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Activity Cards appear inside your conversation thread whenever a significant action occurs for a contact — such as an appointment being booked or an invoice being paid. They keep your entire team informed without anyone needing to navigate to a different part of the platform.
Activity card example

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Types of activity cards

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Appointments

When an appointment is created, rescheduled, or canceled, an Activity Card appears in the conversation panel. Click the card to edit the appointment details directly without leaving the conversation.
Appointment card

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Invoices

An Activity Card appears when an invoice is sent to a contact or when payment is received. Clicking the card opens the invoice in a new tab so you can review all the details.
Invoice card

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Do Not Disturb (DND)

Activity Cards notify you as soon as a contact is marked as Do Not Disturb or removed from the DND list. This ensures your team always knows the contact’s communication preferences before sending a message.
DND card

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Contact fields

When a contact automatically updates a field — for example, by submitting a form — a card appears in the thread. Click it to view the updated field details and understand what information changed.

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Opportunities

Activity Cards related to opportunities appear when a new opportunity is created, updated, or deleted. Click the card to edit the opportunity in real time without navigating away from the conversation.
Opportunity card

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Why activity cards matter

Activity Cards ensure that every team member handling a conversation has instant visibility into key events happening around the contact. Key benefits:
  • No context switching — view and act on appointments, invoices, and opportunities without leaving Conversations.
  • Team alignment — everyone sees the same activity timeline for the contact.
  • Quick access — clickable cards link directly to the related record.
  • Audit trail — timestamped cards provide a clear sequence of events.
Last modified on March 4, 2026