Commit Graph

46 Commits

Author SHA1 Message Date
Rodribm10
cfffea9c16 feat(captain): semantic memory fixes + roleta + reclamações + analytics
Consolida o trabalho desta branch de abril/2026 em um bloco pronto pra
testar em staging antes do merge pra main.

## Correções de memória semântica
- ExtractionService: Princípio Zero + Regra de Ouro (ação consumada vs intenção).
- Cenário Daniela_Reservas: Passo 0 de classificação (consulta/intenção/fora).

## Roleta da Sorte (end-to-end)
- Schema Supabase + 7 RPCs atômicas (server-side, idempotentes).
- Services: Offer, Redeem, WeeklyReport.
- Jobs: OfferRouletteJob (hook em ConfirmationService após Pix pago),
  NotifyRevealed + Scheduler de fallback.
- Tool manual GenerateRoletaLinkTool + endpoint público /roleta/notify.
- Dashboard /captain/roleta com Resgate + Relatório + anomaly detection.

## Cenário Reclamacoes_Ouvidoria
- Triagem P1-P4, framework LAST, Three-level listening, Self-check.
- Sem compensação material, detecção de cliente frustrado eleva prioridade.

## Analytics
- Funil de conversão /captain/funnel: 5 etapas via regex, zero LLM.
- Detector de churn via ChurnOutreach* (cron dias úteis 10h-17h BRT).

## Trabalho pré-existente incluído
- Captain Executive Reports (ceo_digest, mattermost_delivery).
- get_reserva_preco_tool, Lifecycle ajustes, Reservations UI polimentos.

## Outros
- .gitignore: patterns pra credenciais.
- Migrations de scenarios idempotentes.
- i18n completa pt_BR+en pra roleta/funnel.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 15:36:25 -03:00
Rodribm10
7b009cf47f feat(lifecycle): inject concierge context into Captain orchestrator prompt
Adds concierge.* and reservation.* Liquid variables to agent_instructions
so Sofia's orchestrator_prompt receives unit persona/knowledge/variables
and reservation data resolved from conversation.custom_attributes.current_unit_id.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 09:25:16 -03:00
Rodrigo Borba
b546c75f97 fix: Resolve erros de linting e conclui as correções de prompt customizado 2026-02-27 13:02:44 -03:00
Rodrigo Borba
c1b8534ea7 feat: Adiciona prompt orquestrador configurável para assistentes Captain com editor UI. 2026-02-27 11:57:59 -03:00
Rodrigo Borba
039b9e116d fix(captain): add send_suite_images rules to scenario.liquid template
The [Galeria de Fotos] rules previously added to assistant_response_generator
only apply to the legacy V1 chat service. In V2 (captain_integration_v2),
scenario agents use scenario.liquid as their system prompt template, not
assistant_response_generator.

This adds conditional rules to scenario.liquid (matching the existing pattern
for faq_lookup and check_pix_payment) that activate for any scenario that
has the send_suite_images tool:
- Infer suite_category vs suite_number from context, no confirmation needed
- Never announce photo sending before the tool confirms images were found

