Commit Graph

235 Commits

Author SHA1 Message Date
Pranav
b34c526c51
feat(apps): Shopify Integration (#11101)
This PR adds native integration with Shopify. No more dashboard apps.
The support agents can view the orders, their status and the link to the
order page on the conversation sidebar.

This PR does the following: 
- Create an integration with Shopify (a new app is added in the
integrations tab)
- Option to configure it in SuperAdmin
- OAuth endpoint and the callbacks.
- Frontend component to render the orders. (We might need to cache it in
the future)
---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-03-19 15:37:55 -07:00
Vishnu Narayanan
616bbced9c
feat: allow copilot use without connecting an inbox (#10992)
This PR allows Copilot to be used without connecting the Captain assistant to an inbox. Currently, if Captain is enabled on an account, it takes over conversations and responds directly to users. This PR enables the use of Captain as a Copilot without allowing it to respond to users. Additionally, it allows using a different assistant for Copilot instead of the default Captain assistant.

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

- If the user has selected a specific assistant, it takes first preference for Copilot.
- If the above is not available, the assistant connected to the inbox takes preference.
- If neither of the above is available, the first assistant in the account takes preference.
2025-02-28 15:20:39 -08:00
Sivin Varghese
6eecd84b22
feat: Add support for bulk action for Captain FAQs (#10905)
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-27 17:05:33 -08:00
Pranav
80c87da8c9
feat: Add new APIs for live reports with team filter (#10994)
This PR is part of the larger #10849 implementation and introduces a new
Live Reports API to provide real-time conversation metrics.

The /live_reports/conversation_metrics endpoint returns account-level or
team-level conversation statistics, including open, pending, unattended,
and unassigned conversation counts.

The /live_reports/grouped_conversation_metrics endpoint accepts a group
parameter, either team_id or assignee_id, and returns open and
unattended conversation counts based on the specified grouping.
2025-02-27 16:11:04 -08:00
Muhsin Keloth
12134f9391
feat: Linear OAuth 2.0 (#10851)
Fixes https://linear.app/chatwoot/issue/CW-3417/oauth-20-authentication
We are planning to publish the Chatwoot app in the Linear [integration
list](https://linear.app/docs/integration-directory). While we currently
use token-based authentication, Linear recommends OAuth2 authentication.
This PR implements OAuth2 support.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-02-27 18:15:53 +05:30
Sojan Jose
43a4aa2366
feat: Ability to delete platform app from super admin (#10966)
- Add the ability to delete platform app from super admin.
2025-02-24 16:56:56 -08:00
Sojan Jose
be8205657e
fix: Added authentication to FireCrawl API, remove unused RobinAI references (#10737)
- Fixed Firecrawl webhook payloads to ensure proper data handling and
delivery.
- Removed unused Robin AI code to improve codebase cleanliness and
maintainability.
- Implement authentication for the Firecrawl endpoint to improve
security. A key is generated to secure the webhook URLs from FireCrawl.

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-01-22 18:14:25 -08:00
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
Muhsin Keloth
b5f4e8155b
chore: Configure iOS universal linking (#10651)
- Moved `apple-app-site-association` to
`.well-known/apple-app-site-association`
https://docs.expo.dev/linking/ios-universal-links/#create-aasa-file
- Updated the paths pattern to accept conversation links only.
2025-01-08 21:25:11 +05:30
Pranav
4fd9bddb9d
feat(v4): Add API to fetch aggregate reports for inboxes (#10604)
The Inbox Overview section is being updated to offer a more detailed
report, showing an overall view of the account grouped by inboxes. To
view detailed reports and access specific graphs for individual inboxes,
click on the inbox name to navigate to its dedicated report page.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-12-19 14:47:19 -08:00
Pranav
10a0333980
feat(ee): Add copilot integration (v1) to the conversation sidebar (#10566) 2024-12-10 15:36:48 -08:00
Shivam Mishra
97d7b9d754
feat(ee): Setup @chatwoot/captain NPM library (#10389)
--- 
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-11-11 17:39:09 -08:00
Sojan Jose
b61ad6e41a
feat: Add APIs to manage custom roles in Chatwoot (#9995)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-23 17:18:28 +05:30
Sojan Jose
829bb842fd
feat: Generate SSO URL in Chatwoot, move Captain to primary tab (#9871)
- Generate SSO URL in Chatwoot, move Captain to the primary tab

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-01 19:22:34 -07:00
Shivam Mishra
da4b75a3af
feat: add Google login flow and inbox creation (#9580)
This PR adds the following changes

