Commit Graph

43 Commits

Author SHA1 Message Date
Pranav
7f56cd92f8
chore: Update the prompts to include language of the account for FAQs (#12280)
There were customer reported issues with FAQs which were generated in a
different langauge than what they were expecting. The reason behind this
was that the language of the account was not considered in the prompt
provided. If the language of the content was say Spanish, and the
account locale was english. The output was not predicable. The output
depends on the model and the execution time.

This PR would update the prompt to behave consistently with the account
locale. Even though the content provided is in a different language, it
would generate FAQs in the account locale.

Changes:
- Updated the prompt to include a detailed expectation of the FAQs
quality along with the language
- Added specs for the services where the prompt generator is called.

Tested the prompt using Phoenix playground across GPT 5, GPT 4.1, GPT
4.0. The reasoning setting for GPT 5 needs to be low so that it doesn't
generate random questions like "What was this updated?"
2025-08-22 10:03:52 -07:00
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
Pranav
420be64c45
chore: Automate SSL with Cloudflare (#12021)
This PR adds support for automatic SSL issuance using Cloudflare when a
custom domain is updated.

- Introduced a cloudflare configuration. If present, the system will
attempt to issue an SSL certificate via Cloudflare whenever a custom
domain is added or changed.
- SSL verification is handled using an HTTP challenge.
- The job will store the HTTP challenge response provided by Cloudflare
and serve it under the /.well-known/cf path automatically.

How to test:

- Create a Cloudflare zone for your domain and copy the Zone ID.
- Generate a Cloudflare API token with the required SSL certificate
permissions.
- Set the Fallback Origin under SSL -> Custom HostName to the Chatwoot
installation.
- Add or update a custom domain and verify that the SSL certificate is
automatically issued.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-24 13:09:06 +04:00
Tanmay Deep Sharma
5b9f997fa0
feat: Add the support for images in Captain (#11850) 2025-07-11 23:28:46 +07:00
Muhsin Keloth
a657b45bd1
feat(revert): "feat: captain image support" (#11841)
Reverts chatwoot/chatwoot#11730
2025-07-01 00:12:07 +05:30
Tanmay Deep Sharma
811eb66615
feat: Add support for image files in Captain (#11730)
# Pull Request Template

## Linear links:
-
https://linear.app/chatwoot/issue/CW-4479/if-image-is-sent-by-the-customer-send-it-to-openai

## Description

This pull request adds “Captain image support” to Chatwoot. It
introduces multimodal message handling so that when a customer sends an
image, Captain can forward the file to OpenAI’s vision endpoint,
generate a caption/analysis
## Type of change

Please delete options that are not relevant.

- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

<img width="891" alt="image"
src="https://github.com/user-attachments/assets/c7cc98ed-cc44-4865-a53a-83d129e2fe2c"
/>



## 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 <pranav@chatwoot.com>
2025-06-25 19:16:09 -07:00
Pranav
ea4477ccde
fix: Update ActiveStorage::FileNotFoundError error and fix the captain condition in audio transcription (#11779)
Update the error to `ActiveStorage::FileNotFoundError`. Fix the
condition to enable audio transcription and added a spec for it.
2025-06-20 13:20:55 -07:00
Pranav
9b43a0f72b
fix: Retry job if file not found (#11683)
Removed StandardError rescue blocks and added retry_on for
ResponseBuilderJob and AudioTranscriptionJob
2025-06-05 22:53:11 -05:00
Pranav
8bc00f707b
feat(ee): Add transcription support for audio messages (#11670)
<img width="419" alt="Screenshot 2025-06-03 at 4 25 37 PM"
src="https://github.com/user-attachments/assets/4b6ddd11-9b91-4981-a571-83746cc4d40b"
/>


Fixes https://github.com/chatwoot/chatwoot/issues/10182

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-06-05 18:29:37 -05:00
Sojan Jose
273c277d47
feat: Add conversation delete feature (#11677)
<img width="1240" alt="Screenshot 2025-06-05 at 12 39 04 AM"
src="https://github.com/user-attachments/assets/0071cd23-38c3-4638-946e-f1fbd11ec845"
/>


## Changes

Give the admins an option to delete conversation via the context menu

- enable conversation deletion in routes and controller
- expose delete API on conversations
- add delete option in conversation context menu and integrate with card
and list
- implement store action and mutation for delete
- update i18n with new strings

fixes: https://github.com/chatwoot/chatwoot/issues/947

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-05 15:53:17 -05:00
Pranav
3a0b5f387d
fix: Update specs, add background response job implementation for copilot threads (#11600)
- Enable jobs by default when a copilot thread or a message is created.
- Rename thread_id to copilot_thread_id to keep it consistent with the
model name
- Add a spec for search_linear_issues service
2025-05-27 14:10:27 -06:00
Sojan Jose
bc42aec68e
chore: upgrade ruby version to 3.4.4 (#11524)
- Chore upgrade ruby version to 3.4.4 before we migrate to rails 7.2
over #11037
2025-05-21 19:40:07 +05:30
Pranav
cbdac45824
feat: Improve Captain interactions, activity messages (#11493)
Show captain messages under the name of the assistant which generated
the message.

