Feature: install or auto update sub flow template will fail if the bot over max node limit before install
Added
Sub Flow Template Install & Auto-Update Node Limit Check: Added validation to prevent installing or auto-updating sub flow templates if the target bot exceeds the maximum allowed node limit.
The system will now check node count before performing sub flow template installations or updates.
Install/Update actions will fail gracefully with a clear error message if the bot’s node limit is exceeded.
Improved
Enhanced platform stability by preventing node overflow issues.
Improved user feedback with actionable error messages for node limit violations.
🚫 Sub Flow installs and updates will now respect node limits, ensuring safer bot operations!
Feature: add Image handling mode option for AI Agent action
Added
Image Handling Mode for AI Agent Actions: Introduced a new Image Handling Mode setting to control how the AI Agent processes incoming images from users.
Available options allow AI Agents to either:
Wait for user instruction before processing images.
Automatically process images as part of the conversation flow.
Helps in managing AI agent behavior with multimedia inputs for better context handling.
UI
Added a new dropdown field under AI Agent configuration for selecting the desired image handling mode.
Includes tooltips and helper text for clarity on behavior.
🖼️ Gain more control over how your AI Agent handles images during conversations!
Feature: add Region option for Whatsapp Cloud Register Number
Added
Region Selection for WhatsApp Cloud Number Registration: Added a new option to select the Region when registering a WhatsApp Business number via Cloud API.
Users can now specify their region during the number registration process to ensure proper configuration and compliance.
Supports improved localization and regional routing for WhatsApp Cloud services.
Improved
Enhanced registration flow to provide clearer options for international businesses.
Reduced potential errors related to regional mismatches during number onboarding.
🌍 Region selection ensures a smoother and more accurate WhatsApp Cloud number setup!
Feature: update Whatsapp embedded signup to allow connect an existing WhatsApp Business app account to Cloud API
Added
WhatsApp Embedded Signup Enhancement: Updated the embedded signup flow to support connecting an existing WhatsApp Business App account to the Cloud API.
Simplified onboarding for users migrating from WhatsApp Business App to Cloud API.
Users can now link their current WhatsApp numbers and business profiles without creating a new WABA.
Improved
Enhanced user experience by streamlining the integration process for existing WhatsApp Business accounts.
Added clear instructions and validation checks during the account linking process.
🔗 Seamless upgrade path from WhatsApp Business App to Cloud API is now available!
Feature: add Loop workflow action in Advanced actions
A new Loop Workflow action is now available under Advanced Actions, allowing you to iterate over an array of data dynamically inside your automation flows.
🔁 What It Does:
Loops through each item in an array (e.g., a list of follow-up messages, products, etc.)
Triggers a sub flow for each item
Stores the current item in {{LOOP_ITEM}} for use inside the sub flow
💡 Use Cases:
Send dynamic follow-up messages at different timeframes
Iterate over Shopify products, lead records, or AI-generated suggestions
Combine with AI to generate personalized actions per item
📍Where to Find It:
Go to your workflow and navigate to: Advanced Actions → Loop Workflow
Empower your automations to process lists, sequences, and multi-step personalization with this powerful new logic block.Loop workflow.png333.84 KB
Feature: add Append assistant message to AI Agent Messages in bot user api action
Append user message.png311.97 KBA new API action has been added to the Bot User API: 🟠 Append assistant message to AI Agent Messages
✨ What It Does:
This action allows you to programmatically append assistant responses into the AI Agent message history. It works seamlessly with:
Facebook comments
Instagram comments
Any custom frontend interface
📦 Benefits:
Maintain full chat context across platforms
Improve AI Agent response quality and continuity
Streamline multi-platform conversations
📍How to Use:
Go to your Bot User API
Under the Action dropdown, select Append assistant message to AI Agent Messages
Enter the target Bot User Ns and message content
Test and save
This feature pairs well with the existing Append user message to AI Agent Messages, giving you full control over dynamic, contextual AI conversations across your automations. Append Assistant Messages.png283.5 KB
Feature: add AI Prompts in Flow Automation, can be used in live chat
We are excited to introduce AI Prompts in Flow Automation! This feature enables custom AI-driven responses that can be shared among all bots in the workspace and used in live chat interactions.
📌 Where to Find It
Navigate to AI & Automation → AI Prompts in the sidebar.
🚀 Key Capabilities
Centralized AI prompt management for all bots in a workspace.
Easily create, edit, and activate/deactivate prompts.
Enhance live chat interactions by providing AI-generated responses based on predefined prompts.
🔧 How to Use
Go to AI Prompts under AI & Automation.
Click on “+ AI Prompt” to create a new prompt.
Define the prompt name and content (e.g., summarize text, generate a reply, analyze sentiment).
Use the prompt in live chat or integrate it into automation flows.
🔥 Example Use Cases
Summarization: Automatically generate concise summaries of user messages.
AI-powered replies: Provide AI-driven responses to common user queries.
Lead qualification: Analyze user responses and categorize them based on AI analysis.
💡 AI Prompts bring automation and intelligence to live chat interactions! Try it out today.
Added DeepSeek AI Integration under the Artificial Intelligence section, allowing users to connect their DeepSeek API key for advanced AI capabilities.
Benefits:
Enables seamless integration with DeepSeek AI for enhanced automation and intelligence.
Expands the range of AI tools available for building smarter workflows and interactions.
Feature: add Media Library in workspace settings to allow show and manage the medias which uploaded by the current agent, default is showing medias uploaded by any agents
What’s New:
Introduced a Media Library option in Workspace Settings, allowing users to manage and display media uploaded by the current agent.
The default configuration shows media uploaded by all agents, but this can be customized to display only the media uploaded by the active agent.
Benefits:
Streamlines media management with agent-specific filtering.
Enhances accountability and reduces clutter by showing relevant media files.
Feature: allow to enable audio recorder feature in webchat widget setting
What’s New:
Introduced an Audio Recorder toggle in the WebChat widget settings, enabling users to record and send audio messages directly through the chat interface.
Benefits:
Enhances communication by supporting voice-based interaction.
Provides a more accessible and convenient option for users who prefer speaking over typing.
Added a Send Test Email button to the email template editor, allowing users to preview their email designs in their inbox before sending them to recipients.
Benefits:
Ensures email templates are reviewed and display correctly across devices and email clients.
Saves time by identifying and resolving formatting issues before finalizing the email.
Allow to use partner workspace S3 storage as default system storage for clients in Partner Settings
A new toggle has been added to Partner Settings:
S3 Storage: Enable this setting to use the verified S3 storage from the partner workspace as the default system storage for all clients. If you turn this on, all the files that sent from live chat, or uploaded in the flow builder will be save into your own S3 storage.
This feature provides a centralized storage solution, improving efficiency and simplifying file management for your clients.
Add trigger Instagram Ad Referral - when user clicks Instagram Ad
We’ve added a new trigger for Instagram Ad Referral. This feature allows you to capture when users click on Instagram ads and map key ad information, such as Referral Payload and Ad ID, to user fields.
- Configure filters to refine the bot users impacted. - Add optional notes for better organization.
This enhancement makes tracking Instagram ad performance more seamless and integrates ad interactions directly into your workflows. 🎯
New Date-Time Filter Options - "after x days ago" and "before x days ago"
We've enhanced the filtering options with two new date-time conditions: "after x days ago" and "before x days ago".
These options provide more flexibility when creating conditions based on time, making it easier to filter users or records by specific recent or past activity periods.
Perfect for targeted follow-ups or data analysis within custom date ranges!
Group by Agent Type and Rating Type Fields in Ticket List
We've added a new grouping feature for ticket lists! Now, you can group your tickets by Agent Type and Rating Type fields in both Table and Board views.
