Overview
See chats, emails, calls, payments, and tasks in one feed for each contact or account.
Problem
Agents waste time hopping between tools to collect context, leading to slow responses and repeated questions.
Solution
Chronicle unifies all interactions per subject into a single timeline embedded in Agent Desk, with AI summaries and pins.
How it works
Open the ticket, expand the Chronicle sidebar, and review recent messages, call transcripts, orders/refunds, and workflow actions. Use the AI summary and pinned moments to craft a precise response and next step.
Who is this for
Expected outcomes
- Lower handle time with complete context
- Fewer back-and-forths with customers
Key metrics
Average handle time
Baseline
12 minutes
Target
7 minutes
Replies per ticket
Baseline
5 count
Target
3 count
Gallery
Downloads & templates
Case studies
FinSuite drops handle time by 42%
Agents resolved tickets in fewer replies using Chronicle context.
Security impact
- Interaction metadata, excerpts, attachments (via SecureStore links) · PII: yes (contact identifiers)
Compliance
- GDPR (lawful basis, minimization, exports)
- SOC2 (access control & logging)