- Add support for `Captain::Assistant` sender type
- Add push_event_data for captain_assistants
- Add activity message handler for captain_assistants
- Update UI to show captain messages under the name of the assistant
- Fix the issue where openAI errors when image is sent
- Add support for custom name of the assistant

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-16 19:27:57 -07:00
Sojan Jose
eba24ce275
chore: Add activity message for conversation resolutions by Captain (#11492)
Currently, when Captain resolves a conversation, the same activity
message used for auto-resolution is shown. This has caused confusion for
users.
With this change, a distinct activity message will be displayed
specifically for resolutions performed by Captain, improving clarity.


Fixes
https://linear.app/chatwoot/issue/CW-4289/incorrect-activity-message-for-conversations-resolved-by-captain-auto#comment-d2991763

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-16 11:57:07 -07:00
Pranav
fb6409508b
feat: Allow customizing the responses, flows in Captain (#11385)
- Ability to provide custom instructions to captain

<img width="1107" alt="Screenshot 2025-04-28 at 6 11 43 PM"
src="https://github.com/user-attachments/assets/f94cbccc-b4d8-48fd-b6b9-55524129bc50"
/>
2025-04-29 15:42:15 -07:00
Sojan Jose
c63b583f90
chore: improve plan-based feature handling with plan hierarchy (#11335)
- 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>
2025-04-28 14:13:56 -07:00
Pranav
ecfa6bf6a2
feat: Add support for account abuse detection (#11001)
This PR adds service to automate account abuse detection. Currently
based on the signup name and URL, could potentially add more context
such as usage analysis, message metadata etc.
2025-02-28 15:28:19 -08:00
Vishnu Narayanan
990d045cb3
fix: handle empty FIRECRAWL_KEY in captain crawl job (#10936)
- handle empty FIRECRAWL_KEY in captain crawl job
2025-02-20 12:27:37 -08:00
Pranav
3af7c3b2e7
fix: Move auto resolution message text content to i18n file (#10881)
Move the text content to i18n file.
2025-02-12 16:51:35 -08:00
Pranav
c7d259d5fd
chore: Update the behavior of Captain resolutions (#10794)
This PR ensures that only conversations from quick conversation channels
are resolved, avoiding resolutions on the email channel (we still need
to improve the UX here). It also updates the FAQ generation logic,
limiting it to conversations that had at least one human interaction.
2025-02-03 16:25:08 +05:30
Pranav
cf0975ad94
fix: Use current_available instead available to compute the document limit (#10776)
The available limit for documents is now stored in
captain.documents.current_available. This PR fixes the limit sent on
crawler job.
2025-01-28 10:55:46 +05:30
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
Shivam Mishra
3b366f43e6
feat: setup captain limits (#10713)
This pull request introduces several changes to implement and manage
usage limits for the Captain AI service. The key changes include adding
configuration for plan limits, updating error messages, modifying
controllers and models to handle usage limits, and updating tests to
ensure the new functionality works correctly.

## Implementation Checklist

- [x] Ability to configure captain limits per check
- [x] Update response for `usage_limits` to include captain limits
- [x] Methods to increment or reset captain responses limits in the
`limits` column for the `Account` model
- [x] Check documents limit using a count query
- [x] Ensure Captain hand-off if a limit is reached
- [x] Ensure limits are enforced for Copilot Chat
- [x] Ensure limits are reset when stripe webhook comes in 
- [x] Increment usage for FAQ generation and Contact notes
- [x] Ensure documents limit is enforced

These changes ensure that the Captain AI service operates within the defined usage limits for different subscription plans, providing appropriate error messages and handling when limits are exceeded.
2025-01-23 01:23:18 +05:30
Pranav
0b4028b95d
feat: Add support for the references in FAQs (#10699)
Currently, it’s unclear whether an FAQ item is generated from a
document, derived from a conversation, or added manually.

This PR resolves the issue by providing visibility into the source of
each FAQ. Users can now see whether an FAQ was generated or manually
added and, if applicable, by whom.

