History

History is the record of every call and email Zinley has handled for you, newest first. Open Work → History.

The History page: a time-grouped list of calls and emails, each with participants, a summary, and a date.
History — a searchable log of everything Zinley handled, with a one-line summary per item.

Filter by type

Top-right, switch what's shown:

  • All — calls and emails together.
  • Calls — phone calls only.
  • Emails — email only.

Reading the list

Items are grouped by time (e.g. Earlier). Each row shows:

  • A channel icon — email or call — and the participant's avatar.
  • The participant(s) — an email address or name. Group conversations show a +N badge and a "N people" label.
  • A one-line summary of what the exchange was about.
  • The date of the activity.

Opening an item — the case file

Click any row to open the full conversation. This is the same "case file" you reach from a person's History tab or a topic's Open thread.

An opened email conversation showing the summary, to-remember note, what Zinley did, still pending, and the message thread.
Opening an item — the summary, what Zinley did, what's still pending, and the full thread.
  • Header — the channel (e.g. Email conversation) and subject, plus Open person → to jump to that contact in People, and × to close.
  • What this conversation is about — a plain-language summary.
  • To remember — the key open point Zinley is tracking (highlighted), e.g. what it's waiting on before it can move.
  • What Zinley did — the actions it took on your behalf.
  • Still pending — what's left, for you or for Zinley.
  • Participants + timing — who was involved, plus Started, Last activity, and a Replies count.
  • Conversation — the actual thread, message by message: who sent each one (you, or Zinley acting as the bot), the To/From addresses, and the content — so you can read exactly what was said.

History vs. Topics

History is the flat, chronological log of individual calls and emails. Topics rolls those same interactions up into matters tracked by whose turn it is — see the comparison on the Topics page.

How far back it goes

History retention depends on your plan — the page tells you the window (for example, "Your plan shows the last 3 months."). For a longer window, see Billing & Usage.

New account? You'll see "Nothing here yet." Entries appear as Zinley handles calls and email.

Related

  • Topics — ongoing conversations built from this history.
  • People — profiles built from these interactions.
  • Brief — the daily digest drawn from recent history.