Conversations - Activity Cards

We are thrilled to introduce a feature that redefines how users interact with our platform—Activity Cards. This innovative addition is your window to a consolidated view of essential updates, designed to streamline your experience and empower you with real-time insights. They empower users to stay up to date on critical changes in real-time. No more delays, or navigating to different modules. The impact is real-time awareness that enhances your decision-making capabilities.

These cards bring the action to you. You can respond, edit, and manage opportunities, appointments, contact preferences, and invoices, all without the hassle of shifting from one panel to another. The result is a more streamlined, efficient, and effortless user experience.

1. 1Opportunities Activity cards are populated as soon as a new opportunity is created, updated, or deleted. It ensures you are aware of potential leads from the very inception, keeping you perpetually in the loop. With a simple click on 'View Opportunity' within the card, you can dive right in and make real-time changes, right from where you are.

Communication preference logs Preference status updates are logged in the conversation thread to improve context. This includes updates initiated by the contact and updates made by a user.

1. 1Appointments Anytime an appointment is created, rescheduled, or even canceled, you'll find an activity card in the conversation panel. This feature is designed to keep you perpetually updated without the need to juggle multiple screens. By clicking 'View Appointment' within the card, you can seamlessly edit the appointment details, all while staying rooted in the conversation panel.
2. 2Do Not Disturb (DND) Activity cards notify you the moment a contact is marked as "Do Not Disturb" or is removed from the DnD list. These cards provide clarity and keep you informed about the current contact preference.

DND Attribution in Activity Cards

Adaptive AI shows who triggered a DND status change in Conversations:

Use the “ by ” value to understand the source of the change:

This applies across all channels and requires no setup.

1. 1Invoices Whether an invoice is sent to a contact or payment is received, the relevant activity card will pop up. With a simple click on 'View Invoice,' you'll be seamlessly redirected to a new tab where you can explore the detailed invoice.