The contact timeline
Every interaction in chronological order.
3 min read Updated 2026-04-24
The timeline is the primary view on a contact: every touch this person has had with you, sorted newest first.
What appears on the timeline
- SMS, email, WhatsApp, IG DM, Messenger, web chat, calls
- Appointments booked, rescheduled, cancelled, attended, no-showed
- Form and survey submissions
- Pipeline AI stage moves
- OpenPay transactions — invoices, charges, refunds
- Tags added and removed
- Workflow events — "added to workflow X" / "workflow X completed"
- Manual notes from teammates