- Move the document_id to a polymorphic relation (documentable).
- Updated the APIs to accommodate the change.
- Update the service to add corresponding references. 
- Updated the specs.

<img width="1007" alt="Screenshot 2025-01-15 at 11 27 56 PM"
src="https://github.com/user-attachments/assets/7d58f798-19c0-4407-b3e2-748a919d14af"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-16 15:27:30 +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
Sojan Jose
cb4ad28a13
chore: Auto resolution job for captain (#9898)
- Add a conversation auto-resolution job for the captain integration
2024-08-06 16:15:11 -07:00
Pranav
ffd47081bd
chore(cleanup): Delete sentiment feature (#9304)
- The feature is unused, removing it for now, will bring it back with better models later.
2024-04-25 22:49:10 -07:00
Sojan Jose
d12c38c344
chore: Move embedding generation to sidekiq (#9238)
chore: Move embedding generation to a job
2024-04-16 09:43:16 -07:00
Vishnu Narayanan
6956436a76
feat: refactor SLA evaluation logic (#9133)
* feat: update SLA evaluation logic

* chore: handle nrt

* chore: handle applied_sla status

* chore: refactor spec to bring down expecations in a single block

* chore: fix process_account_applied_sla spec

* chore: add spec to test multiple nrt misses

* feat: persist sla notifications

* feat: revert persist sla notifications

* chore: refactor sla_status to include active_with_misses

* chore: refactor spec

* Update evaluate_applied_sla_service.rb

* minor refactors

* clean up

* move notification related spec

* chore: refactor notifications spec to sla_event model

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-03-29 02:01:43 +11:00
Sojan Jose
41e269e873
feat(ee): Add reporting events for bots (#9027)
Added a new event conversation_bot_resolved and added a job to auto resolve the bot conversations if there was no activity for the last 1 hour.
2024-02-27 14:53:28 -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
Vishnu Narayanan
f92cea144c
feat(perf): sla-9 improve perf of TriggerSlasForAccountsJob (#8953)
* feat: improve perf of TriggerSlasForAccountsJob
2024-02-20 21:54:37 +05:30
Vishnu Narayanan
c1d07a5471
feat: Add sidekiq jobs to monitor applied SLAs (#8828)
Fixes: https://linear.app/chatwoot/issue/CW-2983/sidekiq-jobservice-to-monitor-sla-breach

Co-authored-by: Sojan <sojan@pepalo.com>
2024-02-07 21:44:56 +04:00
Sojan Jose
390cd756e8
chore: Reorganize the installation config settings (#8794)
- Reorganizing installation config settings to move more configurations into UI from environment variables
- Changes to installation config to support premium plans in the enterprise edition
- Fixes the broken premium indicator in account/show and accounts/edit page
2024-01-31 16:48:42 +04:00
Sojan Jose
826d9ec5a7
chore: Refactor Response Bot Data Schema (#8011)
This PR refactors the schema we introduced in #7518 based on the feedback from production tests. Here is the change log

- Decouple Inbox association to a new table inbox_response_sources -> this lets us share the same response source between multiple inboxes
- Add a status field to responses. This ensures that, by default, responses are created in pending status. You can do quality assurance before making them active. In future, this status can be leveraged by the bot to auto-generate response questions from conversations which require a handoff
- Add response_source association to responses and remove hard dependency from response_documents. This lets users write free-form question answers based on conversations, which doesn't necessarily need a response source.
2023-10-01 19:31:38 -07:00
Tejaswini Chile
c00855fce4
fix: Skip sentiment analysis for blank text (#7580)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2023-07-27 12:11:48 +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
Tejaswini Chile
f3f665cabb
fix: Sentiment analysis queue update (#7552) 2023-07-19 20:27:20 +05:30
Tejaswini Chile
5b480f563d
feat: Sentiment model download and upload to vendor (#7526) 2023-07-18 12:17:50 +05:30
Pranav Raj S
7e415fbee3
fix: Disable predictions if model is absent (#7520) 2023-07-13 14:40:16 -07:00
Tejaswini Chile
10dd0ba647
feat: Sentiment Analysis (#7475) 2023-07-12 15:03:31 +05:30
Vishnu Narayanan
f963e00731
fix: capture user and ip details on Inbox delete (#7395)
Fixes: https://linear.app/chatwoot/issue/CW-1772/ip-address-and-user-details-are-missing-in-some-of-the-logs

Co-authored-by: Sojan <sojan@pepalo.com>
2023-06-27 19:49:24 +05:30
Pranav Raj S
7fc0d166e8
feat: Allow SaaS users to manage subscription within the dashboard (#5059) 2022-07-19 19:04:17 +05:30