Activities

Activities

The Activities section provides a read-only, centralized feed of all email communications between your team and contacts at the target account. It gives every seller on your team visibility into the full engagement history for an account — who has been in contact, when, and about what.

Activities are available in Basic State — Deep Intelligence is not required. However, an email connector (Gmail or Outlook) must be configured for the section to populate. Without a connector, the section will be empty.

What Activities shows

• Email threads between your team and the account's contacts, organized chronologically

• Thread-level information: date, participants, host, confirmed attendees

• For each thread: an AI-generated summary of what the conversation was about

• An overall AI-generated summary of all activity for the account

• Themes and Sentiment tags derived from the overall activity

Filtering

Filter activities by:

• Owners — filter by which team member's email conversations to show

• Participants — filter by specific participant in a thread

View tabs:

• All — all activity types

• Calendar — calendar events and meetings

• Emails — email threads only

Current limitations (v1.1)

• Activities are read-only — you cannot reply, forward, or take action on emails from within AccountOS

Still have questions? Reach out at [e-mail]