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This page covers the four most common ways to work with an individual activity from its detail page or timeline card:
  • Reassign the activity to a different customer account
  • Edit fields (standard, Statisfy, and CRM-synced)
  • Share a public link to the activity
  • Create a clip (trim a portion of the meeting recording)

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Opening the Activity Detail Page

Click any activity card in a timeline to open its detail page. The detail page lives at: 
/book/{customer_id}/activity/{activity_id}
The page is organized into sections — Details, Summary, Recap, Fields, Clips — that you switch between using the buttons at the top of the page. The current section is reflected in the URL’s show= parameter, so you can deep-link or bookmark a specific view (e.g., ?show=fields lands directly on the field editor).
For meeting and call activities, the detail page also includes an Email Follow Up tab with an AI-drafted follow-up email you can open or copy. See Email Follow-up.

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Reassign an Activity to a Different Customer

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Who Can Reassign

  • Admins in your Statisfy organization, or
  • Participants on the activity (e.g., on the meeting invite, copied on the email)
If neither applies, the controls below are not visible to you.

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From the Activity Detail Page or Timeline

  1. Open the activity (or hover over its title in a timeline)
  2. Click the pencil icon next to the customer name on the activity title
  3. Search for the customer. Your book of business is listed first; type to search the rest of the org
  4. Pick the customer and click Save
The change is immediate — the activity moves to the new customer’s timeline. Other team members see the updated customer on their next page refresh.
Reassigning only moves that one activity. Domain-based attribution rules going forward are unchanged — if the same kind of meeting keeps landing on the wrong customer, ask an admin to review the domain configuration in the Object Manager.

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Applying a Person’s Customer Change to Past Meetings

When you edit a person on the People page and change their customer association, Statisfy prompts you to apply the change to that person’s recent past meetings:
  • Past 15 days — recent re-attribution (default for most cases)
  • Past 90 days — broader cleanup
  • All time — full retroactive remap; use sparingly
  • Don’t apply — only the person’s record changes
If you confirm, the backfill runs in the background and affected meetings update within a few minutes.

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Admin: The Meetings Sub-Tab

Admins have an additional view at Settings → Meetings that lists every meeting in the organization, including ones with no customer attached (e.g., new attendee domains). The view is split into three tabs:
TabWhat it shows
Customer MeetingsMeetings already attributed to a customer account
Unmapped External MeetingsMeetings with outside attendees whose company isn’t linked to any customer yet — the most common cleanup queue
Unmapped Internal MeetingsInternal-only meetings that aren’t attached to a customer
In any tab you can:
  • Filter by date range, owner, or attendance
  • Toggle Skip customer type to include meetings on unmapped domains
  • Reassign individual meetings to the correct customer account using the pencil icon on each row
Work through the Unmapped External Meetings tab periodically — assigning those meetings to the right accounts keeps timelines, health scores, and reports complete.

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Edit Activity Fields

The Fields section of the activity detail page lets you edit metadata directly on the activity, grouped by source. To open it, either click Fields in the section bar at the top of the activity, or load the page with ?show=fields in the URL. Fields are organized into three collapsible groups:
GroupWhat it containsEditable?
Standard FieldsBuilt-in fields that ship with every activity (title, date, type, owner, etc.)Where supported
Statisfy FieldsCustom fields your admin defined under Object Manager → ActivityYes (if not read-only)
FieldsFields synced from Salesforce, HubSpot, or another connected CRM, grouped per sourceRead-only — edit in the source system
Click into a field to change its value. Saves are immediate; there is no separate Save button.
Read-only fields appear with a lock indicator. Statisfy fields that the admin has marked non-editable in Object Manager fall into this category, as do all fields synced from a CRM.
For AI-generated fields (sentiment, one-liner, key takeaways), see Activity AI Fields — those have their own override flow with a reason prompt.

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Share an Activity Publicly

For meetings, the activity detail page header shows a Share button next to the title. Clicking it generates a secure public link and copies it to your clipboard. Recipients do not need a Statisfy account. Shared links include the meeting title, date, summary, key takeaways, and sentiment. They do not include internal comments, tags, or account health. Links expire after a period set by your admin and can be extended from the same Share dialogue. See Activity Sharing for the full Share flow, including link expiry, extension, and what recipients see.

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Create a Clip (Trim a Meeting Recording)

For meetings with a video recording, the activity detail page header shows a scissors icon next to the Share button. This lets you create a clip — a trimmed portion of the recording you can save and share separately from the full meeting.

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Creating a Clip

  1. Open the meeting’s activity detail page
  2. Click the scissors icon (tooltip: “Create Clip”) next to the title
  3. You’ll be taken to the clip editor at /clip/{activity_id}
  4. Drag the start and end markers on the video timeline to select the portion you want
  5. Add a title and an optional description
  6. Save the clip
The clip is processed in the background. Once it’s ready, it appears in the Clips section of the meeting (also accessible at ?show=clips on the activity URL).

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Viewing and Sharing Clips

Open Clips on the meeting’s detail page to see every clip created from that recording. Click a clip to play it in the in-app player. Each clip has its own public share link, so you can send a specific moment from a meeting without sharing the full recording.
Clips are ideal for sharing customer quotes with internal teams (e.g., “here’s exactly what the customer said about the new pricing”) without the recipient sitting through a 45-minute call.

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What Gets Updated When You Reassign

When an activity is reassigned to a different customer:
  • The activity moves to the new customer’s timeline and is removed from the previous one
  • Reports, dashboards, and health calculations pick up the change on their next refresh
  • Sentiment, summary, and AI fields on the activity itself are not recomputed — only the customer attribution changes
If you need the AI-generated content to reflect the new customer context, contact your admin or support@statisfy.com.

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Troubleshooting

Either (1) you are not an admin and not a participant on this activity, or (2) the activity type does not support reassignment (for example, system-generated activities).
Refresh the page. The change is immediate on the backend, but timeline views cache the previous result for a few seconds.
Both controls are scoped to meetings. Share appears on every meeting; the scissors (Create Clip) only appears on meetings that have an attached video recording. Emails, tickets, surveys, and manual activities do not have either control.
CRM-synced fields can only be changed in the source system (e.g., Salesforce, HubSpot) — they sync back to Statisfy on the next pull. For Statisfy fields, ask your admin to update the field’s editability in Object Manager → Activity.