Understanding the Activity tab
Open any deal and click Activity. Everything that's ever happened on that deal — every message, every AI decision, every change, every action — is here, newest first, grouped by day.
What each row tells you
Each row has five visual elements:
- Icon — the kind of event
- 💬 purple speech bubble: email (inbound or outbound)
- ✨ blue sparkle: AI decision (classified a reply, auto-completed a task, drafted a nudge)
- ✏️ amber pencil: change (TC edited a field, addendum applied, contact added)
- 👤 green person: manual action you took (marked a task complete, dismissed, reopened)
- ⚙️ gray gear: system event (task activated, send queued, escalation fired)
- Time — when it happened
- Actor chip — You, AI, or App — removes ambiguity about who did the thing
- Headline — one-line description
- Expand arrow — click the row to see details
Filter chips
At the top: All · Messages · AI decisions · Changes · Manual · System. Each chip shows a count. Click to narrow. Useful:
- Messages when you want to see just the email thread without the noise
- AI decisions when you want to audit what the classifier did (confidence scores, quotes)
- Manual to find what you personally did on a deal
- Changes when hunting for a specific field change
Pending decisions pin to the top
If the AI proposes a task is complete but needs your confirmation, the proposal sits in a highlighted band at the top of the feed titled "Needs your decision". It shows the task, the quote the AI pulled, the confidence percentage, and two buttons: Confirm (flips to complete) or Reject (back to pending — AI is welcome to try again later).
Once you act, the card drops into normal chronological order.
Expanded row content
Messages — full body, subject, to/cc, attachments (with view + download chips).
AI classification / auto-completion — the quote from the reply that triggered it, confidence %, reason.
Addendum applied — a before → after table of every field that changed, plus a "Revert this change" button (two-step confirm).
Manual actions — whatever reason you typed when you did the action.
Cross-referencing with tasks
Clicking a task in NEXT 14 DAYS takes you to its thread on the Activity tab. Clicking a party name on the deal opens their message history. Everything links back.