "Give copilot additional prompts, or ask anything else... Press enter to send follow-up",
       "CLICK_HERE": "Click here to update",
       "WHATSAPP_TEMPLATES": "Whatsapp Templates"
     },
@@ -205,7 +206,7 @@
       "DRAG_DROP": "Drag and drop here to attach",
       "START_AUDIO_RECORDING": "Start audio recording",
       "STOP_AUDIO_RECORDING": "Stop audio recording",
-      "": "",
+      "COPILOT_THINKING": "Copilot is thinking",
       "EMAIL_HEAD": {
         "TO": "TO",
         "ADD_BCC": "Add bcc",

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

@@ -8,6 +8,8 @@
     "CLOSE": "Close",
     "BETA": "Beta",
     "BETA_DESCRIPTION": "This feature is in beta and may change as we improve it.",
+    "ACCEPT": "Accept",
+    "DISCARD": "Discard",
     "PREFERRED": "Preferred"
   }
 }

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

@@ -145,7 +145,29 @@
         "EXPAND": "Expand",
         "MAKE_FRIENDLY": "Change message tone to friendly",
         "MAKE_FORMAL": "Use formal tone",
-        "SIMPLIFY": "Simplify"
+        "SIMPLIFY": "Simplify",
+        "CONFIDENT": "Use confident tone",
+        "PROFESSIONAL": "Use professional tone",
+        "CASUAL": "Use casual tone",
+        "STRAIGHTFORWARD": "Use straightforward tone"
+      },
+      "REPLY_OPTIONS": {
+        "IMPROVE_REPLY": "Improve reply",
+        "IMPROVE_REPLY_SELECTION": "Improve the selection",
+        "CHANGE_TONE": {
+          "TITLE": "Change tone",
+          "OPTIONS": {
+            "PROFESSIONAL": "Professional",
+            "CASUAL": "Casual",
+            "STRAIGHTFORWARD": "Straightforward",
+            "CONFIDENT": "Confident",
+            "FRIENDLY": "Friendly"
+          }
+        },
+        "GRAMMAR": "Fix grammar & spelling",
+        "SUGGESTION": "Suggest a reply",
+        "SUMMARIZE": "Summarize the conversation",
+        "ASK_COPILOT": "Ask Copilot"
       },
       "ASSISTANCE_MODAL": {
         "DRAFT_TITLE": "Draft content",

app/javascript/shared/constants/openai.js

@@ -1,11 +0,0 @@
-export const OPEN_AI_OPTIONS = {
-  IMPROVE_WRITING: 'improve_writing',
-  FIX_SPELLING_GRAMMAR: 'fix_spelling_grammar',
-  SHORTEN: 'shorten',
-  EXPAND: 'expand',
-  MAKE_FRIENDLY: 'make_friendly',
-  MAKE_FORMAL: 'make_formal',
-  SIMPLIFY: 'simplify',
-  REPLY_SUGGESTION: 'reply_suggestion',
-  SUMMARIZE: 'summarize',
-};

app/models/integrations/hook.rb

@@ -64,13 +64,10 @@ class Integrations::Hook < ApplicationRecord
     update(status: 'disabled')
   end
 
-  def process_event(event)
-    case app_id
-    when 'openai'
-      Integrations::Openai::ProcessorService.new(hook: self, event: event).perform if app_id == 'openai'
-    else
-      { error: 'No processor found' }
-    end
+  def process_event(_event)
+    # OpenAI integration migrated to Captain::EditorService
+    # Other integrations (slack, dialogflow, etc.) handled via HookJob
+    { error: 'No processor found' }
   end
 
   def feature_allowed?

app/policies/captain/tasks_policy.rb

@@ -0,0 +1,21 @@
+class Captain::TasksPolicy < ApplicationPolicy
+  def rewrite?
+    true
+  end
+
+  def summarize?
+    true
+  end
+
+  def reply_suggestion?
+    true
+  end
+
+  def label_suggestion?
+    true
+  end
+
+  def follow_up?
+    true
+  end
+end

app/services/llm_formatter/conversation_llm_formatter.rb

@@ -26,10 +26,18 @@ class LlmFormatter::ConversationLlmFormatter < LlmFormatter::DefaultLlmFormatter
   def build_messages(config = {})
     return "No messages in this conversation\n" if @record.messages.empty?
 
-    message_text = ''
-    messages = @record.messages.where.not(message_type: :activity).order(created_at: :asc)
+    messages = @record.messages.where.not(message_type: [:activity, :template])
 
-    messages.each do |message|
+    if config[:token_limit]
+      build_limited_messages(messages, config)
+    else
+      build_all_messages(messages, config)
+    end
+  end
+
+  def build_all_messages(messages, config)
+    message_text = ''
+    messages.order(created_at: :asc).each do |message|
       # Skip private messages unless explicitly included in config
       next if message.private? && !config[:include_private_messages]
 
@@ -38,6 +46,24 @@ class LlmFormatter::ConversationLlmFormatter < LlmFormatter::DefaultLlmFormatter
     message_text
   end
 
+  def build_limited_messages(messages, config)
+    selected = []
+    character_count = 0
+
+    messages.reorder(created_at: :desc).each do |message|
+      # Skip private messages unless explicitly included in config
+      next if message.private? && !config[:include_private_messages]
+
+      formatted = format_message(message)
+      break if character_count + formatted.length > config[:token_limit]
+
+      selected.prepend(formatted)
+      character_count += formatted.length
+    end
+
+    selected.join
+  end
+
   def format_message(message)
     sender = case message.sender_type
              when 'User'

config/features.yml

@@ -234,3 +234,6 @@
   display_name: CSAT Review Notes
   enabled: false
   premium: true
+- name: captain_tasks
+  display_name: Captain Tasks
+  enabled: true

config/locales/en.yml

@@ -345,6 +345,9 @@ en:
     copilot_message_required: Message is required
     copilot_error: 'Please connect an assistant to this inbox to use Copilot'
     copilot_limit: 'You are out of Copilot credits. You can buy more credits from the billing section.'
+    upgrade: 'Upgrade your plan to enable Captain AI'
+    disabled: 'Captain AI is disabled for this account.'
+    api_key_missing: 'Captain AI API key is not configured.'
     copilot:
       using_tool: 'Using tool %{function_name}'
       completed_tool_call: 'Completed %{function_name} tool call'

config/routes.rb

@@ -73,6 +73,13 @@ Rails.application.routes.draw do
             end
             resources :custom_tools
             resources :documents, only: [:index, :show, :create, :destroy]
+            resource :tasks, only: [], controller: 'tasks' do
+              post :rewrite
+              post :summarize
+              post :reply_suggestion
+              post :label_suggestion
+              post :follow_up
+            end
           end
           resource :saml_settings, only: [:show, :create, :update, :destroy]
           resources :agent_bots, only: [:index, :create, :show, :update, :destroy] do

db/migrate/20260120121402_enable_captain_tasks_for_existing_accounts.rb

@@ -0,0 +1,12 @@
+# Enable captain_tasks for existing accounts.
+# Unlike 20250416182131_flip_chatwoot_v4_default_feature_flag_installation_config.rb,
+# we don't need to update ACCOUNT_LEVEL_FEATURE_DEFAULTS or clear GlobalConfig cache
+# because captain_tasks already has `enabled: true` in features.yml - ConfigLoader
+# handles the defaults on deploy automatically.
+class EnableCaptainTasksForExistingAccounts < ActiveRecord::Migration[7.0]
+  def up
+    Account.find_in_batches(batch_size: 100) do |accounts|
+      accounts.each { |account| account.enable_features!('captain_tasks') }
+    end
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2026_01_14_201315) do
+ActiveRecord::Schema[7.1].define(version: 2026_01_20_121402) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"

enterprise/app/controllers/api/v1/accounts/captain/tasks_controller.rb

@@ -0,0 +1,71 @@
+class Api::V1::Accounts::Captain::TasksController < Api::V1::Accounts::BaseController
+  before_action :check_authorization
+
+  def rewrite
+    result = Captain::RewriteService.new(
+      account: Current.account,
+      content: params[:content],
+      operation: params[:operation],
+      conversation_display_id: params[:conversation_display_id]
+    ).perform
+
+    render_result(result)
+  end
+
+  def summarize
+    result = Captain::SummaryService.new(
+      account: Current.account,
+      conversation_display_id: params[:conversation_display_id]
+    ).perform
+
+    render_result(result)
+  end
+
+  def reply_suggestion
+    result = Captain::ReplySuggestionService.new(
+      account: Current.account,
+      conversation_display_id: params[:conversation_display_id],
+      user: Current.user
+    ).perform
+
+    render_result(result)
+  end
+
+  def label_suggestion
+    result = Captain::LabelSuggestionService.new(
+      account: Current.account,
+      conversation_display_id: params[:conversation_display_id]
+    ).perform
+
+    render_result(result)
+  end
+
+  def follow_up
+    result = Captain::FollowUpService.new(
+      account: Current.account,
+      follow_up_context: params[:follow_up_context]&.to_unsafe_h,
+      user_message: params[:message],
+      conversation_display_id: params[:conversation_display_id]
+    ).perform
+
+    render_result(result)
+  end
+
+  private
+
+  def render_result(result)
+    if result.nil?
+      render json: { message: nil }
+    elsif result[:error]
+      render json: { error: result[:error] }, status: :unprocessable_entity
+    else
+      response_data = { message: result[:message] }
+      response_data[:follow_up_context] = result[:follow_up_context] if result[:follow_up_context]
+      render json: response_data
+    end
+  end
+
+  def check_authorization
+    authorize(:'captain/tasks')
+  end
+end

enterprise/config/premium_features.yml

@@ -3,6 +3,6 @@
 - audit_logs
 - response_bot
 - sla
-- captain_integration
 - custom_roles
+- captain_integration
 - csat_review_notes

enterprise/lib/enterprise/captain/base_task_service.rb

@@ -0,0 +1,32 @@
+module Enterprise::Captain::BaseTaskService
+  def perform
+    return { error: I18n.t('captain.copilot_limit'), error_code: 429 } unless responses_available?
+
+    unless captain_tasks_enabled?
+      return { error: I18n.t('captain.upgrade') } if ChatwootApp.chatwoot_cloud?
+
+      return { error: I18n.t('captain.disabled') }
+    end
+
+    result = super
+    increment_usage if successful_result?(result)
+    result
+  end
+
+  private
+
+  def responses_available?
+    return true unless ChatwootApp.chatwoot_cloud?
+
+    account.usage_limits[:captain][:responses][:current_available].positive?
+  end
+
+  def successful_result?(result)
+    result.is_a?(Hash) && result[:message].present? && !result[:error]
+  end
+
+  def increment_usage
+    Rails.logger.info("[CAPTAIN][#{self.class.name}] Incrementing response usage for account #{account.id}")
+    account.increment_response_usage
+  end
+end

enterprise/lib/enterprise/integrations/openai_processor_service.rb

@@ -1,82 +0,0 @@
-module Enterprise::Integrations::OpenaiProcessorService
-  ALLOWED_EVENT_NAMES = %w[rephrase summarize reply_suggestion label_suggestion fix_spelling_grammar shorten expand
-                           make_friendly make_formal simplify].freeze
-  CACHEABLE_EVENTS = %w[label_suggestion].freeze
-
-  def label_suggestion_message
-    payload = label_suggestion_body
-    return nil if payload.blank?
-
-    response = make_api_call(label_suggestion_body)
-
-    return response if response[:error].present?
-
-    # LLMs are not deterministic, so this is bandaid solution
-    # To what you ask? Sometimes, the response includes
-    # "Labels:" in it's response in some format. This is a hacky way to remove it
-    # TODO: Fix with with a better prompt
-    { message: response[:message] ? response[:message].gsub(/^(label|labels):/i, '') : '' }
-  end
-
-  private
-
-  def labels_with_messages
-    return nil unless valid_conversation?(conversation)
-
-    labels = hook.account.labels.pluck(:title).join(', ')
-    character_count = labels.length
-
-    messages = init_messages_body(false)
-    add_messages_until_token_limit(conversation, messages, false, character_count)
-
-    return nil if messages.blank? || labels.blank?
-
-    "Messages:\n#{messages}\nLabels:\n#{labels}"
-  end
-
-  def valid_conversation?(conversation)
-    return false if conversation.nil?
-    return false if conversation.messages.incoming.count < 3
-
-    # Think Mark think, at this point the conversation is beyond saving
-    return false if conversation.messages.count > 100
-
-    # if there are more than 20 messages, only trigger this if the last message is from the client
-    return false if conversation.messages.count > 20 && !conversation.messages.last.incoming?
-
-    true
-  end
-
-  def summarize_body
-    {
-      model: self.class::GPT_MODEL,
-      messages: [
-        { role: 'system',
-          content: prompt_from_file('summary', enterprise: true) },
-        { role: 'user', content: conversation_messages }
-      ]
-    }.to_json
-  end
-
-  def label_suggestion_body
-    return unless label_suggestions_enabled?
-
-    content = labels_with_messages
-    return value_from_cache if content.blank?
-
-    {
-      model: self.class::GPT_MODEL,
-      messages: [
-        {
-          role: 'system',
-          content: prompt_from_file('label_suggestion', enterprise: true)
-        },
-        { role: 'user', content: content }
-      ]
-    }.to_json
-  end
-
-  def label_suggestions_enabled?
-    hook.settings['label_suggestion'].present?
-  end
-end

