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Contributor ⭐️
May 20, 2025
New Idea

Allow Admin to choose configure by Activity types for AI Follow up

Related products:CS AI Followups
  • May 20, 2025
  • 0 replies
  • 14 views

It would be great if admins could configure AI Follow up activities to log as a specific activity type instead of always defaulting to “meeting”. 

 

We use two custom meeting types, one for internal meetings and one for customer meetings since we need to track how many customer meetings occur. I imagine others might have a use case to distinguish calls from meetings as well.