History and Guest Timelines
History shows everything that happened with a Guest in one place.
Instead of checking calls, SMS, and WhatsApp separately, you can open one Guest timeline and see the full conversation story.
Why it matters for your business
- Save money: reduce time spent searching across separate records.
- Work faster: review context before follow-up in seconds.
- Standardize service: the whole team sees the same Guest history.
- Delight every Guest: Guests do not need to repeat themselves.
What you see
For each Guest, History can show:
- channels used: voice, SMS, WhatsApp,
- latest activity,
- conversation count,
- estimated sent message costs,
- voice call details,
- transcripts, summaries, and analytics when available.
Step-by-step in the app
- Open History.
- Search or filter conversations.
- Click a Guest.
- Review the timeline in order.
- Open a conversation detail for transcript, summary, recording, or cost details.
- Use what you learn to update prompts, knowledge, or team processes.
Cost visibility
History may show estimated message costs and wallet charge information when available. Use those numbers for operational visibility. Billing and invoices remain the final commercial source.