Contact Timeline and Activity Log
Every contact in WRRK has a timeline that records all interactions chronologically. This gives your team complete context before reaching out.
What Appears in the Timeline
The timeline automatically captures:
- Emails — Sent and received emails with subject lines and snippets.
- WhatsApp Messages — Message previews with timestamps.
- Phone Calls — Call logs with duration (if telephony is integrated).
- Notes — Manual notes added by team members.
- Deal Changes — When a deal associated with this contact changes stage.
- Tasks — Task creation, assignment, and completion.
- Form Submissions — If the contact submitted a web form or chatbot conversation.
Adding Notes
- Open a contact's detail page.
- In the timeline section, click Add Note.
- Type your note. You can use basic formatting (bold, italic, lists).
- Click Save. The note appears in the timeline with your name and timestamp.
Filtering the Timeline
Use the filter dropdown above the timeline to show specific activity types:
- All Activities
- Emails Only
- WhatsApp Only
- Notes Only
- Deal Changes Only
Team Collaboration
Any team member with access to the contact can see the full timeline. This means:
- Handoffs are seamless — the next person has full context.
- No information is lost when team members change.
- Managers can review interaction quality.
AI Summary
At the top of the timeline, AI generates a brief summary of the relationship:
- Last interaction date and channel
- Overall sentiment trend
- Key topics discussed recently
- Suggested next action
This summary updates automatically as new interactions occur.