Viewing Activities

Activities in Statisfy represent every interaction between your team and your customers. They are automatically captured from integrated tools and displayed in a unified timeline.

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Activity Types

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Accessing Activities

You can view activities in several places:

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Activity Timeline

The timeline displays activities in reverse chronological order (most recent first). Each activity card shows:

• Type icon — Visual indicator of the activity type
• Title — Meeting subject, email subject, or ticket title
• Date — When the activity occurred
• Participants — People involved in the interaction
• Sentiment — AI-analyzed sentiment (positive, neutral, negative)
• One-liner — AI-generated brief summary

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Filtering Activities

Use the filters above the timeline to narrow your view: By Type: Filter to show only specific activity types (e.g., only meetings, only support tickets). By Date Range: Select a predefined period or set a custom date range. By Sentiment: Filter activities by their AI-analyzed sentiment to quickly find negative interactions. By Tag: Filter by tags applied to activities.

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Activity Detail View

Click on any activity to open its full detail view, which includes:

• Complete content (meeting transcript, email thread, ticket details)
• AI-generated fields (sentiment, key takeaways, one-liner)
• Attendees and participants
• Associated account and contacts
• Tags and comments

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Email Follow-up

After a call or meeting is processed, Statisfy automatically drafts a follow-up email for you — summarizing what was discussed, the key takeaways, and the agreed next steps — so you can reply to attendees in seconds instead of writing from scratch. To use it:

1. Open a meeting or call activity from a timeline, person page, or Dashboard > My Meetings.
2. In the activity detail view, open the Email Follow Up tab.
3. Review the AI-generated draft, then choose one of two options:

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Troubleshooting the follow-up email

Most issues come from how your browser and computer hand the draft off to your mail app. Here are the ones we hear about most.

I click Open Email Draft and nothing happens / no email opens

Your browser doesn’t know which application to open email links (mailto: links) with.

• Set a default mail handler. In Chrome, use the handler icon in the address bar, or go to Settings → Privacy and security → Site settings → Additional permissions → Protocol handlers and allow your webmail (e.g., Gmail) to open email links. For Outlook or Apple Mail, set it as your system default mail app (Mail → Settings → Default email reader on Mac, or Settings → Apps → Default apps on Windows).
• Use Copy instead. Click Copy, then paste the draft into a new email. This works regardless of your browser setup.

A new tab opens but the screen is blank

The draft opens in a new tab to hand off to your mail app. If the tab stays blank, the handoff didn’t complete — usually because no email app is registered, or the draft is very long.

• Confirm a default mail app or webmail handler is set (see above), close the blank tab, and try again.
• For long emails, the handoff can be truncated by your browser. Use Copy to grab the full draft and paste it into a fresh email.

I use multiple Chrome profiles or Google accounts

Chrome registers the email-link (mailto:) handler per profile. If Gmail is set as the handler in one profile but the link opens in another, the draft can open a blank compose window, land in the wrong Google account, or not open at all.

• Open Statisfy in the same Chrome profile where Gmail is set as your mail handler, then click Open Email Draft.
• Set the Gmail handler in each profile you use: in that profile, go to Settings → Privacy and security → Site settings → Additional permissions → Protocol handlers and allow Gmail to open email links.
• If a blank Gmail tab appears, check the account avatar in the top-right — if it’s the wrong account, switch profiles (or use Copy and paste into the right account).

The button is blocked or a popup is blocked

Some browsers block the new tab if popups are disabled for Statisfy.

• Allow popups for app.statisfy.com (click the popup-blocked icon in the address bar → Always allow), then click Open Email Draft again.
• Or use Copy to bypass popups entirely.

The draft opens with no recipients in the To field

This is expected. Open Email Draft pre-fills the subject and body only — it does not add recipients automatically.

• Type the recipients into the To field in your mail app before sending.
• Always review the subject and body too — you can edit them freely before sending.

The draft shows symbols like ** or - instead of formatting

Open Email Draft carries the message as plain text, so formatting marks (**bold**, - bullets, # headings) can appear as literal symbols in some mail apps.

• Use the Copy button instead — it copies the email with formatting preserved, ready to paste into Gmail, Outlook, or any rich-text editor.

Copy shows 'Failed to copy email follow up text'

Copying uses your browser’s clipboard, which can be blocked by browser permissions or unsupported in older browsers.

• Use a current Chromium-based browser (Chrome or Edge) and allow clipboard access for app.statisfy.com.
• Make sure you are on the Email Follow Up tab when you click Copy.

I don't see the Email Follow Up tab or the Open Email Draft button

The tab appears only for meeting and call activities from a connected source, and the draft is created after the meeting finishes processing.

• Confirm the activity is a meeting or call — emails, tickets, and Slack messages don’t have a follow-up draft.
• If the meeting was recent, processing may still be in progress. Check back a few minutes after it ends.

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Activity Count and Engagement

The activity timeline shows the total count of activities matching your current filters. Use this to gauge engagement levels — accounts with declining activity counts may need proactive outreach.