1. Refactor `microsoft/callbacks_controller` to move common logic to
`oauth_callback_controller`, most of the logic is re-used for Google
2. Add UI components, `googleClient` and I18n entries for Google login
3. Add Google callback and inbox creation
4. Add a `joinUrl` utility along with specs (need to move it to utils)
5. Add `GoogleConcern`, `Google::AuthorizationsController` and
`Google::CallbacksController`

> Note: The UI is hidden for now, so we can merge this without any
hiccups, to enable it just revert the commit `05c18de`

### Preview


https://github.com/chatwoot/chatwoot/assets/18097732/1606d150-4561-49dc-838d-e0b00fe49ce3

### Linear Tickers

[CW-3370](https://linear.app/chatwoot/issue/CW-3370)
[CW-3371](https://linear.app/chatwoot/issue/CW-3371)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-06-07 16:37:46 +05:30
Shivam Mishra
eafd3ae44d
feat: new re-authorization flow for Microsoft (#9510)
This PR adds a cleaner re-authorization flow to Microsoft. This PR has
the following changes

1. Use `reauthorization_required` value for Microsoft Channel
2. Refactor `InboxReconnectionRequired` to reuse the `banner` component
3. Refactor `microsoft/Reauthorize.vue` to reuse
`InboxReconnectionRequired` component
4. Update `reauthorizable.rb` to update cache keys if the model has an
inbox
5. Update `microsoft/callbacks_controller.rb` to handle the
reauthorization case with a redirect to the inbox settings page if the
inbox already exists at the time of authorization.

## How Has This Been Tested?

- [x] Local Instance
- [ ] Staging Instance
- [x] Unit tests

## Pending Tasks

- [ ] ~Success Toast~ will do this in a follow-up PR with the screen

## Demo

The following video shows the whole process of creation and
re-authorization of the Microsoft channel


https://www.loom.com/share/e5cd9bd4439c4741b0dcfe66d67f88b3?sid=100f3642-43e4-46b3-8123-88a5dd9d8509

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-05-23 16:03:40 +05:30
Muhsin Keloth
023b3ad507
feat: Add APIs for linear integration (#9346) 2024-05-22 13:37:58 +05:30
Shivam Mishra
2ef767d60f
feat: exporting contacts takes the filters into account (#9347)
- This PR allows contacts to be exported using the current filter in CRM view

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-05-07 20:18:36 -07:00
jderecho
0d7773d88f
feat: Draft through API for Cross-Device Support (#8018)
- Add APIs for cross-device message drafts

ref: #6890
2024-05-02 18:42:18 -07:00
Shivam Mishra
78f94511ff
feat: add sitemap for help center (#9280)
* feat: start sitemap

* feat: add base url and last mod to sitemap

* fix: typo

* test: sitemap generation

* test: add draft articles

* fix: escape dots in regex matching

* feat: perpend protocol to the url

* feat: use ChatwootApp.help_center_root

* feat: don't parse the URL

* fix: function declaration
2024-04-26 21:36:39 +05:30
Shivam Mishra
d1dd319091
feat: API to download breached conversations (#9150)
* feat: add download conversations endpoint

* feat: template for conversation list download

* feat: setup download API and tests

* chore: revert formatting change

* feat: rename download method

* feat: rename template

* feat: include sla_policy table in download query

* refactor: add nil safety to assignee

* chore: Update en.yml

* fix: remove applied_sla relation
2024-03-26 09:22:49 +05:30
Muhsin Keloth
48452a42f4
feat: Add SLA metrics API (#9132) 2024-03-25 12:24:43 +05:30
Sojan Jose
3dae3ff3ad
feat: Conversation update API for sla_policy_id (#8973)
- Add an endpoint for updating conversation attributes (priority / sla_policy_id )
- Swagger spec
- minor chores around the conversation API/spec

Fixes: https://linear.app/chatwoot/issue/CW-2100/feat-backend-api-to-update-the-sla-of-a-conversation
2024-03-14 17:22:32 +05:30
Sojan Jose
881d4bf644
feat: Add backend APIs for the bot metrics (#9031)
Co-authored-by: Pranav <pranav@chatwoot.com>
2024-03-01 08:20:20 -08:00
Sojan Jose
773be6f8ec
feat: Interface to validate response_source (#8894)
- This PR adds a UI to validate the response source quality quickly. It also helps to test with sample questions and update responses in the database when missing.