This improvement allows for better ticket organization and lets teams quickly view tickets based on specific agents or ratings, streamlining support workflows and making it easier to manage and assess performance.
We’ve introduced the "Remove All Collaborators" action to streamline your workflow.
This action allows you to quickly remove all collaborators from a conversation with a single click, improving efficiency in managing team interactions. Perfect for closing collaboration loops effortlessly!
We’ve introduced a new field called Last Message Type in the system JSON for user data. This field helps you identify the nature of the last interaction with the user and supports the following values:
in: The last message was received from the user.
out: The last message was sent to the user by the bot.
agent: The last message was sent by a live chat agent.
This enhancement allows you to better track recent interactions and personalize responses based on the last message type.
We’ve introduced a new functionality to capture UTM and other URL parameters on our sign-up page and include them in the partner webhook.
This enhancement enables precise tracking of traffic sources and affiliate attribution for partners.
How to Use It:
Purchase the HTML Script Add-On: This is required to add custom scripts on your partner page.
Insert the Script:
Add the following code to capture parameters:
<script type="text/javascript" charset="utf-8"> var _uf = _uf || {}; _uf.domain = ".dfktv2.com"; // Replace with your partner domain _uf.additional_params_map = { affiliate: "UC_AFFILIATE", code: "UC_code" }; </script> <script src="https://d12ue6f2329cfl.cloudfront.net/resources/utm_form-1.2.0.min.js" async></script>
Make sure to replace _uf.domain with your own partner domain.
Customization: To capture additional parameters, refer to our help documentation or YouTube tutorials for guidance.
With this setup, UTM parameters and custom URL parameters will automatically be sent to the partner webhook upon user sign-up, making it easier to track campaign performance and affiliate sources.
We've added a new capability to export custom event data when the filtered records are under 20,000.
This enhancement allows for streamlined data extraction within manageable record limits, ensuring efficient handling of custom event exports for deeper analysis.
Add Create SSO User (based on Email) action in SSO Actions
We’ve introduced a Create SSO User action that allows users to set up Single Sign-On (SSO) profiles using just an email address.
Previously, SSO required logging in with a Facebook or Google account, but now you can create a master profile simply using an email, expanding access and simplifying the setup process.
This enhancement enables a unified user experience across channels, making SSO more accessible and versatile for various use cases.
We’ve introduced a Display Order setting in the Partner Topup Options, allowing you to define the order in which top-up options appear for your clients.
This feature provides greater control over the presentation of different currency and amount options, making it easier to prioritize specific top-up choices.
Arrange the options in a sequence that best suits your business needs for a smoother user experience.
We’ve enhanced the audit logging system by including a delete log entry specifically for audit logs when a bot user is deleted.
This update ensures that all deletions involving bot users, including their associated audio logs, are accurately tracked and recorded in the audit logs.
This provides a more comprehensive view of user actions and system changes, enhancing transparency and traceability.
We’ve added the ability to customize chart titles within the ticket chart view.
You can now set personalized titles for the Current Items Chart, New Items Chart, and Change Logs Chart, giving you more flexibility and clarity in how you present and organize your data.
This update allows users to tailor their chart views to better match their reporting needs, making it easier to understand ticket metrics at a glance.
We’ve added a new setting that allows you to control the visibility of ticket lists based on user roles.
Admins can now hide the "All Items" view for specific roles, such as Live Chat Supervisor and Live Chat Agent, ensuring that only authorized users have access to this view.
This feature enhances privacy and allows better management of sensitive information within your team.
We’re excited to introduce the IP Whitelist feature, a paid add-on available for a one-time payment of $199.
This feature gives UChat partner clients more control by restricting platform access based on IP addresses.
With IP Whitelist, you can ensure that agents can only log in from approved locations, such as the office, enhancing workspace security.
Easily configure this in your UChat dashboard by adding IP addresses and selecting the applicable workspace and roles. Multiple entries are allowed per workspace, but only the first entry will be active. For more information or to activate the feature, reach out to our support team!
Send Audio via URL in Question Node for WhatsApp Channels
We’ve added support for sending audio files in the Question Node when the input is an audio URL.
If you share an audio URL in the question node, it will be sent as an audio file to the user.
This feature works with both the Official WhatsApp Channel and the Custom WhatsApp API Channel. Supported audio formats include .aac, .amr, .mp3, .m4a, and .ogg (with OPUS codecs only).
We’ve added a new functionality in the Flow Builder that allows users to filter nodes based on the Node Item Type.
With this feature, you can quickly narrow down your view to specific node types such as Start, Send Message, Question, Action, Condition, Split, Send Email, and Goto.
This improves navigation and makes managing complex flows much easier, allowing you to focus on specific actions or message types with just a few clicks.
Allow to schedule whatsapp template message from live chat
We’ve added the ability to schedule WhatsApp template messages directly from live chat.
Agents can now plan and set specific times for sending template messages to users, allowing for better timing and automation of follow-ups.
This feature enhances customer communication by ensuring important messages are sent at the most appropriate moments, even when agents are not actively engaged.
Custom WhatsApp API Support for Evolution V2.0 with Direct QR Code Scan
This update introduces support for Evolution API V2.0 in custom WhatsApp API integrations.
By setting up a global API key, partners can now easily generate a QR code for their customers to scan, which will automatically create and connect the instance.
This feature simplifies the setup process, making it more efficient for partners who have their own Evolution API to quickly onboard customers.
This is a paid add-on for Partners, you need to have the custom WhatsApp API add-on.
Add Collaborators for agent, can be enabled from workspace settings - Settings
We've introduced a Collaborator feature that allows multiple team members to work together on a single live chat conversation.
This feature can be enabled in the Workspace Settings under the Settings tab. Agents can now easily add or remove collaborators (up to 5) in live chat, providing more flexibility in managing complex conversations that require input from multiple agents.
Additionally, new actions—Add Collaborator and Remove Collaborator—have been added to the flow builder, allowing bots to automate collaboration by assigning or removing agents as collaborators.
Collaborators will have the same view as assigned agents, ensuring smooth coordination.
Add Ticket Lists Share Code feature to allow create new list with share code in other workspace
We’ve introduced a new Share Code feature for Ticket Lists, enabling users to share ticket lists across multiple workspaces.
By generating a unique share code, users can create new lists in other workspaces effortlessly, streamlining collaboration and ensuring consistent list management across different teams or projects.
This feature enhances flexibility and coordination when managing tickets in multiple environments.
Add system fields Lists and ListOption, this will return json with the defined list_code, field_code, option_code
We’ve introduced new system fields, Lists and ListOption, which allow users to retrieve JSON responses based on the defined list_code, field_code, and option_code.
These system fields simplify the process of working with lists and options in chatbot templates by returning relevant data in JSON format.
This feature enhances flexibility, enabling users to automate workflows more efficiently within the flow builder, using unique codes for better tracking and analytics.
We’ve introduced a Check In Use option for WhatsApp template messages.
This feature allows users to easily track where a specific WhatsApp template message is being used in their bot, making it convenient to manage and update templates across different workflows.
With just a click, users can see all instances where the template is applied, streamlining template management and ensuring consistency.
We’ve added a Use Default Values option for sending WhatsApp message templates in both the message node and WhatsApp template notification actions.
This new feature allows users to quickly populate default values, saving time when building WhatsApp template messages into chatbot templates.
By automatically selecting variables, this feature simplifies the process, ensuring users can easily and efficiently integrate WhatsApp templates into their workflows without manually filling in each field.
A new option has been added to the dropdown menu when viewing Bot User profiles: Merge Bot User.
