Final review pass before taking the AI agent branch live.
Knowledge base:
- Text not wrapped in a block tag was never collected, so prose around a
table or list never reached the index. The assistant answered "no
relevant information" for questions the snippet covered.
- Blocks over the token limit were truncated and the remainder dropped. They
are split into several chunks now.
- Trimming an oversized block ran one rune at a time and re-tokenized the
whole string each step. A large table took minutes. It uses a binary
search now.
- Overlap text was not escaped, so a sentence containing markup swallowed
the rest of the chunk.
- SVG and template text no longer reaches the index.
AI agent:
- Verification codes are capped per address and per conversation. The cap
was per conversation only, so a customer correcting a mistyped email was
told to check an inbox that never got a code.
- Livechat verification sends synchronously. A queued send returned nil even
when SMTP failed, so a failure counted as a sent code.
- Queued jobs drain on shutdown and hand off to a human instead of being
dropped with no reply.
- Deleting an assistant no longer moves resolved and closed conversations
into the fallback team.
- Image decode is capped at 25 MP. The old bound allowed a 400 MB decode per
attachment.
Auth and admin:
- A blank OIDC client secret no longer overwrites the stored one. Blank id
or secret is rejected instead.
- OIDC token exchange uses the SSRF guarded client with a timeout.
- Renaming a tool auth header no longer attaches the secret of whichever row
now sits at that position.
- Clearing embedding dimensions no longer refills 1536 on the next load,
which pushed a wrong value to the provider on the next save.
- Copilot conversation lookups filter by access before capping at 10.
Run loop:
- Search now blocks on an indexReady channel until the boot-time embed
index has loaded, so a run right after startup no longer searches an
empty index.
- Track the newest message ID each run's history saw (lastSeen). A
requeued run sees the previous run's own reply as the last message, so
it now checks for an inbound message that earlier run never included
instead of bailing out.
- After a run, drop its reply and status changes if a human agent took
over or resolved the conversation while it was running.
- Register the OTP verification tools on all OTP-based channels even when
the run starts verified, since the 30-min window can expire mid-run.
- Give PreviewReply a real run timeout.
Admin lifecycle:
- Deleting an assistant now reassigns its conversations to the fallback
team (or the unassigned queue) so they are not stranded.
- Extract getAssistantRow, validateToolInput and toolParametersOrEmpty
to share create/update checks.
Misc:
- Surface capped provider error messages to the UI, not just on the admin
connection test.
- Hard-cap tag suggestions at 3 whatever the model returns.
- Track background reindex goroutines in the wait group so shutdown drains
them.
- FAQ mining and history fetch now page via GetConversationMessages.
- generateOTP uses stringutil.RandomNumeric.
Copilot and Generate Reply get four read-only, access-filtered tools to look up
a customer's history: list the contact's other conversations, search
conversations by exact email, fetch one conversation by reference number, and
search contacts. Tool output is marked untrusted and capped so a big response
can't blow the context window.
Copilot panel changes:
- per-agent persona picker that borrows an enabled assistant's voice, language
and instructions without changing the tool set (stored in localStorage)
- answers render as HTML; copy, insert-into-reply, and add-as-private-note
actions per answer
- chat history moves to its own copilot store; server history is persisted only
after a successful reply and read back with a limit
Adds AI tag suggestions: a new endpoint suggests up to 3 existing tags for a
conversation, applied from the sidebar, never auto-applied.
Hardening and fixes:
- OIDC callback rejects non-agent users
- custom tool URLs and params schema validated on save; tool HTTP client no
longer follows redirects; query keys pinned in the tool URL win
- GetAllConversationMessages takes an explicit limit (cap 1000)
- FAQ mining skips a candidate already pending review
- ai agent handoff records its event only after the move actually lands
- share chat message role constants; rename v2.7.0 migration to v2.6.0 and add
the fix_grammar_spelling prompt
Guard the handoff and resolve paths against double handoffs, swallowed reply errors, and a stale team snapshot. Also fail closed on turn-count errors, spend the image budget newest-first, fail boot on an empty assistant set, and keep deleted assistants recognized as AI so FAQ mining never treats their replies as human.
