Viewing Contact History
Know what happened with a customer before you reply, and who changed what in your workspace.
In BizBotify, each contact's History tab is a read-only timeline of their chats, campaigns, notes and tasks, while To do is where you add notes and tasks. For workspace-level changes, such as settings, members and roles, admins use Settings → Access & Security → Audit log.
How to do it
Open the contact
Click the customer in Contacts, or open Contact Info from a chat.
Read the History tab
The History tab lists chats, campaign messages, notes and tasks in time order.
Add notes and tasks
Use the To do tab to add a note or a task with a due date.
Check workspace changes
Admins can open Settings → Access & Security → Audit log to see who changed settings, members and roles.
Frequently asked questions
Where do I see a customer's full history?
Open the contact and go to the History tab.
Can I edit the history?
No. History is read-only; add notes and tasks in To do.
Who can see the workspace audit log?
Admins and roles with access to Settings → Access & Security → Audit log.