Overview
Connect core Velaxe apps, stitch identities, and view your first 360° timeline.
Prerequisites
- Agent Desk and LiveConnect enabled in your workspace
- At least one contact with recent activity
Permissions required
Steps (4)
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1
Enable internal sources
Settings → Chronicle → Sources. Toggle **Agent Desk**, **LiveConnect**, **VoiceLink**, **ActionDesk**, and **PayStream**.
Tips
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Validation
- Sources show status “Active” with last event time.
Success criteria
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2
Open a subject timeline
Go to Chronicle → Search and open a **Contact** or **Ticket** with recent activity.
Tips
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Validation
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Success criteria
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3
Apply filters & pins
Filter by channel (Email/Chat/Voice) and pin the most relevant activity to the top.
Tips
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Validation
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Success criteria
- Pinned item stays visible and timeline respects filters.
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4
Generate an AI summary
Click **Summarize** → “Last 30 days”. Chronicle compiles a 5–7 bullet summary.
Tips
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Validation
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Success criteria
- Summary appears with timestamp and subject context.
About this guide
Chronicle unifies interaction history across your workspace into a single, filterable timeline. See emails, chats, calls, ticket updates, tasks, files, and payment events side-by-side with workflow breadcrumbs. Use fast search and saved filters to find exactly what changed, when, and why. AI summarizes recent activity into crisp bullets so agents and managers get up to speed instantly.
Chronicle ingests from Velaxe apps (Agent Desk, LiveConnect, PulseGate, VoiceLink, ActionDesk, PayStream, SecureStore, FlowForge) and select external systems (email, meetings, CRM, ticketing). Data is normalized and retained per policy with RBAC, redaction, and audit logs.
Pin pivotal moments, compare subject timelines, export scoped views, and open linked items in their source apps—all from the same pane.