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-27 10:14:12 -03:00
Rodrigo Borba
d13656e499 fix: bloqueio de vazamento de system prompt nas conversas publicas
- Adiciona SYSTEM_PROMPT_LEAK_PATTERNS no ResponseBuilderJob para detectar quando o LLM retornou o system prompt em vez de uma resposta ao cliente
- Filtra mensagens contaminadas do historico de conversas antes de enviar ao LLM (evita contaminacao em espiral)
- Adiciona guardrail no validate_message_content! que redireciona para handoff humano em caso de vazamento detectado
- Cria Captain::Errors::SystemPromptLeakError para tipagem do erro
- Atualiza assistant.liquid com tags INSTRUCOES_INTERNAS e REGRA CRITICA para instruir o LLM a nao reproduzir o system prompt como resposta
2026-02-27 09:50:02 -03:00
Rodrigo Borba
8c456e7e98 fix(ai): add current date/time context and enforce strict suite photo filtering 2026-02-26 19:12:25 -03:00
Rodrigo Borba
f12e1d6545 fix(captain): integracao do delay do inbox com resposta humanizada e remocao de race conditions 2026-02-26 12:47:41 -03:00
Rodrigo Borba
0e7dc282c4 chore(style): fix rubocop offenses and update typing indicators 2026-02-25 15:06:58 -03:00
Shivam Mishra
2c2f0547f7
fix: Captain not responding to campaign conversations (#13489)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-02-12 10:07:56 +05:30
Aakash Bakhle
81307d5aea
feat: search documentation tool for reply suggestions (#13340)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-01-30 16:18:33 +05:30
Shivam Mishra
6a482926b4
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>
2026-01-21 13:39:07 +05:30
Aakash Bakhle
3fce56c98f
fix: captain template message conflict (#13048)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2025-12-15 15:47:26 +05:30
Aakash Bakhle
1de8d3e56d
feat: legacy features to ruby llm (#12994) 2025-12-11 14:17:28 +05:30
Shivam Mishra
0d8e249fe4
feat: include chatwoot metadata with each tool call (#12907) 2025-12-10 15:25:18 +05:30
Aakash Bakhle
3ded13c8d5
chore(revert): switch label suggestions back gpt 4 mini (#12959)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-11-27 10:27:11 +05:30
Aakash Bakhle
fa07b9158a
fix: switch label suggestions to gpt-5-nano (#12945) 2025-11-25 19:36:47 +05:30
Tanmay Deep Sharma
c07d03e4e5
fix: hide pdf citations in captain faq responses (#12839) 2025-11-11 21:21:24 +05:30
Shivam Mishra
3a71829b46
feat: Improve captain conversation handling (#12599)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-10-06 10:51:58 -07:00
Shivam Mishra
8bbb8ba5a4
feat(ee): Captain custom http tools (#12584)
To test this out, use the following PR:
https://github.com/chatwoot/chatwoot/pull/12585

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-10-06 07:53:15 -07:00
Akshay Borade
f590539b9b
fix: Search rake task causing Rails boot error (#12416)
## Description

This PR sets up an `Enterprise::Railtie` to correctly register rake
tasks in the `enterprise` namespace.
Previously, rake tasks under `enterprise/lib/tasks` were being eagerly
loaded at Rails boot, causing `undefined method 'namespace'` errors.

With this change, rake tasks are now registered only in the rake
context, avoiding boot-time issues and ensuring they are discoverable
with `bin/rake -T`.

**Tasks added:**

* `search:all` → Reindex messages for all accounts
* `search:account[ID]` → Reindex messages for a specific account

Fixes: #12414


Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-09-15 22:21:59 +05:30
Pranav
0c2ab7f5e7
feat(ee): Setup advanced, performant message search (#12193)
We now support searching within the actual message content, email
subject lines, and audio transcriptions. This enables a faster, more
accurate search experience going forward. Unlike the standard message
search, which is limited to the last 3 months, this search has no time
restrictions.

The search engine also accounts for small variations in queries. Minor
spelling mistakes, such as searching for slck instead of Slack, will
still return the correct results. It also ignores differences in accents
and diacritics, so searching for Deja vu will match content containing
Déjà vu.


We can also refine searches in the future by criteria such as:
- Searching within a specific inbox
- Filtering by sender or recipient
- Limiting to messages sent by an agent


Fixes https://github.com/chatwoot/chatwoot/issues/11656
Fixes https://github.com/chatwoot/chatwoot/issues/10669
Fixes https://github.com/chatwoot/chatwoot/issues/5910



---

Rake tasks to reindex all the messages. 

```sh
bundle exec rake search:all
```

Rake task to reindex messages from one account only
```sh
bundle exec rake search:account ACCOUNT_ID=1
```
2025-08-28 10:10:28 +05:30
Shivam Mishra
c6be04cdc1
feat: scenario agents & runner (#11944)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-14 12:39:21 +05:30
Shivam Mishra
b5f5c5c1bc
feat: add more tools (#12116)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-08 17:57:30 +05:30
Shivam Mishra
75c57ad039
feat: use captain endpoint config in legacy OpenAI base service (#12060)
This PR migrates the legacy OpenAI integration (where users provide
their own API keys) from using hardcoded `https://api.openai.com`
endpoints to use the configurable `CAPTAIN_OPEN_AI_ENDPOINT` from the
captain configuration. This ensures consistency across all OpenAI
integrations in the platform.

