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Activity & tasks
Updated 2026-06-03

Where to find activity history on a deal

There's no single "Activity tab" anymore — activity surfaces where you need it, on the things you're already looking at. Here's the map.

Three layers of activity

Layer Where it lives What you see
Per-thread message log Right pane when a Thread is selected Every inbound + outbound on a conversation, plus AI events (classified, auto-completed, drafted-nudge), grouped chronologically.
Per-task history Right pane when a Task is selected What happened to this specific task — when it activated, who replied, when it escalated, when you marked it complete.
Audit trail (server-side) Internal Every state change is written to the audit log. Surfaced indirectly through the above two views; the raw log is admin-only.

Per-thread message log (most common)

This is what replaces the old "Activity tab → Messages filter" workflow.

  1. Open the deal.
  2. Click the Threads filter pill (or just any thread row on the All view).
  3. The right pane opens with the full message log: every send, every reply, every AI classification call, in order.

Each row tells you:

  • Who sent / received (icon + name)
  • When (relative time)
  • What happened (subject + first line, expandable to full body)
  • AI calls inline — when the classifier scored a reply, you see the score + the quote that triggered the score, in line with the message

Per-task history (less common but powerful)

Sometimes you want "what's the story on this one task" — not the whole thread.

  1. Open the deal.
  2. Click the Tasks filter pill, find the task, click it. (Or find it on the All view if it's overdue.)
  3. The right pane shows the task header + its action buttons + its history strip at the bottom.

The history strip lists:

  • When the task activated
  • When the drafter fired
  • Who it was sent to
  • Every reply that was classified against it
  • If it ended up blocked, when and why
  • Manual actions you took (mark complete, override block, skip)

AI-proposed completions

When the AI scores an inbound reply against a task and lands in the medium-confidence band, it doesn't auto-complete. Instead it surfaces a proposal under the Approvals filter:

  • The task it might be done
  • The quote from the reply
  • The confidence percentage
  • Confirm / Reject buttons

These used to pin to the top of the old Activity tab; they're now in Approvals so they live alongside outbound drafts awaiting your approval — one place for "things needing your decision."

Searching across activity

For now there's no full-text search across activity per-deal. If you need it, two workarounds:

  • Use the deal email address. Search your own Gmail for <token>@deals.buyerflo.com and you'll see every outbound + every reply, threaded by Gmail.
  • Use the ⌘K command palette on the workspace to jump to threads, tasks, or contacts by name.

What about the older "Activity tab" UI?

The old Activity tab was a single big chronological log of everything on a deal. The workspace took the same data and split it into the surfaces above — message logs live with the thread they're about, task history lives with the task. The reasoning: in practice almost every "what happened on this deal" question is really "what happened on this thread / task". Giving you the answer where you're already standing beats sending you to a separate tab.

If you're missing a global chronological view, email us — that may come back as an opt-in view depending on how often it's actually needed.