How to view contact activity

Every contact in DealerAI has an activity timeline that shows their complete interaction history — messages, appointments, sequence enrollments, and vehicle interests. Use this to understand a customer's journey before engaging with them.

View the activity timeline

Go to Contacts from the sidebar.

Find and click the contact you want to review.

Select the Activity tab in the contact detail view.

Scroll through the timeline to see all recorded interactions.

What the timeline shows

The activity timeline displays events with icons indicating the type:

Icon	Activity Type	Example
Chat bubble	Conversation	"Chat started via Webchat"
SMS	Text message	"SMS sent: Follow-up sequence step 2"
Email	Email	"Email delivered: Vehicle comparison"
Car	Vehicle interest	"User interest in 2024 Honda CR-V detected"
Calendar	Appointment	"Test drive booked for Dec 15"
List	Sequence	"Enrolled in Follow-Up Sequence"

Read the timeline effectively

Events are shown in reverse chronological order (most recent first).
Each entry includes a timestamp and a brief description of what happened.
Message delivery statuses are tracked (sent, delivered, failed).
Vehicle interests are captured automatically when the AI detects a preference.

Use activity for context

Before reaching out to a contact, review their activity to:

See what vehicles they asked about
Check if they've already been contacted recently (avoid over-messaging)
Understand which channel they prefer (where they respond most)
Verify if they have an upcoming appointment

The activity timeline is read-only — it's an audit trail of system events. To add your own notes to a conversation, use the Conversation Notes feature.

Tips

Check activity before manually contacting a customer to avoid duplicating automated outreach that's already in progress.
Look at the channel mix — if a customer only ever responds to SMS, don't send email.
Use vehicle interest entries to personalize your next conversation with specific inventory.