Activities capture all interactions and engagements with customer accounts in the Thena platform, providing a comprehensive timeline of customer relationships.

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Understanding activities

Core purpose

Activities provide a structured way to track, manage, and analyze all customer interactions. They help maintain a complete history of engagements and ensure proper follow-up on customer communications.

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Activity types

Communication activities

• Meetings: In-person or virtual
• Calls: Phone conversations
• Emails: Email threads
• Chat: Instant messaging

Business activities

• Site visits: On-premise meetings
• Reviews: Performance discussions
• Presentations: Product demos
• Training: Customer education

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Standard fields

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Required fields

NameTypeOptionsComments
Account IDstringRequiredAssociated account identifier
Activity TimestamptimestampRequiredWhen the activity occurred
DurationintegerRequiredLength of activity in minutes
LocationstringRequiredPhysical or virtual location

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Optional fields

NameTypeOptionsComments
TypestringOptional, Values: [CALL (default), EMAIL, MEETING, SITE_VISIT]Activity type reference
StatusstringOptional, Values: [PENDING (default), COMPLETED, CANCELLED]Activity status reference
ParticipantsjsonbOptional, Default: []List of participants
Attachment URLsarrayOptionalList of attachment URLs

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System-managed fields

NameTypeOptionsComments
Activity IDbigserialAuto-generatedPrimary key
UIDtextAuto-generatedUnique identifier (ULID)
Is ActivebooleanDefault: trueActivity’s active status
Created BybigintAuto-populatedReferences user table
Created AttimestampAuto-populatedCreation timestamp with timezone
Updated AttimestampAuto-populatedLast update timestamp with timezone
Deleted AttimestampOptionalSoft delete timestamp with timezone

Database types:

  • Account ID and Created By are stored as bigint in the database
  • Location is stored as text
  • Duration is stored as integer
  • Participants is stored as jsonb
  • System fields use their respective database types (bigserial, text, boolean, timestamp with time zone)

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Activity tracking

1

Planning

  • Schedule activities
  • Set clear objectives
  • Identify participants
  • Prepare required materials
2

Execution

  • Record attendance
  • Document key points
  • Track action items
  • Note decisions made
3

Follow-up

  • Update activity status
  • Create follow-up tasks
  • Share meeting notes
  • Schedule next steps

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Best practices

Documentation

• Record activities promptly
• Include all relevant details
• Link to related records
• Maintain consistent format

Organization

• Use clear subject lines
• Categorize properly
• Tag all participants
• Set appropriate privacy

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API endpoints

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Sample activity

{
  "accountId": "ACC123",
  "title": "Quarterly Business Review",
  "type": "MEETING",
  "typeId": "T123",
  "typeConfiguration": {
    "icon": "video",
    "color": "#4CAF50"
  },
  "status": "SCHEDULED",
  "statusId": "S123",
  "statusConfiguration": {
    "icon": "calendar",
    "color": "#2196F3"
  },
  "activityTimestamp": "2024-03-20T14:00:00Z",
  "duration": 60,
  "location": "https://meet.google.com/abc-defg-hij",
  "participants": ["USER123", "USER456"],
  "attachmentUrls": [
    "https://storage.thena.ai/documents/agenda.pdf",
    "https://storage.thena.ai/documents/presentation.pdf"
  ],
  "metadata": {
    "agenda": "1. Q3 Review\n2. Q4 Goals\n3. Action Items",
    "meetingType": "QBR",
    "requiredPreparation": "Please review Q3 metrics before the meeting"
  }
}

When creating an activity, the system will add additional fields in the response such as:

  • id: Unique identifier for the activity
  • account: Name of the associated account
  • creator: Name of the activity creator
  • creatorId: ID of the creator
  • creatorEmail: Email of the creator
  • createdAt: Creation timestamp
  • updatedAt: Last update timestamp

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Available operations

Accounts overview

Learn about account management

Contacts

Manage customer contacts