Interaction History

Interaction History creates a complete, searchable timeline of every touchpoint with each customer. Every email sent and received, every phone call logged, every meeting scheduled, and every note captured appears in chronological order. Click any interaction to see full details. No more hunting through email archives or asking teammates what happened.

Automatic email sync captures all correspondence without manual logging. When a team member emails a contact, that message appears in the timeline instantly. Replies, forwards, and attachments are all preserved for future reference. Integration with Gmail, Outlook, and other email providers makes this completely hands-free.

Call logging captures who spoke to whom, when, for how long, and what was discussed. Manual call logs let reps add notes after conversations. Automatic call tracking via phone system integration logs calls without any user action required. Recordings and transcriptions attach to call records for complete context.

Meeting notes and outcomes sync from calendar integrations. When a meeting ends, the system prompts for a quick summary and next steps. These notes become part of the permanent interaction record, searchable and accessible to the entire team. Never forget what was promised or agreed upon in customer conversations.

Advanced search and filtering help you find exactly what you need from years of interaction history. Search by date range, interaction type, team member, or keywords. Filter to show only emails, only calls, or only notes. Export interaction histories for compliance, auditing, or analysis purposes. Your customer data becomes a valuable knowledge base instead of scattered records.