lib/captain/base_task_service.rb

@@ -0,0 +1,181 @@
+class Captain::BaseTaskService
+  include Integrations::LlmInstrumentation
+
+  # gpt-4o-mini supports 128,000 tokens
+  # 1 token is approx 4 characters
+  # sticking with 120000 to be safe
+  # 120000 * 4 = 480,000 characters (rounding off downwards to 400,000 to be safe)
+  TOKEN_LIMIT = 400_000
+  GPT_MODEL = Llm::Config::DEFAULT_MODEL
+
+  # Prepend enterprise module to subclasses when they're defined.
+  # This ensures the enterprise perform wrapper is applied even when
+  # subclasses define their own perform method, since prepend puts
+  # the module before the class in the ancestor chain.
+  def self.inherited(subclass)
+    super
+    subclass.prepend_mod_with('Captain::BaseTaskService')
+  end
+
+  pattr_initialize [:account!, { conversation_display_id: nil }]
+
+  private
+
+  def event_name
+    raise NotImplementedError, "#{self.class} must implement #event_name"
+  end
+
+  def conversation
+    @conversation ||= account.conversations.find_by(display_id: conversation_display_id)
+  end
+
+  def api_base
+    endpoint = InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_ENDPOINT')&.value.presence || 'https://api.openai.com/'
+    endpoint = endpoint.chomp('/')
+    "#{endpoint}/v1"
+  end
+
+  def make_api_call(model:, messages:)
+    # Community edition prerequisite checks
+    # Enterprise module handles these with more specific error messages (cloud vs self-hosted)
+    return { error: I18n.t('captain.disabled'), error_code: 403 } unless captain_tasks_enabled?
+    return { error: I18n.t('captain.api_key_missing'), error_code: 401 } unless api_key_configured?
+
+    instrumentation_params = build_instrumentation_params(model, messages)
+
+    response = instrument_llm_call(instrumentation_params) do
+      execute_ruby_llm_request(model: model, messages: messages)
+    end
+
+    # Build follow-up context for client-side refinement, when applicable
+    if build_follow_up_context? && response[:message].present?
+      response.merge(follow_up_context: build_follow_up_context(messages, response))
+    else
+      response
+    end
+  end
+
+  def execute_ruby_llm_request(model:, messages:)
+    Llm::Config.with_api_key(api_key, api_base: api_base) do |context|
+      chat = context.chat(model: model)
+      system_msg = messages.find { |m| m[:role] == 'system' }
+      chat.with_instructions(system_msg[:content]) if system_msg
+
+      conversation_messages = messages.reject { |m| m[:role] == 'system' }
+      return { error: 'No conversation messages provided', error_code: 400, request_messages: messages } if conversation_messages.empty?
+
+      add_messages_if_needed(chat, conversation_messages)
+      response = chat.ask(conversation_messages.last[:content])
+      build_ruby_llm_response(response, messages)
+    end
+  rescue StandardError => e
+    ChatwootExceptionTracker.new(e, account: account).capture_exception
+    { error: e.message, request_messages: messages }
+  end
+
+  def add_messages_if_needed(chat, conversation_messages)
+    return if conversation_messages.length == 1
+
+    conversation_messages[0...-1].each do |msg|
+      chat.add_message(role: msg[:role].to_sym, content: msg[:content])
+    end
+  end
+
+  def build_ruby_llm_response(response, messages)
+    {
+      message: response.content,
+      usage: {
+        'prompt_tokens' => response.input_tokens,
+        'completion_tokens' => response.output_tokens,
+        'total_tokens' => (response.input_tokens || 0) + (response.output_tokens || 0)
+      },
+      request_messages: messages
+    }
+  end
+
+  def build_instrumentation_params(model, messages)
+    {
+      span_name: "llm.#{event_name}",
+      account_id: account.id,
+      conversation_id: conversation&.display_id,
+      feature_name: event_name,
+      model: model,
+      messages: messages,
+      temperature: nil,
+      metadata: instrumentation_metadata
+    }
+  end
+
+  def instrumentation_metadata
+    {
+      channel_type: conversation&.inbox&.channel_type
+    }.compact
+  end
+
+  def conversation_messages(start_from: 0)
+    messages = []
+    character_count = start_from
+
+    conversation.messages
+                .where(message_type: [:incoming, :outgoing])
+                .where(private: false)
+                .reorder('id desc')
+                .each do |message|
+      content = message.content_for_llm
+      break unless content.present? && character_count + content.length <= TOKEN_LIMIT
+
+      messages.prepend({ role: (message.incoming? ? 'user' : 'assistant'), content: content })
+      character_count += content.length
+    end
+
+    messages
+  end
+
+  def captain_tasks_enabled?
+    account.feature_enabled?('captain_tasks')
+  end
+
+  def api_key_configured?
+    api_key.present?
+  end
+
+  def api_key
+    @api_key ||= openai_hook&.settings&.dig('api_key') || system_api_key
+  end
+
+  def openai_hook
+    @openai_hook ||= account.hooks.find_by(app_id: 'openai', status: 'enabled')
+  end
+
+  def system_api_key
+    @system_api_key ||= InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_API_KEY')&.value
+  end
+
+  def prompt_from_file(file_name)
+    Rails.root.join('lib/integrations/openai/openai_prompts', "#{file_name}.liquid").read
+  end
+
+  # Follow-up context for client-side refinement
+  def build_follow_up_context?
+    # FollowUpService should return its own updated context
+    !is_a?(Captain::FollowUpService)
+  end
+
+  def build_follow_up_context(messages, response)
+    {
+      event_name: event_name,
+      original_context: extract_original_context(messages),
+      last_response: response[:message],
+      conversation_history: [],
+      channel_type: conversation&.inbox&.channel_type
+    }
+  end
+
+  def extract_original_context(messages)
+    # Get the most recent user message for follow-up context
+    user_msg = messages.reverse.find { |m| m[:role] == 'user' }
+    user_msg ? user_msg[:content] : nil
+  end
+end
+
+Captain::BaseTaskService.prepend_mod_with('Captain::BaseTaskService')

lib/captain/follow_up_service.rb

@@ -0,0 +1,106 @@
+class Captain::FollowUpService < Captain::BaseTaskService
+  pattr_initialize [:account!, :follow_up_context!, :user_message!, { conversation_display_id: nil }]
+
+  ALLOWED_EVENT_NAMES = %w[
+    professional
+    casual
+    friendly
+    confident
+    straightforward
+    fix_spelling_grammar
+    improve
+    summarize
+    reply_suggestion
+    label_suggestion
+  ].freeze
+
+  def perform
+    return { error: 'Follow-up context missing', error_code: 400 } unless valid_follow_up_context?
+
+    # Build context-aware system prompt
+    system_prompt = build_follow_up_system_prompt(follow_up_context)
+
+    # Build full message array (convert history from string keys to symbol keys)
+    history = follow_up_context['conversation_history'].to_a.map do |msg|
+      { role: msg['role'], content: msg['content'] }
+    end
+
+    messages = [
+      { role: 'system', content: system_prompt },
+      { role: 'user', content: follow_up_context['original_context'] },
+      { role: 'assistant', content: follow_up_context['last_response'] },
+      *history,
+      { role: 'user', content: user_message }
+    ]
+
+    response = make_api_call(model: GPT_MODEL, messages: messages)
+    return response if response[:error]
+
+    response.merge(follow_up_context: update_follow_up_context(user_message, response[:message]))
+  end
+
+  private
+
+  def build_follow_up_system_prompt(session_data)
+    action_context = describe_previous_action(session_data['event_name'])
+
+    <<~PROMPT
+      You just performed a #{action_context} action for a customer support agent.
+      Your job now is to help them refine the result based on their feedback.
+      Be concise and focused on their specific request.
+      Output only the reply, no preamble, tags, or explanation.
+    PROMPT
+  end
+
+  def describe_previous_action(event_name)
+    case event_name
+    when 'professional', 'casual', 'friendly', 'confident', 'straightforward'
+      "tone rewrite (#{event_name})"
+    when 'fix_spelling_grammar'
+      'spelling and grammar correction'
+    when 'improve'
+      'message improvement'
+    when 'summarize'
+      'conversation summary'
+    when 'reply_suggestion'
+      'reply suggestion'
+    when 'label_suggestion'
+      'label suggestion'
+    else
+      event_name
+    end
+  end
+
+  def valid_follow_up_context?
+    return false unless follow_up_context.is_a?(Hash)
+    return false unless ALLOWED_EVENT_NAMES.include?(follow_up_context['event_name'])
+
+    required_keys = %w[event_name original_context last_response]
+    required_keys.all? { |key| follow_up_context[key].present? }
+  end
+
+  def update_follow_up_context(user_msg, assistant_msg)
+    updated_history = follow_up_context['conversation_history'].to_a + [
+      { 'role' => 'user', 'content' => user_msg },
+      { 'role' => 'assistant', 'content' => assistant_msg }
+    ]
+
+    {
+      'event_name' => follow_up_context['event_name'],
+      'original_context' => follow_up_context['original_context'],
+      'last_response' => assistant_msg,
+      'conversation_history' => updated_history,
+      'channel_type' => follow_up_context['channel_type']
+    }
+  end
+
+  def instrumentation_metadata
+    {
+      channel_type: conversation&.inbox&.channel_type || follow_up_context['channel_type']
+    }.compact
+  end
+
+  def event_name
+    'follow_up'
+  end
+end

lib/captain/label_suggestion_service.rb

@@ -0,0 +1,93 @@
+class Captain::LabelSuggestionService < Captain::BaseTaskService
+  pattr_initialize [:account!, :conversation_display_id!]
+
+  def perform
+    # Check cache first
+    cached_response = read_from_cache
+    return cached_response if cached_response.present?
+
+    # Build content
+    content = labels_with_messages
+    return nil if content.blank?
+
+    # Make API call
+    response = make_api_call(
+      model: GPT_MODEL, # TODO: Use separate model for label suggestion
+      messages: [
+        { role: 'system', content: prompt_from_file('label_suggestion') },
+        { role: 'user', content: content }
+      ]
+    )
+    return response if response[:error].present?
+
+    # Clean up response
+    result = { message: response[:message] ? response[:message].gsub(/^(label|labels):/i, '') : '' }
+
+    # Cache successful result
+    write_to_cache(result)
+
+    result
+  end
+
+  private
+
+  def cache_key
+    return nil unless conversation
+
+    format(
+      ::Redis::Alfred::OPENAI_CONVERSATION_KEY,
+      event_name: 'label_suggestion',
+      conversation_id: conversation.id,
+      updated_at: conversation.last_activity_at.to_i
+    )
+  end
+
+  def read_from_cache
+    return nil unless cache_key
+
+    cached = Redis::Alfred.get(cache_key)
+    JSON.parse(cached, symbolize_names: true) if cached.present?
+  rescue JSON::ParserError
+    nil
+  end
+
+  def write_to_cache(response)
+    Redis::Alfred.setex(cache_key, response.to_json) if cache_key
+  end
+
+  def labels_with_messages
+    return nil unless valid_conversation?(conversation)
+
+    labels = account.labels.pluck(:title).join(', ')
+    messages = format_messages_as_string(start_from: labels.length)
+
+    return nil if messages.blank? || labels.blank?
+
+    "Messages:\n#{messages}\nLabels:\n#{labels}"
+  end
+
+  def format_messages_as_string(start_from: 0)
+    messages = conversation_messages(start_from: start_from)
+    messages.map do |msg|
+      sender_type = msg[:role] == 'user' ? 'Customer' : 'Agent'
+      "#{sender_type}: #{msg[:content]}\n"
+    end.join
+  end
+
+  def valid_conversation?(conversation)
+    return false if conversation.nil?
+    return false if conversation.messages.incoming.count < 3
+    return false if conversation.messages.count > 100
+    return false if conversation.messages.count > 20 && !conversation.messages.last.incoming?
+
+    true
+  end
+
+  def event_name
+    'label_suggestion'
+  end
+
+  def build_follow_up_context?
+    false
+  end
+end