This feature allows agents to manually merge Bot User profiles, consolidating data from multiple profiles into one for streamlined management and efficient handling of bot interactions.
All relevant data from the secondary user will be transferred to the primary user, with options to either keep or delete the secondary user after the merge.
Agents can now schedule messages directly in live chat, allowing for flexible timing options such as 5 minutes, 10 minutes, 1 hour, or even up to 24 hours, with a custom time option available as well.
This feature enhances efficiency by enabling agents to plan follow-up messages or send time-sensitive communications without needing to be live. To use, simply type your message, click the schedule icon, select the desired time, and you're all set.
This addition makes managing conversations easier and ensures timely responses for improved customer interactions.
P.S: Schedule WhatsApp template message is supported as well.
Remove Google business message channel and deprecated Facebook group api
Google Business Message Channel Removed The Google Business Message channel has been removed. Existing connections will no longer be supported, and users are encouraged to explore alternative channels.
Deprecated Facebook Group API The Facebook Group API has been deprecated. It will no longer be supported in future updates, and any functionality dependent on this API will be discontinued.
Custom File Name for Document Headers in WhatsApp Templates
You can now set a custom file name when using a document as the header type in WhatsApp message templates.
This feature enhances file organization and adds a personalized touch when sending documents, making the experience more efficient and tailored to your needs.
The "Assigned Agent" field has been added as a system field in the Ticket List.
This feature makes it easier to track which agent is handling each ticket, improving visibility, accountability, and overall ticket management efficiency.
You can now edit WhatsApp message templates directly within UChat!
Previously, you could only create and sync templates, but with this update, you have the flexibility to make changes to existing templates as well, enhancing your control and customization for more dynamic communication.
We've enhanced the Custom User Fields (CUF) display options in live chat to make the interface more streamlined and focused.
You now have the ability to pin important fields to the main profile or hide irrelevant fields from live chat agents. This allows for a cleaner and more efficient live chat experience.
The Compromise (v14.14.0) JavaScript library has been added to the JavaScript Function feature.
This lightweight library is designed to handle natural language processing tasks, allowing you to easily parse, transform, and analyze text. Simplify your text management workflows with this powerful new tool!
The Ticket Add-on now features a Chart View! You can group tickets by status and visualize data in a chart layout.
This update allows for better tracking of ticket progress and enhanced workflow management. Additionally, you can apply filters to refine the data display, ensuring you focus on the most relevant information for your needs.
We’ve introduced detailed reports on subscribers, including conversation status, unassigned chats, unsubscribed users, and opt-in preferences (SMS or email).
Now you can track key performance indicators (KPIs) by source category to gain deeper insights. To access this feature, ensure that "Conversation Mode" is enabled in your workspace settings for comprehensive tracking and analysis.
Support for the Evolution V2 API has been added, allowing users to seamlessly configure WhatsApp by entering essential information such as WhatsApp Number, API Domain, API Key, and Instance Name.
This new integration provides a more streamlined and efficient method for managing WhatsApp connections within the platform.
Introducing Flow Labels to enhance sub-flow management.
This feature allows users to easily add and assign labels with unique colors, improving the organization and categorization of sub-flows for better visual representation and workflow management.
With Flow Labels, you can quickly identify and filter sub-flows, making it easier to manage complex flows. The label creation option can be found within the Flow Builder, simplifying the process of assigning labels to your flows.
New API Endpoint to Pull Custom Event Data We have added a new API endpoint /flow/custom-events/data to the UChat API.
This allows you to pull all custom events through the API, providing flexibility to fetch event data based on specified timestamps and event namespaces.
You can filter events by start time, end time, and limits to streamline your data collection process.
Mask Phone Numbers in WhatsApp Channel To improve customer privacy, you can now hide the full phone number of bot users and only display the last 4 digits in the WhatsApp channel.
This feature can be enabled in the "Live Chat Settings" for agents and supervisors, offering better privacy protection.
You can now upload files when adding a comment to a ticket.
This feature enhances communication and collaboration by allowing you to attach relevant files or media directly within the comments section of a ticket.
HTML Script Add-on for Partners Introducing a new paid add-on for partner users.
This feature allows partners to add global scripts under their custom domain.
Examples include integrating Google Tag Manager scripts, affiliate tracking codes, and more. This update enhances customization options, providing greater flexibility for managing and tracking external tools across your platform.
You can assign names to your triggers in the automation tab.
This feature allows for better organization, as the trigger name will be visible in the trigger list, making it easier to identify and manage different automation rules within your workflows.
We've enhanced the Live Chat feature by adding multiple sorting options. Now, agents can sort conversations by:
- Last message (ascending/descending) - Created at (ascending/descending) - Last interaction (ascending/descending) - Subscribed at (ascending/descending)
This update allows for more efficient handling and prioritization of live chats based on the agent's needs.
You can now set up the main flow (start flow) through an API endpoint.
Additionally, there is support for setting up the main flow triggered by the web chat widget via the API. This makes it easier for developers to manage flow configurations programmatically.
Feature: Export Partner Credit Logs Partners can now export their credit logs to a CSV file for easier tracking and analysis.
New Search and Sort Options Added more search fields and sorting options in the partner workspace tab, enabling partners to filter and organize workspace data more efficiently.
Add Option to Prepend Agent Name for Web Chat in Live Chat Settings
A new setting is now available to prepend the agent's name in messages when the live chat is taken over by an agent.
This allows customers to clearly know which agent they are communicating with during the conversation, providing a more personalized and transparent experience.
Add Search for Bot Users by Phone, Email, and User ID
This update allows you to easily find duplicate contacts by searching their phone number, email, or user ID through the Advanced Actions -> Bot User API.
You can now choose to search for these details at either the bot level or the workspace level.
This makes managing and identifying bot users more efficient and straightforward.
Add SMS blacklist, STOP to add to blacklist, START to remove from blacklist
Automatic Blacklist Addition: When users send "STOP" via the SMS channel, their phone number is automatically added to the blacklist, ensuring no further messages are sent to them.
Opt-in Removal from Blacklist: Users can rejoin the communication list by sending "START," which removes their phone number from the blacklist.
"Matched with Blacklist" Trigger: Utilize this trigger to engage users from different numbers when their phone number matches the blacklist.
Show Active and Completed Bot Users Count for Sequences
You can now view detailed statistics for sequence messages, including how many users have completed the sequence and how many are still active in the sequence.
This update provides better insight into user engagement and helps track the progress of your sequence campaigns.
Feature: Add Status and Type Filters for Flow Triggers
If you have many triggers, and now you can filter by the trigger status(active or inactive) and also by the different type of triggers used. check the screenshot to find the new settings in the trigger.
Add Live Chat Setting to Hide System Messages from Agents
A new setting has been added to the Live Chat configuration allowing you to hide system debug messages from live chat agents and supervisors.
This feature helps keep the live chat window clean and focused by ensuring only relevant messages are visible to the team, improving the overall user experience.
You can toggle this option in Settings -> Live Chat under Live Chat Features.
Add In-iframe CSS Class in Body for Partner Domains
A new CSS class will be added to the <body> tag when a partner domain is loaded within an iframe.
This feature allows for better customization and styling of content displayed in iframes by detecting if the partner’s domain is embedded, providing enhanced control for partners.
You can now search and identify which flow or node has used a specific custom user field or bot field within the platform.
This feature allows for better tracking and management of field usage across your workflows, providing an easy way to optimize or troubleshoot configurations.
With this update, UChat introduces Conversation Mode to provide detailed insights into your support operations.
New Features:
Track Conversations: Keep a record of new, closed, and reopened conversations for deeper analysis.
Agent Performance Reports: Monitor the speed at which conversations are assigned and resolved, as well as how quickly agents respond to assigned conversations.
