History: calls, emails, and receipts

Open Home → History to verify what happened. History brings together communication and available receipts; it is different from the list of your Chat conversations.

Open it

On desktop and mobile, open Home → History and choose the relevant Calls, Emails, or receipts filter.

Find the right record

  1. Open History.
  2. Choose the available filter for Calls, Emails, or receipts.
  3. Locate the person, subject, time, or result you need. Items are grouped by time.
  4. Open the row to read the details.
  5. Use Retry or refresh if a source fails to load.

A warning that older items are missing or one source could not load means the list may be incomplete. Plan visibility windows can also affect which call and email records are available. An empty list under a failed load does not prove no work occurred.

Review a call

Read the short outcome, then open the transcript when available. Verify who called whom, what was agreed, and anything unresolved. Use the person's profile link to correct identity or context, not to rewrite what the original call said.

Review an email

Open Original messages to distinguish the sender's words from Zinley's summary. Earlier quoted messages can be collapsed separately. Details may explain what your agent did, what remains pending, and what was wrapped up.

An item from your connected Gmail may offer Open in Gmail. Your own replies are shown as yours; do not assume every outbound message in a connected mailbox was written by your agent.

Review other receipts

Open the receipt to inspect the result and available proof. A proposed or attempted action is not the same as a completed one. Read any error or partial-result state before relying on the outcome.

Use the linked Action Center matter when you need to continue or change the work. History is the place to inspect the record; account authority belongs in Settings.

Report a missing record

Include the account, channel, approximate time and timezone, person or subject, and visible error. Preserve the conversation or call reference if one is shown. Never send passwords, verification codes, or complete private transcripts to a public community channel.