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The activity log shows you the full history of a record in one timeline: changes, sent and received emails, internal notes, your team’s to-dos and events such as calendar syncs. Right in the log you can write notes, hand out to-dos to colleagues and reply to your customers by email.
Admin 3.0 beta (as of October 5). Changes are possible.

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Where do I find the activity log?

In the admin area the log is called Activity. You find it in these places: The oldest loaded entry is at the top, the newest at the bottom. When you scroll up, anny loads older entries. If new events come in while you are reading further up, the bell icon in the top right shows a hint such as Show 2 new events.

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Filter and search entries

Click the filter icon (Filter) in the top right. Five filters appear below it:
Activity log with the filters Everything, Notes, Communication, Changes and System open
With the magnifier icon (Search activity) you search the text of the entries, for example a subject or a name. You can combine search and filters.
If a day has more than three changes or system events, anny groups them under Everything. Click Show more to see all entries of that day. When you pick a filter or search, you see all entries right away.
Entries with details, for example a change or an email, expand via the arrow on the left.

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Internal communication: notes and to-dos

Notes are visible to your team only. Customers never see them, neither on the booking page nor by email. In the log you recognize them by Note · internal.

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Write a note

1

Choose Note

In the input field at the bottom of the log, choose Note.The field shows Write a note… and the hint Internal.
2

Enter the text

Write your note. Type @ to mention a colleague.The mentioned person gets a notification.
3

Save the note

Click Add note or press ⌘ + ↩ (Windows: Ctrl + Enter).The note appears at the bottom of the log.
Below each note you can start a thread with Reply and add an emoji with Add reaction. You can delete your own notes via the three dots.

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Assign to-dos

A note becomes a to-do as soon as you assign a person or set a due date. This way you hand out tasks right on the booking, order or customer.
1

Write a note

In Note mode, write what needs to be done.Below the text you see Assign and Due.
2

Assign a person

Click Assign and pick someone from your team.The name replaces Assign in the input field.
3

Set a due date

Click Due and pick a date. This step is optional.The date replaces Due in the input field.
4

Save the to-do

Click Add note.The to-do appears in the log with Mark as done, the due date and Assigned to.
Activity log with the Notes filter, an open to-do and a new note being assigned to Anna Berger
To-dos go through these states: You can also change the assignee and due date later via the icons in the top right of the note. Remove assignment and Remove due date take them off again.

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Notifications

anny notifies you in the admin area and by email when:
  • someone assigns a to-do to you. The email contains the due date and the button Open to-do.
  • someone mentions you in a note.
  • someone replies to your note or to a to-do assigned to you.
  • a customer replies by email.
You choose which of these notifications you receive in the Activity group of your notification settings: To-dos assigned to me, Notes and Customer messages. You are always notified about mentions.

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External communication: emails to customers

From the log of a booking, order or customer you email the customer directly. The email and all replies stay in the log, so your whole team sees the conversation.
1

Choose Email

In the input field at the bottom of the log, choose Email.Under To you see the customer’s name and email address.
2

Enter subject and text

Enter what it is about under Subject and write your message.The Send email button becomes active as soon as subject and text are filled in.
3

Send the email

Click Send email.The email appears in the log as Email · outbound and gets a delivery status.
Activity with the Communication filter, an inbound customer email and the input field in Email mode with To, Subject and message
When the customer replies, the reply lands in the log automatically as Email · inbound. With Reply you answer directly; the subject is carried over.
The Email option is only active if a customer with an email address is set on the record. If you just changed the customer or their email address, save first. Blockers only have notes.

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Automatic emails and delivery status

Under Communication you also see every email anny sends automatically, for example booking confirmations, reminders or invoices. Expand an email to see the subject, the recipient and how the status developed. Open shows the email as it was sent.
If the status shows Delivered but the customer cannot find the email: the message may be in the spam folder or in a folder such as “Other”.

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Other messages

Communication also shows:
  • SMS and WhatsApp messages, for example with an access code, with their delivery status
  • calls and chats between the anny AI assistant and customers. Expanded, you see the AI summary and, for calls, can Play recording.

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Changes and changes made by the AI agent

Under Changes you see who changed the record and when. Expanded, each change shows the old and the new value. When the anny AI agent makes a change, the entry carries the label via AI Agent. This way you see at a glance which changes did not come from someone on your team. Expanded, you see what the agent changed and, where available, its reason.
Activity log with the Changes filter and an expanded booking change via AI Agent with reason and old and new time
The via AI Agent label is not limited to changes. When the AI agent writes a note or an email, it appears with the same label under Notes or Communication.

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System

Under System you find events anny records automatically. The sender shown there is System.
Activity log with the System filter, entries for door codes, access links and calendar syncs
Failed entries are marked in red. Expanded, you see details such as the calendar, the lock or the error message.

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When do I use this?

  • You want to know whether a booking confirmation arrived: Under Communication you see the delivery status of every email.
  • A colleague should take care of a booking: Write a note, assign it to her and set a due date.
  • A customer has a question: Reply by email right from the log so your team sees the conversation.
  • You want to find out who moved a booking: Under Changes you see whether it was someone on your team or the AI agent.
  • A booking is missing in your external calendar: Under System you see whether the sync failed.

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FAQ

No. Notes and to-dos are visible only in the admin area and are never shown by email or on the booking page. Only messages you write in Email mode reach the customer.
When a customer replies to an email you sent from the log, the reply appears in the log of the same record as Email · inbound. If you enabled the Customer messages notification, anny notifies you as well.
The Email option is disabled when no customer with an email address is set on the record. If you just changed the customer, save first. Blockers and settings only have notes.
Check whether Send email confirmation was turned off when the order was completed. Customers can also turn off email notifications in their profile. You can send the confirmation afterwards in the order details via Resend booking confirmation.
Entries triggered by the anny AI agent carry the label via AI Agent. You find changes under Changes, the agent’s notes under Notes and emails under Communication.

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Troubleshooting

Opening is detected through an invisible image in the email. Some email clients do not load external content automatically. In that case the status stays on Delivered, even when the email was read.
With Bounced, the email address does not exist. Check the address on the customer and correct it. With Blocked, the recipient’s mail server refused the email, for example because the customer marked emails from anny as spam or refused to receive them. Ask the customer to allow the sender address and contact anny support so the address gets unblocked.
Changes and syncs through an integration can appear with a slight delay. If the bell icon shows a hint such as Show 2 new events, click it. Otherwise reload the page.
Check in the Activity group of your notification settings whether To-dos assigned to me is turned on.