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.