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Chronicle — Timeline Core for 360° Activity Streams | Velaxe

Chronicle

Merge & split subjects safely

Resolve duplicates and fix mis-linked activity using admin-reviewed flows.

14 min Intermediate Support L2, Data Steward Updated Aug 2, 2025
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Overview

Resolve duplicates and fix mis-linked activity using admin-reviewed flows.

Prerequisites

None.

Permissions required

timeline:merge timeline:view

Downloads & Templates

Merge review checklist

Template

Steps (3)

Estimated: 14 min
  1. 1

    Find duplicates

    Support L2 4 min Back to top

    Chronicle → Subjects → Duplicates. Review suggested merges by email/phone/external ID.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Select target & source

    Data Steward 6 min Back to top

    Pick the canonical subject (target). Conflicts show side-by-side; choose field precedence.

    Tips

    —

    Validation

    • Preview shows combined activities and preserved consents.

    Success criteria

    —

  3. 3

    Confirm merge or perform split

    Data Steward 4 min Back to top

    Commit the merge with reason. For mis-attribution, use **Split** to detach activities by filter.

    Tips

    —

    Validation

    —

    Success criteria

    • Timeline reflects corrected history; audit log records actor and reason.

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.