Activity Timeline: See Every Interaction with a Contact in Chronological Order
The activity timeline on every contact record shows every call, chat, SMS, and note in chronological order so your team has full context before reaching out.
How It Works
Every interaction with a contact — call, chat, SMS, note, form submission — is logged automatically and displayed on the contact's timeline in reverse chronological order. Click any event to see full details.
- Calls with transcript and summary
- Chat conversations by channel
- SMS threads
- Manual notes
- Form submissions
- Reverse chronological order
- Click to expand any event
Who Uses This
Sales follow-up
Review the full conversation history before a follow-up call so you start from where the last interaction ended.
Customer service
See every previous complaint, request, and resolution before responding to a new message.
Team handoffs
A new team member can review the full timeline to get up to speed on a contact without asking colleagues.
Frequently Asked Questions
Does the timeline include calls handled by the AI receptionist?
Yes. Every AI-handled call is logged with its transcript and summary on the contact timeline.
Can team members add manual notes to the timeline?
Yes. Manually added notes appear alongside automated events in the timeline.