Interactions
A single timeline of every conversation with an account, across email, calls, and meetings.
The Interactions tab brings every touchpoint with an account into one chronological view, so you never have to dig through separate inboxes, call tools, and meeting notes to reconstruct what happened.
The timeline
Every interaction Cust has synced shows up here:
- Emails exchanged with the account.
- Calls and meetings, with transcripts, notes, or provider-generated summaries when available.
- Support conversations imported from connected support tools.
- Slack threads from channels enabled and mapped to the company.
- Jira issues matched by your configured sync rules.
- Notes you add yourself, written in a rich text editor with formatting, lists, and headings.
Click any entry to open the full content. Every interaction has a copy link button in its header, so you can drop a link to the exact email or transcript into a task, a chat, or a handoff doc. Supported conversation content is analyzed for sentiment and topics, which contribute to account context. Available content and source links differ by provider; a timeline entry does not guarantee that audio, video, or a full transcript was imported.
Workflow activity
The same tab shows the workflows that have run on the account, so you can see which automations fired and when, right next to the conversations that triggered them.