Conversation Analytics: View conversation reports with insights into the number of conversations solved, response times, and resolution efficiency.
How to Access:
Go to Workspace Settings -> Conversation to enable the feature and configure the session timeout.
For more detailed information on how to use Conversation Mode, refer to our help documentation.
A new Timezone option has been added to the Smart Delay action. You now have the flexibility to choose which timezone to apply for your smart delay tasks:
Bot User Timezone
Workspace Timezone
Telemarketing Timezone (for SMS channel)
This ensures that your delays align with the appropriate time zones based on your bot's users, workspace location, or telemarketing regulations for SMS campaigns.
A new Unsubscribed status filter has been added to the live chat dropdown.
This allows you to quickly and easily locate users who have unsubscribed from your bot, enhancing your ability to manage your bot audience efficiently.
Simply select "Unsubscribed" from the live chat dropdown to view these users.
Feature: add sample code in webchat widget for Set Custom User Id
You can now easily set and match up custom user IDs with your bot users via the webchat widget.
This feature includes helpful sample codes for implementation, making it easier to integrate and synchronize your external user IDs with the bot system.
Note: This new feature improves user identification and session tracking, providing a seamless experience between web applications and bot user management.
We are excited to introduce integration with Coze AI Chatbot! This new AI agent offers enhanced automation for your bots. You can now integrate Coze into your UChat platform to power your AI-driven workflows.
API Key Required: Sign up for a Coze account to obtain your API Key and Default Bot ID.
Usage: Enter the API Key and Default Bot ID in the settings to activate Coze AI for your bots.
Partner can manage two new addons, Inbound webhook and Timeout
Inbound Webhook Addon Partners can now manage the Inbound Webhook Addon for their clients. This addon allows for the management of inbound webhook requests with the following details:
Cost: $20 per month per 1000 requests.
Limit: The limit applies to the number of inbound webhook requests per 24 hours for each bot.
Default Requests: 500 requests per 24 hours for each bot.
Addon Increase: When the first addon is added to a bot, the limit increases to 1000 requests per 24 hours (not 1500).
Timeout Addon Partners can also manage the Timeout Addon for their clients, with additional seconds added to the default timeout settings:
Cost: $20 per month per 10 additional seconds.
Default Timeout: 15 seconds for external requests, 30 seconds for OpenAI requests.
Addon Increase: After the first addon is added, the external request timeout will be 15+10=25 seconds, and the OpenAI timeout will be 30+10=40 seconds.
Add Whatsapp Template Message Analytics, Whastapp cloud only
Introducing WhatsApp Template Message Analytics for WhatsApp Cloud users. This feature allows you to track and analyze important metrics for each template message, providing insights into:
- Cost of each message sent. - Delivered message statistics. - Sent, Read, and Clicked rates, giving you a complete overview of message engagement.
Where to Find It: Navigate to Content -> WhatsApp Conversations to view these insights.
Integration API for Shopify, WooCommerce, OpenAI, and S3 Storage
Now you can manage the integration credentials for Shopify, WooCommerce, OpenAI, and S3 Storage directly through API endpoints, giving you flexibility and control over your integrations.
Features:
Shopify Integration: Set up, get, and delete Shopify credentials using API.
WooCommerce Integration: Manage WooCommerce credentials through API actions.
OpenAI Integration: Integrate OpenAI API directly using our endpoints for seamless operations.
S3 Storage Integration: Set up and manage your S3 storage credentials via API endpoints.
Where to Find It: Access these APIs through the Integration section of the UChat API documentation.
Now you can track all the email webhook events from SendGrid directly in your UChat dashboard! This new feature allows you to monitor the status of emails, ensuring better tracking of the communication sent to bot users.
Features:
- Logs all email events such as Sent, Delivered, Opened, and Failed. - Status and timestamps for each webhook event. - Logs stored for two weeks, providing a clear history of email activities.
Where to Find It: You can access this by navigating to Dashboard -> Webhook Logs -> SendGrid.
Add WhatsApp Conversation Analytics, WhatsApp Cloud only
This feature is exclusive to WhatsApp Cloud! Now, you can track detailed analytics for all your WhatsApp conversations directly in the UChat dashboard.
Key Metrics:
Total messages sent and received.
Cost of each conversation.
Template message types used.
This comprehensive data allows you to monitor and optimize your WhatsApp conversations efficiently.
Where to Find It: Navigate to Content -> WhatsApp Conversations in the UChat dashboard to view these analytics.
Display WhatsApp Template Message Notification in Live Chat
Previously, WhatsApp template messages sent to users were not displayed in the live chat interface. Now, all WhatsApp template message notifications will show up directly in the live chat window, enhancing transparency and providing full conversation visibility for agents.
Details:
All template messages sent via WhatsApp will be visible in live chat.
Improved live chat experience for agents managing conversations.
Add "Stripe Automatic Tax" option in Partner Settings, used for Internal billing checkout
UChat partners can now collect taxes seamlessly during subscription checkout. When enabled, the tax rates configured in your Stripe account will be applied to the UChat checkout page for your clients.
Details:
This feature allows automatic tax calculations based on your Stripe setup.
Enhance your team collaboration with color-coded labels. You can now assign specific colors to your labels, making it easier to organize and differentiate them.
Details:
Choose from a range of colors for your team labels.
This feature improves visual organization and team clarity.
Your media management is now easier and more organized. You can now create folders in the Media Library to categorize and store your media files efficiently.
Details:
Create folders to organize different media files. This feature helps you easily navigate and manage your media by grouping files into relevant categories.
We’ve introduced a new Postcode field to the User System Fields. This allows you to capture and store postal code information for bot users in your workspace.
How to Use:
You can access the Postcode field through the User System Fields in your bot settings.
This field can be used for personalizing automations, filters, or targeting users based on their location.
Update Partner Dashboard Addon with 3 new cards, whatsnew, error logs, audit logs, default is hidden.
We’ve added 3 new cards to the Partner Dashboard Addon for UChat partners:
- What's New - Error Logs - Audit Logs
Default Status: These cards are hidden by default but can be shown or hidden as per your preference.
This feature is available only through the "Dashboard" paid add-on. UChat partners can customize their dashboard by adding these cards to provide better insights into the platform's activities and system updates.
How to Access:
Navigate to the Partner Dashboard Settings. Choose which cards to show or hide for your custom dashboard experience.
We've added a "What's New" section, available exclusively for UChat Partners. This feature allows you to manage and announce important updates across all workspaces under your custom domain.
How to Access:
1. Navigate to Whitelabel Settings -> Partner Settings. 2. Under the "What's New" section, you can create new announcements or choose system updates to be shown across your workspaces.
By utilizing this, UChat Partners can ensure all their workspaces stay informed with the latest updates from UChat or custom announcements from your business.
For more detailed instructions, check out the tutorial videos on the UChat YouTube Channel.
Add "List workspace members" and "Remove member from workspace" to Partner API
We’ve introduced two powerful new endpoints for UChat Partners:
List Workspace Members Easily retrieve a list of all members in any specified workspace.
Remove Member from Workspace Manage access efficiently by removing members from workspaces with this API endpoint.
These features are available exclusively for UChat Partners. Access the new API endpoints via the Partner documentation to manage workspace members more effectively.
Add sorting and export to csv for partner manage workspaces from Whitelabel settings
We're introducing new functionality for UChat partners in Whitelabel Settings:
Sorting: Easily sort workspaces to streamline management and find information quickly. Export to CSV: Use the new export button to download workspace data as a CSV file, simplifying data analysis and record-keeping.
These updates empower you to efficiently manage workspaces and optimize your workflow. Enjoy enhanced control and flexibility with these new features!