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2024-02-26 20:20:12 +05:30
CristianDuta
ebae547a60
feat: Add ability to resolve API channel conversations (#8348)
- Create a new endpoint to fetch a single conversation in client apis
- Create a new endpoint to resolve a single conversation in client apis
- Update swagger API definition to include missing endpoints

Fixes: #6329

Co-authored-by: Cristian Duta <Cristian.Duta@ti8m.ch>
2024-02-21 17:41:20 +05:30
Pranav Raj S
1ce5cbe275
feat: Add endpoints to retrieve summary of team/agents over a period of time (#8916)
- Internal APIs to prototype reporting improvements.
2024-02-13 15:44:40 +05:30
Shivam Mishra
8acc818f68
feat: allow bulk invite create via email (#8853)
* feat: add agent builder

* feat: use new agent builder

* refactor: validate limit

* test: agent limits

* feat: allow bulk create

* feat: allow bulk create

* refactor: rename current_user to inviter in AgentBuilder

* refactor: move limits tests to enterprise

* test: send correct params

* refactor: account builder returns both user and account_user

* chore: Revert "refactor: account builder returns both user and account_user"

This reverts commit 1419789871e8a3b8ff57af27fe53925b1486a839.

* feat: return user as is

* Update agent_builder.rb

- minor update

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-02-06 09:04:04 +05:30
Muhsin Keloth
39e27d2a23
feat: Delete all/read notifications (#8844) 2024-02-05 13:33:05 +05:30
Shivam Mishra
0c35a77d4b
feat: Show a confirmation banner if the email is not verified (#8808)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2024-02-02 12:31:29 -08:00
Shivam Mishra
07ea9694a3
feat: new accounts controller for signup+onboarding (#8804)
* feat: add v2 accounts controller

* feat: allow empty account and user name

* feat: ensure  and  is present for v1 signup

* test: remove validation checks

* chore: apply suggestions

* chore: revert en.yml formatting

* chore: line at EOF

* fix: routes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-02-02 16:10:45 +05:30
Muhsin Keloth
d3c1fce761
feat: Inbox item actions (#8838)
* feat: Inbox item actions

* feat: add inbox id in push event data

* Update InboxList.vue

* feat: complete actions

* Update InboxList.vue

* Update InboxView.vue

* chore: code cleanup

* chore: fix specs

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2024-02-02 11:58:47 +05:30
Sojan Jose
376de685fb
chore: Adds API for agent bot avatar upload (#8533)
Adds API for agent bot avatar upload
- accounts/agent_bot
- platform/agent_bot
2023-12-11 19:02:11 -08:00
Sivin Varghese
27239ae14a
feat: Adds API for retry messages in conversation (#8518) 2023-12-11 09:33:39 +05:30
Nithin David Thomas
f002870c6a
feat: Super admin design improvements (#8517)
- Revamp the super admin design
- Introduce a new settings page for support and billing settings
- Move the access tokens into users, agent bots and platform app show pages


Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2023-12-08 19:40:35 -08:00
Muhsin Keloth
449503bb94
feat: Snooze notification API (#8439) 2023-12-04 12:32:35 +05:30
Muhsin Keloth
bc6e3e598f
feat: Delete notification by id API (#8430) 2023-11-29 22:45:11 +05:30
Sojan Jose
0e19a4196b
chore: Endpoint to purge portal logo (#8365) 2023-11-18 01:13:22 +05:30
Muhsin Keloth
0bc20873f6
feat: Add delivery status for Twilio Channel (#8082)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2023-10-11 21:17:46 +05:30
Pranav Raj S
12a64f1b10
chore: Add an API to find the contacts using contact inbox sourceId (#8012)
Fixes: https://linear.app/chatwoot/issue/CW-2578/search-by-facebook-id
2023-09-28 15:26:28 -07:00
Sojan Jose
f7f04f788e
feat: Add an option to view the generated articles by Robin AI (#7995)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2023-09-27 18:16:36 +05:30
Muhsin Keloth
cbbe939662
fix: Set avatar for users(agent/contact) in slack channels (#7960) 2023-09-26 09:38:14 +05:30
Shivam Mishra
53d530b815
feat: Add upload under account scope (#7914) 2023-09-19 09:51:54 +05:30
Shivam Mishra
9ebabb9832
feat: common attachment endpoint follow-up changes (#7826) 2023-09-01 15:18:48 +07:00
Shivam Mishra
deec1d213b
feat: add a common upload endpoint (#7806)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2023-08-31 10:36:02 +07:00
Pranav Raj S
9ddd428935
feat: Update the slack integration-flow to allow users to select the channel (#7637) 2023-07-28 14:50:30 -07:00
Sojan Jose
846f520ad2
feat: toggle typing and update last seen endpoints for client apis (#7621)
- Add toggle_typing endpoint for client APIs
- Adds update last seen endpoint for client APIs 

Fixes: #7581
2023-07-26 20:40:48 +03:00
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
Shivam Mishra
e8a27bea4b
feat: Add APIs for limit check in accounts (#7242) 2023-06-15 20:11:40 -07:00
Tejaswini Chile
23ca6d56f9
feat: Contact Exports (#7258) 2023-06-13 09:18:43 +05:30