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Video Tutorial

In this tutorial, you’ll learn how to add a manual activity to your account. This feature is useful for tracking and documenting your activities. Step 1: Navigate to your account. Account AI Timeline listing activities with sentiment, source, and date Step 2: View the AI timeline. This displays all the activities captured automatically. Account AI Timeline listing activities with sentiment, source, and date Step 3: Click on the + Add Activity button to add a manual activity. Account AI Timeline listing activities with sentiment, source, and date Step 4: Enter the activity title, notes, date, and attendees. Add Activity panel with title, meeting notes, date, and attendees fields For instance, let’s add a test activity. Add Activity panel with title, meeting notes, date, and attendees fields Step 5: Select the date for the activity. In this case, we’re selecting today’s date. Date picker open in the Add Activity panel Date picker open in the Add Activity panel Date picker open in the Add Activity panel Step 6: After adding the activity details, click Process Meeting. The system then displays an Activity Insights section with the sentiment based on the meeting notes. It provides a brief description and the reason for the sentiment. Step 7: If you’re satisfied with the details, click on the Save button. If you want to change the sentiment, update it and add some comments. Add Activity panel with title, meeting notes, date, and attendees fields Add Activity panel with title, meeting notes, date, and attendees fields Then, click on the Save button. Add Activity panel with title, meeting notes, date, and attendees fields Step 8: Once saved, the activity will appear in the timeline, sorted by date and sentiment. Account AI Timeline listing activities with sentiment, source, and date By clicking on the activity, you can view the details you’ve entered. And that’s it! You’ve successfully added a manual activity.