## Changes

- Updated `lib/integrations/openai_base_service.rb` to use captain
endpoint config
- Updated `enterprise/app/models/enterprise/concerns/article.rb` to use
captain endpoint config
- Removed unused `enterprise/lib/chat_gpt.rb` class
- Added tests for endpoint configuration behavior
2025-07-30 08:58:27 +04:00
Shivam Mishra
b71a0da10d
feat: scenario tools [CW-4597] (#11908)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-21 16:42:12 +05:30
Shivam Mishra
451c28a7a1
feat: add prompt suggestions and June events (#10726)
This PR adds the following two features

1. Prompt suggestions to get started with Copilot Chat
2. June events for each action

![CleanShot 2025-01-20 at 21 00
52@2x](https://github.com/user-attachments/assets/d73e7982-0f78-4d85-873e-da2c16762688)

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-01-21 22:52:42 +05:30
Pranav
d070743383
feat(ee): Add Captain features (#10665)
Migration Guide: https://chwt.app/v4/migration

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

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

---------

Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-14 16:15:47 -08:00
Muhsin Keloth
eb6de74269
fix: OpenAPI label suggestion response payload (#10008) 2024-08-22 15:32:33 +05:30
Muhsin Keloth
429d281501
fix: Handle OpenAI API errors (#9560) 2024-08-22 10:24:13 +05:30
Sojan Jose
07e33fd98a
chore: Switch models to gpt-4o (#9458)
- Switch model to gpt-4o from gpt-4-turbo
2024-05-13 13:32:11 -07:00
Sojan Jose
81060a72a4
feat: Improve reply suggestions using help center articles (#9026) 2024-03-03 20:25:19 -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
Sojan Jose
046ce68a45
chore: Improve Openai json rendering (#8666)
We have been observing JSON parsing errors for responses from GPT. Switching to the gpt-4-1106-preview model along with using response_format has significantly improved the responses from OpenAI, hence making the switch in code.

ref: https://openai.com/blog/new-models-and-developer-products-announced-at-devday
fixes: #CW-2931
2024-01-08 17:02:25 -08:00
Sojan Jose
7380f0e7ce
chore: Making OpenAI label suggestions optional (#8374)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2023-11-17 19:54:15 -08:00
Sojan Jose
e54c8a857d
chore: Debug ChatGpt response (#8316)
- Add loggers to debug ChatGPT requests and responses
2023-11-07 20:07:29 -08:00
Sojan Jose
6e13d22ff7
chore: Updated prompt for Article Bot (#7872) 2023-09-08 11:11:07 +05:30
Muhsin Keloth
c1c3a62412
fix: Improve reply prompt (#7588)
Co-authored-by: Sojan Jose <sojan@chatwoot.com>
2023-08-09 10:25:37 +05:30
Sojan Jose
4c75bb68f4
chore: Fix OpenAI sentry errors (#7687)
- add check for nil condition
- add logs for openAI
2023-08-07 14:08:26 -07:00
Shivam Mishra
f8ae6cd95c
fix: no method error when conversation is nil (#7566) 2023-07-26 17:40:41 +05:30
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
a3d21024a6
feat: add message condition (#7495) 2023-07-21 10:20:53 +05:30
Muhsin Keloth
19ff738211
feat: Add more options for AI reply suggestions (#7493) 2023-07-13 10:26:25 +05:30
Shivam Mishra
918e1f25c2
feat: Improve summary prompt (#7510)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2023-07-12 13:09:19 -07:00
Shivam Mishra
a940f4c1d2
feat: Allow label suggestions with OpenAI APIs (#7428) 2023-07-10 14:40:54 +05:30
Sojan Jose
b1eea7f7d1
chore: Introduce enterprise edition license (#3209)
- Initialize an "enterprise" folder that is copyrighted.
- You can remove this folder and the system will continue functioning normally, in case you want a purely MIT licensed product.
- Enable limit on the number of user accounts in enterprise code.
- Use enterprise edition injector methods (inspired from Gitlab).
- SaaS software would run enterprise edition software always.

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-12-09 12:07:48 +05:30