> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing Activities

> Browse and filter customer activities including meetings, emails, support tickets, surveys, and Slack conversations.

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.

### Activity Types

<CardGroup cols={3}>
  <Card title="Meetings" icon="calendar">
    Calls and meetings recorded via calendar integrations or conversation intelligence tools.
  </Card>

  <Card title="Emails" icon="envelope">
    Email threads synced from your connected email account.
  </Card>

  <Card title="Support Tickets" icon="headset">
    Tickets from Zendesk, Freshdesk, Intercom, or other support integrations.
  </Card>

  <Card title="Surveys" icon="clipboard-list">
    Survey responses from NPS, CSAT, and custom surveys sent through Campaigns.
  </Card>

  <Card title="Slack Conversations" icon="hashtag">
    Messages from shared Slack channels connected through the Slack integration.
  </Card>

  <Card title="Campaign Emails" icon="bullhorn">
    Emails sent through Statisfy Campaigns, showing campaign name, subject, and recipient count per account.
  </Card>

  <Card title="Chat" icon="comments">
    Chat conversations from integrated messaging platforms.
  </Card>

  <Card title="Manual Activities" icon="pen">
    Activities manually logged by your team. See [Add Manual Activity](/activities/add_manual_activity).
  </Card>
</CardGroup>

### Accessing Activities

You can view activities in several places:

| Location                       | What It Shows                               |
| ------------------------------ | ------------------------------------------- |
| **Account Detail > Timeline**  | All activities for a specific account       |
| **Person Detail > Activities** | All activities involving a specific contact |
| **Dashboard > My Meetings**    | Your upcoming and past meetings             |
| **Dashboard > My Emails**      | Your recent email threads                   |

### 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

### 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.

<Tip>
  Combine filters to create focused views. For example, filter by "Support Tickets" + "Negative Sentiment" to quickly identify accounts with unresolved issues.
</Tip>

### 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](/activities/activity_ai_fields) (sentiment, key takeaways, one-liner)
* Attendees and participants
* Associated account and contacts
* Tags and comments

### 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:

| Button               | What it does                                                                                                                                                                                                                                                                         |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Open Email Draft** | Opens a new draft in your computer's **default email app** (Gmail, Outlook, Apple Mail, etc.) with the **subject and body pre-filled**. Add your recipients, review, and send from your own mail client. The draft body is plain text — for a formatted email, use **Copy** instead. |
| **Copy**             | Copies the formatted follow-up text to your clipboard, so you can paste it into any email tool, CRM, or document.                                                                                                                                                                    |

<Note>
  The **Email Follow Up** tab appears only for **meeting- and call-type activities** that have a recording or transcript. It won't show on emails, tickets, or Slack activities.
</Note>

<Tip>
  **Open Email Draft** hands the draft to *your* mail application — the email isn't sent automatically; you review and send it yourself. This keeps the message in your own sent folder, threaded under your address.
</Tip>

#### 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.

<Accordion title="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.
</Accordion>

<Accordion title="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.
</Accordion>

<Accordion title="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).
</Accordion>

<Accordion title="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.
</Accordion>

<Accordion title="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.
</Accordion>

<Accordion title="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.
</Accordion>

<Accordion title="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**.
</Accordion>

<Accordion title="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.
</Accordion>

<Warning>
  The **Copy** button is the most reliable fallback — it works in every browser and email tool. If problems persist, contact support with the activity link and a screenshot.
</Warning>

### 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.

<Note>
  Activities are synced automatically from your connected integrations. New activities typically appear within a few minutes of occurring.
</Note>