## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments
## Description
This PR introduces the foundation for Assignment V2 system by
implementing assignment policies and their association with inboxes.
Assignment policies allow configuring how conversations are distributed
among agents, with support for different assignment orders (round_robin
in community, balanced in enterprise) and conversation prioritization
strategies
Fixes # (issue)
## Type of change
Please delete options that are not relevant.
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update
## How Has This Been Tested?
Test Coverage:
- Controller specs for assignment policies CRUD operations
- Enterprise-specific specs for balanced assignment order
- Model specs for community/enterprise separation
Manual Testing:
1. Create assignment policy: POST
/api/v1/accounts/{id}/assignment_policies
2. List policies: GET /api/v1/accounts/{id}/assignment_policies
3. Assign policy to inbox: POST
/api/v1/accounts/{id}/assignment_policies/{id}/inboxes
4. View inbox policy: GET
/api/v1/accounts/{id}/inboxes/{id}/assignment_policy
5. Verify community edition ignores "balanced" assignment order
6. Verify enterprise edition supports both "round_robin" and "balanced"
- testing the flows after enterprise folder deletion
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
* feat: add customizable signature position and separator options
* fix: correct default value note for signatureSeparator and ensure reactivity
* fix: correct watcher boolean conversion and add immediate ui_settings updates
- Fix watchers to convert string props to boolean values for reactive refs
- Add immediate event handlers for switch changes to update ui_settings in real-time
- Ensure proper synchronization between switch states and user.ui_settings
Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>
* fix: split signature content and ui_settings updates to resolve persistence bug
- Use updateUISettings store action for signature_position and signature_separator
- Keep updateProfile for message_signature content only
- Fixes FormData serialization issue that corrupted nested ui_settings object
- Add diagnostic logging to verify data flow
Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>
* clean: remove diagnostic console logging from updateSignature method
- Remove temporary console.log statements added for verification
- Keep core implementation that splits signature content and ui_settings updates
- Keep console.error for proper error handling with eslint-disable comment
- Implementation now ready for production use
Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>
* fix: updateUISettings call in updateSignature method
* chore: move signature application to send-time and add button highlighting (#79)
* fix: move signature application from editor manipulation to send-time
- Remove addSignature/removeSignature/toggleSignatureInEditor from WootWriter
- Remove signature logic from draft handling and canned response insertion
- Apply signatures only in getMessagePayload during message sending
- Add button highlighting for signature toggle when activated
- Prevents signature duplication and persistence in editor content
- Fixes signature position toggle bug
Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>
* fix: escape signature separator to prevent markdown setext heading interpretation
- Escape '--' separator as '\--' in appendSignature to prevent H2 heading creation
- Update removeSignature to handle escaped separators correctly
- Fixes signature separator being rendered as markdown instead of plain text
- Refactor nested ternary to fix ESLint error
Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>
* fix: prevent signature separator markdown interpretation in message processing
- Add fix_signature_separator_markdown method to escape '--' separators
- Update ensure_processed_message_content to fix separators before saving
- Prevents signature separators from being interpreted as setext headings
- Ensures correct message display in channels and email notifications
Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>
* fix: update separator format to use \n--\n instead of escaping
- Change separator delimiter from '\--' to '\n--\n' format
- Update removeSignature function to handle new separator format correctly
- Simplify message processing since separators are already properly formatted
- Ensures consistent separator handling across frontend and backend
Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>
* fix: update signature delimiter format to include extra new lines
* chore: remove comment about signature application logic
* refactor: remove unused method and comments related to signature separator markdown processing
* chore: simplify slash command detection by using updatedMessage directly
* refactor: remove signature logic from draft message handling
* refactor: simplify body empty check by removing signature manipulation logic
---------
Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: cayo@fazer.ai <cayoproliveira@gmail.com>
* refactor: extract signature settings logic into a separate method
* fix: handle nil ui_settings in signature position and separator methods
* fix: update return value of findSignatureInBody to include position information
* fix: update signature handling in findSignatureInBody and related methods
* fix: adjust delimiter length handling in removeSignature function
* test: add cases for appending, removing, and replacing signatures with various separators
* test: add cases for signature position and separator handling
* test: add cases for updating signature position and separator in ui_settings
* fix: correct typo in comment for findSignatureInBody function
* refactor: simplify translation function calls in MessageSignature component
* chore: refactoring
* chore: refactor
* feat: switch -> select
* chore: refactor and undo changes
* chore: refactor and undo changes
* chore: refactor
* fix: remove old select component usage
* chore: remove useless style
---------
Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
This update adds support to the coexistence method to Embedded Whatsapp,
allowing users to add their existing whatsapp business number in order
to use it in both places(chatwoot and whatsapp business) at the same
time.
