Activity Schema

Type of activity

Activity subject/title

Activity description/notes (plain text or markdown)

Rich text body (HTML)

When the activity occurred (ISO 8601)

Duration in minutes (for meetings, calls)

Communication direction (for calls/emails)

Linked company/organization (for CRM timeline)

Linked contact person

User who performed the activity

Internal user participants

External attendees (name + contact info)

Marks an internal activity (e.g. internal meeting). Internal activities are hidden from customer-facing/external activity feeds.

Primary linked entity type (e.g. project, ticket, opportunity)

Primary linked entity ID

Additional linked entities beyond the primary

How this activity was created

ID of the source entity that generated this activity

Outcome/result of the activity

Scheduled follow-up date

Tags

UUID of the task that was auto-created from `followUpDate`. The dialog syncs this task (title/dueDate/cancellation) whenever the activity is saved. Cleared when the user removes the follow-up date.

File attachments

Captured customer sentiment for this interaction. Feeds the Customer Health Score.

Customer satisfaction rating (1–5 stars). Feeds the Customer Health Score.

Free-text note accompanying customer sentiment/rating

Whether sentiment was captured manually or detected by AI

Confidence score 0–1 for AI-detected sentiment (Phase 2)