The Interaction Timeline

The interaction timeline is the running history of everything logged for a client, newest first. Alongside it you’ll find the client’s key details and quick-reference counts.

Reading the timeline

Each entry shows the interaction’s notes, programs, and the action tags attached to it. Two supporting features sit next to the timeline:

• AI Summary — a generated catch-up based on the client’s interaction notes.
• Quick-reference counts — at-a-glance tallies such as active surveys, next appointment, open follow-ups, referrals, pickups due, and program limits.

Filtering

Open the filter control on the timeline to narrow what you see:

• Date range — quick ranges (7d, 30d, 3mo, 6mo, 1y) or a custom range, based on when interactions were created.
• Channel — the method of communication.
• Advocate — who created the interaction.
• Actions — filter to interactions that contain a given action type (follow-up, referral, form, pickup, benefit), and optionally by whether the action is complete.

Understanding the tags

Action tags on each interaction are colour-coded to match their action type, and their style tells you the state:

• Coloured (filled) tags — incomplete or pending.
• Outlined tags — submitted.

Hover a tag for a tooltip, and use Show details to expand an interaction for more information.

Drafts

If you leave an interaction unfinished, it’s saved automatically as a draft. When you return, the timeline offers to Continue Visit or Start New. The system also reminds you if you already have an interaction in progress for that client today, so you don’t accidentally start a second one.

Bulk interactions

When the same interaction applies to many clients at once, use Bulk Interactions:

1. Build a template — fill in the interaction details and actions once.
2. Select clients — choose everyone it applies to.
3. Review and submit — the template is copied to each selected client.

This is ideal for group sessions or the same service delivered to many people on the same day.