Add option in live chat features, Prepend Agent name to the message sent by agent, whatsapp channel only
We've added a new option in Live Chat Features: Prepend Agent Name to Messages for the WhatsApp channel.
This feature allows you to automatically add the agent's name to the beginning of messages they send, enhancing clarity and personalization in your communications.
Activate this setting to improve message transparency and provide a more personalized experience to your WhatsApp users.
Add "Invite member to workspace" under partner api
We're excited to announce a new feature for UChat Partners: the "Invite Member to Workspace" option in the Partner API.
Partners can now effortlessly add team members through API calls, streamlining collaboration and workspace management.
Utilize this feature to efficiently expand your team and enhance workflow coordination. For further details, explore the updated Partner API documentation.
Empower your team with seamless member integration today!
Refined Read Receipts for Assigned Agents in Live Chat
We've refined the way read receipts are managed in Live Chat:
The last_agent_read_at timestamp will now only be updated if the conversation is assigned to a specific agent, and that assigned agent views the messages.
This change ensures that read statuses accurately reflect the engagement of assigned agents, enhancing accountability and precision in chat management.
Leverage this update to improve team coordination and response accuracy!
We've fixed a bug related to message drafts in Live Chat to enhance your messaging experience:
Draft messages for each bot user are now stored in the browser session. This means if you write a message for a user and navigate away to another bot user, the draft will remain intact when you switch back.
This improvement ensures that your work is preserved, minimizing disruptions and improving efficiency during chat management. Enjoy a smoother and more reliable messaging experience with this update!
Add Unanswered filter under status dropdown in live chat
We're introducing a new Unanswered filter under the status dropdown in Live Chat.
This filter allows you to easily identify and focus on messages that haven't received a reply from an agent or bot, ensuring no conversation is overlooked.
Enhance your response efficiency and customer support by leveraging this convenient filtering option!
We're adding new APP servers, which requires an update to your MongoDB whitelist.
To ensure seamless connectivity and security, please update the list with the new server IPs. You can find the complete list of IPs to whitelist by visiting the Server IP List.
Stay secure and maintain optimal performance by keeping your IP whitelist up to date!
Add new Partner API - update-extra-billing-information to allow partner to store additional information for client workspace
We're thrilled to introduce a new Partner API: update-extra-billing-information.
This feature, available exclusively to UChat partners, allows you to store and manage additional billing information for client workspaces efficiently.
To explore the API details, visit the Partner API Documentation.
Optimize your billing processes and improve client management with this new capability!
Add Default Flow Theme in Partner Settings, this will be used for clients workspace if they are using default theme in workspace settings
We're excited to introduce the Default Flow Theme setting in Partner Settings, exclusively for UChat partners.
This feature allows you to select a preferred flow builder theme as the default for client workspaces, provided they are using the default theme settings.
Enhance consistency and streamline the user experience across all projects with this customizable option!
Add Parnter api, list workspace flows and install template to bot
We're introducing Partner API capabilities to enhance your control and efficiency:
List Workspace Flows: Easily retrieve all flows within a workspace using the list-flows endpoint. Filter by channel type and manage your workflows effortlessly.
Install Templates: Quickly install templates to bots via the install-template endpoint. Simplify setup and standardize bot functionality across your workspace.
These tools, requiring "Manage Team" scope, are designed to optimize your workflow and enhance your management capabilities.
New feature: Team Label, similar to tags but it is shared in workspace level
We're excited to launch the new Team Label feature, designed to function like tags but shared across the entire workspace.
Team Labels enable seamless collaboration and are ideal for use with the "Global Contacts" paid add-on for UChat partners.
This feature helps you segment users with consistent labels across all bots in the same workspace, enhancing your ability to manage and engage with your audience effectively.
Streamline your user segmentation and improve organizational efficiency with Team Labels!
We're excited to announce a new API that allows you to fetch summaries of custom events effortlessly.
With customizable parameters such as range (for selecting specific time frames) and event_ns (for targeted event namespace searches), this API provides insightful data at your fingertips.
Incorporate this tool to gain valuable insights into your event data efficiently!
You can find more information about this API endpoint here: https://www.uchat.com.au/api#/Flow%20Custom%20Events/flowEventsSummary
Add Closing Note in condition and display closing note in user profile
We're excited to announce new functionality for managing conversations:
You can now add "Closing Notes" as a condition in workflows, enabling more targeted follow-up actions.
Additionally, closing notes are now displayed in the user profile, providing clearer insights and historical context for each interaction. This feature helps streamline support and optimize user engagement strategies.
Take advantage of these improvements for deeper conversation management and user understanding!
Add new Permission item in Member permission addon "Upload files", when disabled, the upload box will not be shown, but still can use url or library to send image or file
We're introducing a new permission item in the Member Permission add-on: "Upload Files."
When this option is disabled, the upload box will be hidden, but users can still send images or files via URL or library access.
Please note that this setting is exclusive to UChat partners, and the "User Permission" paid add-on must be activated.
Enhance your control over file handling with this new feature!
Add Closing note category as filter for Conversation is Done trigger
We’ve introduced a new feature in the "Conversation is Done" trigger:
A Closing Note category filter. This allows you to categorize and filter conversations based on specific closure notes, adding a layer of organization and insight.
Easily save context such as category, summary, and attachments to user fields, ensuring comprehensive documentation and follow-up.
Leverage this feature to streamline conversation management and improve analytics!
We're pleased to announce the integration of Claude AI into our platform.
This enhancement enables more intelligent, context-aware interactions to elevate user engagement and service.
Leverage Claude AI's capabilities to provide nuanced responses and support across various communication channels, enhancing both user experience and operational efficiency.
Get started with Claude AI to revolutionize your interaction dynamics!
Use Whatsapp Embedded Signup as default for new workspace
We're thrilled to introduce WhatsApp Embedded Signup as the default setup for new workspaces.
Gone are the days of creating private apps and manually configuring webhooks and API keys.
Now, you can simply log into your Facebook account, set up WhatsApp Manager, verify your number, and have your WhatsApp chatbot up and running in just 5 minutes!
Experience hassle-free integration and enhance your communication channels effortlessly.
Add webchat new feature, Text Typing Effect, this will display the text message like streaming text
A new feature called Text Typing Effect has been added to the WebChat Widget settings.
Text Typing Effect: When enabled, this feature will display messages in a streaming format, simulating the effect of typing out the text message as it is being sent.
This can enhance the user experience by adding a dynamic and interactive touch to the chat interface.
We have introduced a new Media Library section under My Contents.
This feature will allow you to easily manage, store, and organize your media assets, like images and audio, directly from your content management interface.
It streamlines file management and access for a smoother user experience.
No additional setup is required. Simply navigate to My Contents to start using the Media Library today.
New Integration: We've added Google Gemini integration, allowing you to leverage powerful AI capabilities such as Chat Completion, Vision (Image to Text), and model management through actions like List Models.
You can find and configure this integration in the Integrations section under Artificial Intelligence.
Add agent segments for Search Bot Users in workspace live chat
Partner Update: With the paid global contacts add-on activated, UChat partners can now easily create segments using system user custom fields. You can save these segments as either public or private:
Public segments are available to all workspace members.
Private segments are only visible to the creator.
Only the admin or owner of the workspace can create public segments, giving you more control over user management and segmentation.
add Viber Colors in Flow settings, this allow to set their own colors for the button template
New Feature: Viber color customization is now available in Flow settings!
You can now set your own colors for the button template and card template, including background color, button color, text color, and subtitle color, giving you more control over the design and branding of your Viber bot.
Add new api flow/set-bot-fields, this allows to update multiple bot fields
API to set bot fields New API Added: The flow/set-bot-fields API allows you to update multiple bot fields in a single call, with support for up to 20 bot fields at once.
