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Customer Timeline
Customer Timeline
Overview
The Customer Timeline in Squarebox offers a detailed view of all interactions and updates related to a specific customer — all in one place. It helps your team track lead activity, understand customer history, and act quickly with full context.
How to Access
Go to the Customers section.
Click on any customer record.
On the right panel, you will see the Customer Timeline.
What You Can See in the Timeline
The timeline displays a chronological log of all customer-related events, including:
Template Sends (e.g., campaigns, automations)
Automation Actions (e.g., state updates, tag changes)
Tag Additions or Removals
Lead State Changes (e.g., New → Interested)� Agent Actions (e.g., manual replies, status changes)
Key Fields Displayed
Along with activity logs, the customer panel shows:
Mobile Number
Email
Status (Active, Inactive, etc.)
Tags
Segments
Lead State
This makes it easy to assess a lead's current stage at a glance.
Benefits
Get a complete customer story in one scroll
Avoid confusion between team members
Identify where leads dropped off or engaged
Improve follow-ups with context-driven communication
Best Practices
Use the timeline to check if a customer received the correct templates or automations.
Before calling or replying, glance at the timeline to understand their recent journey.
Combine timeline data with filters (tags, segments, lead state) to prioritize leads.
