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See every call, email and chat with a client

Browse every interaction Kaizan captured for a client, preview a summary, and open the full meeting.

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Written by James Caples

Who can do this: All users who can see the folder

Open the list

  1. Open the client folder.

  2. Select the Interactions tab.

Result: You see every call, email and chat for this client, from the start. If you are in the client folder, you also see calls that you did not attend. The list works the same way as My Comms.

Find an interaction

  • Filter by type, for example call, email, or chat.

  • Set a date range.

  • Expand a row to preview its summary. Select its title to open it in full.

Download transcripts

Select the checkbox next to each call, then select the download option. You get one ZIP file.

If you cannot see an interaction

  • The owner may have made the meeting private.

  • You see an email only if you were on the thread, or it reached your own inbox.

  • Kaizan AI chat, search, the Kaizan API and the MCP server show you only the calls that you attended.

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