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 their recordings.
Meetings and their transcripts.
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. Cust evaluates each interaction for sentiment and topics, which feed the account's health and the portfolio-wide sentiment trend.

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.