Using the Activity Page to Track Emails & Calls

Activity Page

The Activity Page provides a centralized view of all your engagement efforts within Seamless.AI. Here, you’ll gain full visibility into your email and call activity, making it easier to track performance, analyze interactions, and follow-ups.

‍

Within this tab, you can monitor engagement metrics like:

• Sent Emails – Total emails sent from Seamless.AI
• Received Emails – Replies received from contacts
• Opened Emails – Emails that have been opened by recipients
• Replied Emails – Emails that have received a response
• Outbound Calls – Calls made through Seamless.AI
• Answered Calls – Calls successfully connected
• Positive Call Dispositions – Calls marked as a positive interaction
• Unsubscribes – Contacts who opted out of communication

This section is collapsible, allowing users to expand or hide the engagement metrics panel for a more focused view of their Activity Dashboard

Viewing and Customizing Your Activity Dashboard

Your Activity Dashboard logs every email and call, providing detailed insights into your interactions. Each row represents an engagement, and you can fully customize the dashboard to prioritize the data that matters most to you.

‍

Users can view and adjust columns to display:

• Contact Name – The person engaged with
• To Email – The recipient’s email address (for email activity)
• Date & Time – When the interaction took place
• Engagement Type – Whether the activity was a call or email
• Title & Company – The contact’s job title and company name
• Direction – Whether the call/email was Inbound or Outbound
• Engagement & Contact Status – Interaction results or next steps
• Subject & Body – Email subject and message content
• Scheduled Time – When the activity was scheduled to take place
• Disposition – Call outcome (e.g., voicemail left, follow-up needed)
• User – The Seamless.AI user who performed the action
• Phone & Email Details – Including From/To Phone, From Email, CC/BCC recipients
• Call & Email Performance – Number of opens, replies, call duration, voicemail drops
• Recording (if enabled) – Access to call recordings
• Sentiment – Classification of response as positive, neutral, or negative
• Call Script (if used) – The script associated with the call
• Notes & Activity Description – Additional details logged during or after the engagement

To customize your dashboard layout, click the chart icon on the right-hand side. From here, you can:

• Rearrange columns by dragging them into the desired order.
• Check or uncheck columns to add or remove them from view.
• Click Save to apply changes or Reset to restore the default settings.

Taking Action on Logged Activities

‍

The Actions Column within the Activity Dashboard allows users to quickly respond to previous engagements without leaving the tab. Quick follow-up actions ensure no opportunity is missed.

• Follow-up – Click the email or call icon to send a follow-up or to engage on the same channel.
• Switch Engagement Types – Click the three-dot menu to take a different action (e.g., sending an email after a call).

Filtering and Searching Through Activity

To find specific interactions, users can search or filter their activity records.

• Use the search bar to locate a contact or specific engagement.
• Click the funnel icon next to the search bar to open filtering options.
• Apply filters for:
  
  • Contact Name
  • Activity Date
  • Engagement Type (Call or Email)
  • Job Titles & Companies
  • Engagement Status
  • Contact Status
  • Subjects & Users

This feature allows for quick access to past interactions, helping users manage ongoing outreach.

Manually Logging Activity

‍

For engagements that take place outside of Seamless.AI, users can manually log activities by clicking "+ Log Activity" in the top right corner.

When logging an activity, users can:

• Select Call or Email as the activity type.
• Choose the Direction (Inbound or Outbound).
• Set the Date & Time of the interaction.
• Assign the activity to a specific contact.

Email Activity

For Email Activities, users can input:

• Sender & Recipient Email Addresses
• Email Subject & Body Content

Call Activity

For Call Activities, users can input:

• Phone Numbers (Inbound or Outbound)
• Call Notes or Scripts Used
• Disposition (e.g., Left Voicemail, Follow-up Required)
• Sentiment (Positive, Neutral, or Negative Response)
• Call Duration

‍

Once details are entered, clicking "Save Activity" the record is stored in the Activity Dashboard for tracking.