This update require some changes in the permissions for the Meta App, as
described in the Meta Oficial Docs, I'll leave this listed below:
- **history** — describes past messages the business customer has
sent/received
- **smb_app_state_sync** — describes the business customer's current and
new contacts
- **smb_message_echoes** — describes any new messages the business
customer sends with the WhatsApp Business app after having been
onboarded
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
# Pull Request Template
## Description
Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)
## Type of change
Please delete options that are not relevant.
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update
## How Has This Been Tested?
Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
Fixes
[CW-4620](https://linear.app/chatwoot/issue/CW-4620/rethinking-custom-domains-in-chatwoot)
<img width="642" height="187" alt="Screenshot 2025-07-29 at 8 17 44 PM"
src="https://github.com/user-attachments/assets/ad2f5dac-4b27-4dce-93ca-6cbba74443fb"
/>
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
# Pull Request Template
## Description
This PR adds support for WhatsApp campaigns to Chatwoot, allowing
businesses to reach their customers through WhatsApp. The implementation
includes backend support for WhatsApp template messages, frontend UI
components, and integration with the existing campaign system.
Fixes#8465
Fixes https://linear.app/chatwoot/issue/CW-3390/whatsapp-campaigns
## Type of change
- [x] New feature (non-breaking change which adds functionality)
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update
## How Has This Been Tested?
- Tested WhatsApp campaign creation UI flow
- Verified backend API endpoints for campaign creation
- Tested campaign service integration with WhatsApp templates
- Validated proper filtering of WhatsApp campaigns in the store
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## What we have changed:
We have added support for WhatsApp campaigns as requested in the
discussion.
Ref: https://github.com/orgs/chatwoot/discussions/8465
**Note:** This implementation doesn't exactly match the maintainer's
specification and variable support is missing. This is an initial
implementation that provides the core WhatsApp campaign functionality.
### Changes included:
**Backend:**
- Added `template_params` column to campaigns table (migration + schema)
- Created `Whatsapp::OneoffCampaignService` for WhatsApp campaign
execution
- Updated campaign model to support WhatsApp inbox types
- Added template_params support to campaign controller and API
**Frontend:**
- Added WhatsApp campaign page, dialog, and form components
- Updated campaign store to filter WhatsApp campaigns separately
- Added WhatsApp-specific routes and empty state
- Updated i18n translations for WhatsApp campaigns
- Modified sidebar to include WhatsApp campaigns navigation
This provides a foundation for WhatsApp campaigns that can be extended
with variable support and other enhancements in future iterations.
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
## Description
This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.
**Key Features:**
- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback
## Required Configuration
The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)
- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
## How Has This Been Tested?
#### Backend Tests (RSpec):
- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention
#### Manual Test Cases:
- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior
## Related Screenshots:
Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
As part of PR [#11622](https://github.com/chatwoot/chatwoot/pull/11622),
we intentionally hide CSAT survey URLs from agents in the dashboard to
avoid exposing those links internally. However, email replies being
external communications to contacts should still include the survey
URLs.
We missed handling that specific case for email channels. All other
external channels like WhatsApp, Instagram, Telegram, etc., were already
working correctly and continue to include the survey URLs as intended.
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
# Pull Request Template
## Description
This PR adds RTL support in public help center.