lib/captain/reply_suggestion_service.rb

@@ -0,0 +1,40 @@
+class Captain::ReplySuggestionService < Captain::BaseTaskService
+  pattr_initialize [:account!, :conversation_display_id!, :user!]
+
+  def perform
+    make_api_call(
+      model: GPT_MODEL,
+      messages: [
+        { role: 'system', content: system_prompt },
+        { role: 'user', content: formatted_conversation }
+      ]
+    )
+  end
+
+  private
+
+  def system_prompt
+    template = prompt_from_file('reply')
+    render_liquid_template(template, prompt_variables)
+  end
+
+  def prompt_variables
+    {
+      'channel_type' => conversation.inbox.channel_type,
+      'agent_name' => user.name,
+      'agent_signature' => user.message_signature.presence
+    }
+  end
+
+  def render_liquid_template(template_content, variables = {})
+    Liquid::Template.parse(template_content).render(variables)
+  end
+
+  def formatted_conversation
+    LlmFormatter::ConversationLlmFormatter.new(conversation).format(token_limit: TOKEN_LIMIT)
+  end
+
+  def event_name
+    'reply_suggestion'
+  end
+end

lib/captain/rewrite_service.rb

@@ -0,0 +1,59 @@
+class Captain::RewriteService < Captain::BaseTaskService
+  pattr_initialize [:account!, :content!, :operation!, { conversation_display_id: nil }]
+
+  TONE_OPERATIONS = %i[casual professional friendly confident straightforward].freeze
+  ALLOWED_OPERATIONS = (%i[fix_spelling_grammar improve] + TONE_OPERATIONS).freeze
+
+  def perform
+    operation_sym = operation.to_sym
+    raise ArgumentError, "Invalid operation: #{operation}" unless ALLOWED_OPERATIONS.include?(operation_sym)
+
+    send(operation_sym)
+  end
+
+  TONE_OPERATIONS.each do |tone|
+    define_method(tone) do
+      call_llm_with_prompt(tone_rewrite_prompt(tone.to_s))
+    end
+  end
+
+  private
+
+  def fix_spelling_grammar
+    call_llm_with_prompt(prompt_from_file('fix_spelling_grammar'))
+  end
+
+  def improve
+    template = prompt_from_file('improve')
+
+    system_prompt = render_liquid_template(template, {
+                                             'conversation_context' => conversation.to_llm_text(include_contact_details: true),
+                                             'draft_message' => content
+                                           })
+
+    call_llm_with_prompt(system_prompt, content)
+  end
+
+  def call_llm_with_prompt(system_content, user_content = content)
+    make_api_call(
+      model: GPT_MODEL,
+      messages: [
+        { role: 'system', content: system_content },
+        { role: 'user', content: user_content }
+      ]
+    )
+  end
+
+  def render_liquid_template(template_content, variables = {})
+    Liquid::Template.parse(template_content).render(variables)
+  end
+
+  def tone_rewrite_prompt(tone)
+    template = prompt_from_file('tone_rewrite')
+    render_liquid_template(template, 'tone' => tone)
+  end
+
+  def event_name
+    operation
+  end
+end

lib/captain/summary_service.rb

@@ -0,0 +1,19 @@
+class Captain::SummaryService < Captain::BaseTaskService
+  pattr_initialize [:account!, :conversation_display_id!]
+
+  def perform
+    make_api_call(
+      model: GPT_MODEL,
+      messages: [
+        { role: 'system', content: prompt_from_file('summary') },
+        { role: 'user', content: conversation.to_llm_text(include_contact_details: false) }
+      ]
+    )
+  end
+
+  private
+
+  def event_name
+    'summarize'
+  end
+end

lib/integrations/llm_base_service.rb

@@ -7,7 +7,8 @@ class Integrations::LlmBaseService
   # 120000 * 4 = 480,000 characters (rounding off downwards to 400,000 to be safe)
   TOKEN_LIMIT = 400_000
   GPT_MODEL = Llm::Config::DEFAULT_MODEL
-  ALLOWED_EVENT_NAMES = %w[rephrase summarize reply_suggestion fix_spelling_grammar shorten expand make_friendly make_formal simplify].freeze
+  ALLOWED_EVENT_NAMES = %w[summarize reply_suggestion fix_spelling_grammar casual professional friendly confident
+                           straightforward improve].freeze
   CACHEABLE_EVENTS = %w[].freeze
 
   pattr_initialize [:hook!, :event!]

lib/integrations/openai/openai_prompts/fix_spelling_grammar.liquid

@@ -0,0 +1,17 @@
+You are an AI writing assistant integrated into Chatwoot, an omnichannel customer support platform. Your task is to fix grammar and spelling in a customer support message while preserving the original meaning, intent, and tone.
+
+You will receive a message and must return a corrected version with only grammar, spelling, and punctuation fixes applied.
+
+Important guidelines:
+- Preserve the original meaning, intent, and tone exactly
+- Do not rephrase, rewrite, or change wording beyond grammar, spelling, and punctuation
+- Do not add or remove any information
+- Do not simplify, shorten, or expand the message
+- Ensure the output remains appropriate for customer support
+
+Super Important:
+- If the message has some markdown formatting, keep the formatting as it is. 
+- Block quotes (lines starting with >) contain quoted text from the customer's previous message. Preserve this quoted text exactly as written (do not modify the customer's words inside the block quote), but DO improve the agent's reply that follows the block quote.
+- Ensure the output is in the user's original language
+
+Output only the corrected message, with no preamble, tags, or explanation.

lib/integrations/openai/openai_prompts/improve.liquid

@@ -0,0 +1,43 @@
+You are a writing assistant for customer support agents. Your task is to improve a draft message by enhancing its language, clarity, and tone—not by adding new content.
+
+<conversation_context>
+{{ conversation_context }}
+</conversation_context>
+
+<draft_message>
+{{ draft_message }}
+</draft_message>
+
+## Your Task
+
+Rewrite the draft to be clearer, warmer, and more professional while preserving the agent's intent.
+
+## What "Improve" Means
+
+Improve the **quality** of the message, not the **quantity** of information:
+
+| DO | DON'T |
+|-----|--------|
+| Fix grammar, spelling, punctuation | Add new information or steps |
+| Improve sentence structure and flow | Expand scope beyond the draft |
+| Make tone warmer and more professional | Add offers ("I can also...", "Would you like...") |
+| Use contact's name naturally | Invent technical details, links, or examples |
+| Make vague phrases more natural | Turn a brief answer into a long one |
+
+## Using the Context
+
+Use the conversation context to:
+- Understand what's being discussed (so improvements make sense)
+- Gauge appropriate tone (formal/casual, frustrated customer, etc.)
+- Personalize with the contact's name when natural
+
+Do NOT use the context to fill in gaps or add information the agent didn't include.
+
+## Output Rules
+
+- Keep the improved message at a similar length to the draft (brief stays brief)
+- Preserve any markdown formatting
+- Block quotes (lines starting with `>`) contain quoted customer text—keep this unchanged, only improve the agent's reply
+- Output in the same language as the draft
+- Output only the improved message, no commentary
+

lib/integrations/openai/openai_prompts/label_suggestion.liquid

@@ -1 +1 @@
-Your role is as an assistant to a customer support agent. You will be provided with a transcript of a conversation between a customer and the support agent, along with a list of potential labels. Your task is to analyze the conversation and select the two labels from the given list that most accurately represent the themes or issues discussed.  Ensure you preserve the exact casing of the labels as they are provided in the list. Do not create new labels; only choose from those provided. Once you have made your selections, please provide your response as a comma-separated list of the provided labels. Remember, your response should only contain the labels you\'ve selected,in their original casing, and nothing else.
+Your role is as an assistant to a customer support agent. You will be provided with a transcript of a conversation between a customer and the support agent, along with a list of potential labels. Your task is to analyze the conversation and select the two labels from the given list that most accurately represent the themes or issues discussed.  Ensure you preserve the exact casing of the labels as they are provided in the list. Do not create new labels; only choose from those provided. Once you have made your selections, please provide your response as a comma-separated list of the provided labels. Remember, your response should only contain the labels you've selected,in their original casing, and nothing else.

lib/integrations/openai/openai_prompts/reply.liquid

@@ -0,0 +1,35 @@
+You are helping a customer support agent draft their next reply. The agent will send this message directly to the customer.
+
+You will receive a conversation with messages labeled by sender:
+- "User:" = customer messages
+- "Support Agent:" = human agent messages
+- "Bot:" = automated bot messages
+
+{% if channel_type == 'Channel::Email' %}
+This is an EMAIL conversation. Write a professional email reply that:
+- Uses appropriate email formatting (greeting, body, sign-off)
+- Is detailed and thorough where needed
+- Maintains a professional tone
+{% if agent_signature %}
+- End with the agent's signature exactly as provided below:
+
+{{ agent_signature }}
+{% else %}
+- End with a professional sign-off using the agent's name: {{ agent_name }}
+{% endif %}
+{% else %}
+This is a CHAT conversation. Write a brief, conversational reply that:
+- Is short and easy to read
+- Gets to the point quickly
+- Does not include formal greetings or sign-offs
+{% endif %}
+
+General guidelines:
+- Address the customer's most recent message directly
+- If a support agent has spoken before, match their writing style
+- If only bot messages exist, write a natural first message
+- Move the conversation forward
+- Do not invent product details, policies, or links that weren't mentioned
+- Reply in the customer's language
+
+Output only the reply.

lib/integrations/openai/openai_prompts/reply.txt

@@ -1 +0,0 @@
-Please suggest a reply to the following conversation between support agents and customer. Don't expose that you are an AI model, respond "Couldn't generate the reply" in cases where you can't answer. Reply in the user\'s language.

lib/integrations/openai/openai_prompts/summary.liquid

@@ -1,13 +1,13 @@
-As an AI-powered summarization tool, your task is to condense lengthy interactions between customer support agents and customers into brief, digestible summaries. The objective of these summaries is to provide a quick overview, enabling any agent, even those without prior context, to grasp the essence of the conversation promptly. 
+As an AI-powered summarization tool, your task is to condense lengthy interactions between customer support agents and customers into brief, digestible summaries. The objective of these summaries is to provide a quick overview, enabling any agent, even those without prior context, to grasp the essence of the conversation promptly.
 
 Make sure you strongly adhere to the following rules when generating the summary
 
-1. Be brief and concise. The shorter the summary the better. 
-2. Aim to summarize the conversation in approximately 200 words, formatted as multiple small paragraphs that are easier to read. 
+1. Be brief and concise. The shorter the summary the better.
+2. Aim to summarize the conversation in approximately 200 words, formatted as multiple small paragraphs that are easier to read.
 3. Describe the customer intent in around 50 words.
 4. Remove information that is not directly relevant to the customer's problem or the agent's solution. For example, personal anecdotes, small talk, etc.
 5. Don't include segments of the conversation that didn't contribute meaningful content, like greetings or farewell.
-6. The 'Action Items' should be a bullet list, arranged in order of priority if possible. 
+6. The 'Action Items' should be a bullet list, arranged in order of priority if possible.
 7. 'Action Items' should strictly encapsulate tasks committed to by the agent or left incomplete. Any suggestions made by the agent should not be included.
 8. The 'Action Items' should be brief and concise
 9. Mark important words or parts of sentences as bold.
@@ -25,4 +25,4 @@ Reply in the user's language, as a markdown of the following format.
 
 **Action Items**
 
-**Follow-up Items**
+**Follow-up Items**

lib/integrations/openai/openai_prompts/summary.txt

@@ -1 +0,0 @@
-Please summarize the key points from the following conversation between support agents and customer as bullet points for the next support agent looking into the conversation. Reply in the user's language.

lib/integrations/openai/openai_prompts/tone_rewrite.liquid

@@ -0,0 +1,35 @@
+You are an AI writing assistant integrated into Chatwoot, an omnichannel customer support platform. Your task is to rewrite customer support message to match a specific tone while preserving the original meaning and intent.
+
+Here is the tone to apply to the message you will receive:
+<tone_instruction>
+{% case tone %}
+{% when 'friendly' %}
+Warm, approachable, and personable. Use conversational language, positive words, and show empathy. May include phrases like "Happy to help!" or "I'd be glad to..."
+{% when 'confident' %}
+Assertive and assured. Use definitive language, avoid hedging words like "maybe" or "I think". Be direct and authoritative while remaining helpful.
+{% when 'straightforward' %}
+Clear, direct, and to-the-point. Remove unnecessary words, get straight to the information or solution. No fluff or extra pleasantries.
+{% when 'casual' %}
+Relaxed and informal. Use contractions, simpler words, and a conversational style. Friendly but less formal than professional tone.
+{% when 'professional' %}
+Formal, polished, and business-appropriate. Use complete sentences, proper grammar, and maintain respectful distance. Avoid slang or overly casual language.
+{% else %}
+Warm, approachable, and personable. Use conversational language, positive words, and show empathy. May include phrases like "Happy to help!" or "I'd be glad to..."
+{% endcase %}
+</tone_instruction>
+
+Your task is to rewrite the message according to the specified tone instructions.
+
+Important guidelines:
+- Preserve the core meaning and all important information from the original message
+- Keep the rewritten message concise and appropriate for customer support
+- Maintain helpfulness and respect regardless of tone
+- Do not add information that wasn't in the original message
+- Do not remove critical details or instructions
+
+Super Important:
+- If the message has some markdown formatting, keep the formatting as it is. 
+- Block quotes (lines starting with >) contain quoted text from the customer's previous message. Preserve this quoted text exactly as written (do not modify the customer's words inside the block quote), but DO improve the agent's reply that follows the block quote.
+- Ensure the output is in the user's original language
+
+Output only the rewritten message without any preamble, tags or explanation.

