Commit Graph

15 Commits

Author SHA1 Message Date
Muhsin Keloth
66cfef9298
feat: Add WhatsApp health monitoring and self-service registration completion (#12556)
Fixes
https://linear.app/chatwoot/issue/CW-5692/whatsapp-es-numbers-stuck-in-pending-due-to-premature-registration


###  Problem  
Multiple customers reported that their WhatsApp numbers remain stuck in
**Pending** in WhatsApp Manager even after successful onboarding.

- Our system triggers a **registration call**
(`/<PHONE_NUMBER_ID>/register`) as soon as the number is OTP verified.
- In many cases, Meta hasn’t finished **display name
review/provisioning**, so the call fails with:

  ```
  code: 100, error_subcode: 2388001
  error_user_title: "Cannot Create Certificate"
error_user_msg: "Your display name could not be processed. Please edit
your display name and try again."
  ```

- This leaves the number stuck in Pending, no messaging can start until
we manually retry registration.
- Some customers have reported being stuck in this state for **7+
days**.

###  Root cause  
- We only check `code_verification_status = VERIFIED` before attempting
registration.
- We **don’t wait** for display name provisioning (`name_status` /
`platform_type`) to be complete.
- As a result, registration fails prematurely and the number never
transitions out of Pending.

### Solution  

#### 1. Health Status Monitoring  
- Build a backend service to fetch **real-time health data** from Graph
API:
  - `code_verification_status`  
  - `name_status` / `display_name_status`  
  - `platform_type`  
  - `throughput.level`  
  - `messaging_limit_tier`  
  - `quality_rating`  
- Expose health data via API
(`/api/v1/accounts/:account_id/inboxes/:id/health`).
- Display this in the UI as an **Account Health tab** with clear badges
and direct links to WhatsApp Manager.

#### 2. Smarter Registration Logic  
- Update `WebhookSetupService` to include a **dual-condition check**:  
  - Register if:  
    1. Phone is **not verified**, OR  
2. Phone is **verified but provisioning incomplete** (`platform_type =
NOT_APPLICABLE`, `throughput.level = NOT_APPLICABLE`).
- Skip registration if number is already provisioned.  
- Retry registration automatically when stuck.  
- Provide a UI banner with complete registration button so customers can
retry without manual support.

### Screenshot
<img width="2292" height="1344" alt="CleanShot 2025-09-30 at 16 01
03@2x"
src="https://github.com/user-attachments/assets/1c417d2a-b11c-475e-b092-3c5671ee59a7"
/>

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-02 11:25:48 +05:30
Muhsin Keloth
ab1ba1c4c7
feat: Add manual WhatsApp templates sync with UI (#12007)
Fixes https://github.com/chatwoot/chatwoot/issues/9600

**Summary**
- Added manual WhatsApp templates sync functionality accessible via UI
- Added refresh button in both inbox settings and template picker modal
- Enhanced template picker to always show for WhatsApp Cloud channels
(even when empty)


**Preview**

<img width="1456" height="798" alt="CleanShot 2025-07-22 at 14 15 28@2x"
src="https://github.com/user-attachments/assets/8a04ff26-61fa-42ee-a1b8-5e06433ae6e0"
/>


<img width="2376" height="1574" alt="CleanShot 2025-07-22 at 14 19
24@2x"
src="https://github.com/user-attachments/assets/1c772034-04ff-484d-88dd-ca8123e93065"
/>

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-07-23 12:22:51 +04:00
Pranav
d070743383
feat(ee): Add Captain features (#10665)
Migration Guide: https://chwt.app/v4/migration

This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:

- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.

---------

Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-14 16:15:47 -08:00
Shivam Mishra
56fbbe92b4
feat: trigger handoff when agent bot is the actor (#8639)
- This PR adds a feature to auto-trigger handoff events when an Agent bot toggles a conversation status from Pending to Open

Co-authored-by: Sojan <sojan@pepalo.com>
2024-01-05 15:26:52 -08:00
Sojan Jose
480f34803b
feat: Response Bot using GPT and Webpage Sources (#7518)
This commit introduces the ability to associate response sources to an inbox, allowing external webpages to be parsed by Chatwoot. The parsed data is converted into embeddings for use with GPT models when managing customer queries.

The implementation relies on the `pgvector` extension for PostgreSQL. Database migrations related to this feature are handled separately by `Features::ResponseBotService`. A future update will integrate these migrations into the default rails migrations, once compatibility with Postgres extensions across all self-hosted installation options is confirmed.

Additionally, a new GitHub action has been added to the CI pipeline to ensure the execution of specs related to this feature.
2023-07-21 18:11:51 +03:00
Aswin Dev P.S
1ff9939a80
feat: Ability to remove inbox avatar (#2885)
* Delete inbox avatar

1) New API endpoint added for deleting inbox avatar.
2) Delete avatar button in the inbox settings page.

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2021-08-31 15:12:05 +05:30
Sojan Jose
534acfbf96
chore: Ensure privilege validations for API endpoints (#2224)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-06-11 11:44:31 +05:30
Sojan Jose
22965be6dc
feat: Add AgentBot APIs (#2323) 2021-06-01 22:34:25 +05:30
Sojan Jose
b89cc9cf57
feat: Add APIs for Campaigns (#2175) 2021-04-29 22:23:32 +05:30
Sojan Jose
4635e5bb44
feat: Assignable agents API (#2131)
`inboxes/id/assignable_agents` returns all users that have permission to a conversation happening in that inbox.
2021-04-20 13:46:20 +05:30
Sojan Jose
b7a583b2c4
Feature: Ability to switch between multiple accounts (#881)
* Feature: Ability to switch between multiple accounts

* Fix rubocop

* Fix assigned inboxes

* fix auth json

* Add account switcher in UI

* fix ordering on administrate

* Add switch accounts to sidebar

* add account id

* Fix schema.rb timestamp

* Revert "add account id"

This reverts commit 27570f50ef584cb9a5f69454f43f630b318c8807.

* Add a check for account

Co-authored-by: Pranav Raj Sreepuram <pranavrajs@gmail.com>
2020-05-26 22:38:48 +05:30
Sojan Jose
1cfa756d49
Chore: APIs for agent bots (#676)
Co-authored-by: Pranav Raj Sreepuram <pranavrajs@gmail.com>
2020-04-07 10:41:18 +05:30
Pranav Raj S
5ddc46c474 Refactor: Inbox store, remove inboxes from sidebar (#387)
* Refactor: Inbox store, remove inboxes from sidebar

* Add a new page for inbox settings

* Show inboxes on sidebar

* Add inbox_members API

* Disable similar-code check

* Fix codeclimate scss issues

* Add widget_color update API and actions

* Add specs for inbox store

* Fix Facebook auth flow

* Fix agent loading, inbox name
2019-12-28 21:56:42 +05:30
Pranav Raj S
60e96f446e [Enhancement] Add CopyToClipboard action in code component (#329)
* Add CopyToClipboard action in websiteWidgetCode component

* Fix codeclimate issues
2019-11-30 17:33:42 +05:30
Pranav Raj Sreepuram
2a34255e0b Initial Commit
Co-authored-by: Subin <subinthattaparambil@gmail.com>
Co-authored-by: Manoj <manojmj92@gmail.com>
Co-authored-by: Nithin <webofnithin@gmail.com>
2019-08-14 15:18:44 +05:30