Timeline
The Timeline view shows all activity logs among leads, admins, and the AI agent. It provides a comprehensive history of all interactions and actions taken during the loan application process.What’s Logged
The Timeline logs:- Email and SMS messages: All inbound and outbound communications
- Agent tools results: Results from tools the agent uses (see Tools)
- Follow-up messages: Scheduled and sent follow-up communications
- System messages: System-generated notifications and updates
- Document uploads: When documents are received and processed
- Checklist updates: When checklist items are completed or updated
- Action logs: All agent actions and their outcomes
Viewing Timeline
Access the Timeline from:- Lead detail page: View timeline for a specific lead
- Dashboard: See recent activity across all leads
Timeline Features
- Chronological view: All activities shown in order of occurrence
- Filtering: Filter by activity type, date range, or participant
- Search: Search for specific activities or keywords
- Export: Export timeline data for reporting
Action Logs
Action logs provide detailed information about:- Action type: What action was performed (message, tool call, etc.)
- Status: Whether the action completed successfully or failed
- Input/Output: What data was sent and received
- Timing: When the action was scheduled and completed
- Agent information: Which agent performed the action