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Timeline

Email, SMS, calls, voicemail, notes, AI, and product context.

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Customer Workspace

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Mail, SMS, calls, voicemail, notes, AI summaries, billing reminders, and cross-product context live together so operators do not have to bounce between systems.

7channels
4mSLA risk
AIassist ready

Customer

John Smith

VIP account · +1 555 0134 · john@example.com

Case HV-4821 Billing recovery Waiting 18h · SLA due in 42m
Watching Awaiting internal review Saved
3 unresolved callbacks 2 overdue billing recoveries 42m SLA window
AI suggests prioritizing Case HV-4821 High payment risk · SLA approaching · customer silent for 48h.
AI Risk Signal Collections risk is rising: overdue payment, 3 unresolved contacts, and 48h silence.
Goal Recover failed payment

Next path: callback, payment link, SMS confirmation, then resolve if the customer acknowledges.

Ahmed viewing Nigel replying Sarah owns callback Support claimed voicemail
Email
Re: membership billing question

Shared Inbox · Sarah replied with the updated plan details.

Sarah reviewing Saved 2m ago
Call
Inbound call handled by Mike

5m 18s · payment follow-up requested · recording policy checked.

SLA risk in 18m Mike wrap-up synced
VM
Voicemail assigned to Billing

AI summary: customer wants callback before card retry.

Claimed by Support Transcript processing
SMS
5 payment reminders delivered successfully

Compressed SMS delivery activity · latest carrier accept at 8:51 AM · no reply yet.

No response for 48h Quiet summary
Note
Internal note

Do not call before noon. Customer prefers SMS for confirmations.

Audit detail Pinned by Sarah
Older resolved communication hidden

17 routine delivery and sync events compressed to preserve operator focus.

Select an event to inspect context, or use an inline action to keep the workflow here.

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