This feature simplifies bulk updates and improves the efficiency of managing bot data.
Allow partner to use their api key to manage their clients workspace api
New Feature for UChat White Label Partners: White label partners can now manage all workspaces under their domain through API calls. To manage bots for your client’s workspace, simply add the headers x-client-workspace-id and x-client-flow-ns when using the Workspace API.
You can now delete and hide Instagram comments through the Instagram API! If combined with AI to detect the content of comments, this becomes a powerful tool for moderating comments from your Instagram channel.
You can find this action under Action -> Advanced Action -> Instagram API Action.
We support you to set up actions with dynamic content. So you can set up the action like "add a tag" etc in the dynamic content. Dynamic Content Support Actions.png1.16 MB
This allows Partners to provide a Single Sign-On feature for their clients in case they want to provide the same type of login to users of their platforms and UChat at the same time. No more separate logins for this.
Full documentation on this can be found here: https://uchat-com-au.atlassian.net/wiki/spaces/UKB/pages/758939741/White+label+Single+Sign-On+with+JWT?fbclid=IwAR1K71fdbmoI5UjftedAU02l9IdBtcPR7XsiB8CJBm_j7gKjntlbxBSAU34
The supervisor role now also sees the bot users along with having access to the analytics section. this provides a more management role for this specific type of workspace member
This is the update only available to UChat partners.
You can find the settings, by going to your UChat main workspace, and then go to "white label settings", and then "partner settings" and then go to "Custom add-on", and then you can purchase this addon.
A new feature inside chatbot settings has been added to input your own custom url.
This will allow you to directly access for example your own crm inside of livechat to update data inside. Great for live chat agents to manage a crm not integrated into UChat.
At the request of quite a few users we added a new filter to be used in the conditions. This will allow you to filter the bot users by assigned agent id.
For partners we updated the translations addon to now also be able to translate the custom menu title. You can use custom menu title as key for translation.
We have deprecated the user timezone as it was confusing to users when it comes to different time displays in the chatbot. Now by default the workspace timezone is uphold
Support of Sendgrid Category in email and notifications
We have added the ability to add the category of the type of email sent if you select your Sendgrid account using the email node as well as the email notification .
Sometimes the return payload on GHL actions contain too many characters to be saved properly so we now added the ability to remove certain keys you do not need to only be left with the information you like to store
Making function flows editable on templates even on none editable templates
We have added the ability to allow users to edit the function flows from templates when user disabled auto update or even when the template is set to none editable.
this is used to allow the installed bot to modify some contents, such as whatsapp template message. So the template creator can move all the whatsapp template messages to function flow to allow user change it after install. and all other subflows can still be protected and auto updated. But if the sub flow template is not viewable, then even the user disabled the auto update feature from function flow, it will still be not viewable.
the assistant often refers citations where it based its replies on which makes for a weird experience inside of chatbots. We have added a citation removal to automatically remove any if they are present in the assistant reply
We have integrated OpenAI Assistant actions under the integration section of your chatbot flow builder . Also you will be able to create and update assistants and files under the integration section of your UChat Dashboard:
This addon will allow you to set permissions per workspace member. . Determine exactly which permissions each member gets and get more control. You will be able to see a more complete overview in this video tutorial
In the past we needed to have a workaround to provide a text and button combination since the official endpoint was not there. The downside was the character limit was that of a card. This is no longer needed and we are now able to send text with regular buttons to the users
The text type question node now also supports no match upon user request. if a user is sending anything other than regular text messages this no match option will be triggered
We have added a new action under the action node -› advanced actions . this allows you to directly access bot user's data and map it easily to custom fields for easy access and or export to other systems
We have added the ability to pin custom fields of your preference directly into the live chat conversation with your bot users . This allows you to see the most important custom fields directly inside the conversation
Partner update: more control of your plans features
We have added more control on the number of features you want to include into your pricing plans . We have added the my contents sections, boards, contents- custom events, tools- multiple languages, tools- custom reports and tools -inbound webhooks as additional features to include or exclude from your pricing plans
Partners requested the ability to hide the bot, members and bot users from the pricing plans as they create separate plans inside of their own billing software like Stripe.
Notify user when WhatsApp Cloud token is about to expire
We have added a new feature where you will be notified 5 days in advanced when a WhatsApp cloud token is about to expire. We will send you an email to give you enough time to act and prevent any disruptions in your chatbot automations
This new update allows you to check where your specific actions are used inside your flows. We have implemented this check for custom event, menu, otn topic, persona, sequence
Previously we sent the export file of bot users by email. Because some users reported the email took very long or did not receive it at all we have now added an additional section under the tool section in your chatbot menu. .
After pressing the all export button on the bot users overview you will automatically get redirected to this section to download your file.
Keep in mind that any generated file will be saved for a total of 7 days, so make sure you have downloaded it before that time
Expired for each buttons now trigger default reply
We have now added the ability to trigger a default reply on expired for each buttons. this allows it that whenever a user interacts several days later you can still send them to the next follow up question based on those button clicks
In order to provide an allround solution where your team can communicate not only with your customers we now bring you a new feature that allows your team to communicate directly inside of UChat.
No need anymore to go back and forth to platforms like Slack. you can now do the exact same inside of UChat and keep everything very handy together
We have added a new integration with Mapbox . Similar to Google Map you will be able to have access to location based actions inside your flow builder. Go to flow builder -› action node -› integrations -› Map box and you will see the following actions .
You are now able to use a new section in the e-commerce settings called "locations". . With this feature, you are able to set up your store location and use the e-commerce api to find the nearest locations according to the user location
We have pushed an update to allow to overcome a huge issue which is the ability to capture multiple user inputs in one go. We have added a timeout option for you to now capture all input from a user during your selected timeout and save it into one custom field
. Do note that this option is only available for question node with a text based type. tutorial can be seen here
We have added a new permission role you can use when you would like to invite your team members inside your workspace.
It is called Live chat supervisor. This is similar to live chat agent, but can see analytics and always be able to see all conversations and reassign agents.
add Signup Email verification switch in partner settings
We have added the feature inside your partner settings to enable or disable Signup Email Verification. This will allow you to set up an extra layer of security to only allow valid email addresses during signups.
You can find this feature by going to your whitelabel settings -› Partner settings
auto-embed the video player if the content contains youtube, vimeo and loom url
We have added a new feature where whenever you share YouTube, Vimeo, and or Loom links these will automatically auto-embed inside the chat conversation in our Webchat channel.
This will improve the user experience and at the same time allow you to keep the user inside the chat at all times
We have added the new live chat agent operator "GHL" to your chatbot live chat settings. This can be used to forward your live chat support to GHL/Airchatty whenever the bot is paused. Do note you need to have CRM V2 integration connected
We have added an easy way for you to reply to any email you receive in your live chat inbox. Just press the dropdown on the email received and click reply
We pushed the new SSO feature live to all accounts
. Link to the video overview: https://youtu.be/sM92YlTQFq0 Link to documentation: https://uchat-com-au.atlassian.net/wiki/spaces/UKB/pages/714539009/Single+Sign-On+SSO
improved the variable input box cursor position issue
We have made an update to the way variables are inserted. Previously there were issues that upon variable insertion between words the cursor would end up at the end of the text box.
Also when wanting to remove variables it would cause the cursor to skip to the end.
Allow to use Custom Sender ID in Send SMS and SMS notification action
We have added the feature you can now add in your own Custom Sender ID inside the send sms and sms notification actions if your connected provider supports it
Improved feature: allow to select style (full page, embed, popup..) for ref url widget for web channel
We have added the option to choose how you would like to open the webchat widget under the ref url settings, giving you more freedom to select your preferred option .