Fixes
https://linear.app/chatwoot/issue/CW-4459/support-for-rtl-in-public-help-center
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/d48a26ec80e04545addca825882b4d79?sid=aa7a6b37-33bc-4f63-b1cc-54b27a7733cf
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
# Pull Request Template
## Description
This PR adds rich text support for the widget welcome tagline, enabling
users to format the message using basic text styling (bold, italics,
links, etc.)
https://github.com/chatwoot/chatwoot/pull/11629#issuecomment-2932448975
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Screenshots
<img width="1100" alt="image"
src="https://github.com/user-attachments/assets/eef2bfd3-7bc9-4aea-b21d-078f6b29f334"
/>
<img width="448" alt="image"
src="https://github.com/user-attachments/assets/713c6b07-d0dc-4c8f-bfba-cd119a858375"
/>
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
- Add a dummy link for account users page that redirect back to user
page
- move common account user form in user and account super admin pages to
a partial
fixes: #10757
- Automate the deletion of accounts that have requested deletion via
account settings.
- Add a Sidekiq job that runs daily to find accounts that have requested
deletion and have passed the 7-day window.
- This job deletes the account and then soft-deletes users if they do
not belong to any other account.
- This job also sends an email to the Chatwoot instance admin for
compliance purposes.
- The Chatwoot instance admin's email is configurable via the
`CHATWOOT_INSTANCE_ADMIN_EMAIL` global config.
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
This PR will prevent saving user preferences and online status when impersonating. Previously, these settings could be updated during impersonation, causing the user to see a different view or UI settings.
Fixes https://linear.app/chatwoot/issue/CW-4163/impersonation-improvements
# Pull Request Template
## Description
This PR introduces basic customization options for the CSAT survey:
* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.
Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom videos
**Website Channel (Widget)**
https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5
**Email Channel (Survey link)**
https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
- Currently Chatwoot manages Twilio Inbox creation in a separate
controller , We want to move this to inboxes api so that we have a
unified API for inbox related changes
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
### Summary
- Converts conversation auto-resolution duration from days to minutes
for more
granular control
- Updates validation to allow values from 10 minutes (minimum) to 999
days (maximum)
- Implements smart messaging to show appropriate time units in activity
messages
### Changes
- Created migration to convert existing durations from days to minutes
(x1440)
- Updated conversation resolver to use minutes instead of days
- Added dynamic translation key selection based on duration value
- Updated related specs and documentation
- Added support for displaying durations in days, hours, or minutes
based on value
### Test plan
- Verify account validation accepts new minute-based ranges
- Confirm existing account settings are correctly migrated
- Test auto-resolution works properly with minute values
- Ensure proper time unit display in activity messages
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
- Added an api endpoint for update message status ( available only for
api inboxes )
- Moved message status management to a service.
- Handles case where read status arrive before delivered
fixes: #10314 , #9962
- Refactor HandleStripeEventService to better manage features by plan
- Add constants for features available in each plan tier (Startup,
Business, Enterprise)
- Add channel_instagram to Startup plan features
- Improve downgrade handling to properly disable higher-tier features
- Clean up and optimize tests for maintainability
- Add comprehensive test coverage for plan upgrades and downgrades
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
When we send text with attachments on Instagram, Instagram treats text
and attachments as separate messages. However, Chatwoot keeps them as a
single message. Since Instagram sends echo events for each message, this
can create duplicate messages in Chatwoot. To prevent this, we will send
text and attachments as separate messages.
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots
## Video
https://github.com/user-attachments/assets/3f4edbb7-b758-468c-8dd6-a9537b983f7d
---------
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>
Co-authored-by: Pranav <pranav@chatwoot.com>
Add ability to send files as attachments instead of links
Fixes: https://github.com/chatwoot/chatwoot/issues/1074
## Changes
- `emaily_reply` : We will attach the small attachments as attachments
and large ones as links
- `reply_with_summary`, `conversation_transcript`,
`reply_with_out_summary` : We will change the attachment format to the
following instead of the previous `View the attachment here`
```
Attachments:
file_name
file_name2
```
---------
ref: https://github.com/chatwoot/chatwoot/pull/10318/files -> for fixing
: https://github.com/chatwoot/chatwoot/pull/9655#issuecomment-2183962550
---------
Co-authored-by: Marco Marinho <marcomarinho12@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
