11 Commits

Author	SHA1	Message	Date
Muhsin Keloth	6be95e79f8	feat(csat): Add WhatsApp utility template analyzer with rewrite guidance (#13575) ... CSAT templates for WhatsApp are submitted as Utility, but Meta may reclassify them as Marketing based on content, which can significantly increase messaging costs. This PR introduces a Captain-powered CSAT template analyzer for WhatsApp/Twilio WhatsApp that predicts utility fit, explains likely risks, and suggests safer rewrites before submission. The flow is manual (button-triggered), Captain-gated, and applies rewrites only on explicit user action. It also updates UX copy to clearly set expectations: the system submits as Utility, Meta makes the final categorization decision. Fixes https://linear.app/chatwoot/issue/CW-6424/ai-powered-whatsapp-template-classifier-for-csat-submissions https://github.com/user-attachments/assets/8fd1d6db-2f91-447c-9771-3de271b16fd9	2026-02-24 15:11:04 +04:00
Muhsin Keloth	3e5b2979eb	feat: Add support for sending CSAT surveys via templates (Whatsapp Cloud) (#12787) ... This PR enables sending CSAT surveys on WhatsApp using approved WhatsApp message templates, ensuring survey delivery even after the 24-hour session window. The system now automatically creates, updates, and monitors WhatsApp CSAT templates without manual intervention. <img width="1664" height="1792" alt="approved" src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975" /> #### Why this change Previously, WhatsApp CSAT messages failed outside the 24-hour customer window. With this update: - CSAT surveys are delivered reliably using WhatsApp templates - Template creation happens automatically in the background - Users can modify survey content and recreate templates easily - Clear UI states show template approval status #### Screens & States <details> <summary>Default — No template configured yet</summary> <img width="1662" height="1788" alt="default" src="https://github.com/user-attachments/assets/ed26d71b-cf7c-4a26-a2af-da88772c847c" /> </details> <details> <summary>Pending — Template submitted, awaiting Meta approval</summary> <img width="1658" height="1816" alt="pending" src="https://github.com/user-attachments/assets/923b789b-d91b-4364-905d-e56a2b65331a" /> </details> <details> <summary>Approved — Survey will be sent when conversation resolves</summary> <img width="1664" height="1792" alt="approved" src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975" /> </details> <details> <summary>Rejected — Template rejected by Meta</summary> <img width="1672" height="1776" alt="rejected" src="https://github.com/user-attachments/assets/f69a9b0e-be27-4e67-a993-7b8149502c4f" /> </details> <details> <summary>Not Found — Template missing in Meta Platform</summary> <img width="1660" height="1784" alt="not-exist" src="https://github.com/user-attachments/assets/a2a4b4f7-b01a-4424-8fcb-3ed84256e057" /> </details> <details> <summary>Edit Template — Delete & recreate template on change</summary> <img width="2342" height="1778" alt="edit-survey" src="https://github.com/user-attachments/assets/0f999285-0341-4226-84e9-31f0c6446924" /> </details> #### Test Cases **1. First-time CSAT setup on WhatsApp inbox** - Enable CSAT - Enter message + button text - Save - Expected: Template created automatically, UI shows pending state **2. CSAT toggle without changing text** - Existing approved template - Toggle CSAT OFF → ON (no text change) - Expected: No confirmation alert, no template recreation **3. Editing only survey rules** - Modify labels or rule conditions only - Expected: No confirmation alert, template remains unchanged **4. Template text change** - Change survey message or button text - Save - Expected: - Confirmation dialog shown - On confirm → previous template deleted, new one created - On cancel → revert to previous values **5. Language change** - Change template language (e.g., en → es) - Expected: Confirmation dialog + new template on confirm **6. Sending survey** - Template approved → always send template - Template pending → send free-form within 24 hours only - Template rejected/missing → fallback to free-form (if within window) - Outside 24 hours & no approved template → activity log only **7. Non-WhatsApp inbox** - Enable CSAT for email/web inbox - Expected: No template logic triggered Fixes https://linear.app/chatwoot/issue/CW-6188/support-for-sending-csat-surveys-via-approved-whatsapp --------- Co-authored-by: Sivin Varghese <[email protected]> Co-authored-by: Vinay Keerthi <[email protected]> Co-authored-by: iamsivin <[email protected]>	2026-01-06 11:46:00 +04:00
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 <[email protected]>	2025-07-23 12:22:51 +04:00
Shivam Mishra	00ee0478eb	feat: IndexedDB based caching for labels, inboxes and teams [CW-50] (#6710) ... * feat: allow caching of labels in the account scope * feat: send cache keys in account json response * feat: kickstart web worker * feat: setup basic architecture for workers * feat: install idb * feat: add datamanger * fix: typos * refactor: rename method * feat: make init db a manual step * refactor: separate accountIdFromRoute * feat: cache enabled API client * feat: enable caching for inboxes and labels * feat: enable cache for team * feat: manage exceptions for team * feat: add team to data manager * feat: add a generic listener * refactor: send only cache keys * refactor: separate validate method * feat: add listeners * feat: add event for revalidate * feat: add cache keys endpoint * refactor: fetch cache keys instead of full account data * fix: key pattern * feat: don't fetch account for cache_keys * fix: cache key base class * refactor: cache keys helper * feat: add helper * fix: cache-key update logic * feat: delete indexeddb on logout * feat: remove worker.js * refactor: move data-manager * refactor: name of file * feat: add test for DataManager * refactor: add fake idb to jest setup * test: cache keys helper * test: cache keys helper * test: cache_keys in accounts controller * refactor: remove cache_keys context * feat: add policy for cache-keys	2023-03-27 12:16:25 +05:30
Pranav Raj S	16bfd68d95	chore: Allow admins to choose the agent bot from the UI (#5895)	2022-11-18 08:54:32 -08:00
Pranav Raj S	56cd9bc0b8	chore: Add Assignable Agents API (#4722)	2022-05-23 19:24:07 +05:30
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 <[email protected]> Co-authored-by: Muhsin Keloth <[email protected]>	2021-08-31 15:12:05 +05:30
Muhsin Keloth	18cea3b0ac	chore: Add inbox id in get campaigns API (#2278)	2021-05-17 21:38:12 +05:30
Sivin Varghese	285f7bbeb5	Enhancement: Ability to assign administrators as conversation assignees (#2142) ... * Enhancement: Ability to assign administrators as conversation assignee Co-authored-by: Nithin David Thomas <[email protected]> Co-authored-by: Muhsin Keloth <[email protected]>	2021-04-22 23:17:29 +05:30
Sojan Jose	19ab0fe108	Chore: Scope URLs with account_id (#601) ... * Chore: Enable Users to create multiple accounts Addresses: #402 - migrations to split roles and other attributes from users table - make changes in code to accommodate this change Co-authored-by: Pranav Raj Sreepuram <[email protected]>	2020-03-09 23:27:10 +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