lib/integrations/openai/processor_service.rb

@@ -1,138 +0,0 @@
-class Integrations::Openai::ProcessorService < Integrations::LlmBaseService
-  AGENT_INSTRUCTION = 'You are a helpful support agent.'.freeze
-  LANGUAGE_INSTRUCTION = 'Ensure that the reply should be in user language.'.freeze
-  def reply_suggestion_message
-    make_api_call(reply_suggestion_body)
-  end
-
-  def summarize_message
-    make_api_call(summarize_body)
-  end
-
-  def rephrase_message
-    make_api_call(build_api_call_body("#{AGENT_INSTRUCTION} Please rephrase the following response. " \
-                                      "#{LANGUAGE_INSTRUCTION}"))
-  end
-
-  def fix_spelling_grammar_message
-    make_api_call(build_api_call_body("#{AGENT_INSTRUCTION} Please fix the spelling and grammar of the following response. " \
-                                      "#{LANGUAGE_INSTRUCTION}"))
-  end
-
-  def shorten_message
-    make_api_call(build_api_call_body("#{AGENT_INSTRUCTION} Please shorten the following response. " \
-                                      "#{LANGUAGE_INSTRUCTION}"))
-  end
-
-  def expand_message
-    make_api_call(build_api_call_body("#{AGENT_INSTRUCTION} Please expand the following response. " \
-                                      "#{LANGUAGE_INSTRUCTION}"))
-  end
-
-  def make_friendly_message
-    make_api_call(build_api_call_body("#{AGENT_INSTRUCTION} Please make the following response more friendly. " \
-                                      "#{LANGUAGE_INSTRUCTION}"))
-  end
-
-  def make_formal_message
-    make_api_call(build_api_call_body("#{AGENT_INSTRUCTION} Please make the following response more formal. " \
-                                      "#{LANGUAGE_INSTRUCTION}"))
-  end
-
-  def simplify_message
-    make_api_call(build_api_call_body("#{AGENT_INSTRUCTION} Please simplify the following response. " \
-                                      "#{LANGUAGE_INSTRUCTION}"))
-  end
-
-  private
-
-  def prompt_from_file(file_name, enterprise: false)
-    path = enterprise ? 'enterprise/lib/enterprise/integrations/openai_prompts' : 'lib/integrations/openai/openai_prompts'
-    Rails.root.join(path, "#{file_name}.txt").read
-  end
-
-  def build_api_call_body(system_content, user_content = event['data']['content'])
-    {
-      model: GPT_MODEL,
-      messages: [
-        { role: 'system', content: system_content },
-        { role: 'user', content: user_content }
-      ]
-    }.to_json
-  end
-
-  def conversation_messages(in_array_format: false)
-    messages = init_messages_body(in_array_format)
-
-    add_messages_until_token_limit(conversation, messages, in_array_format)
-  end
-
-  def add_messages_until_token_limit(conversation, messages, in_array_format, start_from = 0)
-    character_count = start_from
-    conversation.messages.where(message_type: [:incoming, :outgoing]).where(private: false).reorder('id desc').each do |message|
-      character_count, message_added = add_message_if_within_limit(character_count, message, messages, in_array_format)
-      break unless message_added
-    end
-    messages
-  end
-
-  def add_message_if_within_limit(character_count, message, messages, in_array_format)
-    content = message.content_for_llm
-    if valid_message?(content, character_count)
-      add_message_to_list(message, messages, in_array_format, content)
-      character_count += content.length
-      [character_count, true]
-    else
-      [character_count, false]
-    end
-  end
-
-  def valid_message?(content, character_count)
-    content.present? && character_count + content.length <= TOKEN_LIMIT
-  end
-
-  def add_message_to_list(message, messages, in_array_format, content)
-    formatted_message = format_message(message, in_array_format, content)
-    messages.prepend(formatted_message)
-  end
-
-  def init_messages_body(in_array_format)
-    in_array_format ? [] : ''
-  end
-
-  def format_message(message, in_array_format, content)
-    in_array_format ? format_message_in_array(message, content) : format_message_in_string(message, content)
-  end
-
-  def format_message_in_array(message, content)
-    { role: (message.incoming? ? 'user' : 'assistant'), content: content }
-  end
-
-  def format_message_in_string(message, content)
-    sender_type = message.incoming? ? 'Customer' : 'Agent'
-    "#{sender_type} #{message.sender&.name} : #{content}\n"
-  end
-
-  def summarize_body
-    {
-      model: GPT_MODEL,
-      messages: [
-        { role: 'system',
-          content: prompt_from_file('summary', enterprise: false) },
-        { role: 'user', content: conversation_messages }
-      ]
-    }.to_json
-  end
-
-  def reply_suggestion_body
-    {
-      model: GPT_MODEL,
-      messages: [
-        { role: 'system',
-          content: prompt_from_file('reply', enterprise: false) }
-      ].concat(conversation_messages(in_array_format: true))
-    }.to_json
-  end
-end
-
-Integrations::Openai::ProcessorService.prepend_mod_with('Integrations::OpenaiProcessorService')

lib/llm/config.rb

@@ -1,7 +1,8 @@
 require 'ruby_llm'
 
 module Llm::Config
-  DEFAULT_MODEL = 'gpt-4o-mini'.freeze
+  DEFAULT_MODEL = 'gpt-4.1-mini'.freeze
+
   class << self
     def initialized?
       @initialized ||= false

package.json

@@ -31,14 +31,16 @@
     }
   ],
   "dependencies": {
+    "@amplitude/analytics-browser": "^2.11.10",
     "@breezystack/lamejs": "^1.2.7",
     "@chatwoot/ninja-keys": "1.2.3",
-    "@chatwoot/prosemirror-schema": "1.3.5",
+    "@chatwoot/prosemirror-schema": "1.3.6",
     "@chatwoot/utils": "^0.0.51",
     "@formkit/core": "^1.6.7",
     "@formkit/vue": "^1.6.7",
     "@hcaptcha/vue3-hcaptcha": "^1.3.0",
     "@highlightjs/vue-plugin": "^2.1.0",
+    "@iconify-json/fluent": "^1.2.32",
     "@iconify-json/material-symbols": "^1.2.10",
     "@lk77/vue3-color": "^3.0.6",
     "@radix-ui/colors": "^3.0.0",
@@ -83,7 +85,6 @@
     "mitt": "^3.0.1",
     "opus-recorder": "^8.0.5",
     "pinia": "^3.0.4",
-    "@amplitude/analytics-browser": "^2.11.10",
     "qrcode": "^1.5.4",
     "semver": "7.6.3",
     "snakecase-keys": "^8.0.1",

pnpm-lock.yaml

@@ -23,8 +23,8 @@ importers:
         specifier: 1.2.3
         version: 1.2.3
       '@chatwoot/prosemirror-schema':
-        specifier: 1.3.5
-        version: 1.3.5
+        specifier: 1.3.6
+        version: 1.3.6
       '@chatwoot/utils':
         specifier: ^0.0.51
         version: 0.0.51
@@ -40,6 +40,9 @@ importers:
       '@highlightjs/vue-plugin':
         specifier: ^2.1.0
         version: 2.1.0(highlight.js@11.10.0)(vue@3.5.12(typescript@5.6.2))
+      '@iconify-json/fluent':
+        specifier: ^1.2.32
+        version: 1.2.36
       '@iconify-json/material-symbols':
         specifier: ^1.2.10
         version: 1.2.10
@@ -454,8 +457,8 @@ packages:
   '@chatwoot/ninja-keys@1.2.3':
     resolution: {integrity: sha512-xM8d9P5ikDMZm2WbaCTk/TW5HFauylrU3cJ75fq5je6ixKwyhl/0kZbVN/vbbZN4+AUX/OaSIn6IJbtCgIF67g==}
 
-  '@chatwoot/prosemirror-schema@1.3.5':
-    resolution: {integrity: sha512-3Koj3jwO1qOxJG84D4FqPOJ6o8k6ehZi1zedO3vKRERATm2Cy1p+ET6FEvVYWUpoBvDwR6hNVScXrcNNVobhsA==}
+  '@chatwoot/prosemirror-schema@1.3.6':
+    resolution: {integrity: sha512-sHRtWqbtiow9mVF1ixim0eGUXfhGK5tuLOdF9Vf53aepjJ+ngEiNVkxQT6FohlEOd886ZsdQxMvmI92IDaUXAQ==}
 
   '@chatwoot/utils@0.0.51':
     resolution: {integrity: sha512-WlEmWfOTzR7YZRUWzn5Wpm15/BRudpwqoNckph8TohyDbiim1CP4UZGa+qjajxTbNGLLhtKlm0Xl+X16+5Wceg==}
@@ -961,6 +964,9 @@ packages:
     resolution: {integrity: sha512-93zYdMES/c1D69yZiKDBj0V24vqNzB/koF26KPaagAfd3P/4gUlh3Dys5ogAK+Exi9QyzlD8x/08Zt7wIKcDcA==}
     deprecated: Use @eslint/object-schema instead
 
+  '@iconify-json/fluent@1.2.36':
+    resolution: {integrity: sha512-DhxwOu5Qiq09o2ehHeUK0I9lC01OeWFlxXP7pIslM0vbi8VuplrrJ7kMg21GJy87iOCevzxf6gTU7TLPGgSknw==}
+
   '@iconify-json/logos@1.2.10':
     resolution: {integrity: sha512-qxaXKJ6fu8jzTMPQdHtNxlfx6tBQ0jXRbHZIYy5Ilh8Lx9US9FsAdzZWUR8MXV8PnWTKGDFO4ZZee9VwerCyMA==}
 
@@ -4993,7 +4999,7 @@ snapshots:
       hotkeys-js: 3.8.7
       lit: 2.2.6
 
-  '@chatwoot/prosemirror-schema@1.3.5':
+  '@chatwoot/prosemirror-schema@1.3.6':
     dependencies:
       markdown-it-sup: 2.0.0
       prosemirror-commands: 1.6.0
@@ -5513,6 +5519,10 @@ snapshots:
 
   '@humanwhocodes/object-schema@2.0.3': {}
 
+  '@iconify-json/fluent@1.2.36':
+    dependencies:
+      '@iconify/types': 2.0.0
+
   '@iconify-json/logos@1.2.10':
     dependencies:
       '@iconify/types': 2.0.0