Allow partner Admin to edit clients workspace bots
We have now extended the ability for Partner admins to not only log in and view the client workspace but also make edits on them to resolve issues, explain features, and so on
With this new template type you will be able to let users verify their account by copy and pasting generated login codes from a sent message template .
New notification type added: Facebook Notification
With this notification you are now also to send admin notifications on the Facebook channel. . You will be able to search through any of your connected Messenger bots inside the workspace and can search for the user by subscriber id or ns, email and or phone number
you will also be able to select any of the 3 special Messenger tags to notify the person of your choosing .
New Agent feature added: Round Robin an agent groups
We now added the ability to select the Round Robin feature directly inside the agent group. . This will provide a more equal distribution of tickets between the agents inside the group based on their weighting
We also improved the conversion of custom field variables into actual custom fields . This way you will be able to dynamically let those variables convert into the actual custom fields.
On some elements like buttons when you pressed enter it went to a new line which did not make much sense on that element itself has now been solved to stick to just 1 line.
new option "User Profile - Language" for set language action
We have added a more dynamic way of setting the language of the Chatbot. Instead of a pre-set dropdown, you can now directly set the access by using the user profile language instead
. Under the value section, you can then use the user profile system field and select the language dynamically
We have added an additional section inside the SMS channel Telemarketing hours called Telemarketing Timezone . By default the system will use the user timezone but if it is unable to find it then will revert to the workspace timezone instead.
But you might want to set up another timezone altogether and that is now easily done with the release of this feature
We have completely rebuilt the intent system and provided it in a well-deserved place in the chatbot automation section
. complete video walkthrough can be seen at: https://youtu.be/YHHG3-COwoI Our documentation: https://uchat-com-au.atlassian.net/wiki/spaces/UKB/pages/709820429/OpenAI+Intent+Detection
We have released the much-requested master template feature which has an auto-update feature to update all installed templates when changes are being made to the master template
We have added a new endpoint where you can now set multiple custom fields by name which will reduce the number of API request needed to update multiple custom fields
We have added a new storage option under the integration section called S3 storage. it is working with AWS S3, backblaze, digital ocean and all s3 compatible cloud storage
Webchat update: collect user ip, country, region, city, browser, platform, device type, referrer, landing page
We have added several data points to be collected from users by webchat: collect user ip, country, region, city, browser, platform, device type, referrer, landing page
You can access these inside the flow builder under the user system field; webchat user data
We have added the button "Try Generate by AI" to the JS node. Generate JS by AI
This will only work if you have your OpenAI account connected under your workspace integrations. Once done you can give a prompt and see the code being automatically added to the code block;
We have added a Clear button in the integration section to let you easily clear any login values on any of the integrations. This will allow you to clear with a single button press instead of needing to manually remove all data first then press save
We have added a new trigger under the automation section that allows you to also trigger automations whenever a person shares one of your regular Instagram posts
With the arrival of ChatGPT we also introduced the AI live chat asisstant. AI assistant
With this new feature you can get suggestions from ChatGPT about what your next reply could be. Very useful if users are asking about topics outside of the business setting
With this update, you will be able to track exact which ads the user is coming from, and also, you can redirect the user to different automation depending on which ads they are coming from.
Now you can easily set up your business hours in the ecommerce -> settings, and use this new business hour condition check in all the channels we support.
1. Select how many days of free trial they can offer
2. Offer free trial for new user or every new created workspaces.
More details here: https://uchat-com-au.atlassian.net/wiki/spaces/UKB/pages/688881665/Partner+free+trial+option https://www.youtube.com/watch?v=2ySxPEzWJ-Q
With this update, UChat partners will be able to access all the customer's workspace under their custom domain to offer support.
More details here: https://uchat-com-au.atlassian.net/wiki/spaces/UKB/pages/687472641/God+mode+for+UChat+Partners https://www.youtube.com/watch?v=C9t7MffVqHc
You can connect your Stripe subscription products with your paid plan, UChat will automate the purchase and cancellation.
More details here: https://www.youtube.com/watch?v=Fq4E0TIISl0 https://uchat-com-au.atlassian.net/wiki/spaces/UKB/pages/687800321/Stripe+Billing+automation
Follow the best practice to build your omni channel funnels & follow ups:
- Ask for the user permission to send SMS or Email - Use action to opt-in the user for SMS or Email - Use condition to check opt-in status before sending SMS or Email - Set up email opt-out & SMS opt-out triggers, update the user opt-in status.
Support you to send audio message in live chat(both desktop & mobile app)
🔥 Updates:Support you to send audio message in live chat(both desktop & mobile app) 🚀 Now you can easily record and send & receive audio message in our live chat. supported both in mobile app and desktop.
- Create user/new workspace - Upgrade/downgrade the user's workspace to your own pricing plan - Add/remove addon - Enable/disable auto-renew - Set up webhook to listen to the below events in your custom domain
fix omni-channel create bot user from api issue, if phone is provided, then it will use whatsapp channel by default if the channel is not sent in the payload, "channel" is new key added, only available for omni-channel api.
Add GMB Name and GMB Place Id system field to GMB Bot
Add GMB Name and GMB Place Id system field to GMB Bot, if you have business in multiple locations, you can use this in the condition of the flow. Image 2022-07-21 at 10.12.03 pm.jpg228.92 KB
Add "Assign to agent" Action & "Live Agent Notification" Action
With these two actions, you can easily assign the conversation to your team members, and also send notification to them(support mobile apps, intercom, jivochat,slack, drift, front etc)
You can check our live chat settings in each channel.
By default, if the conversation isn't assigned to any agent, then it will send notification to all the team members.
Whoever replies first will get assigned conversation.
Add live chat auto pause time settings in the flow settings
Now you can set up your own pause automation time in the flow settings.
By default, it's 30 mins. Also for the live chat integration, once the agent reply, it will pause the automation, and also use this default time. Image 2022-07-22 at 2.43.38 pm.jpg61.74 KB
Add min_score and fallback_to in dialogflow dynamic response json
if min_score is set, then it will check the min_score with confidence score.
if confidence_score < min_score, then it will not process the content. if the fallback_to is set, then it will process fallback_to (similar to goto, can use node_ns, sub_flow_ns, or node name), otherwise, do nothing
Line Channel: use replyToken for the first message sent
This is an update about the Line channel.
Thanks to the suggestion from Winho!!
Before the update, we were using "push" to send all the message. Winho mentioned that this can cost their "push message" quota and suggested we can send message by using the replyToken, which means that, using "reply" instead of "push". This can save a lot consumption of "push message" to their Line account.
Now the system will use the replyToken to send the first message. For example, a user sends "hi". If you have 2 messages to respond to this greeting. The first one will be sent using "reply" and the second one (all the rest) using "push".
This can somehow save your "push" messages amount in your Line account.
Partner Plan: show only selected templates & mini-apps in custom domain
This is an update about Agency Settings for Partner Plan subscribers with credit billing enabled.
Before the update, all templates and mini-apps in the UChat template/app store will show in your custom domain for all your clients. Now you can choose to show or not show each one of the templates and apps.
To manage the settings, go "Agency Settings" on your dashboard, then "Templates" or "Mini-Apps":
Partner Plan: templates created inside custom domain will be only available for custom domain users
This is an update about Partner / Agency / Agency Plus.
Before the update, templates created from a workspace under your custom domain will be all added to the UChat public template store and all UChat users can install it.
Now, templates created from a workspace under your custom domain, will not be added to UChat public template store. Only users under your custom domain can access it.