Snippet import: new "Import from URL" flow fetches a page and stores its
readable content as a snippet. Extraction uses the mackee/go-readability
library (Mozilla Readability port) and outputs Markdown, so nav/footer
boilerplate is dropped. The snippet list shows the source, and the edit
dialog is now wider with a taller content box.
Summarize: new "Summarize with AI" action on a conversation calls the AI and
adds the result as a private note. It shows an info toast right away so the
user knows it started, since the call can take a few seconds. This adds an
"info" toast variant that any feature can use.
Assistant languages: assistants can be given a list of allowed reply
languages. The assistant replies in the customer's language when it is one of
them, otherwise it falls back to the first. The preview also lists the
knowledge sources it used.
Cleanup: replace hardcoded gray/zinc/white colors with theme tokens
(text-muted-foreground, text-foreground, bg-accent) across several components.
Thread context through provider calls so cancelled requests stop retrying, make snippet delete and FAQ review transitions atomic, cap provider response reads, guard stale AI replies and copilot responses from overwriting newer conversation state, and stop logging raw search queries and chunk content.
The model marks its trailing confirmation question with a [[confirm]] line.
We split that off and send it as its own chat bubble so the widget reads like
a real conversation. The customer never sees the marker. Email is left as one
combined message since separate bubbles only suit the widget.
Confirmation messages are tagged with is_confirmation in meta so they no
longer inflate the reply count in assistant stats.
Keep the widget typing indicator alive during long agent runs by
re-broadcasting every 3s, under the widget's 5s typing expiry.
Fix the AI assistant and tool edit forms to stay on the page after save.
They now only go back to the list when creating, matching the rest of the
admin forms.
Custom tools are HTTP calls with no read-only guarantee, so a mutating tool
could fire from copilot chat or while drafting a reply. Copilot and
generate-reply now get only the built-in knowledge search, and custom tools
stay exclusive to assistants where admins pick them explicitly. This matches
Intercom, Chatwoot, and Freshdesk. The contact identity headers now flow only
on the assistant path.
Also:
- new "Offer handoff to a human" switch on assistants (default on). When off,
the hand_off_to_human tool is not registered and the prompt tells the
assistant to say it cannot help instead of offering a human. Safety exits
(error, max turns, other participant) still unassign as before.
- workspace admin instructions from the AI config no longer leak into the
customer-facing assistant prompt.
- copilot and reply-draft prompts now treat conversation text and tool
outputs as untrusted data.
Replies from the AI agent are now converted from markdown to HTML with
goldmark before queueing, so bold, links, and lists render properly in the
widget, agent app, and email. The prompt now allows simple markdown. Raw
HTML in model output is escaped by goldmark, and both frontends sanitize
on render anyway.
Other fixes bundled in:
- validate avatar type and size before creating or updating an assistant,
and roll back the assistant if the avatar upload fails after create
- return 404 from agent update and API key endpoints for AI assistant
identity users, and hide assistants from mention and SLA user pickers
- reserve the autonomous assistant's built-in tool names so custom tools
cannot shadow them
- apply resolve after the reply is posted so the CSAT survey follows the
answer instead of preceding it
- unassign the assistant on handoff even when the fallback team is the
same team
- count reopens by status category instead of status name, and exclude
CSAT messages from the turn cap
- split oversized wrapper divs into child blocks when chunking KB HTML
instead of truncating them
- return 404 when soft-deleting an already-deleted agent, and keep AI
assistants (which have no email) visible in the compact users list
Stop dropping customer follow-ups sent mid-response, reset the turn cap only on reassignment, send max_tokens for non-reasoning models, and make FAQ approval atomic. Also exclude CSAT surveys from assistant stats and remove unused scoped-search code.
The agent now only replies to a turn the primary contact authored, so a CC'd or plus-address participant hands off to a human instead of driving tool calls under the contact's identity. It also asks the customer to confirm before resolving, and can read the contact's other recent conversations for context.
Medium (title + short body):
add WIP autonomous AI agent
New internal/aiagent package runs AI assistants that reply to customers
on conversations assigned to them, grounded on a knowledge base. Also mines
resolved conversations for FAQ suggestions. Adds admin UI and the v2.7.0
schema. Still work in progress.
Abhinav Raut