spec/enterprise/lib/captain/base_task_service_spec.rb

@@ -0,0 +1,169 @@
+require 'rails_helper'
+
+RSpec.describe Captain::BaseTaskService, type: :model do
+  let(:account) { create(:account) }
+  let(:inbox) { create(:inbox, account: account) }
+  let(:conversation) { create(:conversation, account: account, inbox: inbox) }
+  let(:perform_result) { { message: 'Test response' } }
+
+  # Create a concrete test service class with enterprise module prepended
+  let(:test_service_class) do
+    result = perform_result
+    klass = Class.new(described_class) do
+      define_method(:perform) { result }
+
+      def event_name
+        'test_event'
+      end
+    end
+    # Manually prepend enterprise module to test class
+    klass.prepend(Enterprise::Captain::BaseTaskService)
+    klass
+  end
+
+  let(:service) { test_service_class.new(account: account, conversation_display_id: conversation.display_id) }
+
+  before do
+    create(:installation_config, name: 'CAPTAIN_OPEN_AI_API_KEY', value: 'test-key')
+  end
+
+  describe '#perform with enterprise usage tracking' do
+    # Ensure captain is enabled by default for tests unless explicitly testing disabled state
+    before do
+      allow(account).to receive(:feature_enabled?).and_call_original
+      allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+    end
+
+    context 'when usage limit is exceeded' do
+      before do
+        allow(ChatwootApp).to receive(:chatwoot_cloud?).and_return(true)
+        allow(account).to receive(:usage_limits).and_return({
+                                                              captain: { responses: { current_available: 0 } }
+                                                            })
+      end
+
+      it 'returns usage limit exceeded error' do
+        result = service.perform
+        expect(result[:error]).to eq(I18n.t('captain.copilot_limit'))
+        expect(result[:error_code]).to eq(429)
+      end
+
+      it 'does not increment usage' do
+        expect(account).not_to receive(:increment_response_usage)
+        service.perform
+      end
+    end
+
+    it 'increments response usage on successful execution' do
+      expect(account).to receive(:increment_response_usage)
+      service.perform
+    end
+
+    context 'when result has an error' do
+      let(:perform_result) { { error: 'API Error' } }
+
+      it 'does not increment usage' do
+        expect(account).not_to receive(:increment_response_usage)
+        service.perform
+      end
+    end
+
+    context 'when result is nil' do
+      let(:perform_result) { nil }
+
+      it 'does not increment usage' do
+        expect(account).not_to receive(:increment_response_usage)
+        service.perform
+      end
+    end
+
+    context 'when result is empty hash' do
+      let(:perform_result) { {} }
+
+      it 'does not increment usage' do
+        expect(account).not_to receive(:increment_response_usage)
+        service.perform
+      end
+    end
+
+    context 'when result has blank message' do
+      let(:perform_result) { { message: '' } }
+
+      it 'does not increment usage' do
+        expect(account).not_to receive(:increment_response_usage)
+        service.perform
+      end
+    end
+
+    context 'when result has nil message' do
+      let(:perform_result) { { message: nil } }
+
+      it 'does not increment usage' do
+        expect(account).not_to receive(:increment_response_usage)
+        service.perform
+      end
+    end
+
+    it 'actually increments the usage counter in custom_attributes' do
+      expect do
+        service.perform
+        account.reload
+      end.to change { account.custom_attributes['captain_responses_usage'].to_i }.by(1)
+    end
+
+    context 'when captain is disabled' do
+      before do
+        allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(false)
+      end
+
+      context 'when on Chatwoot Cloud' do
+        before do
+          allow(ChatwootApp).to receive(:chatwoot_cloud?).and_return(true)
+        end
+
+        it 'returns upgrade error message' do
+          result = service.perform
+          expect(result[:error]).to eq(I18n.t('captain.upgrade'))
+        end
+
+        it 'does not increment usage' do
+          expect(account).not_to receive(:increment_response_usage)
+          service.perform
+        end
+      end
+
+      context 'when self-hosted' do
+        before do
+          allow(ChatwootApp).to receive(:chatwoot_cloud?).and_return(false)
+        end
+
+        it 'returns disabled error message' do
+          result = service.perform
+          expect(result[:error]).to eq(I18n.t('captain.disabled'))
+        end
+
+        it 'does not increment usage' do
+          expect(account).not_to receive(:increment_response_usage)
+          service.perform
+        end
+      end
+    end
+
+    context 'when captain is enabled' do
+      before do
+        allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+      end
+
+      it 'proceeds with the task' do
+        result = service.perform
+        expect(result[:message]).to eq('Test response')
+        expect(result[:error]).to be_nil
+      end
+
+      it 'increments usage' do
+        expect(account).to receive(:increment_response_usage)
+        service.perform
+      end
+    end
+  end
+end

spec/enterprise/lib/integrations/openai/processor_service_spec.rb

@@ -1,120 +0,0 @@
-require 'rails_helper'
-
-RSpec.describe Integrations::Openai::ProcessorService do
-  subject { described_class.new(hook: hook, event: event) }
-
-  let(:account) { create(:account) }
-  let(:hook) { create(:integrations_hook, :openai, account: account) }
-
-  # Mock RubyLLM objects
-  let(:mock_chat) { instance_double(RubyLLM::Chat) }
-  let(:mock_context) { instance_double(RubyLLM::Context) }
-  let(:mock_config) { OpenStruct.new }
-  let(:mock_response) do
-    instance_double(
-      RubyLLM::Message,
-      content: 'This is a reply from openai.',
-      input_tokens: nil,
-      output_tokens: nil
-    )
-  end
-  let(:mock_empty_response) do
-    instance_double(
-      RubyLLM::Message,
-      content: '',
-      input_tokens: nil,
-      output_tokens: nil
-    )
-  end
-
-  let(:conversation) { create(:conversation, account: account) }
-
-  before do
-    allow(RubyLLM).to receive(:context).and_yield(mock_config).and_return(mock_context)
-    allow(mock_context).to receive(:chat).and_return(mock_chat)
-
-    allow(mock_chat).to receive(:with_instructions).and_return(mock_chat)
-    allow(mock_chat).to receive(:add_message).and_return(mock_chat)
-    allow(mock_chat).to receive(:ask).and_return(mock_response)
-  end
-
-  describe '#perform' do
-    context 'when event name is label_suggestion with labels with < 3 messages' do
-      let(:event) { { 'name' => 'label_suggestion', 'data' => { 'conversation_display_id' => conversation.display_id } } }
-
-      it 'returns nil' do
-        create(:label, account: account)
-        create(:label, account: account)
-
-        expect(subject.perform).to be_nil
-      end
-    end
-
-    context 'when event name is label_suggestion with labels with >3 messages' do
-      let(:event) { { 'name' => 'label_suggestion', 'data' => { 'conversation_display_id' => conversation.display_id } } }
-
-      before do
-        create(:message, account: account, conversation: conversation, message_type: :incoming, content: 'hello agent')
-        create(:message, account: account, conversation: conversation, message_type: :outgoing, content: 'hello customer')
-        create(:message, account: account, conversation: conversation, message_type: :incoming, content: 'hello agent 2')
-        create(:message, account: account, conversation: conversation, message_type: :incoming, content: 'hello agent 3')
-        create(:message, account: account, conversation: conversation, message_type: :incoming, content: 'hello agent 4')
-
-        create(:label, account: account)
-        create(:label, account: account)
-
-        hook.settings['label_suggestion'] = 'true'
-      end
-
-      it 'returns the label suggestions' do
-        result = subject.perform
-        expect(result).to eq({ message: 'This is a reply from openai.' })
-      end
-
-      it 'returns empty string if openai response is blank' do
-        allow(mock_chat).to receive(:ask).and_return(mock_empty_response)
-
-        result = subject.perform
-        expect(result[:message]).to eq('')
-      end
-    end
-
-    context 'when event name is label_suggestion with no labels' do
-      let(:event) { { 'name' => 'label_suggestion', 'data' => { 'conversation_display_id' => conversation.display_id } } }
-
-      it 'returns nil' do
-        result = subject.perform
-        expect(result).to be_nil
-      end
-    end
-
-    context 'when event name is not one that can be processed' do
-      let(:event) { { 'name' => 'unknown', 'data' => {} } }
-
-      it 'returns nil' do
-        expect(subject.perform).to be_nil
-      end
-    end
-
-    context 'when hook is not enabled' do
-      let(:event) { { 'name' => 'label_suggestion', 'data' => { 'conversation_display_id' => conversation.display_id } } }
-
-      before do
-        create(:message, account: account, conversation: conversation, message_type: :incoming, content: 'hello agent')
-        create(:message, account: account, conversation: conversation, message_type: :outgoing, content: 'hello customer')
-        create(:message, account: account, conversation: conversation, message_type: :incoming, content: 'hello agent 2')
-        create(:message, account: account, conversation: conversation, message_type: :incoming, content: 'hello agent 3')
-        create(:message, account: account, conversation: conversation, message_type: :incoming, content: 'hello agent 4')
-
-        create(:label, account: account)
-        create(:label, account: account)
-
-        hook.settings['label_suggestion'] = nil
-      end
-
-      it 'returns nil' do
-        expect(subject.perform).to be_nil
-      end
-    end
-  end
-end

