Activities
Track and manage all interactions with customer accounts
Activities capture all interactions and engagements with customer accounts in the Thena platform, providing a comprehensive timeline of customer relationships.
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.
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
Standard fields
Required fields
Name | Type | Options | Comments |
---|---|---|---|
Account ID | string | Required | Associated account identifier |
Activity Timestamp | timestamp | Required | When the activity occurred |
Duration | integer | Required | Length of activity in minutes |
Location | string | Required | Physical or virtual location |
Optional fields
Name | Type | Options | Comments |
---|---|---|---|
Type | string | Optional, Values: [CALL (default), EMAIL, MEETING, SITE_VISIT] | Activity type reference |
Status | string | Optional, Values: [PENDING (default), COMPLETED, CANCELLED] | Activity status reference |
Participants | jsonb | Optional, Default: [] | List of participants |
Attachment URLs | array | Optional | List of attachment URLs |
System-managed fields
Name | Type | Options | Comments |
---|---|---|---|
Activity ID | bigserial | Auto-generated | Primary key |
UID | text | Auto-generated | Unique identifier (ULID) |
Is Active | boolean | Default: true | Activity’s active status |
Created By | bigint | Auto-populated | References user table |
Created At | timestamp | Auto-populated | Creation timestamp with timezone |
Updated At | timestamp | Auto-populated | Last update timestamp with timezone |
Deleted At | timestamp | Optional | Soft 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
)
Activity tracking
Planning
- Schedule activities
- Set clear objectives
- Identify participants
- Prepare required materials
Execution
- Record attendance
- Document key points
- Track action items
- Note decisions made
Follow-up
- Update activity status
- Create follow-up tasks
- Share meeting notes
- Schedule next steps
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
API endpoints
Sample activity
When creating an activity, the system will add additional fields in the response such as:
id
: Unique identifier for the activityaccount
: Name of the associated accountcreator
: Name of the activity creatorcreatorId
: ID of the creatorcreatorEmail
: Email of the creatorcreatedAt
: Creation timestampupdatedAt
: Last update timestamp
Available operations
Activity management
Activity management
All endpoints require authentication with Bearer token, API key, and Organization ID in the headers.
For detailed API specifications, see Activity Management