The original conversation.
Open the timeline in customer details.
See the actual stepsCustomer timeline
Where you left the conversation.Reconnect along the timeline.
Connect individual records to the same customer to recover the context of the previous conversation.
01 · Start from
Current business information
Open the timeline in customer details.
02 · Continue handling
Review and preparation
Review recorded or synchronized communication and actions by event time.
03 · You decide
Check, then continue
Continue using opportunities, next actions and customer information together.
Feature workflow illustration. No corresponding result screenshot is currently available. This is not completed business or an AI-generated result.
See this feature's highlights.
real work.
Details worth exploring.
Actions that happened.
Review recorded or synchronized communication and actions by event time.
See the actual stepsThe next step waiting to continue.
Continue using opportunities, next actions and customer information together.
See how to checkThe original conversation.
Actions that happened.
Connect individual records to the same customer to recover the context of the previous conversation.
This feature's focus4
customer-detail areas
Source: timeline, opportunities, next actions, and customer information. Only saved or synchronized content is included.
Complete steps
From the start.
To the next step.
Review recorded or synchronized conversations and business actions chronologically. Customer details contain 4 areas: timeline, opportunities, next actions and customer information, helping the work continue.
01
Open the timeline in customer details.
02
Review recorded or synchronized communication and actions by event time.
03
Continue using opportunities, next actions and customer information together.
Explain the feature through real work
This time.
Reconnect.
Suppose a customer asks about quotation progress again two weeks later.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultRead only the latest message and forget the previous agreement.
Review the recorded timeline and verify the context of this inquiry.
When to use it
Prepare first.
Make this task specific.
When contacting a customer again after some time, use the timeline to recover previous communication and business actions.
Customer profile
the specific customer whose work you are continuing.
Existing records
communication and business actions already saved or synchronized.
Understand the tool and human handling separately
What the tool handles.
What you decide.
The original conversation.
Connect individual records to the same customer to recover the context of the previous conversation.
Review recorded or synchronized communication and actions by event time.
3 key points.
After confirmation, continue.
- Understand the event time and save time in context.
- Offline conversations that were never entered do not appear automatically.
- After reviewing the records, check the current opportunity and next action.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
Connect the work from step to step
Make this step clear.
Connect the next step.
Save the new communication and actual conclusions to the same customer so the context continues.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
The timeline displays saved or synchronized content only. It does not mean all offline communication has been recorded.
Product facts and FAQsBack to the product feature directoryMore details in this product
Conversation organization and human confirmation
Prepare the next action from a conversation while keeping a place for human review.
Explore this feature on its own