Engagements

All upcoming or completed and cancelled communications with constituents are available for you to view engagement details.

Tip: Timestamps appear in your local time zone and adjust automatically based on browser settings.

Upcoming Messages

Access upcoming engagements by selecting Scheduled communications under Related links from the main Development Agent page. Planned communications are available for review for 7 days before being sent to constituents.

When you provide feedback, the content regenerates. If you don't provide feedback, the content is considered final.

See Engagement details for full details.

Note: For upcoming messages flagged by the agent as needing human review, see Escalated actions.

Complete and Cancelled Messages

Access past messages by selecting Communication history under Related links from the main Development Agent page. This view is read-only and intended for monitoring past activity, not for editing or resending messages.

Each row represents a single engagement and includes the following information:

  • Scheduled - Date and time the message was scheduled to be sent.

  • Status - Final outcome, including:

    • Completed – The message was successfully sent.

    • Cancelled – The message was not sent because conditions changed (for example, the constituent became ineligible).

    • Escalated – The agent couldn't complete the engagement, so flagged it for human review.

  • Messages - Number of individual messages sent as part of the engagement. Some engagements include multiple messages, such as follow-ups or variations sent to the same person.

  • Log - Brief description of the engagement goal or message type, such as an introduction or outreach scenario. This helps you understand why the message was sent without opening a separate record.

  • Person - Constituent associated with the engagement. Select the person’s name to view their record.

  • Interaction type - Delivery method used for the engagement, such as Email or SMS.

View engagement details

To see the full details of an engagement, including message content:

  1. Select the ellipsis (…) to the left of an engagement.

  2. Choose View.

The Engagement details page shows:

  • The sequence of messages sent or received

  • The subject and body of each message

  • Timestamps for each message sent or received

You can review exactly what the agent communicated with a constituent and how the interaction progressed over time.