Quick Answer
What are Activity Cards in BizStackPro?
Activity Cards are internal updates shown inside a contact's conversation thread. They can show changes related to opportunities, appointments, DND preferences, invoices, and payments so you can review important contact activity without leaving the Conversations panel.
What Activity Cards Do
Tracking everything happening with a contact can become difficult when appointments, payments, opportunities, and communication preferences live in different parts of the platform.
Activity Cards bring important updates into the contact's conversation thread.
This gives you additional context while you are reading or responding to the conversation, without requiring you to keep switching between different modules.
Activity Cards can show opportunity changes, appointment events, DND status updates, and invoice or payment activity.
Activity Cards are internal only
Contacts and customers do not see these cards. They are visible only to users working inside BizStackPro.
Activity Cards at a Glance
Before You Begin
Use Activity Cards as supporting context while reviewing a contact's conversation and recent account activity.
- Open the correct contact conversation.
- Remember that Activity Cards are visible only to internal BizStackPro users.
- Review cards alongside the actual conversation so you understand what happened before responding.
- Pay attention to DND changes before sending follow-up communication.
- Use appointment and payment cards when troubleshooting timing or status questions.
- Review related modules when you need more detailed information than the card provides.
How to Review Activity Cards
Activity Cards appear as internal updates inside the contact's conversation history.
Open Conversations
Go to Conversations in BizStackPro.
Open the Contact
Select the contact whose activity you want to review.
Review the Conversation Timeline
Look through the conversation thread for Activity Cards showing relevant updates.
Use the Update as Context
Review the card together with nearby messages so you can understand what changed and when it happened.
Open the Related Area When Needed
If you need more detail, continue to the related opportunity, appointment, invoice, payment, or contact setting.
Types of Updates Activity Cards Can Show
Opportunity Updates
Activity Cards can show when opportunities are created, updated, moved, or removed.
This can help you understand changes in a contact's sales or pipeline activity while remaining inside the conversation.
Appointment Activity
Cards can show when appointments are created, rescheduled, or canceled.
This gives you scheduling context before replying to the contact.
DND Preference Changes
Activity Cards can show changes to Do Not Disturb status.
This can help you notice communication-preference changes before continuing outreach.
Invoice and Payment Activity
Cards can show invoice activity and payment events directly in the conversation view.
This gives you more financial context when responding to a billing or payment-related conversation.
Why Activity Cards Are Useful
Less Screen Switching
Review important changes without constantly moving between different platform modules.
Faster Follow-Up
Sales and support users can see recent contact activity while they are already working in the conversation.
Better Timeline Context
Activity Cards can help show when a status changed, an appointment moved, or a payment event occurred.
Use Activity Cards as a troubleshooting timeline
When you are trying to understand why a contact's status changed, why an appointment was missed, or when a payment event occurred, review the surrounding Activity Cards for additional context.
Activity Card Best Practices
Frequently Asked Questions
What are Activity Cards in the BizStackPro conversation panel?
Can customers see the Activity Cards?
What types of updates do Activity Cards provide?
Are Activity Cards customizable?
Continue Learning
Continue learning how contact activity, conversations, bot status, and engagement information work together in BizStackPro.
