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.
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