Overview
Build reusable filters for fast triage and reporting.
Prerequisites
None.
Permissions required
Steps (3)
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1
Compose a query
Search by text + filters: app:AgentDesk channel:Email sentiment:negative in:30d.
Tips
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Validation
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Success criteria
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2
Save as a view
Click **Save view** and share with your team.
Tips
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Validation
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Success criteria
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3
Pin to sidebar
Pin the view to quickly access high‑signal timelines.
Tips
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Validation
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Success criteria
- Pinned view opens with p95 < 300ms on warm cache.
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.