Overview
Conversation history gives every contact in your CRM a single, chronological timeline of every message they've ever sent or received — across WhatsApp, email, SMS, voice, Instagram, Telegram, Messenger, TikTok, and web chat. Agents see the full context before they reply, managers can audit any thread, and Captain AI uses the same history to write on-brand responses and surface intent. It works the same whether a customer started on WhatsApp last March and emailed you yesterday.
- Unified timeline across all 9 channels per contact
- Full-text search across messages, notes, and attachments
- Filter by channel, agent, date range, or tag
- Replay voice calls and download transcripts inline
- Jump from any message to its linked deal or ticket
- Export threads as PDF or CSV for compliance
- Captain AI summarizes long threads on demand
How it works
Open the contact
Click any contact, lead, or deal in the CRM. The full conversation timeline loads next to their profile.
Find what you need
Search by keyword or filter by channel, agent, or date. Pin important messages so the next agent sees them first.
Reply in context
Respond on the original channel without leaving the timeline. Captain AI drafts a reply using everything that came before.