> For the complete documentation index, see [llms.txt](https://squarebox-ai.gitbook.io/squarebox/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/customer-timeline.md).

# 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

1. Go to the Customers section.
2. Click on any customer record.
3. On the right panel, you will see the Customer Timeline.<br>

### &#x20;What You Can See in the Timeline

The timeline displays a chronological log of all customer-related events, including:

* &#x20;Template Sends (e.g., campaigns, automations)<br>
* &#x20;Automation Actions (e.g., state updates, tag changes)<br>
* &#x20;Tag Additions or Removals<br>
* &#x20;Lead State Changes (e.g., New → Interested)� Agent Actions (e.g., manual replies, status changes)\ <br>

### &#x20;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.

### &#x20;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<br>

### &#x20;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.<br>

<figure><img src="/files/nu6XkNHe7h6OobeLskqr" alt=""><figcaption></figcaption></figure>