Activity Log

Complete Visibility Into Team Activity

The activity log provides a comprehensive record of all actions taken in your Jelly inbox. Track who did what and when, maintain accountability, and understand the full history of every conversation and team action.

The activity log showing recent team actions with filters and search

What Gets Logged

The activity log captures every significant action in your workspace:

๐Ÿ“ง Message Activities

  • New conversations created
  • Replies sent to customers
  • Messages forwarded
  • Drafts saved or discarded
  • Attachments added

๐Ÿ‘ฅ Assignment Activities

  • "I got this" claims
  • Manual assignments to team members
  • Unassignments ("I don't got this")
  • Rule-based auto-assignments
  • Assignment changes

๐Ÿท๏ธ Organization Activities

  • Labels added or removed
  • Conversations archived
  • Items moved to spam or trash
  • Conversations snoozed or unsnoozed
  • Bookmarks created

๐Ÿ’ฌ Collaboration Activities

  • Internal comments added
  • Team members mentioned
  • Conversations followed/unfollowed
  • Notes edited or deleted

โš™๏ธ System Activities

  • Rules triggered and actions taken
  • Saved replies used
  • Bulk actions performed
  • Email bounces or failures
  • Conversations merged or split

๐Ÿ‘ค Account Activities

  • Team members joined or left
  • Permission changes
  • Settings modifications
  • Email addresses added/verified

Accessing the Activity Log

๐ŸŒ Global Activity Log

View all team activity in one place:

  1. Click your profile photo
  2. Select "Activity Log"
  3. See chronological list of all team actions
  4. Filter by date, user, or activity type

๐Ÿ“ง Conversation Activity

See activity for a specific conversation:

  1. Open any conversation
  2. Click the "Activity" tab
  3. View complete history for that conversation
  4. See who accessed, modified, or acted on it
Conversation-specific activity showing the complete action history

Understanding Log Entries

Each activity log entry contains:

Sarah Chen assigned conversation to Alex Kumar
"Refund request for order #12345" Today at 2:34 PM

Entry Components:

  • Actor: Who performed the action (team member or system)
  • Action: What was done (assigned, archived, replied, etc.)
  • Target: Who or what was affected
  • Context: Related conversation or setting
  • Timestamp: Exact time of the action
  • Details: Additional information when relevant

Filtering and Searching

๐Ÿ” Search the Log

  • Search by team member name
  • Find specific conversation IDs
  • Look up customer email addresses
  • Search for specific actions or keywords

๐ŸŽฏ Filter Options

By Time Period

  • Today
  • Last 7 days
  • Last 30 days
  • Custom date range

By Team Member

  • Individual users
  • System actions
  • Rule automation
  • External events

By Activity Type

  • Messages
  • Assignments
  • Status changes
  • Settings

By Conversation

  • Specific ID
  • Label
  • Customer
  • Date range

Use Cases

๐Ÿ”Ž Accountability & Oversight

Managers can review team member activity to ensure proper handling of customer conversations and adherence to protocols.

Example: Check who handled a VIP customer complaint and what actions were taken.

๐Ÿ› Troubleshooting Issues

When something goes wrong, trace back through the activity log to understand what happened.

Example: Customer says they never got a reply โ†’ check log to see if/when reply was sent.

๐Ÿ“Š Performance Review

Analyze team member activity patterns for performance evaluations and workload distribution.

Example: See how many conversations each team member handled this month.

๐ŸŽ“ Training & Coaching

Review how experienced team members handle complex situations for training purposes.

Example: Show new hires how senior agents resolved difficult cases.

โœ… Compliance & Auditing

Maintain records for compliance requirements and internal audits.

Example: Demonstrate proper handling of sensitive data requests.

๐Ÿ”„ Process Improvement

Identify bottlenecks and inefficiencies in your workflow.

Example: Notice conversations getting reassigned multiple times โ†’ improve initial routing.

Privacy & Permissions

Who Can See the Activity Log?

  • โœ… All team members can view the activity log
  • โœ… Everyone sees the same complete history
  • โœ… No actions are hidden or private
  • โŒ Customers cannot access your activity log
Important: The activity log promotes transparency within your team. All actions are visible to all team members, encouraging accountability and collaboration.

Data Retention

  • Activity logs are retained for the life of your account
  • Deleted conversations still show in historical logs
  • Export options available for long-term archival
  • Complies with data protection regulations

Exporting Activity Data

Export activity logs for reporting or analysis:

  1. Go to the Activity Log page
  2. Apply desired filters (date range, user, etc.)
  3. Click "Export" button
  4. Choose format:
    • CSV: For spreadsheet analysis
    • JSON: For programmatic processing
    • PDF: For reports and documentation
  5. Download file with timestamped filename

Best Practices

๐Ÿ“… Regular Reviews

Check the activity log weekly to stay aware of team patterns and potential issues.

๐ŸŽฏ Use Filters Effectively

Narrow down to specific timeframes or users when investigating issues.

๐Ÿ“ Document Important Events

Add comments to conversations explaining unusual actions for future reference.

๐Ÿ‘ฅ Team Transparency

Remind team that all actions are logged to encourage best practices.

๐Ÿ“Š Analyze Patterns

Look for recurring issues or bottlenecks in your workflow.

๐Ÿ”’ Security Monitoring

Watch for unusual activity patterns that might indicate security issues.