spec/lib/captain/base_task_service_spec.rb

@@ -0,0 +1,325 @@
+require 'rails_helper'
+
+RSpec.describe Captain::BaseTaskService do
+  let(:account) { create(:account) }
+  let(:inbox) { create(:inbox, account: account) }
+  let(:conversation) { create(:conversation, account: account, inbox: inbox) }
+
+  # Create a concrete test service class since BaseTaskService is abstract
+  let(:test_service_class) do
+    Class.new(described_class) do
+      def perform
+        { message: 'Test response' }
+      end
+
+      def event_name
+        'test_event'
+      end
+    end
+  end
+
+  let(:service) { test_service_class.new(account: account, conversation_display_id: conversation.display_id) }
+
+  before do
+    create(:installation_config, name: 'CAPTAIN_OPEN_AI_API_KEY', value: 'test-key')
+    # Stub captain enabled check to allow OSS specs to test base functionality
+    # without enterprise module interference
+    allow(account).to receive(:feature_enabled?).and_call_original
+    allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+  end
+
+  describe '#perform' do
+    it 'returns the expected result' do
+      result = service.perform
+      expect(result).to eq({ message: 'Test response' })
+    end
+  end
+
+  describe '#event_name' do
+    it 'raises NotImplementedError for base class' do
+      base_service = described_class.new(account: account, conversation_display_id: conversation.display_id)
+      expect { base_service.send(:event_name) }.to raise_error(NotImplementedError, /must implement #event_name/)
+    end
+
+    it 'returns custom event name in subclass' do
+      expect(service.send(:event_name)).to eq('test_event')
+    end
+  end
+
+  describe '#conversation' do
+    it 'finds conversation by display_id' do
+      expect(service.send(:conversation)).to eq(conversation)
+    end
+
+    it 'memoizes the conversation' do
+      expect(account.conversations).to receive(:find_by).once.and_return(conversation)
+      service.send(:conversation)
+      service.send(:conversation)
+    end
+  end
+
+  describe '#conversation_messages' do
+    let(:message1) { create(:message, conversation: conversation, message_type: :incoming, content: 'Hello', created_at: 1.hour.ago) }
+    let(:message2) { create(:message, conversation: conversation, message_type: :outgoing, content: 'Hi there', created_at: 30.minutes.ago) }
+    let(:message3) { create(:message, conversation: conversation, message_type: :incoming, content: 'How are you?', created_at: 10.minutes.ago) }
+    let(:private_message) { create(:message, conversation: conversation, message_type: :incoming, content: 'Private', private: true) }
+
+    before do
+      message1
+      message2
+      message3
+      private_message
+    end
+
+    it 'returns messages in array format with role and content' do
+      messages = service.send(:conversation_messages)
+
+      expect(messages).to be_an(Array)
+      expect(messages.length).to eq(3)
+      expect(messages[0]).to eq({ role: 'user', content: 'Hello' })
+      expect(messages[1]).to eq({ role: 'assistant', content: 'Hi there' })
+      expect(messages[2]).to eq({ role: 'user', content: 'How are you?' })
+    end
+
+    it 'excludes private messages' do
+      messages = service.send(:conversation_messages)
+      contents = messages.pluck(:content)
+      expect(contents).not_to include('Private')
+    end
+
+    it 'respects token limit' do
+      # Create messages that collectively exceed token limit
+      # Message validation max is 150000, so create multiple large messages
+      10.times do |i|
+        create(:message, conversation: conversation, message_type: :incoming,
+                         content: 'a' * 100_000, created_at: i.minutes.ago)
+      end
+
+      messages = service.send(:conversation_messages)
+      total_length = messages.sum { |m| m[:content].length }
+      expect(total_length).to be <= Captain::BaseTaskService::TOKEN_LIMIT
+    end
+
+    it 'respects start_from offset for token counting' do
+      # With a start_from offset, fewer messages should fit
+      start_from = Captain::BaseTaskService::TOKEN_LIMIT - 100
+      messages = service.send(:conversation_messages, start_from: start_from)
+
+      total_length = messages.sum { |m| m[:content].length }
+      expect(total_length).to be <= 100
+    end
+  end
+
+  describe '#make_api_call' do
+    let(:model) { 'gpt-4' }
+    let(:messages) { [{ role: 'system', content: 'Test' }, { role: 'user', content: 'Hello' }] }
+    let(:mock_chat) { instance_double(RubyLLM::Chat) }
+    let(:mock_context) { instance_double(RubyLLM::Context, chat: mock_chat) }
+    let(:mock_response) { instance_double(RubyLLM::Message, content: 'Response', input_tokens: 10, output_tokens: 20) }
+
+    before do
+      allow(Llm::Config).to receive(:with_api_key).and_yield(mock_context)
+      allow(mock_chat).to receive(:with_instructions)
+      allow(mock_chat).to receive(:ask).and_return(mock_response)
+    end
+
+    context 'when captain_tasks is disabled' do
+      before do
+        allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(false)
+      end
+
+      it 'returns disabled error' do
+        result = service.send(:make_api_call, model: model, messages: messages)
+
+        expect(result[:error]).to eq(I18n.t('captain.disabled'))
+        expect(result[:error_code]).to eq(403)
+      end
+
+      it 'does not make API call' do
+        expect(Llm::Config).not_to receive(:with_api_key)
+        service.send(:make_api_call, model: model, messages: messages)
+      end
+    end
+
+    context 'when API key is not configured' do
+      before do
+        InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_API_KEY')&.destroy
+        # Clear memoized api_key
+        service.instance_variable_set(:@api_key, nil)
+      end
+
+      it 'returns api key missing error' do
+        result = service.send(:make_api_call, model: model, messages: messages)
+
+        expect(result[:error]).to eq(I18n.t('captain.api_key_missing'))
+        expect(result[:error_code]).to eq(401)
+      end
+
+      it 'does not make API call' do
+        expect(Llm::Config).not_to receive(:with_api_key)
+        service.send(:make_api_call, model: model, messages: messages)
+      end
+    end
+
+    it 'calls execute_ruby_llm_request with correct parameters' do
+      expect(service).to receive(:execute_ruby_llm_request).with(model: model, messages: messages).and_call_original
+      service.send(:make_api_call, model: model, messages: messages)
+    end
+
+    it 'instruments the LLM call' do
+      expect(service).to receive(:instrument_llm_call).and_call_original
+      service.send(:make_api_call, model: model, messages: messages)
+    end
+
+    it 'returns formatted response with tokens' do
+      result = service.send(:make_api_call, model: model, messages: messages)
+
+      expect(result[:message]).to eq('Response')
+      expect(result[:usage]['prompt_tokens']).to eq(10)
+      expect(result[:usage]['completion_tokens']).to eq(20)
+      expect(result[:usage]['total_tokens']).to eq(30)
+    end
+  end
+
+  describe 'chat setup' do
+    let(:model) { 'gpt-4' }
+    let(:mock_chat) { instance_double(RubyLLM::Chat) }
+    let(:mock_context) { instance_double(RubyLLM::Context, chat: mock_chat) }
+    let(:mock_response) { instance_double(RubyLLM::Message, content: 'Response', input_tokens: 10, output_tokens: 20) }
+
+    before do
+      allow(Llm::Config).to receive(:with_api_key).and_yield(mock_context)
+      allow(mock_response).to receive(:input_tokens).and_return(10)
+      allow(mock_response).to receive(:output_tokens).and_return(20)
+    end
+
+    context 'with system instructions' do
+      let(:messages) { [{ role: 'system', content: 'You are helpful' }, { role: 'user', content: 'Hello' }] }
+
+      it 'applies system instructions to chat' do
+        expect(mock_chat).to receive(:with_instructions).with('You are helpful')
+        expect(mock_chat).to receive(:ask).with('Hello').and_return(mock_response)
+
+        service.send(:make_api_call, model: model, messages: messages)
+      end
+    end
+
+    context 'with conversation history' do
+      let(:messages) do
+        [
+          { role: 'system', content: 'You are helpful' },
+          { role: 'user', content: 'First message' },
+          { role: 'assistant', content: 'First response' },
+          { role: 'user', content: 'Second message' }
+        ]
+      end
+
+      it 'adds conversation history before asking' do
+        expect(mock_chat).to receive(:with_instructions).with('You are helpful')
+        expect(mock_chat).to receive(:add_message).with(role: :user, content: 'First message').ordered
+        expect(mock_chat).to receive(:add_message).with(role: :assistant, content: 'First response').ordered
+        expect(mock_chat).to receive(:ask).with('Second message').and_return(mock_response)
+
+        service.send(:make_api_call, model: model, messages: messages)
+      end
+    end
+
+    context 'with single message' do
+      let(:messages) { [{ role: 'system', content: 'You are helpful' }, { role: 'user', content: 'Hello' }] }
+
+      it 'does not add conversation history' do
+        expect(mock_chat).to receive(:with_instructions).with('You are helpful')
+        expect(mock_chat).not_to receive(:add_message)
+        expect(mock_chat).to receive(:ask).with('Hello').and_return(mock_response)
+
+        service.send(:make_api_call, model: model, messages: messages)
+      end
+    end
+  end
+
+  describe 'error handling' do
+    let(:model) { 'gpt-4' }
+    let(:messages) { [{ role: 'user', content: 'Hello' }] }
+    let(:error) { StandardError.new('API Error') }
+    let(:exception_tracker) { instance_double(ChatwootExceptionTracker) }
+
+    before do
+      allow(Llm::Config).to receive(:with_api_key).and_raise(error)
+      allow(ChatwootExceptionTracker).to receive(:new).with(error, account: account).and_return(exception_tracker)
+      allow(exception_tracker).to receive(:capture_exception)
+    end
+
+    it 'tracks exceptions' do
+      expect(ChatwootExceptionTracker).to receive(:new).with(error, account: account).and_return(exception_tracker)
+      expect(exception_tracker).to receive(:capture_exception)
+
+      service.send(:make_api_call, model: model, messages: messages)
+    end
+
+    it 'returns error response' do
+      expect(exception_tracker).to receive(:capture_exception)
+      result = service.send(:make_api_call, model: model, messages: messages)
+
+      expect(result[:error]).to eq('API Error')
+      expect(result[:request_messages]).to eq(messages)
+    end
+  end
+
+  describe '#api_key' do
+    context 'when openai hook is configured' do
+      let(:hook) { create(:integrations_hook, account: account, app_id: 'openai', status: 'enabled', settings: { 'api_key' => 'hook-key' }) }
+
+      before { hook }
+
+      it 'uses api key from hook' do
+        expect(service.send(:api_key)).to eq('hook-key')
+      end
+    end
+
+    context 'when openai hook is not configured' do
+      it 'uses system api key' do
+        expect(service.send(:api_key)).to eq('test-key')
+      end
+    end
+  end
+
+  describe '#prompt_from_file' do
+    it 'reads prompt from file' do
+      allow(Rails.root).to receive(:join).and_return(instance_double(Pathname, read: 'Test prompt content'))
+      expect(service.send(:prompt_from_file, 'test')).to eq('Test prompt content')
+    end
+  end
+
+  describe '#extract_original_context' do
+    it 'returns the most recent user message' do
+      messages = [
+        { role: 'user', content: 'First question' },
+        { role: 'assistant', content: 'First response' },
+        { role: 'user', content: 'Follow-up question' }
+      ]
+
+      result = service.send(:extract_original_context, messages)
+      expect(result).to eq('Follow-up question')
+    end
+
+    it 'returns nil when no user messages exist' do
+      messages = [
+        { role: 'system', content: 'System prompt' },
+        { role: 'assistant', content: 'Response' }
+      ]
+
+      result = service.send(:extract_original_context, messages)
+      expect(result).to be_nil
+    end
+
+    it 'returns the only user message when there is just one' do
+      messages = [
+        { role: 'system', content: 'System prompt' },
+        { role: 'user', content: 'Single question' }
+      ]
+
+      result = service.send(:extract_original_context, messages)
+      expect(result).to eq('Single question')
+    end
+  end
+end

spec/lib/captain/follow_up_service_spec.rb

@@ -0,0 +1,164 @@
+require 'rails_helper'
+
+RSpec.describe Captain::FollowUpService do
+  let(:account) { create(:account) }
+  let(:inbox) { create(:inbox, account: account) }
+  let(:conversation) { create(:conversation, account: account, inbox: inbox) }
+  let(:user_message) { 'Make it more concise' }
+  let(:follow_up_context) do
+    {
+      'event_name' => 'professional',
+      'original_context' => 'Please help me with this issue',
+      'last_response' => 'I would be happy to assist you with this matter.',
+      'conversation_history' => [
+        { 'role' => 'user', 'content' => 'Make it shorter' },
+        { 'role' => 'assistant', 'content' => 'Happy to help with this.' }
+      ]
+    }
+  end
+  let(:service) do
+    described_class.new(
+      account: account,
+      follow_up_context: follow_up_context,
+      user_message: user_message,
+      conversation_display_id: conversation.display_id
+    )
+  end
+
+  before do
+    # Stub captain enabled check to allow specs to test base functionality
+    # without enterprise module interference
+    allow(account).to receive(:feature_enabled?).and_call_original
+    allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+  end
+
+  describe '#perform' do
+    context 'when conversation_display_id is provided' do
+      it 'resolves conversation for instrumentation' do
+        expect(service.send(:conversation)).to eq(conversation)
+      end
+    end
+
+    context 'when follow-up context exists' do
+      it 'constructs messages array with full conversation history' do
+        expect(service).to receive(:make_api_call) do |args|
+          messages = args[:messages]
+
+          expect(messages).to match(
+            [
+              a_hash_including(role: 'system', content: include('tone rewrite (professional)')),
+              { role: 'user', content: 'Please help me with this issue' },
+              { role: 'assistant', content: 'I would be happy to assist you with this matter.' },
+              { role: 'user', content: 'Make it shorter' },
+              { role: 'assistant', content: 'Happy to help with this.' },
+              { role: 'user', content: 'Make it more concise' }
+            ]
+          )
+
+          { message: 'Refined response' }
+        end
+
+        service.perform
+      end
+
+      it 'returns updated follow-up context' do
+        allow(service).to receive(:make_api_call).and_return({ message: 'Refined response' })
+
+        result = service.perform
+
+        expect(result[:message]).to eq('Refined response')
+        expect(result[:follow_up_context]['last_response']).to eq('Refined response')
+        expect(result[:follow_up_context]['conversation_history'].length).to eq(4)
+        expect(result[:follow_up_context]['conversation_history'][-2]['content']).to eq('Make it more concise')
+        expect(result[:follow_up_context]['conversation_history'][-1]['content']).to eq('Refined response')
+      end
+    end
+
+    context 'when follow-up context is missing' do
+      let(:follow_up_context) { nil }
+
+      it 'returns error with 400 code' do
+        result = service.perform
+
+        expect(result[:error]).to eq('Follow-up context missing')
+        expect(result[:error_code]).to eq(400)
+      end
+    end
+  end
+
+  describe '#build_follow_up_system_prompt' do
+    it 'describes tone rewrite actions' do
+      %w[professional casual friendly confident straightforward].each do |tone|
+        session = { 'event_name' => tone }
+        prompt = service.send(:build_follow_up_system_prompt, session)
+
+        expect(prompt).to include("tone rewrite (#{tone})")
+        expect(prompt).to include('help them refine the result')
+      end
+    end
+
+    it 'describes fix_spelling_grammar action' do
+      session = { 'event_name' => 'fix_spelling_grammar' }
+      prompt = service.send(:build_follow_up_system_prompt, session)
+
+      expect(prompt).to include('spelling and grammar correction')
+    end
+
+    it 'describes improve action' do
+      session = { 'event_name' => 'improve' }
+      prompt = service.send(:build_follow_up_system_prompt, session)
+
+      expect(prompt).to include('message improvement')
+    end
+
+    it 'describes summarize action' do
+      session = { 'event_name' => 'summarize' }
+      prompt = service.send(:build_follow_up_system_prompt, session)
+
+      expect(prompt).to include('conversation summary')
+    end
+
+    it 'describes reply_suggestion action' do
+      session = { 'event_name' => 'reply_suggestion' }
+      prompt = service.send(:build_follow_up_system_prompt, session)
+
+      expect(prompt).to include('reply suggestion')
+    end
+
+    it 'describes label_suggestion action' do
+      session = { 'event_name' => 'label_suggestion' }
+      prompt = service.send(:build_follow_up_system_prompt, session)
+
+      expect(prompt).to include('label suggestion')
+    end
+
+    it 'uses event_name directly for unknown actions' do
+      session = { 'event_name' => 'custom_action' }
+      prompt = service.send(:build_follow_up_system_prompt, session)
+
+      expect(prompt).to include('custom_action')
+    end
+  end
+
+  describe '#describe_previous_action' do
+    it 'returns tone description for tone operations' do
+      expect(service.send(:describe_previous_action, 'professional')).to eq('tone rewrite (professional)')
+      expect(service.send(:describe_previous_action, 'casual')).to eq('tone rewrite (casual)')
+      expect(service.send(:describe_previous_action, 'friendly')).to eq('tone rewrite (friendly)')
+      expect(service.send(:describe_previous_action, 'confident')).to eq('tone rewrite (confident)')
+      expect(service.send(:describe_previous_action, 'straightforward')).to eq('tone rewrite (straightforward)')
+    end
+
+    it 'returns specific descriptions for other operations' do
+      expect(service.send(:describe_previous_action, 'fix_spelling_grammar')).to eq('spelling and grammar correction')
+      expect(service.send(:describe_previous_action, 'improve')).to eq('message improvement')
+      expect(service.send(:describe_previous_action, 'summarize')).to eq('conversation summary')
+      expect(service.send(:describe_previous_action, 'reply_suggestion')).to eq('reply suggestion')
+      expect(service.send(:describe_previous_action, 'label_suggestion')).to eq('label suggestion')
+    end
+
+    it 'returns event name for unknown operations' do
+      expect(service.send(:describe_previous_action, 'unknown')).to eq('unknown')
+    end
+  end
+end

