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Overview

The Activities feature in Thena lets your team log key customer interactions—calls, meetings, site visits, emails—right inside the account. It acts as a real-time activity timeline, giving everyone in the org visibility into how, when, and why a customer was engaged.

And the best part? Activities can be added manually, through APIs, workflows, or even your AI agents. No lost calls. No forgotten meetings. Just rich interaction data—exactly where it belongs.

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Key features

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Log real-world interactions

From onboarding meetings to check-in calls and site visits, you can log:

  • 📞 Calls
  • 👥 Meetings
  • 📧 Emails
  • 📍 Site visits
  • And more, through custom activity types

Capture time, duration, participants, location, and description—all directly within the account view.

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Multiple ways to feed in activities

  • 💻 API-based ingestion Use Thena’s APIs to log activities from any external system—CRM, calendar, call platform, or your own product.
  • ⚙️ Workflow automation Trigger activity logging through workflows based on actions like:
    • A ticket status change
    • A completed task
    • A Slack message or email received
  • 🤖 AI-powered capture Your AI agents can automatically log key activities from customer interactions in Slack or email—turning conversations into structured insights without lifting a finger.

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Configurable attributes for activities

Each activity is classified using two system-level attributes:

  • Activity type (e.g., Call, Meeting, Site Visit, Email)
  • Activity status (e.g., Pending, Completed, Cancelled)

You can add, edit, or delete values, assign custom icons, and use them for filtering, reporting, and automations.

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Smart visibility and context

  • View all activities in a single, filterable timeline
  • Use activity metadata to drive workflows, reminders, and insights
  • Link key engagements to upcoming renewals, onboarding milestones, or red-flag escalations

Activities make your accounts not just data-rich—but engagement-aware.

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Use cases

Solutions engineering

Log a solutions engineer’s onsite visit with implementation details

Pre-renewal calls

Capture pre-renewal calls with success teams and key outcomes

Handoff meetings

Record sales-to-CS handoff meetings to ensure smooth transitions

Support escalations

Automatically log an activity when a support ticket is escalated

Executive engagement

Track every engagement leading up to a QBR or executive sync

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Summary

🚀 Activities under accounts ensure no touchpoint goes untracked. With flexible logging methods, customizable attributes, and automation-friendly design, this isn’t just a timeline—it’s a live, actionable engagement history that drives better decisions, faster handoffs, and stronger relationships.

With Thena, your team no longer asks “when did we last speak with this account?”—they already know.