You can find this action under "Advanced actions", and after using this action, user_name first_name, last_name, gender, locale, language, timezone, image will be updated. image (37).png27.48 KB
Add the update order status, you can update the order by ID, and also you can set the status to paid/ordered/processing/shipped/completed/cancelled/Refunded
Send WhatsApp & Telegram Notification in the Action Step!!
This is an update about Action Step - Notification.
Before the update, you are able to send SMS, Voice, Email and Slack Notifications.
Now you can also send WhatsApp and Telegram notifications!!
In an action step, select "Notification":
https://i.imgur.com/suLMYaz.png
WhatsApp Notification:
Select a sender from the "From Phone Number" list. A valid sender must have a WhatsApp bot connected to it in the same workspace.
Besides, the receiver must be an existing bot user in the WhatsApp bot, plus, within the 24 hours window. Otherwise, the action fails.
https://i.imgur.com/Ea3kEan.png
Telegram Notification:
The same applies to Telegram notification. You must have a Telegram chatbot in the same workspace to send out a Telegram notification. And the receiver must be an existing bot user.
You can search a receiver in the Telegram bot by their Telegram User Id, User Ns, Email or Phone Number.
Manage One-time Link for Templates (both in workspace & via API)
This is an update about Templates - One-time Link.
Before the update, the one-time link for a template is actually the same as a permanent shared link. The difference is the template turns from "shared" to "private" after one installation.
Now you can manage different one-time links for each sharing and you are able to track the status of the installation. Available status: "Available", "Installed" and "Expired".
You can manage your one-time link either: - manually in your workspace or - automatically via APIs
For manual management, on your dashboard, go "My Contents" - "My Bot Templates", select a template and the drop-down menu will show like this:
Click on 4 in the above screenshot to get the "Template Ns", the id of this template for API usage. Click on 5 in the above screenshot to generate a one-time link for this template:
Edit expiration duration and click "Generate New Link". This link will be added to the list and the status will be "Available" in the beginning. When the link is used and the template is installed, the status changes to "Installed". If the template is not installed within the duration, the status goes to "Expired".
Wherever you need to display a media, a "Select Media" window will show.
Under the "Upload Your File" tag, you can select media from your computer and all those uploaded media go to the "Library" tag. So that from now on you can pick the media in the library instead of uploading it again.
UChat just add a new feature to allow you to delete media in the library. Simply hover over the media and a red delete button will show, click on the button to remove this media from the library.
Switch Bot/Flow Feature available in All channels now!
Yesterday we added a new feature about switching bot/flow between different phone numbers in WhatsApp, SMS and Voice.
The feature is now available for all channels! But there is a difference to mention:
WhatsApp, SMS and Voice channel are using users' phone numbers for user_id (user identification), so there is no conflict when you switch a bunch of users from an old number to another phone number.
However, channels like Facebook are using user_id to identify users and each user_id is unique only under this page, it's not unique in the whole Facebook. If the user is switched from one Facebook page to another Facebook page carrying the old page user_id, conflicts might appear.
Therefore, all bot users will be removed to avoid conflicts.
UNLINK:
when you unlink a bot (not in WhatsApp, SMS or Voice), your bot users are kept in the flow.
LINK:
when you link a bot (not in WhatsApp, SMS or Voice), all bot users in the flow are removed.
Switch Bot/Flow between Phone Numbers (WhatsApp, SMS & Voice)
Before the update, if you need to move a flow from no/one number to another, you will need to publish the old flow to be a template then install it to the new numbers. In that way, bot users in the old flow are not moved to the new number. Only the flow is moved.
Now you can easily switch flow between numbers, all bot users are moved together with the flow and settings.
Simply, click on the unlink button to disconnect the flow with the number and click on link button, then choose a standalone flow to link the flow with the number:
External Request Update: send file as parameter in API calls
This is an update about the External Request in the Action Step.
You can include a file itself in the API calls instead of the URL link of the file.
In the External Request, go Body, multipart/form-data and you will see an Upload Files section. Put a file direct link here to include the file itself in the parameter. You can put the link you get from a Question Step here. (Please note that the file URL link from a Question Step is only valid for 24 hours) image.png45.51 KB
1) inputs in Auth section - Api Key type 2) client id, secret, access token, refresh token, etc in Auth section - OAuth v2 type 3) inputs of actions in Actions section
2. Dynamic Source invalid in One Time Url - 2. Web Forms - Inputs
When you go setting the inputs of web forms in a one-time URL, dynamic source won't work here.
3. the drop-down list only loaded when first click "edit action"
In the chatbot flow, when you create a new action of the Mini-App, and first click "Edit Action", the system will do an external request and generate the drop-down list based on the current value in the fields. If you change the parameter e.g. the value in Auth inputs, the drop-down list won't be re-fresh, please delete the action and create a new one.
Before the update, you can duplicate only one step at a time. Now you can select multiple steps and duplicate them.
Please note that,
- after copying multiple steps, you can only paste once. copy again for another paste - where can I paste the steps? (1) to the same bot/flow (2) to the different bot/flow but the same channel (associate custom fields will be created automatically) (3) to different channels (unsupported features will be removed)
- subflow template supported (installed subflow goes to a folder) - template configuration added: viewable, editable, version number (only for subflow template) - install template from different channel - interface changed
Before the update, there are NOW, TODAY system fields that refer to the current time/date of the users (if they have a timezone in their profile, otherwise based on workspace's timezone).
Now a new system field is added called BOT_CURRENT_TIME. This one is the current time based on the workspace's timezone.
This is an update about the preview feature in all channels which support preview (Facebook, Telegram, WhatsApp, Line and Viber)
When you click the "Preview" button, there will be a QR code generated, you can click "Open in XX" to talk to the bot in the website/desktop application or scan the code with your camera or according phone application.
Dynamic Quick Reply in Send Message Step Now Available
This is an update about Send Message Step.
Before the update, you will need to list all the quick replies yourself but now, by selecting a JSON variable, your chatbot can list the quick replies from the JSON variable for you:
Please note that these replies expire in 30 minutes.
Dynamic Quick Answer in Question Step Now Available
This is an update about Question Step.
Before the update, you will need to list all the quick answers yourself but now, by selecting a JSON variable, your chatbot can list the quick answers from the JSON variable for you:
We add a new way for you to auto cleanup bot users. You can cleanup bot user when reached bot user limit or time interval.
For example, set up the cleanup to 90 days and the bot will automatically remove users who haven't interacted with your bot over 90 days.
These cleanup conditions are checked once per day, not in real-time.
Alternatively, for more customized cleanup conditions, we suggest you use a datetime based trigger to do a regular check and in the workflow, setup your own condition like only clean guest user or user without contact information, etc.
Now each message sent by the bot has a little drop-down button, click on it to "Resend Message" or navigate to the step to edit the step, do your improvement in a more convenient way.
When you check error log, you can see which step in which subflow went wrong, before the update, you will need to navigate to the step yourself. Now by simply click on the step name, you will jump to the step right away.
When you click on the "Response Headers", a list of hearer information will show. Now the hearer information is all clickable. For example, in the screenshot below, you can click on the "Response-Code: 200" to get its path "$H['Response-Code'] and save the value "200" to a variable for later usage.
Hello guys! An update for u about importing uses in WhatsApp.
From now on, please always add a "+" sign in front of a phone number when you create bot users in the WhatsApp channel. The system will remove the "+" for u automatically when creating user_id. It doesn't matter you are creating via API, the create button or import bulk data(csv file).
Besides, when u create via API, only phone value is needed now.
Human agent Tag added for Facebook Messenger Channel
Now with the new tag added, you can reach out to customer within 7 days window. Don't abuse it, you need to comply with Facebook messenger policy, other you might put your page at risk.
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