spec/lib/captain/label_suggestion_service_spec.rb

@@ -0,0 +1,169 @@
+require 'rails_helper'
+
+RSpec.describe Captain::LabelSuggestionService do
+  let(:account) { create(:account) }
+  let(:inbox) { create(:inbox, account: account) }
+  let(:conversation) { create(:conversation, account: account, inbox: inbox) }
+  let(:label1) { create(:label, account: account, title: 'bug') }
+  let(:label2) { create(:label, account: account, title: 'feature-request') }
+  let(:service) { described_class.new(account: account, conversation_display_id: conversation.display_id) }
+  let(:mock_chat) { instance_double(RubyLLM::Chat) }
+  let(:mock_context) { instance_double(RubyLLM::Context, chat: mock_chat) }
+  let(:mock_response) { instance_double(RubyLLM::Message, content: 'bug, feature-request', input_tokens: 100, output_tokens: 20) }
+
+  before do
+    create(:installation_config, name: 'CAPTAIN_OPEN_AI_API_KEY', value: 'test-key')
+    label1
+    label2
+    allow(Llm::Config).to receive(:with_api_key).and_yield(mock_context)
+    allow(mock_chat).to receive(:with_instructions)
+    allow(mock_chat).to receive(:ask).and_return(mock_response)
+    # Stub captain enabled check to allow specs to test base functionality
+    # without enterprise module interference
+    allow(account).to receive(:feature_enabled?).and_call_original
+    allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+  end
+
+  describe '#label_suggestion_message' do
+    context 'with valid conversation' do
+      before do
+        # Create enough incoming messages to pass validation
+        3.times do |i|
+          create(:message, conversation: conversation, message_type: :incoming,
+                           content: "Message #{i}", created_at: i.minutes.ago)
+        end
+      end
+
+      it 'returns label suggestions' do
+        result = service.perform
+
+        expect(result[:message]).to eq('bug, feature-request')
+      end
+
+      it 'removes "Labels:" prefix from response' do
+        allow(mock_response).to receive(:content).and_return('Labels: bug, feature-request')
+
+        result = service.perform
+
+        expect(result[:message]).to eq(' bug, feature-request')
+      end
+
+      it 'removes "Label:" prefix (singular) from response' do
+        allow(mock_response).to receive(:content).and_return('label: bug')
+
+        result = service.perform
+
+        expect(result[:message]).to eq(' bug')
+      end
+
+      it 'builds labels_with_messages format correctly' do
+        expect(service).to receive(:make_api_call) do |args|
+          user_message = args[:messages].find { |m| m[:role] == 'user' }[:content]
+
+          expect(user_message).to include('Messages:')
+          expect(user_message).to include('Labels:')
+          expect(user_message).to include('bug, feature-request')
+          { message: 'bug' }
+        end
+
+        service.perform
+      end
+    end
+
+    context 'with invalid conversation' do
+      it 'returns nil when conversation has less than 3 incoming messages' do
+        create(:message, conversation: conversation, message_type: :incoming, content: 'Message 1')
+        create(:message, conversation: conversation, message_type: :incoming, content: 'Message 2')
+
+        result = service.perform
+
+        expect(result).to be_nil
+      end
+
+      it 'returns nil when conversation has more than 100 messages' do
+        101.times do |i|
+          create(:message, conversation: conversation, message_type: :incoming, content: "Message #{i}")
+        end
+
+        result = service.perform
+
+        expect(result).to be_nil
+      end
+
+      it 'returns nil when conversation has >20 messages and last is not incoming' do
+        21.times do |i|
+          create(:message, conversation: conversation, message_type: :incoming, content: "Message #{i}")
+        end
+        create(:message, conversation: conversation, message_type: :outgoing, content: 'Agent reply')
+
+        result = service.perform
+
+        expect(result).to be_nil
+      end
+    end
+
+    context 'when caching' do
+      before do
+        3.times do |i|
+          create(:message, conversation: conversation, message_type: :incoming,
+                           content: "Message #{i}", created_at: i.minutes.ago)
+        end
+      end
+
+      it 'reads from cache on cache hit' do
+        # Warm up cache
+        service.perform
+
+        # Create new service instance to test cache read
+        new_service = described_class.new(account: account, conversation_display_id: conversation.display_id)
+
+        expect(new_service).not_to receive(:make_api_call)
+        result = new_service.perform
+
+        expect(result[:message]).to eq('bug, feature-request')
+      end
+
+      it 'writes to cache on cache miss' do
+        expect(Redis::Alfred).to receive(:setex).and_call_original
+
+        service.perform
+      end
+
+      it 'returns nil for invalid cached JSON' do
+        # Set invalid JSON in cache
+        cache_key = service.send(:cache_key)
+        Redis::Alfred.set(cache_key, 'invalid json')
+
+        result = service.perform
+
+        # Should make API call since cache read failed
+        expect(result[:message]).to eq('bug, feature-request')
+      end
+
+      it 'does not cache error responses' do
+        error_response = { error: 'API Error', request_messages: [] }
+        allow(service).to receive(:make_api_call).and_return(error_response)
+
+        expect(Redis::Alfred).not_to receive(:setex)
+
+        service.perform
+      end
+    end
+
+    context 'when no labels exist' do
+      before do
+        Label.destroy_all
+        3.times do |i|
+          create(:message, conversation: conversation, message_type: :incoming,
+                           content: "Message #{i}")
+        end
+      end
+
+      it 'returns nil' do
+        result = service.perform
+
+        expect(result).to be_nil
+      end
+    end
+  end
+end

spec/lib/captain/reply_suggestion_service_spec.rb

@@ -0,0 +1,92 @@
+require 'rails_helper'
+
+RSpec.describe Captain::ReplySuggestionService do
+  subject(:service) { described_class.new(account: account, conversation_display_id: conversation.display_id, user: agent) }
+
+  let(:account) { create(:account) }
+  let(:agent) { create(:user, account: account, name: 'Jane Smith') }
+  let(:inbox) { create(:inbox, account: account) }
+  let(:conversation) { create(:conversation, account: account, inbox: inbox) }
+  let(:captured_messages) { [] }
+
+  before do
+    create(:installation_config, name: 'CAPTAIN_OPEN_AI_API_KEY', value: 'test-key')
+    create(:message, conversation: conversation, message_type: :incoming, content: 'I need help')
+    allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+
+    mock_response = instance_double(RubyLLM::Message, content: 'Sure, I can help!', input_tokens: 50, output_tokens: 20)
+    mock_chat = instance_double(RubyLLM::Chat)
+    mock_context = instance_double(RubyLLM::Context, chat: mock_chat)
+
+    allow(Llm::Config).to receive(:with_api_key).and_yield(mock_context)
+    allow(mock_chat).to receive(:with_instructions) { |msg| captured_messages << { role: 'system', content: msg } }
+    allow(mock_chat).to receive(:add_message) { |args| captured_messages << args }
+    allow(mock_chat).to receive(:ask) do |msg|
+      captured_messages << { role: 'user', content: msg }
+      mock_response
+    end
+  end
+
+  describe '#perform' do
+    it 'returns the suggested reply' do
+      result = service.perform
+
+      expect(result[:message]).to eq('Sure, I can help!')
+    end
+
+    it 'formats conversation using LlmFormatter' do
+      service.perform
+
+      user_message = captured_messages.find { |m| m[:role] == 'user' }
+      expect(user_message[:content]).to include('Message History:')
+      expect(user_message[:content]).to include('User: I need help')
+    end
+
+    context 'with chat channel' do
+      it 'uses chat-specific instructions' do
+        service.perform
+
+        system_prompt = captured_messages.find { |m| m[:role] == 'system' }[:content]
+        expect(system_prompt).to include('CHAT conversation')
+        expect(system_prompt).to include('brief, conversational')
+        expect(system_prompt).not_to include('EMAIL conversation')
+      end
+    end
+
+    context 'with email channel' do
+      let(:email_channel) { create(:channel_email, account: account) }
+      let(:inbox) { create(:inbox, account: account, channel: email_channel) }
+
+      it 'uses email-specific instructions' do
+        service.perform
+
+        system_prompt = captured_messages.find { |m| m[:role] == 'system' }[:content]
+        expect(system_prompt).to include('EMAIL conversation')
+        expect(system_prompt).to include('professional email')
+        expect(system_prompt).not_to include('CHAT conversation')
+      end
+
+      context 'when agent has a signature' do
+        let(:agent) { create(:user, account: account, name: 'Jane Smith', message_signature: "Best,\nJane Smith") }
+
+        it 'includes the signature in the prompt' do
+          service.perform
+
+          system_prompt = captured_messages.find { |m| m[:role] == 'system' }[:content]
+          expect(system_prompt).to include("Best,\nJane Smith")
+        end
+      end
+
+      context 'when agent has no signature' do
+        let(:agent) { create(:user, account: account, name: 'Jane Smith', message_signature: nil) }
+
+        it 'falls back to agent name for sign-off' do
+          service.perform
+
+          system_prompt = captured_messages.find { |m| m[:role] == 'system' }[:content]
+          expect(system_prompt).to include("sign-off using the agent's name: Jane Smith")
+        end
+      end
+    end
+  end
+end

spec/lib/captain/rewrite_service_spec.rb

@@ -0,0 +1,166 @@
+require 'rails_helper'
+
+RSpec.describe Captain::RewriteService do
+  let(:account) { create(:account) }
+  let(:inbox) { create(:inbox, account: account) }
+  let(:conversation) { create(:conversation, account: account, inbox: inbox) }
+  let(:content) { 'I need help with my order' }
+  let(:operation) { 'fix_spelling_grammar' }
+  let(:service) { described_class.new(account: account, content: content, operation: operation, conversation_display_id: conversation.display_id) }
+  let(:mock_chat) { instance_double(RubyLLM::Chat) }
+  let(:mock_context) { instance_double(RubyLLM::Context, chat: mock_chat) }
+  let(:mock_response) { instance_double(RubyLLM::Message, content: 'Rewritten text', input_tokens: 10, output_tokens: 5) }
+
+  before do
+    create(:installation_config, name: 'CAPTAIN_OPEN_AI_API_KEY', value: 'test-key')
+    allow(Llm::Config).to receive(:with_api_key).and_yield(mock_context)
+    allow(mock_chat).to receive(:with_instructions)
+    allow(mock_chat).to receive(:ask).and_return(mock_response)
+    # Stub captain enabled check to allow specs to test base functionality
+    # without enterprise module interference
+    allow(account).to receive(:feature_enabled?).and_call_original
+    allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+  end
+
+  describe '#perform with fix_spelling_grammar operation' do
+    let(:operation) { 'fix_spelling_grammar' }
+
+    it 'uses fix_spelling_grammar prompt' do
+      expect(service).to receive(:prompt_from_file).with('fix_spelling_grammar').and_return('Fix errors')
+
+      expect(service).to receive(:make_api_call) do |args|
+        expect(args[:messages][0][:content]).to eq('Fix errors')
+        expect(args[:messages][1][:content]).to eq(content)
+        { message: 'Fixed' }
+      end
+
+      service.perform
+    end
+  end
+
+  describe 'tone rewrite methods' do
+    let(:tone_prompt_template) { 'Rewrite in {{ tone }} tone' }
+
+    before do
+      allow(service).to receive(:prompt_from_file).with('tone_rewrite').and_return(tone_prompt_template)
+    end
+
+    describe '#perform with casual operation' do
+      let(:operation) { 'casual' }
+
+      it 'uses casual tone' do
+        expect(service).to receive(:make_api_call) do |args|
+          expect(args[:messages][0][:content]).to eq('Rewrite in casual tone')
+          { message: 'Hey, need help?' }
+        end
+
+        service.perform
+      end
+    end
+
+    describe '#perform with professional operation' do
+      let(:operation) { 'professional' }
+
+      it 'uses professional tone' do
+        expect(service).to receive(:make_api_call) do |args|
+          expect(args[:messages][0][:content]).to eq('Rewrite in professional tone')
+          { message: 'Professional text' }
+        end
+
+        service.perform
+      end
+    end
+
+    describe '#perform with friendly operation' do
+      let(:operation) { 'friendly' }
+
+      it 'uses friendly tone' do
+        expect(service).to receive(:make_api_call) do |args|
+          expect(args[:messages][0][:content]).to eq('Rewrite in friendly tone')
+          { message: 'Friendly text' }
+        end
+
+        service.perform
+      end
+    end
+
+    describe '#perform with confident operation' do
+      let(:operation) { 'confident' }
+
+      it 'uses confident tone' do
+        expect(service).to receive(:make_api_call) do |args|
+          expect(args[:messages][0][:content]).to eq('Rewrite in confident tone')
+          { message: 'Confident text' }
+        end
+
+        service.perform
+      end
+    end
+
+    describe '#perform with straightforward operation' do
+      let(:operation) { 'straightforward' }
+
+      it 'uses straightforward tone' do
+        expect(service).to receive(:make_api_call) do |args|
+          expect(args[:messages][0][:content]).to eq('Rewrite in straightforward tone')
+          { message: 'Straightforward text' }
+        end
+
+        service.perform
+      end
+    end
+  end
+
+  describe '#perform with improve operation' do
+    let(:operation) { 'improve' }
+    let(:improve_template) { 'Context: {{ conversation_context }}\nDraft: {{ draft_message }}' }
+
+    before do
+      create(:message, conversation: conversation, message_type: :incoming, content: 'Customer message')
+      allow(service).to receive(:prompt_from_file).with('improve').and_return(improve_template)
+    end
+
+    it 'uses conversation context and draft message with Liquid template' do
+      expect(service).to receive(:make_api_call) do |args|
+        system_content = args[:messages][0][:content]
+
+        expect(system_content).to include('Context:')
+        expect(system_content).to include('Draft: I need help with my order')
+        expect(args[:messages][1][:content]).to eq(content)
+        { message: 'Improved text' }
+      end
+
+      service.perform
+    end
+
+    it 'returns formatted response' do
+      result = service.perform
+
+      expect(result[:message]).to eq('Rewritten text')
+    end
+  end
+
+  describe '#perform with invalid operation' do
+    it 'raises ArgumentError for unknown operation' do
+      invalid_service = described_class.new(
+        account: account,
+        content: content,
+        operation: 'invalid_operation',
+        conversation_display_id: conversation.display_id
+      )
+
+      expect { invalid_service.perform }.to raise_error(ArgumentError, /Invalid operation/)
+    end
+
+    it 'prevents method injection attacks' do
+      dangerous_service = described_class.new(
+        account: account,
+        content: content,
+        operation: 'perform',
+        conversation_display_id: conversation.display_id
+      )
+
+      expect { dangerous_service.perform }.to raise_error(ArgumentError, /Invalid operation/)
+    end
+  end
+end

