Feature Requests

We need a supported server-to-server Partner API endpoint, authenticated with X-ACCESS-TOKEN, to set an AI Agent as the account Default Agent after installing a Template Store template. Suggested endpoint shape: POST /agents/{agent_id}/set-default?account_id={account_id} (or any equivalent Partner API endpoint) Current problem: Template Store install can create/copy the agent successfully and return the new agent_id. However, the copied agent is not used by the account until someone manually opens the Chatrace UI and clicks: AI Center > agent menu > Set as Default Agent. The internal browser call exists: POST /php/user.php param={"op":"ai","op1":"agents","op2":"set-default","data":{"id":"AGENT_ID"},"pageName":"ai","page_id":"ACCOUNT_ID"} But that internal call requires logged-in browser session cookies and does not work with the Partner API X-ACCESS-TOKEN. Why this matters: This blocks fully automated whitelabel onboarding. A whitelabel server can create the account, connect the AI provider, install the template, and update the copied agent prompt, but cannot make that copied agent the active/default one without manual UI work. Real production impact: In our whitelabel account, this caused a real business account to keep answering from an old fallback flow instead of the configured AI agent, even though the agent existed and had the correct prompt. Related note: Template-installed agents can also carry a model that is not in the target account allowedModels list, which causes silent no-reply behavior. But this request is specifically for the missing server-to-server default-agent endpoint.

feature request to add google gemni Ai to support as build-in like OpenAi. Open AI some text is still wrong for Burmese language. Same prompt but Gemini is 100% working for Burmese language.

Hi, Currently, in order to see changes in the pipeline, such as a lead moving from one column to another, I have to refresh the page manually. This makes it difficult to maintain a smooth workflow and track leads in real time. Please update the system so the pipeline refreshes automatically in real time, without needing to manually refresh the page, including leads moving live between columns. Thank you.

Hi, Currently, the pipeline includes several filters, such as assigned representative, status, priority, and more. It would be very helpful to have the option to save a specific set of filters as a preset, give it a name, and then easily enable or disable it with one or two clicks. This would allow us to quickly switch between different working views without having to configure the filters again each time. Thank you.

Currently, each incoming message triggers the flow. This creates two main issues: Conversations feel unnatural when users send multiple consecutive short messages. Unnecessary token and resource consumption when using AI assistants. Feature Request: Add a native buffer component that: Groups user messages based on either a configurable time window or a configurable number of messages. Only after the condition is met (time or message count), the flow is triggered with the aggregated messages. Configuration options: Time-based mode: e.g., wait 5 seconds before sending the batch of messages into the flow. Count-based mode: e.g., group 3 messages before triggering the flow. Value: Keeps conversations more natural without interrupting the user. Optimizes token usage for assistants. Mitigates risks of fragmented or consecutive user input. Example: User sends: “Hi” “I need help” “With my order #123” → Instead of triggering three separate flows, the buffer would send one combined message: “Hi. I need help. With my order #123.”

I would like to submit a feature request for the chat/messaging module. Currently, it can be difficult for contacts to know exactly who they are interacting with during a conversation. We would like the ability to display a specific identifier on every chat bubble to show who is answering the user's message. Ideally, it would look something like this: If an admin responds: Display the specific admin's name before the message (e.g., “Sarah: How can I help you today?”). If the chatbot responds: Display a bot identifier (e.g., “AI Assistant: How can I help you today?”). This would greatly improve transparency and the user experience for our customers. Is this something currently possible through a workaround, or can it be added to your product roadmap?

Currently, Admin Notifications are enabled globally. This means that when a contact enters a pipeline, an email notification is sent, and there is no way to disable only that specific notification while keeping notifications for other important pipeline stages. It would be very useful to have granular control over Admin Notifications at the pipeline stage level. Example: ✅ Notify when a contact reaches "Appointment Scheduled" ✅ Notify when a contact reaches "Qualified Lead" ✅ Notify when a contact reaches "Closed Won" ❌ Do not notify when a contact initially enters the pipeline This would allow users to reduce notification noise while still receiving alerts for the stages that matter most to their business process. Thank you!

I want to set up a rule to be triggered 2 hours after the user's Last Interaction. But there is no option for "Last Interaction" in Date/Time-based trigger. Right now, if I am asking for the user's phone number of any other user input, and if the user doesn't provide that information and comes back after 7days regarding something else that User Input still remains pending. So, I want to make a rule to prevent that instead of placing a Delay after every User Input plugin. But I am unable to do it because currently, there is no option of "Last Interaction" in Date & Time-based trigger.