Calls & Emails

Calls & Emails is the chronological history of phone calls and email conversations Zinley handled. Open it from Calls & Emails in the Work section of the dashboard.

It is a receipt surface: use it to verify what happened in a specific interaction. Use Topics when you need the broader matter and its next move.

Filter the history

Choose the view that matches what you are checking:

  • All — calls and emails together, newest first.
  • Calls — phone interactions only.
  • Emails — email conversations only.

Entries are grouped by day. A row identifies the channel, contact, time, and a concise summary so you can find the right interaction before opening it.

Open the receipt

Select a row to inspect the available detail:

  • a call opens its call review;
  • an email opens its thread detail.

Review the source record when exact wording, recipients, or commitments matter. Summaries help you navigate, but they are not a substitute for the underlying exchange.

How far back you can see

Your plan sets the visible call-and-email history window. Check the canonical table in Plan limits; the same window applies to both the Calls and Emails filters. It is not a claim about chat retention or every connected messaging channel.

Calls & Emails vs. Topics

Calls & Emails Topics
Organized by Time and channel Matter and next move
Best question “What happened in that call or email?” “Where does this work stand?”
Use it for Source interactions and receipts Decisions, context, and follow-through

New account? The history starts empty. Entries appear after Zinley handles a call or email.