spec/lib/captain/summary_service_spec.rb

@@ -0,0 +1,55 @@
+require 'rails_helper'
+
+RSpec.describe Captain::SummaryService do
+  let(:account) { create(:account) }
+  let(:inbox) { create(:inbox, account: account) }
+  let(:conversation) { create(:conversation, account: account, inbox: inbox) }
+  let(:service) { described_class.new(account: account, conversation_display_id: conversation.display_id) }
+  let(:mock_chat) { instance_double(RubyLLM::Chat) }
+  let(:mock_context) { instance_double(RubyLLM::Context, chat: mock_chat) }
+  let(:mock_response) { instance_double(RubyLLM::Message, content: 'Summary of conversation', input_tokens: 100, output_tokens: 50) }
+
+  before do
+    create(:installation_config, name: 'CAPTAIN_OPEN_AI_API_KEY', value: 'test-key')
+    allow(Llm::Config).to receive(:with_api_key).and_yield(mock_context)
+    allow(mock_chat).to receive(:with_instructions)
+    allow(mock_chat).to receive(:ask).and_return(mock_response)
+    # Stub captain enabled check to allow specs to test base functionality
+    # without enterprise module interference
+    allow(account).to receive(:feature_enabled?).and_call_original
+    allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+  end
+
+  describe '#perform' do
+    it 'passes correct model to API' do
+      expect(service).to receive(:make_api_call).with(
+        hash_including(model: Captain::BaseTaskService::GPT_MODEL)
+      ).and_call_original
+
+      service.perform
+    end
+
+    it 'passes system prompt and conversation text as messages' do
+      allow(service).to receive(:prompt_from_file).with('summary').and_return('Summarize this')
+
+      expect(service).to receive(:make_api_call) do |args|
+        expect(args[:messages].length).to eq(2)
+        expect(args[:messages][0][:role]).to eq('system')
+        expect(args[:messages][0][:content]).to eq('Summarize this')
+        expect(args[:messages][1][:role]).to eq('user')
+        expect(args[:messages][1][:content]).to be_a(String)
+        { message: 'Summary' }
+      end
+
+      service.perform
+    end
+
+    it 'returns formatted response' do
+      result = service.perform
+
+      expect(result[:message]).to eq('Summary of conversation')
+      expect(result[:usage]['prompt_tokens']).to eq(100)
+      expect(result[:usage]['completion_tokens']).to eq(50)
+    end
+  end
+end

spec/lib/integrations/openai/processor_service_spec.rb

@@ -1,201 +0,0 @@
-require 'rails_helper'
-
-RSpec.describe Integrations::Openai::ProcessorService do
-  subject(:service) { described_class.new(hook: hook, event: event) }
-
-  let(:account) { create(:account) }
-  let(:hook) { create(:integrations_hook, :openai, account: account) }
-
-  # Mock RubyLLM objects
-  let(:mock_chat) { instance_double(RubyLLM::Chat) }
-  let(:mock_context) { instance_double(RubyLLM::Context) }
-  let(:mock_config) { OpenStruct.new }
-  let(:mock_response) do
-    instance_double(
-      RubyLLM::Message,
-      content: 'This is a reply from openai.',
-      input_tokens: nil,
-      output_tokens: nil
-    )
-  end
-  let(:mock_response_with_usage) do
-    instance_double(
-      RubyLLM::Message,
-      content: 'This is a reply from openai.',
-      input_tokens: 50,
-      output_tokens: 20
-    )
-  end
-
-  before do
-    allow(RubyLLM).to receive(:context).and_yield(mock_config).and_return(mock_context)
-    allow(mock_context).to receive(:chat).and_return(mock_chat)
-
-    allow(mock_chat).to receive(:with_instructions).and_return(mock_chat)
-    allow(mock_chat).to receive(:add_message).and_return(mock_chat)
-    allow(mock_chat).to receive(:ask).and_return(mock_response)
-  end
-
-  describe '#perform' do
-    describe 'text transformation operations' do
-      shared_examples 'text transformation operation' do |event_name|
-        let(:event) { { 'name' => event_name, 'data' => { 'content' => 'This is a test' } } }
-
-        it 'returns the transformed text' do
-          result = service.perform
-          expect(result[:message]).to eq('This is a reply from openai.')
-        end
-
-        it 'sends the user content to the LLM' do
-          service.perform
-          expect(mock_chat).to have_received(:ask).with('This is a test')
-        end
-
-        it 'sets system instructions' do
-          service.perform
-          expect(mock_chat).to have_received(:with_instructions).with(a_string_including('You are a helpful support agent'))
-        end
-      end
-
-      it_behaves_like 'text transformation operation', 'rephrase'
-      it_behaves_like 'text transformation operation', 'fix_spelling_grammar'
-      it_behaves_like 'text transformation operation', 'shorten'
-      it_behaves_like 'text transformation operation', 'expand'
-      it_behaves_like 'text transformation operation', 'make_friendly'
-      it_behaves_like 'text transformation operation', 'make_formal'
-      it_behaves_like 'text transformation operation', 'simplify'
-    end
-
-    describe 'conversation-based operations' do
-      let!(:conversation) { create(:conversation, account: account) }
-
-      before do
-        create(:message, account: account, conversation: conversation, message_type: :incoming, content: 'hello agent')
-        create(:message, account: account, conversation: conversation, message_type: :outgoing, content: 'hello customer')
-      end
-
-      context 'with reply_suggestion event' do
-        let(:event) { { 'name' => 'reply_suggestion', 'data' => { 'conversation_display_id' => conversation.display_id } } }
-
-        it 'returns the suggested reply' do
-          result = service.perform
-          expect(result[:message]).to eq('This is a reply from openai.')
-        end
-
-        it 'adds conversation history before asking' do
-          service.perform
-          # Should add the first message as history, then ask with the last message
-          expect(mock_chat).to have_received(:add_message).with(role: :user, content: 'hello agent')
-          expect(mock_chat).to have_received(:ask).with('hello customer')
-        end
-      end
-
-      context 'with summarize event' do
-        let(:event) { { 'name' => 'summarize', 'data' => { 'conversation_display_id' => conversation.display_id } } }
-
-        it 'returns the summary' do
-          result = service.perform
-          expect(result[:message]).to eq('This is a reply from openai.')
-        end
-
-        it 'sends formatted conversation as a single message' do
-          service.perform
-          # Summarize sends conversation as a formatted string in one user message
-          expect(mock_chat).to have_received(:ask).with(a_string_matching(/Customer.*hello agent.*Agent.*hello customer/m))
-        end
-      end
-
-      context 'with label_suggestion event and no labels' do
-        let(:event) { { 'name' => 'label_suggestion', 'data' => { 'conversation_display_id' => conversation.display_id } } }
-
-        it 'returns nil' do
-          expect(service.perform).to be_nil
-        end
-      end
-    end
-
-    describe 'edge cases' do
-      context 'with unknown event name' do
-        let(:event) { { 'name' => 'unknown', 'data' => {} } }
-
-        it 'returns nil' do
-          expect(service.perform).to be_nil
-        end
-      end
-    end
-
-    describe 'response structure' do
-      let(:event) { { 'name' => 'rephrase', 'data' => { 'content' => 'test message' } } }
-
-      context 'when response includes usage data' do
-        before do
-          allow(mock_chat).to receive(:ask).and_return(mock_response_with_usage)
-        end
-
-        it 'returns message with usage data' do
-          result = service.perform
-
-          expect(result[:message]).to eq('This is a reply from openai.')
-          expect(result[:usage]['prompt_tokens']).to eq(50)
-          expect(result[:usage]['completion_tokens']).to eq(20)
-          expect(result[:usage]['total_tokens']).to eq(70)
-        end
-
-        it 'includes request_messages in response' do
-          result = service.perform
-
-          expect(result[:request_messages]).to be_an(Array)
-          expect(result[:request_messages].length).to eq(2)
-        end
-      end
-
-      context 'when response does not include usage data' do
-        it 'returns message with zero total tokens' do
-          result = service.perform
-
-          expect(result[:message]).to eq('This is a reply from openai.')
-          expect(result[:usage]['total_tokens']).to eq(0)
-        end
-
-        it 'includes request_messages in response' do
-          result = service.perform
-
-          expect(result[:request_messages]).to be_an(Array)
-        end
-      end
-    end
-
-    describe 'endpoint configuration' do
-      let(:event) { { 'name' => 'rephrase', 'data' => { 'content' => 'test message' } } }
-
-      context 'without CAPTAIN_OPEN_AI_ENDPOINT configured' do
-        before { InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_ENDPOINT')&.destroy }
-
-        it 'uses default OpenAI endpoint' do
-          expect(Llm::Config).to receive(:with_api_key).with(
-            hook.settings['api_key'],
-            api_base: 'https://api.openai.com/v1'
-          ).and_call_original
-
-          service.perform
-        end
-      end
-
-      context 'with CAPTAIN_OPEN_AI_ENDPOINT configured' do
-        before do
-          InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_ENDPOINT')&.destroy
-          create(:installation_config, name: 'CAPTAIN_OPEN_AI_ENDPOINT', value: 'https://custom.azure.com/')
-        end
-
-        it 'uses custom endpoint' do
-          expect(Llm::Config).to receive(:with_api_key).with(
-            hook.settings['api_key'],
-            api_base: 'https://custom.azure.com/v1'
-          ).and_call_original
-
-          service.perform
-        end
-      end
-    end
-  end
-end

spec/models/integrations/hook_spec.rb

@@ -31,27 +31,6 @@ RSpec.describe Integrations::Hook do
     end
   end
 
-  describe 'process_event' do
-    let(:account) { create(:account) }
-    let(:params) { { event: 'rephrase', payload: { test: 'test' } } }
-
-    it 'returns no processor found for hooks with out processor defined' do
-      hook = create(:integrations_hook, account: account)
-      expect(hook.process_event(params)).to eq({ :error => 'No processor found' })
-    end
-
-    it 'returns results from procesor for openai hook' do
-      hook = create(:integrations_hook, :openai, account: account)
-
-      openai_double = double
-      allow(Integrations::Openai::ProcessorService).to receive(:new).and_return(openai_double)
-      allow(openai_double).to receive(:perform).and_return('test')
-      expect(hook.process_event(params)).to eq('test')
-      expect(Integrations::Openai::ProcessorService).to have_received(:new).with(event: params, hook: hook)
-      expect(openai_double).to have_received(:perform)
-    end
-  end
-
   describe 'scopes' do
     let(:account) { create(:account) }
     let(:inbox) { create(:inbox, account: account) }

tailwind.config.js

@@ -259,6 +259,7 @@ const tailwindConfig = {
           'ph',
           'material-symbols',
           'teenyicons',
+          'fluent',
         ]),
       },
     }),

theme/colors.js

@@ -210,6 +210,21 @@ export const colors = {
       12: 'rgb(var(--gray-12) / <alpha-value>)',
     },
 
+    violet: {
+      1: 'rgb(var(--violet-1) / <alpha-value>)',
+      2: 'rgb(var(--violet-2) / <alpha-value>)',
+      3: 'rgb(var(--violet-3) / <alpha-value>)',
+      4: 'rgb(var(--violet-4) / <alpha-value>)',
+      5: 'rgb(var(--violet-5) / <alpha-value>)',
+      6: 'rgb(var(--violet-6) / <alpha-value>)',
+      7: 'rgb(var(--violet-7) / <alpha-value>)',
+      8: 'rgb(var(--violet-8) / <alpha-value>)',
+      9: 'rgb(var(--violet-9) / <alpha-value>)',
+      10: 'rgb(var(--violet-10) / <alpha-value>)',
+      11: 'rgb(var(--violet-11) / <alpha-value>)',
+      12: 'rgb(var(--violet-12) / <alpha-value>)',
+    },
+
     black: '#000000',
     brand: '#2781F6',
     background: 'rgb(var(--background-color) / <alpha-value>)',